저자: 미상 · 외국인
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마이클 버리가 2021년 11월 영상에서 공급망 위기와 식료품·약품 부족 사례를 소개하며 장기적 인플레이션과 품절 확산을 경고한다. 영상은 한 메인주 식료품점 운영자의 이메일을 근거로 공급 부족이 팬데믹 중 최악 수준이라고 주장한다. 주요 근거로 육류 재고 감소(쇠고기 전년 대비 7.7% 감소, 가금류 20% 감소, 돼지 삼겹살 44% 감소)가 제시된다. 약국 처방 대기시간 증가와 FDA 의약품 부족 목록 149건 등 의약품 공급 차질도 언급된다. 버리는 육류 가격 추가 인상과 소매 구매 제한이 이어질 것으로 본다. 영상은 구체적인 종목 매매 추천이나 주가·지수 목표치를 제시하지 않는다.
다듬은 글
michael bury secret industry insider just revealed what is really behind the shortages at our local supermarkets if you've been following michael burrie on twitter you will know he has sent out several warnings about a stock market crash and now he's telling the reasons behind the shortages at local supermarkets let's see exactly what he's saying and what we need to watch out for today we're going to talk all about michael bury's revealed reasons behind the shortages in supermarketury if you're interested in everything around harketability secrets predictions and stay one step ahead of back to our topic michael bury we're not sure if you've seen the big short but he was the one who made a ton of money by betting on the housing market collapsing in 2008 fast forward another 13 years or so and he's issuing another warning to us investors as he explains the causes for the local superstore shortages here's what he had to say an industry insider just revealed the truth about what's really behind the shortages at our local supermarkets the supply chain crisis that our supermarkets are facing is far worse than the mainstream media has been telling us the mainstream media keeps trying to put a happy face on the temporary shortages but an industry insider has let me know what's really going on behind the scenes this particular insider runs a grocery store in maine and he says that things are as bad as he's ever seen in fact he says that he has never seen anything close to what's happening now the email that he sent to michael the other day greatly alarmed him and he asked him if he could share it with all of you he gave him permission to do so as long as he didn't use his name we haven't received an email this startling in a long time as you hear this email he thinks that you will quickly understand why michael is saying that so let's hear out the email i'm self-employed for 25 years now independent iga affiliated grocery store in coastal maine supply issues are real my supplier has limited us on orders for about a month now limited the physical numbers of cases we can order their issue is and was mainly the help crisis in their warehouse order pickers and truck drivers same story everywhere i know many of the items your readers commented about in this article are the same here very limited gatorade and gallon water is sketchy at best sometimes we get it sometimes we don't i've not seen many supply issues in produce rather poor quality issues there much more than normal deli bakery yes lots of out of stocks and long term unavailable as my supplier likes to word it on the invoice in the center store dry grocery like others are saying tons of out of stocks meat supply is fair but pricing is extremely high shockingly high to me the middle class is slowly being destroyed with these price hikes death by 1 000 cuts of sorts i guess my frito lay delivery person tells me that he's getting 55 to 60 of what he's ordering my last nabisco order had 30 out of stocks over the years we always get 99 to 100 of what was ordered pepperidge farm cookies he tells me some weeks he's only getting half of what he orders these folks all work on commission if they don't or can't sell it to me they don't get paid or get paid less when we place our liquor order twice a week out of stocks there are running 30 most orders this commodity was always 99.5 to 100 fill rate over the years always it's frustrating as i said self-employed 25 years and worked for kroger for 25 years before that so 50 to 51 years in this business never seen anything close to what's happening now add to that a far-left governor and both houses here in maine democrat controlled i just know we're on the verge of another mass mandate and a lockdown of sorts would not surprise me again as we move into the colder months as you've seen i'm sure maine is in the news with covet cases surging so they say i come to work every day just holding my breath for what is next for our business and the 35 people i employ here in maine can you hear the fear in this email this industry insider is trying to order normal quantities but his suppliers are often unable to completely fulfill them bury said that as you can hear from this email the shortages are widespread and this is the worst that they've been during the entire pandemic so far if there is something that you need to stock up on i would grab it if it's still on the shelves because pretty soon it may be completely gone he then added that on friday i went to the grocery store and they were out of several things that i wanted to purchase unfortunately we continued to get more confirmations that this is going to become the new normal for example according to bloomberg meat reserves in this country have plunged to dangerously low levels then a u.s report wednesday showed beef reserves down 7.7 percent from a year ago in august poultry supply slumped 20 percent in pork bellies which are sliced into bacon dropped 44 to the lowest level since 2017.
in most cases supermarkets still have meat on the shelves but it's definitely a lot more expensive than it used to be and we're being told to brace ourselves for more price hikes in the months ahead of course other types of retailers are facing severe supply shocks as well a few days ago another reader sent me an email in which he described what he's seeing at his local pharmacy but the big issue however is at the local drugstore rite aid the place is thin at best and stripped in some areas last week there was no zinc available the beer cases are notably sparse the main issue however is at the pharmacy six or eight months ago you could walk in and have your prescription filled inside of 20 minutes if you called in the prescription the day before it was waiting for you not so anymore yesterday i went to pick up an rx for my wife that had been called in last week right now dozens and dozens of drugs are in short supply in fact the official fda drug shortage list has 149 entries on it right now that's the most i've ever seen as shortages persist retailers are going to start implementing more limits last week we learned that costco has already started to pull the trigger after showing this email bury asked people that he's been warning that rampant inflation and shortages were coming for a long time but a lot of people didn't want to believe me at first but if you were one of those doubters do you believe him now what do you say let us know in the comment box below so uh you
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