[Solson]

in manufacturing, right now, and for the last 4 weeks, those awake have been buying up any and all inventory available. Just look at "trade working capital"and inventory on hand numbers.

But there is still a problem. While they may have bought up inventory, transportation is a massive issue right now. Can't get it from the factories to other locations across the globe.

2% of our GDP is tied up with supply chain in China. It doesn't matter too much if Chinese plants are back in operation. They're not but even if they were, inventory on hand is short and thus we will see a squeeze play resulting in a lower GDP later this spring.

If there is any substantial breakout in a region of the US, the stores will look like Milan yesterday.

No bueno.

[Black Agnes]

Totally agree.

Going by Kroger this afternoon to get a few more non perishable things.

Just because.

We have neighbors that are shut ins that won’t or can’t really prep. So we’re getting extras for them, just in case.

[Solson]

meant to say 20% not 2% of our GDP.