INFLATION WILL SUBSIDE IN ....2035
TWITTER THREAD HERE Thanks to Tom again for these supply chains links. The content is the best explanation why supply chains keep breaking down and there is absolutely no chance of subsiding inflation (meaning fixing supply chains) until 2035 the earliest. 1/ thread Incora’s bankruptcy sends a warning signal to aerospace supply chains. Supply chain and caught between supplier and customers supply chains. And the financial squeeze. https://supplychaindive.com/news/incoras-bankruptcy-aerospace-supply-chains/652433/ Incora has 7000 suppliers and 8400 customers. From 2020-2023 two problems occurred: 1) Delivery time doubled from 9 to 18 months from 50% of goods. 2) Higher price inputs from rise of prices of raw materials, which they couldn't pass on to customers as they have long term contracts. 2/ Okay, now SCALE IT UP folks, SCALE IT UP. There are 334 million businesses globally. To repeat: There are 334 million businesses globally. 3/ Almost all of them are having the exact same pro