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I think you may find this interesting related to your LNG information. Since the US is such a large LNG exporter there has recently been a backup of vessels at the Panama Canal and LNG vessels are paying a skip-the-line fee to get thru, which of course causes other problems. URL: https://www.freightwaves.com/news/panama-canal-restrictions-are-rerouting-lpg-shipping-flows

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Thank you Bob, I saw a tweet about that go through recently but hadn't looked into it.

My friend Mark Heyer who lives in Panama was recently telling me about the situation there and how the whole country is basically shut down. What a mess!

Thanks for reading 💚 🥃

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Nov 16, 2023·edited Nov 16, 2023Liked by Liberty

The META-AMZN deal may be copying recent success from TikTok shop directing e-commerce to various vendors like temu

Im trying to figure out who the winners of HBM will be out of Sk hynix, micron, Samsung, maybe some rambus?

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Did that video about cinema vs content pop up in your YouTube feed a few days ago too? It did for mine. The algo at work! But it was super interesting. What was his thing, storytelling entropy? I found the topic intriguing, I've been thinking about it a lot since then. Every time I watch a movie.

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I don't remember where I found it -- it's possible!

Yes, it's a good way to compress the complex idea of what makes certain stories and ideas interesting and unique and others boring and stale.

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