Gidday Goodheart... Yea was just listening to a dude on ****** who was saying it's likely Winter Olympics/give Oz a kick are likely factors... as you say, infrastructure will be a positive... Hoping both packages get up in the US! Not quite so sure on the 2nd, but I think we should all expect the first. Another thing mentioned on ****** however, was an iron ore tarrif from China. That could be lurking in the shadows of this latest pullback somewhere!
GRR Valuation, page-406
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