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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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To: ajtj99 who wrote (43337)11/16/2021 1:07:10 PM
From: Jacob Snyder2 Recommendations

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ajtj99
sunabeach

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Bidgewater: his thesis: …. supply of almost everything is at all-time highs. Rather, this is mostly an MP3-driven upward demand shock….

Later he says: There are not enough raw materials, energy, productive capacity, inventories, housing, or workers…

Both those statements are bolded in the original. His proof of a demand shock, is many examples of supply shortages (relative to demand). All he proves, is a supply/demand imbalance.

Supply at the point of production does not meet demand. That product has to be moved to market. There is overwhelming evidence, this is the limiting factor.

If we still have inflation much over 2%, after QE is ended, and transportation is de-bottlenecked, then excessive demand can be blamed. Not till then.
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