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Furry

Furry

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Jysin said:
An entertaining watch / listen:

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Yea, I'm avoiding a political take or endorsing either side because of where this is. So don't really care about the naval aspect of it.

Just pointing out that a wider war in the middle east could be big bad for the economy.
 
Sanrith Descartes

Sanrith Descartes

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And through all the chaos today, HD quietly green and hitting another new 52-high.
 
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Arden

Arden

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1 - Copy.png


Guess we are getting directly involved

LOL:

2 - Copy.png
 
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Kirun

Kirun

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Sanrith Descartes said:
A while back six sigma was all the rage and they pushed minimal inventories and as needed ordering. Lots of companies still follow this so they have bare minimums on hand to ride out a supply chain interruption. Depending on the industry, you might see impacts in a couple of weeks or less.
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Six sigma isn't going anywhere. It's foundational to 99% of warehousing now and it has little to do with "as needed" ordering. You can thank the Japs, as they are the ones who basically laid the foundation of those methods with gemba walks.
 
Arden

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Furry said:
Why did he order this after all the missiles landed? Lmao.
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Good question.

A generous explanation is because it was a calculated decision to try and voice support for Israel but still avoid an actual shooting war with Iran. A less-generous explanation is that he was being slow and hesitant.

My guess is that more missiles are coming soon, so it won't matter either way.
 
Sanrith Descartes

Sanrith Descartes

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T selling its 70% stake in DirecTV for $7.6b. it bought it for $68b in 2015. Between this and the Time Warner fiasco, T set about $150b on fire in less than a decade. That debt will sit on its balance sheet for decades.
 
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Palum

Palum

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Rangoth said:
Maybe off thread topic a bit, but for those in hard manufacturing or distribution what would be the real world lag time something like a strike would be noticeable to common folks? My guess is something like 2-4 weeks due to the fact we cycle and store inventory? Or is the goal of any hard production to basically keep inventory at a minimum because storing product on the shelf costs money and produces no revenue?
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I got an email yesterday from a supplier that provides steel enclosures prices for all orders are going up 10% in 2 weeks due to steel material costs from the strike.

So yay. More price increases.
 
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Palum

Palum

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Kirun said:
Six sigma isn't going anywhere. It's foundational to 99% of warehousing now and it has little to do with "as needed" ordering. You can thank the Japs, as they are the ones who basically laid the foundation of those methods with gemba walks.
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Well this is true in a pure sense but broadly it gives some people false confidence that they can manage all inputs and outputs to take risks like extreme JITI and get caught with their pants down. It's basically social sciences for manufacturing execs.
 
Sanrith Descartes

Sanrith Descartes

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Blazin said:
But what upside is there for me for a guy who has a half whit as their current avatar?
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That's insulting to halfwits. She is a no-wit.

and in other news



edit: Closed out my calls on TSLA on the downward reaction this morning. Made about 30% profit.
 
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