tag:blogger.com,1999:blog-6616959642391988608.post140872865861907922..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Chemical activity points to a stronger economyScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-6616959642391988608.post-65725277491778728212016-06-23T17:18:06.739-07:002016-06-23T17:18:06.739-07:00Frozen: I have been hearing about the driver "...Frozen: I have been hearing about the driver "shortage" since the 1980s. It goes along with the shortage of computer programmers in Northern California. Evidently the laws of supply and demand don't work in labor markets.<br /><br />There is a "shortage" of farm workers too.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-49799318829212317792016-06-23T10:55:44.248-07:002016-06-23T10:55:44.248-07:00Interesting, I used to use the Baltic Dry index (i...Interesting, I used to use the Baltic Dry index (it kind of blew up when ship production/replacement cycle collided with economic slow down). I must say that its an interesting leading indicators of growth. As for trucking there are fundamental problems with drivers -- it appears there is a massive shortage of available drivers... so I am worried that that index will have the same blow up as Frozen in the Northhttps://www.blogger.com/profile/04901959687094626879noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-21272488974244846562016-06-22T11:13:38.766-07:002016-06-22T11:13:38.766-07:00I will buy the first two but not the last
as the C...I will buy the first two but not the last<br />as the Case Index indicates trucking weekness,<br />especially year over year.Hanshttps://www.blogger.com/profile/05183141792723754273noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-40286591309059514942016-06-21T20:59:40.361-07:002016-06-21T20:59:40.361-07:00Thanks. Another great post. Thanks. Another great post. Michael McGaughy / 麥德安https://www.blogger.com/profile/10681507678046429348noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-27637923101066778502016-06-21T16:34:14.475-07:002016-06-21T16:34:14.475-07:00Great charts---btw if I read it correctly, truck t...Great charts---btw if I read it correctly, truck tonnage now about double 1994 levels.<br /><br />If true, quite a commentary.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-25728265417306703162016-06-21T15:30:26.435-07:002016-06-21T15:30:26.435-07:00Excellent charts. Thanks for them. Excellent charts. Thanks for them. Grechsterhttps://www.blogger.com/profile/08898953158865778397noreply@blogger.com