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Lambert posted:There's also Amazon forcing their suppliers to not increase prices for existing product lines. Wal-Mart nearly put vlassic out of business. They basically demand that their suppliers reduce cost every year and really, what are they going to do? Say no and let their products vanish from the shelves of the biggest retailer ever?
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# ? Sep 21, 2018 00:02 |
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# ? Apr 26, 2024 19:06 |
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Lambert posted:There's also Amazon forcing their suppliers to not increase prices for existing product lines. They hired the last generation of Wal-Mart execs to run their purchasing division. We shouldn't be surprised.
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# ? Sep 21, 2018 02:11 |
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caps on caps on caps posted:Trump is playing Europa Universalis with a country twice as big and powerful as everyone else. Actually pretty accurate description, thank you. Does that make him the Junior Partner in a Personal Union with Russia?
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# ? Sep 21, 2018 07:36 |
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Lambert posted:I don't think you know all that much about geography. And I think Trumeo is working on diminishing the "powerful" aspect as best he can. yes, my post was clearly about... geography?
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# ? Sep 21, 2018 10:46 |
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tino posted:I follow ebike news, some of the vendors are saying the price will be $100 higher post tariff. That's about 5-10% of the bike cost. Even company like Oyama which is a Taiwanese company. That cuz a lot of the Taiwan bike brands do production in China. 5-10% makes sense as well if you consider that they will try to pass on part of the cost to the end user while making the hit to themselves slightly less. Everyone suffers a little as opposed to one guy getting hosed.
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# ? Sep 21, 2018 16:24 |
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There is great visual representation in Logistics and Supply Chain Management. What you're describing with the bikes is what's supposed to happen in a horizontal supply chain. And there is another for the gently caress your suppliers re Walmart & Amazon in the same chapter. But for the life of me I can't find my copy.
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# ? Sep 21, 2018 16:35 |
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friendbot2000 posted:Isn't Chinas dconomic growth basically a giant smoke znd mirrors game driven by nonstop infrasture development? They have entire cities that no one lives in. I was under the impression that their GDP is very much a Potemkin Village. Try as they might, the Chinese have a ways to go before as large part of their GDP is full of air as within more developed economies with their massive FIRE sectors etc. And they can stay in the game the game for longer since they have far more control over their own economy than western states have over theirs. It's more like people are afraid that soon we will have one more gigantic, globally connected economy that is capable of sudden and deep crises.
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# ? Sep 21, 2018 20:42 |
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uncop posted:. It's more like people are afraid that soon we will have one more gigantic, globally connected economy that is capable of sudden and deep crises. Its already here. When they describe kanban in the text books, they use the analogy of a lake. When you have lots of inventory the lake is deep and one can sail easily from side to side over the rocks at the bottom. When you have low inventory the water level is very low and one must constantly steer else the boat crash against the rocks and sink. The possibility of rapid catastrophic failure is built into just in time.
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# ? Sep 22, 2018 06:29 |
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BrandorKP posted:The possibility of rapid catastrophic failure is built into just in time. How dominated by Just In Time is China yet though? Seems like I hear the exact opposite: they overproduce stuff to hold down unemployment, and start using it for vanity infrastructure projects (again, to create employment) or dumping it around the world at rock-bottom prices once their warehouses are full. I'm sure there are increasing numbers of industries (like all the tech stuff) that depend on JIT inputs, but the core state-controlled industry seems old-timey and resistant to change.
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# ? Sep 22, 2018 08:48 |
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lol @ spending money on vanity infrastructure projects instead of useless military projects.
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# ? Sep 22, 2018 12:29 |
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Lambert posted:lol @ spending money on vanity infrastructure projects instead of useless military projects. lol @ trying to dominate other countries by invading instead of just offering loans to build them infrastructure they can't afford and then taking it over when they default
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# ? Sep 22, 2018 15:55 |
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uncop posted:How dominated by Just In Time is China yet though? Seems like I hear the exact opposite: they overproduce stuff to hold down unemployment, and start using it for vanity infrastructure projects (again, to create employment) or dumping it around the world at rock-bottom prices once their warehouses are full. I'm sure there are increasing numbers of industries (like all the tech stuff) that depend on JIT inputs, but the core state-controlled industry seems old-timey and resistant to change. I'm more worried about the larger system of international trade and business. I might get to that effort post this week.
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# ? Sep 24, 2018 18:46 |
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I like how infrastructure is practically now a dirty word at this point.
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# ? Sep 24, 2018 20:03 |
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https://twitter.com/ddale8/status/1045068062737801218?s=19 LMFAO at that name. Also blowing up the American car industry with car tariffs on Canada.
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# ? Sep 27, 2018 02:02 |
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hypnophant posted:
Because we backed off JIT (not completely ) but a bit and how supply chains work incorporated more warehousing and carried inventory costs money. I wrote this several years ago eventually it turned into a series of posts that predicted the supply chain crisis: “” posted:“Systems, Business, Trade, Kanban, and Political Economy Anyway we got burned by turning as much stock into flows (Intransit boxes on containerships) as we could. But that’s efficient and we’ve started moving away from it. Forms now carry a bit more inventory so we have more stable but less efficient supply chains. Good analysis I’ve seen puts this at like 15-30% of the inflation that happened. So it’s not a sole explanation. Bar Ran Dun fucked around with this message at 21:05 on Dec 30, 2023 |
# ? Sep 29, 2018 05:12 |
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Great post, shows off how any corporation that relies on just in time inputs is put in a precarious position when the business environment of their suppliers becomes unpredictable. It’s also pretty meaningful how steel and aluminum, extremely common materials, are at the center of this trade war. That will have some serious ripple effects all throughout the economy.
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# ? Sep 29, 2018 10:40 |
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https://www.reuters.com/article/us-trade-nafta/canada-u-s-make-progress-in-bid-to-save-nafta-no-deal-yet-sources-idUSKCN1M90RH?il=0quote:A second Ottawa source - who also asked to remain anonymous - said the two sides were still trying to work out disagreements over a dispute resolution mechanism that Canada says is vital and the United States wants to scrap. Looks like we may have a deal with Canada, but Trudeau is going to face the wrath of his country's powerful dairy sector a few weeks ahead of elections.
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# ? Sep 29, 2018 21:19 |
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OhFunny posted:https://www.reuters.com/article/us-trade-nafta/canada-u-s-make-progress-in-bid-to-save-nafta-no-deal-yet-sources-idUSKCN1M90RH?il=0 The next Canadian federal election isn't for over a year. Which is going to be interesting because the second place finisher for the Conservatives in the last leadership contest just announced he's starting a new party based around hatred of immigrants and terminating dairy supply management. Personally I'm fine with throwing the dairy board under the bus if it means keeping a dispute resolution mechanism because Trump has 100% proved that the US can be relied on without one. Mr Luxury Yacht fucked around with this message at 21:31 on Sep 29, 2018 |
# ? Sep 29, 2018 21:28 |
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Mr Luxury Yacht posted:The next Canadian federal election isn't for over a year. Quebec elections are October 1st. 49% of Canada's dairy farms are in Quebec, so I think Trudeau's party is going to eat poo poo there.
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# ? Sep 29, 2018 21:48 |
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Really nice. I'm just doing typos and one fact check here. There are a bunch of order and composition things but this is an impressive summary of the situation.BrandorKP posted:Systems, Business, Trade, Kanban, and Political Economy
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# ? Sep 29, 2018 22:09 |
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I work in supply chain management for a fairly vertically integrated medium sized manufacturing firm and it's ridiculous how JIT relies on everything going just right (and your models having the right inputs), all the time, otherwise you're hosed, and it's no simple task to get unfucked. I think we plan to only carry two or three weeks worth of stock of parts we manufacture for our assemblies, which is a small fraction of the amount of time it actually takes to make the parts from start to finish. If you plan for mistakes and things going wrong you aren't maximizing shareholder value though, and that's Literally The Worst thing ever.
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# ? Sep 30, 2018 04:08 |
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Discendo Vox posted:Really nice. I'm just doing typos and one fact check here. There are a bunch of order and composition things but this is an impressive summary of the situation. Thanks. rscott posted:If you plan for mistakes and things going wrong you aren't maximizing shareholder value though, and that's Literally The Worst thing ever. I used to have a materials professor who would say "catastrophic failure is always a possibilty." Potential failure of the business certainly isn't maximizing shareholder value. Nor is knee capping future growth. rscott posted:I work in supply chain management for a fairly vertically integrated medium sized manufacturing firm and it's ridiculous how JIT relies on everything going just right (and your models having the right inputs), all the time, otherwise you're hosed, and it's no simple task to get unfucked. And you don't even have to be the one to fuckup. Let's say one uses a freight consolidator. They decide to throw some haz in the same container. Ocean line has a surveyor inspect or a state decides to inspect. Turns out the consolidator doesn't know poo poo about haz. Container get rejected or detained. You be hosed. You also have the gently caress up (the consolidator) handling the unfucking. Welp your shits now rolled four vessel cuts. There are people and companies who get it right basically everytime. It's just really hard to do, they are a very small minority. And even they occasionally have bad luck.
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# ? Sep 30, 2018 06:16 |
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https://www.reuters.com/article/us-trade-nafta-framework/canada-u-s-reach-framework-deal-on-nafta-source-idUSKCN1MB184 Canada and the United States have come to an agreement on trade. 1. More dairy access to U.S. farmers in the Canadian market as previously posted. 2. There will be a cap on automobile exports from Canada to the United States.
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# ? Oct 1, 2018 03:27 |
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Christ, allowing the US but no other countries better access to the Canadian dairy market is the very worst of all worlds, you hosed this up bad Trudeau!
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# ? Oct 1, 2018 03:34 |
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PT6A posted:Christ, allowing the US but no other countries better access to the Canadian dairy market is the very worst of all worlds, you hosed this up bad Trudeau! An interesting coincidence: Bottom Liner posted:This is a wild loving story about Devin Nunes and his crazy family It would have been much worse for Canada for NAFTA to end. Lotta cities and supply chains on the Lakes (on both sides) would have been hosed. One can watch the self unloader in Lakers on AIS to get a sense for how bad it could've been.
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# ? Oct 1, 2018 04:22 |
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PT6A posted:Christ, allowing the US but no other countries better access to the Canadian dairy market is the very worst of all worlds, you hosed this up bad Trudeau! Wait what? My understanding is that Europe already has access through CETA and the pacific countries through CPTPP. It is a little ridiculous that Italian Parmesan is easier to find and cheaper than Wisconsin Cheddar in a Canadian grocery store. We were going to allow US access through TPP anyways probably. However, I do think Trudeau’s opponents will seize on this as a failure or a concession too far, even though in my strong opinion it isn’t.
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# ? Oct 1, 2018 04:49 |
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Yeah, but treaties like CETA don’t remove all barriers to trade. There are still a bunch of tariffs and limitations - they’re just all agreed upon between the two parties and most of them are lower than the base rates (and never higher).
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# ? Oct 1, 2018 07:15 |
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Flowers For Algeria posted:Yeah, but treaties like CETA don’t remove all barriers to trade. There are still a bunch of tariffs and limitations - they’re just all agreed upon between the two parties and most of them are lower than the base rates (and never higher). Sorry, I’m not sure I follow. How is this different from USMCA and NAFTA? https://www.cbc.ca/news/politics/usmca-nafta-what-we-know-1.4845103 quote:The new deal gives American farmers greater access to Canada's dairy industry. It's unclear exactly how much will be given, but U.S. administration officials say it's above the 3.25 per cent set out in the Comprehensive and Progressive Agreement for Trans-Pacific Partnership
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# ? Oct 1, 2018 13:43 |
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Interesting that chapter 11 investor-dispute process was largely eliminated for Canada. This was also one of the provisions largely dropped from the revised TPP after the US pulled out. Who would have guessed helping US companies sue nations for passing unfavorable policies isn't popular outside the US?
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# ? Oct 1, 2018 13:46 |
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SO Trump actually "won" a trade dispute?
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# ? Oct 1, 2018 15:46 |
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Nissin Cup Nudist posted:SO Trump actually "won" a trade dispute? Yeah a former corporate raider like trump knows how tough a nut to crack candian dairy is.
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# ? Oct 1, 2018 15:51 |
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BrandorKP posted:Systems, Business, Trade, Kanban, and Political Economy Thanks for taking the time to write this up. I've been exposed to lean, just-in-time, various quality... they almost become philosophies at* some point eh? They have all kinds of buzz words (i.e. Six Sigma) associated with them, advocates, etc. but most non-management level employees (such as myself) don't really get/understand it fully except how it pertains to their job, and what to say when they're being audited. Actually examining this stuff in a... I guess meta fashion, and having a NAME (systems thinking) alone has been incredibly enlightening. Again thanks, and I hope you appreciate that your effort isn't being wasted on a deaf audience. edit: literally the instant i edit one typo, it's quoted. and now i'm not even sure if i meant 'as some point' now. im depressed lol fucked around with this message at 20:32 on Oct 1, 2018 |
# ? Oct 1, 2018 17:38 |
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Nissin Cup Nudist posted:SO Trump actually "won" a trade dispute? In the sense that he's getting to put a new name on an existing deal with incredibly minor changes that are essentially meaningless. He was humored.
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# ? Oct 1, 2018 17:41 |
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pseudanonymous posted:In the sense that he's getting to put a new name on an existing deal with incredibly minor changes that are essentially meaningless. He was humored. Judging by the fact that you could get italian parm cheaper than wisconsin parm id say its not a minor change. And 220,000 dairy farmers of canada would say much to the contrary.
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# ? Oct 1, 2018 19:35 |
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LeoMarr posted:Judging by the fact that you could get italian parm cheaper than wisconsin parm id say its not a minor change. And 220,000 dairy farmers of canada would say much to the contrary. So each dairy farm in Canada has 18.5 farmers? (or one farmer for every 4.2 cows? )
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# ? Oct 1, 2018 20:00 |
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(Cross-posted from CanPol thread) I am an economics professor in Canada who studies international trade, but I grew up in the US so I have extensive experience as a consumer in both countries. I never thought I would say this, but in causing Canada to weaken supply management, Trump has actually accomplished something good! Supply management is an incredibly stupid system. I only hope that Trudeau can be persuaded to limit dairy farmers' compensation to the amounts they paid for their quotas (pro-rated relative to the overall quota increase, of course). Farmer who received their quotas decades ago for free should get nothing; they have benefited massively at the expense of consumers and deserve no compensation whatsoever. Strengthened rules of origin, on the other hand, are a loss for consumers in all three countries, and the macroeconomic effects of this change will surely swamp the effects of reforming supply management (well, except for perhaps the political consequences).
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# ? Oct 1, 2018 20:01 |
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Lumpy posted:So each dairy farm in Canada has 18.5 farmers? Dairy farmers + families
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# ? Oct 1, 2018 20:13 |
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LeoMarr posted:Judging by the fact that you could get italian parm cheaper than wisconsin parm id say its not a minor change. And 220,000 dairy farmers of canada would say much to the contrary. Sorry to nitpick but there’s no such thing as "Wisconsin Parm" Oakland Martini posted:Strengthened rules of origin, on the other hand, are a loss for consumers in all three countries, and the macroeconomic effects of this change will surely swamp the effects of reforming supply management (well, except for perhaps the political consequences). I have no clue as to what NAFTA and this new agreement’s rules of origin are/were, are you saying that it will become harder to claim a Canadian/US/Mexican preferential origin under the new treaty? If so, lol
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# ? Oct 1, 2018 20:20 |
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Flowers For Algeria posted:Sorry to nitpick but there’s no such thing as "Wisconsin Parm" Essentially, yes: Financial Times on rules of origin posted:These determine what percentage of inputs imported from elsewhere are permitted for goods made within the region to benefit from the agreement. The new accord makes rules of origin more demanding for car manufacturers, since it will gradually raise the required percentage of regional auto production from 62.5 per cent to 75 per cent. https://www.ft.com/content/92e9ce0a-c55f-11e8-bc21-54264d1c4647
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# ? Oct 1, 2018 20:24 |
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# ? Apr 26, 2024 19:06 |
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im depressed lol posted:they almost become philosophies as some point eh? Closer to systematic theologies. If we get a recession and I have actual time again. I'm probably going to try to write book analyzing them in that sense.
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# ? Oct 1, 2018 20:29 |