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

Senator John Fetterman Endorses U.S. Military Action Against Venezuelan Leader Despite Democratic Party Divisions
Jan 7, 2026 Business News

Senator John Fetterman Endorses U.S. Military Action Against Venezuelan Leader Despite Democratic Party Divisions

Fetterman praises operation as skillfully executed and beneficial to Venezuelan citizens while questioning Democratic criticism

Senator John Fetterman publicly supports the U.S. military operation to oust Venezuelan President Nicolás Maduro, highlighting its positive outcomes ...

Jan 7, 2026 Trade Ideas

Sonoco: A 2026 Patience Trade—Dividend Yield Today, Margin Recovery Tomorrow

Buy with a plan—portfolio simplification and improving cash flow set the stage, but patience and a tight stop are required.

Sonoco (SON) is a cash-generating, diversified packaging business that has materially reshaped its portfolio over the past 12 months. Revenue and oper...

Trade Idea Long
Jan 7, 2026 Finance

Micron Technology Emerges as Top Performer in Financial Quality Among Semiconductor Peers

Analyst Dan Ives Highlights Micron's Potential for Significant 25% Upside Amid Market Mispricing

Micron Technology Inc. has distinguished itself with a remarkable quality score placing it within the top 4% of stocks assessed by Benzinga Edge. Desp...

Jan 7, 2026 Trade Ideas

Enphase: Headwinds Priced In — Time to Play the Tailwinds

Q3 momentum, product expansion and policy tailwinds argue for a tactical long with defined risk controls

Enphase posted accelerating top-line growth through FY2025 Q3 and is executing on product expansion (EV chargers, batteries, off-grid). The market is ...

Trade Idea Long
Jan 7, 2026 Finance

Understanding the New Dynamics of Meme Stocks: Tesla’s Unique Standing and Emerging Sector Trends

Retail Investors' Growing Influence Marks a Shift in Meme Stock Patterns as High-Growth Sectors Gain Focus

The landscape of meme stocks has evolved significantly from its early 2020s characteristics, with retail investor participation surging and influencin...

Jan 7, 2026 Finance

Gary Black on Tesla: Company Quality Trumps Valuation Concerns, Shorting Not Worthwhile

Despite high valuation metrics, Tesla's business fundamentals and market traction deter short sellers, says Future Fund managing partner Gary Black.

Gary Black, managing partner at The Future Fund LLC, articulated his reluctance to short Tesla Inc. (NASDAQ:TSLA) shares. While acknowledging valuatio...

Five Stocks Positioned for Growth in Early 2026
Jan 7, 2026 Business News

Five Stocks Positioned for Growth in Early 2026

A Strategic Look at Market Leaders and Recovery Plays to Bolster Your Portfolio

As 2026 begins, diversifying investment portfolios by including stocks with strong earnings histories and promising growth trajectories remains a prud...

Jan 7, 2026 Finance

Surging Japanese Bond Yields and Yen Decline Reignite Global Market Concerns

Record-high 30-year Japanese Treasury yields and continued yen depreciation invite scrutiny over fiscal health and carry trade dynamics

Japanese 30-year government bond yields reached an unprecedented 3.52%, marking a significant rise since late 2023. This surge reflects growing appreh...

Jan 7, 2026 Finance

Uber Shares Spike 6% Following Nvidia's Launch of Alpamayo AI Platform: Analyst Gary Black Highlights Reduced Obsolescence Concerns Amid Autonomous Vehicle Competition

Nvidia’s introduction of a versatile autonomous driving stack alleviates Uber’s risk from rival automakers’ exclusive robotaxi networks, providing a boost to the ride-hailing giant’s market prospects.

Uber Technologies Inc. experienced a notable stock increase after Nvidia unveiled its Alpamayo AI platform at CES 2026, which analysts say mitigates p...

Arraignment Delay for Nick Reiner in Connection to Parents' Homicide Case
Jan 7, 2026 News & Politics

Arraignment Delay for Nick Reiner in Connection to Parents' Homicide Case

Judge Allows Defense Attorney Withdrawal; Public Defender Appointed for Reiner

Nick Reiner’s arraignment in the double murder case involving his parents, Rob and Michele Reiner, has been postponed following his defense attorney...