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
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
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
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.
City of Containers
Much attention has been paid to the container cargo situation in the Port of Los Angeles. This is the largest port in the US and one of the largest single supply chain bottlenecks in the world.
The Supply Chain Breakdown Has Begun
It’s unclear if the breakdown can be arrested quickly — or at all. Consumers (and investors) should expect worse effects in the months ahead. How much worse remains to be seen…
What Went Wrong?
Global supply chain delays are something everyone has heard about or experienced firsthand. Yet it’s a subject that very few are familiar with beyond a superficial acquaintance.
Just Another Thucydides’ Trap?
Chinese aggression and the allied response have inevitably triggered questions about the potential for war between China and the US and its allies
Communist Ideology Rules Over Everything Else
The biggest blind spot in the US’s evaluation of communist Chinese intentions has to do with the role of ideology in Chinese policy. Most of the elite analysts assumed that the Chinese were only paying lip service to Marxism and that they were eager to move on to a market-oriented playing field. They could be […]
Jim Rickards: Russia’s Effect on Commodities and US Economy
Jim Rickards discusses how the Fed will position US interest rates in response to the current economy, given the drastic effect of Russian sanctions
