https://meet.google.com/qvu-rsox-yec?pli=1&authuser=0
shipments are down slightly, just over 2% for the last couple months. (y-o-y).
but... costs are up 30%. that is very bad.
overall, shipments are lower than what they were in 2018 under trump. (this might be due somewhat to the shutdowns still going on in china.
Thanks very much bear!