Food for thought

Inflation sucks, but given your job. I would say in many ways just having something coming in is a win because the Fed literally tried to kneecap the construction space and it kept churning along. Hopefully there is some catchup for you now. We are starting to see real results in measurements, but individual attitudes remain stuck.


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Hardly kneecapping electrical construction with the IRA....
 
Hardly kneecapping electrical construction with the IRA....
And electrical consumption for every category at all-time highs with warnings the infrastructure can't meet future demand. I see it more of an issue of people not wanting to pay the price for electricity that would include future buildout. They want their lights and AC on for as cheaply as possible.

Yes, that sounds like a great economy to me.
Context. We didn't see unemployment hit 10% when the Fed battled inflation like the 70-80's. Remember the predictions of the recession that never happened? Individually, everyone has their own story, but the overall sentiment doesn't match the charts. This is a great economy and we need to admit that because it might not get better. On inflation, gasoline (RBOB) prices back to same price as 10yrs ago.
 
gasoline (RBOB) prices back to same price as 10yrs ago.
That's context too. I just got the best contract we've ever seen. Doesn't even come close to keeping up with the prices across the board. Saying it could always be worse doesn't mean things are great. I'm out on this one. Gonna be an interesting evening.
 
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