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FEBRUARY RAILTIME INDICATORS REPORT

10 February 2010 by Cullen Roche 2 Comments

The latest railtime report from the AAR shows the depths from which the economy has recovered, but also shows the continuing weakness.  It’s an excellent summary of the real economy at work:


Cullen Roche

Cullen Roche

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Comments
  • Jeff Partlow

    Interesting reading, and it seems Warren Buffett likes to use these rail stats as a good overall indicator of commerce as well. While good for North America, in this gloablized world of ours, I like to focus on the Baltic Dry Index pricing as a more comprehensive metric for worldwide commerce.

    02/10/2010 at 5:07 AM
  • AWF

    Read It and Weep.

    The Talking Heads on Fast Money probably missed these reports on Lumber/Pulp and Crushed Stone/Gravel shipments.

    Future prices on Lumber Don’t = more Housing

    Shipments of Lumber = more Housing

    Fast Money = new math??

    On the other hand

    If you mentioned the chemical complex –I might buy it.

    Just a suggestion–post/link to these theoretical articles that Sean mentioned in the Debt Post.–Intriguing Captain–Pure energy

    Inquiring minds want to know!

    02/10/2010 at 7:32 AM