The Investment Thread

I'm starting to think the supply chain is collapsing and pushing us down the road towards stagflation. Uo until the last few days I was optimistic it would be sector shortages we would work through and I was really wrong. I went heavy 3x inverse on small caps this morning. I've been trying to figure out who will be hurt most from supply chain issues and my thinking just came back to small cap companies would struggle to compete getting product.