Contrarian Reads

What Trumpian Boom? U.S. Freight Slowdown Is Accelerating

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Forget the G20 Trade Truce, Global Manufacturing Recession is Here

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Nothing Was Resolved Between The US And China, Meanwhile Global CapEx Has Ground To A Halt

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Stagecraft Or The Fifth? The Coming Comeuppance Of Bobby Mueller

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Global Manufacturing PMI Crashes To 7-Year Lows As New Orders Slump

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Cars, Games, Planes, Everything Except Brains: Washington’s Trade War With The EC Heats Up

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Hey, Kids, Where Do Booms And Busts Come From? The Fed, Stupid!

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Hope For A Breakthrough In Korea—It’s Real

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Pot Calling The Kettle Black: Washington Broke The JCPOA Deal, Not Iran

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Plunging Residential Construction—Another Canary In The Rafters

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