. It will be Infrastructure to the rescue !
. Europe needs 2trillion in infrastructure investment.
. Not to mention America. china, India, Indonesia, MENA, Africa
. The world needs infrastructure investment.
. But where the money going to come from.
. Most likely Stock Market.
. Meaning to say, P/E ratios has to come down
. As Institutions liquidate to fund this long term infrastructure growth.
. This requires political, financial and media cooperation.
. No wonder BHP is going ahead with their $30B Olympic Dam project
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