Freight Certainly is looking like it is in recovery mode, but it appears that I have not received a satisfactory explanation of the factors sustaining a long term rally. Badly needed credit is still unavailable to fuel a large scale recovery, tax increases hit 1Q 2011, and unemployment seems to continue remain steady amidst increased regulation.
So someone please help me understand otherwise. I do see a tremendous improvement in the freight market, but not ready to celebrate until we understand what is behind the rally.
Brad Hollister
http://www.freightaccess.com
http://www.bradhollister.com
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