So what is actually going on? Supply issues everywhere while at the same time a booming stock market?

Is quantitative easing and unemployment protection turning our economy inside out?

It seems like prime time to deploy capital to build manufacturing and raw material capacity, is it all getting sucked into markets too abstracted from reality?

I’m getting a gut feeling that we’re running towards an entirely new kind of crash, worse but much weirder than have been experienced so far.