It sort of a perfect storm from where I sit: * Trump tax cuts contribute to deficit and demand * COVID stimulus contribute to deficit and demand * COVID caus

It sort of a perfect storm from where I sit: * Trump tax cuts contribute to deficit and demand * COVID stimulus contribute to deficit and demand * COVID causes supply shortages, with same demand, so therefore higher prices (see markups on cars). * Putin has to go and make it worse with an invasion, pushing up energy costs, which are part of the cost of everything.