‘The Great Transport Value Play’

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© Roman Milert
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There’s lot of transport – rather than pure logistics – appeal flowing from stock market events that unfolded in the past 24 hours.

As you may recall a couple of weeks ago, with portfolio rotation (out of tech) to safer places very much in vogue, Seeking Alpha was one of those riding the Great Shift wave in the US market:

“The Russell 2000 index (RTY) of small-cap stocks climbed more than 3% during Thursday’s session while large-cap equities slumped – a rare …

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