JHMM - Inflation COVID: Don't Let These Prevent Your Success In 2022

• Many people, and certainly most in the media, believe these two factors will make for a terrible 2022. I disagree.
• I have some opportunistic positions in our Investors Edge portfolio (and my own) to take advantage of the current supply chain problems.
• However, I believe those problems will be resolved in the coming 16 to 36 weeks by which time I will have placed trailing stop orders on these.
• The bigger picture is that, as these problems are solved, the floodgates will open, and backlogs will generate higher revenue and earnings.

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