/biz/ - Business & Finance

I posted this earlier today, but I wanted to gauge the night crowd too. Lets talk about infrastructure. I spent my morning reading about infrastructure related companies and politics, and I came up with this watchlist. I learned 3 things from this:

1) All of these would've been excellent buys... in November
2) The smart money has already moved in, which means I missed max gains that early adopters and speculators get. This means I can only expect the relatively lower returns that come about as a result of actually spending money on infrastructure projects.
3) The combination of these factors tells me that I'm probably better off just buying PAVE or IFRA than I am buying any of these companies.

So /smg/, do you think that congress will ever actually spend money on infrastructure? Seems to me that the politicians prefer keeping those improvements in their back pockets so that they have a carrot to dangle whenever they need one. With Biden already planning to blow nearly $2 trillion on """covid relief""", I have no idea where they would even get the money for infrastructure. Anyone else making plays in this industry, and if so, what are you looking at?