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Questioning The Already Questionable State Of Global Demand

Jeffrey Snider profile picture
Jeffrey Snider


  • We may not know what the newest COVID variant holds, but it may not actually matter. The economy is already questionable and has been more and more for quite some time already.
  • In other words, the issue at hand isn’t necessarily omicron nor really a “growth scare” grown more scary by another possible round of the pandemic.
  • The market is, right now, further questioning the demand side of the physical price formulation - and it is doing so on top of substantial questions about demand which have been lingering around for more than half a year so far.

Aerial view of cargo ship in transit.

bfk92/E+ via Getty Images

If markets seem a bit on edge, I guess omicron seems a good reason, if for no other reason than we don’t know much about it. But even that reaction points toward something else. A truly robust economy has

This article was written by

Jeffrey Snider profile picture
As Head of Global Investment Research for Alhambra Investment Partners, Jeff spearheads the investment research efforts while providing close contact to Alhambra’s client base. Jeff joined Atlantic Capital Management, Inc., in Buffalo, NY, as an intern while completing studies at Canisius College. After graduating in 1996 with a Bachelor’s degree in Finance, Jeff took over the operations of that firm while adding to the portfolio management and stock research process. In 2000, Jeff moved to West Palm Beach to join Tom Nolan with Atlantic Capital Management of Florida, Inc. During the early part of the 2000′s he began to develop the research capability that ACM is known for. As part of the portfolio management team, Jeff was an integral part in growing ACM and building the comprehensive research/management services, and then turning that investment research into outstanding investment performance. As part of that research effort, Jeff authored and published numerous in-depth investment reports that ran contrary to established opinion. In the nearly year and a half run-up to the panic in 2008, Jeff analyzed and reported on the deteriorating state of the economy and markets. In early 2009, while conventional wisdom focused on near-perpetual gloom, his next series of reports provided insight into the formative ending process of the economic contraction and a comprehensive review of factors that were leading to the market’s resurrection. In 2012, after the merger between ACM and Alhambra Investment Partners, Jeff came on board Alhambra as Head of Global Investment Research. Currently, Jeff is published nationally at RealClearMarkets, ZeroHedge, Minyanville and Yahoo!Finance. Jeff holds a FINRA Series 65 Investment Advisor License.

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Comments (4)

My company makes equipment. Don’t want to give the name. We’ve way over ordered parts because of shortages and shipping issues. The product I work on has > 200 parts. We struggle to just get a few of them, so it’s difficult to fill all of our orders. On the otherhand, the parts we can get, we now have a 3 + year inventory instead of our more normal 4-6 months worth because we were scared we wouldn’t be able to get them. We now have 6x more in $ of parts in our warehouse than normal. I bet this is happening everywhere.

When the shortages and transportation issues ease, we may find ourselves with deflation in certain areas. Don’t be surprised!
Longbottom profile picture
Thanks for the article; good reading.
Economics ... the dismal science
Thank you. Your articles are my top reading priority.
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