The 'Bullwhip Effect'

Buyers and sellers of physical goods are going to be in a hurry to trade with each other before the tariff ceasefire ends. It should be an excellent summer for ship owners. We may see some congestion.

Chiswick, West London

Wednesday, May 14th, 2025

By Tom Dyson, Investment Director

So they’ve agreed to a 90-day ceasefire in the trade war.

Investors are rejoicing and stock prices are surging. The S&P 500 is within 5% of making a new all-time high…

We played our hand perfectly.