Price increases in a broad array of categories slowed in June. If supply chains continue to mend, we can expect much more of them... Continue Reading
We are now a long way from 2021, yet it simply doesn't seem like that right now... Continue Reading
Shares of suppliers of microchip parts, like Teradyne and ASML, are offered at steep discount, and the companies are positioned to make profits over the long haul... Continue Reading
Until a year ago, few people beyond the shipping or manufacturing industries had even heard the term supply chain.... Continue Reading
In late September 2021 we expressed our conviction that the supply chain crisis would endure until at least mid-2022.... Continue Reading
When the omicron variant of COVID-19 emerged in December, we did not make changes to our oil demand forecast as we lacked any data. We seem to be right: The explosive spread of omicron does not corres... Continue Reading