Chart Dump
I spent all weekend looking for attractive looking charts across all SPX industries. Below is a dump of the most compelling ones....
Time to Revisit the Airline Out-Performance Idea
One of the calls from this site that I’m most proud of is the long airline thematic I began laying out in spring-12 well before the group took off and well before it was fashionable to own it. Revisit these…...
Protectionism as an Emerging Macro Thematic
Deep and wide is the chasm in philosophical world views that stands between the remaining three candidates – Trump, Clinton or Sanders – for the US presidency. However, that great divide vanishes when it comes to the topic of globalization and…...