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Beau King πŸ€–πŸš› Profile
Beau King πŸ€–πŸš›

@RunningSignal

1,651
Followers
551
Following
1,789
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10,666
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15+ years in logistics. Macro/Micro views of the economy and tech, bent toward transportation. I paint by numbers.

Queen City
Joined August 2021
Don't wanna be here? Send us removal request.
@RunningSignal
Beau King πŸ€–πŸš›
3 months
@edzitron 26C = 79F, this is the most British heatwave
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@RunningSignal
Beau King πŸ€–πŸš›
1 month
@admcrlsn Reverse this and you have the GOP
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@RunningSignal
Beau King πŸ€–πŸš›
6 months
@marketplunger1 Sand by Hugh Howie. Other greats too. Dark Matter - Blake Crouch Children of Time - Adrian Tchaikovsky Sea of Rust - Robert Cargill
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@RunningSignal
Beau King πŸ€–πŸš›
4 months
@emollick Me, ChatGPT and government data sets
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
There has been enough time in my life where I hide my disability in photos, especially where I may be seen professionally, for fear of not being taken seriously. Not anymore. #NewProfilePic
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@RunningSignal
Beau King πŸ€–πŸš›
7 months
@jdcmedlock My grandfather had a long battle with Alzheimer's in a small town outside Raleigh. The VA assisted with so much, but it was these folks hired by agencies to treat a man with dignity who thought them trespassers. It's often thankless. Low pay. Travel. Bless them all. Truly.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
@RampCapitalLLC Parent my own children
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@RunningSignal
Beau King πŸ€–πŸš›
4 months
@theiaincameron May the Fed hike so our wealthy men don't have to
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@RunningSignal
Beau King πŸ€–πŸš›
2 months
@anothercohen I’ve seen countless job roles lately, highly paid, where I open the website and it is exactly this type of word salad.
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@RunningSignal
Beau King πŸ€–πŸš›
6 months
@jdcmedlock It’s a good episode of Veep though
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
@conorsen @TheStalwart It’s coming for accounting and engineering before drivers. You can trust a bot to do your taxes or audit a business but the public is not ready for 80,000# up and down 95.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
I'd like us to begin understanding the Supply Chain as a multi-layered network of labor, finance, and communication versus solely a line of bus stops along the way from abroad to our doors.
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@RunningSignal
Beau King πŸ€–πŸš›
2 months
Not friendly numbers for freight demand. Low food and abysmal housing related spending. Housing drives long term consumption. The Fed needs to keep sight of completely stalled market. It’s not just builders at stake.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
@NeerajKA Ngl, I saw a person with big hair from the back at first in this photo.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
Hate to be the bearer of bad news, but Flatbed has broken harder last week. Down from 38% to 31%, the ATH was 44% on 3/5. It was holding above Van and Reefer for a bit.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
@JosephPolitano Working conditions, pay, benefits, flexibility…..no, it must be that the workforce is entitled.
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@RunningSignal
Beau King πŸ€–πŸš›
6 months
@conorsen Bad harvests in W Africa. From supply lines: β€œIt’s down to shortages andΒ soaring prices of main ingredient cocoa, and β€œeverybody is panicking.” That’s how the head of Guan Chong, one of the world’s biggest cocoa processors, summed up theΒ situation in theΒ market right now.”
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
It’s been a very difficult past few weeks, but I got home in time to see my 10 month old take his first independent steps tonight. I’m very grateful.
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@RunningSignal
Beau King πŸ€–πŸš›
1 month
@jdcmedlock @ImNotOwned There is a lot of confusion around liking someone’s policy and results versus their image first
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
Tender rejections started the week at 14.6% (Sunday figure) and have dropped to just above 13%. It was 18.25% to start the month. Linehaul Spot dropped at least 20 cents this month. This is not how quarter end works.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
@TheStalwart Too busy looking at all retail. It was clear on spending drop since Nov, then flight to wholesale/discounters as upstream or first order sales tanked. I've been watching for months
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
Imagine going to bed with the realization that you’ll either have no job or two jobs by morning.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
I’m going to go out on a limb, and say that if Congress passes a bill guaranteeing leave for one sector, ramifications may grow for the entire American labor force. Rightfully so. This isn’t a criticism.
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@RunningSignal
Beau King πŸ€–πŸš›
7 months
PHX is becoming Ontario 2.0, especially with the new rail line. -- 2 days vs. 3 OTR to Dallas -- 1 day from Calexico/El Paso/San Diego borders -- Better situated between Albuquerque, Las Vegas, and El Paso.
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@blythebrum
Blythe Brumleve
7 months
phoenix distribution near the airport
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@RunningSignal
Beau King πŸ€–πŸš›
10 months
My siblings and I celebrated another boy coming to the family! What a great Virginia afternoon.
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@RunningSignal
Beau King πŸ€–πŸš›
3 months
@historyinmemes VP of Sales talking to the CTO at the executive retreat
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
Low key one of the best inventions of the last century.
@TickerHistory
Ticker History πŸ—ž
2 years
On this day in 1985 Microsoft $MSFT first announced Excel
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@RunningSignal
Beau King πŸ€–πŸš›
3 months
@Rainmaker1973 This is my quant
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
I've been doing weekly intel for over two years now, and regardless of my view on economic activity, volumes, etc, I have not seen contract/spot spreads this wide since I began. Something's gotta give.
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@RunningSignal
Beau King πŸ€–πŸš›
2 months
@kairyssdal I wonder what's led to the pervasive view that anyone can get away with anything if they have enough money or power in this country.
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@RunningSignal
Beau King πŸ€–πŸš›
1 year
Whatever your view of the short term, optimism should grow with your timeline given the magnitude of these investments.
@zanemountcastle
Zane Mountcastle
1 year
Investment in US factories now at $190B per year
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@RunningSignal
Beau King πŸ€–πŸš›
4 months
@firstadopter @markgurman I don’t think I’ve seen one in public. You couldn’t go anywhere without someone standing a little taller with their white earbuds when the airpods first came out.
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@RunningSignal
Beau King πŸ€–πŸš›
2 months
Most of you will never know what it is to be ogled at any time you go in public. To have to answer benign to ignorant questions about how you look. To be put in groups with mentally disabled kids because you’re all the same. To get hugs and healers try to fix you. To see a
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@RunningSignal
Beau King πŸ€–πŸš›
3 years
@girdley Never allowing screens. Don’t let them raise your children, but stop feeling guilty for playing Blippi while you cook dinner or get ready for the day.
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@RunningSignal
Beau King πŸ€–πŸš›
9 months
Hello, I’m Beau. A disabled dad of two. I graduated into the GFC. Didn’t make any money for over a decade. My first house was in any area no one knew but I could afford it. I worked hard, made good decisions, and am better for it. This is a great country. Buck up and keep going.
@conorsen
Conor Sen
9 months
We need more media people who reflect the typical American (particularly consumers of news) - homeowners with no mortgage or a low mortgage rate rather than New York renters.
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@RunningSignal
Beau King πŸ€–πŸš›
2 months
@kairyssdal By this logic, becoming unemployed and losing all income is actually a boon for family fortunes
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
We're either in a backdraft, or goods side demand is falling in place of services. Spot LH down 14Β’ MoM and Contract finally abated a penny. Volumes are down 1,200bps. Can't call the future, but I'm not seeing a robust EOQ. 7 Day imports are climbing, but we'll see in April.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
What if some of the current supply chain crisis is due to lack of fluidity in warehousing because top brands bought and brought excess inventory now making its way through secondary channels but lack of sales is clogging more essential and small business goods?
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
We bought my son a truck themed nursery rhyme book.
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@RunningSignal
Beau King πŸ€–πŸš›
8 months
Surreal to see this shift in real-time.
@JavierBlas
Javier Blas
8 months
MAP OF THE DAY: Sometimes, a picture is worth a thousand words. Container ships heading toward Europe and/or North America, with almost all avoiding the Red Sea (red). More than two weeks after the launch of US-led 'Prosperity Guardian', the Houthis still rule in the Red Sea.
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@RunningSignal
Beau King πŸ€–πŸš›
6 months
I always love these night light maps. c/o @Reddit
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@RunningSignal
Beau King πŸ€–πŸš›
2 months
Thanks to @AdamSinger for the @beehiiv recommendation for a platform to start my newsletter. It was comfortable to use, and I like my first output.
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@RunningSignal
Beau King πŸ€–πŸš›
3 years
Hello, I hope to use this space to ingest, analyze, and contribute to broader discussions around freight and technology. I’ve spent 13 years in the industry and now find myself reporting live from the engine room. Let’s learn a few things, if we can.
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@RunningSignal
Beau King πŸ€–πŸš›
5 days
An update on the freight cycle
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
@MarkTomasovic Sir, that is Hoth.
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@RunningSignal
Beau King πŸ€–πŸš›
4 months
@drvolts I know and am family with some that still support him ardently. Some of these things are desired. If anything runs counter to beliefs, they’ll say, β€œHe’s just a big talker”.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
@maggieNYT @alanfeuer Truly mesmerizing is how this battle is out in the open, taking care of due process, even granting the former President executive bias yet people believe the same institutions stole an election in a single evening, amidst the shadows.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
#2 tells me rates haven’t been low long enough to reorient routes (contract) by moving to TAC and service goal gates.
@RickPalaciosJr
Rick Palacios Jr.
2 years
Supply chain update from PPG today boils it down nicely. Still some red, but signs of improvement.
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@RunningSignal
Beau King πŸ€–πŸš›
10 months
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@RunningSignal
Beau King πŸ€–πŸš›
3 years
@FreightAlley @AaronandML It’s maddening. I look at JP Morgan CC data, payments have dropped off a cliff to start the year. In person was building, but online shopping flat, if both dropping, uh oh.
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@RunningSignal
Beau King πŸ€–πŸš›
1 month
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
Volumes are down now 9% since the start of March, van rejections are down 18%, reefer down ~14%, and van spot LH is now -16Β’. We're in the final week of EOQ. If anything, a ledge will develop, but I expect no grand turn.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
Grief is neither timed nor tamed. Writing my grandfather’s obituary after getting back home today was a sledgehammer of sorrow.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
@NeerajKA Bess is good for a clean 30,000 BTUs a month. We stopped the milk lines. The boys are running a BTC mine now.
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@RunningSignal
Beau King πŸ€–πŸš›
2 months
@nexta_tv This is probably the most metal thing I've seen
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
The best thing America can do is bring every country south as supply chain . Pay for labor and production at marketable levels to bring higher growth and better economic conditions. The Caribbean to Mississippi Delta would boon.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
Happy Father’s Day!
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
Carriers, I highly suggest finding consistency over single load value. Know what you need to run and accomplish it best you can on service and repeat lanes. Link drop opps with resets and weekends. I promise across the industry you can find people to help achieve your goals.
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@RunningSignal
Beau King πŸ€–πŸš›
10 months
Embrace the Holiday PTO Chic. The Dude Advises
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@RunningSignal
Beau King πŸ€–πŸš›
3 months
@jdcmedlock Make America LAN Again.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
It’s understandable to argue about the opinions @FreightWaves folks share, but I can tell you they really care about giving everyone insights about the market.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
As long as we’re writing Twitter memoirs, I’ve learned more about economics, finance, and technology on here better than anywhere or time in my life. To see in real time, what industry leaders think, has been a very unappreciated aspect of this age.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
I have a couple questions.
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@RunningSignal
Beau King πŸ€–πŸš›
5 months
@ResidentialClub Consolidation
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@RunningSignal
Beau King πŸ€–πŸš›
8 months
I know some find Zeihan’s work bombastic, but his views on the reliability of long haul shipping being paramount to resource security and costs shouldn’t be ignored. These systems are more fragile and disruptive than recognized.
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@RunningSignal
Beau King πŸ€–πŸš›
10 months
Me, so far at this conference. Maybe it changes once Brad speaks today.
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@RunningSignal
Beau King πŸ€–πŸš›
5 months
@Noahpinion I don’t think just about anyone can afford their youth. It would be pyrrhic. Likely why there’s so much development in unmanned and autonomous craft. The drone wars are here already.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
@PeterMallouk Say we take out inheritance completely, how many lived in top school districts, had their first car(s) paid for, down payments on their first house, wedding, and/or undergrad covered? It’s about what that wealth provides while their parents have it. Most likely start way ahead.
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@RunningSignal
Beau King πŸ€–πŸš›
3 years
Demand will dive as oil skyrockets. I thought the summer would be truncated to domestic activity, but roadways will be like molasses at another $1/gallon. Wheat and corn are not just for our plate, they feed our food too. Restaurants will slow.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
If you stop looking right in front of your face, and focus on what lies ahead, regularly tweaking your position as new information develops. You will face far less competition. If you’re staying β€œcurrent”, you’re already late.
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@RunningSignal
Beau King πŸ€–πŸš›
1 month
@MattZeitlin Meanwhile, the coatal elite ticket has Yale and UPenn grads.
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@RunningSignal
Beau King πŸ€–πŸš›
1 year
@rrpre How do they fly without the trucks moving anyhow?
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@RunningSignal
Beau King πŸ€–πŸš›
4 months
@TheStalwart I respect their ability to build. They’ve cut through the miles of rigmarole we’ve created for ourselves here with central planning for infrastructure and productive capacity. The 14% savings rate, living in megastructures, with low social safety nets detract, however.
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@RunningSignal
Beau King πŸ€–πŸš›
7 months
As we head into the Spring season, it's a good reminder to keep an eye on Flatbeds. To help, the @SONAR_FW team has recently released the FTI and RTI, national flat and reefer spot measures you can overlay or ingest. We can tell you what happened AND where things are going.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
@rrpre [Sir Ships-a-Lot:] I like big boats and I can not lie You other brokers can't deny That when a tug pulls in with an itty bitty rate And a supership in your face You get sprung, wanna pull up tough 'Cause you notice that boat was stuffed
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@RunningSignal
Beau King πŸ€–πŸš›
6 months
Had to say goodbye to our old boy, Frog, today. He joins his older sister who passed last year. You’ll be sorely missed froggy doggy.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
Volume still slowing, van and reefer rejex too, albeit on less steep a slope. Some Flatbed resistance this last week, keeping at 31%, still 30% below highs. Van spot linehaul RPM down another handful of Β’.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
I’m now a single issue voter. Who ever wants my vote in 2024 must repeal the Dredge Act of 1906.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
I believe as a manager you must mentor. You cannot expect your people to advance by chance.
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@RunningSignal
Beau King πŸ€–πŸš›
23 days
There’s not much you can control. Life is full of limitations. But if you plan. If you’re curious. If you love and care. Life will be alright. Bet on yourself. Work hard. Learn. Do what others won’t or are afraid to do. Appreciate what you have, wherever you are.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
Two ways the housing market β€œbursts” imo, a culling of middle income and up jobs/wages through an unemployment event and/or prices drop > the 5% and less down payments that turn them upside down within a year. Either way, discretionary is getting crunched.
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@RunningSignal
Beau King πŸ€–πŸš›
5 months
This is what comparative advantage used to look like.
@BrianRoemmele
Brian Roemmele
5 months
1986 ad for Marlboro, Pontiac Trans-Am and McDonald’s partnership.
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Beau King πŸ€–πŸš›
3 months
@chigrl Surface Pro is compact enough with all the office tools integrated. Much thinner and lighter than most laptops. I love mine for travel and away from my office
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@RunningSignal
Beau King πŸ€–πŸš›
6 months
This is a freight mullet. Boxes in the front, partial in the back.
@TimothyDooner
Dooner πŸ‡ΊπŸ‡Έ
6 months
Ever pull a dry van / flat bed double load?
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@RunningSignal
Beau King πŸ€–πŸš›
5 months
@TheStalwart No one likes mayonnaise by itself. Everyone loves to add aoli.
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@RunningSignal
Beau King πŸ€–πŸš›
3 years
@JesseKellyDC There are 324k truckers in Canada, 90% were vaccinated as far back as June. There are 38 million Canadians. You’re talking about < 1% of the population overthrowing the government.
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@RunningSignal
Beau King πŸ€–πŸš›
1 year
This will become a National Park stan account for the next few days. We begin tonight in Bozeman and drive straight to Big Sky.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
@AP More people going in to work as well?
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
Where does one find data or information on warehousing square footage capacity and/ or rolling contact volumes/prices? I know of total inventories from the FRED.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
Seems like a game of chicken is developing between inventory and lockdown lift. There are persistent and worsening shortages, but I am not seeing such prevalence as before. If sales were still gangbusters, you would.
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@RunningSignal
Beau King πŸ€–πŸš›
1 year
The taste of Summer is here.
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
Well darn, I was hoping to make the list, but the top 56 logistics accounts to follow must not have had as good a ring to it. 😁
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@RunningSignal
Beau King πŸ€–πŸš›
2 years
Decided another 13 hours in the van both ways would be a lot so we’re testing Thanksgiving week air travel with the 18mo and 3yo. Wish us luck.
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@RunningSignal
Beau King πŸ€–πŸš›
6 months
@TheStalwart Do tariffs reduce trade?
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@RunningSignal
Beau King πŸ€–πŸš›
5 months
Cool view of Amazon’s level of automation in its operations.
@jbryanporter
Bryan Porter
5 months
We toured an Amazon fulfillment center yesterday. It’s unbelievable. Β  Their inventory storage is counterintuitive. It’s organized randomness. Β  β€’ Inventory is stored on moving shelves. Robots take shelves to the pick stations. β€’ Inventory is randomly placed on shelves, tracked
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Beau King πŸ€–πŸš›
2 years
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Beau King πŸ€–πŸš›
9 months
This is why I’ve held onto a sturdier narrative. Per pocket can be down but there are more pockets able to spend. It’s more than an offset, and now real wages are growing with productivity.
@Claudia_Sahm
Claudia Sahm
9 months
There’s MANY MILLIONS more paychecks. This is the first job-full recovery we have had in a very long time. Good!
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@RunningSignal
Beau King πŸ€–πŸš›
3 years
@patrick_oshag DoorDash will inevitably take market share of the last mile of retail, they just don’t realize it yet.
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@RunningSignal
Beau King πŸ€–πŸš›
2 months
Yesterday we were invited to our neighbors pool. We haven’t had much conversation before. Instead of any overthinking I just said yes. She went to Juilliard and he played at Indiana, coached by Bobby Knight. We’ve all become so insular. I want to do a better job of becoming
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