I could be totally wrong but even if labor gets in (generally bad for stock markets when plotted historically), BLD could be seen as a hedge as labor will still spend up big on infrastructure.
Its the next stimulus for the economy. Was mining, then housing, now infrastructure to keep the debt bubble rolling along.
It'll all be clearer in the rear vision mirror compared to looking through the windscreen
I could be totally wrong but even if labor gets in (generally...
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