Blackvegetable » 02 Dec 2022, 2:09 pm » wrote: ↑
Supply of everything...
Traffic can't move on the Mississippi, hens are getting sick, china's in lockdown....supply of both inputs and finished goods are constrained, and when unconstrained, lumpy, leading to storage and inventory problems.
Thankfully, oil is getting unstuck, chips are coming and inventory should burn off over Christmas.
ok then. I’m in agreement.
It’s definitely not the “booming economy”. It is most definitely broken supply chains and cost of raw goods.