The Money GPS

TOPICS AND TIMESTAMPS:

The Unravelling 0:00

STOCKPILING 0:42

FINANCIAL CONTAGION 6:33

POWER PROBLEMS 9:14

$GPS INSIGHTS

#1 CHINA IS UNABLE TO DEAL WITH MOUNTING PRESSURE

#2 GROWTH AT ALL COSTS TAKE ITS TOLL LONG TERM

#3 BEWARE FINANCIAL CONTAGION AND COUNTERPARTY RISK

China wants to do business and create relationships with countries all over the world, but is extra close with countries who are at odds with the US. This is very strategic.

China wants to create Belt and Road

China wants their own internet, communications, and financial systems to reduce dependency on the US but to also allow other countries to get on board.

China wants “defence” dominance on land but also in space.

China Urges Stockpiling on Winter Food Supply, Prompting Online Worry - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-02/chinese-warning-to-stock-food-causes-worried-online-chatter

China Urges Stockpiling on Winter Food Supply, Prompting Online Worry - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-02/chinese-warning-to-stock-food-causes-worried-online-chatter

China's 'Satellite Crusher': 'Space Pearl Harbor' Is Coming :: Gatestone Institute

https://www.gatestoneinstitute.org/17907/china-satellite-crusher

TOPICS AND TIMESTAMPS:

Topsy Turvy 0:00

CIVIL UNREST 0:52

FED DILEMMA 7:21

STOCK MANIA 11:59

$GPS INSIGHTS

#1 WHILE STOCKS ARE GOING STRAIGHT UP, EXPENSES ARE TOO

#2 MILLIONS HAVE BEEN UNABLE TO KEEP UP WITH INFLATION

#3 KEEP A CLOSE EYE ON INTEREST RATES

Supermarkets Play Supply-Chain ‘Whack-a-Mole’ to Keep Products on Shelves - WSJ

https://www.wsj.com/articles/supermarkets-play-supply-chain-whack-a-mole-to-keep-products-on-shelves-11635672603

A New Market Emerges for Online Delivery: 10-Minute Groceries - WSJ

https://www.wsj.com/articles/a-new-market-emerges-for-online-delivery-10-minute-groceries-11635764400

Javier Blas on Twitter: "COMMODITY INFLATION: Add European milling wheat to your inflation watch. Front-month European wheat prices (Matif) about to hit an all-time high, currently just a couple of euros below the peak set in 2008 | #OATT https://t.co/HjfWMyE1Y2" / Twitter

https://twitter.com/JavierBlas/status/1455202656423657479?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1455202656423657479%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fcommodities%2Fwheat-soars-85-year-high-robust-demand-tightening-supplies

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TOPICS AND TIMESTAMPS:

Up Up Up 0:00

INFLATION UP 0:36

COAL UP 6:57

CRYPTO UP 11:33

$GPS INSIGHTS

#1 CENTRAL BANKS BEGINNING TO TIGHTEN. PRESSURE ON RISK ASSETS

#2 MONEY MAY ROTATE WITHIN MAJOR INSTITUTIONS SO WATCH OUT

#3 INVEST WITH THE TREND BUT NOT THE HYPE

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https://cms.zerohedge.com/s3/files/inline-images/apartment%20list%20vs%20oed%20sept%202021_2.jpg?itok=JAwZwStD

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https://cms.zerohedge.com/s3/files/inline-images/core%20PCE%20to%20remain%20above%203%25.jpg?itok=G3mLkJ5U

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https://cms.zerohedge.com/s3/files/inline-images/fed%20to%20start%20tapering%20mid%20nov.jpg?itok=bV09GShW

What Federal Reserve tapering means for markets - MarketWatch

https://www.marketwatch.com/story/what-federal-reserve-tapering-means-for-markets-11635599209?siteid=yhoof2

Three Days Will Reveal Global Alert Level on Inflation: Eco Week

https://finance.yahoo.com/news/three-days-reveal-global-alert-200000541.html

U.S. Coal Sold Out for 2022 as Demand Rises on Surging Natural Gas Prices - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-28/u-s-coal-miners-sold-out-for-2022-as-utility-demand-surges

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https://cms.zerohedge.com/s3/files/inline-images/2021-10-30_10-42-30.png?itok=4dfVe3V_

Coal Piles at 24-Year Low at U.S. Utilities on Demand Surge - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-26/coal-piles-drop-to-24-year-low-at-u-s-utilities-on-demand-surge

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https://cms.zerohedge.com/s3/files/inline-images/Russia%20nat%20gas%20to%20europe%2010.31.jpg?itok=uM6XAlFa

Zillow Is Selling 93% of Phoenix Homes for Less Than It Paid

https://www.businessinsider.com/zillow-offers-ibuyer-sell-phoenix-homes-at-a-loss-2021-10

ASIC gives bitcoin ETFs a tentative green light

https://www.businessinsider.com.au/asic-greenlights-bitcoin-etf

TOPICS AND TIMESTAMPS:

For Millions 0:00

NO RETIREMENT 0:41

ENERGY CRUNCH 5:43

BIG ECONOMIC SHIFT 9:03

$GPS INSIGHTS

#1 INFLATION EATING AWAY AT SAVINGS AND MOST INVESTMENTS

#2 STIMULUS IS LOSING ITS EFFECT, CREATING INEVITABLE CRISIS

#3 CREATE YOUR OWN BACKUP AND PREPAREDNESS PLAN NOW

Pandemic has disrupted retirement plans for 35% of Americans, study says

https://www.cnbc.com/2021/10/12/pandemic-has-disrupted-retirement-plans-for-35percent-of-americans-study-says.html

Nearly 1 in 3 adults get financial help from their parents post-Covid

https://www.cnbc.com/2021/10/30/nearly-1-in-3-adults-get-financial-help-from-their-parents-post-covid.html

Markets could be challenged in the week ahead as the Fed prepares to reverse easy policy

https://www.cnbc.com/2021/10/29/markets-could-be-challenged-in-the-week-ahead-as-the-fed-prepares-to-reverse-easy-policy.html

Texas Energy Blackout Risks: Grid Remains Vulnerable to Outages - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-30/texas-energy-grid-remains-vulnerable-to-winter-blackouts

While coal makes a comeback, reduced supplies stoke fears over electrical grids | Business News | ArcaMax Publishing

https://www.arcamax.com/business/businessnews/s-2588379?fs

Oil From Canada Collapses at U.S. Hub as Refiners Shun Heavy Crude - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-28/canadian-oil-collapses-at-u-s-hub-as-refiners-shun-heavy-crude

GlobalFoundries CEO: We're sold out of semiconductor chip capacity through 2023

https://www.cnbc.com/2021/10/30/globalfoundries-ceo-were-sold-out-of-semiconductor-chip-capacity-through-2023.html

Carriers must move 60K containers out of LA/LB by Halloween - FreightWaves

https://www.freightwaves.com/news/carriers-must-move-60k-containers-out-of-la-lb-by-halloween

America’s Supply Chain Collides With California’s Nimbyism - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-10-25/america-s-supply-chain-collides-with-california-s-nimbyism?sref=X9N3NABa

China’s Factory Activity Shrinks in October for Second Month - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-31/china-october-manufacturing-pmi-at-49-2-est-49-7?srnd=premium-canada

Trade Deals and Tariffs in EU, U.S.: Latest News and Updates - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-30/u-s-eu-near-trade-deal-to-remove-steel-aluminum-tariffs?sref=i4qXzk6d

The New Government Basic Income - WSJ

https://www.wsj.com/articles/the-new-government-family-income-child-tax-credit-entitlement-democrats-congress-11632336787?mod=article_inline

AirBnB in City of London: Price Rising Above Pre-Pandemic Level - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-30/the-cost-of-renting-an-airbnb-in-the-city-of-london-is-soaring?srnd=premium-canada

First Bitcoin. Then GameStop. Now Tiny Tungsten Cubes. - WSJ

https://www.wsj.com/articles/tungsten-cubes-bitcoin-gamestop-crypto-investors-11635431036?st=cz9yf8ycruqt9z2&reflink=desktopwebshare_permalink

TOPICS AND TIMESTAMPS:

Up or Down? 0:00

INFLATION SHOCK 0:37

WAGES UP 7:58

ENERGY CRISIS 11:23

$GPS INSIGHTS

#1 WHILE MANY SUGGESTED INFLATION WOULD BE GONE, IT’S STILL HERE

#2 AVERAGE INDIVIDUALS DON’T HOW TO KEEP UP, LOSING OUT

#3 LOOK AT ITEMS THAT YOU SEE RISING THROUGH A DIFFERENT LENS.

Treasury Secretary Yellen says spending bills will be anti-inflationary, lowering important costs

https://www.cnbc.com/2021/10/29/treasury-secretary-yellen-says-spending-bills-will-be-anti-inflationary-lowering-important-costs.html

Worldwide Exchange on Twitter: ""I think supply chain issues are holding our economy back somewhat...it will take a while to boost supply." @SecYellen discusses the impact of the supply chain crunch on the American and global economy, and tells @SaraEisen when to expect some relief: https://t.co/yyzrsOSlmL" / Twitter

https://twitter.com/CNBCWEX/status/1454014907754688512?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1454014907754688512%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Fjanet-yellen-flip-flops-insists-bidens-bbb-plan-will-actually-help-suppress-inflation

zerohedge on Twitter: "Big finance experts: Q1 2021: There is inflation, but it's transitory Q3 2021: Ok, inflation isn't transitory, but there is no stagflation Q1 2022: Ok, there is stagflation, but this time is different and we are definitely not in the 1970s" / Twitter

https://twitter.com/zerohedge/status/1451503334230265857?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1451503334230265857%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Fjanet-yellen-flip-flops-insists-bidens-bbb-plan-will-actually-help-suppress-inflation

Inflation notches a fresh 30-year high as measured by the Fed's favorite gauge

https://www.cnbc.com/2021/10/29/inflation-notches-a-fresh-30-year-high-as-measured-by-the-feds-favorite-gauge.html

neddy5601 on Twitter: "@BillAckman How does raising rates fix a supply chain issue? Supply chain issues have never been the cause of long term inflation" / Twitter

https://twitter.com/neddy5601/status/1454125412964093957

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US wages jump by the most in records dating back 20 years

https://apnews.com/article/business-wages-salaries-increase-8ce98ea3bcc14c4810eb5a1111e1df49

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https://cms.zerohedge.com/s3/files/inline-images/euro%20area%20cpi.jpg?itok=Jzmkgq5S

LNG demand to rise 25-50% by 2030, fastest growing hydrocarbon - Morgan Stanley | Reuters

https://www.reuters.com/article/asia-lng-idUKL1N2RL0KO

India's top gas importer sees LNG price surge spurring long-term contracts | Reuters

https://www.reuters.com/business/energy/indias-top-gas-importer-sees-l

TOPICS AND TIMESTAMPS:

The Unfolding 0:00

SLOWER THAN SLOW 0:37

CRISIS AFTER CRISIS 2:35

COMPANIES REACT 12:51

$GPS INSIGHTS

#1 WE HAVE NEVER SEEN THIS MANY PROBLEMS AT ONCE

#2 THERE ARE NO RESOLUTIONS AVAILABLE ON A GLOBAL SCALE

#3 PREPARE INDIVIDUALLY, INFLATION MINDSET

Economic growth rate slows to 2% as supply chain issues take toll

https://www.cnbc.com/2021/10/28/us-gross-domestic-product-increases-at-2point0percent-annualized-pace-in-q3-vs-2point8percent-estimate.html

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https://cms.zerohedge.com/s3/files/inline-images/GDP%20Q3%202021%20components.jpg?itok=UWK4SRiq

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https://cms.zerohedge.com/s3/files/inline-images/spending%20on%20motor%20vehicles%20and%20parts.jpg?itok=cQpRjk_L

U.S. posts weakest growth of pandemic recovery - BNN Bloomberg

https://www.bnnbloomberg.ca/u-s-posts-weakest-growth-of-pandemic-recovery-on-supply-woes-1.1673343

Global Food Prices Set To Soar As The Oil And Gas Crunch Continues | OilPrice.com

https://oilprice.com/Energy/Energy-General/Global-Food-Prices-Set-To-Soar-As-The-Oil-And-Gas-Crunch-Continues.html

Global Chip Shortage ‘Is Far From Over’ as Wait Times Get Longer - WSJ

https://www.wsj.com/articles/global-chip-shortage-is-far-from-over-as-wait-times-get-longer-11635413402

Chip Crunch Hits Customers Like ‘Never’ Before Year Into Crisis - BNN Bloomberg

https://www.bnnbloomberg.ca/chip-crunch-hits-customers-like-never-before-year-into-crisis-1.1673207

Used car market in chaos as prices soar - The Washington Post

https://www.washingtonpost.com/us-policy/2021/10/28/used-car-prices-chip-shortage/

Interest Rates Aren’t the Only Weapon in Global Inflation Fight - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-28/interest-rates-aren-t-the-only-weapon-in-global-inflation-fight

Petrol prices hit 142.94p per litre, data shows - beating record set in 2012 | Business News | Sky News

https://news.sky.com/story/truly-dark-day-for-drivers-as-petrol-prices-hit-record-high-in-uk-12444079

Global Oil Demand Is Soaring and Refiners Are Reaping the Profit - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-28/global-oil-demand-is-soaring-and-refiners-are-reaping-the-profit

Shippers fear ‘catastrophic’ fallout from ‘crazy’ California port fees

https://www.freightwaves.com/news/shippers-fear-catastrophic-fallout-from-crazy-california-port-fees

Hilton CEO Thanks Fed, Says Hotel Rates Can Rise With Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-27/hilton-ceo-thanks-fed-says-hotel-rates-can-rise-with-inflation

McDonald's franchisees blame hiring challenges on unemployment benefits, and warn that an 'inflationary time bomb' will force them to hike Big Mac prices | Markets Insider

https://markets.businessinsider.com/news/stocks/mcdonalds-franchisees-blame-labor-shortage-on-unemployment-benefits-2021-5

Christmas Tree Shortage? Yes. Turkey Shortage? Unlikely For California – CBS Sacramento

https://sacramento.cbslocal.com/2021/10/28/christmas-tree-turkey-shortage-unlikely-california/

Apple (AAPL) Q4 2021 earnings

https://www.cnbc.com/2021/10/28/apple-aapl-q4-2021-earnings.html

Apple (AAPL) Stock Falls as Supply Chain Crunch Hurts iPhone Maker’s Sales - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-28/apple-tumbles-after-supply-crunch-hurts-iphone-maker-s-sales

Amazon Earnings Suffer as Growth Slows, Costs Rise - WSJ

https://www.wsj.com/articles/amazon-amzn-q3-earnings-report-2021-11635378329

TOPICS AND TIMESTAMPS:

More and More 0:00

OIL FOREVER HIGH 0:34

HIKES 7:33

MARKETS WILD 10:52

$GPS INSIGHTS

#1 IF OIL MAINTAINS VERY HIGH PRICES, ECONOMY WILL SLOW.

#2 HEDGE AGAINST INFLATION BEFORE IT BECOMES IMPOSSIBLE

#3 WATCH CENTRAL BANK ACTIVITY GLOBALLY FOR SIGNALS

BP CEO: Oil prices will stay 'lower for longer'

https://www.cnbc.com/2015/04/21/bp-ceo-oil-prices-will-stay-lower-for-longer.html

Goldman sees 'sustained high prices' for oil in the coming year

https://www.cnbc.com/2021/10/14/goldman-sees-sustained-high-prices-for-oil-in-the-coming-year.html

A Global Oil Shortage Is Inevitable | OilPrice.com

https://oilprice.com/Energy/Crude-Oil/A-Global-Oil-Shortage-Is-Inevitable.html

Coal Piles at 24-Year Low at U.S. Utilities on Demand Surge - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-26/coal-piles-drop-to-24-year-low-at-u-s-utilities-on-demand-surge

Australia's exports to China are jumping despite their trade fight

https://www.cnbc.com/2021/10/28/australias-exports-to-china-are-jumping-despite-their-trade-fight.html#:~:text=The%20value%20of%20Australia's%20exports,to%20research%20firm%20Oxford%20Economics.

Gazprom’s low gas storage levels fuel questions over Russia’s supply to Europe | Financial Times

https://www.ft.com/content/576a96f7-e41d-4068-a61b-f74f2b2d3b81

U.S. Merchandise-Trade Gap Widens to Record as Exports Decline - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-27/u-s-merchandise-trade-gap-widens-to-record-as-exports-decline

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Bank of Canada Accelerates Potential Timing of Rate Hikes - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-27/bank-of-canada-accelerates-potential-timing-of-rate-hikes?srnd=premium-canada

Canadian Dollar’s Steep Rally Questioned as Fed Meeting Looms - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-27/canadian-dollar-s-steep-rally-questioned-as-fed-meeting-looms?srnd=premium-canada

Brazil Central Bank Hikes Rates 150 Points, Most in 20 Years - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-27/brazil-lifts-rate-by-150-points-as-bolsonaro-plans-more-spending?srnd=premium-canada

TOPICS AND TIMESTAMPS:

Landslide 0:00

EVEN MORE DEFAULTS 0:45

UNREST 7:42

FORBEARANCE 13:07

$GPS INSIGHTS

#1 ANOTHER DEFAULT IN CHINA. PROPERTY DEVELOPERS FACE DIFFICULTY

#2 CRISIS INTENSIFIES MEANING FINANCIAL SYSTEM AT RISK

#3 INVESTORS MUST WATCH ALLOCATION TO HIGH RISK BETS

Alibaba Down $344 Billion, World's Biggest Wipeout, Year Since Jack Ma Speech - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-25/alibaba-s-value-drop-tops-the-world-one-year-after-ma-s-speech

Alibaba founder Ma spotted in Mallorca in rare trip abroad after China scrutiny | Reuters

https://www.reuters.com/business/alibaba-founder-ma-spotted-mallorca-rare-trip-abroad-after-china-scrutiny-2021-10-20/

China Urges Evergrande's Billionaire Founder to Pay Debt With Personal Wealth - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-26/china-urges-evergrande-founder-to-pay-debt-with-personal-wealth?srnd=economics-vp#:~:text=The%20demand%20that%20Hui%20tap,in%20the%20real%20estate%20market.

Record China Defaults in Focus as Modern Land Joins the List - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-26/chinese-developer-modern-land-misses-payment-on-dollar-bond

Chinese Developer Modern Land Fails to Repay $250 Million U.S. Dollar Bond - WSJ

https://www.wsj.com/articles/chinese-developer-modern-land-fails-to-repay-250-million-u-s-dollar-bond-11635222852

Fitch Downgrades Modern Land to Restricted Default After Missed Payments

https://www.fitchratings.com/research/corporate-finance/fitch-downgrades-modern-land-to-restricted-default-after-missed-payments-26-10-2021

China Evergrande shares fall on persistent pressure from debt travails | Reuters

https://www.reuters.com/business/shares-china-evergrande-fall-early-trade-2021-10-27/

Blackstone’s Schwarzman Says Energy Squeeze Will Trigger Unrest - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-26/blackstone-s-schwarzman-says-energy-squeeze-will-trigger-unrest?sref=ZMFHsM5Z

Pricey Lumber Is Back Boosted by Supply Cuts, Labor Shortage - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-26/expensive-lumber-is-back-boosted-by-supply-cuts-labor-shortages?srnd=premium-canada

Mystical Hold of ‘Transitory’ Tempts Huge Fed Policy Error - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-10-25/mystical-hold-of-transitory-tempts-huge-fed-policy-error

Bank of Canada on Cusp of Capping Stimulus: Decision Guide - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-26/bank-of-canada-on-cusp-of-capping-stimulus-decision-guide?srnd=premium-canada

Robusta Gains for Fifth Straight Day as Vietnam Logjam Remains - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-25/robusta-gains-for-fifth-straight-day-as-vietnam-logjam-rem

TOPICS AND TIMESTAMPS:

Times Are Changing 0:00

PERMANENT INFLATION 0:33

FULL STOP 5:41

DISRUPTIONS AND DEFLATION 10:33

$GPS INSIGHTS

#1 INDUSTRIES ARE AT RISK OF COMPLETELY SHUTTING DOWN

#2 PRICES COULD GO PARABOLIC AS A RESULT

#3 COMMODITIES, MOST BULLISH TRADE DESPITE BEING OVERBOUGHT

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https://cms.zerohedge.com/s3/files/inline-images/bofa%20transitory%20inflation%20meter.jpg?itok=BJQSwIfA

Kimberly-Clark Stock Falls on Cuts to Revenue, Earnings Forecasts | Barron's

https://www.barrons.com/articles/kimberly-clark-stock-inflation-earning-51635172414

Shoppers Find Discounts Are in Short Supply This Holiday Season - WSJ

https://www.wsj.com/articles/shoppers-find-discounts-are-in-short-supply-this-holiday-season-11635154202

Prepare for Propane Sticker Shock - WSJ

https://www.wsj.com/articles/prepare-for-propane-sticker-shock-11635026109

Biden has few options to combat surging gas prices amid inflation fears

https://www.cnbc.com/2021/10/25/biden-has-few-options-to-combat-surging-gas-prices-amid-inflation-fears.html

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https://cms.zerohedge.com/s3/files/inline-images/bfm4CDA.jpg?itok=19t362Lw

Magnesium Buyers Warn Crunch Threatens Millions of European Jobs - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-22/magnesium-buyers-warn-crunch-threatens-millions-of-european-jobs

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Shanghai stocks boosted by environmental protection firms; property stocks down | Reuters

https://www.reuters.com/article/china-stocks-midday-idCNL1N2RL085

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China energy crisis: Beijing not likely to lift coal ban on Australia

https://www.cnbc.com/2021/10/26/china-energy-crisis-beijing-not-likely-to-lift-coal-ban-on-australia.html#:~:text=China%20is%20facing%20its%20worst,anytime%20soon%2C%20analysts%20told%20CNBC.

Micron DRAM Plant In Taiwan Disrupted by Earthquake | Barron's

https://www.barrons.com/articles/micron-stock-taiwan-51635181972

2021-10-25_06-41-00.png (1255×708)

https://cms.zerohedge.com/s3/files/inline-images/2021-10-25_06-41-00.png?itok=f9ZA-vpK

A man spent most of his covid-19 business loan on one item, feds say: A $57,789 Pokémon card

https://www.greenwichtime.com/news/article/A-man-spent-most-of-his-covid-19-business-loan-on-16560641.php

TOPICS AND TIMESTAMPS:

Could It Be? 0:00

1970’S OR 2020’S? 0:34

CRISIS AND SOLUTIONS 4:14

CHINA SLOWDOWN 10:33

$GPS INSIGHTS

#1 IN ADDITION TO SUPPLY CHAIN PROBLEMS, HISTORIC MONEY PRINTING

#2 MASS SPECULATION FROM RETAIL INVESTORS

#3 FED HAS NOTHING LEFT EXCEPT ENDLESS CONFETTI CREATION

Paul Tudor Jones says inflation could be worse than feared, biggest threat to markets and society

https://www.cnbc.com/2021/10/20/paul-tudor-jones-says-inflation-could-be-worse-than-feared-biggest-threat-to-markets-and-society.html

Is Stagflation Coming Back? Economist Sees Parallels With the 1970s—and Big Differences. | Barron's

https://www.barrons.com/articles/stagflation-1970s-economy-51634916550

A Stock Market Malaise With the Shadow of ’70s-Style Stagflation - The New York Times

https://www.nytimes.com/2021/10/13/business/stocks-inflation-stagflation.html

U.S. Inflation Forecast: Janet Yellen Expects High Level Into 2022 - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-24/yellen-expects-high-inflation-through-mid-2022-before-easing

Copper’s Wild Week Throws Spotlight on Straining World Economy - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-24/copper-s-wild-week-throws-spotlight-on-straining-world-economy?srnd=premium-canada

Palm Oil Surges to Fresh All-Time High on Edible Oils Shortage | Financial Post

https://financialpost.com/pmn/business-pmn/palm-oil-surges-to-fresh-all-time-high-on-edible-oils-shortage

Ryan Petersen on Twitter: "Yesterday I rented a boat and took the leader of one of Flexport's partners in Long Beach on a 3 hour of the port complex. Here's a thread about what I learned." / Twitter

https://twitter.com/typesfast/status/1451543776992845834

Flexport: Trans-Pacific deteriorating, brace for shipping ‘tsunami’ - FreightWaves

https://www.freightwaves.com/news/flexport-trans-pacific-deteriorating-brace-for-shipping-tsunami

Shadow inflation: Shipping costs are up way more than you think

https://www.freightwaves.com/news/shadow-inflation-shipping-costs-are-up-way-more-than-you-think

COP26 Should Scrutinize ADB-Backed Coal Plan for Southeast Asia - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-10-24/cop26-should-scrutinize-adb-backed-coal-plan-for-southeast-asia?srnd=premium-canada

goldman contaction vs ppi surge.jpg (1010×380)

https://cms.zerohedge.com/s3/files/inline-images/goldman%20contaction%20vs%20ppi%20surge.jpg?itok=iT2S9RCH

covid property tightening.jpg (997×397)

https://cms.zerohedge.com/s3/files/inline-images/covid%20property%20tightening.jpg?itok=3Aj1DHQo

housing contribution to GDP.jpg (776×538)

https://cms.zerohedge.com/s3/files/inline-images/housing%20contribution%20to%20GDP.jpg?itok=SnjnfwdA

Goldman China GDP table.jpg (505×374)

https://cms.zerohedge.com/s3/files/inline-images/Goldman%20China%20GDP%20table.jpg?itok=Ge1taI7L

Chinese Economy Risks Deeper Slowdown Than Markets Realize - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-23/chinese-economy-risks-deeper-slowdown-than-markets-realize