The issue is that Raj and Lenz aren’t really driving the bus anymore. It’s DE Shaw calling the shots now. This is unprecedented. They want to potentially trim Express by 30-40 %. Growth in e-commerce = transferring more freight to Ground. Lots of talk about making Express more like UPS.

I hate hedge funds and this whole DE Shaw development both scares me and also has me in a really pugnacious sort of mood, especially with everything we had to put up with throughout the pandemic.

I’m anxiously awaiting April 5 like Bubs and everyone else.