TOPICS AND TIMESTAMPS:
Could It Be? 0:00
1970’S OR 2020’S? 0:34
CRISIS AND SOLUTIONS 4:14
CHINA SLOWDOWN 10:33
$GPS INSIGHTS
#1 IN ADDITION TO SUPPLY CHAIN PROBLEMS, HISTORIC MONEY PRINTING
#2 MASS SPECULATION FROM RETAIL INVESTORS
#3 FED HAS NOTHING LEFT EXCEPT ENDLESS CONFETTI CREATION
Paul Tudor Jones says inflation could be worse than feared, biggest threat to markets and society
https://www.cnbc.com/2021/10/20/paul-tudor-jones-says-inflation-could-be-worse-than-feared-biggest-threat-to-markets-and-society.html
Is Stagflation Coming Back? Economist Sees Parallels With the 1970s—and Big Differences. | Barron's
https://www.barrons.com/articles/stagflation-1970s-economy-51634916550
A Stock Market Malaise With the Shadow of ’70s-Style Stagflation - The New York Times
https://www.nytimes.com/2021/10/13/business/stocks-inflation-stagflation.html
U.S. Inflation Forecast: Janet Yellen Expects High Level Into 2022 - Bloomberg
https://www.bloomberg.com/news/articles/2021-10-24/yellen-expects-high-inflation-through-mid-2022-before-easing
Copper’s Wild Week Throws Spotlight on Straining World Economy - Bloomberg
https://www.bloomberg.com/news/articles/2021-10-24/copper-s-wild-week-throws-spotlight-on-straining-world-economy?srnd=premium-canada
Palm Oil Surges to Fresh All-Time High on Edible Oils Shortage | Financial Post
https://financialpost.com/pmn/business-pmn/palm-oil-surges-to-fresh-all-time-high-on-edible-oils-shortage
Ryan Petersen on Twitter: "Yesterday I rented a boat and took the leader of one of Flexport's partners in Long Beach on a 3 hour of the port complex. Here's a thread about what I learned." / Twitter
https://twitter.com/typesfast/status/1451543776992845834
Flexport: Trans-Pacific deteriorating, brace for shipping ‘tsunami’ - FreightWaves
https://www.freightwaves.com/news/flexport-trans-pacific-deteriorating-brace-for-shipping-tsunami
Shadow inflation: Shipping costs are up way more than you think
https://www.freightwaves.com/news/shadow-inflation-shipping-costs-are-up-way-more-than-you-think
COP26 Should Scrutinize ADB-Backed Coal Plan for Southeast Asia - Bloomberg
https://www.bloomberg.com/opinion/articles/2021-10-24/cop26-should-scrutinize-adb-backed-coal-plan-for-southeast-asia?srnd=premium-canada
goldman contaction vs ppi surge.jpg (1010×380)
https://cms.zerohedge.com/s3/files/inline-images/goldman%20contaction%20vs%20ppi%20surge.jpg?itok=iT2S9RCH
covid property tightening.jpg (997×397)
https://cms.zerohedge.com/s3/files/inline-images/covid%20property%20tightening.jpg?itok=3Aj1DHQo
housing contribution to GDP.jpg (776×538)
https://cms.zerohedge.com/s3/files/inline-images/housing%20contribution%20to%20GDP.jpg?itok=SnjnfwdA
Goldman China GDP table.jpg (505×374)
https://cms.zerohedge.com/s3/files/inline-images/Goldman%20China%20GDP%20table.jpg?itok=Ge1taI7L
Chinese Economy Risks Deeper Slowdown Than Markets Realize - Bloomberg
https://www.bloomberg.com/news/articles/2021-10-23/chinese-economy-risks-deeper-slowdown-than-markets-realize
