Craig Fuller focused on freight-market conditions, arguing tender rejections have been range-bound since July and that Hurricane Isaias should cause only limited, relief-load disruptions 23. He also discussed the CH Robinson–RXO transaction, presenting $300 million of expected synergies as enough to justify the deal economically 1012. Beyond freight, he promoted Tesla’s Semi, expanded Bloomberg distribution, increased investment in the Times Free Press, and described a policy vision centred on reindustrialisation, multimodal freight, differentiated energy use and Chattanooga 15915.
From the window to Oct 10, 05:30 ET — this window's take is still to be written.
On the record
last 90 days · 13 positionsLatest positions
- CFCraig FullerRange-bound on freight market Expects Isaias to cause only slight, limited disruption to the freight market, with little impact beyond a few thousand relief loads. “Isaias will create some slight disruptions to the freight market, but mostly for relief loads” Open the post Isaias will create some slight disruptions to th… · 8 Oct
- CFCraig FullerStrongly bullish on industrial freight Industrial freight is rebounding strongly in this week's rail report. “Industrial freight returns with a vengeance in this week's rail report.” Open the post The weak rail traffic report from a few weeks ba… · 30 Sept
- CFCraig FullerBullish on rail The weak rail traffic report was just a calendar anomaly, so rail traffic is now recovering. “The weak rail traffic report from a few weeks back was a calendar anomaly due to the late Labor Day week this year.” Open the post The weak rail traffic report from a few weeks ba… · 30 Sept
- CFCraig FullerFor on United States Congress Fuller urges Congress to speed up funding for air traffic control upgrades. “Congress should expedite funding to ensure that the system can handle the volumes that are coming.” Open the post Air traffic control is the network that keeps ou… · 28 Sept
- CFCraig FullerStrongly bullish on Aviation Fuller says aviation is on the cusp of a renaissance. “aviation is on the cusp of a renassaince” Open the post Air traffic control is the network that keeps ou… · 28 Sept
- CFCraig FullerFor on Tennessee Valley Authority TVA should be led by people with a deep history and connection to the utility. “TVA is the most important institution in the region and should be run by leaders who have a history and deep connection with the utility” Open the post TVA is the most important institution in the reg… · 20 Sept
- CFCraig FullerBearish on Chattanooga Times Free Press Fuller argues the TFP's national wire spending is a terrible investment and the paper's future lies in local-only coverage. “Might be the worst ROI I've ever seen in media. Our future is Local Only.” Open the post Community newspapers should ditch national wire … · 19 Sept
- CFCraig FullerRisk rising sharply on United States Department of Defense The Defense Department's reliance on foreign container shipping lines to move freight into the US is a risk that will only grow more dangerous. “This has always been a risk and will only become more dangerous in the years ahead” Open the post The Defense department uses foreign container sh… · 19 Sept
- CFCraig FullerStrongly bearish on Local newspapers Fuller argues local newspapers are their own worst enemy, having damaged their local reputation and now facing collapsed revenues and bloated cost structures. “Local newspapers have become their own worst enemy.” Open the post Local newspapers have become their own worst ene… · 13 Sept
- CFCraig FullerFor on Local newspapers Fuller says papers must return to their core mission of covering local stories that matter to locals. “Getting back to their core mission: covering stories that are important to locals but are trivial to national audiences.” Open the post Local newspapers have become their own worst ene… · 13 Sept
- CFCraig FullerStrongly bearish on freight market Freight market volumes are slowing, driven entirely by consumer segments. “We are seeing a slowing of volume in the freight market, all coming from consumer segments.” Open the post Is the economy slowing? We are seeing a slowin… · 4 Sept
- CFCraig FullerStrongly bearish on Retailers Retailers are contracting orders upstream and growing pessimistic about consumers. “Retailers are contracting their orders upstream and food + bev volumes are slowing greater than expected.” Open the post Is the economy slowing? We are seeing a slowin… · 4 Sept
Their output
14 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
Nobody in this window.
What they talk about
- Chattanooga Times Free Press 2 items
- flight life insurance 1 item
- rail traffic 1 item
- EA Sports 1 item
- earned media 1 item
- freight market 1 item
- GLP-1s 1 item
- Cable News Network 1 item
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