Over-ordering to try to corner supply is one part of the supply chain fiasco, but another discounted part is in 2008 the Fed decided to backstop the financial system effectively ending capitalism in the US. Instead of allowing the too big to fail banks to fail, we instead gave them a tremendous amount of QE Money. The banks in turn ended up investing it in stocks, and many companies then did stock and bond buy-backs with it, which was a way of getting rid of less interested parties in the org like employee's or smaller investors. That money in turn went into mutual funds and other such so called stable investments.

The supply of ROI is largely determined by demographics, there's only so many people producing so many hours of labor, and most of the world's demographics are upside down save for the US, France, India, New Zealand, Japan, Taiwan and Brazil. China for example has peaked demographically for at least the next 60 years. That money, at first, flooded out into the international markets of the world and, like a jackhammer against concrete, shook loose a lot of foreign institutions and galvanized investments in things like Alibaba or construction in Mumbai. Once that had played out 2008-2015 or so, the worlds investment capital flooded back into the US and those societies with a growing demographic as all the game was up in countries with a fixed ROI. It's like a game of musical chairs, once the music stops if you don't have a piece of the market secure, you're toast.

A Capital flush market with limited ROI is a nasty place to be in, you give an executive of any reasonably sized company an ROI figure or expectation, and given the competition is willing to lose money trying to secure a chunk of ROI of the economy for themselves at a loss, and outside of monopolizing\oligopolizing the market, playing a ponzi scheme game, there's only one other way to do it. Grind wages down as hard as you can.

Americans have caught onto this, which is why you have a populist movement forming. They are smart enough to see this, and the reason for GME And AMC is, those are "gotcha" plays. Covid has thrown the market into a complete blender because people are recognizing working bullshit jobs at a bullshit wage means they are taking on credit card debt to subsidize their employer or saving money at a rate that will never allow them, no matter how hard or smart they work, to afford the down payment to a house. When that's going on, you're at the end of the rope of ROI. Doesn't matter how many immigrants you import to cheapen the labor pool, you're done with the squeeze and in the middle of a full blown populist revolt. We are finding out the reason for minimum wage was for minimum labor availability. If people can't make enough to live decently, they move to a farm or they choose to go homeless and live a drugged up life on skid row because that is the best they believe society will ever offer them.

It's pretty well established by war planners that if you lose 20% of your population due to a pandemic, the knock-on effect will be losing another double digit percentage in an economic collapse. We've lost approx. 5% of the labor force since the start of the pandemic and turnover at many orgs is accelerating. The vaccine is another huge part of this. If you hit up the CDC wonder system and total the number of life threatening vax injuries (hospitalizaton, disability or death) and divide by the CDC front page number of total number of people with at least 1 vaccination, you will find out dec 2020 the incidence rate was 1\500k. Today it's ~1\1380. It's dropping 2 orders of magnitude every 5 months. The CDC can and I assume has been contacting people and doctors who file VAERS reports back to confirm issues, because having your own data provide a doomsday scenario when you are trying to push vaccines is really dumb.

The CDC print numbers don't match polls, 10's of millions of impotent vax doses have been administered due to well documented and publicized manufacturing issues, and VAERS under-reports. E.G. A CDC Whistleblower leaked they had found over 40k vax-induced deaths in medicare data back in July. So, adjust speculatively for that, and the math says the rate can be as high as 2% of people are experiencing life threatening injuries and that's within your reported excess hospitalizations and excess deaths numbers. The reason the vaccination rate has slown down is Everyone knows someone who's been injured by the vaccine. Employers are being sabotaged by the government into a precarious situation. Meantime, the knock-on supply chain shocks from extremely high staff turnover and inflation jackhammering wages plus people having time off during the pandemic to get their heads together is all hitting at once.

Kenyesian economics is extremely simple to understand. We give all the money to wealthy people to invest it however they see fit, and they somehow manage the social policies however they deem fit to make society work for all. It is not capitalism, it's not even socialism. It's some kind of new technological feudalism. And the supply chain shocks and onset inflation are all a sign of the kind of aggressive stagflation that occurs when that meets a populist revolt.

What we get into now for the next 24 to 48 months is watching countries try to onshore production and different investment groups from different countries try to battle it out tactically in the market to break the other investment group while the government shoves money into the economic system trying to keep the thing afloat. You're going to get contrarian policy battles and all sorts of things that make the ridiculousness of the last year look pale in comparison.

Grab your popcorn, we're about to watch what happens when an immovable object meets and unstoppable force.