Conf call redux: Turning Schenker into DSV
Managing expectations
Memories.
You bet
In a market where the collapse of Archegos Capital Management – led by histrionic fund manager Bill Hwang – carries the “margin call” hallmarks of the mid-2007 demise of two Bear Stearns hedge funds for which their masters Ralph Cioffi and Matthew Tannin were acquitted after being arrested, we had our moment of true excitement in logistics on Friday.
It was then that, almost out of the blue, another stock market record came for DSV Panalpina stock, which rallied over 3% ...
European port congestion now at five-to-six days, and getting worse
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