02-23-2020, 12:36 PM
** 22-Feb-2020 World View: Supply Chain
Of all disasters surrounding coronavirus, the supply chain issue is
probably the best understood, and the earliest to fix. A closed
business goes bankrupt, and so everyone will be looking for ways --
robotics, working at home, hazmat suits, etc. -- to get things going
again. When I said that there would be no "V-Shaped Recovery," I
didn't mean that there would be no recovery at all. I would expect
most companies to be at least partially back in business by summer.
Guest Wrote:> I'm guessing the real threat is the break of the supply chain.
> Just about everything in Wal Mart is from China. Think about that
> as you walk down the isles. Consider the pharmacy section with all
> the prescription and over-the-counter drugs, personal hygiene,
> linens, all the plastic containers, auto parts, tools, soap,
> cleaning products, paper products, etc. Now consider those
> shelves getting empty. Same goes for dozens of other stores.
> What about the hardware stores? What happens to construction when
> there's no nails or screws or saw blades? What happens when your
> local mechanic can't get parts to repair your car? Trains? Ships?
> Outsourcing to China is a curse.
> Great time to be alive. Yeah. Sure it is.
Of all disasters surrounding coronavirus, the supply chain issue is
probably the best understood, and the earliest to fix. A closed
business goes bankrupt, and so everyone will be looking for ways --
robotics, working at home, hazmat suits, etc. -- to get things going
again. When I said that there would be no "V-Shaped Recovery," I
didn't mean that there would be no recovery at all. I would expect
most companies to be at least partially back in business by summer.
