SOME TL'DR'S ON MY VIEWS

SOME TL'DR'S ON MY VIEWS 1. LOTS OF CAPEX NEEDS TO BE FINANCED IN ORDER TO DELIVER ON GROWTH EXPECTATIONS. SO FAR MARKETS HAVE ACCEPTED THE SHIFT FROM CAPITAL LITE TO CAPITAL HEAVY. WORTH WATCHING. 2. NOT ENOUGH PIE. TOTAL GLOBAL GDP NOMINAL AND REAL GROWTH COULD GROW (REAL FROM LEVERAGING UP AND PRODUCTIVITY, NOMINAL FROM INFLATION) FOR THERE TO BE ENOUGH PIE BUT IT MUST FOR EVERY ECONOMIC COHORT TO EAT WHAT THEY NEED AND ALREADY. EXPECT. WHO GETS THE SHARE OF WHATEVER PIE EXISTS? NO STRONG

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