The Long View đŸ„
HayekAndKeynes
Operation Warp Speed is chugging along @PantheonMacro @IanShepherdson Only 18% of the population is 65+ (~60m - 120m doses) and less than 2m live in nursing homes (30% of deaths).
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Curious how many of the commodity price spikes are due to supply chain interruptions from sidelined workers. Clearly the Biden agenda and reopening are going to usher in strong growth
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Retail sales bounced back like a rubber band because of stimulus (Trump checks, PPP, UE bonus). It’s all over in a few weeks & with the new uptick we likely
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