Bear vs bull

Welcome Q3 25!

Really…

With the second quarter of the year (Q2 25) behind us came new US stock market records yesterday, 30 June, and it’s confirmed: the transport and logistics (T&L) sector isn’t very much liked by investors at this critical economic juncture.

Blame Tariff Man, geopolitical risk, volume risk, shifting trade lanes and so on and so forth. For that matter, more broadly… The Heisenberg labelled Q2 25 as ’A quarter to remember’, because “hoping you bought the dip”… all’s well ...

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