Marcus Reed

Marcus Reed

Transport & Logistics Analyst

Transportation and logistics analyst covering rail, trucking, and shipping. Former supply chain consultant focused on network optimization and freight cost modeling. Tracks volume/price mix, operating ratio drivers, and cycle signals from spot rates and inventory turns.

Articles 757

Jan 30, 2026 Finance

Analysts Elevate Caterpillar Stock Outlook After Strong Q4 Financial Results

Robust revenue growth and adjusted earnings surpass expectations despite lower operating margins

Caterpillar Inc. delivered fourth-quarter earnings in 2025 that outpaced analyst estimates, showing significant revenue growth amid declining operatin...

Warsh Faces Complex Dynamics in Federal Reserve Leadership Amid Political Pressures
Jan 30, 2026 News & Politics

Warsh Faces Complex Dynamics in Federal Reserve Leadership Amid Political Pressures

Navigating Federal Reserve Independence While Addressing Presidential Expectations

Kevin Warsh, nominated to lead the Federal Reserve, confronts the difficult task of maintaining the institution’s independence while managing expect...

Jan 30, 2026 Trade Ideas

Buy the Rebound: HubSpot (HUBS) — Q3 Beat, Cash Flow and Buybacks Support a Swing Long

Out-of-favor multiple, improving cash generation and positive operating swing create a tactical long with defined risk.

HubSpot just delivered a clean Q3 (fiscal) beat with revenue of $809.5M and positive operating income; cash from operations is strong and the company ...

Trade Idea Long
Jan 30, 2026 Finance

Joby Aviation Faces Market Pressure Following $1.18 Billion Capital Raise

Shares dip 15% amid large convertible note and equity offering as company advances FAA certification efforts

Joby Aviation Inc has experienced a near 15% decline in its stock price following the announcement of a substantial $1.18 billion public offering that...

Jan 30, 2026 Finance

Mark Cuban Champions Bitcoin Over Gold Amid Crisis Debate, But Market Preferences Diverge

While Bitcoin's features appeal in theory, gold retains strong institutional support and steady demand, highlighting differing views on crisis assets

Billionaire investor Mark Cuban has publicly asserted that Bitcoin offers superior utility compared to gold during a significant economic crisis, emph...

Upcoming Texas Runoffs Set to Fill Key Congressional and State Senate Seats
Jan 30, 2026 News & Politics

Upcoming Texas Runoffs Set to Fill Key Congressional and State Senate Seats

Houston and Fort Worth voters prepare for decisive runoff elections amid redistricting and party competition

Texas voters in Houston and Fort Worth will participate in special runoff elections to fill vacant seats in the U.S. House of Representatives and the ...

Jan 30, 2026 Finance

Analyzing Three Oversold Consumer Staples Stocks Poised for Potential Growth

Examining Key Factors for Instacart, Coffee Holding Co., and 22nd Century Group Amid Declining Momentum

This analysis focuses on three consumer staples companies experiencing significant drops in relative strength index (RSI), signaling potential underva...

Surge in Gold and Silver Sales Sparks Record-Breaking Demand at U.S. Coin Shops
Jan 30, 2026 Business News

Surge in Gold and Silver Sales Sparks Record-Breaking Demand at U.S. Coin Shops

High precious metal prices fuel a rush among Americans to sell old heirlooms, scrap, and bullion across the country

As gold surpasses $5,000 an ounce and silver exceeds $100 an ounce, coin and pawn shops in the United States are experiencing unprecedented demand fro...

Jan 30, 2026 Trade Ideas

Buy the Cash-Flow Story in Viemed (VMD): Low Multiple, Fleet Investment, Clear Upside

Strong operating cash, capex-fueled growth and an attractive implied market cap create a favorable asymmetric trade

Viemed is generating robust operating cash flow while investing heavily in rental equipment. At ~1.2x implied P/S and an estimated market value near $...

Trade Idea Long
US Administration Introduces Tariff Measures Targeting Nations Supplying Oil to Cuba
Jan 29, 2026 News & Politics

US Administration Introduces Tariff Measures Targeting Nations Supplying Oil to Cuba

Policy Exerts Pressure on Mexico as Diplomatic Maneuvers Intensify

The US government has enacted an executive order establishing tariffs on goods from countries that engage in selling or providing oil to Cuba, signali...