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Cole Harmonson
9.5K posts
Cole Harmonson
@ColeDoesCapital
Dare Capital co-founder and CEO; receivables Factoring + Construction Factoring + Factoring as a Service & co-founder & managing partner @ https://t.co/TjPF3MfH5y
Austin, Texas เข้าร่วม Mayıs 2009
2.5K กำลังติดตาม3.9K ผู้ติดตาม
Cole Harmonson รีทวีตแล้ว
Was at an energy conference today and my mind was blown about how early we are in this cycle.
The partnership between energy + data centers is going to power the trucking super cycle
FreightCaviar 🚛@freightcaviar
We don’t think people realize how big of a boom data center construction will bring to trucking.
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Cole Harmonson รีทวีตแล้ว
Two thoughts from Publilius Syrus
“Anyone can hold the helm when the sea is calm.”
“Seek to please many, and you seek a failure.”
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No fireworks @chriscroom
AEGIS@AEGIShedging
Oil plunges $19.55 as of 7:30 AM as a US-Iran ceasefire unwinds risk premium. Hormuz is “open” but under Iranian control, with coordinated transit and uncertainty around flow normalization. The EIA’s latest STEO reported disruptions peaking near 9.1 MMbbl/d in April.
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Cole Harmonson รีทวีตแล้ว
The backbone of the US petrochemical and plastics industries are not oil, but rather natural gas. Natural gas is 80%+ of the source material in American made petrochems and plastics.
They drive a lot of freight.
US natural gas prices are dropping and projected to get cheaper, as they remain insulated from global markets and are a biproduct of oil drilling.
With global disruptions of natural gas and oil, American industry becomes more competitive, particularly in the sectors where natural gas is the source material.
FreightWaves@FreightWaves
The statement that’s going to ruffle some feathers: Wars are actually good for the domestic freight economy. While it sounds counterintuitive, the data doesn't lie. We’re seeing a massive surge in demand across trucking and rail. Despite a bearish outlook in January, rail bulk commodities are now up 4.1% year-over-year. Full episode: vist.ly/4xgva
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I was on the 17 tee box when he made this shot, it was electric and there is nothing like Augusta National.
Golf Digest@GolfDigest
"The shot of a lifetime!" Rory McIlroy pulled off an all-time shot when he needed it most. 🔥
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Always has been always will be.
Yes.
TJ Bongiorno@TJ_Bongiorno
There’s unlimited money available right now with some work ethic and craftiness
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Cole Harmonson รีทวีตแล้ว
“Rest water walk breath” ~ Jed
Natural Philosophy@Naturalphilosy
“Above all, do not lose your desire to walk.” — Søren Kierkegaard
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Yes. I use most of them.
SubRosa )✿( Magick @subrosamagick.bsky.social@SubRosaMagick
Be honest… does ANYONE actually use these words in real life? 🤣 Bamboozled Flabbergasted Discombobulated Shenanigans Cattywampus Lollygag Malarkey Kerfuffle Brouhaha Nincompoop Skedaddle Tomfoolery Flibbertigibbet Pumpernickel
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Cole Harmonson รีทวีตแล้ว
Trucking just completed one of the strongest quarters on record, with no signs of it slowing.
ISM, the manufacturing sentiment index, came in very strong, measuring the highest reading since 2022. Retail sales for February were also very bullish.
The goods economy is doing exceptionally well right now and all indications are that truckers should have a fantastic 2Q.
Capacity is expected to tighten even further (and rates surge) in coming months with more crackdowns taking place in the backdrop of stronger freight demand.
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Cole Harmonson รีทวีตแล้ว
It makes sense that industrials have been ramping over the last few months.
The One Big Beautiful Bill provided one of the biggest tax incentive packages in history to drive manufacturing investments.
The freight data suggests it is working as intended.
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Jim is the UNC Maxxer General of X
Jim O'Shaughnessy@jposhaughnessy
Two thoughts from Cheryl Strayed “You don’t have a right to the cards you believe you should have been dealt with. You have an obligation to play the hell out of the ones you’re holding” "Fear, to a great extent, is born of a story we tell ourselves."
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Cole Harmonson รีทวีตแล้ว
Cole Harmonson รีทวีตแล้ว
Every single market signal is firming.
This screen is only a few months old, but I can't recall seeing everything in green, all at once.
Q2 is going to be epic for truckers.
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Cole Harmonson รีทวีตแล้ว
Pardon me for being, ahem, pragmatic, but this IS hyperbole.
The thing that's weird about articles like this is they assess a "balance sheet" that doesn't include the US government's biggest assets - its natural resources, land and present value of future tax receipts.
The land and resources alone are worth $100+ trillion. But the taxing authority is the real whopper. The US government has a present and future claim on the output of the wealthiest country that ever existed. A conservative discount rate of 4.5% over 50 years equates this to a $200T+ asset. They love to talk about "unfunded liabilities", but what about the present value of uncollected tax receipts? It's a crazy huge figure....
So no. The wealthiest country in human history doesn't have a bankrupt govt. It has a very poorly run govt that could benefit from being a lot better run, but it's not bankrupt.
Carry on.
Yahoo News@YahooNews
The U.S. government is insolvent. That’s not hyperbole — it’s the conclusion drawn directly from the Treasury Department’s own consolidated financial statements for fiscal year 2025, Fortune reports. finance.yahoo.com/economy/policy…
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Cole Harmonson รีทวีตแล้ว
