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 2, 2026 Finance

Orsted Challenges U.S. Government Over Suspension of Near-Complete Offshore Wind Project

The Danish renewable leader seeks legal action against halted Revolution Wind initiative amid substantial project setbacks

Orsted A/S, the Danish renewable energy company, has taken legal steps against the U.S. administration's suspension of its Revolution Wind offshore pr...

Jan 2, 2026 Finance

XPeng Reports Steady Growth in December 2025, Concludes Year with Significant Expansion

Chinese EV manufacturer XPeng marks moderate year-end sales increase alongside notable international and infrastructure development

XPeng Inc. demonstrated a moderate increase in vehicle deliveries for December 2025, totaling 37,508 units, representing a 2% rise compared to Decembe...

Jan 2, 2026 Trade Ideas

Post Holdings: Leaning Into Cash Flow Acceleration While Waiting For an EBITDA Upside

A tactical long: entry near recent levels, tight stop, upside to $115–$130 as cash generation and M&A synergies show up

Post Holdings has shown a clear recovery in operating income and consistent cash flow from operations across recent quarters. With a recent tuck-in ac...

Trade Idea Long
Trump Targets George Clooney Following Actor's Acquisition of French Citizenship Amid Political and Immigration Critique
Jan 1, 2026 Business News

Trump Targets George Clooney Following Actor's Acquisition of French Citizenship Amid Political and Immigration Critique

Former President Criticizes Clooney’s Political Stance and France’s Citizenship Policies in Truth Social Post

Donald Trump commented on actor George Clooney’s recent French citizenship, using the occasion to express disapproval of both Clooney’s political ...

Errol Musk Voices Concerns Over U.S. Demographic Changes and Cultural Shifts
Jan 1, 2026 Business News

Errol Musk Voices Concerns Over U.S. Demographic Changes and Cultural Shifts

South African resident highlights potential implications of white population becoming a minority in the United States

Errol Musk, father of Elon Musk, has expressed apprehension regarding the projected demographic transition in the United States, where the white popul...

Jan 1, 2026 Trade Ideas

IIPR: 16% Yield, Deep Value, Big Optionality — Conviction Long with a Clear Plan

Dividend income today, asymmetric upside if federal cannabis policy shifts; buy the yield, manage the tenant/regulatory risks.

Innovative Industrial Properties (IIPR) trades at a roughly 16% yield using the current $1.90 quarterly dividend and the recent ~$47.36 share price. T...

Trade Idea Long
Jan 1, 2026 Trade Ideas

Mizuho Financial (MFG) - Buy the ADR Around an India M&A Upside and Better Capital Returns

Actionable trade: buy on pullbacks as an India transaction and clearer buyback/dividend math re-rate the ADR

Mizuho Financial (ADR ticker MFG) is my preferred way to play a potential near-term rerate tied to an India M&A opportunity and management's shift tow...

Trade Idea Long
Finnish Authorities Detain Cargo Vessel Linked to Undersea Telecom Cable Disruption in Gulf of Finland
Jan 1, 2026 Finance

Finnish Authorities Detain Cargo Vessel Linked to Undersea Telecom Cable Disruption in Gulf of Finland

Investigation underway as Finland and Estonia collaborate on damaged submarine communication infrastructure

Finnish law enforcement has taken control of the Russian-flagged cargo ship Fitburg, implicating it in damage to submarine telecommunications cables c...

Zohran Mamdani Takes Office as NYC Mayor in Unique Historic Ceremony
Jan 1, 2026 News & Politics

Zohran Mamdani Takes Office as NYC Mayor in Unique Historic Ceremony

First Muslim and South Asian Mayor Sworn In at Decommissioned City Hall Subway Station

Zohran Mamdani was officially sworn in as the mayor of New York City in a distinctive ceremony at the old City Hall subway station, marking several hi...

Dec 31, 2025 Finance

Palantir Technologies Emerges as AI Infrastructure Leader in 2025

From Government Contractor to Enterprise AI Powerhouse, Palantir Posts Record Growth and Market Valuation

In 2025, Palantir Technologies transitioned from a specialized government contractor into a dominant player in global enterprise artificial intelligen...