Mostly agreed. I'm a little leery that the current energy prices are being brought in as part of the reasoning on this - the inventory surplus and consumer demand shift was well underway when the bullets started flying in Ukraine. But again, I'm paranoid, and see scapegoatism everywhere...
Jan. 12, 2023, 9:27 a.m. - Mike Ferrentino
Mostly agreed. I'm a little leery that the current energy prices are being brought in as part of the reasoning on this - the inventory surplus and consumer demand shift was well underway when the bullets started flying in Ukraine. But again, I'm paranoid, and see scapegoatism everywhere...