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While most observers focus on about half a billion dollars of aggregate net losses for the major ocean carriers in the first half of 2018, I am pleased to offer a rather different diagnosis on the health of the container shipping industry, based on cash flow management considerations.

I have not turned bullish yet, but the reminder of the year might be less complicated than many suggest, based on certain metrics.

Pivotal Q3

An alternative approach to gauging adjusted/unadjusted P&L losses is important when ...

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