I'm just worried that the picture of consumer demand and supply is too muddy. The auto assembly plants out here are packed full of vehicles that are assembled, but waiting for chips to come in. We still haven't seen the full brunt of mortgage/credit defaults, cerb tax clawbacks, etc. What kind of effect will the US overreliance on QE be?
The ground is very shaky right now. Maybe I'll just go all in with gold stocks.
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