A lot of doom and gloom in here. What preparations are those of you who think everything is about to go off the rails making?

Joe Boudain said:

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Consumables. And drop me an email and we can discuss more in depth.

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Definitely interested in discussing further, as we are in similar fields (I am much lower on the totem pole), but sadly I don't have the ability to PM or look up your email.

A.G.S. said:

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Joe Boudain said:

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Consumables. And drop me an email and we can discuss more in depth.

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Definitely interested in discussing further, as we are in similar fields (I am much lower on the totem pole), but sadly I don't have the ability to PM or look up your email.

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Check Linked-in, haha

Cloward-Piven strategy

Batzarro said:

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Even further, if you are to outsource, it makes sense to build up Latin American countries' economies which will result in less illegal immigration as they would have factory job opportunities. But nooo- free trade with chiComs!

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This is a serious threat to our national security. The libertarians used the argument of comparative advantage (cheap chinese labor and our US dollars) to justify moving our manufacturing/production to China. That's not looking very smart right about now.

LoudestWHOOP! said:

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Cloward-Piven strategy
Link to Clip

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Too long can't watch?

RebelE Infantry said:

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Do you have anything of value to add? Or are you just going to drool all over the place making dumb accusations that have been refuted already? I bet you felt clever though.

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I bet you're fun at parties

Feels kind a concerted effort. Squeeze Americans with violence, load up our nation with fentanyl that has hollowed out our urban cities and small towns, cia forced Trump out with the kind of campaign of lies they have repeatedly used in South America and the Middle East, and then they helped rig an election that was stolen in the middle of then night, using massive nsa data mining to sit in its citizens, it is fomenting riots (BLM), fear-mongering covid, forcing vaccines on its citizens, encouraging the social media conglomerates to undermine our culture of capitalism and hard work.

Now they are somehow working with our trade partners to keep supplies sitting on docks in China.

The world is not ending. The supply chain disruption is being felt in every sector, but we all knew this was inevitable. A surge in demand coupled with lower than normal supply = a temporary **** show. Things will begin to normalize in MOST of these areas throughout the next 12 months. Not all, but most.

On the question about what to do with your stocks, my advice would be do the opposite of what F16 tells you to do and you should be good.

whatthehey78 said:

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Joe Boudain said:

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Bidens leg hairs said:

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What's the cause? Bottleneck at the ports?

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The idiots that teach business school, taught that JIT was good, and outsourcing was good, and the idiots running public companies did both.

Then covid hit and everyone stopped buying everything, so companies cut, and then the market rebounded, but nobody wanted to work, so supply crunched at the same time demand soared. Couple that with people out of work due to mandatory quarantines at the ports and people not wanting to work due to funny money and here we are.

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Lotta truth in that^.

Late 70's in Mays' Grad School...had several arguments about Globalism. Prof's insisted it would happen and we needed to adapt. To this day...I contend it ONLY benefits third world economies.

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This is an interesting take. I leaned more left in college and spoke in a Mays class once about the cons of globalism. I was pretty quickly trounced on by right leaning people about the free market.

A country boy can survive.

Tanya 93 said:

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Sniffing Accountant said:

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bonfarr said:

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HEB in San Antonio had not a single juice box or Capri Sun on the shelf and not a single bagger in the store on Labor Day.


What the hell is going on.

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They also haven't carried any of the good flavors of Maruchan Ramen in a while, like Oriental or Pork.


INB4 lolpoor, i just like eating the stuff

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It is called soy not Oriental now.
I can't find their Mushroom Chicken or Black Pepper V8

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This is been an issue at my HEB for months. And the crap they replaced it with is crap

ehrmantraut said:

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The world is not ending. The supply chain disruption is being felt in every sector, but we all knew this was inevitable. A surge in demand coupled with lower than normal supply = a temporary **** show. Things will begin to normalize in MOST of these areas throughout the next 12 months. Not all, but most.

On the question about what to do with your stocks, my advice would be do the opposite of what F16 tells you to do and you should be good.

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Is the massive increase in inflation also just temporary?

Trust the fed......to keep pumping, we won't have a real crisis until fed pumping stops working.

Kozmozag said:

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Trust the fed......to keep pumping, we won't have a real crisis until fed pumping stops working.

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I'm unsure how much more we can keep printing before losing reserve currency status.

ehrmantraut said:

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The world is not ending. The supply chain disruption is being felt in every sector, but we all knew this was inevitable. A surge in demand coupled with lower than normal supply = a temporary **** show. Things will begin to normalize in MOST of these areas throughout the next 12 months. Not all, but most.

On the question about what to do with your stocks, my advice would be do the opposite of what F16 tells you to do and you should be good.

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I hate Libs and socialists, but F16 is awful when it comes to stock advice.

If you listened to F16 you'd have sold everything years ago and missed out on 300% growth because everyday F16 says the market/society is going to go belly up soon.

Im heavily invested in the shipping company ZIM. Other major positions are in MT/CLF (Steel). All 3 companies are printing money out of their ass and still extremely undervalued. ZIM in particular offering fat af dividends.


#NotFinancialAdvice

Bitcoin it's the only way

This has been a most interesting thread.

I recognized many of the things Joe Bourdain listed, but not all. It's been a long time since PETE.

9mm is down to about 36pr now for brass cased reloads, half what it used to be.

Might fill up your propane bottles too.

You know how I know you're wrong? We're in a helium shortage. Balloon isn't doing anything but sinking.

ehrmantraut said:

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The world is not ending. The supply chain disruption is being felt in every sector, but we all knew this was inevitable. A surge in demand coupled with lower than normal supply = a temporary **** show. Things will begin to normalize in MOST of these areas throughout the next 12 months. Not all, but most.

On the question about what to do with your stocks, my advice would be do the opposite of what F16 tells you to do and you should be good.

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Get out of here with that common sense positive outlook. You're harshing the wallowing here

rgag12 said:

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ehrmantraut said:

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The world is not ending. The supply chain disruption is being felt in every sector, but we all knew this was inevitable. A surge in demand coupled with lower than normal supply = a temporary **** show. Things will begin to normalize in MOST of these areas throughout the next 12 months. Not all, but most.

On the question about what to do with your stocks, my advice would be do the opposite of what F16 tells you to do and you should be good.

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I hate Libs and socialists, but F16 is awful when it comes to stock advice.

If you listened to F16 you'd have sold everything years ago and missed out on 300% growth because everyday F16 says the market/society is going to go belly up soon.

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F16 comes at it from a historical and economical point of view. The stock market has been far disconnected from fundamentals. The ride will come to an end and F16 will be right.. because the doom and gloom was based on Keynesian nonsense that real economics has always defeated. It's just a matter of when the ride ends.

500,000ags said:

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whatthehey78 said:

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Joe Boudain said:

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Bidens leg hairs said:

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.

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This is an interesting take. I leaned more left in college and spoke in a Mays class once about the cons of globalism. I was pretty quickly trounced on by right leaning people about the free market.

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When I was 20 back in the mid 70s I was taking an A&M summer school course in Speech and was assigned for the final oral presentation " When will marijuana be legalized?"
After doing considerable research into the topic, my speech ended in " I will be retired by the time this state gets rid of enough conservatives in its legislature to legalize it. I was almost booed out of the room by the mostly doper classmates of mine.
I retired 10 years ago.

JUST IN - Fed reports record $1,224 trillion in reverse repo usage.

— Disclose.tv (@disclosetv) September 20, 2021

Big money is starting to look around nervously.

texagbeliever said:

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RebelE Infantry said:

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It's almost like selling out our own middle and working classes in the name of "cost reduction" and "efficiency" with no regard for resiliency was somehow a bad idea. Isn't capitalism wonderful?

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It is the failure of a system that prioritizes today and current quarter over next year, 5 years & 10 years.

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I think my biggest beef with our financial system here in the US is the live or die quarterly earnings system we have. I've seen first hand knee jerk decisions made coming out of an earnings call simply because the handful of analysts on the call didn't like the previous outcome. As if those guys know anymore than anyone else.

It personally impacted me and my department in a negative way for no legitimate reason. Just ridiculous. It's why I'm intrigued by the handful of big name CEO's who announced pre-COVID they were no longer going to play by the rules of that system. And when I say that they were going to start ignoring analyst opinions and questions and just work their strategy; not ignore the legal mandates. I've never seen anything else on it so no idea if they were full of crap or what.

Joe Boudain said:

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JUST IN - Fed reports record $1,224 trillion in reverse repo usage.

— Disclose.tv (@disclosetv) September 20, 2021

Big money is starting to look around nervously.

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Please explain for the neophytes

LoudestWHOOP! said:

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LoudestWHOOP! said:

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Cloward-Piven strategy
Link to Clip

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Too long can't watch?

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Nah. If we are going to trash having a Republic, lets try right-wing Caesarism or Heinlein meritocracy instead.

Wherefore art thou Englebert Dölfuss?

It's incredibly difficult to understand but my basic understanding from listening to people like George Gammon is that:

1. The repo market is how primary dealer banks loan money to other dealer banks to provide overnight liquidity.

2. The reverse repo market is the central banks pulling funds out circulation or reducing liquidity between dealer banks.

3. Record reverse repos, again read as liquidity, ain't good for markets but this is all still the illness in the markets from 2008 and QE worldwide. It's going to have to be flushed out sometime.

4. I would like to have more food storage foe whatever the hell is coming, it won't be pretty.

Robin Hood Was A Thief said:

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Joe Boudain said:

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JUST IN - Fed reports record $1,224 trillion in reverse repo usage.

— Disclose.tv (@disclosetv) September 20, 2021

Big money is starting to look around nervously.

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Please explain for the neophytes

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There is so much cash and so little actual assets big money (banks and funds) are giving it back to the fed in record amounts.

Edit: so if that was too arcane as well, banks need to lend money for the economy to work. Banks are spooked and rather than lending money, they are parking it at the fed.

The repo markets are super difficult to follow and understand without some study. My basic understanding from studying macro from guys like George Gammon on youtube is:

• The repo market are how primary dealer banks loan other dealer banks funds for liquidity, typically overnight.
• The reverse repo is by that logic pulling funds, read that as reducing liquidity, out of circulation.
• Record high reverse repo ain't good for a consumption based economy but once the FED started QE infinity this was always going to be the result.

Joe Boudain said:

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Robin Hood Was A Thief said:

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Joe Boudain said:

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JUST IN - Fed reports record $1,224 trillion in reverse repo usage.

— Disclose.tv (@disclosetv) September 20, 2021

Big money is starting to look around nervously.

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Please explain for the neophytes

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There is so much cash and so little actual assets big money (banks and funds) are giving it back to the fed in record amounts.

Edit: so if that was too arcane as well, banks need to lend money for the economy to work. Banks are spooked and rather than lending money, they are parking it at the fed.

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Isn't this similar to what happened in 2008 as well? Credit markets froze up?

It's exactly what happened to Lehman Brothers. They had tons of assets that no one would buy and no one would lend them funds for liquidity crunch.

100%