Game Over (Game On?) for Financial Markets?

[drvnkd]

@JayS

I like the free email updates I get from seeking alpha every day. Not enough that I pay for their service, but my stock investing is just play money on the side.

I should have bought ZIM on the Houthi attacks but expected it to drop more before NATO got serious and bombed the fuck out of the rebels who keep attacking ships. The 16 site strike last night with promised heavy retaliation by the Houthi’s makes ZIM an interesting one to watch the next few days. Shipping volume will just continue to double and triple for some time so being able to get in low on some maritime shipping stock because of a short term regional conflict is probably a good bet.

@JayS That tracks. Freight companies have been screwing me thanks to the issues in the Panama canal. I have had shit stuck there for over a month.

I did hear something about traffic in the Suez going down due to conflict also.

A lot of stuff is getting rerouted around South Africa and I there will likely be capacity problems once all the ships have to take the long route.