The Boock Report

The Boock Report

Share this post

The Boock Report
The Boock Report
And now this...

And now this...

Peter Boockvar
Mar 01, 2024
∙ Paid
Share

I talked again yesterday about the stretched stock market sentiment gauges and now we have this new cover from The Economist, 

Shipping prices receded again as of yesterday with the World Container Index trip from Shanghai to Rotterdam falling by $277 w/o/w to $3,944. On this recent run it got as high as $4,984 after finishing 2023 at $1,667. The cost of a container from Shanghai to LA fell $197 w/o/w to $4,486. It recently peaked at $4,771, after bottoming at $1,939 in December. 

Shanghai to Rotterdam cost of 40 ft container

To the company earnings comments:

Keep reading with a 7-day free trial

Subscribe to The Boock Report to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Peter Boockvar
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share