I get your point and you are probably, i guess, right. Whats more interesting, or frightening, to me is that we are looking at the big picture and not the details. For years everyone was talking OIL and GAS. Now everyone is talking about Refineries (from OIL) and fertilizer (from GAS).
So im more curious about the details that we will uncover in the coming months, possibly years. One cant yet fathom what exactly we will see, because "Energy" and "Food" are really just so general, but the devil is in the details. Thanks for writing !
Any thoughts on the sizable increase in GDP/capita of EM nations vs say the 2010-2014 period and their ability to absorb inflationary pressure? USD is the elephant in the room still but could see energy demand stay fairly healthy especially with if China goes full stimulus.
What can an individual do against these headwinds? Personally, I have a goal to become more mindful and waste as little food as possible. Charity does not work as one is still outbidding another for limited resource. Waste reduction and optimization will make a huge impact.
I get your point and you are probably, i guess, right. Whats more interesting, or frightening, to me is that we are looking at the big picture and not the details. For years everyone was talking OIL and GAS. Now everyone is talking about Refineries (from OIL) and fertilizer (from GAS).
So im more curious about the details that we will uncover in the coming months, possibly years. One cant yet fathom what exactly we will see, because "Energy" and "Food" are really just so general, but the devil is in the details. Thanks for writing !
Any thoughts on the sizable increase in GDP/capita of EM nations vs say the 2010-2014 period and their ability to absorb inflationary pressure? USD is the elephant in the room still but could see energy demand stay fairly healthy especially with if China goes full stimulus.
So western stagflation, china bull market, emerging market starvation and riots.
Personally am embracing my frugal side, and getting exposure to energy.
What can an individual do against these headwinds? Personally, I have a goal to become more mindful and waste as little food as possible. Charity does not work as one is still outbidding another for limited resource. Waste reduction and optimization will make a huge impact.