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Prikvačeni tweet
BoAML transport analyst Ken Hoexter's new note "Broker Wars Pt. 1" outlines an emerging & threatening price & tech war in the freight brokerage industry. I offer my thoughts & put the transformation in the context of what I've learned in the past 2 yrs.https://www.freightwaves.com/news/the-broker-wars-big-bets-pit-new-entrants-against-incumbents …
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John Paul Hampstead proslijedio/la je Tweet
Emerge scores $20M to expand digital freight marketplacehttps://www.freightwaves.com/news/emerge-scores-20m-to-expand-digital-freight-marketplace …
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A look at pre-coronavirus PMIs and the industrial recovery that might have been via
@johnautherspic.twitter.com/MxpA1x6yyX
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Can we just go ahead and cancel democracy and install Franz Herzog von Bayern, Duke of Bavaria and senior heir to the House of Stuart, as our king?https://www.politico.com/news/2020/02/03/iowa-caucus-2020-election-110600 …
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John Paul Hampstead proslijedio/la je Tweet
PhD student, c.2020: Here’s a limited argument I made based on years of specialized research. Hope it’s OK
Philosopher dude, c.1770: Here are some Thoughts I had in the Bath. They constitute Universal & Self-Evident Laws of Nature. FIGHT ME.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
There’s no reason to think his positions have materially changed—this is not a guy whose worldview is susceptible to alteration by realityhttps://www.cnn.com/2019/03/14/politics/kfile-bernie-nationalization/index.html …
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Tweet je nedostupan.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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John Paul Hampstead proslijedio/la je Tweet
UPS Chief Executive David Abney says Amazon now makes up 11.6% of the company’s annual revenuehttps://www.wsj.com/articles/todays-logistics-report-parceling-out-profits-amazons-shipping-prime-flipping-reverse-logistics-11580484153 …
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Lowell’s last book, which moved beyond the unrhymed sonnets of The Dolphin, goes for a new free verse style that is elegiac and nostalgic where The Dolphin was very immediate and crowded with other voices. Lot of fun digging into it this weekend.pic.twitter.com/ulM25XqVzZ
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Arguably worse than Harry and Meghanhttps://twitter.com/guardiannews/status/1223335212119134212 …
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Thanks
@benjaminhgordon for the time--sounds like transport execs are bullish on 2020.https://www.freightwaves.com/news/ben-gordon-supply-chain-execs-optimistic-about-growth-ready-for-ma …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
John Paul Hampstead proslijedio/la je Tweet
There are 4 types of people in this world. Those that: 1) won’t ever think to wear anti viral masks (buy and hold) 2) bought anti viral masks weeks ago (value) 3) will now pay $100 for a set on eBay (growth) 4) bought anti viral masks weeks ago to sell on eBay (private equity)
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John Paul Hampstead proslijedio/la je Tweet
You asked for it & we delivered. 2018 & 2019 were night and day when it came to the freight market, so what's in store for 2020? Tune into FreightWavesTV on Friday at 2pm EST for your 2020 Freight Outlook sponsored by Emerge. The phone lines will be open: call (423) 710-9777pic.twitter.com/6PREXMqlzV
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John Paul Hampstead proslijedio/la je Tweet
Airlines cancelled flights to China American Airlines (Shanghai and Beijing) British Airways Lufthansa Air India (Shanghai) Asiana Airlines Jeju Air Jin Air Co Finnair Oyj Lion Air Jetstar Airways’ Singapore Ops, Air Macau Reduced Flights Cathay Pacific United Airlines
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John Paul Hampstead proslijedio/la je Tweet
@JPHampstead and Kevin Hill discuss C.H. Robinson earnings. Robinson reported net income of $99.1 million, down 47% year-over-year. Earnings per share fell 45.5% yoypic.twitter.com/wN6RAi3qUe
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4/ In any case, capacity crunch may return to Chicago intermodal when volumes finally recover. May be an opportunity for truckers and savvy freight brokers to sell into.
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3/ Vena may be following the
$CNI playbook from when he was at the Canadian rail—shifting intermodal density out of Chicago and toward St Louis and Memphis to achieve better balance.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
2/ COO Jim Vena said that UNP would reduce Chicago intermodal terminals from 6 to 3. Chicago was already the most congested part of the country’s intermodal network when trucking overheated in 2017-8. Hard to see how this could help if we return to high vol environment.
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1/ Digging a little deeper into
$UNP Q4 earnings call, one of the interesting parts of the intermodal guidance was around the railroad’s Chicago operations. After mgmt first characterized the changes as “investments” to reduce complexity & improve fluidity, later in the call...Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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