SG will be done with it in about a month (thread)https://twitter.com/visakanv/status/1228343530478657543 …
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SG will be done with it in about a month (thread)https://twitter.com/visakanv/status/1228343530478657543 …
Too early to say, but you guys should have the easiest time in the world containing it
Manufacturing has stopped... we have plenty of inventory to get through the next few months, but if our factories can't spin back up by then...................
what product / industry?
I know they are being pushed but are there not reports of very low %s of workers and productivity? Streets still empty.
Even the most level-headed, sober experts have been saying the last 4-5 days what many feared early on: buckle up for a long haul journey the likes of which no one alive has relevant experience. It won't be sudden catastrophe but a slow burn crisis with myriad twists & turns.
Two of my businesses depend on factories in China. Tried others and quality was suckage. My mast shipment was light. March is looking like 0-15% of ytd. This will roll up. I supply components for bigger builds. I'm one of three in North America.
Indonesia is going to be a bomb waiting to explode ... no cases as of today, crazy!
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