That article shows a rate of change increase, off of a weak base. Plus more recent news is this: https://www.marketwatch.com/story/capex-is-starting-to-ramp-up

That article shows a rate of change increase, off of a weak base. Plus more recent news is this: https://www.marketwatch.com/story/capex-is-starting-to-ramp-up-but-will-it-make-a-difference-for-stocks-2018-06-25 https://www.marketwatch.com/story/capex-is-starting-to-ramp-... This shows that capex investments are only starting to ramp up, are unevenly distributed. In general it supports the position that stock buy backs are the preferred route of money use given the current monetary scenario. Especially since stock buy backs are at record highs. This helped me find another point of interest - that 10% of households hold 86% of stocks. Meaning that the gains to shareholders will only re-concentrate wealth.