TANKER FLEETS You will recall that one of the components that allow us to be bullish on the shipping industry is the ability — or in this instance lack thereof — to bring supply back online. Then there is the inflation in raw input materials used to build these monstrous beasts. This, we have argued, … Read more
Walgreens announced that it has begun to ration baby formula amid the supply chain crisis. The rule will go into effect for all 9,021 locations. Customers may only purchase three infant and toddler formulas per visit due to “increased demand and various supplier issues.” Retail sales tracking company, Datasembly, reported that 29% of infant and toddler formula … Read more
Once again, the word “Crisis” is being thrown around. But this is unlike anything we’ve seen before… ➔ Major automakers – from GM to Toyota are shutting their factories. ➔ Analysts are warning that Christmas, as we know it, may not happen this year. ➔ And massive food distributor, Sysco, says it’s going to have … Read more
