TOPICS AND TIMESTAMPS:
The Unfolding 0:00
ENERGY CRISIS 0:54
MARGIN CALLS 10:07
HUGE SHIFTS 13:23
$GPS INSIGHTS
#1 LOW INVENTORY, HIGH DEMAND, LOW SUPPLY, AND OUTAGES
#2 INFLATION WILL REMAIN, LEAVING SAVERS DESTROYED
#3 HEDGE AGAINST INFLATION AS BEST YOU CAN
Oil at 7-year high after OPEC+ decides on cautious increase
https://apnews.com/article/coronavirus-pandemic-business-economy-prices-opec-54c606517408481b9f99895b168a07cb
Bloomberg Commodities Index Hits Record High - Bloomberg
https://www.bloomberg.com/news/articles/2021-10-04/commodities-index-hits-record-as-world-rebound-meets-shortages?srnd=premium-canada
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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/i6mdjYc4EBUs/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png
Dubai Port Operator DP World Sees Lasting Supply Disruptions - Bloomberg
https://www.bloomberg.com/news/articles/2021-10-01/dubai-port-operator-dp-world-sees-lasting-supply-disruptions?srnd=markets-vp
Power crunch looms in India as coal stocks reach crisis point | Financial Times
https://www.ft.com/content/a3ca4eaa-9ecc-4a81-ad53-4902fae4bd61
bfm4DA5_0.jpg (1015×571)
https://cms.zerohedge.com/s3/files/inline-images/bfm4DA5_0.jpg?itok=odsRxmhY
Amazon (AMZN) Stock Turns Negative For Year - Bloomberg
https://www.bloomberg.com/news/articles/2021-10-04/amazon-turns-negative-for-2021-as-higher-yields-add-to-pressure
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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/il_Rs7oZAaac/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png
Exclusive: Commodity traders face big margin calls as gas prices soar | Reuters
https://www.reuters.com/business/energy/exclusive-commodity-traders-face-big-margin-calls-gas-prices-soar-2021-10-04/
Commodity traders face big margin calls as gas prices soar | Financial Post
https://financialpost.com/pmn/business-pmn/commodity-traders-face-big-margin-calls-as-gas-prices-soar-2#:~:text=the%20sources%20said.-,Commodity%20traders%20face%20big%20margin%20calls%20as%20gas%20prices%20soar,their%20profits%2C%20the%20sources%20said.
ARERA - Energy: Government intervention reduces the impact of increases, + 29.8% for electricity and + 14.4% for gas. Zero impact on families in difficulty
https://www.arera.it/it/com_stampa/21/210928agg.htm
Silicon’s 300% Surge Throws Another Price Shock at the World - Bloomberg
https://www.bloomberg.com/news/articles/2021-10-01/silicon-s-300-surge-throws-another-price-shock-at-the-world
Texas Company Offers Truckers $14K a Week During Tough Times for the Trucking Industry | Engaging Car News, Reviews, and Content You Need to See – alt_driver
https://altdriver.com/country/texas-company-offers-drivers-14k-a-week-during-truck-driver-shortage/
Nord Stream 2 operator starts gas filling of first string - Business & Economy - TASS
https://tass.com/economy/1345509
Fed Prepares to Launch Review of Possible Central Bank Digital Currency - WSJ
https://www.wsj.com/articles/fed-prepares-to-launch-review-of-possible-central-bank-digital-currency-11633339800
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https://cms.zerohedge.com/s3/files/inline-images/cbdcs.jpg?itok=XN6TAl7Z
Statement by Philip Lowe, Governor: Monetary Policy Decision | Media Releases | RBA
https://www.rba.gov.au/media-releases/2021/mr-21-22.html
