Thanks, I enjoy your posts as well. (and many of Casper's posts too)
If you review his posts he admits that things might be built, but with cuts everywhere. He's definitely on record that Villains Land won't be built. He also thinks that MV3D is being shuttered because of operational costs. There's plenty here that believe that as well.
The fact he's bringing up macro points (tariff's) to support his perspective, makes me think he's rooting for it. If another pandemic happens or we get involved with a World War (God forbid), I could see most of the projects going away too. Macro elements doesn't really make me him right or wrong here IMO.