Business, Commodities & Shipping News 2026

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ritholtz.com

Let’s Talk About Cash... - The Big Picture

An interesting article about investors carrying too much cash was in today’s Wall Street Journal. There’s nothing in the piece that is inaccurate or misleading; it’s just a little narrow and could use better framing.1 I want to address five elements that put the issue of how much cash you should...
ritholtz.com ritholtz.com
 
gcaptain.com

Container Rates Extend Gains as Carriers Tighten Transpacific Capacity

Drewry’s World Container Index rose for a second straight week, with higher transpacific rates outweighing declines on Asia-Europe trades as carriers continue to manage capacity amid widespread supply chain disruption....
gcaptain.com gcaptain.com

www.drewry.co.uk

World Container Index - 13 Aug

13 Aug 2026: Drewry’s World Container Index (WCI) increased 1% to $4,339 per 40ft container, driven by higher rates on the Transpacific trade route.
www.drewry.co.uk www.drewry.co.uk
 
Why Global Trade is Diversifying Away From Key Chokepoints

Aug 15, 2026
Mexico’s Interoceanic Corridor of the Isthmus of Tehuantepec, or CIIT, is designed as a land-based “dry canal” connecting the Atlantic and Pacific through rail, road and ports. Officials say it is not meant to replace the Panama Canal, but to offer companies an alternative when global shipping chokepoints are disrupted. The need to find alternatives is urgent - the Strait of Hormuz, the Red Sea, the Strait of Malacca, the Taiwan Strait and the Panama Canal all expose the vulnerability of the global economy to geopolitical conflicts.


13:08
 

What Vietnam’s Gold Shops Taught Me About Money​

Jul 30, 2026 The Flip
Vietnam is one of the fastest-growing economies in the world.
But its currency, the Dong, devalues 3-5% per year to support its export-oriented growth.
When the price of gold rises, Vietnamese people queue for hours to buy more.
Vietnam is fourth in global crypto adoption, with volumes around $200 billion, and the government just banned global exchanges from operating in the country.
What's going on here?
In this episode, we head to Ho Chi Minh City, Vietnam, to explore this gap between the headlines and the realities on the ground.


12:13
 
Scrap Metal Taxes Explained: What You Need to Know

Aug 16, 2026
Are scrap metal sales taxable? In this video, we break down how taxes may apply when selling scrap metal, the difference between personal scrap and business income, and why keeping records matters. Whether you’re scrapping part-time or running a full-time operation, this is a simple overview every scrapper should hear.
Want to find scrap prices across the country? See them HERE: https://iScrapApp.com/
👉 Read more: https://iscrapapp.com/blog/how-to-han...


3:20
 
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