Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a brief summary of a detailed note available to paid subscribers.
Shipping disruptions have caused retailers to accelerate their overseas orders. Damaged ocean cargo routes, inflated freight costs and heightened geopolitical risks have led to an early start to the peak shipping season. Retailers are incurring inventory risk in order to mitigate supply chain risks. The Rabid Capitalist expects that inflation will increase as a result.
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