@billjamesonline I don’t understand your choice of comps here, I’m afraid. This is road OPS for all players between 1990-2020. Helton seems a lot more like Klesko than Cepeda to me. I clipped Helton’s cohort because it’s unfair to compare him to way better guys, Thome or Goldschmidt or Freeman.
There’s a lot of lag in the system before big economic trends, like inflation, reach the mass public. So the data that shipping costs are WAY down since last fall seems like very good news for the economy.