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The next Financial Crisis?, The Big Event, and Over$tocked 9/6/22

The Exchange

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Is There Going to Be an Infra Structure Boom?

It's kind of a wonderful time to look back at high quality, what might be considered boring, grow stocks again. There have been some money set aside, obviously, the inflate our reduction act, other government spetting bills. This is a play on domestic capital investment. We've talked about this for a couple of years, finally waiting to pass a name like vulcan materials or united rentals.

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