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Strategies & Market Trends : The Art of Investing

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Nov 3 4:00 PM EST

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To: Rarebird who wrote (2016)	8/9/2021 10:03:18 PM
From: Sun Tzu	Read Replies (2) of 10493

But what a lot of people are missing is that there are a lot of bottlenecks due to delta, of course, but also due to floods, port congestions, and a lot of other things. Once the congestions are resolved, likely early in 2022, you will have a sudden inventory build up as all the orders suddenly arrive. Which will cause a recession because you suddenly won't need to produce much for a couple of months. And depending on what is happening in the rest of the economy, there could be an out sized reaction. I am not saying this is what will happen. I am saying that it might happen and the market is pricing in the possibilities.

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