"I rather listen to the hedge fund guys, at least they have skin in the game, don't they?" Not really, right? They make a lot of money even after they get it w

"I rather listen to the hedge fund guys, at least they have skin in the game, don't they?" Not really, right? They make a lot of money even after they get it wrong? "Right now, it feels like the supply issue cannot be remedied or solved because of heavy regulations and a stagnant productivity." This supply issue has existed for, what, a few months? We can literally see the containers piled up on the coasts, is there a good reason to believe that once the backlog is cleared there will be some kind of permanent problem? I have not seen a compelling argument, the original article here doesn't make much of an argument for sustained issues although they give that impression with the headline and the intro. I will be very shocked if heavy sustained demand doesn't induce productivity gains (which have evaded the US economy for quite some time), but I will also be very surprised if the level of demand we are seeing from pent-up COVID-19 cash sustains itself much longer, a lot of goods demand is going to convert into services demand - if only because of shipping delays.