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Tag: Shipping

Let’s Talk Turkey: The Real Inflation Villains

One thing I like about Thanksgiving is the opportunity it presents for stimulating conversation. I’m not talking about heated political debates. Over the years, I’ve figured out a clever way to avoid this entirely. No, I don’t disinvite people I disagree with. I simply prime myself with a couple of interesting, but little-known facts. I wait for the right moment, then drop the bomb … gently, of course. And just to make sure there’s no blowback, I focus on issues where everyone will agree. Republican or Democrat, it doesn’t matter. So, in service of your Thanksgiving table, allow me to offer 2021’s Bauman’s Diversionary Topic™…

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Opportunity Alert: Get Ready for the Shipping Revolution, Part 2

When I finally found it, my shipment was standing on an enormous wooden pallet in the middle of what looked like a junkyard 20 miles outside Washington, D.C. That was as far as they were going to take it. “They” being the shipping company I’d hired to bring some things from Cape Town to Washington, where I’d taken on a one-year consultancy at the World Bank. The freight forwarder in Cape Town had neglected to offer the option to have things delivered door to door. Oops…

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Profit With This Supply-Crisis Solution

U.S. supply chains are gridlocked. Prices are rising on short supplies. Warnings abound of delays in Black Friday and Christmas deliveries. “Get your orders in or you won’t get your stuff until 2022!” is the mantra from retailers to wholesalers to factories. At the heart of it all: massive container ships marooned outside American ports. Ignore all the politically expedient finger-pointing. In today’s video, Ted explains that the fragile economics of one of America’s most important industries put us in this position. And he points out that this jolting experience is certain to create a massive demand in an emerging sector that’s starting to show its stock market muscle. Investing in those companies now puts you on the right side of the supply chain solution!

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