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Archive of entries posted on 6th February 2019

The State of the Union is lovely — if only we’d do something. Especially if there’s a recession looming.

The State of the Union. I listened for something investible. A morsel? Maybe $500 million of infrastructure? Nothing. A reader sent me news: China’s high-speed railway network added 2,500 miles of track in 2018, bringing the nation’s total high-speed railway mileage to 15,500. That gives China about two-thirds the high-speed railway track in the entire […]