The Cliff is Starting to Appear (Bob Kudla)

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How quickly “nice to haves” go out the door depending on how much disruption in oil and how long people think it will last. That’s the confidence factor where the inflation rate and cost of living increases split apart because of supply & demand imbalances. Cost of goods sold, those costs for increased shipping times will get passed through to the customer. War eases monetary policy and there is whole lot more money in the system.

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