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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts

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Lou Weed
Sun Tzu
To: Real Man who wrote (58469)5/1/2022 10:28:40 AM
From: ajtj992 Recommendations  Read Replies (2) of 97123
 
The negative GDP growth was a function of the dysfunction in the supply chains. The massive trade deficit in the 1st Qtr is what caused the negative GDP, and that's a one-off deal because of all the delayed shipments from the 4th Qtr that spilled over into the 1st Qtr.

Furthermore, the over-ordering that was a function of the delayed shipments is not going to be repeated as there is a goods consumption slowdown.
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