# ![@JohnHKingston Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::48427307.png) @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)
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### Mentions: [--] [#](/creator/twitter::48427307/posts_active)
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### CreatorRank: [---------] [#](/creator/twitter::48427307/influencer_rank)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  47.69% [finance](/list/finance)  36.15% [cryptocurrencies](/list/cryptocurrencies)  4.62% [technology brands](/list/technology-brands)  4.62% [countries](/list/countries)  3.85% [travel destinations](/list/travel-destinations)  0.77% [nhl](/list/nhl)  0.77% [nba](/list/nba)  0.77% [musicians](/list/musicians)  0.77%

**Social topic influence**
[$chrw](/topic/$chrw) #14, [stocks](/topic/stocks) 11.54%, [$wern](/topic/$wern) 9.23%, [$jbht](/topic/$jbht) 8.46%, [$xpo](/topic/$xpo) #4, [$odfl](/topic/$odfl) 6.15%, [$lstr](/topic/$lstr) 6.15%, [$arcb](/topic/$arcb) 5.38%, [$expd](/topic/$expd) 5.38%, [$fdx](/topic/$fdx) #174

**Top accounts mentioned or mentioned by**
[@seekingalpha](/creator/undefined) [@datfreightteam](/creator/undefined) [@samd1995](/creator/undefined) [@jibuendia](/creator/undefined) [@lovestravelstop](/creator/undefined) [@spglobalratings](/creator/undefined) [@moodys](/creator/undefined) [@thecouchcoach11](/creator/undefined) [@adweek](/creator/undefined) [@gerardtbaker](/creator/undefined) [@isleslife](/creator/undefined) [@islesicenet](/creator/undefined) [@fwtruck](/creator/undefined) [@pilotflyingj](/creator/undefined) [@teamsters](/creator/undefined) [@fitchratings](/creator/undefined) [@ehrlerd5502](/creator/undefined) [@leo4azhouse](/creator/undefined) [@spgci](/creator/undefined) [@amogyinc](/creator/undefined)

**Top assets mentioned**
[CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [J B Hunt Transport Services Inc (JBHT)](/topic/$jbht) [XPO LOGISTICS, INC. (XPO)](/topic/$xpo) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Landstar System Inc (LSTR)](/topic/$lstr) [ArcBest Corporation (ARCB)](/topic/$arcb) [Expeditors International of Wshngtn Inc (EXPD)](/topic/$expd) [FedEx Corporation (FDX)](/topic/$fdx) [Cummins Inc. (CMI)](/topic/$cmi) [RXO, Inc. (RXO)](/topic/$rxo) [United Parcel Service, Inc. (UPS)](/topic/$ups) [Proficient Auto Logistics, Inc (PAL)](/topic/$pal) [TFI International Inc. (TFII)](/topic/$tfii) [CSX Corporation (CSX)](/topic/$csx) [S&P Global Inc (SPGI)](/topic/$spgi) [HUB Group Inc (HUBG)](/topic/$hubg) [UNIPOLY (UNP)](/topic/$unp) [Saia, Inc. (SAIA)](/topic/$saia) [Norfolk Southern Corp. (NSC)](/topic/$nsc) [Knight-Swift Transportation Holdings, Inc. (KNX)](/topic/$knx) [Bank of Montreal (BMO)](/topic/$bmo) [Schneider National, Inc. (SNDR)](/topic/$sndr) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [Roper Technologies Inc (ROP)](/topic/$rop) [Uber Technologies, Inc. (UBER)](/topic/$uber) [GXO Logistics, Inc. (GXO)](/topic/$gxo) [PACCAR Inc (PCAR)](/topic/$pcar) [QXO, Inc. Common Stock (QXO)](/topic/$qxo) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Moody's Corporation (MCO)](/topic/$mco) [Valero Energy Corporation (VLO)](/topic/$vlo) [Prologis Inc (PLD)](/topic/$pld) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Forward Air Corp (FWRD)](/topic/$fwrd) [Trinity Industries, Inc. (TRN)](/topic/$trn) [WEX (WEX)](/topic/$wex) [Trimble Inc (TRMB)](/topic/$trmb) [Manhattan Associates, Inc. (MANH)](/topic/$manh) [Rush Enterprises Inc (RUSHA)](/topic/$rusha) [Lineage, Inc. (LINE)](/topic/$line) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft)
### 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


"As $CHRW hits another 52-wk high today it should be noted it's been just over a year since its first investor day in New York. The stock already had been on a roll; that event gave it rocket fuel. The scorecard is that C.H. Robinson is up just under 54% for the last [--] weeks"  
[X Link](https://x.com/JohnHKingston/status/2001705266027663580)  2025-12-18T17:24Z [----] 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


"(3/4) LTL/Parcel/Drayage $AMZN: +4.41% $ARCB: -20.37% $EXPD: +34.77% $FDX: +3.07% $FWRD: -23.86% $ODFL: -11.47% $SAIA: -28.61% $RRTS: -21.02% $UPS: -20.73% $ULH: -67.08% $XPO: +2.41% 3PL/Leasing/Logistics $CHRW: +55.34% $GXO: +21.73% $LSTR: -16.77% $R: +22.09% $RXO: -47.82%"  
[X Link](https://x.com/JohnHKingston/status/2006482720223011191)  2025-12-31T21:48Z [----] followers, [---] engagements


"Why am I tweeting the calendar shot for March [--] Because the #SCOTUS has set that date for oral arguments in Montgomery vs. Caribe the big case on broker liability. And its name notwithstanding it's effectively Montgomery vs. $CHRW. Get your popcorn ready. #trucking"  
[X Link](https://x.com/JohnHKingston/status/2007196721676464432)  2026-01-02T21:06Z [----] 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


"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


"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


"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


"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


"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 just-published average 4Q invoice price for the factoring segment at $TFIN reflects the stronger freight market. It's the highest since Q1 and got no boost from #diesel which was down but is part of the amount in a factored invoice. Would love to see a breakdown by quarter"  
[X Link](https://x.com/JohnHKingston/status/2015895783736844489)  2026-01-26T21:13Z [----] followers, [---] engagements


"Minneapolis-based $CHRW signed on to this letter from the Minnesota community about the ICE vs. protesters conflict. Headline in @Adweek said of the missive that it wades into the conflict "without really saying much." https://www.mnchamber.com/blog/open-letter-more-60-ceos-minnesota-based-companies https://www.mnchamber.com/blog/open-letter-more-60-ceos-minnesota-based-companies"  
[X Link](https://x.com/JohnHKingston/status/2016124094597509136)  2026-01-27T12:20Z [----] 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


"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


"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


"It will be interesting to see where #diesel goes from here. Spring is around the corner (hard to believe) the front month ULSD contract is way below what it was just a week ago as we roll from February to March and this may be a high water mark for now"  
[X Link](https://x.com/JohnHKingston/status/2018706384796123284)  2026-02-03T15:21Z [----] 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


"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


"@gerardtbaker That would be showing civility and decency. You know those "woke" things"  
[X Link](https://x.com/JohnHKingston/status/2019101466796175640)  2026-02-04T17:31Z [----] followers, [----] engagements


"@Isles_Life Ummmwhat other countries have halftime shows"  
[X Link](https://x.com/JohnHKingston/status/2020682459000537270)  2026-02-09T02:13Z [----] 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


"@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


"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


"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


"@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


"(1/2) Collapse in stock prices has led some dividend-paying #logistics stocks to suddenly have a much higher yield. Per @SeekingAlpha here is the current dividend yield on several stocks on a TTM basis versus average 4-year yield: $XPO 3.23% vs. 1.72% $TFII 2.21% vs. 1.09%"  
[X Link](https://x.com/JohnHKingston/status/1914644993605525956)  2025-04-22T11:38Z [----] followers, [---] engagements


"(2/2) $WERN 1.99% vs. 1.25% $SNDR somehow it went down: 1.73% vs. 2.51% $KNX 1.71% vs. 0.95% $JBHT 1.36% vs. 0.86% $HUBG 1.58% vs. 0.22% $UPS.wow. 6.78% vs. 3.546% $ARCB 0.81% vs. 0.46%"  
[X Link](https://x.com/JohnHKingston/status/1914644995346248136)  2025-04-22T11:38Z [----] followers, [---] engagements


"(1/2) Correction: $XPO does not pay a dividend earlier tweet was incorrect. Collapse in stock prices has led some dividend-paying #logistics stocks to suddenly have a much higher yield. Per @SeekingAlpha here is current yield on several stocks 12-mo ttm versus avg 4-yr yield:"  
[X Link](https://x.com/JohnHKingston/status/1914687677808386090)  2025-04-22T14:28Z [----] followers, [---] engagements


"(2/2) $WNC 3.23% vs. 1.72% $TFII 2.21% vs. 1.09% $WERN 1.99% vs. 1.25% $SNDR somehow it went down: 1.73% vs. 2.51% $KNX 1.71% vs. 0.95% $JBHT 1.36% vs. 0.86% $HUBG 1.58% vs. 0.22% $UPS.wow. 6.78% vs. 3.546% $ARCB 0.81% vs. 0.46%"  
[X Link](https://x.com/JohnHKingston/status/1914687680283070553)  2025-04-22T14:28Z [----] followers, [---] engagements


"Earnings are out at $R. One of the more notable pieces of data in the Ryder earnings is how its used vehicle sales and inventories are doing. Sales rose from 4Q but are still below last year. Inventory rose also. Average tractor prices were down 16% from 1Q24 17% for trucks"  
[X Link](https://x.com/JohnHKingston/status/1915004226662510774)  2025-04-23T11:26Z [----] followers, [---] engagements


"Well this is a change: on the $TFII earnings call with analysts going on now CEO Alain Bedard is joined by CFO David Saperstein. Bedard's always "say anything" calls have always been a solo show in recent quarters. We'll see if Saperstein gets a word in. #trucking"  
[X Link](https://x.com/JohnHKingston/status/1915392610870448610)  2025-04-24T13:09Z [----] followers, [---] engagements


"Flatbed operator Daseke was a publicly-traded flatbed company until $TFII bought it last year so we lost that data on its performance. Flatbed has been strong but TFI CEO Bedard told analysts on the earnings call the legacy Daseke's operating ratio in Q1 was about 96%"  
[X Link](https://x.com/JohnHKingston/status/1915402579271467244)  2025-04-24T13:48Z [----] followers, [---] engagements


"The helpful people at $TFII release a detailed statement that has a table with consecutive quarters of financial data. Thanks for that Unfortunately this quarter's report shows just how tough it has been for the #trucking conglomerate"  
[X Link](https://x.com/JohnHKingston/status/1915433101397741573)  2025-04-24T15:50Z [----] followers, [---] engagements


"It's fair to say the Wall Street reaction to the $SAIA earnings is negative. At about 9:55 a.m. the stock was down just under 24% slicing $83.95 off its price to $270.27. The company's stock price hasn't been at this level since January [----]. #trucking"  
[X Link](https://x.com/JohnHKingston/status/1915768038592294930)  2025-04-25T14:01Z [----] followers, [---] engagements


"Just to finish up: $SAIA ended up down 30.66% on the day a decline of $108.59 to $245.63. Outside of an accounting scandal or a sudden bankruptcy--though the latter is usually foreshadowed--I wouldn't have thought a one-day decline that big was possible for a transport company"  
[X Link](https://x.com/JohnHKingston/status/1915893233856716903)  2025-04-25T22:18Z [----] followers, [----] engagements


"(1/2) I will concede that when I got the release from @LovesTravelStop that its alternative energy arm had been rebranded from Trillium to Love's Alternative Energy I thought: I didn't even know it was named Trillium (which was the name of the company it bought back in 2016.)"  
[X Link](https://x.com/JohnHKingston/status/1916868191927623683)  2025-04-28T14:52Z [----] followers, [---] engagements


"(2/2) And that's the problem: got a great brand name in Love's why not use it So the segment has been renamed for its activities in electric vehicle charging #hydrogen compressed #natgas and renewable natural gas. Love's just bought [--] CNG stations now have 107"  
[X Link](https://x.com/JohnHKingston/status/1916868193924137280)  2025-04-28T14:52Z [----] followers, [---] engagements


"2 companies hold a triple A rating from @SPGlobalRatings : $MSFT and $JNJ. Latter had been on CreditWatch Negative which means downgrade was possible. Not happening: S&P affirmed Johnson & Johnson's AAA Friday took it off CreditWatch. @Moodys has top rating on those plus $AAPL"  
[X Link](https://x.com/JohnHKingston/status/1916879316350120265)  2025-04-28T15:36Z [----] followers, [---] engagements


"Quick note from $WERN earnings call: they just had a net loss for 1Q but CEO Leathers mentioned solid liquidity and M&A opportunities. There might be some big opportunities out there for larger fish to gobble up smaller fish as the #trucking industry continues to struggle"  
[X Link](https://x.com/JohnHKingston/status/1917325916742770961)  2025-04-29T21:11Z [----] followers, [---] engagements


"More from $WERN call: CEO Leathers confirms that this is first quarterly operating loss. Analyst who has followed Werner long time said he could not remember a losing operating quarter and Leathers said "the quarter is an outlier and your model is correct." Stock down about 4%"  
[X Link](https://x.com/JohnHKingston/status/1917334874630877311)  2025-04-29T21:47Z [----] followers, [----] engagements


"Definitely worth noting. This is the NY Fed end-month Distress Index for corporate bonds. It hasn't been this high since Jan '24. Investment grade Distress Index at [----] hasn't been this high since Aug '24. Perspective: index was more than [---] between June '22 and Dec '22"  
[X Link](https://x.com/JohnHKingston/status/1917608463095496858)  2025-04-30T15:54Z [----] followers, [---] engagements


"A few 52-week #trucking lows today: $WNC down almost 31% see our story at $WERN down 13.5% after weak earnings; $SNDR which releases earnings tomorrow morning; $SAIA $HUBG; $HTLD; $ARCB. https://bit.ly/3ScpGKb https://bit.ly/3ScpGKb"  
[X Link](https://x.com/JohnHKingston/status/1917630934960001367)  2025-04-30T17:23Z [----] followers, [---] engagements


"Want a quick summary of how C.H. Robinson $CHRW did in the first quarter They had less revenue than a year ago. But the 3PL made more money. That pretty much sums it up. Stock rose a bit after hours but is now flat"  
[X Link](https://x.com/JohnHKingston/status/1917686116804632951)  2025-04-30T21:02Z [----] followers, [---] engagements


"There's a new notes issue at $CMI and $MCO has given it an A2 rating which is solidly in investment-grade territory. But it isn't a change; Cummins already had an A2 rating on other debt. Outlook is stable and liquidity is described as "strong." #diesel"  
[X Link](https://x.com/JohnHKingston/status/1920094652889235653)  2025-05-07T12:33Z [----] followers, [---] engagements


"Markets for #oil and #diesel brushed off the OPEC+ decision last weekend to increase output into a market where benchmark Brent crude is down $11/b since late March/early April. The usual banter about "easing trade tensions" has been cited for this week's increase"  
[X Link](https://x.com/JohnHKingston/status/1920920605357978082)  2025-05-09T19:15Z [----] followers, [---] engagements


"Rally is only about [--] minutes in but here's how some #trucking and #logistics stocks are faring: $XPO +13.9%; $WERN up 7.6%; $WNC +8.15%; $PAL +10.1%; $ODFL +8.9%; $KNX +11.7%; $HUBG +9.3%; $ARCB +15%; $CHRW +6.7%; $JBHT +8.8%; $R +6.5%; $MRTN +4.8%; $HTLD +3.9%"  
[X Link](https://x.com/JohnHKingston/status/1921927887843717348)  2025-05-12T13:58Z [----] followers, [---] engagements


"The $LSTR data on business capacity owners and approved and active trucks show #trucking capacity moving in different directions. BCOs leased on to Landstar fell but approved/active rose for 1st ime in several years. Still the market consensus is capacity is tightening"  
[X Link](https://x.com/JohnHKingston/status/1922289015652315541)  2025-05-13T13:53Z [----] followers, [---] engagements


"Other news about $LSTR: it raised its dividend up 11.1% to [--] cts per quarter. Last increase was just a year ago when it went up [--] cts to [--] cts. Current yield about 1.1%. But Landstar almost annually pays a $2/share special dividend having done so every year starting in 2020"  
[X Link](https://x.com/JohnHKingston/status/1922292501030768971)  2025-05-13T14:07Z [----] followers, [---] engagements


"There's always lots of focus in the fall about what companies like $UPS are doing with seasonal hires. But @PilotFlyingJ staffs up as well.in the summer. It recently announced it's hiring [----] new seasonal workers this year. Total workforce is about 30k per $BRKB 10K"  
[X Link](https://x.com/JohnHKingston/status/1922307003583516897)  2025-05-13T15:04Z [----] followers, [---] engagements


"The folks at @SeekingAlpha have released their list of industrial stocks that rose the most last week. In the top 5: $CHRW up 12.71%; $NSC up 10.11%; and $JBHT up 9.24%. By comparison: the Industrial Select Sector SPDR Fund ETF rose 2.48% and the S&P [---] was up 2% last week"  
[X Link](https://x.com/JohnHKingston/status/1924221485138194913)  2025-05-18T21:52Z [----] followers, [---] engagements


"According to @SeekingAlpha $ODFL end-April was 3rd most shorted stock in the S&P [---] Industrial ETF. 5.98% of Old Dominion's float had been shorted up from 4.92%. Stock's down 5.24% in [--] wks 52-wk low of $144.90 on 4/25 52-wk high of $233.26 on 11/11 Tues close of $169.60"  
[X Link](https://x.com/JohnHKingston/status/1925155762680250754)  2025-05-21T11:44Z [----] followers, [---] engagements


"Do you want to be a general manager of an NHL hockey team someday Here's how you start: work for a Customs broker/freight forwarder first. Matthew Darch just named as #isles GM worked for Delmar a Canadian-based 3PL after his playing days ended. https://bit.ly/3FyjLfM https://bit.ly/3FyjLfM"  
[X Link](https://x.com/JohnHKingston/status/1926753552120111439)  2025-05-25T21:33Z [----] followers, [---] engagements


"With slide in the price of $UPS stock--down 30.6% in [--] weeks 18.2% in [--] months--resulting dividend yield of about 6.9% is 6th highest in S&P [---]. It hasn't had a big jump in its payout; quarterly dividend is $1.64 and was $1.62 two years ago. It's all in the price decline"  
[X Link](https://x.com/JohnHKingston/status/1927379588826497531)  2025-05-27T15:01Z [----] followers, [---] engagements


"A mixed bag for the $BMO quarterly data from its transportation unit which is mostly #trucking. But it is mostly bearish after improvements last quarter. Gross impaired loans soared other areas of improvement like allowances were fairly small. Still waiting for green shoots"  
[X Link](https://x.com/JohnHKingston/status/1927712328654442646)  2025-05-28T13:03Z [----] followers, [---] engagements


"The sponsorship by @LovesTravelStop of the NBA's Oklahoma City Thunder really hit the jackpot this year. The travel centers' chain logo is right there in your face on the uniform it's being worn by league MVP Shai Gilgeous-Alexander and the Thunder are in the NBA finals"  
[X Link](https://x.com/JohnHKingston/status/1928495331680870780)  2025-05-30T16:54Z [----] followers, [---] engagements


"This isn't a usual upward pace for credit ratings but $UBER is breaking the mold. At @Moodys Uber was increased to Baa1 Monday. The history: up to B1 in 3/22; Ba3 in 2/23; [--] notches to Ba1 in 2/24; [--] notches to investment grade Baa2 in 8/24; and now Baa1. That's fast"  
[X Link](https://x.com/JohnHKingston/status/1929977241359745226)  2025-06-03T19:03Z [----] followers, [---] engagements


"Auto hauler $PAL went public in [----] but Wednesday felt like a baptism in market reality. An investor presentation that was bearish but not really new set off a plunge that was -17% at one point before rebounding. Volume 256% of normal. Animal spirits https://bit.ly/43VqBV8 https://bit.ly/43VqBV8"  
[X Link](https://x.com/JohnHKingston/status/1930559966873575548)  2025-06-05T09:38Z [----] followers, [---] engagements


"Bearish news this week: OPEC+ pushed by the Saudis is going ahead with more output in July and will likely to continue that trend. Bullish news: Canadian wildfires hitting #oil output big drop in U.S. crude inventories were more than expected. You can see how #diesel reacted"  
[X Link](https://x.com/JohnHKingston/status/1931064797799612740)  2025-06-06T19:04Z [----] followers, [---] engagements


"Quarterly dividend at $FDX was [--] cts for a pretty good stretch [--] years starting in June '18. But the increases have been annual since then. FedEx just declared an increase to $1.38 from $1.26 so it's now more than doubled since the 65-cent payout prevailed for those [--] years"  
[X Link](https://x.com/JohnHKingston/status/1932173973506465823)  2025-06-09T20:32Z [----] followers, [---] engagements


"TDCowen's Jason Seidl met with $RXO. One nugget from his report: industry estimates are that 5%-15% of drivers may not meet English language rule in effect 6/25. Says it could especially hit red states where enforcement likely to be strict. Seidl: rule "difficult to enforce.""  
[X Link](https://x.com/JohnHKingston/status/1932792349932871707)  2025-06-11T13:29Z [----] followers, [---] engagements


"The @Teamsters are claiming victory for [--] drivers at grocer $ACI in Dallas. Key provision: if Albertsons starts using autonomous trucks there must be a trained Teamsters member on board. It's a 4-year deal higher wages defined benefit pension plan Teamsters health benefits"  
[X Link](https://x.com/JohnHKingston/status/1932829328594686180)  2025-06-11T15:56Z [----] followers, [---] engagements


"Since it looks like Nippon Steel actually will pull off the acquisition of US Steel say farewell to one-letter stock symbol $X. It's been the ticker for US Steel since the days of Andrew Carnegie. The company even rebranded as USX for awhile. Other unused letters: I N P Y Z"  
[X Link](https://x.com/JohnHKingston/status/1933863858923593916)  2025-06-14T12:27Z [----] followers, [----] engagements


".@FitchRatings affirmed $XPO at BB+. $SPGI just did an annual review of XPO no news out of it rating is BB+ which is equal to the Fitch rating. But $MCO remains a notch below at Ba2. The BB+ rating for S&P and Fitch is a notch below investment grade cutoff. #trucking"  
[X Link](https://x.com/JohnHKingston/status/1934723632992804899)  2025-06-16T21:23Z [----] followers, [---] engagements


"Outright data on U.S. non-jet distillate inventories which is about 90% ULS #diesel shows low levels. But demand has been low also. The result is that inventories measured by how many days of U.S. demand the stocks would cover is low.but it isn't THAT low. And it is rising"  
[X Link](https://x.com/JohnHKingston/status/1935379259146555697)  2025-06-18T16:49Z [----] followers, [---] engagements


"We all pretty much know why this chart looks the way it does. Shooting in the Middle East will do that. Important point: #diesel has risen far more in % terms than crude. Since 6/10 it is up 18.7%. Brent is up 15.2%. Note that there was no settlement Thursday due to Juneteenth"  
[X Link](https://x.com/JohnHKingston/status/1936132997973262816)  2025-06-20T18:44Z [----] followers, [---] engagements


"@EhrlerD5502 @Leo4AzHouse Your argument is that the Fed could cut its overnight rate and the 10-year and 30-year would follow suit. There is really no basis for that. And it is those two debt instruments that set mortgage rates"  
[X Link](https://x.com/JohnHKingston/status/1937242748521693518)  2025-06-23T20:13Z [----] followers, [---] engagements


"It's been a strong day on Wall Street but we've got one 52-week low in the #trucking sector: auto hauler $PAL. It had its IPO last year and the numbers aren't pretty: since a 52-week high on July [--] it's down almost 67% and 4% just in the last [--] days"  
[X Link](https://x.com/JohnHKingston/status/1938325993338638564)  2025-06-26T19:58Z [----] followers, [---] engagements


"Checking the decision now but $WERN won on appeal in the Texas Supreme Court in the big nuclear verdict decision from [----]. No bump in the stock yet but the company has said all along it was only exposed to about $10 million if the payout was upheld. But it's overturned"  
[X Link](https://x.com/JohnHKingston/status/1938643666752410001)  2025-06-27T17:00Z [----] followers, [---] engagements


"After all that craziness ultra low sulfur #diesel on CME settled today about five cents per gallon less than the settlement from June [--] the first day when the Israeli-Iranian conflict started impacting oil prices. For #oil markets it's like it never happened"  
[X Link](https://x.com/JohnHKingston/status/1938675746420994544)  2025-06-27T19:08Z [----] followers, [---] engagements


"Of all the arguments in the TX Supreme Court decision overturning the nuclear verdict against $WERN I thought most pointed was that if the Werner truck had been going even faster--reckless under those conditions--there would have been no fatal crash. http://bit.ly/3I4D95f http://bit.ly/3I4D95f"  
[X Link](https://x.com/JohnHKingston/status/1939679712625754565)  2025-06-30T13:37Z [----] followers, [---] engagements


"There is no obvious news why #trucking stocks are soaring today. No reports of a bullish analyst report. Here are some of the gains at 1:40 pm: $WERN +4.3%; $TFIN +8.7%; $TFII +3.8%; $SNDR +3.6%; $RXO +5.4%; $PAMT +4.7%; $MRTN +4.5%; $JBHT +5.2%; $CVLG +5%; $ARCB +4.9%"  
[X Link](https://x.com/JohnHKingston/status/1940106544235835835)  2025-07-01T17:53Z [----] followers, [----] engagements


"An acquired company's publicly-traded debt continues to exist under its old name if the buyer doesn't redeem it. So the @SPGlobalRatings debt rating cut of $XPO yesterday also meant a cut for a still-existing 6.7% issue for Con-Way which XPO bought in [----]. It matures in 2034"  
[X Link](https://x.com/JohnHKingston/status/1941191397366956232)  2025-07-04T17:44Z [----] followers, [---] engagements


"OPEC+ said it would put more #oil on to the market. And according to the latest survey on OPEC+ production from @SPGCI that's happening. Output May to June rose by [------] b/d with 400k b/d coming from Saudi Arabia. Planned increases are in place already for July and August"  
[X Link](https://x.com/JohnHKingston/status/1943692313475088520)  2025-07-11T15:22Z [----] followers, [---] engagements


"The monthly report of the IEA appears to have given the Friday market a boost but the agency's bullishness was all short-term nothing further than that. Still today's ultra low sulfur #diesel settlement caps a strong week that seems mostly driven by inventory concerns"  
[X Link](https://x.com/JohnHKingston/status/1943741467421229260)  2025-07-11T18:37Z [----] followers, [---] engagements


"BankofAmerica/Merrill cut its rating on $EXPD to underperform for two reasons. One it topped Merrill's target price of $118. Second It expects a big decline in ocean rates and that will mean a loss in market share to asset-based carriers. It also sees ocean demand "muted.""  
[X Link](https://x.com/JohnHKingston/status/1944361887962931619)  2025-07-13T11:42Z [----] followers, [---] engagements


"Always been interested in the @amogyinc story and its technology to crack ammonia into #Hydrogen vent the nitrogen and power a fuel cell with the H. It just got $23M in new financing now has raised $300M. Story from 2023: http://bit.ly/46cjQkm http://bit.ly/46cjQkm"  
[X Link](https://x.com/JohnHKingston/status/1945122295871066469)  2025-07-15T14:04Z [----] followers, [---] engagements


"It isn't a dividend aristocrat--25 yrs of increases--but $CMI has now raised its dividend [--] straight years. Latest quarterly hike just under 10% to $2 from $1.82. Current yield a little over 2.1%. Even with the slowdown in new truck orders stock is up about 19% in [--] months"  
[X Link](https://x.com/JohnHKingston/status/1945478601723260993)  2025-07-16T13:40Z [----] followers, [---] engagements


"Scorecard on today's report about $UNP possibly buying $NSC now given credence with WSJ report: NS up 3.65% during the day now up 2.55% post-market. Union Pacific down 1.6% on the day now down another 0.71%. Norfolk rival $CSX up 3.73% during the day now down 1.16%. #rail"  
[X Link](https://x.com/JohnHKingston/status/1945951455656964273)  2025-07-17T20:59Z [----] followers, [----] engagements


".@SeekingAlpha calculates stocks with the highest amount of short interest each month. Formula is % = number of shares sold short stock float. For the SPDR Industrial ETF one of the most shorted stocks in June was $ODFL with a short % of 5.60% vs 5.84% a month earlier"  
[X Link](https://x.com/JohnHKingston/status/1946211505839431904)  2025-07-18T14:12Z [----] followers, [---] engagements


"@TAftermath2020 Go do some research. News Corp at the end of March had $6.8 billion in cash and equivalents on its balance sheet. Yeah they're going to go bankrupt"  
[X Link](https://x.com/JohnHKingston/status/1946272248567922859)  2025-07-18T18:13Z [----] followers, [--] engagements


"For #diesel consumers the one piece of good news this week was that U.S. inventories of ULSD rose almost [--] million barrels. But European gasoil prices relative to crude hit new highs Friday following new Russian sanctions. Still definitely a bull market"  
[X Link](https://x.com/JohnHKingston/status/1946279510774612114)  2025-07-18T18:42Z [----] followers, [---] engagements


"The spread between ultra low sulfur #diesel and Brent on the CME commodity exchange is out to about [--] cts/g the highest since February [----]. And this chart from @EnergyAspects explains a lot about why that is happening: inventories of diesel around the world are tight"  
[X Link](https://x.com/JohnHKingston/status/1947342878046376018)  2025-07-21T17:08Z [----] followers, [---] engagements


"On its 1Q conference call $VLO SVP Fisher went through a long explanation why various regulatory explanations had cratered earnings in its renewable #diesel business. Based on the earnings released this morning it looks like those issues are still very much present"  
[X Link](https://x.com/JohnHKingston/status/1948339227948634165)  2025-07-24T11:07Z [----] followers, [---] engagements


"On its 1Q conference call $VLO SVP Fisher went through a long explanation why various regulatory changes and developments had cratered 1Q earnings in its renewable #diesel business. Based on the earnings released this a.m. it looks like those issues are still very much present"  
[X Link](https://x.com/JohnHKingston/status/1948389098693001459)  2025-07-24T14:25Z [----] followers, [---] engagements


"Been kind of dull in oil markets this week with a bearish trend. One piece of good news for #diesel consumers: runaway spread between crude and diesel which contributed to rising pump prices eased slightly this week. US inventories of ULSD rose again contributing to decline"  
[X Link](https://x.com/JohnHKingston/status/1948815637343543539)  2025-07-25T18:40Z [----] followers, [---] engagements


"Investors liked $R earnings stock hit a 52-week high at $182.80. Its forecast wasn't overly bullish but there were other positives in it: balance sheet strengthening possible bottom in used #truck sale prices. 52-week low was $123.3 back in August. http://bit.ly/456QpOE http://bit.ly/456QpOE"  
[X Link](https://x.com/JohnHKingston/status/1948817276838305988)  2025-07-25T18:47Z [----] followers, [---] engagements


"Truck capacity numbers at $LSTR in 2Q took a big drop mostly with the occasional driver that takes a Landstar load known as "approved and active." The ones under lease (business capacity owners) fell by a small amount. The overall decline in two years is pretty staggering"  
[X Link](https://x.com/JohnHKingston/status/1950502843393220788)  2025-07-30T10:24Z [----] followers, [---] engagements


"@IslesHouse [--] or [--] after his 9-day trial in the NHL. And then if they're smart they send him back to Erie or he decides to go to college and join that team. He should not be in the NHL all season"  
[X Link](https://x.com/JohnHKingston/status/1950858306928705959)  2025-07-31T09:57Z [----] followers, [--] engagements


"Dave Bozeman took over as CEO of $CHRW near the start of the 3Q [----]. This is what has happened to employment since then. The stock is basically flat since his arrival but up about 50% since late April [----] low if this morning's gains hold. NAST is its #trucking brokerage"  
[X Link](https://x.com/JohnHKingston/status/1950890183114531014)  2025-07-31T12:04Z [----] followers, [---] engagements


"Yes they're sort of the same industry: #trucking. You'd never know it by their stock performance today. $CHRW fresh off earnings is up 17.1% at about 1:20 pm EDT. $XPO also reported earnings. It's down about 9.2%. Auto hauler $PAL is down about 3.9% and is at a 52-week low"  
[X Link](https://x.com/JohnHKingston/status/1950971538343354404)  2025-07-31T17:27Z [----] followers, [---] engagements


"@sam_d_1995 I recently had to get from a hotel near the Brooklyn Bridge to LGA. I walked to the Clark St. station took the 2/3 to 125th Street. Changed to the M60 business that went to LGA. Free transfer between subway and bus. Total cost: $2.90. Can't imagine what an Uber would have cost"  
[X Link](https://x.com/JohnHKingston/status/1951258132052668539)  2025-08-01T12:26Z [----] followers, [--] engagements


"@chaosbomdotcom @BeachWW453 If nobody trusts the data why did the stock market fall when it was released"  
[X Link](https://x.com/JohnHKingston/status/1951936879680491673)  2025-08-03T09:23Z [----] followers, [--] engagements


"@FoxNews @Chevron Lets see how the recipients like it when people start reducing their tips on the very rational economic calculation that since it is tax free the tipper can pay less and the impact on the recipients income will be neutral"  
[X Link](https://x.com/JohnHKingston/status/1951938772779630957)  2025-08-03T09:30Z [----] followers, [--] engagements


"Tale of two 3PLs: $LSTR hit a 52-week low today at $126.73 thought it did not need to fall that far to have that happen. Closed Friday at $128.37 now up for the day. At the other end: $CHRW hit a 52-wk high at $116.28. Now up 27.7% in last [--] months. #trucking"  
[X Link](https://x.com/JohnHKingston/status/1952419285307187366)  2025-08-04T17:20Z [----] followers, [---] engagements


"Today's low stock price at auto hauler $PAL--$6.22--was up over 52-wk low of $6.16 recorded yesterday. Since the 52-wk high almost a year ago the price is down about 69.1%. It's one of the last #trucking companies to report earnings; they come out Monday. Should be interesting"  
[X Link](https://x.com/JohnHKingston/status/1953467816423657484)  2025-08-07T14:46Z [----] followers, [---] engagements


"On July [--] $CHRW announced its earnings after the close. The stock popped the next day. As of today with a price at about 2:50 of $121.35 the stock is up about 24.2% in two weeks. You wouldn't expect a #trucking-related company to do that"  
[X Link](https://x.com/JohnHKingston/status/1956067862839541848)  2025-08-14T18:58Z [----] followers, [---] engagements


"I don't know how I discovered the $BMO quarterly numbers where they break out writeoffs allowances etc. for their various sectors. I saw them and knew that this was fabulous data on the credit strength of #trucking. And now they might disappear. https://www.freightwaves.com/news/bmos-transportation-group-major-lender-to-trucking-may-be-for-sale-report https://www.freightwaves.com/news/bmos-transportation-group-major-lender-to-trucking-may-be-for-sale-report"  
[X Link](https://x.com/JohnHKingston/status/1956090535392743932)  2025-08-14T20:28Z [----] followers, [---] engagements


"I'm going to assume that the management team at $CHRW is going to have a very good weekend. Its debt rating has moved back up to BBB+ from $SPGI the stock hit another 52-week high and it's up 24.9% in the last month. What do they do for an encore http://bit.ly/45RIR3I http://bit.ly/45RIR3I"  
[X Link](https://x.com/JohnHKingston/status/1956510670989472103)  2025-08-16T00:17Z [----] followers, [---] engagements


"Before its '24 surge $CHRW was heavily shorted. With the big runup in price--almost 25% in last month--@SeekingAlpha says it is once again. Among stocks in S&P [---] industrial ETF Robinson's short position was 5.88% in July vs. 5.4% in June. Avg company in the ETF was 2.23%"  
[X Link](https://x.com/JohnHKingston/status/1957397061646643376)  2025-08-18T11:00Z [----] followers, [---] engagements


"Not something I usually tweet about but there are engines involved and I think the Carvana vending machines are totally cool: $SPGI upgraded $CVNA today for the fourth time since it went to a D--for default--at the start of September [----]. It's now a BB+ company rating"  
[X Link](https://x.com/JohnHKingston/status/1958631279492309205)  2025-08-21T20:44Z [----] followers, [---] engagements


"It turned out to be a week of sneaky steady increases in #oil and #diesel prices. A surprisingly large draw in inventories in the U.S. reported in the Wednesday report gave the market part of that boost"  
[X Link](https://x.com/JohnHKingston/status/1959006472794513534)  2025-08-22T21:35Z [----] followers, [---] engagements


"Credit data for the transportation (#trucking) sector at $BMO in the quarter showed improvement in a key metric gross impaired loans. Other measures were mixed. One key number: size of the book is lowest since Q123. Possible prelude to a sale of the division as is rumored"  
[X Link](https://x.com/JohnHKingston/status/1960293098493218972)  2025-08-26T10:47Z [----] followers, 11.2K engagements


"@Thecouchcoach11 @sam_d_1995 Given that New York's crime rate is one of the lowest for big cities in the U.S. given that it is home to huge global companies given that young people all over the world aspire to move to NYC.the big picture is it's faring pretty good warts and all"  
[X Link](https://x.com/JohnHKingston/status/1960757528842703027)  2025-08-27T17:33Z [----] followers, [--] engagements


"@Thecouchcoach11 @sam_d_1995 Numerous flaws in your argument. One the crime rate already was pretty low and the Guard was in reaction to a few very bad incidents. Two I laugh at the idea that only Democratic jurisdictions lie about crime but Republican county executives are completely honest about them"  
[X Link](https://x.com/JohnHKingston/status/1960768538706116817)  2025-08-27T18:17Z [----] followers, [--] engagements


"The increase would have been expected given a few days of significant increases in futures prices about a week ago. But the OPEC+ meeting over the weekend had no impact and the Israeli attack on Hamas in Qatar had no impact. Definitely bearish signs"  
[X Link](https://x.com/JohnHKingston/status/1965497543678476711)  2025-09-09T19:28Z [----] followers, [---] engagements


"Mixing metaphors: stuck like a bug in a rug. If you're a shipper this kind of chart must seem like nirvana. Utter predictability in your costs at least as the PPI for truck transportation measures it. Point of comparison: all-time high was [-------] in April 2022"  
[X Link](https://x.com/JohnHKingston/status/1965777971236815127)  2025-09-10T14:02Z [----] followers, [---] engagements


"I just can not imagine the back story behind this. Probably a very smart move by $WERN to get on top of this. Just thinking the lunacy will go away on its own rarely works. Fighting disinformation now an issue for a truckload carrier. Who woulda thunk it Werner Enterprises wishes to clarify that we are not involved in any agreements or discussions regarding the recruitment of Kenyan truck drivers to the United States. Any claims suggesting otherwise are just false. Werner Enterprises wishes to clarify that we are not involved in any agreements or discussions regarding the recruitment of"  
[X Link](https://x.com/JohnHKingston/status/1965779353754894745)  2025-09-10T14:08Z [----] followers, [---] engagements


"Putting together this article about $WERN and what I will assume is one of its first major social media whirlwinds where it doesn't know what hit them I thought of the old adage: a lie can travel the world before the truth can put its pants on. http://bit.ly/46gODLa http://bit.ly/46gODLa"  
[X Link](https://x.com/JohnHKingston/status/1965915993433321983)  2025-09-10T23:11Z [----] followers, [---] engagements


"Big dip on Thursday came as monthly IEA report looking over supply/demand balance into next year saw a large surplus of supply. That was the prediction for this year too and so far the only thing that has happened is one of the most stable uninteresting markets I've ever seen"  
[X Link](https://x.com/JohnHKingston/status/1966571467027476721)  2025-09-12T18:35Z [----] followers, [---] engagements


"Missed a couple of 52-wk highs in #trucking-related business Friday. All start with the letter C: $CMI $CHRW and $CASY. Since the latter serves truck drivers I'll start tracking it though it's far more of a just a convenience store/gasoline seller. Stock is up 44.9% in a year"  
[X Link](https://x.com/JohnHKingston/status/1967179846708334600)  2025-09-14T10:53Z [----] followers, [---] engagements


"Short players still betting against $CHRW and $ODFL. SeekingAlpha reported short sellers in Aug boosted bets against Old Dominion to 5.81% from 4.87% of float but cut short position in C.H. Robinson to 5.75% from 5.88%. Avg short play among S&P [---] industrial stocks was 2.28% "  
[X Link](https://x.com/JohnHKingston/status/1968325455960039750)  2025-09-17T14:45Z [----] followers, [---] engagements


"Like our #soybeans farmers didn't have enough problems already. First the trade war kills their China business which they built up over years. Second it's the fourth calendar year in a row where there is restricted shipping due to low water flows. https://www.freightwaves.com/news/shipping-challenges-on-the-rain-starved-mississippiagain https://www.freightwaves.com/news/shipping-challenges-on-the-rain-starved-mississippiagain"  
[X Link](https://x.com/JohnHKingston/status/1969358137791508685)  2025-09-20T11:09Z [----] followers, [---] engagements


"@MichaelAArouet Let's see: a golden share in USX. $800 million in the first term to a failed trucking company. Export tariffs on AMD and NVIDIA. Stake in MP Materials. Demanding various CEOs get ousted. And tariffs as part of a command economy view toward economics. Who's the socialist"  
[X Link](https://x.com/JohnHKingston/status/1969833493728489669)  2025-09-21T18:37Z [----] followers, [--] engagements


"On a day when equity indices overall are largely unchanged a few #trucking and #logistics stocks are taking it on the chin. 52-week lows recorded today for $ODFL $MRTN $LSTR and cold storage operator $COLD. Old Dominion is down 28% in the last [--] weeks"  
[X Link](https://x.com/JohnHKingston/status/1970152093177819309)  2025-09-22T15:43Z [----] followers, [----] engagements


"The #Teamsters backing a Republican is not all that odd. It has happened before. But this is an endorsement for a race that is one year out. That is notable. https://www.semafor.com/article/09/19/2025/vivek-ramaswamy-nabs-teamsters-endorsement-for-ohio-governor https://www.semafor.com/article/09/19/2025/vivek-ramaswamy-nabs-teamsters-endorsement-for-ohio-governor"  
[X Link](https://x.com/JohnHKingston/status/1970153197626065205)  2025-09-22T15:48Z [----] followers, [---] engagements


"Can't get over this stat from my former colleague @mikemcglone11 Bloomberg senior commodity strategist: there are [--] million-plus cryptocurrencies in circulation. As he notes that "(dilutes) the limited supply narrative" that is one of the intellectual underpinnings of crypto"  
[X Link](https://x.com/JohnHKingston/status/1970484179021283465)  2025-09-23T13:43Z [----] followers, [--] engagements


"Just when you figured ZEV drayage trucks in Long Beach would start sliding without mandates at their back they rose in August. Total trucks rose by nine largest gain in months and the percentage of moves they handled also turned higher. Split was [---] battery [--] #hydrogen"  
[X Link](https://x.com/JohnHKingston/status/1970819429903770060)  2025-09-24T11:55Z [----] followers, [---] engagements


"@CSinclairtv What a terrible analogy. Bessent did not have to face voters. Buttigieg did. No comparison"  
[X Link](https://x.com/JohnHKingston/status/1971280824726352136)  2025-09-25T18:29Z [----] followers, [--] engagements


"Pray for no injuries or fatalities at the huge $CVX fire at El Segundo. But it's likely to make #diesel even more expensive in California. Latest EIA weekly number is [----] cts/g over national average $4.981 vs. $3.754. This is a big refinery in a state that has lost several"  
[X Link](https://x.com/JohnHKingston/status/1974038225715966001)  2025-10-03T09:06Z [----] followers, [---] engagements


"@nypost He should sit. Why Because we stand for the National Anthem. Standing for God Bless America puts it on the same level as the Star Spangled Banner. And that's disrespectful to the National Anthem"  
[X Link](https://x.com/JohnHKingston/status/1976341241467195740)  2025-10-09T17:37Z [----] 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

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