Kevin discussed the following topics: common sense tells us there is no driver shortage, when stories are written about "inflation", the examples given blaming tariffs don't add up; S&P Global U.S. Manufacturing Purchasing Managers' Index was released, example of the headline doesn't match the story; China buying wheat and soy beans for the first time this year; Kevin has the details, digs into the information, puts the data into historical perspective, offers his insights and opinions.

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