Well, all I can say about that has to do with macro economic events that have occurred, the most macro economic of them all is the godrey daniel pandemic. I could digress but I will defer to what Morgan Housel has said about it.
Christopher Mims, the technology writer for the Wall Street Journal, has written numerous reports about how the pandemic has disrupted how about stuff gets made and how stuff gets moved. 90 percent, my jaw dropped when I read it, of stuff, moves by ship. I could digress further about a book written by Robert Wright, ZERO SUM. My take away is humans on this planet live in an increasingly inter dependent symbiosis. At best, it could be compared to an ordinary human cell.
The reports I get from my news feeds is the current inventory of semiconductors is only a five day supply. Normal is 40 days.
The sand for the world's semiconductors is mined somewhere in the Appalachian region of North Carolina or Tennessee. It is then shipped to SE Asian to be refined into pure quartz ingots.
Isn't that just nuts?
The Scottish commercial fishermen net the cod. That cod is then shipped to China where it is filleted and then shipped back to the stores in Scottland.
That alone tells you how incredibly cheap overseas shipping costs are.
The ports of Los Angeles and Long Beach are probably the most advanced on the planet. Most of the stuff is loaded and unloaded by robotic cranes. Humans don't operate them.
But what does it take to move one of these ships longer than the Empire State building to port side?
18th Century technology.
Fascinating.
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