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

Social Security’s 1983 Reform Culminates in 2026 Amid Looming Fiscal Challenges
Jan 5, 2026 Finance

Social Security’s 1983 Reform Culminates in 2026 Amid Looming Fiscal Challenges

As the phased increase in full retirement age concludes, lawmakers face critical decisions to sustain Social Security benefits

The incremental rise in Social Security's full retirement age, initiated by a 1983 Congressional amendment, reaches completion in 2026. This milestone...

Jan 5, 2026 Finance

Phillips 66 Shares Surge Amid Strategic Acquisition and Capital Investment Plans

Stock climbs on news of Lindsey Oil Refinery acquisition and expanded investment initiatives at Humber site

Phillips 66's stock experienced a significant increase following the announcement of its agreement to acquire the Lindsey Oil Refinery assets, alongsi...

Jan 5, 2026 Trade Ideas

Sunrun's Battery & Cash Story Is Underpriced — Trade the Re-rating

Positive cash signals, accelerating battery dispatch, and fresh securitizations create a clear, actionable long setup.

Sunrun is finally showing the balance-sheet plumbing and operational evidence that warrant a higher multiple: assets of $22.2B, a string of financing ...

Trade Idea Long
Jan 5, 2026 Finance

MAGA Inc. Secures More Than $300 Million in Funding with Leading Contribution from AI Visionary

Donald Trump-Aligned Super PAC Energized by Substantial Donations from Technology and Finance Leaders

A super PAC supporting Donald Trump, MAGA Inc., has raised over $304 million since mid-year, fueled by large donations including a $25 million contrib...

Jan 5, 2026 Finance

Taiwan Semiconductor Shares Hit New Heights on U.S. Export License and AI Demand

TSMC’s Stock Surpasses Previous Highs Amid U.S. Regulatory Approval and Strengthening Nvidia Partnership

Taiwan Semiconductor Manufacturing Company (TSMC) experienced a significant surge in its stock price, breaking past its previous annual peak following...

Jan 5, 2026 Trade Ideas

Buy Western Digital: Value And Cash Flow Win The Compute-Storage Showdown

WDC's vertically integrated model, improving margins and strong cash generation give it the edge versus flash-first peers in the AI-driven storage cycle

Western Digital (WDC) looks like the pragmatic way to play the storage re-rating. Recent quarterly results show revenue of $2.82B and net income of $1...

Trade Idea Long
Medicare Premium Increases to Offset Social Security COLA Gains in 2026
Jan 5, 2026 Business News

Medicare Premium Increases to Offset Social Security COLA Gains in 2026

What Retirees Need to Know About the Impact of Rising Medicare Costs on Their Social Security Benefits

Social Security beneficiaries will experience a 2.8% cost of living adjustment (COLA) in 2026, reflecting a moderate inflation-driven increase. Howeve...

Gas Prices Set to Hit Lowest Point Since 2020 Amid Market Adjustments
Jan 5, 2026 Business News

Gas Prices Set to Hit Lowest Point Since 2020 Amid Market Adjustments

Projections Indicate Continued Decline in Fuel Costs Despite Global Uncertainties

Nationwide forecasts point to 2026 as the year with the cheapest gas prices since the onset of the Covid-19 pandemic, with averages dipping below $3 a...

Jan 5, 2026 Trade Ideas

Nebius Upgrade: Why This AI Cloud Outsider Deserves a Long Swing Trade

Microsoft deal + improving price action flip NBIS from a structural short to a tactical long

Nebius (NBIS) just moved out of the bear case. A multiyear $17B contract with Microsoft and renewed upside momentum make a tactical long attractive. E...

Trade Idea Long
Jan 5, 2026 Trade Ideas

Hamilton Beach: Buy the Breakout - Dividend + Buyback Could Push Shares Toward $20

Actionable swing trade: enter on strength or pick a low-risk pullback; stop, targets and risk laid out.

Hamilton Beach (HBB) is showing a tidy technical base and corporate actions that matter to shareholders - a steady quarterly dividend and a newly anno...

Trade Idea Long