Tag Archives: supply chain

Suddenly everyone is an expert on Shipping and Supply Chain. Considering we had issues in Long Beach and Los Angeles, management did not resolve the issue, I understand they are unionized. You pay them and solve the issues. Instead, Biden has to step-in and schedules overtime. You get the product to the customer. Los Angeles is the busiest port and then New York/New Jersey. One ship crashes into a Baltimore bridge and we have expectations of more...

This is an excellent review of what has helped the economy stay stable during the pandemic and some of the issues mostly centered around demand and supply chain. Spend a few minutes here and read NDd’s reasoning. A further examination of the state of the economic tailwind  – by New Deal democrat With no big economic news today, I thought I would pick up where I left off Friday, when I identified three major reasons for the economic tailwind...

Corporate profits have contributed disproportionately to inflation. How should policymakers respond? Economic Policy Institute, Josh Bivens The inflation spike of 2021 and 2022 has presented real policy challenges. In order to better understand this policy debate, it is imperative to look at prices and how they are being affected. The price of just about everything in the U.S. economy can be broken down into the three main components of...

Putting on a different hat today. My background includes supply chain management. I am look at what the industry experts are seeing and whether I agree with them. Much of what I have seen over the last two years is a repeat of 2008. We again are late to beginning issues. And again, we are waking up late to the beginning of the end of the same issues. No Cassandras amongst us. Good article . . . The Fed’s supply chain pressure gauge just went...

This is a long one and a C&P. Other than putting it up at Angry Bear, I can not take credit for this one. What I can say is . . . they are not the first ones to accuse Supply Chain for much of the inflationary issues we have had as a nation. In 2008, automotive cut production and did not maintain orders with the supply base. When it started back up, we were chasing semiconductors, etc. Lead-times doubled. We have just gone through similar....

In midday trading, the Dow Jones industrial average slumping 3.3 percent. The S&P 500 index sinking 165 points, or 3.8 percent. The tech-heavy Nasdaq was losing biggly, giving back 651 points, or 5 percent. I am not looking at investments today. The drop was wiping out the gains from the previous session’s massive rally. All reactions to the FED jumping the rates up 1/2 of 1%. What remains to be seen??? Nancy Davis, founder of asset...

It’s Called Stealing – What Big Retailers and Meat Packers are Doing to Cattlemen Kind of surprised by the shock and awe of the media over monopolistic power exerted on and by Supply Chains. They can be monopolistic and abusive because they are efficient. Just a rambling conversation “Protests have always been a part of America and this one at the Malheur National Wildlife Refuge appears to be no different. Although the exhibited...