Nothing is moving fast in China at the moment. 1/3 of the...

Nothing is moving fast in China at the moment. 1/3 of the world's cargo ships are in a holding pattern outside China. The world is about to be in a whole lot of hurt if it isn't sorted quickly. Supply of everything will be crippled.

Everyone is talking about China's zero COVID strategy, but nobody is talking about what they are going to do to maintain it if they even achieve it. I think that China's isolation from the rest of the world is a longterm plan. It might seek to hedge its suppressed growth by bringing the rest of the world down with it.