Tag: Chips

Supply Chain Crisis Will Not End Anytime Soon – Part 4

The global economy will experience a new supply chain disruption due to renewed lockdowns across China with Shanghai worse than Wuhan.

War Drums as Prices Skyrocket for Used Tractors and Farmland

Despite a pandemic, supply chain crisis, geopolitical & domestic unrest, and inflation, farmland is a big deal. Folks will always need food and a safe place to live.

A Watchlist for Trading the Chip Addiction – Part 2

The just-in-time supply chain for semiconductor microchips fell into the abyss this week as China ordered power cuts to manufacturing facilities.

A Watch List for Trading the Chip Addiction

There are only three major FABs (fabricating facilities) in the world today, with two of them in Asia and one in the U.S. at Intel.