Donald Broughton, founder and managing partner of Broughton Capital (“a deep-data driven quantimental economic and equity research firm”) and the author of the Cass

I swear, JP Morgan’s Patrik Schowitz must be reading our stuff 😉! “Stepping back from the short-term political noise, the focus should be on

Cass Information Systems’ monthly Freight Index Report is widely followed and respected because, simply put: “….since the end of World War II (the period

“When prices have been driven by a lot of leveraged buying and the market gets fully long, leveraged, and overpriced, it becomes ripe for

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the

Given the color of the latest release of the Eurozone’s Industrial Production numbers, we certainly can’t fault the ECB for announcing a rate cut

Legendary oil man and trader T. Boone Pickens left the world today, at age 91. Here’s a bit of timeless (and timely!) wisdom from

The first chart below speaks to what we’ve been preaching herein since our proprietary macro index peaked back in January 2018: click each insert

Here’s an internal memo (me to staff) that’ll give you the flavor of current (i.e., only for this very moment) market sentiment: “So last

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the