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Sunday's free newsletter is posted already and today we question the sanity of "just in time supply chains" considering some folks get their life sustaining medicines from overseas. If the China shutdown lasts longer than expected, what happens to folks who'd lives depend on those very medicines?
Give it a read, it might open some eyes.
World trade is a wonderful thing. There’s been trade between continents and nations for thousands of years, creating better societies, and better life for all. But there comes a time, when things you don’t think about, should maybe NOT be outsourced.
In tonight's free investing newsletter, we start the general commentary with a serious question. Did this virus "escape" or was it let loose on purpose? If it was let loose on purpose, what was that purpose? Did the US or some other nation want to cripple China? Or did China itself, suffering from the costs of millions of retiree's getting pensions, turn it loose on its own people? Very disturbing reading.
In the Market commentary, we talk about the market's incessant rise higher, and how it's happening. We discuss some of the things Jay Powell said yesterday concerning QE, and interest rates. And we ask the simple question, how long can this go on? I think it's good reading folks, give it a shot.