Are commodity supply chains in danger is siezing up?

Thursday 24 March 2022

Courtesy of ZeroHedge.

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Sometimes repo guru Zoltan Pozsar is so far ahead of his time, it takes the “experts” weeks just to read up on all the required source docs to even grasp what he is talking about.

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.