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We’ve seen inflation in different areas for two lears - lumber (both supply side by mills shutting down from covid , and demand side from people doing construction projects due to covid), imports (shipping chaos from covid and the evergiven didn’t help), silicon chips and their knockons into things from cars to network switches due to china’s covid policies, to oil (demand evaporated due to covid, then when demand came back supply didn’t follow), then Russia caused more supply constriction in both oil and grain supplies.


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