I have always felt that macroscopic things are both unpleasant and lengthy, with limited impact on investment. However, at the same time, it is necessary to have an understanding of macroeconomics. This is actually about the investment system, discussing the top-down investment system from macro to industry to individual stocks.

Against the backdrop of the epidemic, shipping has become the 'tool' of mining, so global shipping stocks have experienced a surge. Now, it is expected that the epidemic will not recover or improve significantly for the time being. What else will remain in short supply in the long run?

Should we focus on the demand from end consumers, as only these demands are rigid and closely related to imports and exports, presenting opportunities here.

Due to the epidemic, there are significant logistics costs, leading to fragmented markets, which also present arbitrage opportunities between markets.

Currently, whether energy is a direction is still to be confirmed; after all, in conjunction with the trend of commodities and the recovery of global demand, there is still potential here, especially for those heavily dependent on overseas imports, such as Europe's natural gas.

Europe's natural gas mainly comes from Russia, and they do not have much say, so it's natural for prices to rise when supply falls short. $COSCO SHIP HOLD (01919.HK)$ $OOIL (00316.HK)$ $CAMBER ENERGY INC (CEIN.US)$
$Exxon Mobil (XOM.US)$
As...