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Showing posts with label economics. Show all posts
Showing posts with label economics. Show all posts
Wednesday, April 3, 2024

The Most Important and Most Misunderstood Concept in Business - Opportunity Cost

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 The term opportunity cost is thrown around a lot in business. However, my experience, through observation, is very few people truly underst...
Tuesday, May 16, 2023

Reality is Settling in for Supply Chain Companies

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One observation for supply chain companies is becoming very clear: The anomaly  in the business cycle is the period of 2020 through 2022 and...
Sunday, June 23, 2019

How Can The Market Be at An All Time High and There Be A Freight Recession - Part II

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In my previous post I outlined why I believe freight is slowing.  Certain signals in the marketplace are telling us employment adds are decr...
1 comment:

How Can The Market be at All time High and There Be a "Freight Recession"? - PART I

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The question posed in the title can be a perplexing problem and I am sure is of interest to both those who make a living running trucking co...
Sunday, July 9, 2017

Inventories Are Heading in The Right Direction

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Anyone who follows me knows I feel very strongly about the Total Inventory to Sales Ratio  and how it forecasts the future for transportatio...
Sunday, January 15, 2017

What is a Supply Chain To Do In Age of Global Disruption?

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I have been following the election and subsequent transition for a long time now and of course have opinions on a lot of items.  However, as...
Monday, June 27, 2016

Macroeconomic Monday® Special Edition - Watch the Debt

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I have read two major books recently on the economy - one old and one new. Both appear to be seminal books on what drives economic booms, bu...
Monday, May 25, 2015

Inventory to Sales Ratio is Not Showing a Pretty Picture - Macroeconomic Monday is Back!

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All the data I am seeing is indicating some real softness in the economy. At first, people thought it was the weather and then we went to th...
Tuesday, August 27, 2013

Economic Gains - Concept or Reality?

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Don't want to be a "debbie downer" here but I came across this article in Logistics Management Magazine titled: Economic Gains...
Saturday, August 17, 2013

Macroeconomic Monday® - The Demographic Shift to Multi Family, City Dwelling is Real

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For those reading this today, Saturday, I normally write this on Saturday then post on Monday.  But, I figured if you want to read on Saturd...
Thursday, August 15, 2013

Wal-Mart Guides Lower - Sales Weaker

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Reporting this morning, Wal-Mart is describing slow sales , and it has guided the street lower for the remainder part of the year.  This is ...
Monday, June 10, 2013

Macroeconomic Monday® - A tale of Two Economies

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There are two economies developing and it is very important you do not confuse the two.  The first economy is the financial  economy.  This ...
Saturday, April 6, 2013

The Jobs Report Relative to Logistics: Families Enjoy Life More With Less?

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The major economic news yesterday which, for a short period of time shattered the markets, was the jobs report.  Some key statistics from th...
Monday, March 18, 2013

Total Business Inventory to Sales Ratios

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Somehow last week got away from me, perhaps too much sun in Florida the week prior, so I did not post this on Thursday as I would have liked...
1 comment:
Sunday, February 3, 2013

Macroeconomic Monday® - Data Mixed, Market Up, Consumers Feel Worse

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What a combination of data!  We knew last week was going to be a "big data" week and it sure did not surprise however it certainly...
Monday, January 28, 2013

Big Economic Week Ahead

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Macroeconomics drives everything.  I am reading Warren Buffett's new book "Tap Dancing to Work" and he is fond of saying a fan...
Thursday, October 18, 2012

Housing - Good News Bad News for Transportation

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First, I want to be clear that one month's data does not make a trend however we all have to be very pleased with the housing numbers ye...
Tuesday, October 9, 2012

Macroeconomic Monday®

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Last week was a heck of a week for the macroeconomic outlook for both the world and the US economy.  As everyone who reads this blog knows, ...
Saturday, September 29, 2012

Get Ready for "Macroeconomic Monday®"!

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I will be starting a new feature this week called "Macroeconomic Monday®" where I will be reviewing the macroeconomic trends from ...
Thursday, January 19, 2012

Unemployment Claims Plummet

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The singular biggest metric to watch for business activity (IMHO) is the first time unemployment claims number.  This number is going down c...