Wednesday, April 16, 2008

how about some multi-decade themes?

who exports food? the usa. how will we get it there? rails and ships: think bni, csx, nsc. what will be used? equipment and fertilizer: think de, joyg, pot, mon. where will the money go? back into the economy. what will we do with it? invest in alternative energy: solar, wind, nuclear.

long csx, mon

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