#  @JohnHKingston John Kingston The Supreme Court has accepted a request for certiorari in a case involving broker liability that tangentially involves $CHRW, a company in the trucking and logistics industry. This development has significant implications for the industry. The case is expected to have a substantial impact on trucking and logistics companies. ### Engagements: [---] [#](/creator/twitter::48427307/interactions)  - [--] Week [-----] -82% - [--] Month [------] +69% - [--] Months [-------] +36% - [--] Year [-------] +6% ### Mentions: [--] [#](/creator/twitter::48427307/posts_active)  - [--] Week [--] -30% - [--] Month [--] +7.70% - [--] Months [---] +0.41% - [--] Year [---] +0.23% ### Followers: [-----] [#](/creator/twitter::48427307/followers)  - [--] Week [-----] -0.05% - [--] Month [-----] +0.11% - [--] Months [-----] +3.90% - [--] Year [-----] +12% ### CreatorRank: [---------] [#](/creator/twitter::48427307/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 21.26% [finance](/list/finance) 14.96% [technology brands](/list/technology-brands) 6.3% [cryptocurrencies](/list/cryptocurrencies) 4.72% [social networks](/list/social-networks) 3.94% [automotive brands](/list/automotive-brands) 2.36% [travel destinations](/list/travel-destinations) 1.57% [countries](/list/countries) 1.57% [nhl](/list/nhl) 0.79% **Social topic influence** [in the](/topic/in-the) 11.81%, [$chrw](/topic/$chrw) #18, [$fdx](/topic/$fdx) #309, [$jbht](/topic/$jbht) 4.72%, [$expd](/topic/$expd) #9, [$csx](/topic/$csx) #11, [more than](/topic/more-than) 3.94%, [stocks](/topic/stocks) 3.94%, [drop](/topic/drop) 3.94%, [twitter](/topic/twitter) 3.94% **Top accounts mentioned or mentioned by** [@ewerickson](/creator/undefined) [@datfreightteam](/creator/undefined) [@charliekirk11](/creator/undefined) [@jibuendia](/creator/undefined) [@fcat1119](/creator/undefined) [@news12](/creator/undefined) [@news12li](/creator/undefined) [@kevinvesey](/creator/undefined) [@brithume](/creator/undefined) [@drdavidsamadi](/creator/undefined) [@wesbury](/creator/undefined) [@jonahdispatch](/creator/undefined) [@isleslife](/creator/undefined) [@islesicenet](/creator/undefined) [@fwtruck](/creator/undefined) [@larrysabato](/creator/undefined) [@ipsosnewspolls](/creator/undefined) [@billjamesonline](/creator/undefined) [@cnn](/creator/undefined) [@rpsagainsttrump](/creator/undefined) **Top assets mentioned** [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [FedEx Corporation (FDX)](/topic/$fdx) [J B Hunt Transport Services Inc (JBHT)](/topic/$jbht) [Expeditors International of Wshngtn Inc (EXPD)](/topic/$expd) [CSX Corporation (CSX)](/topic/$csx) [RXO, Inc. (RXO)](/topic/$rxo) [Cummins Inc. (CMI)](/topic/$cmi) [Landstar System Inc (LSTR)](/topic/$lstr) [UNIPOLY (UNP)](/topic/$unp) [XPO LOGISTICS, INC. (XPO)](/topic/$xpo) [Roper Technologies Inc (ROP)](/topic/$rop) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Norfolk Southern Corp. (NSC)](/topic/$nsc) [Prologis Inc (PLD)](/topic/$pld) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [Proficient Auto Logistics, Inc (PAL)](/topic/$pal) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [QXO, Inc. Common Stock (QXO)](/topic/$qxo) [S&P Global Inc (SPGI)](/topic/$spgi) [PACCAR Inc (PCAR)](/topic/$pcar) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Lineage, Inc. (LINE)](/topic/$line) [Rush Enterprises Inc (RUSHA)](/topic/$rusha) [Knight-Swift Transportation Holdings, Inc. (KNX)](/topic/$knx) [HUB Group Inc (HUBG)](/topic/$hubg) [GXO Logistics, Inc. (GXO)](/topic/$gxo) [ArcBest Corporation (ARCB)](/topic/$arcb) [Trinity Industries, Inc. (TRN)](/topic/$trn) [WEX (WEX)](/topic/$wex) [Trimble Inc (TRMB)](/topic/$trmb) [Manhattan Associates, Inc. (MANH)](/topic/$manh) [Bank of Montreal (BMO)](/topic/$bmo) [United Parcel Service, Inc. (UPS)](/topic/$ups) ### Top Social Posts Top posts by engagements in the last [--] hours "A few #logisitcs 52-week highs today including one that we haven't seen for awhile: $UNP. It wasn't the only #rail stock with a 52-week high as $CSX hit one too. Others: $XPO $PLD $CHRW and $CASY which does have travel centers for #trucking" [X Link](https://x.com/JohnHKingston/status/2020970978344399078) 2026-02-09T21:20Z [----] followers, [---] engagements "This chart of trailer bodies delivered from $WNC is pretty self-explanatory. Other numbers: its backlog at the end of Q4 was $705 million. A year ago it was $1.2 billion. Company statement: "Capital spending decisions continue to be delayed and highly managed."" [X Link](https://x.com/JohnHKingston/status/2021214027578298864) 2026-02-10T13:25Z [----] followers, [---] engagements "The stock market selloff is hitting the usual recent laggards today: $RXO $LINE and $COLD all at 52-week lows. But $ODFL and $MRTN are just above their 52-week low. Yesterday's star $PAL is down about 6.55% at 2:45" [X Link](https://x.com/JohnHKingston/status/1989058175673475225) 2025-11-13T19:49Z [----] followers, [---] engagements "(1/2) Merrill on $CHRW: price objective went to $182 from $167. It said move was "conservative.in recognizing the negative impact of rising spot rates on brokerage businesses but would not be surprised to see CHRW work around these impacts given its use of AI to take share."" [X Link](https://x.com/JohnHKingston/status/2003882692920987651) 2025-12-24T17:37Z [----] followers, [----] engagements "The lengthy list of 52-week #logistics highs from yesterday is not surprising: the usual suspects. $JBHT $FDX $EXPD $CMI and $CHRW. Since $QXO is a logistics play to some degree we'll add that. And $CASY sells a lot of #diesel so they're on the list as well" [X Link](https://x.com/JohnHKingston/status/2009947263083442178) 2026-01-10T11:15Z [----] followers, [---] engagements "Good news for Brad Jacobs' $QXO: debt rating at BB- from $SPGI holds on its $3B preferred share offering that will fund acquisitions. S&P said it does not view it as 100% debt having "intermediate equity content." Sees leverage at 4X-5X. BB- [--] notches under investment grade" [X Link](https://x.com/JohnHKingston/status/2014426097790632385) 2026-01-22T19:53Z [----] followers, [----] engagements "Dividends at $JBHT have been adjusted up [--] cent per quarter for the last four years now. The company said it would increase its quarterly payout by [--] cent to [--] cts/share effective Feb. [--] up 2.3%. Last time it went up more than one cent was at the start of [----]. #trucking" [X Link](https://x.com/JohnHKingston/status/2014433410266124662) 2026-01-22T20:22Z [----] followers, [---] engagements "Earnings at $ROP which owns @datfreightteam have been greeted with an early selloff down almost $50 per share at $358.85 a drop of about 12.2%. It's at a 52-week low. Stock is down about 32% over [--] weeks. DAT fiscal data not broken out in the release" [X Link](https://x.com/JohnHKingston/status/2016162629698384314) 2026-01-27T14:53Z [----] followers, [---] engagements "Rare downturn in the number of zero emission vehicles servicing port of Long Beach. Decline of [--] is only the 2nd downturn in the last [--] months. All the decline came in battery electric vehicles; #hydrogen stayed at [---] vehicles. Remember: there's no longer any mandate. #trucking" [X Link](https://x.com/JohnHKingston/status/2016966362640322601) 2026-01-29T20:07Z [----] followers, [----] engagements "On April [--] [----] you could have bought a share of $CHRW at the closing price of $70.22. Today if you timed it right here's what you could have sold it for. #trucking" [X Link](https://x.com/JohnHKingston/status/2016968578470236350) 2026-01-29T20:15Z [----] followers, [---] engagements "Sudden turnaround in equity markets this a.m. has lifted [--] #logistics companies to 52-week highs: $FDX which has had a few recently and $XPO which hasn't. XPO has been steady and solid: up about 12.8% in [--] weeks 4.85% in the last [--] months but a strong 8.7% in last month" [X Link](https://x.com/JohnHKingston/status/2018349564177068309) 2026-02-02T15:43Z [----] followers, [---] engagements "Looks like the strong ISM report set off a bull market surge in #logistics and #trucking. 52-week highs today in all these stocks: $XPO $WERN $RUSHA $R $PCAR $KNX $JBHT $HUBG $GXO $FDX $EXPD $CVLG $CSX $CMI $CHRW and $ARCB" [X Link](https://x.com/JohnHKingston/status/2018720137805738459) 2026-02-03T16:16Z [----] followers, [---] engagements "Looking at $UBER Freight result remember it's not just a digital brokerage. Legacy Transplace mostly serves shippers is not a classic 3PL and is a growing % of Uber Freight. 4Q EBITDA breakeven performance first in a long time may be driven by Transplace as much as brokerage" [X Link](https://x.com/JohnHKingston/status/2019020993289765347) 2026-02-04T12:11Z [----] followers, [----] engagements "@Isles_Life Ummmwhat other countries have halftime shows" [X Link](https://x.com/JohnHKingston/status/2020682459000537270) 2026-02-09T02:13Z [----] followers, [--] engagements "@IslesICENET Asleep in my hotel room in Moscow. Seriously. I met Shawn Bates one time and told him he had probably heard every story of where people were or weren't for that one but that my story was likely one he hadn't heard. He agreed" [X Link](https://x.com/JohnHKingston/status/2021196888494702834) 2026-02-10T12:17Z [----] followers, [--] engagements "A long list of 52-week highs for various #logistics stocks today. All of them have shown up in recent weeks with other 52-week highs so no real surprises: $PCAR $CHRW $CMI $EXPD $FDX and $JBHT. Two big gainers %-wise: #RXO and $TRN. (The picture is a PACCAR Peterbilt btw)" [X Link](https://x.com/JohnHKingston/status/2008618073365086258) 2026-01-06T19:14Z [----] followers, [---] engagements "Some familiar faces on the 52-week high list impressive given the market is getting pummeled: $JBHT $EXPD $CMI $CHRW. One #logistics-related 52-week low: $ROP which owns DAT. But they own a lot of other things too so this is not just the market's opinion on @datfreightteam" [X Link](https://x.com/JohnHKingston/status/2011135050923102504) 2026-01-13T17:55Z [----] followers, [---] engagements "Even on a big day for Wall Street there's only one #logistics stock that has hit a 52-week high: $CSX. It's got some strange stats: up just 14.8% in the [--] weeks but up 43% since its 52-week low on April [--]. A lot of that would have been post $UNP - $NSC merger reaction" [X Link](https://x.com/JohnHKingston/status/2015887559193137606) 2026-01-26T20:40Z [----] followers, [---] engagements "The shrinking of the staff at $CHRW continues. This is from the fourth quarter earnings just released. C.H. Robinson has embraced AI it has boosted its bottom line and the impact on the size of its workforce is pretty stark. NAST is its core brokerage activities. #trucking" [X Link](https://x.com/JohnHKingston/status/2016619907203366990) 2026-01-28T21:10Z [----] followers, [----] engagements "Tuesday's tech selloff hit #logistics oriented tech companies. Big declines at fleet payments provider $WEX -5.78%; $TRMB -4.8% $ROP which owns @datfreightteam -6.38% and $MANH - 9.99% latter [--] both 52-week lows. $TFIN both a financial and tech company gained 1.34%" [X Link](https://x.com/JohnHKingston/status/2019006390199636013) 2026-02-04T11:13Z [----] followers, [---] engagements "Announcement by $RXO of a new $400M credit facility brought this from $SPGI: no change in the company's debt rating of BB. "The transaction is credit neutral with a modest reduction estimated in interest expense" S&P said. RXO outlook is negative possible prelude to downgrade" [X Link](https://x.com/JohnHKingston/status/2021535165424808149) 2026-02-11T10:41Z [----] followers, [---] engagements "Every credit metric for the transportation unit of major #trucking lender $BMO was worse in 4Q than in previous quarters. The chart tells the story: no signs of improvement across-the-board. The book of business is getting smaller. At about $13 billion it's the lowest in years" [X Link](https://x.com/JohnHKingston/status/1996540192333947185) 2025-12-04T11:20Z [----] followers, [----] engagements "It's down today but the Dow Jones Transportation Average closed Tuesday at all-time high of [--------]. In the last year it's up 11.87% which is less than the S&P [---]. Key #logistics stocks in the average: $CHRW $CSX $EXPD $FDX $JBHT $LSTR $NSC $ODFL $R $UNP $UPS" [X Link](https://x.com/JohnHKingston/status/2008916439390945718) 2026-01-07T14:59Z [----] followers, [---] engagements "Some numbers from the great #trucking/#logistics selloff today just before [--] pm. $RXO -23.2%; $CHRW -19%; $LSTR -17.6%; $EXPD -14%; $PAL -11.9% $ULH -10.7%; $PAMT -10.3%. Plenty of others down less than that. Meanwhile $PLD $CSX $NSC and $FDX all hit 52-week highs" [X Link](https://x.com/JohnHKingston/status/2022023783603978744) 2026-02-12T19:03Z [----] followers, [---] engagements "@jibuendia @FW_Truck It isn't totally clear. If there is an AI-driven selloff that is more broad in the market it makes sense that $CHRW which has driven the AI wave higher would drop. $RXO and $LSTR same reason. Why #trucking stocks are sliding is a lot less clear because AI is likely to help" [X Link](https://x.com/JohnHKingston/status/2022025525422895592) 2026-02-12T19:10Z [----] followers, [---] engagements "@LarrySabato @IpsosNewsPolls This is really considered a legitimate question" [X Link](https://x.com/anyuser/status/1129045866042593280) 2019-05-16T15:28Z [----] followers, [--] engagements "@billjamesonline George Bell in [----] because he was a butcher in the outfield disappeared in the last week of the season and Trammel was so so much better that year" [X Link](https://x.com/anyuser/status/1292896836978708480) 2020-08-10T18:53Z [----] followers, [--] engagements "@CNN Stop using pictures of beaches to illustrate a super spreader event. Beaches outdoors and bathed by UV light are not the places where the virus spreads" [X Link](https://x.com/JohnHKingston/status/1368898023724617729) 2021-03-08T12:14Z [----] followers, [--] engagements "@RpsAgainstTrump What's staggering about this is that this little video did take some time to put together. At some point in the production of it he could have said "maybe this isn't a good idea." That he didn't say it speaks volumes but we knew about this guy already. Still a harsh reminder" [X Link](https://x.com/anyuser/status/1372988257512865798) 2021-03-19T19:08Z [----] followers, [--] engagements "@PYZC773 My son went to the University of Delaware in Newark DE. He figured out you could go LIRR to NJ Transit change in Trenton for SEPTA change in Philly for the Newark train and get to college that way. Of course it would take him like all day. But it could be done" [X Link](https://x.com/JohnHKingston/status/1557097872373321728) 2022-08-09T20:13Z [----] followers, [--] engagements "Most remarkable thing about this week in #diesel is not just that the CME price fell so much but that its spread against Brent dropped about [--] cts/g. That spread has been elevated for months. The decline suggests the market may be finding some normalcy whatever that might be" [X Link](https://x.com/anyuser/status/1591166760832880641) 2022-11-11T20:31Z [----] followers, [--] engagements "@BillKristol Im with you. Except I dont even considered myself a Republican anymore" [X Link](https://x.com/anyuser/status/960161358636568577) 2018-02-04T14:41Z [----] followers, [--] engagements "I meant to say my father was the last Republican Majority Leader of the NY Assembly not just the last leader" [X Link](https://x.com/anyuser/status/1221770220626464769) 2020-01-27T12:21Z [----] followers, [--] engagements "@OSUkillernuts It's true he isn't in the current Trumpian GOP of sheer ignorance that believes we have a great economy but need negative interest rates that a trade deficit means you "lost" at trade and thinks Russia is our friend and Ukraine is our enemy. He is in the one that had a brain" [X Link](https://x.com/JohnHKingston/status/1221783409204383749) 2020-01-27T13:13Z [----] followers, [--] engagements "@mjs_DC You know what I'll make of it That law can be complex and despite what everybody on Twitter wants maybe the law and the world doesn't always fall into everybody's pre-conceived left vs. right notions. Maybe we're called on to actually do some thinking sometimes" [X Link](https://x.com/JohnHKingston/status/1252254492172718081) 2020-04-20T15:15Z [----] followers, [--] engagements "@fcat1119 @News12 @News12LI @KevinVesey There very much is. First of all if you don't want to watch it don't. Second it shines a light on the fact that while there are many people concerned about the impact of the shutdown there is a group that is driven by hate and rage beyond any sort of reasonable discussion" [X Link](https://x.com/anyuser/status/1261410157465964544) 2020-05-15T21:36Z [----] followers, [--] engagements "@RobbieSherman77 @brithume The biggest misconception out there is that Fauci has called for more shutdowns. He has called for exactly the opposite that students should be back at school and that colleges should absolutely not close down and send their students home" [X Link](https://x.com/anyuser/status/1309583412601262082) 2020-09-25T19:59Z [----] followers, [--] engagements "@mattklewis No typos. No spelling errors. Proper grammar. Comes in a 15-minute flurry. And the perfect touch: parantheses around K in 401K. Anybody who believes he sat there on his phone and sent these out probably misses playing 3-card monty in Times Square" [X Link](https://x.com/anyuser/status/1313075591932006402) 2020-10-05T11:16Z [----] followers, [--] engagements "@dagenmcdowell So Joe Biden has been leading the polls essentially forever the market has been mostly trending higher during that time but six days before the election the markets suddenly decide to turn lower on news that has been out there for months. Got it" [X Link](https://x.com/anyuser/status/1321418402792091650) 2020-10-28T11:47Z [----] followers, [--] engagements "@drkerrymeltzer I just read this in the Times and then came to your Twitter page. Thank you. Your uncle has long been a dangerous demagogue on this issue. It is tremendous that you have spoken out" [X Link](https://x.com/JohnHKingston/status/1344252143449083904) 2020-12-30T12:01Z [----] followers, [--] engagements "@drdavidsamadi You know what else is up Copper. Tin. Lumber. All sorts of agricultural products. Natural gas. Virtually all asset classes are higher. Why would oil be any different" [X Link](https://x.com/anyuser/status/1362010477782589440) 2021-02-17T12:06Z [----] followers, [--] engagements "@politico So when does Trump get jealous of the attention DeSantis is getting and starts finding ways to undermine him Give it another month max" [X Link](https://x.com/JohnHKingston/status/1383016587846909953) 2021-04-16T11:17Z [----] followers, [--] engagements "@lvkid7 @PeteBlackburn No. That was the regular season wrapping up even as the playoffs had begun. A bizarre situation" [X Link](https://x.com/anyuser/status/1408228366239600643) 2021-06-25T00:59Z [----] followers, [--] engagements "Last year I wrote the FreightWaves story on the Inc. [----] and what logistics companies were on it. FreightWaves wasn't eligible because it didn't have enough years producing revenue to make the cut. But we are this year.big time [--] out of [----]. https://www.freightwaves.com/news/freightwaves-ranks-no-85-on-inc-5000s-fastest-growing-private-companies https://www.freightwaves.com/news/freightwaves-ranks-no-85-on-inc-5000s-fastest-growing-private-companies" [X Link](https://x.com/anyuser/status/1427605614201561089) 2021-08-17T12:17Z [----] followers, [--] engagements "@ElectionWiz The media supressed coverage of her You mean as opposed to the heavy coverage that the race for lieutenant governor gets in most states" [X Link](https://x.com/JohnHKingston/status/1455879400134696964) 2021-11-03T12:47Z [----] followers, [--] engagements "@patriottakes She's polling at 4%" [X Link](https://x.com/anyuser/status/1527339572731924500) 2022-05-19T17:25Z [----] followers, [--] engagements "@charliekirk11 If currency is worthless can you send me some of yours Presumably you won't miss it" [X Link](https://x.com/anyuser/status/1532785295904604160) 2022-06-03T18:04Z [----] followers, [--] engagements "It's been a pretty dramatic drop in ultra low sulfur #diesel prices this week. One caution: the final price in this series is for August barrels; the other [--] five are July. But July expired Thursday. The Aug price of $3.9389 Friday was up [-----] cts/g from the Aug price Thursday" [X Link](https://x.com/anyuser/status/1543021580002926592) 2022-07-01T23:59Z [----] followers, [--] engagements "@Kayleyjanek Believe me it was easy. De-registered from the GOP as soon as Trump got the nomination in [--] and voted for my last Republican [--] or [--] years ago" [X Link](https://x.com/anyuser/status/1591415192499675136) 2022-11-12T12:58Z [----] followers, [--] engagements "Here's the scorecard on metrics measuring the driver pool at $LSTR a key barometer of capacity. BCOs who lease to Landstar are down 18.4% since the third quarter of [----]. Approved & active who hauled at least one load in the prior [---] days is down 28.7% since then. #trucking" [X Link](https://x.com/JohnHKingston/status/2016865113832132863) 2026-01-29T13:24Z [----] followers, [---] engagements "@golfnut332 @mj_lee @jaketapper @NewDay If she has no credibility why was she paid off" [X Link](https://x.com/anyuser/status/974630690309451778) 2018-03-16T12:57Z [----] followers, [--] engagements "@SpencerHakimian Is it the National Anthem No it isn't. There is no need to stand for what is essentially a pop song. Should we stand for "This Land is Your Land" Because a lot of people on the left view that as their equivalent of GBA. Stand for the Star Spangled Banner and leave it there" [X Link](https://x.com/JohnHKingston/status/1976342075110195371) 2025-10-09T17:40Z [----] followers, [---] engagements "@SotoC803 Carpenter's not going to be platooning. That bomb he hit in game [--] was off a lefty" [X Link](https://x.com/JohnHKingston/status/1979265281923993619) 2025-10-17T19:16Z [----] followers, [---] engagements "@MikeKrancer You think that's thoughtful It's a screed w/ big problem: he doesn't understand concept of net imports which are what matters" [X Link](https://x.com/JohnHKingston/status/633414422199971840) 2015-08-17T23:05Z [----] followers, [--] engagements "My @PlattsOil colleagues are talking #blockchain in commodity markets in this podcast. https://www.platts.com/podcasts-detail/policy/2017/june/policy-podcast-eu-blockchain-061917 https://www.platts.com/podcasts-detail/policy/2017/june/policy-podcast-eu-blockchain-061917" [X Link](https://x.com/JohnHKingston/status/877161693473906688) 2017-06-20T13:50Z [----] followers, [--] engagements "A good overview of some of the #ICO proposals in the #trucking business via @FreighWaves. #blockchain https://www.freightwaves.com/news/trucking-icos-blockchain-distributed-ledger https://www.freightwaves.com/news/trucking-icos-blockchain-distributed-ledger" [X Link](https://x.com/JohnHKingston/status/966309907921342464) 2018-02-21T13:53Z [----] followers, [--] engagements "@RepMarkMeadows @patchofdarkness It got [---] votes which is not "easily." Second a lot of Reps could vote for it knowing it wasn't going anywhere in the Senate. It was an empty vote" [X Link](https://x.com/JohnHKingston/status/1078385295714906112) 2018-12-27T20:21Z [----] followers, [--] engagements "@CynthiaNixon @AOC There's a legal notice requirement for all candidates who are on the ballot. A notice is printed in a newspaper several weeks before election day listing the candidates and their addresses. This isn't secret. What address did she post and does she live there Reasonable question" [X Link](https://x.com/JohnHKingston/status/1100063508153147395) 2019-02-25T16:02Z [----] followers, [--] engagements "@LK_Rigel @GrwnAssKid2 @JoyAnnReid The Fairness Doctrine would never have applied to Fox or MSNBC or any cable network. They do not use the public airways so there is no legal basis for that sort of regulation" [X Link](https://x.com/JohnHKingston/status/1154828121637568512) 2019-07-26T18:57Z [----] followers, [--] engagements "@ryansaavedra It is entirely possible to be against the death penalty and think that these individuals who are going to be executed are disgusting human beings who should never see the light of day. Those two views are not at odds with each other" [X Link](https://x.com/JohnHKingston/status/1155183182620319744) 2019-07-27T18:28Z [----] followers, [--] engagements "#ILefttheGOP right after Trump sewed up nomination by winning Indiana. I had voted for every GOP Prez candidate Ford to Romney. My father was the last Majority Leader of the NY Assembly. Local issues played a part too. This free trader globalist can't ever imagine going back" [X Link](https://x.com/JohnHKingston/status/1221752187371638784) 2020-01-27T11:09Z [----] followers, [---] engagements "@fcat1119 @News12 @News12LI @KevinVesey Seems to me that he stood out there and withstood a lot of grief and never buckled. His pair is just fine" [X Link](https://x.com/JohnHKingston/status/1261409295482134529) 2020-05-15T21:33Z [----] followers, [--] engagements "@jcschmieder @natemcdermott I was [--] in [----]. That means I am [--] today. I think there are a few of us around" [X Link](https://x.com/JohnHKingston/status/1267206449589112834) 2020-05-31T21:28Z [----] followers, [--] engagements "@benshapiro The media did not call for a nationwide lockdown because they understand--unlike Trump supporters--that the federal government has no such power. It is up to the states to do that. Your statement is absurd and typically lazy: every [--] minutes criticize the media just because" [X Link](https://x.com/JohnHKingston/status/1267808560584556544) 2020-06-02T13:21Z [----] followers, [--] engagements "@brithume Seriously Brit but if you believe this then you must miss playing 3-card Monty and I don't mean as the dealer" [X Link](https://x.com/JohnHKingston/status/1267818434525450241) 2020-06-02T14:00Z [----] followers, [--] engagements "@mitchellvii I rode more than [--] miles on a bicycle with one including some significant hills. You must not be in very good shape if a mere mask impacted your breathing" [X Link](https://x.com/JohnHKingston/status/1278420710415876096) 2020-07-01T20:10Z [----] followers, [--] engagements "@kaderadeNYC The idea that it's only ignorant Trump supporters ignoring social distancing and not wearing masks is obviously a total myth" [X Link](https://x.com/JohnHKingston/status/1279736425827700741) 2020-07-05T11:18Z [----] followers, [--] engagements "@ByronYork Because the people of this area are willing to accept the fact that its leaders were on the front lines of this pandemic and had no time to truly prepare. What is the excuse for Florida Texas and Arizona They were given the opportunity of an education and rejected it" [X Link](https://x.com/JohnHKingston/status/1281577102081499137) 2020-07-10T13:12Z [----] followers, [--] engagements "@wesbury Given that he was a private citizen he wasn't required to have one. But the question is if he was President would he have sat there and told everybody it was going to disappear like magic I'm pretty sure the answer to that is no and there would have been a plan beyond hoping" [X Link](https://x.com/JohnHKingston/status/1293986188823539717) 2020-08-13T19:02Z [----] followers, [--] engagements "@ClydeHaberman This raises the possibility that not only did the coronavirus possibly jump from bats to humans it also apparently can jump back" [X Link](https://x.com/JohnHKingston/status/1313616491724582915) 2020-10-06T23:05Z [----] followers, [--] engagements "@JonahDispatch Never mind the fact that he didn't catch the satire. He RTd a tweet about Twitter shutting down and did it on Twitter. He apparently never stopped to realize the ridiculousness of a tweet saying Twitter was shut down and doing it on that same "shuttered" network" [X Link](https://x.com/JohnHKingston/status/1317059052229230594) 2020-10-16T11:05Z [----] followers, [--] engagements "@EWErickson 1) Stacy Abrams lost 2) Donald Trump lost. How about that" [X Link](https://x.com/JohnHKingston/status/1328309133045608451) 2020-11-16T12:09Z [----] followers, [--] engagements "@lhfang Is it permissible to think a) it was stupid in [----] and b) it is stupid in 2020" [X Link](https://x.com/JohnHKingston/status/1331668467980840972) 2020-11-25T18:37Z [----] followers, [--] engagements "@BrowningStephen @atrupar She was a high school freshman. Her life should be ruined because of something she said at [--] This is just insane" [X Link](https://x.com/JohnHKingston/status/1343961383537401856) 2020-12-29T16:45Z [----] followers, [--] engagements "@drdavidsamadi The media is not "hyping" it. The media is writing about it. When you say that current therapeutics and vaccines are effective you know what The media reported that too. They're doing their job" [X Link](https://x.com/JohnHKingston/status/1345337010261786625) 2021-01-02T11:51Z [----] followers, [--] engagements "@jdruva41 @EWErickson She is not the right's answer to AOC. AOC is wrong on many many issues. I disagree with her on most things. But nobody thinks of her as crazy insane or deranged. Big difference" [X Link](https://x.com/JohnHKingston/status/1355139814069297158) 2021-01-29T13:04Z [----] followers, [--] engagements "@EWErickson When you are a political leader especially one with Presidential aspirations optics and judgement matter. The optics here are terrible. The fact that his judgement is so poor that he couldn't have seen that speaks volumes about his arrogance" [X Link](https://x.com/JohnHKingston/status/1362391444271562755) 2021-02-18T13:20Z [----] followers, [---] engagements "@wesbury Just throwing out a theory: without mask wearing the curve would look the same but at higher numbers. Impossible to prove but something to consider. The drop in flu cases supports some efficacy of mask wearing" [X Link](https://x.com/JohnHKingston/status/1367890886814793730) 2021-03-05T17:32Z [----] followers, [--] engagements "@charliekirk11 The budget for the department of veterans affairs this year is about $243 billion. Do you do any research at all" [X Link](https://x.com/JohnHKingston/status/1380564017018773504) 2021-04-09T16:51Z [----] followers, [--] engagements "@Tom_Winter But you know what The accusation wins. Because you had to waste time finding this info out and for those who live in MAGA land they figure you're MSM so they don't believe you anyway" [X Link](https://x.com/JohnHKingston/status/1414642974592471044) 2021-07-12T17:49Z [----] followers, [---] engagements "@ndrew_lawrence Let's be clear about what he did. He made [--] consecutive jokes on Twitter about Japan right after the tsunami. He did this even though he was making presumably a ton of $$ for AFLAC which has a huge Japanese business. This isn't cancel culture. It's capitalism" [X Link](https://x.com/JohnHKingston/status/1417125136851943424) 2021-07-19T14:12Z [----] followers, [--] engagements "Calif. Gov. Newsom signed yet another #AB5 exemption this time for newspaper delivery. The list of exemptions is huge suggesting the law's authors didn't really care about anything other than making it apply to #trucking (blocked by injunction) and app-based drivers (in limbo)" [X Link](https://x.com/JohnHKingston/status/1447895369568948235) 2021-10-12T12:02Z [----] followers, [--] engagements "This is a chart of total #oil stocks in OECD nations just published by @IEA. The red line is the current level of stocks. The blue area is the range the last five years. It doesn't really need any additional commentary; the picture very much is worth a thousand words" [X Link](https://x.com/JohnHKingston/status/1448625137071411206) 2021-10-14T12:22Z [----] followers, [---] engagements "@EWErickson How about the obsession is the fact that this was a massive attack on our democracy one of the two major parties in the U.S. thinks it was no big deal and the story doesn't conveniently stop being a story because you think "time's up."" [X Link](https://x.com/JohnHKingston/status/1453375999173959687) 2021-10-27T15:00Z [----] followers, [--] engagements "@JuddLegum Such a massive flaw in your reasoning and others have mentioned it: you are assuming that the information flow--in other words the reports of shoplifting--have not been impacted at all by a feeling that reporting it is a total waste of time. You're assuming reporting is static" [X Link](https://x.com/JohnHKingston/status/1459229312670912513) 2021-11-12T18:39Z [----] followers, [---] engagements "@ACTBrigitte https://www.thewrap.com/the-view-tops-daytime-tv-ratings-news-talk-first-time-ever-season-24-meghan-mccain-exit/ https://www.thewrap.com/the-view-tops-daytime-tv-ratings-news-talk-first-time-ever-season-24-meghan-mccain-exit/" [X Link](https://x.com/JohnHKingston/status/1475564960193433602) 2021-12-27T20:31Z [----] followers, [--] engagements "@JonahDispatch You admitted you were wrong on Twitter. I'm sorry but that's not permitted. 🙂" [X Link](https://x.com/JohnHKingston/status/1478353839925473282) 2022-01-04T13:13Z [----] followers, [--] engagements "Significant milestone on the roads occured in Nov according to Dep't of Transportation: miles traveled in 11/21 were more than in 11/19 first time that most recent numbers exceeded pre-pandemic corresponding month. VMT was [-----] billion in 11/21; was [-----] billion [--] years ago" [X Link](https://x.com/JohnHKingston/status/1485709484987146240) 2022-01-24T20:21Z [----] followers, [--] engagements "@upstatefederlst Joe Biden did take Amtrak every day. I saw him on it a couple of times and I was riding it only occasionally to go to Washingon. I'm not sure how you define "every day" but it was a regular part of his routine" [X Link](https://x.com/JohnHKingston/status/1502308463900254218) 2022-03-11T15:40Z [----] followers, [--] engagements "The weekly EIA data is out and it shows that East Coast inventories of ultra low sulfur #diesel already at some of the lowest numbers ever fell again last week. They came in at [----] million barrels down from [----] million bbl. When the year started they were [----] million bbl" [X Link](https://x.com/JohnHKingston/status/1524400760708112395) 2022-05-11T14:47Z [----] followers, [--] engagements "@charliekirk11 How big do you think the local Davos police force is [-----] people live there full time. There is no way their local police force is big enough to handle the security needs of a meeting like the WEF. Sorry to burst your conspiracy theory bubble" [X Link](https://x.com/JohnHKingston/status/1528797350365384709) 2022-05-23T17:57Z [----] followers, [--] engagements "A brave and dangerous new world awaits the California #trucking sector: #AB5 will become the law of the land in that state and the independent owner operator model will have to adapt in radical ways to survive. https://www.freightwaves.com/news/breaking-news-scotus-denies-certiorari-californias-trucking-sector-braces-for-ab5 https://www.freightwaves.com/news/breaking-news-scotus-denies-certiorari-californias-trucking-sector-braces-for-ab5" [X Link](https://x.com/JohnHKingston/status/1542533218704007169) 2022-06-30T15:39Z [----] followers, [--] engagements "@JoshKraushaar The party is one giant grift even if it means their candidates get screwed on campaign advertising" [X Link](https://x.com/JohnHKingston/status/1560783119590084610) 2022-08-20T00:17Z [----] followers, [--] engagements "More on #trucking jobs numbers: In the 10+ years of data BLS provides on its website only time truck transportation sector lost more jobs was in Apr [----] start of COVID. Next-biggest loss after Sept drop of [-----] jobs was [----] in Mar '20 when pandemic was just starting" [X Link](https://x.com/JohnHKingston/status/1578365836733329409) 2022-10-07T12:45Z [----] followers, [--] engagements "The #oil industry has lost a giant: Esa Ramasamy. Not even sure what his title was with @SPGCIOil but his strength was to know more about markets than anybody on the planet. An ambassador to every corner of the globe for Platts and a friend to all. We will miss him. #oott" [X Link](https://x.com/JohnHKingston/status/1588860311276490752) 2022-11-05T11:46Z [----] followers, [--] engagements "It's the biggest one-week decline in the DOE/EIA benchmark #diesel price since August [--]. It's still above $5/gallon but recent declines in the diesel futures price--down about [--] cents in [--] trading days--signal further drops in retail prices ahead" [X Link](https://x.com/JohnHKingston/status/1594813427607867393) 2022-11-21T22:02Z [----] followers, [--] engagements "Great job by the folks at @OPIS to combine retail #gasoline data with average earnings data and produce this graphic on the affordability of gasoline in each state. It's measured by how many minutes a person needs to work to afford a gallon given avg retail prices and avg wages" [X Link](https://x.com/JohnHKingston/status/1595411541339394050) 2022-11-23T13:38Z [----] followers, [--] engagements "Remember back in June when $R rejected the takeover attempt by HG Vora The offer price was $86. Smart move: Ryder today hit a 52-week high at $97.26. It's up 28.7% in the last month alone. Another 52-week high today: $WBC up more than 52% in the last month" [X Link](https://x.com/anyuser/status/1596256238085771265) 2022-11-25T21:35Z [----] followers, [--] engagements "(1/2) Two significant charts for #trucking from just-released EIA #oil stats. First it is clear that demand for diesel--which the EIA calls "product supplied"--is dropping. Given that 85-90% of distillate figure is diesel based on consumption demand pattern is pretty clear" [X Link](https://x.com/JohnHKingston/status/1600519288347049988) 2022-12-07T15:55Z [----] followers, [--] engagements "A screen capture of the fuel mix on the New England #electricity grid at about 1:10 p.m. I am stunned that about 31% of their electricity is coming from #oil which in [----] is--dare I say it--barbaric. So yeah keep blocking #natgas pipeline capacity from coming in. Well done" [X Link](https://x.com/JohnHKingston/status/1606716200960102402) 2022-12-24T18:19Z [----] followers, [----] engagements "Good quote from $USX CEO Eric Fuller on weak #trucking rates even as volume improves. There are a lot of zombie companies out there barely making it through the day. They are not cash flowing. They will have to come out of the market." Says it will happen in next few quarters" [X Link](https://x.com/anyuser/status/1623840660775133185) 2023-02-10T00:25Z [----] followers, [----] engagements "@SteveKrak Yeah it is terrible how the Times covered up Fettermans health issues. https://www.nytimes.com/2022/10/25/us/politics/fetterman-oz-debate-senate-pa.htmlsmid=nytcore-ios-share&referringSource=articleShare https://www.nytimes.com/2022/10/25/us/politics/fetterman-oz-debate-senate-pa.htmlsmid=nytcore-ios-share&referringSource=articleShare" [X Link](https://x.com/JohnHKingston/status/1624063899002630147) 2023-02-10T15:13Z [----] followers, [----] engagements "In an absolutely stunning move BP is buying $TA for $86 per share. This is a company that for years has been talking energy transition and now it's buying a giant chain of truck stops that serves #diesel trucks. We'll try to figure out why later today at FreightWaves. #trucking" [X Link](https://x.com/JohnHKingston/status/1626208467219542021) 2023-02-16T13:14Z [----] followers, 29.3K engagements "An important reminder: the one commodity that the US government has banned from futures trading is the onion. It was 60's era legislation sponsored by Gerald Ford on the grounds that prices were too volatile. Somehow it didn't seem to work. https://www.bloomberg.com/news/articles/2023-02-24/vegetable-shortage-onion-prices-soar-fueling-global-food-inflationcmpid=BBBXT022423_ENERGY&utm_medium=email&utm_source=newsletter&utm_term=230224&utm_campaign=energy&sref=jWl1ohaY" [X Link](https://x.com/anyuser/status/1629133343404044292) 2023-02-24T14:57Z [----] followers, 94.4K engagements "My grandson at his first #isles game. #LGI" [X Link](https://x.com/JohnHKingston/status/1632073072789409793) 2023-03-04T17:38Z [----] followers, [----] engagements "Buyers of #diesel who have been hearing for years about US refinery shutdowns need instead to hear some good news for a change: $XOM opened its Beaumont Texas expansion today 250k b/d of new capacity. They say it's the biggest US expansion in [--] years which sounds about right" [X Link](https://x.com/anyuser/status/1636389501412192257) 2023-03-16T15:30Z [----] followers, 15.7K engagements "And now the #AB5 litigation begun by @Caltrux takes another twist: it is going to use arguments against AB5 brought by @Uber and @Postmates and the statements possibly made by @LorenaSGonzalez about #trucking might be an issue. https://www.freightwaves.com/news/california-trucking-eyes-equal-protection-argument-in-ab5-litigation https://www.freightwaves.com/news/california-trucking-eyes-equal-protection-argument-in-ab5-litigation" [X Link](https://x.com/JohnHKingston/status/1641529439635816448) 2023-03-30T19:54Z [----] followers, [----] engagements "@RadioFreeTom As a Long Islander I want to make sure the Navy knows they can't come into Long Island Sound without our approval" [X Link](https://x.com/JohnHKingston/status/1645445821482123266) 2023-04-10T15:17Z [----] followers, [----] engagements "@EasySasquatch67 @Reality13_com @EndWokeness It is unfortunate the number of people who still do not understand the meaning and the concept of "per capita."" [X Link](https://x.com/JohnHKingston/status/1650103688776622082) 2023-04-23T11:45Z [----] followers, [---] engagements "Another chart on the #trucking slowdown: in what is almost assuredly its last earnings release the quarterly earnings of $TA reported its #diesel sales were below [---] million gallons for the first quarter and were down 5.7% from 3Q peak" [X Link](https://x.com/anyuser/status/1651560050589159425) 2023-04-27T12:12Z [----] followers, [----] engagements "@Gabby_Hoffman The coal industry has been far more damaged by the rise of natural gas supplies and its long-term decline in price than any government fiat. It's not even close" [X Link](https://x.com/JohnHKingston/status/1652330600236294146) 2023-04-29T15:14Z [----] followers, 19K engagements "@JustinWolfers It is the employment rate for an economy going through something it has never gone through before: a steady exit of baby boomers from the ranks of the employed but who have pretty good savings so they're still demanding goods and services but they aren't working" [X Link](https://x.com/JohnHKingston/status/1654516897004617728) 2023-05-05T16:02Z [----] followers, [----] engagements "At the @UBS conference $HTLD CEO Mike Gerdin is definitely in the camp of the freight market not getting any better. April was worse than March; May and June are a bit better but flat; and at this point were taking pretty much everything we can get our hands on. #trucking" [X Link](https://x.com/JohnHKingston/status/1666427410567385092) 2023-06-07T12:50Z [----] followers, 32.9K engagements "And for the second day in a row aimed at those who follow the #FightforFreelancers hashtag an update on the DOL rule on independent contractors. https://www.freightwaves.com/news/labor-departments-independent-contractor-rule-not-likely-anytime-soon https://www.freightwaves.com/news/labor-departments-independent-contractor-rule-not-likely-anytime-soon" [X Link](https://x.com/JohnHKingston/status/1669457526943825921) 2023-06-15T21:31Z [----] followers, [----] engagements "@SohrabAhmari More than [--] million people on Obamacare would likely not agree. That's about 10% of the country" [X Link](https://x.com/JohnHKingston/status/1687802364873367552) 2023-08-05T12:26Z [----] followers, [----] engagements "@TracyAMHall1 @abeastli @MeidasTouch No Trump was talking about running against Jeb Bush and said about him that "he got us into the Middle East." He clearly confused the two Bushes. Just listen to it" [X Link](https://x.com/JohnHKingston/status/1706438663888937098) 2023-09-25T22:40Z [----] followers, [---] engagements "@muchado33 @bekahowell Exactly. Why would a drug dealer give away drugs that he paid for instead of actually trying to you know sell it Which is how they make their money right SMH" [X Link](https://x.com/JohnHKingston/status/1719383158095831391) 2023-10-31T15:57Z [----] followers, [----] engagements "3Q numbers out at $CHRW about as bad as you would have expected: Income from operations down 60.5%. Adjusted operating margin down [----] bps down [----] bps excluding restructuring. EPS down 61.8%. Adjusted EPS down 52.8%. Cash from ops down $420.2 million to $205.2 million" [X Link](https://x.com/anyuser/status/1719810469274226836) 2023-11-01T20:15Z [----] followers, 46.1K engagements "(1/2) The quarterly letter from $TFIN CEO Graft and his earnings call always has good information on the state of #trucking. Graft on yesterday's call: 7% of Triumph's carriers who were active before the end of the year have not been active in January. "We don't know whether" [X Link](https://x.com/anyuser/status/1750553083237593567) 2024-01-25T16:15Z [----] followers, 31.6K engagements "Verdict on earnings at $CHRW has been swift and savage. It hit a 52-wk low at $71.57 today. It was $89.71 as recently as Jan [--]. Stock hasn't been this low since May '20. At its nadir today it was down 14.9% from Wed close. It popped back to $73.35 by 3:45 pm EST. #trucking" [X Link](https://x.com/anyuser/status/1753159025036816710) 2024-02-01T20:50Z [----] followers, 10.6K engagements "@CindyCoops @RyanGirdusky If there are criminal penalties in the law that could result in jail it's tough to walk away from that. And saying "well we'll just prosecute the doctors" isn't going to be seen as a significant difference" [X Link](https://x.com/JohnHKingston/status/1757748882941915408) 2024-02-14T12:49Z [----] followers, [---] engagements "OK I think we're done here: this is the TRAC rate in @SONAR_FW for Columbus OH to NYC. If the #trucking boycott had an impact it absolutely would have shown up here. Umm.does anybody see signs of a boycott of truck capacity into NYC in this chart The "boycott" was a flop" [X Link](https://x.com/anyuser/status/1762130254246654393) 2024-02-26T14:59Z [----] followers, [----] engagements "Earnings at $FWRD came in below expectations and the bloodbath rolls on. At 5:30 am stock was down $4.16 10.6% from Wednesday close trading at $34.99. [--] weeks ago today it closed at $104.06. Market cap now flirting with $1B; it's a drop of about $1.7B in market cap in a year" [X Link](https://x.com/anyuser/status/1763172897449799685) 2024-02-29T12:02Z [----] followers, [----] engagements "@GasBuddyGuy And this fuel was significantly dirtier than what we are burning today. We can "dirty up" the gasoline pool tomorrow: lead sulfur benzene etc. And it would be cheaper. Would that be wise public policy" [X Link](https://x.com/JohnHKingston/status/1773682781341544946) 2024-03-29T12:05Z [----] followers, [----] engagements "@imjdsharp @kylegriffin1 Remember that because of the Schengen border rules in the EU you can emigrate from any EU country to another freely. So if they want to leave their country why wouldn't they go someplace where the movement is free and easy instead of increasingly difficult" [X Link](https://x.com/JohnHKingston/status/1777397337754648628) 2024-04-08T18:05Z [----] followers, [---] engagements "@the_transit_guy I spoke at a conference once north of Atlanta at a hotel not that far from a MARTA station. Took it went Uber the rest of the way. When I told people at the conference what I did they looked at me like I was insane.and then told me how long they sat in traffic to get there" [X Link](https://x.com/JohnHKingston/status/1779981244375159209) 2024-04-15T21:12Z [----] followers, [----] engagements "@GarrettVentry Hate to tell you this but as a former Republican and a #NeverTrump person that happend a long time ago" [X Link](https://x.com/JohnHKingston/status/928751103252017152) 2017-11-09T22:28Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@JohnHKingston John KingstonThe Supreme Court has accepted a request for certiorari in a case involving broker liability that tangentially involves $CHRW, a company in the trucking and logistics industry. This development has significant implications for the industry. The case is expected to have a substantial impact on trucking and logistics companies.
Social category influence stocks 21.26% finance 14.96% technology brands 6.3% cryptocurrencies 4.72% social networks 3.94% automotive brands 2.36% travel destinations 1.57% countries 1.57% nhl 0.79%
Social topic influence in the 11.81%, $chrw #18, $fdx #309, $jbht 4.72%, $expd #9, $csx #11, more than 3.94%, stocks 3.94%, drop 3.94%, twitter 3.94%
Top accounts mentioned or mentioned by @ewerickson @datfreightteam @charliekirk11 @jibuendia @fcat1119 @news12 @news12li @kevinvesey @brithume @drdavidsamadi @wesbury @jonahdispatch @isleslife @islesicenet @fwtruck @larrysabato @ipsosnewspolls @billjamesonline @cnn @rpsagainsttrump
Top assets mentioned CH Robinson Worldwide Inc (CHRW) FedEx Corporation (FDX) J B Hunt Transport Services Inc (JBHT) Expeditors International of Wshngtn Inc (EXPD) CSX Corporation (CSX) RXO, Inc. (RXO) Cummins Inc. (CMI) Landstar System Inc (LSTR) UNIPOLY (UNP) XPO LOGISTICS, INC. (XPO) Roper Technologies Inc (ROP) Uber Technologies, Inc. (UBER) Norfolk Southern Corp. (NSC) Prologis Inc (PLD) Casey's General Stores, Inc. (CASY) Proficient Auto Logistics, Inc (PAL) Old Dominion Freight Line Inc (ODFL) QXO, Inc. Common Stock (QXO) S&P Global Inc (SPGI) PACCAR Inc (PCAR) Americold Realty Trust, Inc. (COLD) Lineage, Inc. (LINE) Rush Enterprises Inc (RUSHA) Knight-Swift Transportation Holdings, Inc. (KNX) HUB Group Inc (HUBG) GXO Logistics, Inc. (GXO) ArcBest Corporation (ARCB) Trinity Industries, Inc. (TRN) WEX (WEX) Trimble Inc (TRMB) Manhattan Associates, Inc. (MANH) Bank of Montreal (BMO) United Parcel Service, Inc. (UPS)
Top posts by engagements in the last [--] hours
"A few #logisitcs 52-week highs today including one that we haven't seen for awhile: $UNP. It wasn't the only #rail stock with a 52-week high as $CSX hit one too. Others: $XPO $PLD $CHRW and $CASY which does have travel centers for #trucking"
X Link 2026-02-09T21:20Z [----] followers, [---] engagements
"This chart of trailer bodies delivered from $WNC is pretty self-explanatory. Other numbers: its backlog at the end of Q4 was $705 million. A year ago it was $1.2 billion. Company statement: "Capital spending decisions continue to be delayed and highly managed.""
X Link 2026-02-10T13:25Z [----] followers, [---] engagements
"The stock market selloff is hitting the usual recent laggards today: $RXO $LINE and $COLD all at 52-week lows. But $ODFL and $MRTN are just above their 52-week low. Yesterday's star $PAL is down about 6.55% at 2:45"
X Link 2025-11-13T19:49Z [----] followers, [---] engagements
"(1/2) Merrill on $CHRW: price objective went to $182 from $167. It said move was "conservative.in recognizing the negative impact of rising spot rates on brokerage businesses but would not be surprised to see CHRW work around these impacts given its use of AI to take share.""
X Link 2025-12-24T17:37Z [----] followers, [----] engagements
"The lengthy list of 52-week #logistics highs from yesterday is not surprising: the usual suspects. $JBHT $FDX $EXPD $CMI and $CHRW. Since $QXO is a logistics play to some degree we'll add that. And $CASY sells a lot of #diesel so they're on the list as well"
X Link 2026-01-10T11:15Z [----] followers, [---] engagements
"Good news for Brad Jacobs' $QXO: debt rating at BB- from $SPGI holds on its $3B preferred share offering that will fund acquisitions. S&P said it does not view it as 100% debt having "intermediate equity content." Sees leverage at 4X-5X. BB- [--] notches under investment grade"
X Link 2026-01-22T19:53Z [----] followers, [----] engagements
"Dividends at $JBHT have been adjusted up [--] cent per quarter for the last four years now. The company said it would increase its quarterly payout by [--] cent to [--] cts/share effective Feb. [--] up 2.3%. Last time it went up more than one cent was at the start of [----]. #trucking"
X Link 2026-01-22T20:22Z [----] followers, [---] engagements
"Earnings at $ROP which owns @datfreightteam have been greeted with an early selloff down almost $50 per share at $358.85 a drop of about 12.2%. It's at a 52-week low. Stock is down about 32% over [--] weeks. DAT fiscal data not broken out in the release"
X Link 2026-01-27T14:53Z [----] followers, [---] engagements
"Rare downturn in the number of zero emission vehicles servicing port of Long Beach. Decline of [--] is only the 2nd downturn in the last [--] months. All the decline came in battery electric vehicles; #hydrogen stayed at [---] vehicles. Remember: there's no longer any mandate. #trucking"
X Link 2026-01-29T20:07Z [----] followers, [----] engagements
"On April [--] [----] you could have bought a share of $CHRW at the closing price of $70.22. Today if you timed it right here's what you could have sold it for. #trucking"
X Link 2026-01-29T20:15Z [----] followers, [---] engagements
"Sudden turnaround in equity markets this a.m. has lifted [--] #logistics companies to 52-week highs: $FDX which has had a few recently and $XPO which hasn't. XPO has been steady and solid: up about 12.8% in [--] weeks 4.85% in the last [--] months but a strong 8.7% in last month"
X Link 2026-02-02T15:43Z [----] followers, [---] engagements
"Looks like the strong ISM report set off a bull market surge in #logistics and #trucking. 52-week highs today in all these stocks: $XPO $WERN $RUSHA $R $PCAR $KNX $JBHT $HUBG $GXO $FDX $EXPD $CVLG $CSX $CMI $CHRW and $ARCB"
X Link 2026-02-03T16:16Z [----] followers, [---] engagements
"Looking at $UBER Freight result remember it's not just a digital brokerage. Legacy Transplace mostly serves shippers is not a classic 3PL and is a growing % of Uber Freight. 4Q EBITDA breakeven performance first in a long time may be driven by Transplace as much as brokerage"
X Link 2026-02-04T12:11Z [----] followers, [----] engagements
"@Isles_Life Ummmwhat other countries have halftime shows"
X Link 2026-02-09T02:13Z [----] followers, [--] engagements
"@IslesICENET Asleep in my hotel room in Moscow. Seriously. I met Shawn Bates one time and told him he had probably heard every story of where people were or weren't for that one but that my story was likely one he hadn't heard. He agreed"
X Link 2026-02-10T12:17Z [----] followers, [--] engagements
"A long list of 52-week highs for various #logistics stocks today. All of them have shown up in recent weeks with other 52-week highs so no real surprises: $PCAR $CHRW $CMI $EXPD $FDX and $JBHT. Two big gainers %-wise: #RXO and $TRN. (The picture is a PACCAR Peterbilt btw)"
X Link 2026-01-06T19:14Z [----] followers, [---] engagements
"Some familiar faces on the 52-week high list impressive given the market is getting pummeled: $JBHT $EXPD $CMI $CHRW. One #logistics-related 52-week low: $ROP which owns DAT. But they own a lot of other things too so this is not just the market's opinion on @datfreightteam"
X Link 2026-01-13T17:55Z [----] followers, [---] engagements
"Even on a big day for Wall Street there's only one #logistics stock that has hit a 52-week high: $CSX. It's got some strange stats: up just 14.8% in the [--] weeks but up 43% since its 52-week low on April [--]. A lot of that would have been post $UNP - $NSC merger reaction"
X Link 2026-01-26T20:40Z [----] followers, [---] engagements
"The shrinking of the staff at $CHRW continues. This is from the fourth quarter earnings just released. C.H. Robinson has embraced AI it has boosted its bottom line and the impact on the size of its workforce is pretty stark. NAST is its core brokerage activities. #trucking"
X Link 2026-01-28T21:10Z [----] followers, [----] engagements
"Tuesday's tech selloff hit #logistics oriented tech companies. Big declines at fleet payments provider $WEX -5.78%; $TRMB -4.8% $ROP which owns @datfreightteam -6.38% and $MANH - 9.99% latter [--] both 52-week lows. $TFIN both a financial and tech company gained 1.34%"
X Link 2026-02-04T11:13Z [----] followers, [---] engagements
"Announcement by $RXO of a new $400M credit facility brought this from $SPGI: no change in the company's debt rating of BB. "The transaction is credit neutral with a modest reduction estimated in interest expense" S&P said. RXO outlook is negative possible prelude to downgrade"
X Link 2026-02-11T10:41Z [----] followers, [---] engagements
"Every credit metric for the transportation unit of major #trucking lender $BMO was worse in 4Q than in previous quarters. The chart tells the story: no signs of improvement across-the-board. The book of business is getting smaller. At about $13 billion it's the lowest in years"
X Link 2025-12-04T11:20Z [----] followers, [----] engagements
"It's down today but the Dow Jones Transportation Average closed Tuesday at all-time high of [--------]. In the last year it's up 11.87% which is less than the S&P [---]. Key #logistics stocks in the average: $CHRW $CSX $EXPD $FDX $JBHT $LSTR $NSC $ODFL $R $UNP $UPS"
X Link 2026-01-07T14:59Z [----] followers, [---] engagements
"Some numbers from the great #trucking/#logistics selloff today just before [--] pm. $RXO -23.2%; $CHRW -19%; $LSTR -17.6%; $EXPD -14%; $PAL -11.9% $ULH -10.7%; $PAMT -10.3%. Plenty of others down less than that. Meanwhile $PLD $CSX $NSC and $FDX all hit 52-week highs"
X Link 2026-02-12T19:03Z [----] followers, [---] engagements
"@jibuendia @FW_Truck It isn't totally clear. If there is an AI-driven selloff that is more broad in the market it makes sense that $CHRW which has driven the AI wave higher would drop. $RXO and $LSTR same reason. Why #trucking stocks are sliding is a lot less clear because AI is likely to help"
X Link 2026-02-12T19:10Z [----] followers, [---] engagements
"@LarrySabato @IpsosNewsPolls This is really considered a legitimate question"
X Link 2019-05-16T15:28Z [----] followers, [--] engagements
"@billjamesonline George Bell in [----] because he was a butcher in the outfield disappeared in the last week of the season and Trammel was so so much better that year"
X Link 2020-08-10T18:53Z [----] followers, [--] engagements
"@CNN Stop using pictures of beaches to illustrate a super spreader event. Beaches outdoors and bathed by UV light are not the places where the virus spreads"
X Link 2021-03-08T12:14Z [----] followers, [--] engagements
"@RpsAgainstTrump What's staggering about this is that this little video did take some time to put together. At some point in the production of it he could have said "maybe this isn't a good idea." That he didn't say it speaks volumes but we knew about this guy already. Still a harsh reminder"
X Link 2021-03-19T19:08Z [----] followers, [--] engagements
"@PYZC773 My son went to the University of Delaware in Newark DE. He figured out you could go LIRR to NJ Transit change in Trenton for SEPTA change in Philly for the Newark train and get to college that way. Of course it would take him like all day. But it could be done"
X Link 2022-08-09T20:13Z [----] followers, [--] engagements
"Most remarkable thing about this week in #diesel is not just that the CME price fell so much but that its spread against Brent dropped about [--] cts/g. That spread has been elevated for months. The decline suggests the market may be finding some normalcy whatever that might be"
X Link 2022-11-11T20:31Z [----] followers, [--] engagements
"@BillKristol Im with you. Except I dont even considered myself a Republican anymore"
X Link 2018-02-04T14:41Z [----] followers, [--] engagements
"I meant to say my father was the last Republican Majority Leader of the NY Assembly not just the last leader"
X Link 2020-01-27T12:21Z [----] followers, [--] engagements
"@OSUkillernuts It's true he isn't in the current Trumpian GOP of sheer ignorance that believes we have a great economy but need negative interest rates that a trade deficit means you "lost" at trade and thinks Russia is our friend and Ukraine is our enemy. He is in the one that had a brain"
X Link 2020-01-27T13:13Z [----] followers, [--] engagements
"@mjs_DC You know what I'll make of it That law can be complex and despite what everybody on Twitter wants maybe the law and the world doesn't always fall into everybody's pre-conceived left vs. right notions. Maybe we're called on to actually do some thinking sometimes"
X Link 2020-04-20T15:15Z [----] followers, [--] engagements
"@fcat1119 @News12 @News12LI @KevinVesey There very much is. First of all if you don't want to watch it don't. Second it shines a light on the fact that while there are many people concerned about the impact of the shutdown there is a group that is driven by hate and rage beyond any sort of reasonable discussion"
X Link 2020-05-15T21:36Z [----] followers, [--] engagements
"@RobbieSherman77 @brithume The biggest misconception out there is that Fauci has called for more shutdowns. He has called for exactly the opposite that students should be back at school and that colleges should absolutely not close down and send their students home"
X Link 2020-09-25T19:59Z [----] followers, [--] engagements
"@mattklewis No typos. No spelling errors. Proper grammar. Comes in a 15-minute flurry. And the perfect touch: parantheses around K in 401K. Anybody who believes he sat there on his phone and sent these out probably misses playing 3-card monty in Times Square"
X Link 2020-10-05T11:16Z [----] followers, [--] engagements
"@dagenmcdowell So Joe Biden has been leading the polls essentially forever the market has been mostly trending higher during that time but six days before the election the markets suddenly decide to turn lower on news that has been out there for months. Got it"
X Link 2020-10-28T11:47Z [----] followers, [--] engagements
"@drkerrymeltzer I just read this in the Times and then came to your Twitter page. Thank you. Your uncle has long been a dangerous demagogue on this issue. It is tremendous that you have spoken out"
X Link 2020-12-30T12:01Z [----] followers, [--] engagements
"@drdavidsamadi You know what else is up Copper. Tin. Lumber. All sorts of agricultural products. Natural gas. Virtually all asset classes are higher. Why would oil be any different"
X Link 2021-02-17T12:06Z [----] followers, [--] engagements
"@politico So when does Trump get jealous of the attention DeSantis is getting and starts finding ways to undermine him Give it another month max"
X Link 2021-04-16T11:17Z [----] followers, [--] engagements
"@lvkid7 @PeteBlackburn No. That was the regular season wrapping up even as the playoffs had begun. A bizarre situation"
X Link 2021-06-25T00:59Z [----] followers, [--] engagements
"Last year I wrote the FreightWaves story on the Inc. [----] and what logistics companies were on it. FreightWaves wasn't eligible because it didn't have enough years producing revenue to make the cut. But we are this year.big time [--] out of [----]. https://www.freightwaves.com/news/freightwaves-ranks-no-85-on-inc-5000s-fastest-growing-private-companies https://www.freightwaves.com/news/freightwaves-ranks-no-85-on-inc-5000s-fastest-growing-private-companies"
X Link 2021-08-17T12:17Z [----] followers, [--] engagements
"@ElectionWiz The media supressed coverage of her You mean as opposed to the heavy coverage that the race for lieutenant governor gets in most states"
X Link 2021-11-03T12:47Z [----] followers, [--] engagements
"@patriottakes She's polling at 4%"
X Link 2022-05-19T17:25Z [----] followers, [--] engagements
"@charliekirk11 If currency is worthless can you send me some of yours Presumably you won't miss it"
X Link 2022-06-03T18:04Z [----] followers, [--] engagements
"It's been a pretty dramatic drop in ultra low sulfur #diesel prices this week. One caution: the final price in this series is for August barrels; the other [--] five are July. But July expired Thursday. The Aug price of $3.9389 Friday was up [-----] cts/g from the Aug price Thursday"
X Link 2022-07-01T23:59Z [----] followers, [--] engagements
"@Kayleyjanek Believe me it was easy. De-registered from the GOP as soon as Trump got the nomination in [--] and voted for my last Republican [--] or [--] years ago"
X Link 2022-11-12T12:58Z [----] followers, [--] engagements
"Here's the scorecard on metrics measuring the driver pool at $LSTR a key barometer of capacity. BCOs who lease to Landstar are down 18.4% since the third quarter of [----]. Approved & active who hauled at least one load in the prior [---] days is down 28.7% since then. #trucking"
X Link 2026-01-29T13:24Z [----] followers, [---] engagements
"@golfnut332 @mj_lee @jaketapper @NewDay If she has no credibility why was she paid off"
X Link 2018-03-16T12:57Z [----] followers, [--] engagements
"@SpencerHakimian Is it the National Anthem No it isn't. There is no need to stand for what is essentially a pop song. Should we stand for "This Land is Your Land" Because a lot of people on the left view that as their equivalent of GBA. Stand for the Star Spangled Banner and leave it there"
X Link 2025-10-09T17:40Z [----] followers, [---] engagements
"@SotoC803 Carpenter's not going to be platooning. That bomb he hit in game [--] was off a lefty"
X Link 2025-10-17T19:16Z [----] followers, [---] engagements
"@MikeKrancer You think that's thoughtful It's a screed w/ big problem: he doesn't understand concept of net imports which are what matters"
X Link 2015-08-17T23:05Z [----] followers, [--] engagements
"My @PlattsOil colleagues are talking #blockchain in commodity markets in this podcast. https://www.platts.com/podcasts-detail/policy/2017/june/policy-podcast-eu-blockchain-061917 https://www.platts.com/podcasts-detail/policy/2017/june/policy-podcast-eu-blockchain-061917"
X Link 2017-06-20T13:50Z [----] followers, [--] engagements
"A good overview of some of the #ICO proposals in the #trucking business via @FreighWaves. #blockchain https://www.freightwaves.com/news/trucking-icos-blockchain-distributed-ledger https://www.freightwaves.com/news/trucking-icos-blockchain-distributed-ledger"
X Link 2018-02-21T13:53Z [----] followers, [--] engagements
"@RepMarkMeadows @patchofdarkness It got [---] votes which is not "easily." Second a lot of Reps could vote for it knowing it wasn't going anywhere in the Senate. It was an empty vote"
X Link 2018-12-27T20:21Z [----] followers, [--] engagements
"@CynthiaNixon @AOC There's a legal notice requirement for all candidates who are on the ballot. A notice is printed in a newspaper several weeks before election day listing the candidates and their addresses. This isn't secret. What address did she post and does she live there Reasonable question"
X Link 2019-02-25T16:02Z [----] followers, [--] engagements
"@LK_Rigel @GrwnAssKid2 @JoyAnnReid The Fairness Doctrine would never have applied to Fox or MSNBC or any cable network. They do not use the public airways so there is no legal basis for that sort of regulation"
X Link 2019-07-26T18:57Z [----] followers, [--] engagements
"@ryansaavedra It is entirely possible to be against the death penalty and think that these individuals who are going to be executed are disgusting human beings who should never see the light of day. Those two views are not at odds with each other"
X Link 2019-07-27T18:28Z [----] followers, [--] engagements
"#ILefttheGOP right after Trump sewed up nomination by winning Indiana. I had voted for every GOP Prez candidate Ford to Romney. My father was the last Majority Leader of the NY Assembly. Local issues played a part too. This free trader globalist can't ever imagine going back"
X Link 2020-01-27T11:09Z [----] followers, [---] engagements
"@fcat1119 @News12 @News12LI @KevinVesey Seems to me that he stood out there and withstood a lot of grief and never buckled. His pair is just fine"
X Link 2020-05-15T21:33Z [----] followers, [--] engagements
"@jcschmieder @natemcdermott I was [--] in [----]. That means I am [--] today. I think there are a few of us around"
X Link 2020-05-31T21:28Z [----] followers, [--] engagements
"@benshapiro The media did not call for a nationwide lockdown because they understand--unlike Trump supporters--that the federal government has no such power. It is up to the states to do that. Your statement is absurd and typically lazy: every [--] minutes criticize the media just because"
X Link 2020-06-02T13:21Z [----] followers, [--] engagements
"@brithume Seriously Brit but if you believe this then you must miss playing 3-card Monty and I don't mean as the dealer"
X Link 2020-06-02T14:00Z [----] followers, [--] engagements
"@mitchellvii I rode more than [--] miles on a bicycle with one including some significant hills. You must not be in very good shape if a mere mask impacted your breathing"
X Link 2020-07-01T20:10Z [----] followers, [--] engagements
"@kaderadeNYC The idea that it's only ignorant Trump supporters ignoring social distancing and not wearing masks is obviously a total myth"
X Link 2020-07-05T11:18Z [----] followers, [--] engagements
"@ByronYork Because the people of this area are willing to accept the fact that its leaders were on the front lines of this pandemic and had no time to truly prepare. What is the excuse for Florida Texas and Arizona They were given the opportunity of an education and rejected it"
X Link 2020-07-10T13:12Z [----] followers, [--] engagements
"@wesbury Given that he was a private citizen he wasn't required to have one. But the question is if he was President would he have sat there and told everybody it was going to disappear like magic I'm pretty sure the answer to that is no and there would have been a plan beyond hoping"
X Link 2020-08-13T19:02Z [----] followers, [--] engagements
"@ClydeHaberman This raises the possibility that not only did the coronavirus possibly jump from bats to humans it also apparently can jump back"
X Link 2020-10-06T23:05Z [----] followers, [--] engagements
"@JonahDispatch Never mind the fact that he didn't catch the satire. He RTd a tweet about Twitter shutting down and did it on Twitter. He apparently never stopped to realize the ridiculousness of a tweet saying Twitter was shut down and doing it on that same "shuttered" network"
X Link 2020-10-16T11:05Z [----] followers, [--] engagements
"@EWErickson 1) Stacy Abrams lost 2) Donald Trump lost. How about that"
X Link 2020-11-16T12:09Z [----] followers, [--] engagements
"@lhfang Is it permissible to think a) it was stupid in [----] and b) it is stupid in 2020"
X Link 2020-11-25T18:37Z [----] followers, [--] engagements
"@BrowningStephen @atrupar She was a high school freshman. Her life should be ruined because of something she said at [--] This is just insane"
X Link 2020-12-29T16:45Z [----] followers, [--] engagements
"@drdavidsamadi The media is not "hyping" it. The media is writing about it. When you say that current therapeutics and vaccines are effective you know what The media reported that too. They're doing their job"
X Link 2021-01-02T11:51Z [----] followers, [--] engagements
"@jdruva41 @EWErickson She is not the right's answer to AOC. AOC is wrong on many many issues. I disagree with her on most things. But nobody thinks of her as crazy insane or deranged. Big difference"
X Link 2021-01-29T13:04Z [----] followers, [--] engagements
"@EWErickson When you are a political leader especially one with Presidential aspirations optics and judgement matter. The optics here are terrible. The fact that his judgement is so poor that he couldn't have seen that speaks volumes about his arrogance"
X Link 2021-02-18T13:20Z [----] followers, [---] engagements
"@wesbury Just throwing out a theory: without mask wearing the curve would look the same but at higher numbers. Impossible to prove but something to consider. The drop in flu cases supports some efficacy of mask wearing"
X Link 2021-03-05T17:32Z [----] followers, [--] engagements
"@charliekirk11 The budget for the department of veterans affairs this year is about $243 billion. Do you do any research at all"
X Link 2021-04-09T16:51Z [----] followers, [--] engagements
"@Tom_Winter But you know what The accusation wins. Because you had to waste time finding this info out and for those who live in MAGA land they figure you're MSM so they don't believe you anyway"
X Link 2021-07-12T17:49Z [----] followers, [---] engagements
"@ndrew_lawrence Let's be clear about what he did. He made [--] consecutive jokes on Twitter about Japan right after the tsunami. He did this even though he was making presumably a ton of $$ for AFLAC which has a huge Japanese business. This isn't cancel culture. It's capitalism"
X Link 2021-07-19T14:12Z [----] followers, [--] engagements
"Calif. Gov. Newsom signed yet another #AB5 exemption this time for newspaper delivery. The list of exemptions is huge suggesting the law's authors didn't really care about anything other than making it apply to #trucking (blocked by injunction) and app-based drivers (in limbo)"
X Link 2021-10-12T12:02Z [----] followers, [--] engagements
"This is a chart of total #oil stocks in OECD nations just published by @IEA. The red line is the current level of stocks. The blue area is the range the last five years. It doesn't really need any additional commentary; the picture very much is worth a thousand words"
X Link 2021-10-14T12:22Z [----] followers, [---] engagements
"@EWErickson How about the obsession is the fact that this was a massive attack on our democracy one of the two major parties in the U.S. thinks it was no big deal and the story doesn't conveniently stop being a story because you think "time's up.""
X Link 2021-10-27T15:00Z [----] followers, [--] engagements
"@JuddLegum Such a massive flaw in your reasoning and others have mentioned it: you are assuming that the information flow--in other words the reports of shoplifting--have not been impacted at all by a feeling that reporting it is a total waste of time. You're assuming reporting is static"
X Link 2021-11-12T18:39Z [----] followers, [---] engagements
"@ACTBrigitte https://www.thewrap.com/the-view-tops-daytime-tv-ratings-news-talk-first-time-ever-season-24-meghan-mccain-exit/ https://www.thewrap.com/the-view-tops-daytime-tv-ratings-news-talk-first-time-ever-season-24-meghan-mccain-exit/"
X Link 2021-12-27T20:31Z [----] followers, [--] engagements
"@JonahDispatch You admitted you were wrong on Twitter. I'm sorry but that's not permitted. 🙂"
X Link 2022-01-04T13:13Z [----] followers, [--] engagements
"Significant milestone on the roads occured in Nov according to Dep't of Transportation: miles traveled in 11/21 were more than in 11/19 first time that most recent numbers exceeded pre-pandemic corresponding month. VMT was [-----] billion in 11/21; was [-----] billion [--] years ago"
X Link 2022-01-24T20:21Z [----] followers, [--] engagements
"@upstatefederlst Joe Biden did take Amtrak every day. I saw him on it a couple of times and I was riding it only occasionally to go to Washingon. I'm not sure how you define "every day" but it was a regular part of his routine"
X Link 2022-03-11T15:40Z [----] followers, [--] engagements
"The weekly EIA data is out and it shows that East Coast inventories of ultra low sulfur #diesel already at some of the lowest numbers ever fell again last week. They came in at [----] million barrels down from [----] million bbl. When the year started they were [----] million bbl"
X Link 2022-05-11T14:47Z [----] followers, [--] engagements
"@charliekirk11 How big do you think the local Davos police force is [-----] people live there full time. There is no way their local police force is big enough to handle the security needs of a meeting like the WEF. Sorry to burst your conspiracy theory bubble"
X Link 2022-05-23T17:57Z [----] followers, [--] engagements
"A brave and dangerous new world awaits the California #trucking sector: #AB5 will become the law of the land in that state and the independent owner operator model will have to adapt in radical ways to survive. https://www.freightwaves.com/news/breaking-news-scotus-denies-certiorari-californias-trucking-sector-braces-for-ab5 https://www.freightwaves.com/news/breaking-news-scotus-denies-certiorari-californias-trucking-sector-braces-for-ab5"
X Link 2022-06-30T15:39Z [----] followers, [--] engagements
"@JoshKraushaar The party is one giant grift even if it means their candidates get screwed on campaign advertising"
X Link 2022-08-20T00:17Z [----] followers, [--] engagements
"More on #trucking jobs numbers: In the 10+ years of data BLS provides on its website only time truck transportation sector lost more jobs was in Apr [----] start of COVID. Next-biggest loss after Sept drop of [-----] jobs was [----] in Mar '20 when pandemic was just starting"
X Link 2022-10-07T12:45Z [----] followers, [--] engagements
"The #oil industry has lost a giant: Esa Ramasamy. Not even sure what his title was with @SPGCIOil but his strength was to know more about markets than anybody on the planet. An ambassador to every corner of the globe for Platts and a friend to all. We will miss him. #oott"
X Link 2022-11-05T11:46Z [----] followers, [--] engagements
"It's the biggest one-week decline in the DOE/EIA benchmark #diesel price since August [--]. It's still above $5/gallon but recent declines in the diesel futures price--down about [--] cents in [--] trading days--signal further drops in retail prices ahead"
X Link 2022-11-21T22:02Z [----] followers, [--] engagements
"Great job by the folks at @OPIS to combine retail #gasoline data with average earnings data and produce this graphic on the affordability of gasoline in each state. It's measured by how many minutes a person needs to work to afford a gallon given avg retail prices and avg wages"
X Link 2022-11-23T13:38Z [----] followers, [--] engagements
"Remember back in June when $R rejected the takeover attempt by HG Vora The offer price was $86. Smart move: Ryder today hit a 52-week high at $97.26. It's up 28.7% in the last month alone. Another 52-week high today: $WBC up more than 52% in the last month"
X Link 2022-11-25T21:35Z [----] followers, [--] engagements
"(1/2) Two significant charts for #trucking from just-released EIA #oil stats. First it is clear that demand for diesel--which the EIA calls "product supplied"--is dropping. Given that 85-90% of distillate figure is diesel based on consumption demand pattern is pretty clear"
X Link 2022-12-07T15:55Z [----] followers, [--] engagements
"A screen capture of the fuel mix on the New England #electricity grid at about 1:10 p.m. I am stunned that about 31% of their electricity is coming from #oil which in [----] is--dare I say it--barbaric. So yeah keep blocking #natgas pipeline capacity from coming in. Well done"
X Link 2022-12-24T18:19Z [----] followers, [----] engagements
"Good quote from $USX CEO Eric Fuller on weak #trucking rates even as volume improves. There are a lot of zombie companies out there barely making it through the day. They are not cash flowing. They will have to come out of the market." Says it will happen in next few quarters"
X Link 2023-02-10T00:25Z [----] followers, [----] engagements
"@SteveKrak Yeah it is terrible how the Times covered up Fettermans health issues. https://www.nytimes.com/2022/10/25/us/politics/fetterman-oz-debate-senate-pa.htmlsmid=nytcore-ios-share&referringSource=articleShare https://www.nytimes.com/2022/10/25/us/politics/fetterman-oz-debate-senate-pa.htmlsmid=nytcore-ios-share&referringSource=articleShare"
X Link 2023-02-10T15:13Z [----] followers, [----] engagements
"In an absolutely stunning move BP is buying $TA for $86 per share. This is a company that for years has been talking energy transition and now it's buying a giant chain of truck stops that serves #diesel trucks. We'll try to figure out why later today at FreightWaves. #trucking"
X Link 2023-02-16T13:14Z [----] followers, 29.3K engagements
"An important reminder: the one commodity that the US government has banned from futures trading is the onion. It was 60's era legislation sponsored by Gerald Ford on the grounds that prices were too volatile. Somehow it didn't seem to work. https://www.bloomberg.com/news/articles/2023-02-24/vegetable-shortage-onion-prices-soar-fueling-global-food-inflationcmpid=BBBXT022423_ENERGY&utm_medium=email&utm_source=newsletter&utm_term=230224&utm_campaign=energy&sref=jWl1ohaY"
X Link 2023-02-24T14:57Z [----] followers, 94.4K engagements
"My grandson at his first #isles game. #LGI"
X Link 2023-03-04T17:38Z [----] followers, [----] engagements
"Buyers of #diesel who have been hearing for years about US refinery shutdowns need instead to hear some good news for a change: $XOM opened its Beaumont Texas expansion today 250k b/d of new capacity. They say it's the biggest US expansion in [--] years which sounds about right"
X Link 2023-03-16T15:30Z [----] followers, 15.7K engagements
"And now the #AB5 litigation begun by @Caltrux takes another twist: it is going to use arguments against AB5 brought by @Uber and @Postmates and the statements possibly made by @LorenaSGonzalez about #trucking might be an issue. https://www.freightwaves.com/news/california-trucking-eyes-equal-protection-argument-in-ab5-litigation https://www.freightwaves.com/news/california-trucking-eyes-equal-protection-argument-in-ab5-litigation"
X Link 2023-03-30T19:54Z [----] followers, [----] engagements
"@RadioFreeTom As a Long Islander I want to make sure the Navy knows they can't come into Long Island Sound without our approval"
X Link 2023-04-10T15:17Z [----] followers, [----] engagements
"@EasySasquatch67 @Reality13_com @EndWokeness It is unfortunate the number of people who still do not understand the meaning and the concept of "per capita.""
X Link 2023-04-23T11:45Z [----] followers, [---] engagements
"Another chart on the #trucking slowdown: in what is almost assuredly its last earnings release the quarterly earnings of $TA reported its #diesel sales were below [---] million gallons for the first quarter and were down 5.7% from 3Q peak"
X Link 2023-04-27T12:12Z [----] followers, [----] engagements
"@Gabby_Hoffman The coal industry has been far more damaged by the rise of natural gas supplies and its long-term decline in price than any government fiat. It's not even close"
X Link 2023-04-29T15:14Z [----] followers, 19K engagements
"@JustinWolfers It is the employment rate for an economy going through something it has never gone through before: a steady exit of baby boomers from the ranks of the employed but who have pretty good savings so they're still demanding goods and services but they aren't working"
X Link 2023-05-05T16:02Z [----] followers, [----] engagements
"At the @UBS conference $HTLD CEO Mike Gerdin is definitely in the camp of the freight market not getting any better. April was worse than March; May and June are a bit better but flat; and at this point were taking pretty much everything we can get our hands on. #trucking"
X Link 2023-06-07T12:50Z [----] followers, 32.9K engagements
"And for the second day in a row aimed at those who follow the #FightforFreelancers hashtag an update on the DOL rule on independent contractors. https://www.freightwaves.com/news/labor-departments-independent-contractor-rule-not-likely-anytime-soon https://www.freightwaves.com/news/labor-departments-independent-contractor-rule-not-likely-anytime-soon"
X Link 2023-06-15T21:31Z [----] followers, [----] engagements
"@SohrabAhmari More than [--] million people on Obamacare would likely not agree. That's about 10% of the country"
X Link 2023-08-05T12:26Z [----] followers, [----] engagements
"@TracyAMHall1 @abeastli @MeidasTouch No Trump was talking about running against Jeb Bush and said about him that "he got us into the Middle East." He clearly confused the two Bushes. Just listen to it"
X Link 2023-09-25T22:40Z [----] followers, [---] engagements
"@muchado33 @bekahowell Exactly. Why would a drug dealer give away drugs that he paid for instead of actually trying to you know sell it Which is how they make their money right SMH"
X Link 2023-10-31T15:57Z [----] followers, [----] engagements
"3Q numbers out at $CHRW about as bad as you would have expected: Income from operations down 60.5%. Adjusted operating margin down [----] bps down [----] bps excluding restructuring. EPS down 61.8%. Adjusted EPS down 52.8%. Cash from ops down $420.2 million to $205.2 million"
X Link 2023-11-01T20:15Z [----] followers, 46.1K engagements
"(1/2) The quarterly letter from $TFIN CEO Graft and his earnings call always has good information on the state of #trucking. Graft on yesterday's call: 7% of Triumph's carriers who were active before the end of the year have not been active in January. "We don't know whether"
X Link 2024-01-25T16:15Z [----] followers, 31.6K engagements
"Verdict on earnings at $CHRW has been swift and savage. It hit a 52-wk low at $71.57 today. It was $89.71 as recently as Jan [--]. Stock hasn't been this low since May '20. At its nadir today it was down 14.9% from Wed close. It popped back to $73.35 by 3:45 pm EST. #trucking"
X Link 2024-02-01T20:50Z [----] followers, 10.6K engagements
"@CindyCoops @RyanGirdusky If there are criminal penalties in the law that could result in jail it's tough to walk away from that. And saying "well we'll just prosecute the doctors" isn't going to be seen as a significant difference"
X Link 2024-02-14T12:49Z [----] followers, [---] engagements
"OK I think we're done here: this is the TRAC rate in @SONAR_FW for Columbus OH to NYC. If the #trucking boycott had an impact it absolutely would have shown up here. Umm.does anybody see signs of a boycott of truck capacity into NYC in this chart The "boycott" was a flop"
X Link 2024-02-26T14:59Z [----] followers, [----] engagements
"Earnings at $FWRD came in below expectations and the bloodbath rolls on. At 5:30 am stock was down $4.16 10.6% from Wednesday close trading at $34.99. [--] weeks ago today it closed at $104.06. Market cap now flirting with $1B; it's a drop of about $1.7B in market cap in a year"
X Link 2024-02-29T12:02Z [----] followers, [----] engagements
"@GasBuddyGuy And this fuel was significantly dirtier than what we are burning today. We can "dirty up" the gasoline pool tomorrow: lead sulfur benzene etc. And it would be cheaper. Would that be wise public policy"
X Link 2024-03-29T12:05Z [----] followers, [----] engagements
"@imjdsharp @kylegriffin1 Remember that because of the Schengen border rules in the EU you can emigrate from any EU country to another freely. So if they want to leave their country why wouldn't they go someplace where the movement is free and easy instead of increasingly difficult"
X Link 2024-04-08T18:05Z [----] followers, [---] engagements
"@the_transit_guy I spoke at a conference once north of Atlanta at a hotel not that far from a MARTA station. Took it went Uber the rest of the way. When I told people at the conference what I did they looked at me like I was insane.and then told me how long they sat in traffic to get there"
X Link 2024-04-15T21:12Z [----] followers, [----] engagements
"@GarrettVentry Hate to tell you this but as a former Republican and a #NeverTrump person that happend a long time ago"
X Link 2017-11-09T22:28Z [----] followers, [--] engagements
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/creator/twitter::JohnHKingston