Comment / Supply chain radar: Maersk and Hapag-Lloyd – just troubled or really troubled?

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Before wishing you all a great weekend with your loved ones, and just about a month after the launch of our fast-growing premium service (we are heading fast to 200 club members), I’d like to share with you a bit more about my investment philosophy.

Family stuff

Thanks to falling interest rates, most of the money I have invested in the past 25 years has been in fixed-income securities – sovereign bonds, junk bonds, investment-grade bonds, that kind of stuff.

I do not disdain equity ...