Author Topic: Supply Chain Chat  (Read 3742 times)

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Online steve dave

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Re: Supply Chain Chat
« Reply #50 on: January 14, 2022, 08:17:25 PM »
charlie munger is spinning in his manhattan sunset cemetary grave over these losses

Offline bucket

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Re: Supply Chain Chat
« Reply #51 on: January 16, 2022, 01:50:04 PM »
Kinda crazy thread!



Offline bucket

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Re: Supply Chain Chat
« Reply #52 on: February 22, 2022, 09:25:51 AM »

Yippee!

Offline sys

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Re: Supply Chain Chat
« Reply #53 on: February 22, 2022, 11:15:43 AM »
isn't that just because ships are waiting at sea rather than putting in at the port?  at least that is what people were saying like a month ago.
"lol, i understand military logistics quite well, thanks."

Offline IPA4Me

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Re: Supply Chain Chat
« Reply #54 on: February 22, 2022, 12:36:33 PM »
isn't that just because ships are waiting at sea rather than putting in at the port?  at least that is what people were saying like a month ago.
Correct. Found this in the replies to the tweet Paul quoted.


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Offline bucket

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Re: Supply Chain Chat
« Reply #55 on: February 22, 2022, 01:06:13 PM »
isn't that just because ships are waiting at sea rather than putting in at the port?  at least that is what people were saying like a month ago.
Correct. Found this in the replies to the tweet Paul quoted.


Invalid Tweet ID[/size]

Improvement, but certainly not to the degree suggested in the first chart.

Offline IPA4Me

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Re: Supply Chain Chat
« Reply #56 on: February 22, 2022, 04:33:00 PM »
Yep. Definitely tracking in the right direction.

Offline sys

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Re: Supply Chain Chat
« Reply #57 on: April 08, 2022, 09:21:14 PM »
"lol, i understand military logistics quite well, thanks."

Online steve dave

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Re: Supply Chain Chat
« Reply #58 on: April 09, 2022, 08:44:58 AM »
Cramer has been claiming there is a truck driver/truck incoming over supply for like 10 days now based on what people are telling him. He’s wrong most of the time when he makes his own calls but these aren’t his calls so maybe he’s right.

Online 420seriouscat69

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Re: Supply Chain Chat
« Reply #59 on: April 09, 2022, 08:48:59 AM »
Is Biden the worst President ever at supply chaining? Some are saying it.

Online michigancat

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Re: Supply Chain Chat
« Reply #60 on: April 09, 2022, 08:56:13 AM »
Cramer has been claiming there is a truck driver/truck incoming over supply for like 10 days now based on what people are telling him. He’s wrong most of the time when he makes his own calls but these aren’t his calls so maybe he’s right.
Yeah I think demand is falling in general but but sure about an over supply that quickly


Offline sys

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Re: Supply Chain Chat
« Reply #61 on: April 15, 2022, 06:38:08 PM »
some supply chains regressing back to normalcy.



some not.

"lol, i understand military logistics quite well, thanks."

Offline sonofdaxjones

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Re: Supply Chain Chat
« Reply #62 on: April 18, 2022, 08:23:24 AM »
https://www.freightwaves.com/news/get-ready-for-the-next-supply-chain-shockwave/amp

Have the various Biden committees/task forces on redomestication finished meeting, having conference calls and written their reports and white papers?

We’re going on almost a year.
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Offline sys

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Re: Supply Chain Chat
« Reply #63 on: April 18, 2022, 05:49:11 PM »
maybe shipments aren't stacking up in the united states because they're getting stacked elsewhere?

"lol, i understand military logistics quite well, thanks."

Offline sonofdaxjones

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Re: Supply Chain Chat
« Reply #64 on: April 18, 2022, 10:21:13 PM »
@sys bot aka @sys parrot rolls in with some profound talking points.

 :thumbsup:
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Offline sonofdaxjones

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Re: Supply Chain Chat
« Reply #65 on: May 05, 2022, 05:48:56 PM »
$33 billion to Ukraine, tho. 

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Online steve dave

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Re: Supply Chain Chat
« Reply #66 on: May 05, 2022, 05:56:08 PM »
Dax, how does that $33b fix that thing you’ve linked it to?

Online wiley

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Supply Chain Chat
« Reply #67 on: May 05, 2022, 06:43:02 PM »
Dax, how does that $33b fix that thing you’ve linked it to?
33 billion would have probably been enough money to pay off govt officials so that there wasn’t a massive baby formula recall.

But im just speculating what his post is about.
it's easy to be emaw when EMAW is at your doorstep - FFF

Offline sonofdaxjones

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Re: Supply Chain Chat
« Reply #68 on: May 05, 2022, 07:54:05 PM »
The focus is the point country for Joe Biden.   That country is not the United States.
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Offline sonofdaxjones

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Re: Supply Chain Chat
« Reply #69 on: May 05, 2022, 09:00:35 PM »
Not the least bit surprising that @wiley and (as usual) @steve_dave have forgotten the full blown meltdown of #coronabroGe of which Steve Dave was a strident member and #coronabroGe's demands that literally everything be placed under the Defense Production Act.  Even if they didn't know what it should be considering that it was a NOVEL Coronavirus of which we didn't (and still don't) know the actual origins.

In this case, we have basic items that are the sustenance of a population of over 330 million.    Items that have been used in feeding infants and producing food for generations, baby forumula and fertilizer.

I suspect that our mentally incapacited President's various lemmings are still writing all those reports and white papers they were asked to do nearly a year ago about our logistics and a multitude of production items to support life in these United States.

Best to focus on Biden Family Inc's assets in Ukraine and stand up on stage and mumble about "Mega MAGA". 



 

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Online steve dave

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Re: Supply Chain Chat
« Reply #70 on: May 05, 2022, 09:02:42 PM »
dax, what was the most extreme part of my full blown meltdown?

Offline sonofdaxjones

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Re: Supply Chain Chat
« Reply #71 on: May 05, 2022, 09:03:19 PM »
dax, what was the most extreme part of my full blown meltdown?

The Phil Titola levels.   Easily 7/7

Care to discuss the theme of the thread as related to my post?

Answer: No

SteveDave:  Resident not knower



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Offline sonofdaxjones

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Re: Supply Chain Chat
« Reply #72 on: May 06, 2022, 11:27:06 AM »
Distillate stockpiles at 14 year low, driving up diesel fuel prices.

Fantastic timing with the #blueanon insider at SCOTUS releasing the preliminary Roe v Wade items, couple this with more mumbling about Mega MAGA and the deflection is working.

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Online Dugout DickStone

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Re: Supply Chain Chat
« Reply #73 on: May 06, 2022, 11:47:49 AM »
I demand to know more about MEGA maga.  What is it and when did it start?  Is it mega hilarious like previous maga?

Offline LickNeckey

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Re: Supply Chain Chat
« Reply #74 on: May 06, 2022, 11:50:43 AM »
is it like the freedom convoy guys that are pissed at Ted Cruz?