I don't see it bc 2 major forces already in play:
— DataFox (@datafox21) November 23, 2022
1) Deglobalization bringing mfg jobs to US will have sharp supply side issues until normalized, then boon
2) Energy Crisis (created) coming to roost. Not a gentle slide.
>Locations w/ sun AND mfg already will see exponential gains
Thursday, November 24, 2022
Deglobalization bringing mfg jobs to US will have sharp supply side issues until normalized, then boon
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