- URI: Better Than Ever, And Very Inexpensive
- Machinery: G20 Boost To U.S. Farmers
- URI: Mapping A Downturn
- Machinery: Farm Health Assessment Ahead of Deere Earnings
Packaging and Forest Products
- Containerboard: Capacity Growth to Slow in 2019, Come in Lower in 2020
- Containerboard: Guess What? The World Did not Start in 2000 AD!
- Market Pulp: Will China Import Strike Push Down Global Prices?
- Pulp, Paper, and Containerboard -- Hurricane Florence Likely to Have Less Impact Overall Than 2017's Harvey
Global Aerospace & Defense
- SAIC: FY3Q19 - Too cheap to ignore
- DEFCON: Beltway Bandits Tour 2018
- BBD.B-CA: Making the case at the investor day
- Airline Scorecard: November 2018 - Back on the front foot
- Chemicals: Commodity Chemical Calculus; Unhappy Holidays
- Chemicals: A Brief Study of End Market Exposures
- TROX: Are You Not Entertained? Is This Not Why You Are Here?
- FMC: Investor Day Highlights Growth and Granularity