Dual Fuel for U.S. Manufacturing

Dow Jones06:04

To the Editor: "Boeing and 9 More Stocks for Manufacturing's Revival, From Our Roundtable Pros" (Cover Story, Aug. 21) is right on. Your panelists well identified and explained the coming revival in American manufacturing. Besides being fueled by artificial intelligence, it's also fueled by the One Big Beautiful Bill Act. Under OBBBA, companies enjoy a 100% upfront tax write-off for qualified capital expenditures and research and development. This is a huge cash flow incentive to invest in American manufacturing.

John R. Rich Greensboro, N.C.

To the Editor: I disagree with the Boeing and Airbus calls. They will have to compete with Comac, and their market shares will fade as Boeing's did when Airbus came on the scene.

Paul Johnson On Barrons.com

Advantage, Seller

To the Editor: I've been trading options for over 50 years-buying options at first because I didn't have enough money to be a seller, and because I dreamed of making a killing in a short period ("Volatility Is Falling. It's a Good Time to Buy Options Again," The Striking Price, Aug. 19). I soon learned that the buyers were usually losing money. When I had enough capital to be a seller, I reveled in the fact that since the seller benefits from the wasting option time values, making additional income was pretty easy. When weekly and even daily option expirations became available recently, there were even more opportunities as a seller. Thus, I found Steven M. Sears' column a bit puzzling. Yes, the premiums have come down somewhat recently, but the seller (covered calls or naked puts) still has a big advantage over the buyer.

Robert T. Mann Alexandria, Va.

Comfortably Boring

To the Editor: Preferred exchange-traded funds aren't the most exciting investment, but getting those monthly dividend payments provides considerable comfort when the market gets volatile ("Preferreds Offer 6.5% Yields or More After Bond Market Selloff," Income Investing, Aug. 20).

Chuck Smith On Barrons.com

Price That Risk

To the Editor: Every so often, this country goes through a crisis so severe that we come out the other side in ways few could have predicted ("Scott Bessent's Credibility Dilemma," Other Voices, Aug. 24). How many people in 1861 saw the abolition of slavery four years later, and how many in 1929 envisioned Social Security six years later? The crisis now is debt, and the unimaginable will happen here, too. Whether it's a balanced budget, a debt jubilee, or something else, we're not in Kansas anymore.

Gene Sweet Chicago

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