---
title: "Notes on hard assets and the physical economy"
description: "Crosstimbers writing on infrastructure, capital cycles, and the platforms behind the physical economy."
url: "https://www.crosstimbers.com/articles"
site: "Crosstimbers Capital Group"
---

# Notes on hard assets and the physical economy

Crosstimbers writing on infrastructure, capital cycles, and the platforms behind the physical economy.

## [The Infrastructure Moment](https://www.crosstimbers.com/articles/infrastructure-moment)

Published 2025-09-26

Two recent reports shine a spotlight on the evolving investment opportunity in infrastructure.

## [America's Infrastructure Report Card](https://www.crosstimbers.com/articles/infrastructure-report-card)

Published 2025-06-27

The American Society of Civil Engineers gives the country a “C.” We think it can do better, and we are building toward it.

## [Larry Fink's $68 Trillion Forecast](https://www.crosstimbers.com/articles/larry-fink-68-trillion)

Published 2025-06-25

A look at how Crosstimbers is positioned for the capital supercycle BlackRock is forecasting. We identify which segments of it are most investable.