Here we are again. The people who are supposed to know what is going on are not very helpful. There are all the standard economist jokes for times like this. “Put five economists in a room and get five different…

Over the years I have done quite a few talks for NACM Connect groups and nearly every one of them have questions pertaining to the global economy. The supply chain is truly global – from commodities to the intermediate parts…

This edition of the NACM Connect report is a little different. Given the importance of the energy market I thought a deep dive would be useful. These are some observations on the sector and the influence this all has on…