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February 1, 2022 | Pandemic Shortages Shifting to Record Stockpiles

Danielle Park

Portfolio Manager and President of Venable Park Investment Counsel (www.venablepark.com) Ms Park is a financial analyst, attorney, finance author and regular guest on North American media. She is also the author of the best-selling myth-busting book "Juggling Dynamite: An insider's wisdom on money management, markets and wealth that lasts," and a popular daily financial blog: www.jugglingdynamite.com

Just as record leverage accelerated the rebound from the 2020 recession in record time, it has also brought the next downturn in record time, not two years after the last.  Inflation was last year…

Abnormally high consumption of goods over the past two years is understandably mean reverting while surging supply, stockpiling and inventories have set up another negative growth shock.

Here is a direct video link.

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February 1st, 2022

Posted In: Juggling Dynamite

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