Liberal Forum

Blackvegetable » 28 Jun 2022, 9:54 am » wrote: ↑

28 Jun 2022, 9:54 am

https://finance.yahoo.com/news/inflatio ... 22403.html



It “increasingly looks like markets mistook [the] 'bullwhip' effect of supply chain (including food) for secular inflation,” Tom Lee, Fundstrat’s head of research, wrote in a note Sunday.

 The “bullwhip effect” describes, roughly, the tendency of businesses to over- or under-estimate the amount of inventory they will need relative to consumer demand, resulting in volatility in orders across the supply chain.

 In the case of the past year, retailers over-estimated, leading them to broadly over-order from wholesalers, who then in turn over-ordered from their own suppliers – leading, in aggregate, to a major mismatch between consumers’ actual demand and inventories on hand. The bloated inventory levels at Walmart (WMT), Target (TGT), Gaps (GPS) and other retailers this past earnings season served as recent examples of how this effect played out in real-time.

 “I do not believe companies want to permanently carry higher inventory. It is expensive … and introduces huge balance sheet risk,” Lee said. “Thus, companies will want to trim inventories when supply visibility improves. The logical implication, for me, is prices will come down.”

Blessed are we, Master Vegetable, to live in your era....Huzzah!
 

Your mind doesn't exceed the two sided narratives of either/or vs neither/nor anything other than theories and theologies suggesting life is more than anyone can handle socially, you haven't match wits with an active brain navigating 7 degrees of mismanagement done serving humanity control over population evolving here now.

1. means, motives, methods, opportunities, power, wealth, fame.
2. hope, faith, charity, eternal intellectual life, mayhem, madness, misery
3. 8 great grandparents, 4 grandparents, 2 parenting, arriving great great grandchildren, might become 1 of 2 parents, maybe reach 1 of 4 grandparents, those that reached 1 of 8 great grandparents, rest became extinct that didn't.

21 ways life never exceeds mutually evolving since biologically added into this species present and accounted for since inception all condensed into which, what, where, when, whom, how, why occupying space now.

Oops 28+ ways to debunk relative time theory or supreme intellectual being. Hell I imploded your level 27+ master of denying kinetic genetics in plain sight.