Asset light or heavy in transport & logistics (T&L)?

Trucking- or railroads-related upside? What else?

What about freight forwarding – CH Robinson and, in particular, Expeditors, whose numbers are due in about 24 hours?

And which one offers the most bang for your buck going forward?

The screen grab below sourced from UBS research released at the end of last week unequivocally points to the fact that looking from the good, the bad and the ugly in T&L Americas, if its projections are right…

… ...

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