Do you remember an investment article from the 2000s that predicted that the markets would shift towards the interest of the top ultra wealthy?

I am trying to find this article that I think I saw cited on a Kyla Scanlon short a few months back. It was an internal memo or investment advice from a bank (maybe Goldman Sachs?) way back in the early 2000s.

The author suggested investing in businesses that provide goods and services to the ultra wealthy as financialization consolidates US markets.

I remember it had some other interesting insights…