Add equity risk, the mix of growth matters, and clean up of the Nasdaq aisle It's Still Early Figure 3: We will be scouring earnings reports and the data for evidence of improved capital spending plans. 2021 is likely to be a very strong year for capex though a reversal of the corporate provisions of the Tax Cuts & Jobs Act is a significant risk.
Podcast: It's Still Early
Podcast: It's Still Early
Podcast: It's Still Early
Add equity risk, the mix of growth matters, and clean up of the Nasdaq aisle It's Still Early Figure 3: We will be scouring earnings reports and the data for evidence of improved capital spending plans. 2021 is likely to be a very strong year for capex though a reversal of the corporate provisions of the Tax Cuts & Jobs Act is a significant risk.