now we actually are actually moving into real growth, which is why hardware stocks are working now
the shift from globalism and just-in-time inventory to protecting your natural resource sectors or what have you in this new deglobalized world is going to be secularly inflationary. And it can be also very positive for growth.
one of my favorite trades was just to long December and sleep much better at night because you're not whipsawing off each Trump fake bullshit tweet, but just playing the supply issues on a longer-term horizon