Whiff of Sagacity

Macro-economic cycle based investing, Engineering, Outdoorsman

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@AahanPrometheus I'm here for the macro view, but stay for the poetry too...🤣

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@PPGMacro @FreightAlley There appears to be some strong seasonality, along with the substantial decline from last year. Perhaps a year over year chart would be more illustrative of the drop?

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@LouisBersin Thank you for the Christmas update!
Joyeux Noël

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@steve_donze Agreed, worth watching. One contributing factor (chart from Baron's article)

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@Not_Jim_Cramer Isabelnet has one here at https://t.co/N80T1GffWe