Repurposing Old Industrial Real Estate for Last Mile Logistics: Now Happening at a Location Near You
The Drivers Behind the Change We expect the Last Mile Industrial segment of the Real Estate sector to outperform the broader Real Estate sector for...
533 Views
New Decentralized Transport Modes Challenge UPS ... Some Low Quality... Yet, Response Needed
United Parcel Service Cl B (UPS US) and Fedex Corp (FDX US) are being disrupted in the trenches by Uber, Lyft and others, courtesy of Amazon.com...
201 Views
AMZN Gets Challenged...As COGS Rise...And Service Quality Hits Plateau
Amazon has got bigger problems than Trump or his dislike of the Washington Post, or questions surrounding third-party provider tax...
174 Views
U.S. Equity Strategy
Our long-term bullish outlook remains intact. The weight of the evidence still points to further upside, allowing, of course, for occasional...
561 Views
Confessions of a Shipping Analyst (Or, 'Voyage of the Damned, Asian Equity Research Version')
At the risk of making Smartkarma (SMARTKARMA SP) seem like a New Orleans confessional the day after Mardi Gras, here's another analyst 'confession'...
529 Views