My blogs

Blogs I follow

About me

Introduction	This blog looks to capture driving forces in companies, sectors and the economy. These forces don't always follow headlines. In fact we try to frontrun potential headlines by taking a forward look at industry. To do this, we tie various streams of data to produce an analysis of a company's current position, and its potential to capitalize on the position. The stock market and its companies are the backbone of this effort. Unless otherwise specifically attributed, articles are written by Ron McWilliams

Introduction

This blog looks to capture driving forces in companies, sectors and the economy. These forces don't always follow headlines. In fact we try to frontrun potential headlines by taking a forward look at industry. To do this, we tie various streams of data to produce an analysis of a company's current position, and its potential to capitalize on the position. The stock market and its companies are the backbone of this effort. Unless otherwise specifically attributed, articles are written by Ron McWilliams