Relevant and even prescient commentary on news, politics and the economy.

Unfinished Ford Truck Inventory Piling Up as seen from Space

Once again, automotive is building inventory dues to parts shortages. Semiconductors appear to be an issue again or the issue never went away. Much of this is due to automotive OEMs trying to drive parts cost down to the tiers. Many of them are running tight budgets due to the OEMs. They will not hold […]