The China-Taiwan Situation

I think what we don't realize is that once a company raises prices and passes it through, those are pretty permanent until you hit the skids in some type of recession situation. It's been okay for companies so far with inflation because they've had pricing power. As competition heats up, as pricing power goes away or at least gets reduced for the rest of the year. So this stuff can happen really fast. It can disrupt global supply really fast. But I guess my point is all the signals are there. China is basically telling you what they're going to do. And the fact that the market is not acknowledging it whatsoever, they seemingly think they have the bandwidth or the room or the

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