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This is overall an optimistic take, because both supply and demand will sort themselves out in another 6 months, no? ht
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By now, you’ve probably heard that global supply chains are in a state of disarray. Here's a simple breakdown of what’s causing it:
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yeah fair, I don't really have the background myself if it turns out to be a longer-running change, I feel like I'd update toward its being symptomatic of...idk, some other bad macroeconomic thing
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With you on the first three! Peter Zeihan talks a lot about this I also wonder about some finance/monetary implications the homeshoring connection (== wfh) is not so obvious to me
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