This has the potential to be the greatest experiment to test the superiority of the Exchange against everyone/thing else. I truly believe that a truck driver and a D student can self-generate a better grasp of the real economy than so called economists, market participants, academics, policy makers and anyone else - precisely because we are taking a highly unconventional (and highly rational) approach. But we need your help - so if you have anything (really- anything) to contribute, please do so and build upon this.
In this debut video, we take a real world look at US labor & inflation via:
•Commodities, specifically nat gas fracking “quietly” underway, while crude at $70 and GS & JPM calling for $80 due to OPEC+, Biden green agenda, reopen demand.
•Keystone XL (not so dead?)
•New and used car shipments & inventory (used cars accounted for nearly ⅓ of today’s May’21 CPI surge, and drove April ‘21 spike as well)
•Lumber, housing market / home builders bottleneck
•Wage inflation, and the non-wage-related factors holding back workforce participation
• RVs & Winnebago stock
@Bradley Snyder = real world cross regional dot connector
@Weston Nakamura = financial markets cross asset dot connector
The Exchange = both of the above x infinity