This Time, A Weaker Dollar Is Part Of The Plan [Seeking Alpha]
PRYSMIAN S.P.A. UNSP/ADR (PRYMY)
NASDAQ:AMEX Investor Relations:
prysmiangroup.com/en/investors
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Source: Seeking Alpha
A weak dollar is not accidental but a deliberate monetary counterpart to geo-capex, benefiting U.S. exporters, infrastructure, and hard assets. Hard assets—including metals, infrastructure sovereignty plays, and export-sensitive manufacturers—are favored as cash loses its risk-free status. I maintain a bullish market view, emphasizing Prysmian, CAT, ETN, DHI, DE, AGCO, and Canadian railroads as prime beneficiaries of these trends. Max Zolotukhin/iStock via Getty Images The Monetary Counterpart To Geo-Capex After Davos, we talked about geo-capex as the best conceptual frame that explains the current macroeconomic environment and that sets the tone for the next decade. We discussed the duplication This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of PRYMF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (oth
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