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Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Truck & Trailer Buyers Staying On Track In Addressing With Freight Demand v. Capacity Approaches

May 15, 2009

Fleet Sentiment Report Looks at Equipment Buying and Usage | www.truckinginfo.com

CK Commercial Vehicle Research released their Second Quarter 2009 Fleet Sentiment Report, which gives some insight into truck / trailer buyers approach to equipment planning. As we wrote recently about the math questions, this supports some of the general trends and resultant costs.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

TARP For Trucking - Or Teamsters? YRC Zollars’ Asks Fair Question - BUT C’mon!

May 15, 2009

YRC to Apply for Bailout Funds | online.wsj.com

YRC Worldwide is following others in the heavily unionized sector to get on the Obamanomics TARP (Troubled Asset Relief Program) train where the probable payback for his election support is to bail out state pensions, automakers, the insurance industry, etc. - and now trucking? YRC President Bill Zollars’ has the guts to ask for help (why not), but is also says more about the bumpy road they are on. I cannot wax poetically like our colleague Mr. Schultz, but will give another penny worth of input herein (hopefully not Billions of them).

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

April New Big Truck Orders Still In The Dumper & Projected To Stay There - Here Are Some Thoughts From Ground-Level

May 7, 2009

Truck Orders Fall in April | joc.com

Trucking company planning continues to be mirrored in new truck sales - run with what we got. While freight demand is one big factor in the decision to not buy trucks now, others like the driver glut and a lack of financing add notably to it. It’s still about previously noted F-words (freight, financing, folks & fuel)! The other one - focus - is seems to be clearer now.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Why Trucking Capacity Won’t Drop Much More - It’s Math & Looking Ahead

May 1, 2009

Trucking industry's hard times aren't hard enough? | www.forbes.com

Those expecting much more capacity adjustments with current freight demand will be disappointed, as the exiting capacity is mostly out of the system for a variety of reasons. Today it’s more about traffic lane rationalization anyway. Our colleagues raise good points on the shippers’ side, so I’ll stick to current planning and expectations by truckers.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Trucking Insurance Tells Us About The Freight Marketplace & Trucking Companies

April 28, 2009

Rate Climbs | www.riskandinsurance.com

Trucking company insurance costs are staying low, which tells us about the freight industry, trucking company safety and some insight into trucking company financial strength.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Cummins Drops Their Aftermarket APU Product - Others Will Follow

April 21, 2009

Cummins Drops ComfortGuard APU | www.truckinginfo.com

We wrote in January about Rigmaster ceasing operations leaving Auxiliary Power Unit (APU) owners like us without any support. We also commented about the probable outcome of other brands including Cummins ComfortGuard APU. That has occurred setting the stage for another look at the rest of the market.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Private Fleets Face Some Issues Not Experienced By For-Hire Ones - A Big One Is Labor

April 17, 2009

Weyerhaeuser to close trucking facility | www.bizjournals.com

There is always a question regarding the marketing value of hauling your own stuff versus the profitability of the operation. Then there are onerous States to do business in - like Oregon - along with other liabilities. Our colleague Mr. Adams raises excellent points, so I will color it with some history and experience therein.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Ryder System Has A Good Business Model & Offers Indicator Of Freight Trends

April 14, 2009

Ryder Revises First Quarter Earnings Outlook | www.marketwire.com

While the current freight slump is affecting Ryder Systems’ largest segment of business, their numbers offer insight into current freight levels and the potential of contract maintenance & repair programs. They are also a leading indicator to general economic activity.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Leading Indicators - A Few More Reasons We Look To Be At The Freight Bottom (Hint - Oil Prices?)

April 9, 2009

March Economic Numbers: Unemployment Up, Factor Orders Rise | www.truckinginfo.com

Trucking is used by many as a leading indicator for general economic activity. Of course, freight planning activity leads that. The real driver of economic activity is consumer spending. Then there is the oil issue. So what does this and history tell us?

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Caterpillar-Navistar JV Announcement Made Official - Good Deal For Both On Corporate / Global Level (But For US Navistar Dealers?)

April 7, 2009

Caterpillar, Navistar Sign Deal for Cat Vocational Trucks, Global On-Highway Venture | www.truckinginfo.com

Last June, Caterpillar and Navistar signed a memorandum of understanding regarding pursuing a strategic alliance in producing Cat-branded trucks for the severe-duty market in the US and then the global market. It was the same time frame that Cat said they were not offering an EPA 2010 Cat-branded engine line. We wrote also in June that this made sense and noted a few potential repercussions. It’s official, so here is an update.

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