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I think the U.S. economy is running too hot and it's time to slow things down.
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Supply chains have not improved and shortages won't be resolved until demand slows down.
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Inflation is at 40 year highs while savings rates is at the lowest level in years after fiscal & monetary policy has dried up.
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Gas is over $4 a gallon.
I predict a recession later in '22 or early '23. It won't be as bad as early '20 during COVID with +15% unemployment rate, but things will slow down because people just can't keep spending forever in this kind of environment.
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