[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @FreightAlley Craig Fuller 🛩🚛🚂⚓️ Craig Fuller 🛩🚛🚂⚓️ posts on X about rates, has been, freight, $6753t the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::30766919/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +332% - X Months XXXXXXXXXX +95% - X Year XXXXXXXXXX +85% ### Mentions: XX [#](/creator/twitter::30766919/posts_active)  - X Week XXX -XX% - X Month XXX +248% - X Months XXX +74% - X Year XXXXX +120% ### Followers: XXXXXX [#](/creator/twitter::30766919/followers)  - X Week XXXXXX +0.24% - X Month XXXXXX +2.70% - X Months XXXXXX +15% - X Year XXXXXX +29% ### CreatorRank: XXXXXX [#](/creator/twitter::30766919/influencer_rank)  ### Social Influence [#](/creator/twitter::30766919/influence) --- **Social category influence** [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXX% [technology brands](/list/technology-brands) XXX% [travel destinations](/list/travel-destinations) XXX% **Social topic influence** [rates](/topic/rates) #399, [has been](/topic/has-been) 0.81%, [freight](/topic/freight) 0.81%, [$6753t](/topic/$6753t) #1135, [tariffs](/topic/tariffs) #2587, [drivers](/topic/drivers) #1177, [inflation](/topic/inflation) #1525, [its just](/topic/its-just) 0.41%, [fed](/topic/fed) 0.41%, [insurance](/topic/insurance) XXXX% **Top accounts mentioned or mentioned by** [@marketspuke](/creator/undefined) [@maybedanielleee](/creator/undefined) [@traceyryniec](/creator/undefined) [@patchesmatches2](/creator/undefined) [@jjfilson](/creator/undefined) [@bradtho588346](/creator/undefined) [@blacklabeladvsr](/creator/undefined) [@zodiaccapital33](/creator/undefined) [@freightwaves](/creator/undefined) [@stephenruhe](/creator/undefined) [@sekrah](/creator/undefined) [@freadomtruck07](/creator/undefined) [@votelabonte](/creator/undefined) [@mart49799](/creator/undefined) [@zeusammon0](/creator/undefined) [@atutruckers](/creator/undefined) [@davidliptonwi](/creator/undefined) [@supplychainldr](/creator/undefined) [@dartinguphill](/creator/undefined) [@roosterbtu](/creator/undefined) **Top assets mentioned** [Morgan Stanley (MS)](/topic/morgan-stanley) [Schneider National, Inc. (SNDR)](/topic/$sndr) [Knight-Swift Transportation Holdings, Inc. (KNX)](/topic/$knx) [J B Hunt Transport Services Inc (JBHT)](/topic/$jbht) [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts [#](/creator/twitter::30766919/posts) --- Top posts by engagements in the last XX hours "Alan Greenspan used to track cardboard boxes and trucking volumes as a barometer of the US economy. Cardboard and package materials have dropped to 2015 levels. 1/" [X Link](https://x.com/FreightAlley/status/1964809073251270977) [@FreightAlley](/creator/x/FreightAlley) 2025-09-07T21:52Z 92.1K followers, 360.9K engagements "Trucking has been in my family since the 1960s. Weve lived through multiple cycles: Trucking deregulation oil crisis stagflation the S&L collapse Gulf War Sept XX and the financial crisis. Ive spoken to dozens of trucking veterans with 40+ years of experience - almost all agree. This is the worst freight market in their lifetime" [X Link](https://x.com/FreightAlley/status/1970328967879029242) [@FreightAlley](/creator/x/FreightAlley) 2025-09-23T03:26Z 92.1K followers, 756K engagements "No country has been impacted by trade with the US this year as much as India has. -XX% since the end of August" [X Link](https://x.com/FreightAlley/status/1972469383030268019) [@FreightAlley](/creator/x/FreightAlley) 2025-09-29T01:12Z 92.1K followers, 187.3K engagements "No one should take trading or investment advice from me. Im a freight guy. I track the goods economy which is becoming a smaller part of the equity market every day for reasons that I am unclear about" [X Link](https://x.com/FreightAlley/status/1973950372525072832) [@FreightAlley](/creator/x/FreightAlley) 2025-10-03T03:16Z 92.1K followers, 19.8K engagements "Its not a silent recession. Its just that the stock market Fed Administration and Congress are so disconnected from Main Street that they have zero idea that the economy is crumbling. And because of this disconnect it means that there is no rescue package coming" [X Link](https://x.com/FreightAlley/status/1974068516111200493) [@FreightAlley](/creator/x/FreightAlley) 2025-10-03T11:06Z 92.1K followers, 119.6K engagements "@dr_phil_truckn US Xpress wasnt perfect but compliance ran that company. Almost all of the majors are ran by their legal teams" [X Link](https://x.com/FreightAlley/status/1976148311867322813) [@FreightAlley](/creator/x/FreightAlley) 2025-10-09T04:50Z 92.1K followers, 4775 engagements "Here are the current truckload spot markets seeing sharp increases" [X Link](https://x.com/FreightAlley/status/1976263529670877617) [@FreightAlley](/creator/x/FreightAlley) 2025-10-09T12:28Z 92.1K followers, 8612 engagements "Its not just Chinese exports to the US that are starting to drop. Container exports from China to Europe are also slowing YoY" [X Link](https://x.com/FreightAlley/status/1976315780468965772) [@FreightAlley](/creator/x/FreightAlley) 2025-10-09T15:56Z 92.1K followers, 11.5K engagements "An insurance executive told me that he expects new trucking and brokerage policies will forbid hiring non domiciled CDLs. Its all over" [X Link](https://x.com/FreightAlley/status/1976399662388273477) [@FreightAlley](/creator/x/FreightAlley) 2025-10-09T21:29Z 92.1K followers, 212K engagements "Thats depressing" [X Link](https://x.com/FreightAlley/status/1976519275348197440) [@FreightAlley](/creator/x/FreightAlley) 2025-10-10T05:24Z 92.1K followers, 6657 engagements "Years ago I took over a payments business that was paying a big fintech lawfirm out of DC six figures a year for regulatory research work. I happened to be in DC and wanted to meet them so they invited me to lunch. They brought X attorneys to meet me. It was early in my career so I was impressed with how "important" I was to them. Lunch was about X hrs no agenda. Mostly casual small talk and intros. A month later I received an $8k invoice for the lunch. I refused to pay and fired them on the spot" [X Link](https://x.com/FreightAlley/status/1976627525536162228) [@FreightAlley](/creator/x/FreightAlley) 2025-10-10T12:35Z 92.1K followers, 35.6K engagements "Trump is not threatening XXX% tariffs; he is threatening at least XXX% tariffs with the important language being "100% above tariffs any tariffs they are currently paying."" [X Link](https://x.com/FreightAlley/status/1976768160180453447) [@FreightAlley](/creator/x/FreightAlley) 2025-10-10T21:53Z 92.1K followers, 16.7K engagements "Bro there have been a million signs that the stock market is disconnected from reality and a nasty crash was coming. You just weren't looking in the right place. The economy has been crumbling since February its just no one in the casino wanted to close the tables" [X Link](https://x.com/FreightAlley/status/1976842601702576303) [@FreightAlley](/creator/x/FreightAlley) 2025-10-11T02:49Z 92.1K followers, 60.4K engagements "If you want safer roads ask the insurance companies how to fix them. There should be higher barriers to entry for someone to own a trucking fleet. 80000 lbs driving down a highway at 65mph is a huge responsibility" [X Link](https://x.com/FreightAlley/status/1977379344570835438) [@FreightAlley](/creator/x/FreightAlley) 2025-10-12T14:22Z 92.1K followers, 16K engagements "I was speaking with a member of the Fed staff today who brought up the truckers with no name given on their CDL. Fed data officials have become increasingly aware that there isnt a truck driver shortage. The Fed is concerned that cheap below market labor has had on truck drivers denying upward mobility for so many - especially for black and America born Hispanics. Crazy that the work of a few using an app that was vibe coded in AI to identity fraud has shifted Washingtons awareness of the plight of American truckers. All thanks to X" [X Link](https://x.com/FreightAlley/status/1977815939040317818) [@FreightAlley](/creator/x/FreightAlley) 2025-10-13T19:17Z 92.1K followers, 51.8K engagements "A university student asked me if the reason we don't use rivers to take more truckloads off the roads. His assumption was that it was the Jones Act. As much as I have issues w/ the Jones Act its not the primary reason. It is a function of geography (freight tends to move W-E in the US) while our rivers flow N-S" [X Link](https://x.com/FreightAlley/status/1977834675231138088) [@FreightAlley](/creator/x/FreightAlley) 2025-10-13T20:31Z 92.1K followers, 43.2K engagements "Great story. The best part will be when they inject billions into the economy to recover from the "government shutdown."" [X Link](https://x.com/FreightAlley/status/1977922695858737219) [@FreightAlley](/creator/x/FreightAlley) 2025-10-14T02:21Z 92K followers, 14.8K engagements "In Feb 2022 the Biden Administration working at the behest of the ATA created the Entry Level Driver Training initiative which made it so any entity could register to become a driver training school. It seemed like a good way to track the companies and create standards for those that were training drivers but it actually created an explosion of fly by night CDL diploma mills. Some of the states eliminated their driver school licensing altogether thinking that the Feds have it all figured out. The results: we now have 35000 entities that can "train" an entry level truck driver. No one is" [X Link](https://x.com/FreightAlley/status/1978186995487719904) [@FreightAlley](/creator/x/FreightAlley) 2025-10-14T19:51Z 92.1K followers, 17.1K engagements "They should have included the railroads which make most of this possible" [X Link](https://x.com/FreightAlley/status/1978580518758187110) [@FreightAlley](/creator/x/FreightAlley) 2025-10-15T21:55Z 92.1K followers, 50.3K engagements "Tell me you know the economy needs more liquidity without telling me" [X Link](https://x.com/FreightAlley/status/1978599595497115735) [@FreightAlley](/creator/x/FreightAlley) 2025-10-15T23:11Z 92.1K followers, 17.4K engagements "Wall Street watching X for updates on trucking Meanwhile analysts downgrade trucking stocks Who will be right" [X Link](https://x.com/FreightAlley/status/1976015417647956264) [@FreightAlley](/creator/x/FreightAlley) 2025-10-08T20:02Z 92.1K followers, 19.4K engagements "Imagine how screwed shippers would be if trucking volumes weren't so abysmal. Down XX% YoY. If we get a pop in volumes it could be really ugly for anyone that hasn't planned for much higher trucking contract rates" [X Link](https://x.com/FreightAlley/status/1976244831765803290) [@FreightAlley](/creator/x/FreightAlley) 2025-10-09T11:14Z 92.1K followers, 9294 engagements "@jbmp51 $SNDR $KNX $JBHT $MRTN $HTLD $PAMT $CVLG" [X Link](https://x.com/FreightAlley/status/1976311930198560831) [@FreightAlley](/creator/x/FreightAlley) 2025-10-09T15:40Z 92.1K followers, XXX engagements "This is the largest trucking bankruptcy of the year - 1000 employees out of work at Montgomery Transport" [X Link](https://x.com/FreightAlley/status/1976436646997524592) [@FreightAlley](/creator/x/FreightAlley) 2025-10-09T23:56Z 92.1K followers, 45.3K engagements "130% tarrifs on Chinese imports is not going to ruin your Christmas. Almost everything you buy for the holidays will already be on shore. Tbh if you are going to escalate tariffs that would be the best time of year to do it since its the low season for imports" [X Link](https://x.com/FreightAlley/status/1976788697564823862) [@FreightAlley](/creator/x/FreightAlley) 2025-10-10T23:15Z 92.1K followers, 29.9K engagements "If you want to know how the economy is actually doing ignore "retail sales" or "credit card consumption" data. These data sources are distorted by inflation after all if a product is X% more expensive than last year it will look like you sold X% more of the same product when your sales are actually flat. Freight volume data doesn't track the price of goods and therefore isn't distorted by inflation. It tracks the number of units shipped through the economy. Sell more units of a product you get more shipping. Sell less you have less shipping. You can't store freight so there are no inventory" [X Link](https://x.com/FreightAlley/status/1977438139237924935) [@FreightAlley](/creator/x/FreightAlley) 2025-10-12T18:16Z 92.1K followers, 92.8K engagements "This is a really positive sign. In recent quarters new leases had slowed because of uncertainty. Companies taking the leap and expanding their industrial base is a very positive development for domestic supply chains" [X Link](https://x.com/FreightAlley/status/1978630058802631151) [@FreightAlley](/creator/x/FreightAlley) 2025-10-16T01:12Z 92.1K followers, 23K engagements "Never forget when JOCs editor whined about Truckstop posting memes and it completely backfired. The JOC will never really understand the truckers. Too elitist to ever be one of us" [X Link](https://x.com/FreightAlley/status/1977955140289040494) [@FreightAlley](/creator/x/FreightAlley) 2025-10-14T04:30Z 92.1K followers, 5737 engagements "International container booking volumes are down XX% YoY as prestocking cools and the trade war continues" [X Link](https://x.com/FreightAlley/status/1962667975518892258) [@FreightAlley](/creator/x/FreightAlley) 2025-09-02T00:04Z 92.1K followers, 14.5K engagements "There is a company whose facilities handle X% of the worlds GDP and youve probably never heard of it. Prologis is worlds largest industrial REIT" [X Link](https://x.com/FreightAlley/status/1966974458243211301) [@FreightAlley](/creator/x/FreightAlley) 2025-09-13T21:17Z 92.1K followers, 32.4K engagements "The truckload spot index vs. tender rejections. On the chart below tender rejections are in blue while spot rates are orange. Notice how the spot rates react to tender rejections and tend to follow their lead. This trend broke starting in Mid September and has completely diverged over the past week. Spot rates accelerated (to levels we last saw during July 4th but tender rejections went flat). This divergence isn't normal and is telling us that capacity is leaving the market. Since tender rejections measure carriers that normally participate in the contract market and are often compliant we" [X Link](https://x.com/FreightAlley/status/1975889982393819453) [@FreightAlley](/creator/x/FreightAlley) 2025-10-08T11:44Z 92.1K followers, 18.3K engagements "Before you say it beef inflation is not tariff related" [X Link](https://x.com/FreightAlley/status/1976363921427898845) [@FreightAlley](/creator/x/FreightAlley) 2025-10-09T19:07Z 92.1K followers, 20.3K engagements "Trucking lawyer advises all trucking companies and brokers to cease working with all non-domiciled CDLs immediately. In his view plantiffs attorneys will scorch any broker or carrier for hiring an illegitimate driver that uses these drivers" [X Link](https://x.com/FreightAlley/status/1976393713934094523) [@FreightAlley](/creator/x/FreightAlley) 2025-10-09T21:05Z 92.1K followers, 86.8K engagements "Lol margins of 50%. No broker is running XX% margins. Why do people believe this nonsense" [X Link](https://x.com/FreightAlley/status/1976621377315831991) [@FreightAlley](/creator/x/FreightAlley) 2025-10-10T12:10Z 92.1K followers, 16.9K engagements "Tariffs have not yet caused sharp consumer inflation but they have caused industrial inflation. More damaging they have caused businesses to freeze significant investments wanting to wait until there was more certainty. Todays tariff announcement is going to sap any confidence in a 2026 industrial recovery" [X Link](https://x.com/FreightAlley/status/1976803304341402107) [@FreightAlley](/creator/x/FreightAlley) 2025-10-11T00:13Z 92.1K followers, 14.6K engagements "Its a very weird environment as a CEO. You assume that every month is gonna get worse so rather than thinking about growth initiatives you ask yourself how to trim your costs to prepare a longer downturn. Right now that is how most CEOs I know are operating" [X Link](https://x.com/FreightAlley/status/1977840899821588692) [@FreightAlley](/creator/x/FreightAlley) 2025-10-13T20:56Z 92.1K followers, 16K engagements "As Ive said multiple times it was Valentines Day when freight demand started to collapse. Here is a preview of October - its gonna be worse" [X Link](https://x.com/FreightAlley/status/1977849701207605269) [@FreightAlley](/creator/x/FreightAlley) 2025-10-13T21:31Z 92.1K followers, 20.5K engagements "Daily spot rate heat map (areas shaded blue indicate spot rates are increasing red means they are in decline)" [X Link](https://x.com/FreightAlley/status/1979626445766095145) [@FreightAlley](/creator/x/FreightAlley) 2025-10-18T19:11Z 92.1K followers, 8649 engagements "If I interview someone that asks about "Work-life balance" I move on" [X Link](https://x.com/FreightAlley/status/1979989779564356061) [@FreightAlley](/creator/x/FreightAlley) 2025-10-19T19:15Z 92.1K followers, 311.6K engagements "Going to be an epic event Fantastic lineup great food selections and awesome entertainment" [X Link](https://x.com/FreightAlley/status/1980053165258231896) [@FreightAlley](/creator/x/FreightAlley) 2025-10-19T23:27Z 92.1K followers, 13.4K engagements "Trumps new truck tariff goes into effect November 1st. Trucks assembled in Mexico may be tariffed due to not meeting the XX% North American content rule. This will likely make new trucks far more expensive. Large fleets with preorders are likely to be the most impacted" [X Link](https://x.com/FreightAlley/status/1975514684322115725) [@FreightAlley](/creator/x/FreightAlley) 2025-10-07T10:52Z 92.1K followers, 8839 engagements "For those that follow me for macro economic intel. The excitement in trucking is not related to the macro economic story it is a capacity one (low quality operators getting shut down). The macro economic story is bad. Trucking volumes are down XX% YoY and continue to weaken. Not a good sign for the sectors that are dependent upon trucking: manufacturing housing auto energy ag and retail (basically the main street economy). The OTVI chart measures the volume of truckload orders in the economy an indication of macro economic demand. It is anemic and moving to some of the lowest levels we've" [X Link](https://x.com/FreightAlley/status/1975892015398146520) [@FreightAlley](/creator/x/FreightAlley) 2025-10-08T11:52Z 92.1K followers, 71.3K engagements "There is a possibility of a trucking super cycle on the horizon: 1). Drivers have always been the capacity constraint. Cut off a major source of truck drivers you immediately eliminate a good amount of capacity. The ending of the non-domiciled CDLs will cut off new non-compliant drivers. This would have been a slow bleed but the fact that the ICE raids have created shocks is even more damaging to the psychology of immigrant truck drivers. People are scared to drive even compliant ones. 2). The tariffs on new trucks will increase the cost by upto $50k on new trucks. Fleets are likely to cut" [X Link](https://x.com/FreightAlley/status/1976143318552617379) [@FreightAlley](/creator/x/FreightAlley) 2025-10-09T04:30Z 92.1K followers, 31.1K engagements "@ISme277 Intermodal are slow moving warehouses and far cheaper to move than trucking. It does much better relative to trucking when freight is soft. Sort of same theory on why Dollar General will do better in a recession vs. Target" [X Link](https://x.com/FreightAlley/status/1977219776645599627) [@FreightAlley](/creator/x/FreightAlley) 2025-10-12T03:48Z 92.1K followers, XX engagements "We built the atomic bomb in X years. We can handle refining rare earths" [X Link](https://x.com/FreightAlley/status/1977828228728602642) [@FreightAlley](/creator/x/FreightAlley) 2025-10-13T20:06Z 92.1K followers, 242K engagements "JB Hunt has the best business model of any business in truckload and their most recent quarter proved it. Despite a challenging market Hunt crushed it" [X Link](https://x.com/FreightAlley/status/1978572293413474787) [@FreightAlley](/creator/x/FreightAlley) 2025-10-15T21:22Z 92.1K followers, 25.2K engagements "The Great Purge continues" [X Link](https://x.com/FreightAlley/status/1978599184430244076) [@FreightAlley](/creator/x/FreightAlley) 2025-10-15T23:09Z 92.1K followers, 23.2K engagements "@AdvisorJohn Grok is my go to. I use Gemini to do pitch decks and things like that" [X Link](https://x.com/FreightAlley/status/1979353523394613272) [@FreightAlley](/creator/x/FreightAlley) 2025-10-18T01:07Z 92.1K followers, XXX engagements "Los Angeles just tipped the scales this week hitting the highest levels in our "capacity tightening" scales possible. A significant portion of capacity has been eliminated from the trucking market and any volume pop will likely result in a sharp increase in truckload rates" [X Link](https://x.com/FreightAlley/status/1979628109881380889) [@FreightAlley](/creator/x/FreightAlley) 2025-10-18T19:18Z 92.1K followers, 7633 engagements "@AnarchyBuddhist If you have to ask about it the job isnt for you" [X Link](https://x.com/FreightAlley/status/1979994623603884094) [@FreightAlley](/creator/x/FreightAlley) 2025-10-19T19:34Z 92.1K followers, 12K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Craig Fuller 🛩🚛🚂⚓️ posts on X about rates, has been, freight, $6753t the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Social category influence finance XXXX% countries XXXX% stocks XXXX% cryptocurrencies XXX% technology brands XXX% travel destinations XXX%
Social topic influence rates #399, has been 0.81%, freight 0.81%, $6753t #1135, tariffs #2587, drivers #1177, inflation #1525, its just 0.41%, fed 0.41%, insurance XXXX%
Top accounts mentioned or mentioned by @marketspuke @maybedanielleee @traceyryniec @patchesmatches2 @jjfilson @bradtho588346 @blacklabeladvsr @zodiaccapital33 @freightwaves @stephenruhe @sekrah @freadomtruck07 @votelabonte @mart49799 @zeusammon0 @atutruckers @davidliptonwi @supplychainldr @dartinguphill @roosterbtu
Top assets mentioned Morgan Stanley (MS) Schneider National, Inc. (SNDR) Knight-Swift Transportation Holdings, Inc. (KNX) J B Hunt Transport Services Inc (JBHT) Bitcoin (BTC)
Top posts by engagements in the last XX hours
"Alan Greenspan used to track cardboard boxes and trucking volumes as a barometer of the US economy. Cardboard and package materials have dropped to 2015 levels. 1/"
X Link @FreightAlley 2025-09-07T21:52Z 92.1K followers, 360.9K engagements
"Trucking has been in my family since the 1960s. Weve lived through multiple cycles: Trucking deregulation oil crisis stagflation the S&L collapse Gulf War Sept XX and the financial crisis. Ive spoken to dozens of trucking veterans with 40+ years of experience - almost all agree. This is the worst freight market in their lifetime"
X Link @FreightAlley 2025-09-23T03:26Z 92.1K followers, 756K engagements
"No country has been impacted by trade with the US this year as much as India has. -XX% since the end of August"
X Link @FreightAlley 2025-09-29T01:12Z 92.1K followers, 187.3K engagements
"No one should take trading or investment advice from me. Im a freight guy. I track the goods economy which is becoming a smaller part of the equity market every day for reasons that I am unclear about"
X Link @FreightAlley 2025-10-03T03:16Z 92.1K followers, 19.8K engagements
"Its not a silent recession. Its just that the stock market Fed Administration and Congress are so disconnected from Main Street that they have zero idea that the economy is crumbling. And because of this disconnect it means that there is no rescue package coming"
X Link @FreightAlley 2025-10-03T11:06Z 92.1K followers, 119.6K engagements
"@dr_phil_truckn US Xpress wasnt perfect but compliance ran that company. Almost all of the majors are ran by their legal teams"
X Link @FreightAlley 2025-10-09T04:50Z 92.1K followers, 4775 engagements
"Here are the current truckload spot markets seeing sharp increases"
X Link @FreightAlley 2025-10-09T12:28Z 92.1K followers, 8612 engagements
"Its not just Chinese exports to the US that are starting to drop. Container exports from China to Europe are also slowing YoY"
X Link @FreightAlley 2025-10-09T15:56Z 92.1K followers, 11.5K engagements
"An insurance executive told me that he expects new trucking and brokerage policies will forbid hiring non domiciled CDLs. Its all over"
X Link @FreightAlley 2025-10-09T21:29Z 92.1K followers, 212K engagements
"Thats depressing"
X Link @FreightAlley 2025-10-10T05:24Z 92.1K followers, 6657 engagements
"Years ago I took over a payments business that was paying a big fintech lawfirm out of DC six figures a year for regulatory research work. I happened to be in DC and wanted to meet them so they invited me to lunch. They brought X attorneys to meet me. It was early in my career so I was impressed with how "important" I was to them. Lunch was about X hrs no agenda. Mostly casual small talk and intros. A month later I received an $8k invoice for the lunch. I refused to pay and fired them on the spot"
X Link @FreightAlley 2025-10-10T12:35Z 92.1K followers, 35.6K engagements
"Trump is not threatening XXX% tariffs; he is threatening at least XXX% tariffs with the important language being "100% above tariffs any tariffs they are currently paying.""
X Link @FreightAlley 2025-10-10T21:53Z 92.1K followers, 16.7K engagements
"Bro there have been a million signs that the stock market is disconnected from reality and a nasty crash was coming. You just weren't looking in the right place. The economy has been crumbling since February its just no one in the casino wanted to close the tables"
X Link @FreightAlley 2025-10-11T02:49Z 92.1K followers, 60.4K engagements
"If you want safer roads ask the insurance companies how to fix them. There should be higher barriers to entry for someone to own a trucking fleet. 80000 lbs driving down a highway at 65mph is a huge responsibility"
X Link @FreightAlley 2025-10-12T14:22Z 92.1K followers, 16K engagements
"I was speaking with a member of the Fed staff today who brought up the truckers with no name given on their CDL. Fed data officials have become increasingly aware that there isnt a truck driver shortage. The Fed is concerned that cheap below market labor has had on truck drivers denying upward mobility for so many - especially for black and America born Hispanics. Crazy that the work of a few using an app that was vibe coded in AI to identity fraud has shifted Washingtons awareness of the plight of American truckers. All thanks to X"
X Link @FreightAlley 2025-10-13T19:17Z 92.1K followers, 51.8K engagements
"A university student asked me if the reason we don't use rivers to take more truckloads off the roads. His assumption was that it was the Jones Act. As much as I have issues w/ the Jones Act its not the primary reason. It is a function of geography (freight tends to move W-E in the US) while our rivers flow N-S"
X Link @FreightAlley 2025-10-13T20:31Z 92.1K followers, 43.2K engagements
"Great story. The best part will be when they inject billions into the economy to recover from the "government shutdown.""
X Link @FreightAlley 2025-10-14T02:21Z 92K followers, 14.8K engagements
"In Feb 2022 the Biden Administration working at the behest of the ATA created the Entry Level Driver Training initiative which made it so any entity could register to become a driver training school. It seemed like a good way to track the companies and create standards for those that were training drivers but it actually created an explosion of fly by night CDL diploma mills. Some of the states eliminated their driver school licensing altogether thinking that the Feds have it all figured out. The results: we now have 35000 entities that can "train" an entry level truck driver. No one is"
X Link @FreightAlley 2025-10-14T19:51Z 92.1K followers, 17.1K engagements
"They should have included the railroads which make most of this possible"
X Link @FreightAlley 2025-10-15T21:55Z 92.1K followers, 50.3K engagements
"Tell me you know the economy needs more liquidity without telling me"
X Link @FreightAlley 2025-10-15T23:11Z 92.1K followers, 17.4K engagements
"Wall Street watching X for updates on trucking Meanwhile analysts downgrade trucking stocks Who will be right"
X Link @FreightAlley 2025-10-08T20:02Z 92.1K followers, 19.4K engagements
"Imagine how screwed shippers would be if trucking volumes weren't so abysmal. Down XX% YoY. If we get a pop in volumes it could be really ugly for anyone that hasn't planned for much higher trucking contract rates"
X Link @FreightAlley 2025-10-09T11:14Z 92.1K followers, 9294 engagements
"@jbmp51 $SNDR $KNX $JBHT $MRTN $HTLD $PAMT $CVLG"
X Link @FreightAlley 2025-10-09T15:40Z 92.1K followers, XXX engagements
"This is the largest trucking bankruptcy of the year - 1000 employees out of work at Montgomery Transport"
X Link @FreightAlley 2025-10-09T23:56Z 92.1K followers, 45.3K engagements
"130% tarrifs on Chinese imports is not going to ruin your Christmas. Almost everything you buy for the holidays will already be on shore. Tbh if you are going to escalate tariffs that would be the best time of year to do it since its the low season for imports"
X Link @FreightAlley 2025-10-10T23:15Z 92.1K followers, 29.9K engagements
"If you want to know how the economy is actually doing ignore "retail sales" or "credit card consumption" data. These data sources are distorted by inflation after all if a product is X% more expensive than last year it will look like you sold X% more of the same product when your sales are actually flat. Freight volume data doesn't track the price of goods and therefore isn't distorted by inflation. It tracks the number of units shipped through the economy. Sell more units of a product you get more shipping. Sell less you have less shipping. You can't store freight so there are no inventory"
X Link @FreightAlley 2025-10-12T18:16Z 92.1K followers, 92.8K engagements
"This is a really positive sign. In recent quarters new leases had slowed because of uncertainty. Companies taking the leap and expanding their industrial base is a very positive development for domestic supply chains"
X Link @FreightAlley 2025-10-16T01:12Z 92.1K followers, 23K engagements
"Never forget when JOCs editor whined about Truckstop posting memes and it completely backfired. The JOC will never really understand the truckers. Too elitist to ever be one of us"
X Link @FreightAlley 2025-10-14T04:30Z 92.1K followers, 5737 engagements
"International container booking volumes are down XX% YoY as prestocking cools and the trade war continues"
X Link @FreightAlley 2025-09-02T00:04Z 92.1K followers, 14.5K engagements
"There is a company whose facilities handle X% of the worlds GDP and youve probably never heard of it. Prologis is worlds largest industrial REIT"
X Link @FreightAlley 2025-09-13T21:17Z 92.1K followers, 32.4K engagements
"The truckload spot index vs. tender rejections. On the chart below tender rejections are in blue while spot rates are orange. Notice how the spot rates react to tender rejections and tend to follow their lead. This trend broke starting in Mid September and has completely diverged over the past week. Spot rates accelerated (to levels we last saw during July 4th but tender rejections went flat). This divergence isn't normal and is telling us that capacity is leaving the market. Since tender rejections measure carriers that normally participate in the contract market and are often compliant we"
X Link @FreightAlley 2025-10-08T11:44Z 92.1K followers, 18.3K engagements
"Before you say it beef inflation is not tariff related"
X Link @FreightAlley 2025-10-09T19:07Z 92.1K followers, 20.3K engagements
"Trucking lawyer advises all trucking companies and brokers to cease working with all non-domiciled CDLs immediately. In his view plantiffs attorneys will scorch any broker or carrier for hiring an illegitimate driver that uses these drivers"
X Link @FreightAlley 2025-10-09T21:05Z 92.1K followers, 86.8K engagements
"Lol margins of 50%. No broker is running XX% margins. Why do people believe this nonsense"
X Link @FreightAlley 2025-10-10T12:10Z 92.1K followers, 16.9K engagements
"Tariffs have not yet caused sharp consumer inflation but they have caused industrial inflation. More damaging they have caused businesses to freeze significant investments wanting to wait until there was more certainty. Todays tariff announcement is going to sap any confidence in a 2026 industrial recovery"
X Link @FreightAlley 2025-10-11T00:13Z 92.1K followers, 14.6K engagements
"Its a very weird environment as a CEO. You assume that every month is gonna get worse so rather than thinking about growth initiatives you ask yourself how to trim your costs to prepare a longer downturn. Right now that is how most CEOs I know are operating"
X Link @FreightAlley 2025-10-13T20:56Z 92.1K followers, 16K engagements
"As Ive said multiple times it was Valentines Day when freight demand started to collapse. Here is a preview of October - its gonna be worse"
X Link @FreightAlley 2025-10-13T21:31Z 92.1K followers, 20.5K engagements
"Daily spot rate heat map (areas shaded blue indicate spot rates are increasing red means they are in decline)"
X Link @FreightAlley 2025-10-18T19:11Z 92.1K followers, 8649 engagements
"If I interview someone that asks about "Work-life balance" I move on"
X Link @FreightAlley 2025-10-19T19:15Z 92.1K followers, 311.6K engagements
"Going to be an epic event Fantastic lineup great food selections and awesome entertainment"
X Link @FreightAlley 2025-10-19T23:27Z 92.1K followers, 13.4K engagements
"Trumps new truck tariff goes into effect November 1st. Trucks assembled in Mexico may be tariffed due to not meeting the XX% North American content rule. This will likely make new trucks far more expensive. Large fleets with preorders are likely to be the most impacted"
X Link @FreightAlley 2025-10-07T10:52Z 92.1K followers, 8839 engagements
"For those that follow me for macro economic intel. The excitement in trucking is not related to the macro economic story it is a capacity one (low quality operators getting shut down). The macro economic story is bad. Trucking volumes are down XX% YoY and continue to weaken. Not a good sign for the sectors that are dependent upon trucking: manufacturing housing auto energy ag and retail (basically the main street economy). The OTVI chart measures the volume of truckload orders in the economy an indication of macro economic demand. It is anemic and moving to some of the lowest levels we've"
X Link @FreightAlley 2025-10-08T11:52Z 92.1K followers, 71.3K engagements
"There is a possibility of a trucking super cycle on the horizon: 1). Drivers have always been the capacity constraint. Cut off a major source of truck drivers you immediately eliminate a good amount of capacity. The ending of the non-domiciled CDLs will cut off new non-compliant drivers. This would have been a slow bleed but the fact that the ICE raids have created shocks is even more damaging to the psychology of immigrant truck drivers. People are scared to drive even compliant ones. 2). The tariffs on new trucks will increase the cost by upto $50k on new trucks. Fleets are likely to cut"
X Link @FreightAlley 2025-10-09T04:30Z 92.1K followers, 31.1K engagements
"@ISme277 Intermodal are slow moving warehouses and far cheaper to move than trucking. It does much better relative to trucking when freight is soft. Sort of same theory on why Dollar General will do better in a recession vs. Target"
X Link @FreightAlley 2025-10-12T03:48Z 92.1K followers, XX engagements
"We built the atomic bomb in X years. We can handle refining rare earths"
X Link @FreightAlley 2025-10-13T20:06Z 92.1K followers, 242K engagements
"JB Hunt has the best business model of any business in truckload and their most recent quarter proved it. Despite a challenging market Hunt crushed it"
X Link @FreightAlley 2025-10-15T21:22Z 92.1K followers, 25.2K engagements
"The Great Purge continues"
X Link @FreightAlley 2025-10-15T23:09Z 92.1K followers, 23.2K engagements
"@AdvisorJohn Grok is my go to. I use Gemini to do pitch decks and things like that"
X Link @FreightAlley 2025-10-18T01:07Z 92.1K followers, XXX engagements
"Los Angeles just tipped the scales this week hitting the highest levels in our "capacity tightening" scales possible. A significant portion of capacity has been eliminated from the trucking market and any volume pop will likely result in a sharp increase in truckload rates"
X Link @FreightAlley 2025-10-18T19:18Z 92.1K followers, 7633 engagements
"@AnarchyBuddhist If you have to ask about it the job isnt for you"
X Link @FreightAlley 2025-10-19T19:34Z 92.1K followers, 12K engagements
/creator/twitter::FreightAlley