(1) Railroads’ uphill climb. (2) Tariffs, end of margin gains, competition from truckers, and market disruption from (who else?) Amazon et al. throw rails off track. (3) Doing the Valuation Shuffle. (4) Stagnant S&P 500 P/E belies much churn among its sectors. (5) Value and Growth stocks have been mixing things up too, with Value outperforming Growth for a change. (6) Tossing stablecoin concept around, with vocal supporters and detractors.
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