[Excerpt from The Pickett Line February 2021 Issue] As we cross the halfway mark of the quarter, the case for Q4 2020 representing this cycle’s inflationary inflection point has only strengthened. If the US TL spot market cycle were a literal roller coaster, this would be the time in the ride where, after a rickety […]
[Excerpt from The Pickett Line January 2021 Issue] Happy New Year. And what a start to the new year it has been. As we closed out an extraordinarily difficult and painful 2020, uncertainty around the scale of global vaccine distribution programs, the scope of additional fiscal stimulus, and the ultimate shape of the economic recovery in
Fasten your seatbelts. It’s gonna be a bumpy ride. Read More »
To quote Sir John Templeton, “The four most dangerous words in investing are: this time it’s different.” The same can be said about the US Truckload Freight Market. To say that 2020 has been a year defined by volatility, uncertainty, and hardship is of course a colossal understatement. Now as we find ourselves in the
The Four Most Dangerous Words in Freight Read More »