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Exchanging Lanes: Episode 2

This discussion has a more recent version.
edited August 2021 in Real Vision 28 comments

EPISODE 2 

UPDATES:

  • Nat gas: fracking, production disruption (trade idea)
  • Lumber: supply chain, homebuilding & housing demand (trade idea)
  • Autos: used cars, dealership inventory
  • US employment: job posting, unique observation on labor shortage

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