New York or Bust: We Pledge to Follow the Money…
by Robert Williams, Publisher
Tuesday, October 27, 2009
Infrastructure projects seldom make headlines. But such massive endeavors are big business, nonetheless.
At Investment U, we don’t put much stock in what the mainstream media – CNBC, Barron’s, Kiplinger and the like – is reporting.
Rather, we relentlessly follow the big money. Because that’s where the best profit opportunities reside.
And infrastructure, given that much of the $787 billion stimulus package is earmarked for the building of large-scale projects, has undeniable investment merit.
To date, over a quarter of the stimulus money – $195 billion – has been put forth into the economy (since the bill became law in February). But the lion’s share of the spending was for “quick fix” initiatives to aid struggling states and the unemployed.
However, the big money – that which is specifically intended for massive infrastructure projects – is set to kick in during 2010. As such, we expect this space (infrastructure) to yield sizeable returns in the months ahead.
Our energy and infrastructure expert, David Fessler, is about as juiced-in on “all things infrastructure” as someone can get.
In his article on drilling for natural gas, he’s detailing an unconventional profit opportunity borne out of New York City’s potentially precarious water supply situation.
Ahead of the tape,
Robert Williams
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