Seth Holm

Seth Holm is a Senior Research Analyst for the Freight Intel Group at Freightwaves, which publishes proprietary research on all things transports and logistics. Most recently, Seth spent 9 years as an analyst covering consumer and technology, media and telecom (TMT) stocks at a hedge fund. Prior to that, he was as an analyst at a high net worth wealth advisory firm. Seth is a graduate of the University of Georgia with a major in Finance.
Nov - 2019 -
01 November
Oct - 2019 -
Sep - 2019 -
Seth Holm

New truck orders running below replacement demand should boost carrier profits in 2020

The Seasonally Adjusted Annual Rate (SAAR) for new Class 8 truck orders in 2019 is trending at approximately 150,000. Note that this number includes orders for interstate, intrastate and private fleets. We estimate total replacement demand in the neighborhood of 250,000 to 300,000 trucks annually based on there being roughly 1.6 million total for-hire tractors in […]

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13 September
Seth Holm

National freight volumes closing in on two month winning streak

National outbound tender volumes and rejection rates support brewing optimism surrounding trucking market

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06 September
Seth Holm

Broad strength in freight volumes nationally as Dorian approaches East Coast

National outbound tender volumes were up 3.6 percent year-over-year this week.

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Aug - 2019 -
30 August
Jun - 2019 -
26 June
Seth Holm

Freightwaves Freight Intel: Autonomous trucking will be an evolution not a revolution

The FreightWaves Freight Intel Group has released another study – this one on autonomous trucking. Read what they foresee for the trucking industry and drivers in the years ahead.

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