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Sign In(1) From giddy about tax cut to confused about full impact, while worrying about trade war. (2) Short wait-and-see period? (3) CEO survey is more bullish for capex than are capex indicators. (4) Capex as a percentage of cash flow is down from previous highs. (5) Business spending on high tech is flying high, not counting computer hardware, stalled by the cloud. (6) Plenty of cash for capex and buybacks. (7) Will NAFTA exist mañana? (8) Italy remains ungovernable and a thorn for EU.
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