The Distilled Perspective from the Desk of Patrick T. Bulger
Capital Management & Analytics
3) Infrastructure Damage then repair,
The damage done to neighboring countries has been undeniable.
Replacing & repairing that infrastructure takes time and money,
While traditional supply lines are disrupted.
• The Problems:
This continues the optics of a timeframe mismatch,
Supply issues are now, the fix appears to be far away.
• Conclusion Three,
There is no deal that will magically remove mines, take away threats nor repair infrastructure.
The global supply chain is not a flip of a switch nor announcement away from “Normal”.
• More Importantly to You:
• Staying Informed Is Simple:
Global Data, Risk Evaluation & Management for Your Seriously Invested Capital Are Critical.
Remember, I do the complex work for you.
Hit the "Ask" button to add us to your lineup.
Thanks for your time.
Talk soon,
PTB
...