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.’…
Navigating Transportation Investment
Factors to Consider for Transportation Investment
Transportation…
Transportation…
Headwinds or Tailwinds?
The Economy's Recent State
There is plenty of good news for…
There is plenty of good news for…
Wake Up its 2019: Leasing’s Effective Date has Arrived
ASC 842 - The New Leasing Standard
Investment analysis and business…
Investment analysis and business…
Equity Market Volatility Belies Strong Economic Fundamentals Clouding 2019 Prospects
As we close out 2018, it’s time to look ahead. What’s in…
The Goal: Driving Up Asset Utilization
Past Challenges
Before Hunter Harrison, the prevailing view…
Before Hunter Harrison, the prevailing view…
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Recent Posts
Economic Uncertainties?April 19, 2019 - 2:13 pmTotal carloads were down 8.9% in March while carloads for the first quarter were down 3.1%. Year-to-date coal is down 8.1%, grain down 5.2%, chemicals down 1.2%, and intermodal down 1.8%. Excluding coal and grain U.S. carloads were down 2.8% in March 2019 (from March 2018). The U.S. Energy Information Administration (EIA) reported 12.9 gigawatts […]
MAX8 Tragedies Implicate Flight ControlsMarch 29, 2019 - 4:10 pmThe 737MAX 8 was developed from the 737NG and certified by the FAA on March 8, 2017. The aircraft is powered by CFM LEAP-1B engines which are 12% more fuel efficient than the CFM56-7B engines used on the 737NG. The airframe has a length of 129 ft. 6 in. (39.47m), a wingspan of 117 ft. […]
A Platform For Sustainable InvestmentMarch 28, 2019 - 4:07 pmUntil Hunter Harrison, there was a lack of focus on how efficiently rail assets could be employed. Customers demanded service and the railroads invested. More equipment was better. The result was a consistent inability of the roads to cover their cost of capital. Herb Kelleher founded Southwest Airlines as a low cost no-frills regional. It […]