US intermodal picking up steam as trucking woes continue
After a long trough of sluggish performance, US intermodal traffic is growing, and the market ...
It was a bright, wonderful week indeed in terms of value accretion if you knew where to look in transport and logistics stateside.
(Numbers matter and don’t, as you may know. More evidence here: they don’t.)
This is my demo-only portfolio’s top tickers when markets closed on Wednesday:
Of the leading five, LTL master Old Dominion gave up 2% of gains yesterday, followed by the best performer of the previous day, Union Pacific (railroad; -2.48%), and then XPO (LTL; -1.5%), ArcBest (LTL; -0.23%)… with asset-heavy ...
Etail by air – here to stay or on a short shelf life?
HMM sees opportunities in Hapag-Lloyd’s exit from THE Alliance
The rise and rise of China's ecommerce platforms
Legal battle heats up over 'unseaworthy' and 'reckless' MV Dali
Increasing scrutiny could stall rise of ecommerce platforms, as TikTok faces US ban
DSV chief reticent on Schenker: the focus on growing market share
Another strong month for US ports as container flows continue to rise
MSC redeploys 'Israel-linked' box ships away from Persian Gulf
Alex Lennane
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Alessandro Pasetti
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