Today I wanted to quickly highlight the performance of my equity based trading strategies around my global macro economic investment thesis. Emerging markets: I continue to believe that emerging-market growth and equity performance — especially in countries with a strong consumer base — will continue to outpace developed nations in 2010. Therefore, you should still […]
Archive:
CSX
*Real Time Notes Updated Frequently BNSF: Thomas Hund, Executive VP & CFO I am currently attending this conference and will be doing some random live updates throughout the day. I am currently listening to a presentation by BNSF’s Thomas N. Hund, Executive Vice President & Chief Financial Officer. He is presently discussing the important of […]
As seaborne shipping acts as the bridge for global trade, the US’s railroad and trucking systems are the backbone of domestic bulk transport. It goes without saying that at some point the majority of goods imported to or exported from the US likely find themselves traveling on a rail car or truck before reaching their […]