This is a HUGE message.

https://www.theatlantic.com/economy/archive/2025/05/trump-tariff-shipping-ports/682673/

by sovalente

9 comments
  1. The ports are 100% the canary in the coal mine. Now we’re at a point where a significant portion of the market are saying the canary is going to get back up and the other half are trying to fill their pockets with pay dirt before heading to the exit.

  2. I heard the same message in 2020 and missed out on the biggest market rally in recent days.

  3. One source I trust for this information is the [*What’s Going on with Shipping*](https://www.youtube.com/@wgowshipping/videos) channel on YouTube; the channel’s host is a former merchant mariner (both afloat and ashore), and has a Masters degree in maritime studies, and a PhD in maritime history. He started the channel during the Suez Canal accident.

    His [most recent video (May 1)](https://www.youtube.com/watch?v=YXkWbhAQK5c) says that, although shipping is down week-over-week, we still have plenty of inbound volume; the biggest problem he sees on the horizon is ensuring that we get empty containers back to China. The video is reasonably short, and worth a review if you’re planning on making financial decisions based upon vibes on social media.

  4. The stock market is under the impression trump or 2/3 of congress will stop this “soon”.

    A discharge petition in house seams unlikely. Trump declaring victory and ending tariffs is a maybe. If Trump can say CI kissed my ass.

    I do not see XI kissing Trumps ass to stop this. China has internal politics. XI’s personal life prior to running the CCP was being a big fish in a small pond in the provinces of China. He probably has not kissed anyones ass in 40 years.

  5. Everyone who knows anything knows we are heading into recession and they are just looking to pump up the stock prices and sell at the top.

    Only fools are buying right now with the expectation stocks will only continue going up.

  6. Bro. Inventories are heavily built up last few months due to tariff front running.

    Port traffic will be artificially suppressed for a few months. Stock mkt knows

  7. Tariffs will obviously reduce port activity as domestic business ramps up. Pretty logical.

    Why is everyone freaking out?

  8. Of course it’s down. All the containers are going to Mexico now. Huge population of Chinese in Mexico. Makes complete sense why there is a terrible fentanyl problem here in the USA. Well, if now the Chinese are brokering deals with the cartels like the USA, which I’m sure they still do, maybe Trumps pissed off at them for fucking with china hahah. Power wars are at play right now people pay attention and look beyond the scope. Alot, of Weird conspiracies going on and who knows anything to be true anymore. Now, it’s all perspective, and please dont get caught up in credentials people. We know the more credentials you have the bigger network you have to be paid off with. Of course you wanna put some news out there duhhh $ In my perspective the average Joe might know more. don’t get caught up in the hype, remember and think/believe everything is paid for any publicity, or just straight paid off hahaha. However, I heard that’s how the Chinese are retaliating against the USA. Didn’t we back in the day fuck the Chinese up with I think heroin or some shit like that?

    This bullshit has been going on for along time now.
    Do yall remember back in 2019-2020 JP Morgan owned cargo ship containers getting busted with containers filled with fentanyl? That story disappeared quickly.

    What’s weird is now everyone are blaming tariffs for lack of imports but those same containers are arriving at the ports just a few miles down from San Diego haha..
    people tariffs are just the excuse & blindfold.

    cartels are getting the containers now and the Chinese are opening up manufacturing by the droves in Mexico right now and human trafficking has exploded. Watch the show Lioness I think on Paramount. Will give you a lot of insight. In my opinion that’s probably why Trump is wanting to kick all the Mexicans out. He’s wanting to shut the doors at all boarders. Who knows 🤷‍♂️ this is only perspective. God Bless 🙏🏼

  9. That’s a lot of containers! Or maybe not enough! I don’t know even when the picture was taken!

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