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Sign In(1) The circle of life: GDP and profits drive capital spending, which drives GDP. (2) Hunkering down this time. (3) Lots of cash for dividends and buybacks. (4) Lots of pent-up demand for capital goods. (5) Forward earnings is bullish for Industrials. (6) A shortage of knowledgeable and experienced workers. (7) Capital goods output popping in Germany, the UK, and the US. (8) Overweight-rated Industrials are outperforming.
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