The Lay of the Land
The Dividend Cafe
00:00
The Importance of Macroeconomics in the Future
I've really enjoyed writing Dividend Cafe more since that change and certainly it seems to me like readers and clients have liked it more as well I hope that's true. Right now I think addressing the changing dynamic in US-China relations and what that means for the global economy is a big picture issue. There will be a CapEx super cycle coming where there will be a certain reshoring and onshoring of various elements of American manufacturing, he says.
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