ox holders take note, page-14

re: moving along nicely...directors buy big Kristy,
timing is critical but nobody can do it in real time, so what the market is saying is that inflation is a bit high, economy is to slow, so the 2 should cancel and we get back to the Goldilocks economy.
However if Fed lifts rates to 5.25% then yield curve is inverted and talk of recession starts.
At best infra will be flat for a while until int rates head down, however BBI has dist. and ?deals in pipeline which will hold it up.
However infra is a hedge for a slowing economy, so if world growth flops BBI will be the place to be. Its called a hedge, patience is the clue.