Sta Hungry Stay Foolish

Stay Hungry. Stay Foolish.

A blog by Leon Oudejans
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Demand vs supply

The retail apocalypse never happened (Axios)

Intro LO: I'm surprised by this American news as reality in the Netherlands is only showing more retail bankruptcies and more real estate vacancies. Considering the never-ending gun violence in or nearby American shopping malls, I’m a little skeptic about this Axios article. Perhaps, the retail apocalypse predictions ignored business shifts. The article below...

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Hertz’s Electric U-Turn (Bloomberg)

Bloomberg title: Hertz’s Tesla Fire Sale Portends EV Reckoning No One Wants Bloomberg subtitle: The only ones making out well are used-car bargain hunters. By: David Welch Date: 12 January 2024 “Hertz’s Electric U-Turn Want to buy a Tesla for less than $18,000? Bargain hunters can find Model 3 sedans that cheap following the decision by rental-car giant Hertz...

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‘Derisking’ China-Reliant Supply Chains Is Creating New Risks (WSJ)

Wall Street Journal title: ‘Derisking’ China-Reliant Supply Chains Is Creating New Risks WSJ subtitle: The U.S. and Chinese economies appear to be growing apart. The real story is more complicated, and worrying. By: Nathaniel TaplinDate: 6 january 2024 " “Derisking” the West’s ties with China—shorthand for measures like tariffs to build up supply chains in friendly...

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How Supply-Chain Snarls Made Everyone Wrong on Inflation (WSJ)

Wall Street Journal title: How Supply-Chain Snarls Made Everyone Wrong on Inflation WSJ subtitle: Supply-chain problems might have been much more persistent than economists realized, new research suggests By: Justin Lahart Date: 4 January 2024 "On inflation forecasting, everybody has a bit of egg on their faces. New research suggests that a misunderstanding of what...

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Why would I need or want AI??

Late August, Google invited me to start using Bard (for Local Guides) as I sometimes write reviews. I ignored their invitation. I have no clue why I would need and/or want Artificial Intelligence (AI) for my writing. I do, however, believe in AI for business-to-business (B2B) and even B2C purposes, like AI-4-GP. I had forgotten about this topic until the Washington...

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Surging supply brought inflation down (Axios)

Axios Macro title: Surging supply brought inflation down By: Neil Irwin and Courtenay Brown Date: 15 September 2023 "When inflation is a problem, the central bank raises interest rates. That causes some pain and lowers demand, and price pressures recede. That's what they teach in Central Banking 101. But it may not explain what has happened over the last year;...

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