Dareader23

1.4K posts

Dareader23

Dareader23

@dareader23

Katılım Ocak 2022
1.1K Takip Edilen23 Takipçiler
Dareader23
Dareader23@dareader23·
@DavidPuder There's no magic solution. He's not demented. People need to make good choices when they vote.
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David Puder M.D.
David Puder M.D.@DavidPuder·
Frontotemporal dementia does not start with memory loss, but rather: Disinhibition: impulsive or socially inappropriate Apathy & loss of motivation Reduced empathy & emotional blunting Compulsive/repetitive behaviors Overeating or odd food cravings Poor judgment
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Dareader23
Dareader23@dareader23·
@FreightAlley You're a cheerleader and its inevitably mixing with your analysis.
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Dareader23
Dareader23@dareader23·
@whatdotcd @bunsen So if you are not suffering in these ways you don't know about society? This is absurd
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Dareader23
Dareader23@dareader23·
@ShwagaLaga @action_advocate @evanwch Its so funny, there's no way for anyone to find out without men enforcing the rules and laws. Women on their own have no ability to enforce laws. They need men to do it.
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Paul
Paul@WomanDefiner·
Watching grown women come out and say they have to blow guys like they're genies if the guy is an older powerful male and that its not their fault when they do that has been entertaining.
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Dareader23
Dareader23@dareader23·
@FreightAlley @rickysingtrader Weber says this money, through shareholder payouts, disproportionately flowed to the very wealthy. "We find that 50% of the profits in the oil and gas industry went to the top 1% richest Americans, whereas only 1% of those profits went to the bottom 50%," she says
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Craig Fuller 🛩🚛🚂⚓️
I’ve struggled to understand how so many Americans have missed out on the basic fact: When you sell a commodity and your competitors are taken off line, this is good for your business. The Americas have massive oil reserves, just waiting to be tapped into and unlike the rest of the major oil nations, we are not in a conflict zone. Our massive reserves are not only good for the energy sector, they also make our industrials far more competitive globally.
Jesús Enrique Rosas - The Body Language Guy@Knesix

I honestly thought this map was made up Hundreds of supertankers, the kind that carry two million barrels each, are currently racing toward the US Gulf Coast from every direction. Atlantic, Indian Ocean, around Africa, the scenic route, the "we were heading to Saudi Arabia but NVM" route. Iran closed the Strait of Hormuz and everyone panicked. Oil hit $126 a barrel. Gas hit $4 a gallon. Cable news did the thing where they put a red banner on screen and say "CRISIS" in a font that suggests you should be hoarding toilet paper. And then something happened that nobody in media seems interested in reporting, for obvious reasons. The world just... switched suppliers? Like changing your internet provider except the internet provider is the entire effing global energy economy. American oil exports are approaching record levels. Gulf Coast refineries are running at 95% capacity. Supertankers that were mid-ocean on their way to the Persian Gulf literally turned around and headed to Texas. That's not a metaphor. Ship tracking data shows them doing U-turns in the Indian Ocean. Meanwhile China, which was getting 45% of its oil imports through Hormuz and paying basement prices for sanctioned Iranian crude, is now competing with Japan and Europe for the same expensive American barrels. Chinese manufacturers are already raising prices 20% on goods headed to the US. So to summarize: Iran played its biggest card and the main result is that the United States became the world's emergency gas station and China's cheap energy subsidy evaporated. This is either the most elaborate coincidence in the history of geopolitics... or someone planned the sequence Venezuela -> Iran -> profits! I'll let you figure out which one

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Craig Fuller 🛩🚛🚂⚓️
For the past decade, the center of the country "received freight", largely from the coasts, as a large percentage of trucking volume were related to imports. For the past few months, that has flipped and now the center of the country has shifted from "receiving freight" to "pumping it." The US economy goods is flipping. The center of the country, the industrial heartland, is shifting to a primary source of domestic freight.
Craig Fuller 🛩🚛🚂⚓️ tweet media
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Fred Johnston
Fred Johnston@JohnstonFredJ·
It’s coming. You’re mixing in multiple issues. One of the reasons we don’t have high paying jobs is because the fiat system stacks the deck against working people as assets and costs skyrocket in terms of wages. Financialization is upwards of 30% of the entire economy right now all driven by the money printer. Another 30% is Government spending on mostly unproductive ventures/welfare that keeps wages low (no productivity gains). The real economy will take some time if you can keep the business climate friendly and the Government at bay.
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The Moose
The Moose@MooseTheSWE·
@dareader23 @matthewstoller @FreightAlley They use a fraction of the labor that they used to. Labor cost savings aren’t really the primary focus when choosing where to build a factory, depending on the industry, of course. Integrated supply chain matters more.
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Dareader23
Dareader23@dareader23·
@JohnstonFredJ @Ask_Lou @FreightAlley @grok I would really love if we had a strong labor movement and we had high paying jobs with benefits and job protections, and prices were reasonable because corporate profits were reasonable
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Fred Johnston
Fred Johnston@JohnstonFredJ·
What is your point? We should quit making anything in the United States and imported all from China? Remember to that China subsidize their industries with government spending. They do this to undercut US manufacturing. Is this fair? What will US citizens do to buy the goods once all the jobs and manufacturing is in China? Serious question.
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Dareader23
Dareader23@dareader23·
@MooseTheSWE @matthewstoller @FreightAlley Sure yeah that's going to happen. Without a strong labor movement we're going to see companies increase manufacturing in the US for high paying jobs with benefits. Its all happening.
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Dareader23
Dareader23@dareader23·
@MPCArchivist @FreightAlley Your explanation makes a ton of sense. Its really confusing otherwise, because he doesn't seem stupid or like a bad guy but its just clear he's making conclusions that don't match his data
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MPC Archivist 🇺🇸🦅
@dareader23 @FreightAlley He's a permabull, which suits his purposes of selling data to trucking cos. They're not gonna spend on money on expensive subscriptions if they think hard times are coming. But he's just as useless for directional analysis as a permabear.
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Vasquezjos
Vasquezjos@Vasquezjos1·
@FreightAlley Hmm, but this does not reconcile w/ the direction of the trade imbalance
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Dareader23
Dareader23@dareader23·
@MPCArchivist @FreightAlley Exactly! He seems to deriving from freight rejection numbers that we are experiencing a boom in manufacturing. He says its with so blithely that its hard to see that's all that's actually happening!
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MPC Archivist 🇺🇸🦅
@FreightAlley It's a derivative denominator metric. It can just as easily be decreased consumption of consumer goods or as simple as "I can't afford to haul that." ISM, inflation and terrible GDP 4Q says your conclusion is wrong. The most affordable vehicle in America is a used Freightliner.
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April Heather
April Heather@AprilSchave·
@FreightAlley The midwest and the plains states are in the middle of everywhere. Which should be a no-brainer for shipping and e-commerce.
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Craig Fuller 🛩🚛🚂⚓️
@JoshYoung For 3+ years everyone believed the economy was roaring, when it was actually dogshit where I sit. I just think our economy is gotten so far away from goods production that one really understands it anymore
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Craig Fuller 🛩🚛🚂⚓️
Natural gas drives the US industrial economy, not oil. US natural gas prices are -20% since the Iran war broke out. This will be tremendous for US industrials.
Craig Fuller 🛩🚛🚂⚓️ tweet media
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Craig Fuller 🛩🚛🚂⚓️
We use it all the time; no judgement, esp with kids. But if there was a discretionary purchase, it would be food/grocery delivery. Everyone panicking over high gas prices because consumers don’t have savings. It’s not that they don’t have money; it’s that corporations have figured out how to separate them from their money. But the consumer is going to be just fine.
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Craig Fuller 🛩🚛🚂⚓️
The average consumer spends $130/month on food delivery fees and y’all are worried about +$60/month in gasoline prices destroying the consumer?
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