13 Comments

CRWD acquisition- (NOM NOM NOM) 😆🤣

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🍌Banana🍌... [I watched the whole thing.... smh] 🍌

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I liked Ryan Peterson's first thread about how the container snafu is clogging the supply chain. But the follow up (the one you mentioned) strikes me as a bunch of bumper stickers. Sound great when you read them but the application depends on details and context. Trimming fat off a supply chain with just in time and other methods is great sometimes and terrible sometimes. But the idea that the next 100-year incident will look like the previous one is not always true. And when it's not, the resilience you built up preparing for it will become, in hindsight, wasted effort and even a cause of the latest debacle.

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Nov 3, 2021Liked by Liberty

As someone in the oil industry its anything but boring!

However what that exciting info does to help with making investments in the industry is pretty limited.

For the big companies it seems to be driven much more by macro events and for the little companies it appears to be driven by how they do fund raising/pumps/new releases for upcoming drills.

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That story about the stolen Bored Ape NFTs is ridiculous.

If I bought 3 original physical paintings (of apes) from an artist, then leave the paintings out in the open at the end of my driveway, and the paintings get snatched by someone else, what will then happen if I complain loudly on social media?

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Nov 3, 2021Liked by Liberty

Lol, I'm struggling to get to 1k subscribers on my YT channel and the damn banana video has 1m views! ::: Rethinking my life ::: JK.

Re: supply chain slack, I immediately think of the studies that show how traffic jams come out of nowhere. If everyone drove a little slower traffic would counterintuitively move faster. But it only works collectively. No one wants to pay the price of driving slower; we're all in a rush. It's a tragedy of the commons-type problem.

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