
sr20220421_MoneyHQ
Divine Intelligence, etc
00:00
Yeno, Is There a Supply?
Grocery stores operate on very thin margins. When they have to replace this with something that's ten % more expensive, and interest rates have gone up, their cost of capital can wipe out all their margins. The other thing i notice is there's always weird a sections of aisles t is missing stuff. There's always some section of an aisle or an isle. It's just so there's so much more friction in the economy. So shortage is hiccups, problems. Ya, hiccups right? Hicup. Yes.
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