The Best Place To Ride Out the Supply Chain Storm

[The Bleeding Edge]( The Best Place To Ride Out the Supply Chain Storm By Jason Bodner, Editor, Outlier Investor I don’t ever willingly get fleeced, but this was a matter of pride. Last holiday season, after a cruddy year of COVID and lockdowns, I wanted to do something nice for my kids. I printed out a picture of a Sony PS5 and proudly told them that – as soon as I could get my hands on one – it would be their gift. But my oldest looked up at me and said, “Good luck. Maybe in a year or so.” Well, it’s almost a year later… and I finally bought one. But I had to go to eBay and pay more than double the manufacturer's suggested retail price (MSRP). Ouch. And I doubt I’m alone. Many people are discovering that it has become nearly impossible to get a number of products. If you’re trying to buy a PS5, Xbox, computer, car, or home appliance… good luck. It all comes down to supply chain problems. So today, let’s break down the issues we’re seeing… and uncover the best way to profit from this devolving situation… Recommended Link [Elon Musk, Mark Cuban & Richard Branson Plowing 💰into This Tech]( [image]( The world’s most powerful Billionaires are doing something strange. - Mark Cuban - Elon Musk - Richard Branson - NBA Legend Michael Jordan - Twitter Founder Jack Dorsey ...are ALL investing in the [same new technology](. (Cuban just doubled down, because he thinks the tech “will ‘dwarf’ Bitcoin.”) So why are these 5 billionaires circling the same odd tech? America’s #1 tech forecaster Jeff Brown set out to discover the truth. He sat down for a recent interview with Chris Hurt to discuss the full details. [Click here to watch (Including the easy $25 move).]( -- Stuck in Gridlock Hi, I’m Jason Bodner, and I’m the editor of Outlier Investor. There, I use my nearly 20-years of experience on Wall Street – and my high-tech system for market analysis – to lead my readers to big profits. Unlike traders, and even some investors, I like to look at the long-term picture. As I’ve shared in previous essays, I believe [the stock market is the best place]( to create life-changing wealth. But our success deeply depends on placing our bets on [the right companies]( at the right time. That’s why it’s important to keep a close eye on big trends influencing the markets… like the current supply chain snarl. More than 30 million tons of cargo are caught in gridlock off U.S. ports right now. And news headlines are already making dire predictions about the state of holiday shopping this year, predicting wide shortages. My colleague Jeff Brown even shared that he’s [ordered his turkey]( well in advance of his usual schedule. But how did we get into this state of affairs? Before we can profit, we need to dissect some of the issues that led to this mess. Recommended Link [[URGENT] Wait and You Could Be Too Late]( [image]( 2,175%... 4,181%... 7,677%... 13,335%... and 30,900%... These are the explosive returns of cryptocurrencies in 2021 alone. If you missed out, you still have time left… If you act now. According to Teeka Tiwari, the man voted the #1 Most Trusted Crypto Expert… We are quickly approaching what could be the most important — and profitable — event in crypto history. Teeka calls it the “Final Countdown.” And it could be [your LAST CHANCE to capture the biggest potential crypto profits.]( [Watch Teeka’s Urgent Video Now.]( -- A Compounded Effect In the movie Pulp Fiction, Mia Wallace (Uma Thurman) overdosed on drugs. In response, a bewildered Vincent Vega (John Travolta) plunges a needle of adrenaline into her chest, jolting her back to life. The U.S. government did its own version of this scene last year. When COVID hit, the uncertainty surrounding the disease led to lockdowns and job losses. In America, the government came to the rescue with its own version of adrenaline – the Paycheck Protection Program (PPP), multiple stimulus payments, and generous unemployment benefits. And, of course, the money printing to pay for it… The upside was that immediate disastrous economic consequences were avoided for most people. The downside was everything that came after. We’re now dealing with a monster deficit and wicked inflation. Idling container ships are just the most visible symptom. [9 Billionaires Buying “Disruptive” Technology (Plus, get the pick at the center of it all… for free).]( Yet part of the issue is that many people don’t want to go back to work. Where I live, pretty much everywhere I look, I see sun-faded “Help Wanted” signs – meaning they’ve been there for a while. And this has had a compounding effect on manufacturing lines… trucking companies… and our nation’s ports. There aren’t enough workers to get products where they need to go on time. And the stay-at-home trend has complicated this issue even further by ramping up demand for online shopping. With the extra stimulus and unemployment benefits in hand, consumers pushed online retail sales up 32.4% year over year in 2020. And sales were up 39% as of first quarter this year. More orders equal more boxes sitting on more container ships in a logjam. And there’s one particular sector that has taken the brunt of this logistics pain… Recommended Link [Buy Mimecast (MIME) Immediately]( [image]( Wall Street legend who helped create America’s stock rating system says this stock could soon be rated a “Strong Buy” at every bank in New York City and Boston. “It’s all part of the biggest prediction of my 50-year career on Wall Street,” he says. “A massive and surprising new transition that could determine the next group of millionaires.” [Click here to learn more.]( -- Semiconductor Woes These days, talk of the supply chain troubles goes hand in hand with the current semiconductor shortage. The lockdowns followed by a worker shortage gummed up manufacturing everywhere, but this situation hit the semiconductor industry particularly hard. Keep in mind, semiconductors are a key component of many final products. So when short-staffed assembly lines are struggling to find enough chips to go in their products, it’s a big deal. This backup is affecting almost anything with electronic parts… up to and including my kid’s PS5. And with increasing FOMO (fear of missing out) surrounding the upcoming holiday season, the growing demand and scarce supply situation are unlikely to be a short-term problem. This is a twisted knot that will take a while to untangle. But in the meantime, it’s presenting us with a unique opportunity to profit. And the last puzzle piece is the inflation we are experiencing. With rates as close to the floor as possible, money is easy and loose. When cash is abundant, prices go up. And combined with the sudden scarcity of semiconductors… they’re getting even more expensive. [The Truth Behind the Global Chip Shortage]( Major chipmaker Taiwan Semiconductor Manufacturing Company (TSMC) has already announced it will raise prices by as much as 20%. And that is good news for semiconductor companies’ bottom lines. The semiconductor industry has at least a few more quarters until we see some relief from the supply chain issues. Even then, there is no guarantee these higher prices from the manufacturers will ease. So with no near-term end in sight, investing in the semiconductor industry is a nice setup right now. For investors looking for broad exposure, I’d recommend buying the iShares Semiconductor ETF (SOXX). It’s packed with some phenomenal semiconductor companies. The holdings include some of the biggest, brightest, and super-successful chipmaker businesses out there. And it’s a great way to profit while we ride out this storm. Talk soon, Jason Bodner Editor, Outlier Investor P.S. Semiconductors are going to win in the current environment. But that’s not the only way investors can take advantage of this market setup. My analysis regularly identifies the companies that have strong fundamentals… and that “Big Money” is pouring into. If you’d like to learn about the best outlier stocks coming across my radar – in every sector – then please [go right here for the details](. --------------------------------------------------------------- Like what you’re reading? Send your thoughts to feedback@brownstoneresearch.com. --------------------------------------------------------------- In Case You Missed It… [Brace Yourself]( Our country is falling apart. And it’s about to get much worse. The siege of the Capitol… the riots and protests… the political division… that’s all nothing compared to [what’s coming next]( soon as hours from now. The most important thing you must do, right away, is this… Protect your wealth while you still can. [Click here to learn what’s going on—and how you can prepare.]( [image]( Get Instant Access Click to read these free reports and automatically sign up for daily research. [image]( [The Trader’s Guide to Technical Analysis]( [image]( [How to Earn Free Bitcoin]( [image]( [The Ultimate Guide to Taking Back Your Privacy]( [Brownstone Research]( Brownstone Research 55 NE 5th Avenue, Delray Beach, FL 33483 [www.brownstoneresearch.com]( To ensure our emails continue reaching your inbox, please [add our email address]( to your address book. This editorial email containing advertisements was sent to {EMAIL} because you subscribed to this service. To stop receiving these emails, click [here](. Brownstone Research welcomes your feedback and questions. But please note: The law prohibits us from giving personalized advice. To contact Customer Service, call toll free Domestic/International: 1-888-512-0726, Mon–Fri, 9am–7pm ET, or email us [here](mailto:memberservices@brownstoneresearch.com). © 2021 Brownstone Research. All rights reserved. Any reproduction, copying, or redistribution of our content, in whole or in part, is prohibited without written permission from Brownstone Research. [Privacy Policy]( | [Terms of Use](