Josh Jidza

Retailers have dialed in inventories relative to where their demand is right now.

We can expect caution from retailers over the coming months because they're just not sure where that consumer is going to be at.

The cost of fuel keeps going up.

And so right now you're betting against, well, if I bring things in faster, maybe I can get them in before the cost of fuel goes up even more than it is already.

If you look at car dealerships, if you look at furniture stores, Whirlpool had that announcement last week that nobody's buying refrigerators anymore.

Back to school is still going to happen in a couple months.

Christmas is still going to happen in December.

It's sort of done by an automated system where it says, OK,

If these factors are met, bid this much money.

Sherwin-Williams Paint would want to run during Property Brothers because they're painting the walls and moving his paint.

Hey, did they just score a touchdown?

Well, let's, you know,

Then run the commercial that we did that says, hooray 49ers, celebrate at Domino's, whatever it is.

Thanks for having me.

Yeah, so 90% of Europe's internet traffic with Asia goes through the Red Sea and most of that through a very narrow street off the coast of Yemen, which is saying repeated cuts over the last few years, which are a bigger problem because of the conflict there.

Yes.

Yeah.

So in 2024, Houthi rockets hit a cargo ship, which the crew then fled.

The cargo ship drifted and its anchor, which was down, cut three cables, disrupting traffic in the region and then as far away as Vietnam.

And then this happened again about a year later.