We're living quite a comfortable life, but there are a lot of societies that are suddenly on the edge. We see inflation in the price of goods people need to live and survive everywhere. Central banks can raise rates until they engender a recession and reduce demand. But raising those interest rates doesn't make any new oil or gas. It doesn't makes any new food. This is a supply side crisis. The old economy has been starved for a generation or more. And it will take astronomic amounts of investment in the old economy at same time as we're waking up to a commodities shortage.

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