but in this situation...will inventory > demand if there is no supply chain to supply it?
When the inventory finally arrives situation could get hairy.
5/n
6/n
Most interesting graph of the bunch. I'd love to see this for CBMs instead of kg's.
7/n
This one will teach you about the air cargo market.
When there are no passenger planes (because of covid) capacity gets tight because the obttom of every passenger plane is full of cargo.
8/n
That's it. I'm not an air cargo expert. I know a lot more about sea shipping because we hardly ever use air shipping (it's too expensive for our bulky lighty products).
If you'd like to see more of this, please write "fuck you" in the replies.
9/9
• • •
Missing some Tweet in this thread? You can try to
force a refresh
I am writing you this letter because your company, particularly the retail side, is turning to shit.
If I don’t say this, no one else will.
I'm writing it publicly because I don't think there's another way for you to receive this information...
I have been selling on Amazon for over 10 years, my company has paid yours well over $24 million dollars, and your attorneys have deposed me for 8 hours.
The problem with Amazon turning to shit is that you're taking us and countless other Amazon sellers down with you...
If you are under 40 and live in America or Europe, this is the most important social media post you will ever see.
What I am about to tell you will be difficult for you to accept.
For most of you, it will make no sense, it will be inconceivable; this idea isn't even on your radar.
It is an asian century.
Everything you have been taught to believe needs to be thrown out.
We (the West) had a good run, but it's their turn now.
Power is shifting from the West back to the East and you need to adapt or you will live a mediocre life.
We have been propagandized to believe that this could not happen, that this idea is ridiculous, even that it's not safe to go there.
It's not true.
Again, I am sorry to say, but you will have to adapt to this new world.
Or you will live a mediocre life.
Here are 5 posts that, together, will blow your mind (if it is open):
1. The first (quote tweeted) was shadowbanned on TikTok. It will teach you what is happening in China. The powers that be do not want you to know.
2. The second explains why power is going to shift from West to East. The presentation does so quickly, powerfully, and visually.
3. The third is an in-depth conversation about how China is an underrated force on the global stage. For those not yet convinced (or interested in learning more), listen in.
4. In the fourth, I explain to Tucker Carlson how China is continuing to not only deindustrialize the United States, but de-innovate us, too. If we do not recognize this reality, we will be major economic trouble.
5. Finally, I explain how China is teaming up with Southeast Asia to create an absolute economic powerhouse that will define the global economy for the next 30 years.
Yes, I'm asking you to watch a lot of videos and yes, in a way, it's self-promotion but from the bottom of my heart, you need to watch these videos because they are going to open your mind up to a reality, that, if you don't prepare for it, is going to hit you like a tsunami.
Let me tell you a short story about the ignorance we have in the West for Asia.
A few months ago, I spoke to a waiter from Mexico who said that he doesn't want to live in MX because "it's too dangerous".
When I asked him why he chose to live in the US:
"It's the best, I've been everywhere: Latin America, Canada, USA, Europe."
He had been everywhere but he had never been to Asia, it wasn't even on his radar.
This is a typical viewpoint in Europe and the Americas.
And it is wrong, and if you don't wake up to the reality that Asia is snowballing into a huge military and economic force you could lose your career and lifestyle.
So that is why I'm asking you to watch these videos, because this is a powerful message that needs to get out here, not just for "the West" but for you. Knowing this will make you money, will save you from losing your time and money investing in the wrong ways and places.
There is one more thing I want to tell you.
If this thread gets play on X, you are going to see countless people attack me for being wrong, for being unpatriotic, or even for being a foreign agent.
Ask them where in Asia they've been. If they've been (unlikely), ask them when. If they can't tell you a recent visit to a major country in Asia, particularly East Asia (China is the most important one right now by far), ignore them. This shift is happening fast and is accelerating and they just don't know what they're talking about.
If we want our countries in the West to thrive, the best thing we can do is open our eyes, travel abroad, learn from others, and acknowledge the reality of what is happening, so that we can ADAPT TO IT.
So, please watch the 5 videos, bounce around as needed, learn, like, and share.
If you have an open mind, you won't be disappointed.
And if I've convinced you, GO!
Venture out, go to Asia, and see a whole new world that will blow your mind.
I read a biography of Deng Xiaoping who is probably the greatest politician of the 20th century in terms of the net (he was not perfect) good he did for his people.
Here are the 8 things that struck me about his career and life:
1. Deng figured out early that communism didn’t work. His key insight and what made him different from Gorbachev (who he considered to be an idiot, and I agree) was that he knew that the change from communism to whatever you want to call China’s current system needed to be done through China’s existing political system, the “communist” party. Gorbachev tried to change the political system and the economic system of the USSR simultaneously but because he got rid of the political system, he had no power to change the economics; Gorbachev got coup’d and Russia descended into at least 10 years of chaos. Retrospectively, Putin will probably be seen as a Deng-like figure.
2. Deng’s success was predicated on his ability to navigate the mercurial, uniting, but unrealistic Mao Zedong. Deng was purged three times and his son was paralyzed when Mao’s guards pushed him out of a window, but Deng never gave up or criticized Mao. He waited in the wings and kept good relations with Mao, knowing that some day his time would come. He had to wait until Deng was 73!! It seemed like Mao wanted to get rid of Deng but couldn’t because he was just too able and Deng, again, was very careful about keeping good relations with Mao, despite what Mao did to Deng and family.
3. Deng essentially coup’d his predecessor, a guy named Hua guofeng who had been selected by Mao to succeed him. Deng’s ability to seize and maintain power was bolstered by 2 things 1) his relationships with the military which were forged in his fight against the Chiang Kai-Shek led Chinese in the civil war 2) his ability was widely respected in the party. Even when Deng was fully in control, his control and relationship with the military was essential.
4. Deng was a short king. He was 5’ 2” or 157.5 cm (Mao was 5’11” or about 175 cm ) Don’t let anyone tell you that you can’t accomplish big things because you’re not tall.
5. Deng completely changed the propaganda education after June 4 Tiananmen incident. The focus of Chinese education went from a focus on Marxism and class struggle to Chinese patriotism. This is a very important point for the world today. Anyone born after 1984 in China (1989 minus 5 years) is, on average, very patriotic. Every country has its taboos. If you want to get cancelled, the way to do it in China is to not be patriotic. Anyways, the point of this transition, was to make sure Tiananmen would never happen again. Deng was patriotic and he viewed his ending of the Tiananmen incident as patriotic (compare it to what happened in Russia post USSR collapse) and he thought that if the students were more patriotic they’d understand that another revolution, but instead patience under party rule, was the way forward.
6. Deng would just do stuff. Like Robert Moses in America, the key to getting things done was to just start even before you had consensus, the money, approval, or authority to do so.
7. Unlike Khrushchev with Stalin, and despite the errors of Mao, Deng never threw Mao under the bus. He knew that people were propagandized (I’m reading between the lines) to support Mao so he kept that psychological framework as he effectively changed the system in a way that Mao wouldn’t have approved of.
8. Deng was a good manager who understood people and how they needed to manager at a macro scale. There are lots of good management lessons in the book. That said, he went through 2 successors who he essentially fired before finding one who was good. Mao was like George Washington in that he set an example by retiring early and then required subsequent generations to do the same.
In the next tweet I will give my closing thoughts and give you pictures of passages I thought were useful.
Closing thoughts:
I take all history books with a big grain of salt. The professor speaks Chinese and is Harvard educated and spent time in China but he obviously was not in the room when a lot of history was happening.
It’s a long book. 700 pages. If you’re interested in the topic, maybe pick it up but I think you could probably get most of the meat from just reading Wikipedia.
My allegedly "pro-china" video got shadowbanned on the allgedly "pro-china" app lol
Even though I submitted an appeal and it got approved that video is now dead.
I posted on Twitter, LinkedIn, and Tiktok...how did each do?
On Twitter, 33k followers got me to 2.9 million views.
On TikTok, 550 followers got me to 224k views
On LinkedIn, 1900 followers got me 3056 impressions
TikTok definitely seems like the place to post content that you want to go viral, if you don't have many followers.