Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Chispas who wrote (16451)	11/21/2004 3:18:38 PM
From: russwinter	Read Replies (2) \| Respond to of 116555

It's already happening, plus the Chinese are just starting the fill their SPR. If you want to see where fixed investment needs to be made look at page 6 of this Barclays report. Unfortunately there is a resource Train Wreck coming too, which might create even greater deficiencies. corriente.com There has been underinvestment in pipelines, gas, railroad, industrial equipment, fab metal products, metalworking machinery. There's an investment cycle coming in those sectors, you might also add environmental.