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Dave Collum
DavidBCollum
We may be learning that just-in-time inventory management to optimize margins is really is no-margin-for error management. I think it will get worse. Just thinking out loud. You also see
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I have been howling about how the heist occurring under the bailouts. @matthewstoller gives some of the gory details already surfacing. Guillotine candidates...https://mattstoller.substack.com/p/why-private-equity-is-cutting-doctor?token=eyJ1c2VyX2lk
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