Blog and Resources 

If you want to understand the U.S. economy, don’t start with GDP or the jobs report. Start with the companies that actually move goods—parcel carriers, trucking fleets, freight brokers, and global shipping lines. They are the circulatory system of the economy. When they slow, it’s a leading indicator. When they surge, it’s usually real. ShadowHornet Capital Advisors took a look across 20+ major logistics and shipping companies shows a striking message: the U.S. goods economy

The world’s largest private-markets managers—Blackstone, KKR, Apollo, Carlyle, Ares, Brookfield, StepStone, Blue Owl, 3i, EQT, and others—are quietly sending a remarkably clear message about where the global economy is heading. And if you read their stock performance closely, you can extract a sharp picture of both current conditions and the near-future outlook heading into 2026. The short version? Private equity is renormalizing. But that renormalization is exposing the bigg

Over the past two years, public markets have delivered a brutal verdict on traditional IT services, BPO, and staffing firms. A performance matrix of 20+ listed companies across IT professional services, large- and mid-cap IT, BPO, and staffing/HR shows deep, broad-based drawdowns,  frequently in the 50–80% range over two years, with only a handful of notable exceptions. This isn’t a routine correction. It looks like a structural repricing of an entire business model. Below is