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The Can Shortage has been well documented. I've seen it at work. I'm seeing our Can lines run more than I have in 10-15 years where we would just crank out 200k+ cases a day. https://www.usatoday.com/story/mone...r-soda-coca-cola-pepsico-covid-19/5443308002/ My Old Man bitched to me about why he couldn't buy Caffeine Free Coke Cans anymore 2 months before I saw this IRL. Now I'm seeing us bringing in Can Stacks from fucking Brazil. The Local Ball plant can't keep up with demand. Every one is at home drinking cans? Hell the trend for the last 10 years was everyone wanted their own bottle, and cap. Now Back to Cans? I get 20oz demand down since that is largely driven from Gas Stations, but Can Demand? We are at Can Demand that reflect Thanksgiving levels.
Coin Shortage? Fuck I have not a clue. My first guess was declining transactions, but wouldn't that leave all the change in the bank? Same for rise in electronic Transactions. I traveled in May and it was the first time I was using actual currency in months. Since then, I haven't used actual currency. So why a Coin Shortage? I just don't get that one.
Ok the last one is Lumber. Why are we having a crazy shit in the pressure treated lumber market? It's got to be Home Builder Demand driving that. They are the only ones that could stomach that price shock. So that's a neg interest thing?1! I dunno. I think it's desperation
I think we are in for one hell of a crash. https://www.youtube.com/watch?v=dshtegldnPo
Coin Shortage? Fuck I have not a clue. My first guess was declining transactions, but wouldn't that leave all the change in the bank? Same for rise in electronic Transactions. I traveled in May and it was the first time I was using actual currency in months. Since then, I haven't used actual currency. So why a Coin Shortage? I just don't get that one.
Ok the last one is Lumber. Why are we having a crazy shit in the pressure treated lumber market? It's got to be Home Builder Demand driving that. They are the only ones that could stomach that price shock. So that's a neg interest thing?1! I dunno. I think it's desperation
I think we are in for one hell of a crash. https://www.youtube.com/watch?v=dshtegldnPo