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The bullwhip effect, redux

The bullwhip effect, redux

Good morning. A nice little micro-rally in stocks yesterday, as good results from Dollar Tree, Dollar General, and Macy’s suggested that not every retailer was going to fall into the traps that Walmart and Target did. But there may be more traps laid elsewhere, as I discuss below. Email us your thoughts: [email protected] and [email protected].

And, if you are in the US, enjoy the first long weekend of summer.

Inventories crack…


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Newsom tests positive for Covid

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