hi ep, random thoughts -
the freight rate's gyration and pretty persistent rise is playing havoc with a portion of my business, involving stuff that needs to be shipped, even as generally bullish pricing trends for the stuff that is being shipped is making me happy, however
both the freight and stuff trends are doing damage to the real economy, and i am finding it difficult to take account of the volatility as well as the underlying up up and away trending
mean nasty time, gold and platinum trend up, and money is begetting more money
do not have a good feeling about what is happening, and feel a break must happen soon, else ... i do not know
i feel the crackup boom, am gaining by it, but, gad, it cannot end well
altruistically, tj |