The word that came up repeatedly from RXO management during the 3PL’s earnings call with analysts was “squeeze.” RXO is facing a squeeze created by contractual rates the brokerage locked in at lower numbers and a suddenly rising level of rates needed to provide capacity into those obligations. And while the call with analysts may have been about RXO (NYSE: RXO), it is reasonable to assume it’s the same predicament that much of the 3PL sector finds itself in at present. The earnings call came soon after R ...

Investment Strategy - The author has not sold the majority of their position, except for an initial $50k USD sold at a 2x profit yesterday [1] - Expectation of "Higher for longer" market conditions [1] Sentiment Analysis - The statement includes sarcasm, suggesting a potentially skeptical or critical view [1]

Higher for longer. https://t.co/mU9TDA70av ...

Higher for longer ...

Group 1 - The article suggests considering preferred shares issued by MetLife (NYSE: MET) in a "higher for longer" interest rate environment, indicating a potential investment opportunity [1] - The investment group European Small Cap Ideas focuses on high-quality small-cap investment opportunities in Europe, emphasizing capital gains and dividend income [1] - The group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1] Group 2 - The analyst has a beneficial long position in the shares of MET.PR.A, indicating confidence in the investment [1] - There is a mention of the possibility of writing put options on MET, although it is unlikely to occur in the immediate future [2]