ROIC and EPC / Capital Goods over the years ROIC and EPC / Capital Goods over the years.
July 27, 2026
Sectors and calendar effects over 20+ years Sectors and calendar effects over 20+ years.
July 20, 2026
A deeper look at capital goods and EPC cos A deeper look at the financial position of capital goods / EPC companies over 20+ years.
July 14, 2026
The next steps The next steps: the progress made thus far, and interesting questions that can be asked.
July 6, 2026
Economy as an infrastructure buildout Economy as an infrastructure buildout.
June 23, 2026
Are commodities and energy priced-in? Are commodities and energy priced-in?
May 23, 2026
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