The “Great Resignation”- 6 Supply Reasons That Labor Market Tightness Is Transitory

Labor cost is a key question, but 6 supply reasons we see as transitoryThe 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 team.  DJ works for a large asset manager in NYC and is one of the earliest clients of Fundstrat (signing up in 2014, when we first launched).  So, we were glad to sit down with DJ.  On her team was her colleague from London, Marina, and ...

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