My fear?
Covid got pushed back but I'm not sure its done with us yet. The Chinese are seeing this first hand and MUCH TO MY SURPRISE we're seeing hints of unrest in Shanghai.
Chinese rioting isn't common (I think...I don't have good visibility on that country and don't follow the news as carefully as I should) and this should be a warning.
Global supply chains will continue to be strained.
We already know the deal with food, energy and general inflation.
I thought just the US was under societal stress...well the US and Europe but apparently that's gone global in a big way.
From my chair we're seeing the conditions set for something big and bad. Just my guess but it ain't hard to see.
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