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Supply Chains Are Fascinating
The core of supply anes is really a bustand boom industry. At one point in time it's incredibly profitable, and at other times it's just the worst industry to be in. In two thousand eight, after the last global crisis, shipping was an incredibly difficult position. And then as we get out of the recession, i think something really unexpected happend. The industry showed amazing discipline. They didn't invest that much in extra capacity. Then when kova came along, everybody's intuition, well, we're not going in e capacity forever. Instead of going to the movies, we all order a stationary ba. We order so many more products. But americais big