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<\/p>\nThe year is ending in a big flurry of economic activity, the main street kind. The learned elites sense it from retail sales, but there is more tangible stuff going on.<\/p>\n
I just helped a client buy a new commercial van. The dealers are selling out of inventory and are scrambling as businesses rush to replace aging fleets. I had to give an order to a dealer across a mountain range to get the model \u00a0 needed, as all others were sold out.<\/p>\n
Housing and commercial extension\u00a0 new construction is hitting a pace not seen in decades. Wages are rising for skilled labor.<\/p>\n
The halfway house for felons are having no trouble finding jobs these days. All they have to do is show up sober and work is there.<\/p>\n
Companies are paying bonuses and increasing their percentage for group health insurance to keep people.<\/p>\n
People who work with their hands and hearts are seeing growth in prospects for the first time in their lives.<\/p>\n
Being older than dirt, I forget that none of these people remember the JFK tax cuts, or the Reagan tax cuts and the boom they kicked off.<\/p>\n
I am seeing a sense of excitement, pride, and amazement\u00a0 on faces that have never seen the America I know. It is a most wonderful time of the year.<\/p>\n
Mix plentiful energy supply\u00a0 plus aging capital stock across the board in public and private assets with a workforce that gets a taste of higher wages plus overtime and watch the fun begin.<\/p>\n
I expect the new plants to be built in red and some newly purple states. I bet the blue ones will be avoided like the plague for new investment.<\/p>\n
I am thinking the areas in the blue states outside the urban enclaves should start “Business Sanctuary Counties” and ask the Federal executive for protection from State sponsored economic terrorists. Sounds like a homeland security issue to me.<\/p>\n
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The year is ending in a big flurry of economic activity, the main street kind. The learned elites sense it from retail sales, but there is more tangible stuff going on.<\/p>\n
I just helped a client buy a new commercial van. The dealers are selling out of inventory and are scrambling as businesses rush to replace aging fleets. I had to give an order to a dealer across a mountain range to get the model \u00a0 needed, as all others were sold out.<\/p>\n
Housing and commercial extension\u00a0 new construction is hitting a pace not seen in decades. Wages are rising for skilled labor.<\/p>\n
The halfway house for felons are having no trouble finding jobs these days. All they have to do is show up sober and work is … Continue reading