What's Left Unsaid?

Tue, Dec 14, 2021 - 10:10am

There's not much more left to say here in 2021...an utterly confounding year where up is down, black is white and squares are circles. The "market" reaction to today's PPI just simply fits the pattern.

So let's start there...with the PPI. Again, these are components of future products so, as component prices rise, the manufacturer either has to raise prices or face a margin squeeze and potential losses. It's not as easy as cause-and-effect, but I think you can understand the connection. So, when you see soaring input prices like these, it's reasonable to expect that final...

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