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Challenges of Forecasting in Business and Investing | Zillow‘s Retreat From iBuying

This Week in Intelligent Investing

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Putting More Slack Into Supply Chains

I think those are cases where you can boil it down, maybe at an industry level, and say, all right, we had a multi decade tail. Went from gotalization and taking advantage of the wage differential, like you just said, to wring out every dollar of margin and working capital cency you could possibly generate. And if you're going to reverse that, at least partially now, then i totally agree,. You're going to see wages go up, costs go up, margins go down. There's absolutely inflationary impact there, for sure.

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