I came across this article in the Globe & Mail last week. It caught my attention for two reasons. Firstly, it was an interview with John Sicard who is the CEO of Kinaxis, a company that has been part of our Canadian Equity strategy for a while and secondly, because Kinaxis creates supply chain software. It seems that many of the economies current woes centre around supply chain disruption and this article is a good explanation of what that actually means.
Good read if you are so inclined.
Best,
Livingston Wealth Management Group