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The Bullwhip Effect

Just-In-Time: The Buffer Was Hiding Something

July 25, 2026·8 min read

Cutting inventory frees a lot of cash. The original reason for cutting it was different — stock conceals late suppliers and broken machines, and removing it forces them into view.

Supply Chain and Logistics: The Ocean Is Cheap, the Doorstep Is Not

July 25, 2026·9 min read

Crossing an ocean can cost less per item than the final eight kilometres. Once you see logistics as handling events rather than distance covered, most of the field makes sense.

Semiconductors: Everything Depends on a Handful of Buildings

July 25, 2026·9 min read

Chip design is spread across hundreds of firms. Making the advanced ones happens in very few places — and that single asymmetry explains the shortages, the politics, and the fragility.

The Amplification of Panic: The Bullwhip Effect and Supply Chain Volatility

July 24, 2026·9 min read

A five percent shift in consumer demand stopped the world's car factories. The distortion happens on the way upstream — and it is entirely rational at every step.

Feedback Loops: Why Structure Beats Effort Every Time

July 24, 2026·9 min read

A shower with a four-second lag will defeat anyone. The oscillation is a property of the loop, not the person — and most organisational dysfunction works exactly the same way.