Author: James A. Giblin

Commentary

Where’s the Beef?

The Contrarian View: The phrase “Where’s the Beef” originated from a Wendy’s commercial in 1984 and quickly became a “cultural catchphrase” used to express skepticism or doubt about the substance of something.

Commentary

A Few Better Ideas: A Contrarian View

Union Pacific CEO Jim Vena claims to have identified a number of rail industry shortcomings that according to him can only be solved by his proposed transcontinental merger between the Union Pacific

Commentary

Irrational Exuberance?

Observations on the TD Cowen/Jason Seidl article, “If All Else Fail, Attempt to Merge.” First, if the railroads lost only 1% of rail traffic between 2014 and 2024 (excluding coal traffic), I