Special Topic

Leading indicators are flashing red.

We game out best, base, and worst cases for the U.S. macroeconomy, financial markets, and freight markets.

We reflect on the causes of private equity's spotty record in asset-based trucking.

Philadelphia and Savannah volumes should peak in March as South American imports dry up and Mexican harvests begin.

Railroads performed the best, while LTL earnings cratered.

Infections jumped 1,300% since our January 27 note.

We experiment with a Landstar BCO dataset to get a read into absolute capacity.

Detention time is a growing problem and is costing carriers billions by delaying their return to the road. In this...

Our first warning about coronavirus risks to international trade and supply chains.

Three factors are contributing to a tough environment for operators of trucking assets.