Thad Pollock
@ThadPollockPM, institutional investor, 20+ years. In search of asymmetric opportunity. No investment advice.
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Thad Pollock Reposted
RE: #inflation, supply-chain-chaos-peak-rates situation is feeling increasingly less transitory. More speculation that #shipping crunch could last through the entire year of 2022, if not longer. Here’s latest on the “when will it end?” debate: #containers bit.ly/3uHbV9T
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