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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum

GLD 387.88

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Nov 28 4:00 PM EST

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Pogeu Mahone

To: Haim R. Branisteanu who wrote (157214)	4/27/2020 1:38:56 PM
From: Horgad	1 Recommendation Read Replies (1) of 218118

I am going to speak from the US perspective but it seems to be similar in other places. Anyhow with TP and other products what we had was a simultaneous and opposite demand shock on two distinct markets. On one hand demand for commercial toilet paper dropped precipitously as offices, schools, restaurants, etc. were closed. On the other hand, demand for household toilet paper rose dramatically. To put it crudely more people at home means more shting at home and less shting away. And of course there is snowball effect that sets in when seeing or hearing about a shortage. You would think it would be an easy thing to redirect the commercial toilet paper to homes, but apparently it is note. Apparently it is two completely separate pipelines (pun?) with not a lot in common. Similar beef was/is scarce and expensive in grocery stores while cattle prices crashed. Similar dairy was/is scarce in grocery stores while dairy farmers are dumping milk that they can no longer sell. In a nut: Commercial demand tanked. Home demand soared. Interestingly, there seemed to be little or no impact on the fresh fruit and vegetable supple. I am guessing this is because there is not much difference between the distribution and sales of fruits and vegetables - grocery versus restaurant versus schools versus etc. And so distribution was easily shifted/adjusted.

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