One thing I like about Thanksgiving is the opportunity it presents for stimulating conversation. I’m not talking about heated political debates. Over the years, I’ve figured out a clever way to avoid this entirely. No, I don’t disinvite people I disagree with. I simply prime myself with a couple of interesting, but little-known facts. I wait for the right moment, then drop the bomb … gently, of course. And just to make sure there’s no blowback, I focus on issues where everyone will agree. Republican or Democrat, it doesn’t matter. So, in service of your Thanksgiving table, allow me to offer 2021’s Bauman’s Diversionary Topic™…
Tag: Supply Demand
U.S. supply chains are gridlocked. Prices are rising on short supplies. Warnings abound of delays in Black Friday and Christmas deliveries. “Get your orders in or you won’t get your stuff until 2022!” is the mantra from retailers to wholesalers to factories. At the heart of it all: massive container ships marooned outside American ports. Ignore all the politically expedient finger-pointing. In today’s video, Ted explains that the fragile economics of one of America’s most important industries put us in this position. And he points out that this jolting experience is certain to create a massive demand in an emerging sector that’s starting to show its stock market muscle. Investing in those companies now puts you on the right side of the supply chain solution!
Shortages in physical goods are everywhere. We’re already hearing warnings that the limited number of ocean shipping containers will make holiday shopping difficult this year. Lack of materials is hurting home builders. The price of beef is rising because there just isn’t enough for everyone. Many believe we have COVID-19 to blame for this. But there is something far more sinister going on here. In today’s video, Ted pulls back the curtain to reveal the real culprits behind these shortages … what we can expect going forward … and how we’ll pay the ultimate price.
A supply shortage forced major vehicle producers, such as GM and Ford, to cut back on production and stockpile unfinished vehicles. And it’s not just carmakers … PPG, Sherwin Williams, Pulte Group and many other companies are feeling the pinch of supply shortages.
With such a massive disruption in supply, how can you know for certain if your investments are secure?
In today’s Your Money Matters, find out why Ted’s advice on “being selective” is so crucial right now.
It’s not just auto manufacturers feeling the pain. Supply chain disruptions are limiting output and sales across many industries. It’s one major factor that’s holding back the recovery, and it’s of paramount importance to stocks. Here’s why.
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