You Can’t Buy What They Don’t Have to Sell
Nearly two years into the pandemic, our country continues to confront production and sourcing challenges that are leaving, at least episodically, any number of small-ticket items (think toilet paper) and big-ticket items (think new cars) in short supply. Those supply chain challenges along with a…
Is That A Light At The End Of The Inflation Tunnel?
As long-time economic and market observers we appreciate that a single data point does not a trend make; but we also appreciate that any change in trend does take place at an inflection point (i.e., a single data point; of course, that change in trend…