Trade wars – let's swallow another pill
Yesterday’s reaction was powerful…
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© Andrei ASKIRKA
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On 21 May, sharing views on ’overheating’ for the world’s benchmark listed forwarder, screening for value I tested one serious-not-so-serious investing approach on your behalf that may have worked, I mused at the time.
Bar currency considerations for the purpose of this column, and luckily: it has worked so far. Pretty well, too, performance-wise.
The big issue
Transport and logistics (T&L) isn’t liked very much, despite new US stock market records of the past few days.
(That stance stood perfectly until 24 hours ago; ...
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