From the category archives:

infrastructure

What I Learned About the Economy From Watching Food, Inc. (dir. Robert Kenner, 2009)

June 30, 2009 · 14 comments

in agriculture , business , capitalism , commodities , economy , films , health , infrastructure , nutrition , survival

NB: As you can imagine from watching a film like Food, Inc., it can be hard to separate the emotion and just report “calmly” on the plain facts presented by the film.  Originally I wrote this the same day I saw it, but I’ve since gone back and edited it to try to tone down [...]

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Another Case For A Coming Turnaround - Toromont Earnings Up

February 9, 2009 · 0 comments

in earnings , infrastructure , market timing

Industrial equipment supplier Toromont’s earnings actually GREW this past quarter.  Earnings were up 25% for the months of October, November and December 2008 - right on through the huge meltdown.  How is that possible?  It seems like this helps build the case for an infrastructure-led turnaround, even though Boeing just laid off a bunch of [...]

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Betting on Infrastructure? Boeing Just Cut 10,000 Jobs

January 28, 2009 · 1 comment

in Obama Effect , infrastructure , layoffs

Those people betting on seeing the Obama Effect in infrastructure should tell me what they think of Boeing’s latest job cut announcement (read it here).  Or is this a sign that the infrastructure pre-bubble has popped?  Either way, it’s pretty sad and scary.  Canada also just announced that the recession is going to be deeper [...]

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