YWR: Your Weekend Reading

YWR: Your Weekend Reading

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YWR GP: Industrials charts look good.

David Quinn's avatar
David Quinn
Oct 15, 2025
∙ Paid

The latest from daquinn@targetedequityconsulting.com

David thinks we are in the midst of a shift where industrials outperform software.

US industrial companies continue to defy the recession call. It is clear middle America is at the beginning stages of a major macro shift, while the software industry will continue to face challenges. The most simplistic …

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A guest post by
David Quinn
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