The narrative around a V-shaped recovery sounds like the fan base of a team that was pre-season top 25 and lost to two mediocre teams at the start of the season. It seemed some promising a few months ago. Surely they will turn it around? They rarely do...
In which case there'd still be other ways to have an inflation play (calls on assets that benefit from inflation?)
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We could also see price controls. I feel like people more easily stomach shortages than market pricing for staples
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Unfortunately yes and especially in this environment, high food prices are textbook precursors to civil unrest
End of conversation
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