hopemax
Well-Known Member
Especially against a backdrop of recognition of two realities. Housing starts post financial crisis was too restricted. Off-shoring has strategic and supply chain downsides. Construction and manufacturing are the backbone and unlike other times in history are shifting domestically instead of abroad. It won’t have to be a massive shift, and the US and their allies suddenly need to replenish and upgrade their war closets and the raw material production to do so. Lots of things happening that ultimately need humans to produce physical, less discretionary goods. This is a transformative period. There will be friction, but it doesn’t mean recessionary.