Supply Chain Shocks

Today is the first day of the 2024 port strike. Dockworkers at ports from Maine to Texas began walking picket lines early Tuesday in a strike over wages and automation that could reignite inflation and cause shortages of goods if it goes on more than a few weeks.The contract between the ports and about 45,000 […]

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2024 Threat Assessment

Summary: There’s a slim chance that no major disruptions happen in 2024 inversely, there’s a high chance that at least one major thing will happen that will cause significant disruptions — all of which end in economic turmoil, either by impacting the price of energy, derailing the supply chain or triggering foolish responses by government […]

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