Archive - The Fifth Wheel with Bill Cassidy

XPO Logistics' Brad Jacobs is looking for a new industrial "sweet spot" for investment and growth as he prepares to hand the CEO role at XPO to Mario…

Oct 13, 2022 •

William B. Cassidy

September 2022

Reprieve for Rail Shippers, and all of Us

Tentative deal struck early this morning averts a nationwide rail strike

Sep 15, 2022 •

William B. Cassidy

Preparing for a Potential Strike

The prospect of a nationwide rail strike is already shaking up freight shipping

Sep 13, 2022 •

William B. Cassidy

August 2022

It's Complicated

The availability of truck capacity varies by market and sector, making terms like "tight" or "loose" capacity less useful in a market where freight…

Aug 24, 2022 •

William B. Cassidy

July 2022

Happy Hour or Last Call?

Big trucking companies are reporting big second quarter revenue and profit gains, while smaller carriers struggle in a high-cost market that is very…

Jul 28, 2022 •

William B. Cassidy

No shortage of trucks on I-95; a tale of three truckers; and why the producer price indexes are so important to shippers.

Jul 18, 2022 •

William B. Cassidy

Out of the Basement

With the economic indicators pointing every which way, shippers and carriers are trying to cope with 'The Circumstances.'

Jul 11, 2022 •

William B. Cassidy

December 2021

Knight-Swift's LTL Opportunity

After $1.5 billion in acquisitions this year, the largest US truckload operator has a chance to advance the reinvention of LTL trucking

Dec 8, 2021 •

William B. Cassidy

October 2021

Where has the tonnage gone?

Despite a tight-capacity trucking market and skyrocketing imports, truck tonnage is lower than it was in 2018 and 2019. MSU's Jason Miller helps explain…

Oct 13, 2021 •

William B. Cassidy

September 2021

After 10 years, XPO still surprises

It's been a wild ride with many sharp turns for XPO Logistics. Expect more surprises in its second decade.

Sep 3, 2021 •

William B. Cassidy

Bad assumptions, more stock-outs

By sticking with 'violated assumptions' used to determine appropriate safety stock levels, we're making supply shortages worse

Sep 1, 2021 •

William B. Cassidy

August 2021

The Ingenious Charles H. Barrows and his Electric Tricycle

A 19th-century inventor's work presages the current trend toward electrification.

Aug 21, 2021 •

William B. Cassidy

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