Note by Sam Ro, CFA on Substack: "From BofA’s Savita Subramanian: “We are bullish on capex, particularly in the old economy capex after 10+ years of underinvestment.“ Capex / business investment is a big tailwind https://www.tker.co/i/92487117/businesses-are-investing-at-a-near-record-rate"

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From BofA’s Savita Subramanian: “We are bullish on capex, particularly in the old economy capex after 10+ years of underinvestment.“

Capex / business investment is a big tailwind tker.co/i/92487117/businesses-are-inves…

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