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Odd Bins – Cutting long HK Equities – TICS Contradict – Shipping’s Pseudo Boom.
Odd Bins – Cutting long HK Equities – TICS Contradict – Shipping’s Pseudo Boom. Investment Conclusion Hong Kong equities are being cut back. The Hang Seng has performed. It’s a proxy for China where things are getting economically tougher. And excess liquidity, judged…
Update: US Import Surge? Port of Los Angeles Update May 15, 2025 - No surge yet!
Port of Los Angeles in-bound container traffic forecast for next three weeks. The forward booking for container traffic (in TEU) until May 31 does not yet show a surge in US imports. The data through May 31 (week 22) are shown in the graphic updated on May 15, 202…
Houthi Attacks - The Consequences
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
The 'Now' Of Supply Chain Disruption
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Contagion - Europe: Asian iceman coming?
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.