[Bloomberg] Europe Risks Rationing If Putin Cuts Off Russian Gas Supply. Spat over payment terms could lead to supply cut next month.

https://www.bloomberg.com/news/articles/2022-04-24/europe-risks-rationing-if-putin-cuts-off-russian-gas-supply?srnd=markets-vp The prospect of Europe getting cut off from Russian gas supplies is starting to get real. The clock is ticking in a standoff over the Kremlin’s demand that its customers in Europe pay in rubles for the fuel, which …

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The Supply Chain Crisis Will Worsen

by Martin Armstrong The supply chain issues across the world are continually worsening due to government mismanagement. It seems as if there are sinister intentions at play, as these new restrictions seem to be a deliberate attempt to destroy the global …

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M1 money supply since 1960.

There’s more to this chart than meets the eye. The first caveat is that in 2020 the fed changed the formula for how it calculates M1, which was updated to be more expansive in terms of what sources are included …

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“The market is punishing US companies that rely on international supply chains or have a high international manufacturing footprint.” – Goldman

'The market is punishing US companies that, according to Goldman, "rely on international supply chains or have a high international manufacturing footprint." Investors want to see more onshoring.' https://t.co/N4gz5io4xu via @SoberLook pic.twitter.com/AFnzddq0j9 — Jesse Felder (@jessefelder) March 29, 2022