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Latest Supply Chain Crisis Could Threaten Global Stash Of Food, Energy

Latest Supply Chain Crisis Could Threaten Global Stash Of Food, Energy You probably do not spend much time thinking about barges. This is something that you ought to change. The barge industry is quite important. It’s crucial for moving aluminum, petroleum, fertilizer and coal, particularly on the Mississippi River and its tributaries. About 60% of […]

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World Has Just ’10 Weeks’ of Wheat Supplies Left in Storage, Analyst Warns

A combine drives over stalks of soft red winter wheat during the harvest on a farm in Dixon, Illinois, on July 16, 2013. (REUTERS/Jim Young) World Has Just ’10 Weeks’ of Wheat Supplies Left in Storage, Analyst Warns The world has only about 10 weeks of wheat supplies left in storage amid the conflict in Ukraine and […]

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Plunge of Retail Inventories, Collapse of New & Used Vehicle Inventories: The Shortages Depicted in Charts

Plunge of Retail Inventories, Collapse of New & Used Vehicle Inventories: The Shortages Depicted in Charts Inventories at retailers document this mess.  Turns out, when the US government spends $5 trillion in borrowed fiscal stimulus over 16 months, and the Fed hands out $4 trillion in monetary stimulus over the same period, causing asset prices […]

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Inflation Jumped by 3.8% in Q1, “Real GDP” Rose 1.6%, Dragged Down by Record Trade Deficit and Drop in Inventories

Inflation Jumped by 3.8% in Q1, “Real GDP” Rose 1.6%, Dragged Down by Record Trade Deficit and Drop in Inventories Even the Fed’s repressed inflation measure without food and energy rose 2.3% annual rate in Q1. The US economy, as measured by inflation-adjusted GDP, grew by 1.6% in the first quarter from Q4 2020, according […]

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GDP: Fake News

GDP: Fake News The first-quarter GDP number was released this morning. And at 3.2%, it came in far above estimates. Consensus was about 2.3%. It was also the highest Q1 GDP print since 2015. But there’s probably less here than meets the eye. About half the GDP gain came from a surge in inventories and […]

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What Is The Government Preparing For?

What Is The Government Preparing For? You may not be getting prepared for a major national disaster, but the government sure is.  I have been informed that in recent months numerous emergency food companies have been contacted by the government, and they have been told that their inventories could potentially be seized in the event […]

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“It’s Probably Nothing”: Truck Orders Plunge 37% As Unsold Inventories Soar Most Since 2007

“It’s Probably Nothing”: Truck Orders Plunge 37% As Unsold Inventories Soar Most Since 2007 When we last looked at order of heavy, or Class 8, truck one quarter ago – that all-important, forward looking barometer of domestic trade – we said that even with 2015 in the history books, and as we start 2016 where the […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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