2 Dec 2022 1:09 pm
Supply of everything...Independent » 02 Dec 2022, 1:56 pm » wrote: ↑ Supply of what?
Everywhere I look supply is down. Is that what you mean?
You mean supply of money right? I.e. all the bailouts, and the inflation “reduction” act.
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.