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the date of today is important date and

the reason that's important is just

yesterday at Davos Switzerland the IMF

stood up and said the world economy is

hitting into the worst economic

headwinds since World War II the worst

and that's why it could be bad news but

depending how you look at it it could be

very good news this is about its macro

environment as I've ever seen and I

think most people's read on it is

probably wrong right now I'm going to go

take you through a history lesson today

why I'm concerned yeah so why World War

II World War II is a fascinating period

because like kovid the entire world had

basically been stuck at home or been on

battlefields everyone came back there

was no supply of Commodities and goods

Global Supply chains were broken and

everybody came back and started


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