I’m not an expert in economics but I was trained in logistics. The just-in-time ordering that was a mainstay of the whole globalization concept has created an historically unique logistics situation where any node that fails now ripples far beyond where it once did with past less vulnerable parts and inventory systems.




https://sloanreview.mit.edu/article/...supply-chains/

https://www.abc.net.au/news/2020-08-...think/12529506


https://www.italy24news.com/News/238627.html


as the SEC makes everyone say, ‘past performance is no guarantee of future earnings.’ It would probably be foolish to believe that we can recover from logistics disruptions nearly as easily as we once could.