Growing Evidence of Supply Constraints

Why the Chip Shortage Is So Hard to Overcome
https://www.wsj.com/articles/why-the-chip-shortage-is-so-hard-to-overcome-11618844905 

Port in a storm: No end in sight to global shipping chaos
https://asia.nikkei.com/Spotlight/The-Big-Story/Port-in-a-storm-No-end-in-sight-to-global-shipping-chaos
 
Housing Is So Hot That U.S. Builders Have to Stop Taking Orders
https://www.bloomberg.com/news/articles/2021-05-20/buying-a-house-gets-tougher-as-builders-limit-their-orders