You’ll pay more, and you’ll like it!
Usually, when inflation creeps up, consumers switch buying habits. If beef prices go up, consumers buy more chicken. Or, if the kids’ shoes are too costly at Macy’s, parents might go to Target or Walmart. Generally, that’s not occurring in this cycle. I present those specific names as conceptual examples. Walmart is doing quite well….
By Allen Harris
February 28, 2022
When will supply chain issues ease?
August 2022. Thank you for coming, everybody. Don’t forget to tip your waitstaff. Oh, you came for more than just the punchline? Well, pull up a chair and listen to me weave an oxymoronic tale of educated speculation. (“Educated speculation” — patent pending on that phrase.) I went to college in the early-to-mid 1990s. Back…
By Allen Harris
November 22, 2021
ABCDEFU
“I was into you, but I’m over it now. And I was tryin’ to be nice, but nothing’s getting through, so let me spell it out.” —Gayle (to her ex) and fixed-income experts (to Allen Harris) Before I get into it, they say never bury the lead: There’s an increasing chance that the losses we’ve…
By Allen Harris
March 7, 2022