Umm, no. Exactly the opposite. If the market caps in one industry were wrongly valued relative to another, then investment would move (b/c there would be opport

Umm, no. Exactly the opposite. If the market caps in one industry were wrongly valued relative to another, then investment would move (b/c there would be opportunity for arbitrage and profit). Why did you think the economy was divided into separate and unrelated sections?