It's no secret that there have been shortages in many consumer products and materials. Some of this is driven by systemic issues in the supply chain and insane demand from the economy going from 0 to 100 in a short period of time. Is this an opportunity? Is there a way to invest to benefit from these shortages, we discuss and give some ideas. We also see how we are doing on our 2021 predictions from earlier in the year.

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