and this form another article in Barron's this weekBut what to buy? One plausible strategy is don’t fight the federal government. Look for popular stocks with improving outlooks tied to the reshoring of manufacturing, infrastructure spending, and the electrification of everything, a catchall term for the effect that EVs and renewable energy are having on the economy. These are all getting a boost from the $1.2 trillion Infrastructure Investment and Jobs Act and the $500 billion Inflation Reduction Act.