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Erik's avatar

Joseph. This is excellent. You are on to something with the industrial investment boom. May I suggest looking into a company called Eaton? They manufacture electrical equipment and have good slides on the industrial boom underway.

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Austin Muhs's avatar

I have a similar bullish outlook but for different reasons... https://open.substack.com/pub/austinmuhs/p/the-real-economics-of-america

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Marko Bjegovic's avatar

Thank you Joseph.

For any1 interested in the labor market analysis here is my newest article: https://open.substack.com/pub/arkominaresearch/p/is-labor-market-really-that-strong?r=1r1n6n&utm_campaign=post&utm_medium=web

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