The Supply Chain Breakdown Has Begun
It’s unclear if the breakdown can be arrested quickly — or at all. Consumers (and investors) should expect worse effects in the months ahead. How much worse remains to be seen…

It’s unclear if the breakdown can be arrested quickly — or at all. Consumers (and investors) should expect worse effects in the months ahead. How much worse remains to be seen…
By Jim Rickards,

In today’s Money Morning…there’s a lot of disruption happening in this space…EVs could get a big boost from the war in Eastern Europe…it’s easy to get caught up in the current panic…and more…
By Selva Freigedo,

Consumer prices are rising. Real wages are falling. Investors are panicking. Productivity is dropping. The trade deficit is getting worse. Mortgages and car payments are rising.
By Bill Bonner,

When investors fall out of love with stocks, bonds, property, cryptos, and private equity…we are in for a period of emotional upheaval…one we ain’t never seen before.
By Vern Gowdie,

In today’s Money Morning…abandoning fossil fuels will be costly…capital cycles and underinvestment…fossil fuels and the all-or-nothing approach…and more…

According to the Swedish National Seismic Network, the readings registered by their seismographs came from ?two clear explosions?. As a Danish Air Force fighter plane confirmed, later on, gas was leaking out of the Nord Stream pipelines
By Selva Freigedo,
Investment ideas from the edge of the bell curve.
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