24 August 2026
OceanX: Seoul beckons; Zim’s $183 (outperformance); trade wars back on

Greetings from Seoul! Reached South Korea finally on Thursday last week after a quick stop in Shanghai to catch up with a colleague and have some local dumplings. Great to be back. My last trip out here was in Jan 2023, when the remnants of the pandemic were still present. Nice to see Seoul fully back… being able to look into people’s beautiful faces instead of facing masks everywhere (the country is a ...
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