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The goods are not there. Shipping volumes from China to the US are down I think by 40% right now, and shipping companies are outright canceling berthing in US ports right now due to the low shipping flows.

We're about 1 or 2 months right now from some goods not being available in the US at any price. If people lost their mind over that happening during COVID, well, this is going to be just as bad.




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