Supply, Demand, and the Saga of the Stucky Bois
evergiven was just the beginning
Last week I wrote about the debt ceiling, inflation expectations, the power and energy crunch, and crypto. Today I wanted to talk about reconciliation and try to draw a line between the supply chain crisis, the energy crunch, and also talk about ~what it all means~.
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PARTNERSHIP!!! This piece is written with my friend Gannon - I offer my thoughts as an outsider, he offers his thoughts as an actual person who lives on a ship. He is absolutely brilliant, and does incredible equity analysis and thought pieces. Subscribe to his newsletter here!
The Crisis
So, there is a combo energy crisis, supply chain crisis, and everything feels bad.
Why?
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