Kuehne, DHL, Expeditors & DSV – top performers (again) if the sh*t hits the fan?

Worst case

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First off, click to expand the table below, please.

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Courtesy of RJ (and also widely circulated on other platforms), one excerpt is here:

“Except for the Railroad bubble which Liaqayat Ahmad has chronicled in his book 1873, when rail road as a sector peaked at 63% of benchmark, every other bubble in last 150 years has peaked with a single sector at 40% of the benchmark.”

Fast forward

And now, the so-called ’AI Big 10? (as defined here) account “for a record …

 

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