4Mon·

Rising transport costs by sea - another driver of inflation alongside the price of oil


Prices for container freight, solids and liquids by sea are already going through the roof again.


The demand for chartering container ships is currently on the rise.


Demand can hardly be met.


In my opinion, inflation will rise considerably and the interest rate level set by the Fed will be maintained, if not increased.


If interest rates are loosened, then there will be a super disaster.


PS: $MPCC (+3.07%) MPC Container Ships ASA and $ZIM (+5.61%) ZIM Integrated are also making good gains.


What does that mean? Invest anti-cyclically. In what, for example? - REITs. When? As soon as inflation and interest rates fall sustainably and persistently. Keywords: bottoming out and trend reversal.

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5 Comments

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Bw LPG, MPC Container Ships and Cosco are therefore in my portfolio 😁. If the Reit is healthy and prices fall due to interest rates, buying anti-cyclically can also be an option.
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Dividendenmonster

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