Cost Reductions Have Hidden Costs
Why does cost reduction weaken supply chains and lead to breakdowns? The answer is that cost reductions have hidden costs.
The Two Es
The Two Es
The breakdown in the global supply chain can be summarised in two words: efficiency and energy.
What Would Jim Rickards Be Buying Right Now?
What Would Jim Rickards Be Buying Right Now?
Jim Rickards’ Strategic Intelligence Australia is a monthly communique that connects private investors from around the world…as part of Jim Rickards’ global network. Jim Rickards is no ordinary financial newsletter writer…and Strategic Intelligence Australia is no ordinary financial newsletter.
We Have a Transpacific Traffic Jam
We Have a Transpacific Traffic Jam
This turn of events is a good lesson in the law of unintended consequences. Biden’s regulatory ‘solution’ only made things worse and spread out the problem.
The Supply Chain Is Everywhere
The Supply Chain Is Everywhere
Most people think the supply chain is just part of the global economy. That’s not entirely true. The supply chain is the global economy.
A Short-Term Problem or a Long-Term Catastrophe?
A Short-Term Problem or a Long-Term Catastrophe?
The supply chain difficulties will certainly grow worse. Even more troubling is the fact that the remedies will take years and sometimes decades to implement.
The Science of Managing Risk
The Science of Managing Risk
The global supply chains were created, and the cost savings were realised, but now the hidden costs are being revealed. Global supply chains are extremely vulnerable to even minor disruptions.
The Dangers of a Declining China
The Dangers of a Declining China
China’s significance in global commerce is due to its unique role as both the destination for natural resource inputs and the source of manufactured goods.
Efficiency and Fragility
Efficiency and Fragility
What’s at the root of the supply chain breakdown? That’s a critical question, but the answer is almost irrelevant. The supply chain is a complex, dynamic system of immense scale.
An Investment Strategy for the Worst of Times
An Investment Strategy for the Worst of Times
In the 1950s, 1960s, 1980s, 1990s, early 2000s, and after 2009, the US economy — powered by investment, innovation, entrepreneurship, and the plain hard work of its people — promised long-term gains despite short-term pains.
