[HN Gopher] Dude, Where's My Stuff?
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Dude, Where's My Stuff?
Author : throw0101a
Score : 35 points
Date : 2021-09-28 21:55 UTC (1 hours ago)
(HTM) web link (am.jpmorgan.com)
(TXT) w3m dump (am.jpmorgan.com)
| justinator wrote:
| _There's limited economic incentive to build new 200-mm chip
| plants given wafer-thin margins_
|
| Oh I see what they did there
| tomcam wrote:
| Super I annoyed I missed that. Good on you!
| degenerate wrote:
| https://archive.is/nFUL3#3%
| mdonahoe wrote:
| I've never seen Terms & Conditions on a blog before
|
| "Please read through the disclaimer before entering the site"
| ocdtrekkie wrote:
| I decided to say no cuz I didn't want to agree to it and it
| punted me out to their home page. :/ EULAs are awful.
| neom wrote:
| I'm 97% sure it's due to SEC regulation for financial advisors
| when disclosing information that could be invested on.
| RONROC wrote:
| How'd you land at 97? Probably best to use 99, 100, or some
| variation of "I'm fairly certain", no?
|
| I am only 96% kidding ;)
| neom wrote:
| Well, I'm 100% sure that some of that is there for SEC
| reasons, but I'm not 100% sure the primary motivator for
| putting it up is the SEC, JPM being JPM and all, who
| knows... so, as throwing caution to the wind, I put 97%, as
| I also feel 100% sure I don't really trust JPM. :)
| RobRivera wrote:
| if you don't want me to read your blog, keep the terms and
| conditions page. I am clearly not your audience.
| pianoben wrote:
| Same - I bounced right out. I'm not reading all of that.
| michael_j_ward wrote:
| For anyone working on supply chains, what risks are you worried
| about that others seem to be ignoring?
| nabaraz wrote:
| Somewhat related, how does Brightcove hide the media files? I do
| not see any mp4 or other video files in the network tab. Is this
| like the good ol' times with flash player?
| recursive wrote:
| It's split into ~9 second excerpts. Each are loaded by ajax on
| demand. They're served with content type video/MP2T. JS loads
| the content of the response into a Blob. `URL.createObjectURL`
| converts each piece into a "blob:"-scheme URL that can be
| interpreted by the <video> element on the page.
| dqv wrote:
| It looks like they use media blobulation similar to how Twitter
| does it.
| themodelplumber wrote:
| Wow. Just looking at the charts from ta perspectives, I'd
| anticipate:
|
| - Minimum 10% drop in US goods spending
|
| - Huge drop in China shipping container production
|
| - Halving of container freight rate between LA and Shanghai
|
| - Catastrophic drop in arrangement of freight and cargo prices
| (PPI)
|
| - Jump in US home foreclosures
|
| - Drop in emerging market capital inflows
|
| - Worker training starting to catch up with business demand
|
| - Drop in mfg delivery times
|
| - Massive volatility opportunity/chaos, or both, depending on how
| you see it
|
| Possible timelines for these changes do look really close, likely
| surging early 2022. Probably scary news coming around that time
| (not reflecting causality so much, as in "scary events cause
| drops"; you could even read the news as a natural outcome of the
| drops)
|
| Not making any comments here as to good/bad or causality. It
| looks more like natural shakeouts that could allow for helpful
| interventions or follow-on effects, depending.
|
| For governments, I'd think now is the time to get creative,
| protecting and planning for homeowners and vulnerable populations
| and businesses as much possible.
|
| The above is speculation...
|
| Follow-on predictions
|
| - Crypto is going to boom again by early 2022 minimum. Elevator
| is going up.
|
| - Political volatility could get exciting again in the US.
|
| - How is political volatility going to show up in PRC? I guess
| I'd look for more strong moves by government to see where their
| fears are.
|
| - Local business reopening coupons and deals will take off as
| COVID pressure eases
|
| - (I am very bullish wrt US economic growth beyond 2022, we'll
| see what the catalysts may be. Long-term US is headed toward
| stabilization psychology, return of the gold watch after
| consolidation phase(s), IMO)
|
| (Downvote if uncomfortable, I claim no crystal ball...)
| tomcam wrote:
| Upvoted b/c it feels very well thought out and summarized the
| article brilliantly. And because I don't know if I agree with
| you politically, which makes it an even more valuable
| assessment to me (because I'm not prejudging).
| lkbm wrote:
| > For all the clients that have asked me about the political and
| economic problems associated with the rise of autonomous vehicles
| and more unemployed truckers, I keep telling them they've got it
| backwards: the US has had a trucker shortage for the last few
| years, and it's projected to get worse.
|
| In addition to the need to point out that "shortage" just means
| "I don't want to pay market rate", a shortage of truck drivers
| does _not_ negate the concern of automation causing mass
| unemployment of truckers.
|
| The concern is that the 450,000 truckers will lose their jobs.
| "We want to have _500,000_ truckers who would lose their jobs "
| doesn't addresses that issue.
|
| To be clear, I'm still very much in favor of automation, but
| people aren't "getting it backwards" here. These are two
| different problems.
| duxup wrote:
| Yup, I work in logistics. Driver wages have been stagnant at
| best, dropping at worst for many many years. Outside
| specialized drivers, it's a horrible career choice.
| julianapostate wrote:
| One is a real problem, actually experienced and only getting
| worse. One is a pretend problem that is only talked about and
| never experienced.
| lowkey_ wrote:
| Side note but I absolutely love the reference to Dude, Where's My
| Car [1] in the title.
|
| It wouldn't have been as entertaining or remotely shocking to me
| if this were a tech startup's blog, but there's something awesome
| about a prestigious finance company like JP Morgan referencing an
| iconic, trashy, Ashton Kutcher stoner comedy film.
|
| From a marketing standpoint, when you establish yourself over
| decades as a very serious company, I guess it makes it all the
| better when you loosen that image up.
|
| [1] https://en.wikipedia.org/wiki/Dude,_Where%27s_My_Car%3F
| yuy910616 wrote:
| Man...I don't know how good the argument is because it's not a
| field I'm familiar with. But the charts and arguments are so well
| done. Each chart is simple yet very illustrative.
|
| Moments like this where I'm reminded that BI is really more about
| telling a good story. Kudos!
| yodon wrote:
| I'm not used to seeing a terms and conditions click-through on a
| blog post, but that's a pretty amazing discussion of large scale
| global supply chain issues at play today.
| Reebz wrote:
| It's an SEC requirement and so it's not construed as investment
| advice given by a licensed broker.
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(page generated 2021-09-28 23:00 UTC)