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Media Headlines vs Fundamentals

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Oil/Energy Companies as Inflation Hedge

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Chemical and Rail Activity Continue to Rise

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Market Top?

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CAB Hits All-Time high

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Retail Sales and Inflation

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Retail Sales Hold Strong

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A Top?

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CAB Rises

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Chemical Activity and Truck Tonnage Rebound

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Data Continues To Rebound

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Improvement Continues

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Cueing Up Rebound Indicators

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30yrs. Of Recession Calls That Weren’t