Thursday, 7 May 2020

Indicators................from Rico


I do NOT believe that retailers cannot figure out how to keep TP on the shelves, and there are so many logical fallacies in the 'two supply chains: commercial vs. household' arguments I won't waste any time debunking that here.
- I DO rather think that we are seeing a gradual slide into third-world living, where people buy one or two rolls at a time...not a six-pack or 12-pack.
 
Beef redux?
- And Wendy's (which relies on fresh beef btw) is reportedly out-of-beef at roughly 20% of their locations.
- This is yet another 'indication' that not all is well with the supply chains, despite the naysayers and pollyanna's claims that all is well...
 
It's not, and won't be for a while.
- For how long? Wish I knew...
- From now on?.....
 
You don't need a weatherman to see which way the wind blows.

1 comment:

Mark Matis said...

Ah, but Bloomberg insists farmers are stupid!!!