Mish Talk

NOVEMBER 15, 2022

Prices for final demand transportation and warehousing services moved down 0.2 The index for final demand services less trade, transportation, and warehousing increased 0.2 Leading the October advance, prices for services less trade, transportation, and warehousing for intermediate demand climbed 0.5 percent.

Transportation 181

Transportation Food Retail Advertising 181

Advisor Perspectives

SEPTEMBER 28, 2023

Based in Reading, Pennsylvania, this company makes batteries, chargers, and accessories for transportation, aerospace, and defense. EnerSys is a leader in stored energy solutions.

Transportation 52

Transportation 52

Advisor Perspectives

SEPTEMBER 27, 2023

If we exclude transportation, "core" durable goods were up 0.4% New orders for manufactured durable goods unexpectedly rose in August, coming in at $284.75B. This is a 0.2% increase from the previous month and is better than the expected 0.5% The series is up 3.5% year-over-year (YoY). from the previous month and up 1.1% from one year ago.

Transportation 64

Transportation Manufacturing 64

The Big Picture

NOVEMBER 20, 2022

The 70,000+ individual sites — including specific power plants, steel mills, urban road networks, and oil and gas fields — represent the top known sources of emissions in the power sector, oil and gas production and refining, shipping, aviation, mining, waste, agriculture, road transportation, and the production of steel, cement, and aluminum.”

Transportation 275

Transportation Accounting 275

The Reformed Broker

FEBRUARY 17, 2023

This week, Michael Batnick, Jay Woods, Dan Russo, and Downtown Josh Brown discuss the New York Stock Exchange, technical analysis, the Dow Jones Transportation Average, Bitcoin, recession calls, stock/bond correlation, what drives Elon Musk, and much more! Welcome to the latest episode of The Compound & Friends.

Transportation 130

Transportation Marketing Marketing 130

Advisor Perspectives

AUGUST 24, 2023

If we exclude transportation, "core" durable goods were up 0.5% New orders for manufactured durable goods fell for the first time in February, coming in at $285.93B in July. This is a 5.2% decrease from the previous month and is worse than the expected 4.0% The series is up 3.8% year-over-year (YoY). from the previous month and up 1.1%

Transportation 97

Transportation Manufacturing 97

Abnormal Returns

SEPTEMBER 23, 2023

Transport Maintaining rail lines is challenging in a more uncertain climate. nytimes.com) Brightline is showing the way on high speed rail in the U.S. apnews.com) The costs of car ownership are up some 13% in the past year. nytimes.com) Electric-powered boats are making progress.

Financial Advising 208

Financial Advising Pharmaceutical Food Media 208

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 124

Transportation Sales Numbers 124

The Big Picture

MAY 27, 2023

New York Times ) • Pete Buttigieg Loves God, Beer, and His Electric Mustang : Sure, the US secretary of transportation has thoughts on building bridges. Soaring real estate markets have created a worldwide housing crisis. What can we learn from a city that has largely avoided it? ( Wired ) • The U.S. Left Them Behind.

Transportation 264

Transportation Economics Investing Investments 264

Abnormal Returns

SEPTEMBER 2, 2023

wsj.com) Transport How 'wings' could help reduce fuel use in cargo ships. (axios.com) EVs How EV manufacturing is changing the shape of manufacturing in the U.S. wsj.com) Why 5% is a tipping point for EV adoption. bloomberg.com) Five things new EV owners need to know. canarymedia.com) Brightline is turning Florida into a standout train state.

Financial Advising 240

Financial Advising Manufacturing Food Transportation 240

Abnormal Returns

AUGUST 25, 2022

seattlemet.com) Wind power needs to be transported to other areas to be effective. (ft.com) A big profile of Litquidity and the business he is building. fastcompany.com) How Microsoft's ($MSFT) Clippy became a cultural icon. latimes.com) 'Original antigenic sin' and how our immune systems are evolving with the coronavirus.

Startup 130

Startup Transportation 130

Trade Brains

SEPTEMBER 19, 2023

Just a few days back, at the annual conference of the Society of Indian Automobile Manufacturers (SIAM), Union Minister for Road Transport and Highways Nitin Gadkari made a comment urging the finance minister to impose a pollution tax on every engine that runs on diesel. But things took a wild twist!

Transportation 64

Transportation Engineering Government Manufacturing 64

Abnormal Returns

AUGUST 20, 2022

theverge.com) Transport UPS ($UPS) driver are struggling with the heat in their vehicles. nytimes.com) Where golf carts are the future of low-carbon transportation. axios.com) Air transport Airbus is betting on AI to make flying safer and cheaper. (nytimes.com) It would help if EV chargers were actually working.

Financial Advising 147

Financial Advising Transportation Taxes Medical 147

The Big Picture

MARCH 30, 2023

Rather than just focus on the negative, let’s discuss the positives that have shown up recently in the state of transportation and public facilities over the past 5 years: LaGuardia Airport : It may surprise you to learn that America’s worst airport is now its best.1

Transportation 305

Transportation 305

Wealth Management

SEPTEMBER 8, 2022

New York lifted its mask mandate on public transportation. Development in affordable housing projects has taken a hit as financing costs have increased, reports The Wall Street Journal. These are among today’s must reads from around the commercial real estate industry.

Transportation 115

Transportation 115

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. and private players for production and supply of vehicles.

Investing 116

Investing Investments Manufacturing Transportation 116

The Big Picture

JANUARY 20, 2023

What happened? Slate ) • About those inflation expectations : The fact that inflation expectations do not matter is probably because normal people on the street simply do not understand how inflation and interest rates work.

Wealth Management 272

Wealth Management Taxes Transportation Investing 272

Abnormal Returns

APRIL 22, 2023

insidehook.com) Transport Solid-state batteries are the future. vox.com) Health Transportation matters for getting health care. EVs Only 10 models qualify for the full $7,500 US tax credit. bloomberg.com) Longer-lived ICEs are going to slow the adoption of EVs. gregor.substack.com) Got an EV question? Call EV Live.

Financial Advising 130

Financial Advising Taxes Transportation Insurance 130

Abnormal Returns

AUGUST 11, 2022

engadget.com) A Q&A with Paris Marx author of "Road to Nowhere: What Silicon Valley Gets Wrong about the Future of Transportation." Books An excerpt from "How to Stay Smart in a Smart World" by Gerd Gigerenzer. gizmodo.com) Policy U.S. taxpayer money help develop a new battery technology. Now only China uses it. government policy.

Transportation 130

Transportation Government 130

MarketWatch

FEBRUARY 23, 2023

Transportation Secretary Pete Buttigieg visited East Palestine, as the Biden Administration has also faced growing criticism over the federal response to the derailment. The Dow Jones Transportation Average DJT has declined 5.5% NSC bounced 0.4% On Thursday, U.S. Norfolk Southern’s stock has tumbled 11.6% since the Feb. since the Feb.

Transportation 75

Transportation Marketing Marketing 75

Advisor Perspectives

APRIL 26, 2023

If we exclude transportation, "core" durable goods were up 0.3% March's new orders for manufactured durable goods came in better than expected at $276.4B, a 3.2% jump from last month and higher than Investing.com's 0.7% The series is up 4.6% year-over-year (YoY). from last month and up 0.5%

Transportation 72

Transportation Manufacturing 72

The Big Picture

DECEMBER 8, 2022

As concerns about labor force participation among American men mount, maritime transportation firms are desperate for new mariners. ( . • How Web Platforms Collapse : The Facebook Case Study: ( The Honest Broker ). • If There Is a ‘Male Malaise’ With Work, Could One Answer Be at Sea? New York Times ).

Portfolio 278

Portfolio Transportation Assets Retail 278

Advisor Perspectives

JUNE 27, 2023

If we exclude transportation, "core" durable goods were up 0.6% New orders for manufactured durable goods came in better than expected in May at $288.18B. This is a 1.7% increase from last month and higher than the expected 1.0% The series is up 5.4% year-over-year (YoY). from last month and down 0.3% from last year.

Transportation 59

Transportation Manufacturing 59

Calculated Risk

SEPTEMBER 6, 2023

Worker retention improved in several Districts, but only in certain sectors such as manufacturing and transportation. Though hiring slowed, most Districts indicated imbalances persisted in the labor market as the availability of skilled workers and the number of applicants remained constrained.

Manufacturing 114

Manufacturing Insurance Transportation Economics 114

Advisor Perspectives

JULY 27, 2023

If we exclude transportation, "core" durable goods were up 0.6% New orders for manufactured durable goods came in better than expected in June at $302.49B. This is a 4.7% increase from last month and is higher than the expected 1.0% The series is up 8.9% year-over-year (YoY). from last month and up 0.5% from last year.

Transportation 52

Transportation Manufacturing 52

Abnormal Returns

JULY 29, 2023

wsj.com) Transport Five ways the U.S. (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. nytimes.com) EV makers are upping their goals to create family-style vehicles. car buying experience has changed.

Financial Advising 224

Financial Advising Transportation Startup Assets 224

The Big Picture

MAY 20, 2023

Army and used to transport troops to the Philippines as part of an unofficial effort to aid rebels who, like their Cuban counterparts, were vying for independence from Spain. During the Spanish-American War, it was leased to the U.S. And in 1905, Captain Johnson ran it aground just outside St.

Transportation 297

Transportation Education 297

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 Sales Numbers 140

Abnormal Returns

AUGUST 12, 2023

washingtonpost.com) Transport Why EV bus maker Proterra went bankrupt. 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. nytimes.com) Comparing the cost of road trips for ICEs and EVs. theverge.com) E-boats are the future.

Financial Advising 167

Financial Advising Pharmaceutical Food Transportation 167

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. Rest Of World ). Widening Highways Doesn’t Fix Traffic. So Why Do We Keep Doing It? But some habits are hard to break. ( New York Times ).

Transportation 276

Transportation Distribution Investing Investments 276

Calculated Risk

SEPTEMBER 1, 2023

Employment in transportation and warehousing declined. From the BLS : Total nonfarm payroll employment increased by 187,000 in August, and the unemployment rate rose to 3.8 percent , the U.S. Bureau of Labor Statistics reported today.

Transportation 84

Transportation 84

Calculated Risk

MARCH 10, 2023

Employment declined in information and in transportation and warehousing. Bureau of Labor Statistics reported today. Notable job gains occurred in leisure and hospitality, retail trade, government, and health care.

Transportation 144

Transportation Retail Government 144

The Big Picture

JUNE 29, 2023

Chief Investment Officer ) • Carry That Weight : There’s a problem with transporting new vehicles across the country: They’re too heavy. ( Musings on Markets ) • For Trend-Setting Family Offices—and Those Following Their Lead—Timing Is Key : Investors are sensing a regime shift in the market but capturing it will take careful planning.

Valuation 130

Valuation Transportation Assets Recruitment 130

Calculated Risk

APRIL 27, 2023

Within exports, an increase in goods (led by consumer goods, except food and automotive) was partly offset by a decrease in services (led by transport). Within services, the increase was led by health care and food services and accommodations. Within federal government spending, the increase was led by nondefense spending.

Transportation 98

Transportation Government Food Investing 98

MarketWatch

MARCH 6, 2023

Citing the preliminary report of the National Transportation Safety Board on the derailment, Norfolk Southern said it will enhance its hot bearing detector network, pilot next-generation hot bearing detectors, work with industry on best practice for hot bearing detectors and deploy more acoustic bearing detectors. since the Feb.

Planning 76

Planning Transportation Manufacturing Marketing 76

The Big Picture

MARCH 6, 2023

FiveThirtyEight ) • When Suburbs Go to War With Transit : A battle over building a housing development near a Baltimore light rail station illustrates why it’s so hard to make viable public transportation in the suburbs. Meanwhile, companies are flirting with a four-day workweek in pilot programs worldwide, including in the U.S.

Retirement Planning 282

Retirement Planning Valuation Assets Retirement 282

Calculated Risk

AUGUST 21, 2023

The Department of Transportation (DOT) reported : Travel on all roads and streets changed by +3.1% (+8.4 This is something I check occasionally. billion vehicle miles) for June 2023 as compared with June 2022. Travel for the month is estimated to be 283.0 billion vehicle miles. billion miles, a 2.8% (7.4

Transportation 52

Transportation 52