Table of Contents
Inventory overstocking: reshoring, diversification, and inventory overstocking from David Mericle, Goldman Sachs:
Earnings call transcripts show that the share of companies that report plans to target a permanently high level of inventory has increased sharply, especially in durable goods sectors. Our manufacturing sector analysts corroborate this and report that companies in their coverage are targeting inventory-to-sales ratios roughly 5% higher than before the pandemic on average.
Why universal high-speed internet access could be worth trillions:
The myth that most Americans hate their job: Resignations are rising because people are seeing more job listings, not because they’re feeling more Marxist.
Nobody lives here:
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