The Global Financial Crisis

We've had this relative tranquillity for the past 20 years, and i would say kind of a false tranquillity. When we had the pendemic crisis, the shock on the supply constrains caused commodities to rise. And when commodities began to rise, you hot, you have this inflationary hadwin. A an inflation is a problem we haven't really faced in many decades. It's been a cyclical problem. Now we're entering more deglobalized environment. That will set off a lot of other themes and ideas. No companies that will be forced to bring back their manufacturing to the west. We're going to see no residential construction happening in developed economies as