Two scary charts.... woo buddy things are sucking!

I need to have you talk to my wife. I tell her that all the time and she just laughs at me.

 

He's well thought out and well informed.

 

I married her sister, I believe.lol

 

@BigBadBill what's the coyote app ? Googled it but just got apps that have coyote hunting calls.

 

I think it's for coyote logistics .

 

There's only one answer. It's the energy sector.

When it falls, the stock market reacts. When the stock market reacts, companies react. When companies react, commodity prices react. Shipments react accordingly. Prices go up, revenues comes down. People are layed off, fear strikes the public. Belts are tightened, and wallah, a slow stagnant economy.

Solution: fix the energy sector.until then, it's gonna be uneventful.

 

The problem with giving a complete answer on this is that we have an 18-month period that was skewed and drove significant changes in business models and relationships. So from a pure numbers standpoint the answer is a yes on volume and after adjusted for fuel we are seeing a slight, less than $.10 on rate for Q1 compared to last year.

But the markets drove so much change in the last 18-months that this really is difficult to answer without writing a B-school paper and have tons of statistical analysis.

My opinion after looking at the loads we ran as Farm2Fleet and the available data on spot market rates is that the 200 range short haul that once was so profitable is harder to find at the right rate. And the 400+ mile load is significantly more profitable.

But as we start seeing a more traditional freight volume cycle we will see the rate and profitability fluctuate with capacity.

But predicting what will happen over a 5-year span is easier to do than predicting the next month or quarter.

 

http://www.coyote.com/technology/mobile-logistics-planning/

 

Load boards have their place, right now is not a good time to be dependent on them. I believe that the long term key to profitability in this business is with direct customers. They can come and go too, but are a much more stable source than load boards.

I have one that has been keeping me busy the last couple of weeks, he told me the other day that he hopes I'm ready to really run in a couple more weeks. What I'm seeing now is nothing compared to how it's going to be. Had another customer call today wanting to load me multiple times per week. I made to many sales calls I think, now I don't have enough trucks to handle the volume.