You can find the LMS Monthly Report for December 2019 here.

The LMS market slowdown has continued, although there is interesting data from First Seen analysis (more of a leading indicator). For T12M First Seen data, there appears to be a pickup in the market after its Sep 2019 low. Obviously we’re not back up at 2018 levels, or even early 2019 levels, but the possible reversal of the trend is worth watching.

As always, let us know if you have any questions or comments.

Thanks!

Sincerely,

Phil for
The MindWires Team