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Posts by David Nahass

David Nahass, Financial Editor

Commentary

Ocean of Capital Chasing Trains

This Financial Edge column from the March 2026 issue is a topic recommended by Eric Marchetto, Chief Financial Officer of Trinity Industries Inc., and is a companion to a Railway…
Commentary

TACOs Leave a Bitter Taste in Carbuilder Mouths

FINANCIAL EDGE, RAILWAY AGE FEBRUARY 2026 ISSUE: We now bring you this regularly scheduled reprieve from the UP/NS merger banter.  The constantly shifting landscape of the application of tariffs across…
Commentary

Easter Eggs Are Dropping. Will They Break?

FINANCIAL EDGE, RAILWAY AGE JANUARY 2026 ISSUE: All industries have “drops.” In the world of the sneaker-head it is the release of the latest Air Jordan basketball shoe. For movies…
Commentary

‘We Need a Little Rate Cut Now’

FINANCIAL EDGE, RAILWAY AGE DECEMBER 2025 ISSUE: The holidays always bring the classic tussle between Ebeneezer Scrooge (pre-ghosts) and Santa. In the holiday spirit, Santa (or the true spirit of…
Commentary

Stress on Industrial Growth a Long-Term Rail Economy Negative

FINANCIAL EDGE, RAILWAY AGE NOVEMBER 2025 ISSUE: Just about everybody has at one point in their life mused about the paradoxical nature of the weather forecaster, the most common refrain…
Commentary

Ocean of Liquidity Needs a Home

2026 RAILROAD FINANCIAL DESK BOOK, RAILWAY AGE OCTOBER 2025 ISSUE: Welcome to the 2026 Railroad Financial Desk Book. If you have made it through a tumultuous summer, you have finally…
Commentary

Merger Dialogue: Shades of ‘Pride and Prejudice’

FINANCIAL EDGE, RAILWAY AGE SEPTEMBER 2025 ISSUE: The North American rail media sphere has been dominated by the Union Pacific+Norfolk Southern merger/acquisition and by the inevitable fallout about what will…
Commentary

Organic Growth or Doing More With Less?

FINANCIAL EDGE, RAILWAY AGE AUGUST 2025 ISSUE: Statistics indicate that married couples are better savers and do better financially than single people. It’s not over most married couples’ natural propensity…
Commentary

Rail Insights 2025 Takeaways

FINANCIAL EDGE, RAILWAY AGE JULY 2025 ISSUE: At the 11th annual Rail Insights conference, participants from the Class I railroads and government and equipment sectors discussed the industry for the…
(Bruce Kelly Photograph)

2025 Guide to Equipment Leasing: Managing Through Discontent

RAILWAY AGE, JUNE 2025 ISSUE: A few months into the current Administration, the tariff picture remains unclear. If the goal of today’s economic strategies is to increase domestic industrial demand and…
Commentary

Why High-Speed Rail is Headache-Inducing

FINANCIAL EDGE, RAILWAY AGE MAY 2025 ISSUE: Who doesn’t need a break from government these days? If the tariff instigated stock market rollercoaster isn’t nightmarish enough, the $200 million ad…
Commentary

REF 2025: Searching for Sanity in ‘Interesting’ Times

FINANCIAL EDGE, RAILWAY AGE APRIL 2025 ISSUE: The 39th Rail Equipment Finance Conference, held March 2-5, 2025, reflected an atmosphere of cautious optimism in very uncertain (some say crazy) times,…
Commentary

Managing Through the Unknown is a Full-Time Job

FINANCIAL EDGE, RAILWAY AGE, MARCH 2025 ISSUE: They say that even a broken clock is right twice a day. At this point (45 odd days into the new Presidential Administration),…
Commentary

A Dieter’s Resolve Dies Many Deaths

FINANCIAL EDGE, RAILWAY AGE FEBRUARY 2025 ISSUE: Let’s face it: Dieting is hard. Perhaps you count yourself in the group that makes weight loss a New Year’s Resolution/Priority. Depending on…
Commentary

More Fun Times and Unintended Consequences Ahead?

FINANCIAL EDGE, RAILWAY AGE JANUARY 2025 ISSUE: Politicians and political writers have it easy. Suffering from a post-election malaise? Have no fear! Matt Gaetz to the rescue! Thousands of hours…
Commentary

An Abundance of Impactful Events

FINANCIAL EDGE, RAILWAY AGE DECEMBER 2024 ISSUE: It’s the Holiday Season (cue your favorite version of the Andy Williams classic). It’s the season of giving, and true to the spirit…
Commentary

Will We Stem the Tide or Just Navel-Gaze?

FINANCIAL EDGE, RAILWAY AGE NOVEMBER 2024 ISSUE: It’s the final weeks of the election cycle. A tentativeness seems to overhang business activity among companies shipping by rail. However, when asked…
Commentary

Does Growth Look Like a Boxcar?

2025 RAILROAD FINANCIAL DESK BOOK, RAILWAY AGE OCTOBER 2024 ISSUE: Welcome to Railway Age’s 2025 Railroad Financial Desk Book. If one is not concerned about the tawdrier aspects of certain…
Commentary

There Will Always be a Settlement—at Some Point

FINANCIAL EDGE, RAILWAY AGE SEPTEMBER 2024 ISSUE: Nothing warms a jaded rail equipment columnist more than having an article planned out only to see the headlines grabbed by something so…
Commentary

A CARB By Any Other Name

FINANCIAL EDGE, RAILWAY AGE AUGUST 2024 ISSUE: It’s the dog days of summer. Most of the country is sweltering under extraordinary heat (it was 127 degrees on July 5 in…
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