Is the Supply Chain Constraints and Inflation Transitory?

Andi ink: Investors mentality right now is, well, you know what? The fed has done a really good job of telling us that the taper is coming. They've still got her back yet. We've got supply chain issues, but the economic recovery is delayed, not derailed. But eventually, when markets break like this, it does come home to roost. It might just take us a little bit in the equity market, because it tends to be the last one to move.