Sunday, April 22, 2018
Had to study for exams, and was otherwise bummed at having fucking ice and snow in April, but now that everything has more or less worked out I'm back online!
New Deal Demoncrat - weekly indicators. Rail is still fantastic, tax withholding is down due to the Trump tax cuts, and Baltic Dry seems to be spiking with resources.
Speaking of which, a late-cycle thing to look out for is a spike in commodities. Seems we're getting there now. That might be nice for miner stocks....