Discovered: Aug 26, 2022 09:04 War and Industrial Policy Zltan Pozsar - Credit Suisse Plus via the network hub’s tweet <– QUOTE: Wars cannot be fought with supply chains that crisscross a globalized world, where production happens on faraway, little islands in the South China Sea, from where chips can be transported only if airspaces and straits remain open...Global supply chains work only in peacetime, but not when the world is at war,be it a hot war or an economic war.

Leave a comment on github