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All I Want For Christmas Is Disruption

With Christmas just 12 days away, we thought we’d show you all the most-popular tech gifts that will make Holiday 2018 a season of disruption (plus maybe give any late …

Smokey & The Bandit Inflation, Updated

Today we want to update an analysis we showed you back in July on inflationary pressures emanating from the US trucking industry. This was a hot theme mid-year as crude oil …

US Large Cap Financials Are A Train Wreck

Large cap Financials are the only reason the S&P 500 is down for the year to date. Not Tech (still up 2.5%). Not Consumer Discretionary (+4.9%). And those two sectors’ returns …