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Need a long acceleration (“long-acc”? Am I talking like a trader yet?) trading strategy with less than $2000 retail buy-in (my speculation limit right now) Sadly most of my current predictions are zemblanitous.
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2. Major underground economy boom based on breaking restrictions and controls. Think blockade running economies during sieges.
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3. Wave of secondary non-Covid mortality due to mix of dangerously deferred “elective” healthcare and overwhelmed hospitals (first operationally, them financially)
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4. Longer-term supply disruptions from a different source than just inventory imbalance across business/consumer: production disruptions at source (harvests etc... think South Dakota pork factory as early example), outbreaks in distribution labor hubs (already looming)
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The way things are going, I won’t be surprised if politics causes the disruption of supply chains dependent on China. The desire to pin blame is intense right now.