Hedgeye CEO Keith McCullough is adding Knight-Swift Transport (KNX) to the short side of Investing Ideas. Below is a brief note.
Especially on economically cyclical stocks, think long and hard about what their Full Investing Cycle #slowdown in earnings are going to be with #RecessionRisk rising...
One of my favorite recent #VASP Signals (on the bear side) of that remains Knight-Swift Transport (KNX). See Jay Van Sciver's Industrials Pro research product on why.
Q2 Earning Season starts this week. It's going to be nasty,
KM
