inflation, supply and demand

Inflation

The idea of inflation, rising energy prices, and growth in emerging economies

I was greatly influenced by Son Ji-woo's "Fear of Oil."

(It may be more of a brainwashing because it is a book I read when I started to be interested in going around the world.)

The one message that remains the strongest in "Fear of Oil" is

Korea can grow real in an inflation/high oil price environment

It's been a long time since I read it, so there may be distortion in my memory.

Since the inflation was revealed, it's clear now

When it comes to inflation, it's a good thing for Korea, so I'm only looking at Korea.

the supply and demand ends

What I'm most concerned about right now is

It means that we should get close to the supply chain in some way.

(Supply side) Resources - Production - Distribution - Service - Consumption (Demand side)

In this trend, the inflationary situation is

Players who are close to the supply chain pick the fruit

I am determined to take a step closer to the supply side

If you're distributing it, you have to step up to production somehow

If you're producing it, you'll get a step closer to the resources.

Investment

Investment is also viewed from the same point of view.

The big fluctuations started in the resource group and the waves came through production and into distribution.

Catch the road, spray traps, set nets, and wait for waves.

Construction rather than new construction or factories, warehouses, land

Manufacturing rather than IT

More than being cool and comfortable, something that's essential and indispensable

Business

One of the recent ideas is that my grit is pretty good

I think I found one after a month.

Fashion