Over the last year e.g. used cars, timber, recently gas and uranium have exploded in price. Especially the timber and uranium charts look like classic bubbles. Is there a way to gauge how much of that price increase was due to "real" supply constraints, i.e. producers / logistics not being able to supply the real demand by consumers of the product, and how much was due to speculators buying up supply to artificially produce a shortage?
Submitted October 08, 2021 at 08:10AM by -JPMorgan https://ift.tt/2Yt3cft
