Quote (dro94 @ Mar 20 2022 07:26am)
I'm not convinced markets have priced in ALL of the following effects, particularly 1) and 5):
1) Major lockdowns in Chinese cities, particularly in Shenzen which is a key industrial area, thus exacerbating the risk of supply chain bottlenecks
2) Full blown war in Europe which will further pressure supply chains
3) Locking out Russia from the global economy
4) Inflation out of control
5) A recession resulting from the above
6) Potential for escalation in the war (unlikely but possible)
Tina?
Buy record high commodities , stocks , land/housing or let the cash rot