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@J_M_G_B_ "YML ($2609.TW) market cap $ X B 4X 2024 earnings $HLAG market cap $ XX B 9X 2024 earnings $ZIM market cap $ XXX B 1X 2024 earnings Makes perfect sense right *Data compiled by J D McCown"
X Link @J_M_G_B_ 2025-03-15T12:55Z 1334 followers, 2359 engagements

"USTR says China 'deferred' when US reached out for phone call after export controls expansion -"
X Link @J_M_G_B_ 2025-10-12T21:44Z 1334 followers, XXX engagements

"Next : toilet paper embargoed 🤡 🚽"
X Link @J_M_G_B_ 2025-10-15T06:29Z 1352 followers, XXX engagements

"🤡 Tariffs galore but free trade with Argentina Great idea 💡"
X Link @J_M_G_B_ 2025-10-15T03:42Z 1352 followers, XXX engagements

"Another ATH $GLD"
X Link @J_M_G_B_ 2025-10-15T09:08Z 1352 followers, XXX engagements

"China exports to US are now less than XX% share; the shortfall was Lore than replaced by growth to other markets ( plus smuggling) will probably continue diversifying whilst 🤡 taxes its own companies to uncompetitiveness #tradewar"
X Link @J_M_G_B_ 2025-10-15T09:29Z 1352 followers, XXX engagements

"Looks like $ZIM and Seaspan US ownership excess the XX% threshold #port fees"
X Link @J_M_G_B_ 2025-10-10T22:36Z 1346 followers, XXX engagements

"Another ATH $GLD 🙌"
X Link @J_M_G_B_ 2025-10-13T23:54Z 1333 followers, XXX engagements

"Maersk shares hit three-month low on prospect of Gaza deal reopening Red Sea route Hellenic Shipping News Worldwide 2026 might be horrible for liner shipping: E-W trades affected by tariffs new building excess capacity and R Sea normalization"
X Link @J_M_G_B_ 2025-10-10T07:36Z 1334 followers, XXX engagements

"I have sold most of my shipping positions and will probably stay away for a while Will stop posting as well at least until I have something meaningful to share re #shipping topics Cheers"
X Link @J_M_G_B_ 2025-10-15T09:45Z 1352 followers, 2973 engagements

"Precious metal futures up -again 🙄💰"
X Link @J_M_G_B_ 2025-10-15T07:05Z 1352 followers, XXX engagements

"Normalization might still take months but its more likely #shipping capacity might suddenly increase in 2026 This is another reason for having divested from shipping except minor positions"
X Link @J_M_G_B_ 2025-10-15T06:23Z 1352 followers, XXX engagements

"$ZIM et al After golden week holidays TP rates and capacity demand will probably weaken further"
X Link @J_M_G_B_ 2025-10-03T18:58Z 1335 followers, 1741 engagements

"Bauxite and soybeans gaining importance in #drybulk"
X Link @J_M_G_B_ 2025-10-15T09:07Z 1352 followers, XXX engagements

"👀💰 $GLD $SLV $COPX"
X Link @J_M_G_B_ 2025-10-13T23:38Z 1334 followers, XXX engagements

"#VLCCs $100k target $DHT : the under appreciated pure breed VLCC bet"
X Link @J_M_G_B_ 2025-09-10T14:02Z 1334 followers, 1822 engagements

"Ceasefire in Gaza raises hopes of Houthi pause in Red Sea attacks"
X Link @J_M_G_B_ 2025-10-15T06:14Z 1352 followers, XXX engagements

"In its trade standoff with the U.S. China thinks it has found Americas Achilles heel: President Trumps fixation on the stock market #TACO 🌮"
X Link @J_M_G_B_ 2025-10-15T02:53Z 1352 followers, XXX engagements

"$MATX 1st port fee bill 💵"
X Link @J_M_G_B_ 2025-10-15T09:36Z 1352 followers, XXX engagements

"#ceasefire If it holds Red Sea normalization could follow in 2026 But ME ceasefires are often disrupted before implementation $ZIM et al #shipping #carcarriers #tankers #Drybulk"
X Link @J_M_G_B_ 2025-10-10T07:47Z 1347 followers, XXX engagements

"@lzab1453 Tankers are affected too; it worked on the upside and will work downhill too"
X Link @J_M_G_B_ 2025-10-15T09:31Z 1352 followers, XXX engagements

"Its really a nightmare: US-listed shipowners roll with the punches amid war of port fees"
X Link @J_M_G_B_ 2025-10-15T09:03Z 1352 followers, XXX engagements

"$ZIM share price languishing on post golden week trade weakness and peace talks"
X Link @J_M_G_B_ 2025-10-10T07:39Z 1341 followers, XXX engagements

"Port fees are meant to cover the cost of accepting a vessel in port : its not supposed to be a tool to wage #tradewars"
X Link @J_M_G_B_ 2025-10-15T03:56Z 1352 followers, XXX engagements

"$GLD #debasementtrade"
X Link @J_M_G_B_ 2025-10-13T23:54Z 1335 followers, XXX engagements