Freight Demand Sustains Transportation Equipment Investment
Air cargo represents less than one percent of global trade by tonnage but amounts to $6 trillion worth of goods moved every year.
Demand Shock
The coronavirus was the turning point. Schools and universities…
Turbulent Markets Lead to Opportunity
Investor interest continues to demonstrate market confidence in Air and Rail transportation equipment.
Headwinds & Heads-Up for Bank-Owned Rail Portfolios
When a National Bank invests in personal property, the Code of Federal Regulations, Title 12 Part 23, and the Office of the Comptroller of the Currency provides regulatory investment guidelines.
PSR Dampens Freight Car Demand as China Trade Revs Up
Eliminating hump yards and running fewer, longer, ‘scheduled’ trains, the Class One’s are continuing to implement Precision Scheduled Railroading (“PSR”).
Loss Aversion: the B737MAX & PSR “Precision Scheduled Railroading”
Strategic decisions are never simple. Despite the significant resources investment managers devote to the decision process, they often make judgments that go wrong because of human shortcomings.
2020 Equipment Values
Residual value forecasting for transportation equipment often begins with an expected value curve that traces ‘value decay’ over an asset’s assumed useful life.
A Decade of Disruption and What To Expect
“A new decade stretches before us.” Crosscurrents…
2020 – The Challenge
Parsing 2020: restated, third-quarter real gross domestic…
RESIDCO’s size and wholesale capability is a competitive advantage. It can respond quickly and flexibly to ever changing market conditions.
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Recent Posts
Freight Demand Sustains Transportation Equipment InvestmentMarch 30, 2020 - 8:00 amAir cargo represents less than one percent of global trade by tonnage but amounts to $6 trillion worth of goods moved every year.
Demand ShockMarch 13, 2020 - 8:00 amThe coronavirus was the turning point. Schools and universities are being closed. Public activities are being canceled. Air travel and supply chains are being disrupted. Companies are telling employees to stay put. The virus constitutes a force majeure event. Even before the U.S. ban on travel from Europe, Air Carriers were reacting by trimming capacity, […]
Turbulent Markets Lead to OpportunityMarch 9, 2020 - 8:00 amInvestor interest continues to demonstrate market confidence in Air and Rail transportation equipment.