Quant thesis: When weekly port container throughput drops 12%+ from 4-week average but remains above year-ago levels, it signals demand digestion pause, followed by restocking surge within 2-4 weeks.
Plain English: Uses freight and logistics data to test whether shipping activity can predict sector ETF strength or weakness.
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When weekly port container throughput drops 12%+ from 4-week average but remains above year-ago levels, it signals demand digestion pause, followed by restocking surge within 2-4 weeks.
Uses freight and logistics data to test whether shipping activity can predict sector ETF strength or weakness.
Uses freight and logistics data to test whether shipping activity can predict sector ETF strength or weakness.
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