Investopedia: July Rail Data Shows Some Reasons For Worry
The month-by-month rail data provided by the Association of American Railroads through the monthly Rail Time Indicators
publication has always been something to take with a grain of salt -
one month doesn't make a trend and no trailing data report can ever tell
an investor what's about to happen. All of that said, data is now
flashing a strong yellow and investors in transportation stocks, not to
mention industrial and resource stocks, should approach these companies
with some caution.