The Kansas tornado
“Toto, I have a feeling we’re not in Kansas anymore.” – L. Frank Baum We’ve recently talked of the inflationary dynamics as we emerge from the pandemic. We’ve also talked about forward looking data and commentary being incredibly instructive as to what is actually being seen on the ground by businesses. Just like Dorothy in […]
Shot induced shortages!
My builder tells me there’s a shortage of cement and timber, the bike shop says there are no bikes and that tyres are now twice the price to source. The Ford salesperson can’t deliver a transit van for a year. There are semiconductor shortages. Is this going to alleviate any time soon?
