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TOPICS AND TIMESTAMPS:

Times Are Changing 0:00

PERMANENT INFLATION 0:33

FULL STOP 5:41

DISRUPTIONS AND DEFLATION 10:33

$GPS INSIGHTS

#1 INDUSTRIES ARE AT RISK OF COMPLETELY SHUTTING DOWN

#2 PRICES COULD GO PARABOLIC AS A RESULT

#3 COMMODITIES, MOST BULLISH TRADE DESPITE BEING OVERBOUGHT

bofa transitory inflation meter.jpg (574×370)

https://cms.zerohedge.com/s3/files/inline-images/bofa%20transitory%20inflation%20meter.jpg?itok=BJQSwIfA

Kimberly-Clark Stock Falls on Cuts to Revenue, Earnings Forecasts | Barron's

https://www.barrons.com/articles/kimberly-clark-stock-inflation-earning-51635172414

Shoppers Find Discounts Are in Short Supply This Holiday Season - WSJ

https://www.wsj.com/articles/shoppers-find-discounts-are-in-short-supply-this-holiday-season-11635154202

Prepare for Propane Sticker Shock - WSJ

https://www.wsj.com/articles/prepare-for-propane-sticker-shock-11635026109

Biden has few options to combat surging gas prices amid inflation fears

https://www.cnbc.com/2021/10/25/biden-has-few-options-to-combat-surging-gas-prices-amid-inflation-fears.html

bfm4CDA.jpg (988×558)

https://cms.zerohedge.com/s3/files/inline-images/bfm4CDA.jpg?itok=19t362Lw

Magnesium Buyers Warn Crunch Threatens Millions of European Jobs - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-22/magnesium-buyers-warn-crunch-threatens-millions-of-european-jobs

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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iW1W2RgZEjew/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png

Shanghai stocks boosted by environmental protection firms; property stocks down | Reuters

https://www.reuters.com/article/china-stocks-midday-idCNL1N2RL085

housing slump.jpg (1280×727)

https://cms.zerohedge.com/s3/files/inline-images/housing%20slump.jpg?itok=O9jYmVq8

China energy crisis: Beijing not likely to lift coal ban on Australia

https://www.cnbc.com/2021/10/26/china-energy-crisis-beijing-not-likely-to-lift-coal-ban-on-australia.html#:~:text=China%20is%20facing%20its%20worst,anytime%20soon%2C%20analysts%20told%20CNBC.

Micron DRAM Plant In Taiwan Disrupted by Earthquake | Barron's

https://www.barrons.com/articles/micron-stock-taiwan-51635181972

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https://cms.zerohedge.com/s3/files/inline-images/2021-10-25_06-41-00.png?itok=f9ZA-vpK

A man spent most of his covid-19 business loan on one item, feds say: A $57,789 Pokémon card

https://www.greenwichtime.com/news/article/A-man-spent-most-of-his-covid-19-business-loan-on-16560641.php