(1) Truck tonnage index barreling along to new highs. (2) Pedal to the metal in December. (3) Truck and train data support Double Recovery scenario. (4) Intermodal container loadings also at new record high. (5) More brand new autos riding the rails. (6) Third shifts. (7) SMidCap forward earnings at record high, while LargeCap stalls at previous high. (8) Why are margins under more pressure at large than small companies? (9) The decoupling question. (10) Still overweighting Air Freight & Logistics and Railroads.
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