Van if you really want me to- I will go through each and every one and say how great I am- i think people are bored of that. The Great Run starts with CLSN in the other thread I have been on a mad tear if you haven't noticed - wake up and smell the bacon-- It's sizzling!
$17.33 high today... Grid Dynamics Holdings, Inc. (GDYN) 16.72+0.74 (+4.63%) As of 12:20PM EDT. This stock more than most has a Ukraine angle, they do a good amount of business in and around there. My initial hope of a war over this stock pops has been replaced with admiration of their corporate heads and the feeling that this name is going to explode UP>
BUILDING INVENTORIES Tale of Two This is weird. Yesterday the Ports chimed in that there was 'no sign of recession ' meaning those ugly containers are rolling in. Over the weekend this guy said this-- Supply chains: XPO Logistics CEO 'can't say the economy is super strong' Who's right? Or are the both right! The trucking and truck brokerage company XPO logistics (XPO) isn't forecasting a robust freight economy. "Well, Tonnage is down here in April, last month, low to single— low to mid-single digits," XPO Logistics CEO Brad Jacobs recently told Yahoo Finance (video above). "So it's not up. So we can't say the economy is, like, super strong and roaring real fast, and we're turning down freight left and right." Truck tonnage is often seen as a broader signal of the general health in the economy. Trucks carry approximately 70% of domestic freight in the U.S., moving manufacturing, wholesale and retail goods to their next destination. According to the American Trucking Association, 10.23 billion tons of freight (primary shipments only) were transported by trucks in 2020.//// Inventory Builds<---------- can be tricky... 1st you get excited up then you are stuck with the product and dial back future orders. <<<< Timing here is everything. We can rally through Q 2 earn >>>>
Right now despite the build inventories are tight<---- = People are buying. The hefty 2.0% March U.S. business inventory rise 10:45 $ECON The hefty 2.0% March U.S. business inventory rise after an unrevised 1.5% February gain beat assumptions, and it left a 6-month string of the largest increases since 2011. The upside inventory surprise reflected a 2.3% retail inventory rise that beat the 2.0% advance estimate, after a revised 1.6% (was 1.5%) February gain. Inventories remain tight despite big nominal gains each month