Is There a Bullwhip in Commodity Markets?

It's very hard to make sense of what's going on because it's like the world is ending, but also there's just cash and liquidity everywhere. It does seem like at any second, maybe this is what the Fed is like terrified about. I still do think Europe is kind of screwed, but a lot of this stuff is longer time horizon. We're obviously going to get a recession, but maybe like Q three or Q four of next year. Right? But along the way, we're going to continue to see these rips.

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