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The "Great Resignation" --> 6 supply reasons labor market tightness is "transitory"

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STRATEGY: The "Great Resignation" --> 6 supply reasons, labor market tightness is "transitory"

Labor cost is a key question, but 6 supply reasons we see as transitory The focus of this note is primarily focused on the shortage of workers.  Earlier this week, my co-founder John Bai and I met with DJ, a portfolio manager in NYC, and her tea...

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