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Joe Weisenthal Profile picture
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14 Dec, 4 tweets, 2 min read
TRANSCRIPT: This is why the price of wooden shipping pallets have soared over the last year.

Full text of our interview with Marshall White -- the nation's foremost expert on pallets and packaging is out. So much to learn in here. bloomberg.com/news/articles/…
And if you want to listen to the episode, instead of reading it, of course you can listen here.
Three big companies basically control the pallet market. They rent them out and repair them. This is the lifecycle of a wooden pallet bloomberg.com/news/articles/…
Oh, meant to include the image of text here.

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More from @TheStalwart

Joe Weisenthal Profile picture
13 Dec
NEW ODD LOTS

The wooden pallets episode.

@tracyalloway and I talked to Marshall White, the world's foremost expert on pallets and packaging, to talk about why the price of pallets has exploded over the last year. bloomberg.com/news/articles/…
@tracyalloway Here's the PPI index for Wooden Pallets and Pallet Containers. You can see the big surge in 2021. Image
@tracyalloway One thing that we learned in this episode is that at Virginia Tech, they have a whole school for studying pallets and packaging, and there's a sculpture of the world on a pallet unitload.vt.edu Image
Read 6 tweets
Joe Weisenthal Profile picture
9 Dec
NEW ODD LOTS

Why we're experiencing a nationwide schoolbus driver shortage.

@tracyalloway and I talked to Corey Muirhead, EVP at the largest schoolbus company in NYC, to talk about how the pandemic has made retaining and hiring drivers so much harder. bloomberg.com/news/articles/…
@tracyalloway There are numerous factors driving the shortage.

-- Many drivers are quasi-retirees, and not a lot of people are unretiring these days.

-- While schools shut down, demand for truck drivers soared, so people with CDLs just switched industries.
Also like every other industry, there's an Amazon effect, as @tracyalloway wrote about
Read 10 tweets
Joe Weisenthal Profile picture
30 Nov
IT'S TIME WE HAD A BIG, SURVEY OF WORKERS

In today's newsletter, I wrote about something that's bothered me for a long time -- we don't have a big, monthly survey that asks workers and the non-employed about the job market. It's a great time to fix this.

bloomberg.com/account/newsle…
We have all these questions about the labor market, and various vague theories for why people aren't taking up job openings faster.

And yet instead of asking the public about this, we ask the public whether now is a good time to buy a vacuum cleaner or a dishwasher.
Meanwhile, we have these business surveys, which can be interesting and useful. But the respondents have been complaining about tight labor markets and labor shortages for almost a decade now, which shows that we need to take these with a grain of salt.
Read 5 tweets
Joe Weisenthal Profile picture
24 Nov
10 THINGS YOU CAN SAY ABOUT WEB 3.0 TO BULLSHIT YOUR WAY THROUGH THANKSGIVING DINNER

For today's @Markets newsletter, I've done a service for you, which I will now post as a thread.

Get the newsletter here:

bloomberg.com/account/newsle…
@markets 1/ "The internet is at a fork in the road: Do we want a future on Mark Zuckerberg's servers, or do we want to build on top of networks with data we own and identities that we control? Because that is precisely what's at stake here."
@markets 2/ "Imagine never having to come up with a username or password ever again. Your crypto wallet *is* your sign-in."
Read 14 tweets
Joe Weisenthal Profile picture
21 Nov
Just from the perspective of a crypto fund manager, it seems really dangerous to bet too heavily on the large caps. For a long term investor, blue chips might make a lot sense, but in any given year within a bull market it seems like a sure way to underperform and not attract AUM
2021. Great for year for crypto. Anyone with a heavy ETH bet did fine. But also got crushed by funds betting on higher beta plays, alt L-1s. Etc. Probably similar dynamics with Bitcoin in 2017
To some extent this might be true for stocks. But I’m not sure if the dynamics are extreme. For basically any year in the last decade, an all FANG+ approach has been a true winner. Yes always some small cos. that outperform.
Read 4 tweets
Joe Weisenthal Profile picture
16 Nov
TRANSCRIPT:

The full text of full conversation with @crmiller1 about the Dutch lithography giant $ASML is out.

I learned a ton from this one, and I'm really glad to have re-read the text (I don't always do).

Gonna thread a few things that jumped out:
bloomberg.com/news/articles/…
@crmiller1 So the first thing is definitely this answer from Chris to @tracyalloway about ASML's competitive edge. The story is really their incredible supply chain, and being able to manage 4000 suppliers.

bloomberg.com/news/articles/…
@crmiller1 @tracyalloway Right now, ASML's most advanced EUV lithography machines are not exported to China, and for the time being (and likely the next several years) this represents a hard constraint on Beijing's efforts at building up its own domestic chip industry.
Read 5 tweets

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