Wednesday, August 11, 2010

Freak out in the markets

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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