Prologis still in control of what it can control, the rest...
‘Houston, we have no problem’
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
TFII: SOLID AS USUALMAERSK: WEAKENINGF: FALLING OFF A CLIFFAAPL: 'BOTTLENECK IN MAINLAND CHINA'AAPL: CHINA TRENDSDHL: GROWTH CAPEXR: ANOTHER SOLID DELIVERYMFT: HERE COMES THE FALLDSV: LOOK AT SCHENKER PERFORMANCEUPS: A WAVE OF DOWNGRADES DSV: BARGAIN BINKNX: EARNINGS OUTODFL: RISING AND FALLING AND THEN RISING
Exhaustive long read from The Guardian on the rise of e-commerce retail and how the centrality of the B2C supply chains to functioning e-commerce is redefining society. Some of it will be familiar to regular Loadstar readers, but the wealth of detail and holistic narrative structure make it a hugely satisfying piece of journalism. “For thousands of years, human progress was indexed to the ease and speed of our mobility: our capacity to walk on two legs, and then to ride on animals, sail on boats, chug across the land and fly through the air, all to procure for ourselves the food and materials we wanted. In barely two decades, that model has been turned inside out. Progress today consists of having our food and materials wing their way to each of us individually; it is indexed to our immobility.”
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