Jan. 7 at 1:31 PM
$GLUE FRAGMENTS — Permission Is the New Spread
This article is about one thing: can goods still move normally?
When shipping gets slower or riskier, it costs more to deliver — and prices move before the economic data.
If the market has felt “weird” lately, this explains why.
When permission tightens, valuation changes — even if demand doesn’t.
HERE:https://cundilldeepvalue.substack.com/p/fragments-permission-is-the-new-spread
$DE $GE
$UNP