You bite your tongue!NRD09 said:
You're nuts.
Mountain house is gross.
I think it's very real. Apple prides itself on having the best supply chain management. I have a few friends who work there and said the supply chain issues would never effect them when I mentioned it earlier this year (inserts foot in mouth).FJ43 said:Not sure of the real cause but I think it's real. I don't think this is all Covid related. Most production is running full steam and has been for quite some time.$30,000 Millionaire said:
So is this supply chain stuff real or is it media hyped BS? I saw Apple is having trouble getting chips, but curious on bare necessities.
You all may think I'm nuts, but I have a years worth of mountain house on hand for a reason.
Was in a Super Walmart over the weekend and was baffled by how empty so many shelves and products were.
Dude...Mountain House Beef Stroganoff is awesome. I've had so much of that on the sides of remote mountains i can't even count the packages.NRD09 said:
You're nuts.
Mountain house is gross. All kinds of canned foods, rice, beans, zatarains, etc etc accomplish the same goal way cheaper and tastier
It's definitely real and people should be freezing meat for the holidays.$30,000 Millionaire said:
So is this supply chain stuff real or is it media hyped BS? I saw Apple is having trouble getting chips, but curious on bare necessities.
You all may think I'm nuts, but I have a years worth of mountain house on hand for a reason.
yeah, what everyone else is saying. Ships are stuck offshore and not unloading or unloading at a glacial pace. Anything not made or sourced in the U.S. could disappear for a while.$30,000 Millionaire said:
So is this supply chain stuff real or is it media hyped BS? I saw Apple is having trouble getting chips, but curious on bare necessities.
You all may think I'm nuts, but I have a years worth of mountain house on hand for a reason.
$30,000 Millionaire said:
I'm on my phone, sorry.
4040 area looks sexy.
What thread was that? Can you link?Sully Dog said:
There was another thread where a costco manager said they aren't sure they will have enough turkey's for thanksgiving. I think that will be the tipping point for a lot of Americans
Personally, I believe if we would just start taking up a lot of these progressive/socialists in Pinochet type helicopter rides, then a lot of these supply chain issues would begin to resolve themselves. This is all by design.Farmer @ Johnsongrass, TX said:
Should be enough turkeys. Most whole birds go to freezers during the year as Thanksgiving is the only super demand day for turkeys. Once whole bird space is filled, breasts are next and then you go to MDM Mechanically Deboned Meat and those are tote sized containers full of a kind of a liquified meat. Maybe some freezer space will empty out this year. Truck transportation getting birds to grocery stores might be the larger issue...and the larger issue for lots of other products too.
You got a pool or a water softener. Get your pool & softener salt and chlorine products - now/tomorrow - for next year. There's a salt operation that exports salt to the U.S. That plant will be down for 2 months. Some context, the largest mine/plant in the U.S. cannot produce in one year what this export producer churns out in one month...again they'll be down for 2 months. The supply side in the U.S. was already tight before the info got out on the exporter shutting down. Everyone is seeking a replacement supply and it's not there. And, it takes sodium to make chlorine products.
My former Venezuelan work colleagues on work visits to the U.S. would always buy extra suit cases to take back toilet paper, tooth paste, bags of pasta and Mrs Dash spices. I was always curious what they would take back to their country that had little basics - a mental note for me. So, naturally I keep extra tp, tooth paste and spices and I think I'll add deodorant to the mix. Toward the end of my career(2016), the Venezuela colleagues had to pack an "extra" suit case "bribe" for the Venezuela airport security personnel who were checking the bags when the colleagues returned home. The suitcase mixed with tp, toothpaste, spice and pasta was the bribe. Security always knew which bag to keep, the colleagues never asked about the "missing" bag and they never got hassled at security stations or had missing items coming back into country. Funny how that works.
I think we have another red day tomorrow. "I think" Thursday and Friday will be green. Earnings season should start up next week and I believe reports will be positive, but guidance may be negative. I'm still bullish to the end of the year.
McInnis 03 said:
Remember, just when you start to hear things on overload is when they are about played out....
Recently, taper, debt ceiling, Evergrande, now shortages.....
Triple_Bagger said:
Tough to say which individual stocks will get hurt the most by supply chain issues.
I'm long commodities, energy, and of course SAVA.
I'm short everything else. I've been having decent success shorting the S&P and Nasdaq as day trades. I wait until the opening range is established and go short if the ORL is lost. I haven't been holding overnight because the opening action is tough to predict. I hold December puts on both of these indexes, which I've bought and sold a few times.
Some of the more experienced traders here might be able to tell you specific stocks or industries to short, but that's outside of my wheelhouse (I have 0.75 years of experience).
BaylorSpineGuy said:
One play to consider if this continues would be to short Darden (DRI) or other big food chains. I'm always surprised to see that company's stock going up. But that restaurant chain has modified or removed some of the food offerings they historically had, so that's a consideration.
135 per OA. He's not touching it til then. I think it gets there soon.Farmer @ Johnsongrass, TX said:
Are we buying AAPL at $138 or $135?
Red Rover said:Triple_Bagger said:
Tough to say which individual stocks will get hurt the most by supply chain issues.
I'm long commodities, energy, and of course SAVA.
I'm short everything else. I've been having decent success shorting the S&P and Nasdaq as day trades. I wait until the opening range is established and go short if the ORL is lost. I haven't been holding overnight because the opening action is tough to predict. I hold December puts on both of these indexes, which I've bought and sold a few times.
Some of the more experienced traders here might be able to tell you specific stocks or industries to short, but that's outside of my wheelhouse (I have 0.75 years of experience).
It's back to basics. Materials, bio, and energy seem like good candidates for rotation if supply chain issues choke the end consumer companies.
And for lunchables we bought a few bento box lunch containers and have been making our own "lunchables" for years now. The trick is when you start them off make sure to put extra cookies or candy or something in there at first to get buy-in. You can ween them off those later.
Morning! Interesting times. Loved your posts and your watch list above. Should I decide to engage on this aerospace defense deal I won't be able to be quite as active on a intraday/daily basis, so will be looking to add some plays like you listed.Farmer @ Johnsongrass, TX said:
Good morning Boss!
