@TimmerFidelity: I still believe that we are in a secular bull market that is far from over. As this chart shows, secular bull markets are not immune from recessions and cyclical bear markets. But they tend to be shorter and shallower, and the subsequent rebounds tend to be swifter. https://t.co/H3yFurowei

@LizAnnSonders: Supply chain shock persists: massive spike in shipping cost from China to Los Angeles
@DrewryShipping @biancoresearch https://t.co/er1Nk04XdX