Q4 Aero and Rail Ascending
U.S. payroll growth slowed, adding only 22,000 jobs in August,…
Expect a Major Rail Consolidation
Evidence, arguments, and testimony presented by the Union Pacific…
Adapt to an Improved Aero & Rail Investment Outlook
Through the first 29 weeks of this year (ended July 20), the…
Rail Uptick Defies Slowing GDP, While Aero Outperforms
Rail Uptick Defies Slowing GDP, While Aero Outperforms
Tariffs and Trade Shift Markets
Tariffs and trade shifts are affecting markets. Learn how aero and rail have reacted to these tumultuous times. Call RESIDCO.
Market Disruptions Bolster Aero & Rail Investment
A weaker dollar and Treasury market volatility has made hard asset Aero and Rail investment more attractive. Call RESIDCO.
New Regime Decisions Reverberate Through Aero & Rail
A government shutdown averted, a stopgap spending bill signed…
2025 Core Themes for Aero and Rail Investment
Strong GDP growth, sticky inflation, and a soft landing–core…
Looking Forward to 2025 Aero and Rail Investment
November’s jobs report exceeded expectations (payrolls increased…
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Recent Posts
Q4 Aero and Rail AscendingOctober 3, 2025 - 2:37 pmU.S. payroll growth slowed, adding only 22,000 jobs in August, the lowest since December 2020. Unemployment was 4.3% in August, still low, but the highest since October 2021, nearly four years ago. Initial jobless claims edged slightly higher. Recognizing that the labor market drives consumer spending (accounting for 70% of the U.S. economy), the Fed, on […]
Expect a Major Rail ConsolidationSeptember 3, 2025 - 4:28 pmEvidence, arguments, and testimony presented by the Union Pacific and Norfolk Southern and interested parties (Rail Shippers, Labor, Competitors, Federal, State, and Local government agencies, and the Public) will influence how each Surface Transportation Board (“STB” or the “Board”) Member chooses to interpret the Board’s earlier June 11, 2001 “Major Rail Consolidation Procedures” Final Ruling[1]. […]
Adapt to an Improved Aero & Rail Investment OutlookAugust 4, 2025 - 7:21 pmThrough the first 29 weeks of this year (ended July 20), the Association of American Railroads reported North American rail volume up 2.3%. United Airlines CEO Scott Kirby reports passenger demand is picking up: “The world is less uncertain today than it was during the first six months of 2025 and that gives us confidence.”[1] […]