A sign of the times as record Knight-Swift remains 'very active in M&A'
The ‘Mixed Friday January 27’ episode was worth watching
… so here and now, quick and dirty, let’s note that as the Dow Jones Transportation Average rose, FedEx mimicked its performance during the reference period. While UPS, unfortunately for the bulls (us included, regardless of direction), trailed by a great margin, matching the 10-year US Treasury yield, as VIX fell significantly from the 30s.
Looking for other signs that UPS is still worth our time as we look for value in T&L across the Atlantic, we bumped into research published ...
What next for Maersk, MSC and the other alliances?
Ocean rates ex-Asia under pressure, while PSSs return to the transatlantic
Maersk's extra insurance offer for boxes just 'another money-spinner'
Capacity control by the biggest carriers will prevent rates tumbling further
Bullish MSC continues to strengthen its fleet for life after the 2M
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