The anticompetitive agreement on transpacific trade got bigger. Two agreements merge into one. The outcome will be price ‘fixing’ or rationalization. An attempt to overcome the downward push of freight rates in perfect competition. Look for container rates to stabilize.
Transpacific carriers discuss round-trip economies – Lloyd’s Loading List.
Posted in Shipping
This financial blogger passed on the remarkable video below. It is an interesting comment on how we judge probabilities, and often are wrong.
We Suck at Probabilities | Above the Market.
Here’s the video of Kahnemann and Taleb.
Posted in Investing, Microeconomics, Strategy
An interesting set of articles on this topic which is very important in our new way of solving infrastructure problems.
bcg.perspectives – Meeting the Infrastructure Challenge with Public-Private Partnerships.
Posted in Strategy
Supply Chain Digest Port Technology International Marine Link
Supply Chain and Logistics 