Baltic Dry Index hits new record low....
Pretty clear what's going on in the world these days, global QE continues, inflating asset prices globally, created enormous malinvestment, which strips forward demand from the future, causing progressively less and less demand for goods over time. "It will all end badly"...as the saying going, just a question of timing. Still planning for much higher asset prices this year, before the QE train finally derails.
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