Pat Allen
@rocktheboatmktg.bsky.social
Here for the peace and quiet, market information and analysis, charts, ETF updates, etc. Also always up for digital marketing news. Hoping to recapture the magic of the original place in the early days.
#finsky
#finsky
Reposted by Pat Allen
The slowdown in shipping from Asia we are *already seeing* is likely not about reciprocal tariffs coming into place on Japan, Vietnam, etc. in July. They’re likely stemming from the 145% China and 10% global tariffs.
Not foreseeing those going away soon
bsky.app/profile/bren...
Not foreseeing those going away soon
bsky.app/profile/bren...
Looking at incoming vessels to the Port of Los Angeles (America's largest container port):
1.) This week we're still in frontrunning mode (57%+ YoY).
2.) Next week we're basically at normal (-8% YoY).
3.) Two weeks from now we're in The Bad Place (-44% YoY)
1.) This week we're still in frontrunning mode (57%+ YoY).
2.) Next week we're basically at normal (-8% YoY).
3.) Two weeks from now we're in The Bad Place (-44% YoY)
April 23, 2025 at 11:47 AM
The slowdown in shipping from Asia we are *already seeing* is likely not about reciprocal tariffs coming into place on Japan, Vietnam, etc. in July. They’re likely stemming from the 145% China and 10% global tariffs.
Not foreseeing those going away soon
bsky.app/profile/bren...
Not foreseeing those going away soon
bsky.app/profile/bren...
On the ETF and mutual fund profile pages in particular, they’re not reading Morningstar stars, AUM and other data.
The result: omissions and mis-statements in the answers they're providing.
The result: omissions and mis-statements in the answers they're providing.
April 2, 2025 at 6:00 PM
On the ETF and mutual fund profile pages in particular, they’re not reading Morningstar stars, AUM and other data.
The result: omissions and mis-statements in the answers they're providing.
The result: omissions and mis-statements in the answers they're providing.