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...But 2024 is the first year we have clarity on how companies can qualify for the law’s lucrative tax credits and whether these factory announcements will actually lead to new construction....
...His mother worked in the local government, figuring out how traffic flows were affected by road construction....
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...I can clip coupons and I’m getting companies at a cheap level. Every day, I go through where the soft spots are. There are some, in sectors like retailing, parts of media, tech etc....
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...I don’t know what became of those companies, but I’m assuming it wasn’t good, and that it took less than five years....
...And so you have a lot of inexperienced construction companies feeding into the problems, and it’s Russian businesses that are benefiting from that....
...More than half of single-B minus rated US companies would not be generating enough cash to cover their capital expenditure while servicing their debt by year-end, analysts at Moody’s project....
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...Well, I’m still waiting. Stocks have yielded less than bonds ever since then. . . ....
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