FACTORIES, WAGES, AND RENTS
Joe Lavorgna says the CapEx boom is bigger than AI. With the border secured, wages rise and “rents are collapsing in price.” If this holds, “26 should be a very strong year for growth.”
Joe Lavorgna says the CapEx boom is bigger than AI. With the border secured, wages rise and “rents are collapsing in price.” If this holds, “26 should be a very strong year for growth.”