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Summer Wall of Worry II: Carr’s Time to Build
In our Summer Wall of Worry Part I note, we quickly reviewed the status of policy issues to help investors understand what to worry about this summer and what they can safely ignore until the fall. In this follow-up note, we analyze FCC Chair Brendan Carr’s recent speech outlining his agenda—constructed around the theme of building--and its implications for investors.
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Blair Levin
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