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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. Samuel Lee‏ @svrnco Feb 14
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      Coronavirus is stoking inflation in China. Seems plausible it could push up costs here, too.https://www.cnbc.com/2020/02/10/inflation-in-china-is-running-rampant-because-of-the-coronavirus.html …

      1 reply 0 retweets 5 likes
    2. Molson Hart‏ @Molson_Hart Feb 14
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      Replying to @svrnco

      So hard to predict these things. On the one hand, holders of inventory, unable to get more, will raise prices. On the other hand, demand may collapse.

      1 reply 0 retweets 0 likes
    3. Samuel Lee‏ @svrnco Feb 14
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      Replying to @Molson_Hart

      Demand doesn't seem to have changed here in the US whereas supply has suffered a severe but hopefully transient shock. If coronavirus gets much worse but is largely contained to China (base case scenario IMO), prices of exports will surge.

      1 reply 0 retweets 0 likes
    4. Molson Hart‏ @Molson_Hart Feb 14
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      Replying to @svrnco

      As you know I'm sure, there's a 1-3 month lag between what happens to Chinese supply and what happens here, depending on the product. That said, while everything points to inflation, I'm wise enough to realize that economies are too complex for me to predict.

      1 reply 0 retweets 0 likes
    5. Molson Hart‏ @Molson_Hart Feb 14
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      Replying to @Molson_Hart @svrnco

      Will we see inflation in prices of cruise ship and airline supplies? What about movie theatres and gyms? Supply shocks, demand shocks, government with it's finger on the guarantee-this, print money-that trigger. Too complex.

      1 reply 0 retweets 0 likes
    6. Samuel Lee‏ @svrnco Feb 14
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      Replying to @Molson_Hart

      We see the relative effects of the demand and supply shocks in China, and inflation is surging there. The US is more exposed to the inflationary supply shock and less to the deflationary demand shock. But I agree these things are hard to predict.

      1 reply 0 retweets 1 like
      Molson Hart‏ @Molson_Hart Feb 14
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      Replying to @svrnco

      Food prices are going up. How about restaurants and movie theatre tickets? I agree that signs are definitely pointing to increased CPI but (repeating myself) I find it just too difficult to sort out.

      10:22 PM - 14 Feb 2020
      0 replies 0 retweets 0 likes

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