Fed rate cut just opened a narrow investment window

3.75% changes everything for capital-intensive tech...

Hello,

The Fed’s quarter-point cut this week did more than lower borrowing costs—it created a perfect storm for one type of technology investment.

Capital-intensive infrastructure projects just became dramatically more attractive, and a handful of companies are positioned to capture billions. Access full story here.

-Christopher

P.S. Powell already hinted December might be different. You really need to read this before it’s too late.