FEDEX SHORT (FDX SHORT) :(
Hello,
I have explained many things about the recession in my idea about the world crisis of 2023. And other articles such as the OIL SHORT, or THE BITCOIN CRASH (I will leave all these ideas linked.)
But here I want to delve deeper into supply chains.
I'm here again to show you a SHORT idea against FedEx , that company that is in the middle of all the orders in the world. What would we do without transportation chains?
They are always in the middle of "customers", "retailers", manufacturers" and "suppliers". Transport chains like FedEx are very necessary, since without them the orders could not be transported.
Now the words: "customers", "retailers", manufacturers" and "suppliers". Sounds me as a special effect, THE BULLWHIP EFFECT.
You know, the BULLWHIP EFFECT, as the name suggests: "bullwhip", with a small change in the "whip", could cause devastating effects in the "whiplash".
I recommend to search on Google about the Bullwhip Effect, there are nice videos on YouTube.
The bullwhip effect in demand forecasting arises when each channel member forecasts demand based on information derived from the ordering patterns of an immediate inferior member.
It basically consists in that consumer demand does not present significant fluctuations, while inventories reveal important changes, showing a decrease or excess in stock levels. If, in the different links of the supply chain, they do not handle constant and true information on their inventories and consumer demand for their products, the bullwhip effect gains strength, generating an excess of safety stock, which, as is known, radically increases the cost. , the end product.
What are the causes of this effect?
This effect is so devastating that it is very difficult to detect it really, but it is more difficult to detect it if we are in a "SLUMPFLATION"...
I was not amused when the media said that the crisis would not yet come. OBVIOUSLY I don't want any crisis. What I don't want is for the crisis to be worse. They always make the same mistake, they hide the real data and say that the recession hasn't arrived yet. But in a few months the recession was sooner than expected.
What is in the middle of all the BULLWHIP EFFECT?
- Answer: "Transport Chains"
Actually the transport chains will also be affected, just put on some music in a dark room, close your eyes, and think about it. Don't let your money foolishly burn!
Bubble within bubble within bubble within bubble within bubble within bubble... SPLASH!
I do not have much to add. You just need to do a little research on the internet, DON'T TRUST ANYONE, NOT THE FED, NOR THE PRESIDENT, NOR THE INTERNET, NOR DO YOU TRUST ME.
You can only trust yourself and your research that you have done.
I AM NOT A FINANCIAL ADVISOR AND PLEASE SEARCH THE INFORMATION ON YOUR OWN, BEFORE MAKING ANY DECISION. YOU AND YOU ONLY ARE RESPONSIBLE FOR YOUR INVESTMENTS AND IN NO WAY WILL I BE RESPONSIBLE IF YOU USE THIS IDEA THAT I AM SHARING HERE.
Thank you very much for reading this article and not closing it like others.
Have a nice day,
Esiquiel.
I have explained many things about the recession in my idea about the world crisis of 2023. And other articles such as the OIL SHORT, or THE BITCOIN CRASH (I will leave all these ideas linked.)
But here I want to delve deeper into supply chains.
I'm here again to show you a SHORT idea against FedEx , that company that is in the middle of all the orders in the world. What would we do without transportation chains?
They are always in the middle of "customers", "retailers", manufacturers" and "suppliers". Transport chains like FedEx are very necessary, since without them the orders could not be transported.
Now the words: "customers", "retailers", manufacturers" and "suppliers". Sounds me as a special effect, THE BULLWHIP EFFECT.
You know, the BULLWHIP EFFECT, as the name suggests: "bullwhip", with a small change in the "whip", could cause devastating effects in the "whiplash".
I recommend to search on Google about the Bullwhip Effect, there are nice videos on YouTube.
The bullwhip effect in demand forecasting arises when each channel member forecasts demand based on information derived from the ordering patterns of an immediate inferior member.
It basically consists in that consumer demand does not present significant fluctuations, while inventories reveal important changes, showing a decrease or excess in stock levels. If, in the different links of the supply chain, they do not handle constant and true information on their inventories and consumer demand for their products, the bullwhip effect gains strength, generating an excess of safety stock, which, as is known, radically increases the cost. , the end product.
What are the causes of this effect?
- Lack of information between suppliers and intermediate buyers.
- Management without order in production orders, generating volatility in shipments.
- Possible periods without demand for the goods.
- Possibilities of obtaining wholesale discounts (Which generates time problems).
- Inflated or strategic orders. (Taking advantage of market conditions).
- Supply uncertainty. It can generate unnecessary orders.
This effect is so devastating that it is very difficult to detect it really, but it is more difficult to detect it if we are in a "SLUMPFLATION"...
I was not amused when the media said that the crisis would not yet come. OBVIOUSLY I don't want any crisis. What I don't want is for the crisis to be worse. They always make the same mistake, they hide the real data and say that the recession hasn't arrived yet. But in a few months the recession was sooner than expected.
What is in the middle of all the BULLWHIP EFFECT?
- Answer: "Transport Chains"
Actually the transport chains will also be affected, just put on some music in a dark room, close your eyes, and think about it. Don't let your money foolishly burn!
Bubble within bubble within bubble within bubble within bubble within bubble... SPLASH!
I do not have much to add. You just need to do a little research on the internet, DON'T TRUST ANYONE, NOT THE FED, NOR THE PRESIDENT, NOR THE INTERNET, NOR DO YOU TRUST ME.
You can only trust yourself and your research that you have done.
I AM NOT A FINANCIAL ADVISOR AND PLEASE SEARCH THE INFORMATION ON YOUR OWN, BEFORE MAKING ANY DECISION. YOU AND YOU ONLY ARE RESPONSIBLE FOR YOUR INVESTMENTS AND IN NO WAY WILL I BE RESPONSIBLE IF YOU USE THIS IDEA THAT I AM SHARING HERE.
Thank you very much for reading this article and not closing it like others.
Have a nice day,
Esiquiel.
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