The per-share-earnings number beat consensus in part due to a lower-than-expected tax rate. Total revenue was up 9.6% year over year, driven by strong pricing power and higher volumes, but operating income of $168 million fell short of analysts' $179 million target. Robinson, after markets closed Tuesday, reported third-quarter earnings of $1 per share on revenue of $4.2 billion, besting Wall Street expectations for $0.97 per share in earnings on sales of $3.88 billion. The company's earnings-per-share number actually came in ahead of expectations, but operating income was light, and the next few quarters are shaping up to be a challenge for the transportation and logistics company. Robinson Worldwide ( NASDAQ:CHRW) traded down 10% on Wednesday following the company's earnings report. When not arguing on Twitter or writing about the markets, Lou spends his free time out in nature, complaining online about the Baltimore Orioles or Watford FC, or listening to early 1990s alt rock.

He spends a lot of time these days focused on the industrials and financials. Lou has followed the markets for more than two decades, developing extensive contacts including industry leaders, consultants, regulators, and labor representatives.