Rail car counts are stable with YoY improvement. But there is no clear trend line whether the YoY improvement (ie, second derivative) is growing or contracting.
QE2 may not succeed in boosting the U.S. economy because of unattended structural defects. The result may be liquidity leakage creating problems in the rest of the world.
We have experienced unprecedented volatility in commodity prices over the past two years. Is this indicative that decades long price trends may be changing?