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FMCSA Killed a Decades-Old CDL Compliance Burden. The Tech-Enabled Fleet Wins. The Legacy Compliance Moat Doesn't.

FMCSA Killed a Decades-Old CDL Compliance Burden. The Tech-Enabled Fleet Wins. The Legacy Compliance Moat Doesn't.

The Federal Register publishes the final rule June 22, amending 49 CFR Parts 383 and 384.

By Michael A. Gayed, CFA 02 Jul 2026
The June 1 Proclamation Split the Metal Stack in Two. Ag Equipment Got Relief. Domestic Producers Lost Their Pricing Umbrella.

The June 1 Proclamation Split the Metal Stack in Two. Ag Equipment Got Relief. Domestic Producers Lost Their Pricing Umbrella.

Section 232 tariffs on agricultural equipment dropped from 25% to 15%.

By Michael A. Gayed, CFA 02 Jul 2026
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This is The Free Markets Report, a brand new site by Michael Gayed that's just getting started. Things will be up and running here shortly, but you can subscribe in the meantime if you'd like to stay up to date and receive emails when new content

By Michael A. Gayed, CFA 02 Jul 2026
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Deregulation is reshaping markets. We track the policy shifts, the winners they create, and the investment ideas hiding in plain sight — free, every weekday.

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