Economic news is focused on scarcity and the supply of fewer things to more people. The Global Supply Shortage is due to 1) the pandemic, 2)just-in-time management of inventories 3) the supply chain being compromised by a lack of HGV lorry drivers and delivery people.

As a result, container ships are backed up in a queue at major ports and this has a knock-on effect on industries that rely on business-to-business purchases to supply goods. For example, the car industry is no more heavily dependent on semiconductors. Semiconductor manufacturing is dependent on the supply of Helium.

Helium supply is dependent on supplies from Russia and America but is in short supply. The setting up of new companies for the extraction of Helium in Canada in the area of Saskatchewan may help increase the supply.

In general, all basic commodities drive the economy including oil, gas for energy and plastics, copper and steel for building, nickel, lithium, cobalt for batteries, helium for MRI Equipment, semiconductor manufacture and so on.

So if you want to take advantage of the situation, you follow the large investment companies like Black Rock and JP Morgan and invest your (spare?) cash in these areas.

There is always an opportunity to make money due to the bad news as well as the good news!