Do I know any steel industry wonks?
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Do any of you?
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I’m trying to figure out what the hurdle rate is to expand capacity rather than to increase output in existing capital stock.
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Ah a true wonk question. Not something I have any immediate thoughts on. I suggest confidently tweeting a wrong answer to the specific question to invoke the power of Cunningham’s Law. The best way to smoke out the wonks is to annoy them.

