Precision Scheduled Railroading (“PSR”) – A Freight Transportation Disruptor
Precision Scheduled Railroading’s Various Effects
The S&P…
The S&P…
Growth Impediments Top Mid-Year Market Concerns
Signs are evident in politics and trade negotiations that economic…
Creating Air and Rail Portfolio Alpha
In an environment where uncertainty is commonplace, investment…
China Trade Conflict – A New Normal
The Chinese government has deployed strategies that help its…
Transportation Infrastructure Demands Smart Investment Management
Transportation equipment investment serves as an engine for…
Economic Uncertainties?
Total carloads were down 8.9% in March while carloads for the…
MAX8 Tragedies Implicate Flight Controls
The 737MAX 8 was developed from the 737NG and certified by the…
A Platform For Sustainable Investment
Until Hunter Harrison, there was a lack of focus on how efficiently…
Value Investing in a Turbulent Market
"The Chinese use two brush strokes to write the word ‘crisis.’…
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Recent Posts
Precision Scheduled Railroading (“PSR”) – A Freight Transportation DisruptorAugust 7, 2019 - 1:00 pmPrecision Scheduled Railroading’s Various Effects The S&P 500 posted its best first half in 22 years. US Job openings outnumber the unemployed by widest gap ever. The U.S. economy continues to expand (2.1% in the Second Quarter). Yet U.S. Domestic rail freight volumes are down. Chinese challenges to the Western Global Trading System certainly are […]
Growth Impediments Top Mid-Year Market ConcernsJuly 11, 2019 - 8:30 amSigns are evident in politics and trade negotiations that economic and geopolitical rivalries are creating global uncertainties. Avoiding turbulent weather is a combination of art and science. With cues from weather charts, radar returns, and real time reports from other aircraft, Pilots are trained to avoid thunderstorms and slow to ‘turbulence penetration speed’ to avoid […]
Creating Air and Rail Portfolio AlphaJune 5, 2019 - 8:45 amIn an environment where uncertainty is commonplace, investment in transportation equipment is often driven by residual value estimates as lenders and lessors compete for market share. Many factors influence the future value of equipment. Most are not very predictable. All require an active aftermarket for the asset under consideration. Physical factors include wear and tear […]