Thanks for posting the link. I’m not normally a big fan of “hair on fire” Tyler Durden, but that piece was great. A comment posted at the article...and I agree with the poster:
brooklyn62
19 hours ago
Perhaps one of the best articles I have ever read on ZH. Written in an informative, instructive way for all to understand.
I agree as to the hair on fire comment moov.
I was actually involved in the shipping business. I chartered many a cargo and many a ship up to a few Panamaxes. Was also exposed to a lot of container biz.
The article gets to the heart of what is going on and why.
On some things ZH is spot on. On others they are a tad loony and a very critical eye is needed.
In this article, the info and analysis is sound.