Contrarian view
Omicron is the final surge of covid with worldwide community immunity. Medicines, vaccines and natural immunity take over.
International travel resumes, supply chains return to normal and inflation returns to normal.
Technological disruption of old supply chains continues and costs continue to fall.
Demand weakens in response to interest rates and once inflation and growth drops, government and banks need to stimulate again.
Maybe tech will bounce back and inflation threat is overblown?
Contrarian viewOmicron is the final surge of covid with...
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