Advisor Perspectives

DECEMBER 23, 2022

The latest new orders number at -2.1% If we exclude transportation, "core" durable goods was up 0.2% month-over-month (MoM) was worse than the Investing.com -0.6% The series is up 6.5% year-over-year (YoY). MoM and up 3.4%

Transportation 69

Transportation Numbers 69

The Better Letter

MAY 2, 2024

Some of the resonating songs are truly dreadful (like this former number one). We hear a song, even by happenstance or in the background, and are instantly transported to a different time, place, circumstance and, often most importantly, to a someone remembered. “Bus Stop” was a “CK” number one.

Transportation 59

Transportation Numbers 59

Advisor Perspectives

JANUARY 26, 2023

The latest new orders number at 5.6% If we exclude transportation, "core" durable goods was down 0.1% month-over-month (MoM) was better than the Investing.com 2.5% The series is up 11.9% year-over-year (YoY). MoM and up 2.1%

Transportation 59

Transportation Numbers 59

Advisor Perspectives

NOVEMBER 23, 2022

The latest new orders number at 1% month-over-month (MoM) was better than the Investing.com 0.4% If we exclude transportation, "core" durable goods was up 0.5% The series is up 10.% year-over-year (YoY). MoM and up 4.9%

Transportation 59

Transportation Numbers 59

The Big Picture

JANUARY 13, 2023

With billions of dollars available to improve transportation infrastructure, states have a chance to try new strategies for addressing congestion. Life Lessons from 1,000 Years : I asked a number of 90-year-olds a simple question: “If you could speak to your 32-year-old self, what advice would you give? New York Times ).

Media 266

Media Transportation Engineering Distribution 266

Calculated Risk

JUNE 26, 2023

Here is a mid-year look at four indicators: -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. I stopped the weekly updates of high frequency indicators at the end of 2022. This data is as of June 25th. Click on graph for larger image.

Transportation 140

Transportation Numbers Sales 140

Calculated Risk

SEPTEMBER 25, 2023

Here is a late September look at four indicators: -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. I stopped the weekly updates of high frequency indicators at the end of 2022. This data is as of September 24th. Click on graph for larger image.

Transportation 122

Transportation Numbers Sales 122

Calculated Risk

FEBRUARY 26, 2023

Here is a look at two indicators that were still below pre-recession levels as of last December. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. I stopped the weekly updates of high frequency indicators at the end of 2022. This data is as of February 24th.

Transportation 97

Transportation Numbers Sales 97

The Big Picture

MARCH 6, 2023

Barron’s ) • Why It’s So Hard for China to Shake the ‘Uninvestable’ Tag : In 2021, Goldman Sachs said the word was starting to feature in a number of client conversations about the country’s stocks. Maybe they should try turning the whole thing on and off. Bloomberg ) see also How Much is the Rule of Law Worth to Markets?

Retirement Planning 270

Retirement Planning Transportation Valuation Consulting 270

Calculated Risk

JANUARY 22, 2024

Here is an early 2024 look at two indicators: -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. I stopped the weekly updates of high frequency indicators at the end of 2022. This data is as of January 21, 2024. Click on graph for larger image.

Transportation 55

Transportation Numbers Sales 55

Calculated Risk

DECEMBER 2, 2022

Employment declined in retail trade and in transportation and warehousing. However, as of August 2022, the total number of jobs had returned and are now 1.044 million above pre-pandemic levels. Bureau of Labor Statistics reported today. Notable job gains occurred in leisure and hospitality, health care, and government.

Transportation 145

Transportation Retail Government Numbers 145

Abnormal Returns

OCTOBER 28, 2023

oversharing.substack.com) Transport E-bikes are more than just a souped-up bike. wsj.com) On the relationship between the number of children you have and longevity. scientificamerican.com) The number of jump scares in horror movies are trending down. wsj.com) How the war on the 'war on cars' became a rallying cry.

Food 130

Food License Financial Advising Transportation 130

Abnormal Returns

JUNE 3, 2023

scientificamerican.com) Transport Airlines are struggling to hire (and keep) baggage handlers. ft.com) Giving up pizza is hard, but pays off in a number of ways. (hakaimagazine.com) You might be surprised how many bird species there are in a big city. npr.org) Researchers are still discovering new species of fireflies. moneytalks101.substack.com)

Financial Advising 195

Financial Advising Media Transportation Medical 195

Abnormal Returns

JULY 29, 2023

wsj.com) Transport Five ways the U.S. modernfarmer.com) Herbal supplement Kratom is blamed for causing a number of deaths. (bloomberg.com) EVs A consortium of automakers is planning to build out a U.S. charging network. bloomberg.com) GM ($GM) is struggling on the battery manufacturing front. car buying experience has changed.

Financial Advising 211

Financial Advising Startup Transportation Food 211

Abnormal Returns

AUGUST 12, 2023

washingtonpost.com) Transport Why EV bus maker Proterra went bankrupt. theweek.com) Travel The number of unruly air passengers has fallen since 2021. EVs GM ($GM) is rolling out a new all-electric version of the Cadillac Escalade. theverge.com) GM ($GM) is adding backup power capabilities to its EVs.

Pharmaceutical 156

Pharmaceutical Food Financial Advising Transportation 156

Calculated Risk

NOVEMBER 7, 2022

It was interesting to watch these sectors recover as the pandemic impact subsided. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. These indicators are mostly for travel and entertainment. This data is as of November 6th. Click on graph for larger image.

Economy 135

Economy Transportation Numbers Sales 135

Calculated Risk

JULY 24, 2023

Here is a late July look at four indicators: -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. I stopped the weekly updates of high frequency indicators at the end of 2022. This data is as of July 23rd. Click on graph for larger image.

Transportation 96

Transportation Numbers Sales 96

Calculated Risk

SEPTEMBER 26, 2022

Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. It is interesting to watch these sectors recover as the pandemic subsides. This data is as of September 25th.

Economy 137

Economy Transportation Numbers Sales 137

Calculated Risk

AUGUST 8, 2022

Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. It is interesting to watch these sectors recover as the pandemic subsides. This data is as of August 7th. Click on graph for larger image.

Economy 139

Economy Transportation Numbers Sales 139

Trade Brains

SEPTEMBER 7, 2023

Olectra Greentech vs JBM Auto: The electric vehicle segment is fast growing in India with multiple organizations from educational institutions to state transport corporations spending heavily on making their fleet electric. Its growth was estimated to be 12.5% The low-profit margins highlight margin pressure and low capacity utilization.

Manufacturing 116

Manufacturing Investing Investments Transportation 116

Calculated Risk

SEPTEMBER 12, 2022

Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. It is interesting to watch these sectors recover as the pandemic subsides. This data is as of September 11th.

Economy 145

Economy Transportation Numbers Sales 145

Calculated Risk

SEPTEMBER 5, 2022

Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. It is interesting to watch these sectors recover as the pandemic subsides. This data is as of September 4th.

Economy 140

Economy Transportation Numbers Sales 140

Abnormal Returns

OCTOBER 29, 2022

Transport Electric is the future of America's school buses. primecuts.substack.com) Health Putting numbers on dementia in the 65-over cohort. wapo.st) The rising cost of technology is driving some auto repair shops out of business. wired.com) Charging stations need maintenance.

Recruitment 130

Recruitment Food Financial Advising Transportation 130

Calculated Risk

OCTOBER 31, 2022

It is interesting to watch these sectors recover as the pandemic subsides. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. These indicators are mostly for travel and entertainment. This data is as of October 30th. Click on graph for larger image.

Economy 102

Economy Transportation Numbers Sales 102

Abnormal Returns

OCTOBER 15, 2022

bloomberg.com) Transport Amazon ($AMZN) will spend €1 billion over five years to electrify its delivery fleet in Europe. scientificamerican.com) Gray whale numbers are in decline. Autos Why Finland's roads are so safe. bloomberg.com) An innovation that could speed battery recharging. axios.com) What if Apple ($AAPL) made an e-bike?

Financial Advising 130

Financial Advising Transportation Media Food 130

Calculated Risk

NOVEMBER 14, 2022

It was interesting to watch these sectors recover as the pandemic impact subsided. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. These indicators are mostly for travel and entertainment. This data is as of November 13th. Click on graph for larger image.

Economy 98

Economy Transportation Numbers Sales 98

Calculated Risk

OCTOBER 24, 2022

It is interesting to watch these sectors recover as the pandemic subsides. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. These indicators are mostly for travel and entertainment. This data is as of October 23rd. Click on graph for larger image.

Economy 106

Economy Transportation Numbers Sales 106

Abnormal Returns

SEPTEMBER 17, 2022

Transport How should self-driving cars be regulated? marketwatch.com) Food The numbers show no-till farmland is more highly valued. theverge.com) How electric bikes can be used in a disaster-type situation. wired.com) Energy Why not site new nuclear facilities at old coal plants? energy.gov) Why we need more efficient air conditioning.

Food 130

Food Financial Advising Transportation Medical 130

Calculated Risk

OCTOBER 17, 2022

It is interesting to watch these sectors recover as the pandemic subsides. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. These indicators are mostly for travel and entertainment. This data is as of October 15th. Click on graph for larger image.

Economy 97

Economy Transportation Numbers Sales 97

Calculated Risk

AUGUST 22, 2022

Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. It is interesting to watch these sectors recover as the pandemic subsides. This data is as of August 21st. Click on graph for larger image.

Economy 111

Economy Transportation Numbers Sales 111

Calculated Risk

AUGUST 1, 2022

Apple has discontinued "Apple mobility", and restaurant traffic is mostly back to normal. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. This data is as of July 31st.

Economy 144

Economy Transportation Numbers Sales 144

Calculated Risk

DECEMBER 26, 2022

It has been interesting watching these sectors recover as the pandemic impact subsided. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. I've been posting these and more since the beginning of the pandemic. This data is as of December 25th. Click on graph for larger image.

Economy 98

Economy Transportation Numbers Sales 98

Calculated Risk

DECEMBER 5, 2022

It was interesting to watch these sectors recover as the pandemic impact subsided. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. These indicators are mostly for travel and entertainment. This data is as of December 4th. Click on graph for larger image.

Economy 98

Economy Transportation Numbers Sales 98

Calculated Risk

AUGUST 29, 2022

Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. It is interesting to watch these sectors recover as the pandemic subsides. This data is as of August 28th. Click on graph for larger image.

Economy 101

Economy Transportation Numbers Sales 101

Calculated Risk

OCTOBER 10, 2022

It is interesting to watch these sectors recover as the pandemic subsides. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. These indicators are mostly for travel and entertainment. This data is as of October 8th. Click on graph for larger image.

Economy 98

Economy Transportation Numbers Sales 98

Calculated Risk

NOVEMBER 28, 2022

It was interesting to watch these sectors recover as the pandemic impact subsided. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. These indicators are mostly for travel and entertainment. This data is as of November 27th. Click on graph for larger image.

Economy 94

Economy Transportation Numbers Sales 94

Calculated Risk

DECEMBER 19, 2022

It was interesting to watch these sectors recover as the pandemic impact subsided. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. These indicators are mostly for travel and entertainment. This data is as of December 18th. Click on graph for larger image.

Economy 91

Economy Transportation Numbers Sales 91