The Thread
What's Coming Hasn't Arrived Yet
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Why the oil shock, the shipping cost spike, and a $16,000 EV all point to the same thing: what's coming hasn't arrived yet.
In this first issue of The Thread, I pull at the connections running underneath a few stories clients have been asking about — and find that the economic consequences of the Iran conflict haven't fully arrived yet. They're on the water, literally. Understanding the…