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US Trucking Primer II : Truckload Carriers Overview
Continuing the analysis of the trucking industry and cycle from two weeks ago, this article provides an overview of the truckload carrier segment.
Feb 1
8
2
US Trucking Primer I: Cycle basics
Death on the Ridge Road - Grant Wood - 1935 (Wikimedia)
Jan 18
14
1
1
Lithium review - 4Q25
Sentiment changes from glut to shortage, does it have any battery left?
Dec 7, 2025
9
4
2
Brazil monetary and credit cycle review
Interest rates, money supply, credit growth, NPLs, and credit exposures by bank
Sep 27, 2025
8
5
2
Olefins Primer Series 1: Intro
15-page dive into the heart of the Chemicals industry
Sep 13, 2025
14
3
2
Salmon industry update
Recapping the cycle and developments of the most profitable fish in the sea.
Jul 20, 2025
13
1
Chemical Series I: Intro to Chemicals
Basic segmentation, economics, sub-industries and players of the most fundamental and violently cyclical industry.
Mar 30, 2025
17
2
2
Lithium primer
Economics, cycle dynamics, players and plays of the white oil.
Feb 23, 2025
8
6
2
IT Sector Overview
A basic presentation of the fastest growing sector in the economy.
Dec 29, 2024
9
2
2
Brazil Capital Markets Primer
Stock exchanges, investment banks, insurers and payment processors.
Nov 16, 2024
9
1
A Framework For The Cyclical Industries
How to understand, model and find opportunities among the cyclicals.
Nov 2, 2024
22
7
3
Mexico Industrials: Bird's-Eye View
Oligopolies, compounders, and Burry plays among 20+ industrials.
Oct 20, 2024
6
3
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