You Are Probably Ignoring the Cause of the Next Inflation Shock

``By combining labor supply and the weakest productivity for any expansion since World War II, Paulsen reckons U.S. supply -- or an economy's capacity to produce goods and services -- has grown just 2 percent since the recession ended six years ago. That's so slow that it's even being surpassed by otherwise disappointing demand, something investors have failed to appreciate, he said.''