While the recovery from COVID-19 continues it seems that there a significant headwinds going forward for the next year.
Shortages - why so many across so many commodities:
1) Lumber 2) Cardboard and Packaging Materials 3) Resins 4) Steel 5) Natural Gas 6) Coal 7) CO2 8) Chips - major impact on auto production 9) Labor
China - a mess unfolding? 1) Evergrande and other indebted property developers 2) Power crunch
The shortages, low interest rates and money printing are leading to significant inflation.
The shortages especially chips are severely impacting and limiting growth, derailing industrial activity and expected to last another year.
Lots of risk in China the world's second largest economy.
I am really not seeing buy opportunities and given the current conditions I'm looking to start selling.
Submitted September 29, 2021 at 08:24AM by stylishskunk https://ift.tt/3AZnegc
