Thanks. I think while a construction boom is not likely this time around, a metals boom for electrification is looming. It's one of the few things I'm bullish on. Not because I believe green energy is green, but because I believe it's a scheme to save the west from various geopolitical concerns. When the problem is existential, all the stops get pulled out.
Back to the currency though, it's an interesting topic because if we do want to hold decent cash positions to be buying up stocks cheap during a crash holding the strongest currency could provide additional leverage.
On the subject of Japan, it appears poised to be about to get a fair bit of military investment pouring in (for obvious reasons)
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