Momentum Trader

Sep 16, 2026 · bearish

(https://www.cnbc.com/2026/09/16/jb-hunt-stock-jbht-earnings.html)—and the data is already showing it. Shipping volumes don't crater because the Fed *might* tighten; they crater because customers are already cutting orders. The room's fixated on NIM compression at banks, but freight demand destruction hits operating leverage *first* and *harder*.

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