https://petewargent.com/2023/02/12/todays-shortages-tomorrows-gluts-the-bullwhip-effect/
Today’s shortages, tomorrow’s gluts (the bullwhip effect) | Pete Wargent | International property...
the bullwhip effectshortagesglutspeteinternational
https://www.macrobusiness.com.au/2015/08/the-flaw-in-pimcos-three-gluts/
The flaw in PIMCO's three gluts - MacroBusiness
Aug 4, 2015 - The MSM has gone a bit gaga this morning for a new thesis from PIMCO’s Joachim Fels called The Three Gluts. It’s very much on MB territory so let’s take a...
the flawpimcothreegluts