A mini random thought that will be fleshed out later…btw join us on Telegram link (https://t.me/thaicapitalist) we’ve been having fun chatting about ideas & what’s going on in the market (jmart/singer/wph/prm/royalty… *grin*)
Where are the markets today
2020 – lockdown
2021 – reopening for the Western Markets
2022 – 1H22 – Ukraine/Russia, 2H22 Asia finally reopens
So with supply chains being locked down in multiple parts of the world from 1Q20 to 4Q22, there is now a wave of demand that is still yet to hit businesses/commodities. Supply chains are nowhere near their efficiency levels of pre-c19, due to a combination of bankruptcies due to lockdowns, geopolitics due to US vs China and Russia vs Ukraine. And due to a combination of reshoring/offshoring away from Chyna, it will take at least another 5 years in my opinion before we can…
