Comment / Supply chain radar: Black Monday 2.0 for logistics on steroids – DSV, APMM, K+N et al...

Remember our previous Black Monday coverage (“1.0”, as it turns out) just two weeks ago?

The headline from late February is here: “Billions wiped off supply chain value – DSV, APMM, K+N et al…”

And then the sadness we shared on other occasions thereafter (click here and here)?

In other words, the market has turned from BTFD to sell-the-rallies of the past week.

Logistics matters 

This being a short and orderly update of how badly things have gone since, the latest stock market hammering comes as I hear ...