The Money GPS

TOPICS AND TIMESTAMPS:

Could It Happen? 0:00

HYPERINFLATION 0:30

GOOD NEWS 7:40

WILD AND WACKY 11:49

$GPS INSIGHTS

#1 THE PROSPECT OF HYPERINFLATION IS INCREASING

#2 REGARDLESS, HIGH INFLATION IS HERE AND WILL GET WORSE

#3 OWNING REAL ASSETS CAN HEDGE INFLATION, HELP TO PROTECT

(1) jack⚡️ on Twitter: "Hyperinflation is going to change everything. It’s happening." / Twitter

https://twitter.com/jack/status/1451733913961783299

Twitter and Square CEO Jack Dorsey says 'hyperinflation' will happen soon in the U.S. and the world

https://www.cnbc.com/2021/10/23/twitter-and-square-ceo-jack-dorsey-says-hyperinflation-will-happen-soon-in-the-us-and-the-world.html

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https://cms.zerohedge.com/s3/files/inline-images/central%20bank%20balance%20sheet%20liquidity%20supernova%2023%20trillion_0.jpg?itok=3NVS2FpK

Consumer Prices on Daily Items Could Get Even Higher From Accelerated Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-22/think-everything-s-expensive-now-wait-until-you-see-what-s-next

Understanding … PMI suppliers' delivery times: A widely used indicator of supply delays, capacity constraints and price pressures | IHS Markit

https://ihsmarkit.com/research-analysis/understanding--pmi-suppliers-delivery-times-a-widely-used-indicator-of-supply-delays-capacity-constraints-and-price-pressures-Jul21.html

Ranked: The World’s Biggest Real Estate Bubbles in 2021

https://www.visualcapitalist.com/worlds-biggest-real-estate-bubbles-in-2021/

UBS Global Real Estate Bubble Index 2021 | UBS Global

https://www.ubs.com/global/en/wealth-management/insights/2021/global-real-estate-bubble-index.html

grebi-2021.pdf

High Inflation Creates Tax Winners and Losers. What Are You? - WSJ

https://www.wsj.com/articles/high-inflation-creates-tax-winners-and-losers-what-are-you-11634981401

Shipping News and Supply Lines: Latest Update on 'National Emergency' - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-23/long-beach-eases-container-rules-to-tackle-national-emergency?srnd=premium-canada

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https://cms.zerohedge.com/s3/files/inline-images/Snag_270bec0e.png?itok=TpquuQlU

Why Australia Could (And Should) Become A Major Nuclear Power Producer | OilPrice.com

https://oilprice.com/Alternative-Energy/Nuclear-Power/Why-The-Worlds-Top-Uranium-Producer-Isnt-A-Nuclear-Power-Heavyweight.html

Gold’s Inflation-Haven Appeal Means ‘Violent’ Run-Up May Be Ahead - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-22/ex-goldcorp-chiefs-see-violent-bullion-runup-on-inflation-risk

(1) USCGPacificNorthwest on Twitter: "#BreakingNews Coast Guard crews are monitoring several adrift shipping containers 43 miles west of the Straits of Juan de Fuca entrance. An inbound vessel lost approx. 40 containers when the ship listed to its side due to rough seas. Check back for updates. https://t.co/GInKf8M0sB" / Twitter

https://twitter.com/USCGPacificNW/status/1451668652567121920?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1451668652567121920%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2F40-shipping-containers-adrift-us-pacific-coast-after-vessel-hit-rough-seas

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https://cms.zerohedge.com/s3/files/inline-images/freightr%20pricing.jpg?itok=uLs9D3MA

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https://cms.zerohedge.com/s3/files/inline-images/container%20ship%20rates.jpg?itok=RrMjqLVR

Housing Market Shows Cracks With Price Cuts in Pandemic Boomtowns

https://finurah.com/2021/10/22/housing-market-shows-cracks-with-price-cuts-in-pandemic-boomtowns/

TOPICS AND TIMESTAMPS:

The Great Divide 0:00

RICH VS. POOR 0:36

BETTER OR WORSE 7:49

POCKETS NOT BLANKETS 12:55

$GPS INSIGHTS

#1 MOST PEOPLE ARE GOING TO BE HEAVILY BURDENED BY RISING PRICES

#2 DEPENDING HOW LONG HEAVY INFLATION LASTS, ASSET SALES MAY FOLLOW

#3 KEEP A CLOSE WATCH, PREPARE, AND INVEST WITH PRUDENCE

Santa Claus Is Coming—But He’ll Skip Some Stores - WSJ

https://www.wsj.com/articles/santa-claus-is-comingbut-hell-skip-some-stores-11634895005

Deloitte: Holiday spending to rise but not among all consumers | Chain Store Age

https://chainstoreage.com/deloitte-holiday-spending-rise-not-among-all-consumers?oly_enc_id=5134A9753601B5Y&utm_source=omeda&utm_medium=email&utm_campaign=NL_CSA+Day+Breaker&utm_keyword=

Deloitte: Holiday spending to rise but not among all consumers | Chain Store Age

https://chainstoreage.com/deloitte-holiday-spending-rise-not-among-all-consumers?oly_enc_id=5134A9753601B5Y&utm_source=omeda&utm_medium=email&utm_campaign=NL_CSA+Day+Breaker&utm_keyword=

Energy boss claims 20 more suppliers face bankruptcy over '£5bn' price cap bill | Business News | Sky News

https://news.sky.com/story/energy-boss-demands-price-cap-reform-as-firms-face-5bn-bill-for-market-mess-12439866

Champagne sales surge close to levels seen before Covid pandemic

https://www.cnbc.com/2021/10/22/champagne-sales-surge-close-to-levels-seen-before-covid-pandemic.html

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https://cms.zerohedge.com/s3/files/inline-images/total%20card%20spending%202_0.jpg?itok=174MFEm4

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https://cms.zerohedge.com/s3/files/inline-images/regional%20divide%20states%20spending.jpg?itok=q-ryE5NP

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https://cms.zerohedge.com/s3/files/inline-images/total%20card%20spending%20bofa_0.jpg?itok=9NHdf7JZ

Jeffrey Gundlach says inflation will stay above 4% through 2022

https://www.cnbc.com/2021/10/22/jeffrey-gundlach-says-inflation-will-stay-above-4percent-through-2022.html

Update: $26B worth of cargo stuck on container ships off California

https://www.freightwaves.com/news/22b-worth-of-cargo-is-now-stuck-on-container-ships-off-california

Tighter Warehouse Space Adds to the Supply-Chain Squeeze - WSJ

https://www.wsj.com/articles/tighter-warehouse-space-adds-to-the-supply-chain-squeeze-11634896801

Global supply chain crisis could easily last through February | Fortune

https://fortune.com/2021/10/21/forget-christmas-global-supply-chain-crisis-february-2022/

Long Beach Port Chief: ‘Shop Early’ as Snarls to Last All Year - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-21/long-beach-port-chief-shop-early-as-snarls-to-last-all-yea

TOPICS AND TIMESTAMPS:

What Would Happen? 0:00

RUNNING OUT? 0:42

FED ADMITS 7:43

CHINA - U.S. TANGO 12:20

$GPS INSIGHTS

#1 CERTAIN COMMODITIES MAY BE DIFFICULT TO ACTUALLY BUY AT ALL

#2 PRICES MAY GO BERSERK AS A RESULT

#3 INVEST ACCORDING TO OBVIOUS SITUATIONS OUT OF CONTROL

Quarles: “Transitory doesn’t necessarily mean short-lived”

https://www.bloomberg.com/news/articles/2021-10-21/u-s-oil-stockpiles-are-plunging-while-energy-crisis-drives-up-demand

Crude Oil Prices Today | OilPrice.com

https://oilprice.com/

What Happens When the World’s Key Metal Exchange Has No Metal? - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-20/what-happens-when-the-world-s-key-metal-exchange-has-no-metal

Unilever Goes All-Out on Pricing as Inflation Accelerates - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-21/unilever-s-asian-sales-suffer-from-renewed-covid-outbreaks

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%2011.06.38%20AM.jpg?itok=oa7z7jld

Backlog of cargo ships at southern California ports reaches an all-time high | Supply chain crisis | The Guardian

https://www.theguardian.com/business/2021/oct/20/supply-chain-crisis-california-ports-cargo-ships

CA town sees gas prices hit over $7.50 a gallon - ABC7 Los Angeles

https://abc7.com/highest-gas-prices-in-the-country-gorda-ca-california-price-of/11149187/

Fed to ban policymakers from owning individual stocks, restrict trading following controversy

https://www.cnbc.com/2021/10/21/fed-to-ban-policymakers-from-owning-individual-stocks-restrict-trading-following-controversy.html

Federal Reserve Board - Federal Reserve Board announces a broad set of new rules that will prohibit the purchase of individual securities, restrict active trading, and increase the timeliness of reporting and public disclosure by Federal Reserve policymakers and senior staff

https://www.federalreserve.gov/newsevents/pressreleases/other20211021b.htm

Fed Ethics Office Warned Officials to Curb Unnecessary Trading During Rescue – DNyuz

https://dnyuz.com/2021/10/21/fed-ethics-office-warned-officials-to-curb-unnecessary-trading-during-rescue/

Fed's Raphael Bostic sees interest rate hike coming amid inflation

https://www.cnbc.com/2021/10/21/feds-raphael-bostic-sees-interest-rate-hike-coming-amid-inflation.html

Fed’s Quarles Urges November Taper and Warns of Inflation Risks - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-20/fed-s-quarles-urges-november-taper-and-warns-of-inflation-risks

A Conversation with US Federal Reserve Member Randal Quarles

https://milkeninstitute.org/video/randal-quarles-US-federal-reserve-conversation

China may move toward easy monetary policy, but must tread carefully

https://www.cnbc.com/2021/10/22/china-may-move-toward-easy-monetary-policy-but-must-tread-carefully.html

Evergrande has made $83.5 million bond interest payment: Chinese media

https://www.cnbc.com/2021/10/22/evergrande-has-made-83point5-million-bond-interest-payment-chinese-media.html

Sam Altman's Worldcoin wants to scan your eyes in exchange for crypto

https://www.cnbc.com/2021/10/21/sam-altmans-worldcoin-wants-to-scan-your-eyes-in-exchange-for-crypto.html

China Evergrande shares drop after Hopson asset deal falls through

https://www.cnbc.com/2021/10/21/china-evergrande-shares-drop-after-hopson-asset-deal-falls-through.html

China economy: Property sector must shrink to be stable, says prof

https://www.cnbc.com/2021/10/21/china-economy-property-sector-must-shrink-to-be-stable-says-prof.html

Chinese Developer Sinic Defaults as Evergrande Contagion Spreads - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-20/chinese-developer-sinic-defaults-as-evergrande-contagion-spreads?srnd=fixed-income

China Evergrande shelves stake sale, Kaisa clattered by downgrade | Reuters

https://www.reuters.com/world/china/chinese-property-bonds-firm-after-kaisa-sunac-make-coupon-payments-2021-10-19/

China Markets Bonds; Property Sector Shrinks: Evergrande Update - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-19/yuan-payment-due-china-to-sell-dollar-bonds-evergrande-update

China Home Sales Slump 17% as Evergrande Saga Deters Buyers - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-18/china-home-sales-plunge-17-as-evergrande-crisis-deters-buyers

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China’s Curbs on Fertilizer Exports to Worsen Global Price Shock - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-19/china-s-curbs-on-fertilizer-exports-to-worsen-global-price-shock

China Weighs Coal Market Intervention to End Stunning Rally - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-19/china-weighs-coal-market-intervention-to-end-stunning-rally

China’s magnesium shortage threatens global car industry | Financial Times

https://www.ft.com/content/1611e936-08a5-4654-987e-664f50133a4b

TOPICS AND TIMESTAMPS:

Major Developments 0:00

RUSSIA & EUROPE 0:26

ENERGY CRUNCH 3:11

BROKEN CHAIN 7:42

$GPS INSIGHTS

#1 EUROPEANS ARE PAYING HIGHEST ENERGY PRICES ON RECORD

#2 RUSSIA WANTS THE NORD STREAM 2 PIPELINE IN OPERATION

#3 SOME COMMODITIES COULD SURGE DURING THE NEXT FEW MONTHS

European Gas Crisis: Russia Signals It Won't Up Supplies Without Nord Stream 2 - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-19/russia-signals-europe-won-t-get-extra-gas-without-nord-stream-2

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https://cms.zerohedge.com/s3/files/inline-images/key%20pipelines%20via%20russia.jpg?itok=XjiJIChV

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https://cms.zerohedge.com/s3/files/inline-images/yamal%2010.19.jpg?itok=K_b8hmM2

Energy crunch hits global recovery as winter approaches

https://apnews.com/article/coronavirus-pandemic-lifestyle-business-russia-health-70b97e36da53f62eba588b44f2b394bc

UK to put nuclear power at heart of net zero emissions strategy | Financial Times

https://www.ft.com/content/e6426194-21e6-49c4-9520-97c337b350fd

Procter & Gamble to Raise Prices on More Staples - WSJ

https://www.wsj.com/articles/procter-gamble-to-raise-prices-on-more-staples-11634641561

‘People Are Hoarding’: Food Shortages Pop Up on Supply-Chain Woe - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-19/food-shortages-crop-up-again-as-supply-chain-headaches-worsen

‘People Are Hoarding’: Food Shortages Pop Up on Supply-Chain Woe - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-19/food-shortages-crop-up-again-as-supply-chain-headaches-worsen

Supply Chain Delays Could Soon Leave Wine Glasses Empty – CBS Sacramento

https://sacramento.cbslocal.com/2021/10/16/supply-chain-delays-could-soon-leave-wine-glasses-empty/

Shipping Containers That Spent Weeks Aboard Ships Stuck At Ports Now Being Dumped In Nearby Neighborhoods – CBS Los Angeles

https://losangeles.cbslocal.com/2021/10/18/cargo-ship-bottleneck-port-la-long-beach/

Are supply chain disruptions the beginning of the end of globalization? | TheHill

https://thehill.com/opinion/international/577239-are-supply-chain-disruptions-the-beginning-of-the-end-of-globalization?rl=1

Lazy crane operators making $250,000 a year exacerbating port crisis, truckers say | Washington Examiner

https://www.washingtonexaminer.com/policy/economy/lazy-crane-operators-making-250-000-a-year-exacerbating-port-crisis-truckers-say

Blame Consumers for America's 'Everything Shortage'

https://www.businessinsider.com/america-isnt-running-out-of-everything-supply-chain-2021-10

Supply chain issues mean toilet paper, coffee, chicken hard to find

https://www.usatoday.com/story/money/2021/10/15/grocery-shortage-toilet-paper-coffee-chicken-hard-find/8455259002/

Food prices will go up ‘tremendously’: Billionaire supermarket owner | Fox Business

https://www.foxbusiness.com/money/food-prices-up-tremendously-billionaire-supermarket-owner

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China Weighs Coal Market Intervention to End Stunning Rally - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-19/china-weighs-coal-market-intervention-to-end-stunning-rally

GDPNow - Federal Reserve Bank of Atlanta

https://www.atlantafed.org/cqer/research/gdpnow.aspx?utm_medium=email&utm_source=mailchimp&utm_campaign=cqer-research

TOPICS AND TIMESTAMPS:

Unrest 0:00

RESIGNATION NATION 0:41

$200 OIL? 8:04

NEXT BIG THING 10:06

$GPS INSIGHTS

#1 MILLIONS QUIT THEIR JOBS FOR VARIOUS REASONS, NOW GLOBAL.

#2 EMPLOYMENT HAS ENCOUNTERED A PARADIGM SHIFT, MANY LEVELS.

#3 WORKERS CAN DEMAND MORE PAY OR SWITCH EMPLOYERS TO GET IT.

Tight U.S. job market triggers strikes for more pay | Reuters

https://www.reuters.com/world/us/enoughs-enough-tight-us-job-market-triggers-strikes-more-pay-2021-10-18/

As Starbucks Workers Seek a Union, Company Officials Converge on Stores - The New York Times

https://www.nytimes.com/2021/10/18/business/economy/starbucks-union-buffalo.html

Cars Are Making Money Like Homes—For Now - WSJ

https://www.wsj.com/articles/cars-are-making-money-like-homesfor-now-11634547319

The 'Great Resignation' goes global

https://www.greenwichtime.com/news/article/The-Great-Resignation-goes-global-16541578.php

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‘Crazy’ Bets on $200 Oil Invade the Options Market - WSJ

https://www.wsj.com/articles/crazy-bets-on-200-oil-invade-the-options-market-11634463002

Kazatomprom Announces Investment in Physical Uranium Fund

https://kazatomprom.kz/en/media/view/kazatomprom_obyavlyaet_ob_investirovanii_v_fond_fizicheskogo_urana

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China's power woes may worsen as demand surges amid coal supply lag | Reuters

https://www.reuters.com/world/china/chinas-power-woes-may-worsen-demand-surges-amid-coal-supply-lag-2021-10-18/

TOPICS AND TIMESTAMPS:

Story Isn’t Over 0:00

CHINA’S FINE LINE 0:32

COAL COMEBACK 7:45

ZILLOW STOPS (Next Video)

$GPS INSIGHTS

#1 CHINA ECONOMY CONTINUES TO SLOW DOWN DESPITE MEGA INVESTMENT

#2 ENERGY CRISIS PLUS SUPPLY CHAIN CREATING MAJOR INFLATION PROBLEM

#3 PEOPLE MUST BEGIN MAJOR PREPARATIONS TO HEDGE INFLATION

China economy: Third-quarter GDP data grows 4.9%, missing expectations

https://www.cnbc.com/2021/10/18/china-economy-third-quarter-gdp-data-grows-4point9percent-missing-expectations.html

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https://cms.zerohedge.com/s3/files/inline-images/bfm1DC1.jpg?itok=ckwtzdcm

China Warns Indebted Developers like Fantasia and Evergrande: Pay What's Due - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-10-17/china-warns-indebted-developers-like-fantasia-and-evergrande-pay-what-s-due?srnd=premium-canada

China Property and Energy Crises Deliver Blow to GDP Growth - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-18/china-s-gdp-growth-slows-as-property-and-energy-crises-hurt?srnd=premium-canada

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Power crunch: China has little choice but increase coal use, analysts say

https://www.cnbc.com/2021/10/18/power-crunch-china-has-little-choice-but-increase-coal-use-analysts-say.html#:~:text=China%20Economy-,Faced%20with%20a%20power%20crisis%2C%20China%20may%20have%20'little%20choice,to%20ramp%20up%20coal%20consumption&text=Boosting%20coal%20supply%20cannot%20be,long%20term%2C%20said%20Morgan%20Stanley.

U.K. Coal-Power Output Rises to One-Month High on Low Wind - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-15/u-k-coal-power-generation-rises-to-one-month-high-as-wind-fades

Drax could delay retirement of UK coal power plants if requested | Financial Times

https://www.ft.com/content/c3fb3e96-713b-41da-8ab6-3b582940d97c

Where Are All the Shipping and Port Delays Globally? - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-17/port-gridlock-stretches-supply-lines-thin-in-blow-for-economies

TOPICS AND TIMESTAMPS:

Getting Real 0:00

$62 TRILLION MESS 0:27

UNTHINKABLE 8:05

REAL ESTATE 11:33

$GPS INSIGHTS

#1 $62 TRILLION MEGA VALUABLE TOO BIG TO FAIL SITUATION

#2 MORE MONEY NEEDS TO COME THROUGH TO KEEP THIS ALIVE

#3 INVESTORS MUCH WATCH EXPOSURE TO FINANCIAL SYSTEM

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Global Economy Week Ahead: China Reeling From Successive Punches - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-16/china-s-economy-is-reeling-from-successive-punches-eco-week

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China Stock Market: Down Is Still Up for Foreign Investors - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-16/down-is-still-up-for-foreign-investors-piling-into-china?srnd=premium-canada

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New wave of strikes at Deere, Kellogg will test worker power - Axios

https://www.axios.com/new-wave-of-strikes-worker-power-07f5df47-8825-4e76-a951-c8812d686d94.html

Car Parts Shortages Are Hitting U.S. Garages, Creating Weeks-Long Delays - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-16/car-parts-shortages-are-hitting-u-s-garages-creating-weeks-long-delays

Unhappy with prices, ranchers look to build own meat plants

https://apnews.com/article/ranchers-look-to-build-their-own-meat-plants-d95ef3d2aee8e80aa5aca6d06ffa50a4

Global Fuel Crisis Could Thwart Shift to Renewable Energy - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-10-16/global-fuel-crisis-could-thwart-shift-to-renewable-energy?srnd=premium-canada

How Christmas Shopping Is Threatened by Broken Supply Chains - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-14/how-supply-chains-broke-sparking-global-shortages-quicktake?srnd=premium-canada

North American crane count decrease signals uncertainty | Construction Dive

https://www.constructiondive.com/news/north-american-crane-count-decrease-signals-uncertainty/607983/?:%202021-10-11%20Construction%20Dive%20Newsletter%20%5Bissue:37262%5D

Single-family Investor Activity Surges in the Second Quarter - CoreLogic®

https://www.corelogic.com/intelligence/single-family-investor-activity-surges-in-the-second-quarter/

Why Buying a Second Home Is Real Estate’s Newest Trend - Bloomberg

https://www.bloomberg.com/news/features/2021-10-15/why-buying-a-second-home-is-real-estate-s-newest-trend

Fewer in US turn to food banks, but millions still in need

https://apnews.com/article/coronavirus-pandemic-lifestyle-united-states-health-hunger-2c509e7

TOPICS AND TIMESTAMPS:

Breaking It Down 0:00

CONSUMER STRUGGLE 0:35

EMPTY SHELVES 3:26

INDIA AND CHINA 9:14

$GPS INSIGHTS

#1 INFLATION IS EVERYWHERE AS MORE MONEY NEEDED FOR BASICS

#2 BIGGEST WORRY IS FOOD AVAILABILITY AND RISING COST

#3 BUY AT TODAY’S PRICE TO LOCK IN COST AND SECURE POSITION

U.S. consumer sentiment slips to near decade lows as confidence in Biden policies 'significantly' declines - MarketWatch

https://www.marketwatch.com/story/u-s-consumer-sentiment-slips-to-near-record-lows-as-confidence-in-biden-policies-significantly-declines-11634307758

bfmC585.jpg (951×573)

https://cms.zerohedge.com/s3/files/inline-images/bfmC585.jpg?itok=x5_JK4Bp

49124949-10094485-Prices_are_up_on_a_wide_range_of_key_goods_as_high_inflation_con-a-71_1634276433640.jpg (962×1380)

https://i.dailymail.co.uk/1s/2021/10/15/06/49124949-10094485-Prices_are_up_on_a_wide_range_of_key_goods_as_high_inflation_con-a-71_1634276433640.jpg

48301145-10094485-image-a-34_1634288898537.jpg (960×576)

https://i.dailymail.co.uk/1s/2021/10/15/10/48301145-10094485-image-a-34_1634288898537.jpg

Biden is ridiculed online as #EmptyShelvesJoe as frustrated shoppers complain about shortages | Daily Mail Online

https://www.dailymail.co.uk/news/article-10094485/Biden-ridiculed-online-EmptyShelvesJoe-frustrated-shoppers-complain-shortages.html

Flooding in West China Destroys Agricultural Production

https://www.theepochtimes.com/flooding-in-west-china-destroys-agricultural-production_4050113.html?utm_source=partner&utm_campaign=ZeroHedge

Maersk Diverts Ships From Busy U.K. Ports Short on Truckers - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-12/maersk-diverts-ships-from-jammed-u-k-ports-short-on-truckers

Wild Weather Sparks Ship Backlog From Shenzhen to Singapore - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-14/wild-weather-sparks-ship-backlog-from-shenzhen-to-singapore?srnd=markets-vp

Aluminum Makers Sound the Alarm About U.S. Magnesium Shortage - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-14/aluminum-makers-sound-the-alarm-about-u-s-magnesium-shortage

India's October power shortage worst since March 2016 | Reuters

https://www.reuters.com/world/india/indias-october-power-supply-deficit-worst-since-march-2016-2021-10-13/

(11) Javier Blas on Twitter: "For those who don't follow the coal sector closely, Coal India calls itself the world's largest coal miner, and digs 80% of all coal in India. Beyond supplying coal-fired power plants, it serves **non-power** customers like steel, cement and other big industrial operations" / Twitter

https://twitter.com/JavierBlas/status/1448602118714179594?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1448602118714179594%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fcommodities%2Findias-energy-crunch-worsens-power-supply-deficit-worst-march-2016

China coal prices hit record highs, early winter chill adds to energy woes | Reuters

https://www.reuters.com/business/energy/china-coal-prices-hit-record-highs-early-winter-chill-adds-energy-woes-2021-10-15/

L6E77OJIX5KUTK47QLZRBY75MM.jpg (960×1044)

https://cms.zerohedge.com/s3/files/inline-images/L6E77OJIX5KUTK47QLZRBY75MM.jpg?itok=I-L2KqW7

TOPICS AND TIMESTAMPS:

Big Developments 0:00

LOSING IT ALL 0:30sda

THE SECRET 8:25

INFLATION SITUATION 10:59

$GPS INSIGHTS

#1 DEBT IS SKYROCKETING, STIMULUS FADED. BAD COMBO

#2 HIGHER INFLATION NEEDS HIGHER INTEREST RATES

#3 PEOPLE MUST TAKE STEPS TO REDUCE BAD DEBT

Ford Removes Minimum Credit Score For 84-Month Loans - CarsDirect

https://www.carsdirect.com/deals-articles/ford-removes-minimum-credit-score-for-84-month-loans

Almost 20% of U.S. Households Lost Entire Savings During Covid - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-13/almost-20-of-u-s-households-lost-entire-savings-during-covid?sref=6uww027M

Short-Term Energy Outlook

https://www.eia.gov/outlooks/steo/special/winter/2021_Winter_Fuels.pdf

Foreclosures surge 67% as Covid mortgage bailouts expire

https://www.cnbc.com/2021/10/14/foreclosures-surge-67percent-as-covid-mortgage-bailouts-expire.html

bfm798B_0.jpg (951×570)

https://cms.zerohedge.com/s3/files/inline-images/bfm798B_0.jpg?itok=hXj2AlV-

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https://cms.zerohedge.com/s3/files/inline-images/bfmFAF1.jpg?itok=A9eRxmr3

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https://cms.zerohedge.com/s3/files/inline-images/bfm5339_1.jpg?itok=gqqkTaiA

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https://cms.zerohedge.com/s3/files/inline-images/bfm32FD.jpg?itok=jjXFrkfY

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https://cms.zerohedge.com/s3/files/inline-images/bfm60C9.jpg?itok=unT8kH4Q

Fed should pursue faster taper, inflation levels "concerning" -Bullard | Reuters

https://www.reuters.com/article/usa-fed-bullard-idUKKBN2H41MP

Fed’s Embarrassing Ethics Scandal Spurs Calls for More Oversight - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-14/fed-s-embarrassing-ethics-scandal-spurs-calls-for-more-oversight

1200x-1.png (1200×759)

https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iK8MN4t6OYZo/v0/1200x-1.png

Price pinch: global economy caught in perfect storm | Reuters

https://www.reuters.com/business/price-pinch-global-economy-caught-perfect-storm-2021-10-14/

Britain's chicken king says the 20-year binge on cheap food is over | Reuters

https://www.reuters.com/world/uk/britains-binge-cheap-food-is-over-biggest-chicken-producer-says-2021-10-14/

‘Everything Has Gone Sky High’: From Groceries To Gas, Prices Skyrocketing And Could Get Worse – CBS Boston

https://boston.cbslocal.com/2021/10/14/consumer-prices-rising-covid-pandemic/

US wholesale prices rose record 8.6% over 12 months

https://apnews.com/article/business-producer-prices-prices-inflation-728488dd62aec4d09527c7ba9779944f

10,000 John Deere workers on strike after rejecting contract - The Washington Post

https://www.washingtonpost.com/business/2021/10/14/john-deere-workers-strike/

CRB-BLS Commodity Index

https://www.mrci.com/client/crbbls.php

cmdty_BLS_Commodity_Price_Index_Methodology.pdf

https://www.barchart.com/cmdty/media/pdfs/cmdty_BLS_Commodity_Price_Index_Methodology.pdf

Average New Car Sells for Over $45,000 in September | Kelley Blue Book

https://www.kbb.com/car-news/average-new-car-sells-for-over-45000-in-september/