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 20, 2026 Trade Ideas

Darden Restaurants: Conservative Long — Steady Cash Flow, Clear Playbook, Buy on Weakness

Olive Garden to Ruth's Chris — execution is improving margins and cash generation; use pullbacks to get long with defined stops and upside targets.

Darden (DRI) is a high-quality full-service restaurant operator with durable cash flows, a growing dividend, and a playbook that is producing margin i...

Trade Idea Long
Treasury Secretary Signals Imminent Federal Reserve Chair Appointment by President Trump
Jan 20, 2026 Business News

Treasury Secretary Signals Imminent Federal Reserve Chair Appointment by President Trump

Announcement Expected Next Week on New Fed Leadership

Treasury Secretary Scott Bessent indicated that President Donald Trump is likely to reveal his choice for the next Federal Reserve chair as early as t...

Jan 20, 2026 Finance

Genmab Shares Decline Following Phase 3 Trial Results for Epcoritamab in DLBCL

Mixed Outcomes in EPCORE DLBCL-1 Trial Prompt Investor Concerns Amid Ongoing Drug Development

Genmab A/S announced initial outcomes from the Phase 3 EPCORE DLBCL-1 trial investigating epcoritamab for relapsed or refractory diffuse large B-cell ...

Jan 20, 2026 Finance

Silvercorp Metals Advances $162 Million Gold Project Acquisition in Kyrgyz Republic

Strategic Joint Venture Targets Two Major Gold Deposits with Production Beginning in 2027

Silvercorp Metals Inc. announced an agreement to acquire a 70% interest in the Tulkubash and Kyzyltash gold projects located in the Kyrgyz Republic, m...

Jan 20, 2026 Trade Ideas

Vita Coco: Strong Brand, Clean Financials — A Buy-on-Dip Trade With a Rich Multiple

High-quality margins and steady cash flow make COCO a compelling small-cap growth story — but valuation leaves little margin for error.

The Vita Coco Company (COCO) is executing well: healthy gross margins (~36%), positive operating leverage and consistent net income. TTM revenue is ro...

Trade Idea Long
Jan 20, 2026 Finance

Ethiopian Airlines Expands Fleet with New Boeing Dreamliner Order

Africa's Leading Boeing Client Orders Nine Additional 787-9 Jets to Enhance Global Operations

Ethiopian Airlines, recognized as Africa’s largest Boeing operator, has reinforced its long-term fleet strategy by ordering nine new Boeing 787-9 Dr...

Jan 20, 2026 Finance

Top Wealth Group Stock Surges Amid Announcement of Wine Trading Acquisition

Significant premarket gains follow the $125 million deal aiming to diversify luxury beverage portfolio

Shares of Top Wealth Group Holding Limited (NASDAQ:TWG) surged dramatically in premarket trading after the company declared plans to acquire Airentity...

Jan 20, 2026 Finance

Notable Gains in Select Biotech and Healthcare Stocks Amid Overall Market Decline

Corvus Pharmaceuticals and Other Leading Stocks Rally Despite Dow Jones Slide

U.S. stock markets saw a general downturn on Tuesday, with the Dow Jones Industrial Average declining by approximately 700 points. However, several no...

Renewed Russian Strikes Disrupt Ukraine’s Power Amid Ongoing Peace Efforts
Jan 20, 2026 News & Politics

Renewed Russian Strikes Disrupt Ukraine’s Power Amid Ongoing Peace Efforts

Ukraine confronts severe drone and missile assaults targeting critical infrastructure as diplomatic talks proceed in the US

Ukraine is facing a significant escalation in Russian attacks on its power grid, with over 300 drones and missiles targeting the electricity supply, c...

Jan 19, 2026 Trade Ideas

Freightos (CRGO): Risky Small-Cap, But Finally a Buy on a Measured Rebound

Price action, volume, and operational signals line up — enter small and manage downside tightly.

Freightos has been a volatile small-cap through 2025 and early 2026. After a steep drawdown to near $1.72 and a multi-month recovery that produced int...

Trade Idea Long