AM

The unprompted feedback I have received from our marketplace in the past few days has reached peak vibe.

All rise

It’s been about hype for XPO spin-off GXO Logistics, adding over $1bn of value a week in two weeks (at its highs) since trading in the grey market at $60 a share.

“Brad Jacobs? A natural born killer.”

It’s also about deals and corporate restructurings under way, as well as the struggle of vertical consolidation that is a good thing only if the carriers ...

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