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NOW WE PAY THE PRICE FOR NOT DOING ENOUGH ON INFRASTRUCTURE

In today's @markets newsletter, I talked about inflation, and how the situation at our ports and waterways is a perfect example of how the discussion of "paying for it" is totally backwards.

bloomberg.com/account/newsle…
@markets It's just amazing, we continue to have these hazy, theoretical conversations about how "the children" are one day going to have to pay for government spending. Meanwhile we have rising prices right now that can be connected to underinvestment in logistical infrastructure.
@markets Full transcript is here. bloomberg.com/news/articles/…
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