Category Archives: Quick Quill

Trolling for a Labor Cycle Turn

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Trucking in the Crosshairs

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Positioning for a U.S. Recession

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Even Without Higher Pump Prices, Supply Building and Demand Faltering

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Recession Risk is the Value Trade

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Long energy, Short consumer discretionary

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Data Validate Industrial Recession Call

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Consumption Flashing Contraction

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Consumer Tapping Out

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The Rising Safety of Safe Havens

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