Chris Cashin

10.9K posts

Chris Cashin

Chris Cashin

@systemofentropy

eCommerce & logistics expert turned activist investor. Fmr. USMC (5711, 6672)

Arizona, US Beigetreten Ekim 2015
1K Folgt1K Follower
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Chris Cashin
Chris Cashin@systemofentropy·
- Toys R Us - Mervyn's - Sears - Sports Authority - Circuit City - Bed Bath & Beyond - Sam Goody - KB Toys These are just some of the hundreds of retail companies who were targeted, cellar-boxed, and bankrupted over the last 20 years. Not all of the stories are the same, but they were all targeted to make way for Amazon, Walmart, Target, and in general, eCommerce. Remember the early days of eCommerce? People didn't want to buy books online, and were even less interested in online clothing purchases. What if it was the wrong size? What if it didn't arrive in time? How do I know it's a real company? Why would anyone order (3) pairs of shoes online, if you can drive down the street and buy (1) pair in the right size? Just makes sense. These are just some of the conversations you might remember, and largely the reason why retailers were targeted. Humans like routines and dislike change, so if eCommerce would ever be adopted en masse, it would need some help. Existing retailers would need to be consolidated or destroyed, eliminiating options until only a few remained. That is essentially where we are today. This is what my pinnned supply chain data proved, and what GameStop has put an end to. We were told that the pandemic is the reason for lingering inflation, but in reality, it's because we lost control of our ports and cannot control the goods flowing into our country. If the pandemic weren't planned, how were so many countries ready-to-go with newly established manufacturing hubs and distribution centers? These were in place prior to 2020, just look at the data. Amazon was weaponized against consumers, too. By changing their import method and establishing a "private network", they were able to accelerate the bankrupting of the US, by avoiding import duties/taxes. Each time you order from there, you help this happen. There's a lot more to share, but I'm trying to keep this simple and short. Attached are three images: - Initial analysis of parcel marketshare, showing Amazon established an effective monopoly in 2023 - Private messages confirming that Meta/FB & Amazon were launching secret "private delivery networks" in Q1 2023 - My first submisson to the Whistleblower line, on May 9th, 2024
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Chris Cashin
Chris Cashin@systemofentropy·
Exactly. Restricting China’s energy capacity via the strait is the goal. Not just as a response to rare earth restrictions, but also to stifle China’s Ai progress. Venezuela was also selling oil to China. Taking them out contributes to the goal but also disabled Chinese & Russian activities in Cuba.
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TheUltimator5
TheUltimator5@TheUltimator5·
Random thoughts about the Strait of Hormuz tonight: What we see on the news or what is being reported isn’t the current play. What we see being reported is the shiny objects to hold our attention and keep us looking the wrong way. The US doesn’t need the oil. China needs the oil a lot. Europe needs the oil decently. Oil globally is generally priced by Brent crude oil as the benchmark. When China or Europe gets restricted supply from Iran, they buy it elsewhere. The US exports oil and is probably making the oil companies a ton of money from this. Europe is also possibly starting to become dependent upon the US for oil (and they are furious about it I am sure) What about Venezuela? The oil uncertainty is likely causing oil companies to run to Venezuela to get the market share. The timing on Venezuela and Iran and both being oil centric is pretty interesting. Who does the oil supply constraint hurt the most?? China?? I can’t see it Europe being the most hurt since the transport insurers are out of there and are the ones increasing the war premiums to unaffordable levels. Is it political for them to put a bad spotlight on the US/Trump? Are they simply caught in the middle? Does the US want the strait to remain closed in order to squeeze China? I remember that China recently stopped precious metal exports and it caused a pricing rift and much volatility. Are there gold/silver negotiations underway? The negotiations to reopen the strait are most likely NOT with Iran since they are crippled at this point, but with countries most needing the strait opened back up.
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Chris Cashin
Chris Cashin@systemofentropy·
I hope I didn’t snag the same one you were watching! There’s a couple of graded #1’s I’m chasing today. If you haven’t looked into the 1:100 variants or virgin covers, check those out. Tend to be higher value long term and there’s decent deals on some right now. Snagged these ones yesterday
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Early Not Wrong
Early Not Wrong@EarlyNotWr0nG·
@systemofentropy @psa @gamestop @MarvelStudios @Avengers lol Great minds think alike. I was watching one like this too! lol I like the fact it’s a #001, it’s a GME Exclusive & has a small print run, plus there aren’t too many PSA Graded ones out there as far as I know. . It’s a win-win-win-win situation in my opinion. lol So cool!
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Daniel Waters
Daniel Waters@DanielW40094974·
Good morning! 🏴‍☠️💚
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Luke O'Libre
Luke O'Libre@Luke_OLibre·
Been waiting on the One Piece PowerPacks! We hit! 💪💪💪💪💪💪💪💪💪💪
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Early Not Wrong
Early Not Wrong@EarlyNotWr0nG·
@systemofentropy Recently, I just started looking at comic books again since I see that @PSA grades them. I noticed @gamestop has some EXCLUSIVE comic books. I was thinking about collecting them. I thought they were very cool. Do you know much about these exclusives Chris?
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Daniel Waters
Daniel Waters@DanielW40094974·
Good morning! 🏴‍☠️💚
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Caleb
Caleb@CalebisGross·
Big day. Nervous. Doubting. Can't sleep. Not enough coffee. Huge opportunity awaits.
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Daniel Waters
Daniel Waters@DanielW40094974·
Good morning! 🏴‍☠️💚
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