Reason for Optimism = thematic #CapexBoom
1.Reason for Optimism = thematic #CapexBoom
Key themes/drivers of the Capex Boom:
-Re/On/Near/Friend-Shoring
-Next-gen Manufacturing
-Geopolitics & Defense
-Artificial Intelligence
-Energy Transition
-Electrification
-Robotics
-Space
Bullish commodities, hard tech, industrials.
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2.In the wake of the pandemic reshoring became a topic of interest...
Now it's a movement.
With real incentives (and tariff punishment) it could add to any existing case and help tilt the scales on decision making.
This has to be bullish for domestic capex and commodities you would think
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