Logistics Stocks Start to Find Big Interest (XPO, MJLB, LSTR)
As legendary investor Stanley Druckenmiller recently put it, we are heading for perhaps the most dramatic moment of pent-up demand being unleashed in the economy (as vaccine-driven herd immunity helps reopen the economy to its full strength) and yet we still have trillions more in stimulus working and on the way over the intermediate term. That’s a powder keg of end demand driving asset prices higher. But, for investors, the golden question is about which areas may offer access to the most significant beneficiaries for the world around that next corner. Given the need for coordinating the u...
Source: journaltranscript.com
