Headed out this afternoon for a week in Cartagena. Today’s a travel day and that usually completely disrupts posting. After that–depends on the whether… You know, whether it’s sunny, whether lunch has been really good. I’m sure I’m get in a post or two or three, but I can’t guarantee a schedule. Back to real life on March 29.
Vacation days
Maybe I missed it but I did not see much discussion of the implications of “the wall” for investors. Trump’s wall, the one he swears he will build. It would require a boatload of cement. But it’s fraught with politics. A post on Bloomberg reports that a number of possible builders such as Cemex have already declined to bid for the job. And Cemex share price did not reflect much excitement about the prospect of the wall either.