The supply chain shocks are going to be felt for a long time. On top of that, stocks have been driven by the credit impulse from China and buy backs for a decade or so.
I'm 50% convinced this will be the trigger for the next big crash.
The supply chain shocks are going to be felt for a long time. On top of that, stocks have been driven by the credit impulse from China and buy backs for a decade or so.
I'm 50% convinced this will be the trigger for the next big crash.