the  forest  for  the  trees


Two things that caught my attention this week, 1/6/19:

  • Powells’ comments - our initial thoughts
  • US Heavy Duty truck orders down 43% y/y = sign of spreading economic weakness

Happy New Year!  My new book, The Mr. X Interviews Vol. I is available here:  https://amzn.to/2V64pDb.  Stay connected by joining our weekly newsletter at www.fftt-llc.com.


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Luke Gromen, CFA
Forest for the Trees

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