OUR HISTORY

We have decades of transportation industry data that are unrivaled in both breadth and depth, and several proprietary data feeds.  This allows us the ability to provide dispassionate, deep data driven quantimental research with applicability to transportation companies specifically, industrials and the overall economy broadly.   

 

WE ARE YOUR DATA PARTNER FOR E-COMMERCE, TRUCKING, BROKERAGE & LOGISTICS, RAILROADS & INTERMODAL, AIRFREIGHT & PARCEL, ECONOMIC FORECASTS, PRICING ANALYTICS, DEMAND FORECASTS, AND IN-DEPTH MARKET SIZING.

 

E-Commerce

  • How is the order fulfillment executed and expedited?
  • How is the last mile delivery and the return (reverse logistics) going to be handled with high enough service standards to win over and keep the customer?
  • We are the authority with decades of industry experience and contacts that stretch from Silicon Valley to Wall Street to Main Street.

More E-Commerce

  • If you want the data on incremental assets being deployed (trucks, trailers, warehousing, planes) to serve the needs of e-commerce, we are an authority.
  • If you want to understand all the factors driving the potential for real disruption in both the e-commerce and transportation service provider space, we are the authority with decades of industry experience and contacts that stretch from Silicon Valley to Wall Street to Main Street.

Trucking

  • If you want to know what happened to pricing for trucking before anyone else, based on freight bills actually paid, we are the primary source.  Monthly 
  • If you want to know how many trucking companies failed or trucks were pulled from US highways, we are the only source.  Quarterly 

More Trucking 

  • If you want to understand what is happening in both the capacity and demand dynamic of trucking (dissected by mode – dryvan, reefer, flatbed) based on the data of hundreds of thousands of transactions, we are the primary source.  Weekly  
  • If you want to know how many gallons of diesel were consumed by a population of small trucking companies (over 7,000 companies with approximately 100,000 trucks), we are the primary source.  Weekly 

Brokerage & Logistics 

  •  If you want to understand how much and how fast spot and contract pricing is going to change, as well as what the gap between the two will be and the magnitude it will increase or decrease. We are your source.
  • If you want to understand all of the pricing dynamics described above for each mode, and in specific lanes. We are your source.
  • Should you be more aggressive or more conciliatory on price or equipment? We know how to put you ahead of the competition. 

 

 Intermodal 

  • If you want to know what happened to pricing for intermodal before anyone else, based on freight bills actually paid, we are the primary source.  Monthly 
  • If you want to understand how the price of diesel is changing the market share between intermodal and over the road truck, we are the authority. 

Rail 

  • If you want to know how segments of the economy (Auto, Housing, Steel, Chemical, Coal, etc.) are progressing based on rail car loadings, we have selective sort with decades of data.  Weekly 
  • If you want to know how specific railroads are doing on both a volume and productivity basis, we have a selective sort decades of data.  Weekly 

 

Airfreight & Parcel 

  • If you want to know what the international airfreight volumes were on a airport by airport, region by region basis, we are the earliest available public source.  Our proprietary data mining techniques provide us access to the monthly airfreight volume data before the International Air Transport Association publishes the data.  Monthly 
  • If you want to understand what is happening between the airfreight and expedited ground services, we have decades of data and industry expertise. Monthly 
  • If you want to understand the reasons behind FedEx firing Amazon as a customer, ask us. We know the real story and have both the data to prove it as well as the industry understanding to explain it.

 

Ocean Cargo & Container

  •  If you want to understand how much and how fast spot and contract pricing is going to change, as well as what the gap between the two will be and the magnitude it will increase or decrease. We are your source.
  • If you want to understand all of the pricing dynamics described above for each mode, and in specific lanes. We are your source.
  • Should you be more aggressive or more conciliatory on price or equipment? We know how to put you ahead of the competition. 

ECONOMIC FORECASTS, PRICING ANALYTICS, DEMAND FORECASTS

 

Market Sizing 

  •  If you want to understand how much and how fast spot and contract pricing is going to change, as well as what the gap between the two will be and the magnitude it will increase or decrease. We are your source.
  • If you want to understand all of the pricing dynamics described above for each mode, and in specific lanes. We are your source.
  • Should you be more aggressive or more conciliatory on price or equipment? We know how to put you ahead of the competition. 

 

HOW IT COMES TOGETHER

Each of these data flows is measured with ever more detailed and sophisticated methods, and increasingly superior processes to determine what it means. More importantly, we understand that in the modern era of ‘big data’ it is not enough to have the most data, or even data others don’t have. In the age of ever more information, wisdom becomes ever more valuable.

We have developed econometric models and proprietary methods for:

  • Predicting freight flows in each mode;
  • Translating those freight flows into economic forecasts;
  • Converting freight flows, marketplace data, and asset utilization metrics into earnings predictions for transportation companies.
  • This allows us to provide cost effective, precision research that has value for investors in transports and investors seeking a differentiated, data based way of predicting economic outcomes.

Transportation stocks have the reputation for predicting the overall market #dowtransporttheory because the underlying goods flow is heartbeat of the economy. That goods flow becomes increased (or decreased) levels of asset utilization for asset intensive transportation companies, which becomes increased (or decreased) levels of financial returns, which becomes stock price. We understand that the stock price performance of transportation companies is only symptomatic of the underlying goods flow.

We can help you gain an advantage over your competitors. Let us show you how.