My concern is that the Gates Foundation is being informed by
an incorrect theory of reform.
EMH is
an incorrect theory because if all market participants had all the same information there would never be booms or busts.
You have nothing in your answer about being overweight in one sector, you have just tried to answer the question with a link to
an incorrect theory.
I check things out a bit and notice that this year Mars has moved close to the flight path, so previously I got the right answer with
an incorrect theory that posited no influence from the planet Mars.