As I have mentioned before, two of the four themes I have mentioned are Artificial Intelligence/Machine Learning and US “Fiscal Primacy” in which fiscal policy provides a supportive role to the economy that significantly outpaces monetary policy. I was in the middle of writing the third thematic primer on US Fiscal Policy (Inflation Reduction Act, IIJA, CHIPS Act) when this name reported earnings and as I looked into it more I felt that I should try to get it out as soon as possible because it represented a significant opportunity. Because of this, the next thematic primer won’t be out for another 7-10 days, I figured this was more time sensitive!
July 31, 2023
Long Thesis: Celestica
For investors with a long-term horizon, CLS provides leverage to critical technology growth trends as a strategic design and manufacturing partner to…
