transportation

Morning thoughts Let's hit on several themes today that I've covered in the past which are advancing. The overall context here is that we have escaped a first wave of dreadful information flow, with policy makers doing their utmost to take…

I have some thoughts on economic headlines below. This one is outside the paywall. If you like what you read, please subscribe. Uber as a signpost I am just catching up to where I left off at the end of last week regarding the risk-off…

My recent experience with taxis On my way into Manhattan from LaGuardia Airport on Monday night, I noticed an app symbol for Curb on the payment box in my taxi. The box said I could pay for the ride with this app. So while I was in transit,…

If one thinks of it as a car-replacement service, Lyft could now work as an effective replacement for driving to work or as a replacement for a park and ride commute for many people.

This is today's daily post. It's going to be all about technology. To start,  I want to focus in on a theme: the deflationary impact of the Internet. Since I have a lot of ideas here, I may make this into a thematic post later. 1 Big Thing:…

In the daily newsletter today, I mentioned that Uber's new strategy makes it a kind of anti-Tesla in that it's all about transportation rental and usage versus ownership. And I want to expand on that a little here. Uber's big plans Since…

The continuing anti-immigrant fervour in Europe Little is known about how or why the brawl started. Police have dismissed rumours circulating online that the man was defending a woman from sexual assault. But within hours of his death in…

There are still a lot of Dow Theory followers out there even after over 100 years. And the divergence between a bullish DJIA headline number and the lagging Dow Transports is bearish from a technical perspective.

Chinese goods cost more in China because of currency, taxes, transportation,logistics and inflation. The Chinese get the jobs, while Americans get the consumer products; The Chinese government gets the dollar, but the U.S government gets…

The Dow Transportation Index was down almost 4 percent today and if there is any silver lining in the current market turmoil is that Trannies usually lead crude down, which will drop gas prices. The chart below shows the 12.2 percent swan…