Hints and tips:
...I asked the analyst Meyer Shields, who covers Berkshire for KBW, about my thesis that Berkshire was well positioned for an inflationary environment....
...Trucking has actually fallen as a share of total US employment, says Rob Martin, economist at UBS....
...But in winter 2017, US trucking companies are confronting a shortage of human drivers....
...Insurance companies can sue trucking companies for crushing their customers, but how does the road owner bear a cost?...
...The company, which operates Fred Meyer, Ralph’s, and Fry’s alongside its flagship grocery chain, grew net sales by 3.9 per cent in the three months to August 12 to $27.6bn, helped by a better-than-expected...
...Meyer Shields, an analyst at KBW, said the activists were far from the only shareholders to be critical of the insurer’s performance under Mr Hancock. “He hadn’t done what he needed to do,” he said....
...People who view stocks of railways, trucking companies and airlines as a barometer for equities investment have taken notice....
...There are jewellers such as Irene Neuwirth and Jennifer Meyer Maguire and bag designer Clare Vivier....
...Which must explain the reaction of Enrique Meyer, tourism minister, to the exodus of foreign luxury brands. Nothing to worry about here, he reckons....
...Cheaper crude prices do not necessarily mean cheaper fuel for drivers, airlines and trucking companies. Fewer refineries hand those that are left greater influence over prices on the forecourt....
...Transport stocks benefited from a brokerage upgrade after Bear Stearns raised the trucking sector from “market underweight” to “market weight”....
...Meyer to further his impressive record. Today Griffin is founder, president and chief executive of Citadel Investment Group, a hedge fund he started in 1990, aged 22....
...Gallogly, Partner, The Blackstone Group Ralph Gerson, President and CEO, Guardian International Corp. Charles M. Geschke, Founder and Chairman, Adobe Systems, Inc. Charles K....
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