Equities down a point or two.
What is the common theme? Simple, oil spent too much time above $80, and we do not have the oil efficiency to support that level. Oil is money, that is the theme and remains the theme until transportation efficiency improves.
Here is where I am looking today. I am comparing rail shipments with the Ceridian. I am looking to see if trucking inefficiency is being attacked by freight rail efficiency.
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