iiinova — where your digital self keeps evolving

Beau @runningsignal.com · 03/10/2026

Went to Sweetwater Creek State Park outside Atlanta today. It has neat ruins of an old mill. Beautiful day near the water.

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Beau @runningsignal.com · 29/09/2026

Interesting piece here by Purdue's Roberto Gallardo about population changes and talent across the country. pcrd.purdue.edu/wp-content/u...

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Beau @runningsignal.com · 29/09/2026

Who to believe? The government or the government?

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Beau @runningsignal.com · 29/09/2026

Pretty cool view of Soybean harvest activity and how that spills into truckload markets.

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Beau @runningsignal.com · 28/09/2026

Heyyooooo, going to be on stage at F3 next month talkin’ about the freight world. Will share a link when closer if any interested in listening in.

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Beau @runningsignal.com · 28/09/2026

Going to flex on ‘em in the Zubaz today. Bringing the alpha to the office.

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Beau @runningsignal.com · 27/09/2026

Our goods baskets are much smaller than they were in Covid, coupled with higher profits, keeps this pass thru more muted than what is feared. It is nonetheless continuous as high energy prices cement into transportation budgets, pushing up costs further. Also pushing for further diversification.

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Beau @runningsignal.com · 27/09/2026

Found my sketchbook. Drawing a basket of apples tonight.

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Beau @runningsignal.com · 25/09/2026

I wonder where the 18% are

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Beau @runningsignal.com · 25/09/2026

Now that the flurry of data center projects go to hibernate and we mix in fuel shocks and tightening credit it would make sense to be keen on headwinds coming, but truckload tender volumes and inbound ocean containers. Nothing magical, but both moving over last year. No Q4 fallouts IMO.

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Beau @runningsignal.com · 24/09/2026

Do not tell anyone on here people experience inflation differently. www.newyorkfed.org/research/eco...

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Beau @runningsignal.com · 23/09/2026

Awesome analysis by Bloomberg from Laura Curtis and Chris Kennedy showing the hurdles in building a high end bike in the U.S. during this volatile trade policy and impacts. www.bloomberg.com/graphics/202...

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Beau @runningsignal.com · 20/09/2026

As a business, transportation is terrible for any sense of float. It is reverse. So many costs come up front and need to clear well before invoicing clears. These transaction costs grow as you hit limits to even fill the tank.

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Beau @runningsignal.com · 20/09/2026

Getting crushed by lesser competition. Checks.

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Beau @runningsignal.com · 18/09/2026

Part of the problem with fuel inflation is that it pushes spot rates up. Spot carriers are paid all-in, meaning inclusive of fuel and moves faster than contract. That disparity puts pressure on the rest of the portfolio, the largest share of freight bills. Contract linehauls are now 9% higher YoY

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Beau @runningsignal.com · 18/09/2026

Wild to watch the average length of haul collapse the last two years as short haul volumes dominate. CSTVI and SSTVI and < 250 mile runs.

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Beau @runningsignal.com · 15/09/2026

The banks reporting lower truckload demand are seeing composition effects versus aggregate. They have legacy retail and manufacturing sectors that are as anemic as reporting suggests. AI capex just isn’t jamming the same channels. Miller’s ton-mile index shows the aggregated demand cycle spike.

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Beau @runningsignal.com · 14/09/2026

What benefit is there really with high GDP growth when you jam up unemployment and shift the workforce into lower wage roles? www.anthropic.com/institute/ec...

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Beau @runningsignal.com · 14/09/2026

Had my first robot waiter experience outside Atlanta.

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Beau @runningsignal.com · 11/09/2026

We all know this ain’t happening. What’s worse is the packaging. What is the point of the tariffs for revenue generation if we’re giving it all back? And if so, in what capacity is it a dividend versus a refund? And we’re already refunding business with the same pool.

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Beau @runningsignal.com · 08/09/2026

Someone finally put it in an interactive chart. The Starbucks is costing your retirement experience.

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Beau @runningsignal.com · 06/09/2026

Last hike in my local park before heading back South. Beautiful morning for it. Finished 3.5 miles of trails.

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Beau @runningsignal.com · 04/09/2026

Woah, Richard Baldwin, Professor of Economics at MIT shows the silent retreat of tariff impacts vs the bluster shown some the Supreme Court ruling. Most eye opening is about the 50% rates imposed on Canada actually impacting 5% of sales. Less than 1% of total US. www.linkedin.com/pulse/how-am...

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Beau @runningsignal.com · 03/09/2026

Logging onto the betting apps

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Beau @runningsignal.com · 02/09/2026

Why some patience is needed on the does AI make us more productive front.

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Beau @runningsignal.com · 02/09/2026

A wallet. But now you have to connect to the Internet to use it.

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Beau @runningsignal.com · 02/09/2026

I think you could find pretty quickly how the public sees these glasses by how often they buy them in public vs online. Like sex toys.

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Beau @runningsignal.com · 01/09/2026

It is worth stepping back sometimes and realizing just how long and strange a trip it has been on many economic fronts.

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Beau @runningsignal.com · 30/08/2026

These boxes are near 40 years apart. The pursuit of optimization has diluted so much.

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Beau @runningsignal.com · 30/08/2026

Donald the Duck. Yea, that will be a good little phrase to repeat as we exit the Midterms.

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Beau @runningsignal.com · 30/08/2026

This may be a real time experiment in labor and prices using automation. The first is externalities for labor we don’t see yet, like machine maintenance. These jobs will not equal prior driver numbers but they exist outside the idea you just cut labor costs because the drivers are out.

Story shared about Lyft drivers now cleaning out Waymos as driving automates.

https://www.businessinsider.com/lyft-drivers-waymo-robotaxi-jobs-automation-2026-8?gift-id=cgenTdNagGZj9EBz9U2Hzw

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Beau @runningsignal.com · 30/08/2026

The point of the Grand Theft Auto game is to identify with the character.

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Beau @runningsignal.com · 29/08/2026

I wrote about trade imbalances and how the American service industry accounts for the highest value in goods sold. You can may mftg more but there goes marketing and pricing. Now it’s harder to sell what you make. You get the gist. Snips below the link. runningsignal.beehiiv.com/p/the-global...

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Beau @runningsignal.com · 29/08/2026

Seems to be a big contingent in Eastern Ohio. Not sure if the county sits in or just North of that area.

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