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Interesting investment, if the US economy is indeed undergoing a restructuring with the dollar declining and exports replacing imports, then this should create a lot of business for the rail-roads.

However, while the transformation away from import driven consumerism, to manufacturing led exports may sound like things are great, they are in fact getting slightly worse. Because it is driven by a reduction in American global purchasing power, this makes imports, oil among them, more expensive and domestic products more price competitive.



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