Browsing Tag

commodities

Economic downshift sinking in?

I want to run something by you here. It's entirely speculative but there are multiple threads hanging off of it that give me reason to speculate. It's about the trajectory of the US (and global economy) and signs that growth is slowing.…

Water and mergers and acquisitions

This is a follow-up on my entry water post from yesterday. The thesis here is that mergers will be a big part of the landscape as companies seek economies of scale and scope or vertically integrate to deliver water to their customers. But…

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