In the name of Kuehne post-MSC/Mærsk divorce
‘”He did better in size, ha ha”
If something has clearly emerged from the first round of Q2 ’20 earnings in the past two weeks – from JB Hunt to CH Robinson and Echo Global Logistics in the US via Kuehne + Nagel out of Europe – it’s that the bears, including me to some extent, had underestimated the resilience of logistics, although the quarterly relief could be momentary.
Leader for a reason
A little step and one delivery at a time, though.
Ever since early June, it wasn’t incredibly ...