• BullionStar
    05/30/2016 - 21:24
    The US Gold Market is best known as the home of gold futures trading on the COMEX in New York. The COMEX has a literal monopoly on gold futures trading volumes worldwide, but very little physical...

Latest Japanese Supply Chain Disruption Summary

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Sun, 03/27/2011 - 22:17 | 1107244 Id fight Gandhi
Id fight Gandhi's picture

So this will help stocks rally somehow.

Only numbers that matter is how much free fed money there is. All the rest is just a waste of time anymore.

I miss the free markets and price discovery.

Sun, 03/27/2011 - 22:47 | 1107330 Lord Welligton
Lord Welligton's picture

Exactly.

Keep printing the money and nobody will notice until there is no food on the table.

In the meantime just keep up with the Stars Dancing On Ice.

Mon, 03/28/2011 - 02:12 | 1107761 Yen Cross
Yen Cross's picture

My Lord. The money printinting will end soon. Money Penny creates a well read scenario. Any querry is welcome?

Mon, 03/28/2011 - 04:06 | 1107873 A Man without Q...
A Man without Qualities's picture

I think I've got it figured - stagflation is good for equities because prices are rising, but sales are falling, so you have the goods sitting on the shelves making money through the inflationary effect.  Cool.

Mon, 03/28/2011 - 03:01 | 1107803 Dave
Dave's picture

Ford and GM might rally.

Mon, 03/28/2011 - 03:18 | 1107822 Yen Cross
Yen Cross's picture

GM stock?

Mon, 03/28/2011 - 05:44 | 1107926 Dave
Dave's picture

Well, maybe. Sell Nissan, buy GM. I wouldn't touch it but somebody might.

Mon, 03/28/2011 - 12:30 | 1109049 Carl Spackler
Carl Spackler's picture
  • GM and Ford are just as vulnerable

If you don't have 100% of the parts, you cannot build the car.

GM and Ford also use a lot of Japanese parts...specialty steel components, electronics, etc.  So they are just as hamstrung.

6 weeks id the key number...if the suppliers in Japan are still offline around May 1, then the global auto industry shuts down until further notice.

 

 

 

Sun, 03/27/2011 - 22:16 | 1107245 Backspin
Backspin's picture

That opening sentence was 161 words!

Sun, 03/27/2011 - 22:17 | 1107248 Id fight Gandhi
Id fight Gandhi's picture

I like how he writes. It's colorful, snarky and intelligent.

Sun, 03/27/2011 - 22:22 | 1107265 Rusty Shorts
Rusty Shorts's picture

Mark Twain. His sentences ran on since eight day clocks.

Sun, 03/27/2011 - 22:20 | 1107256 RollinRavenPurple
RollinRavenPurple's picture

I had Tyler at 84.  TD was just a little excited.  

Sun, 03/27/2011 - 22:27 | 1107274 Tyler Durden
Tyler Durden's picture

Sean Corrigan is still in the lead with a one sentence paragraph of +/- 280 words.

Mon, 03/28/2011 - 01:01 | 1107664 TemporalFlashback
TemporalFlashback's picture

TD - The people demand a one sentence paragraph of 300+ words.

Mon, 03/28/2011 - 02:46 | 1107794 StychoKiller
StychoKiller's picture

Inflation in the size of sentences...Deflation in the meaning of sentences! :>(

Sun, 03/27/2011 - 22:17 | 1107251 buzzsaw99
buzzsaw99's picture

bullish.

Mon, 03/28/2011 - 00:55 | 1107644 Yen Cross
Yen Cross's picture

equal

Mon, 03/28/2011 - 01:44 | 1107716 Threeggg
Threeggg's picture

winning !

Sun, 03/27/2011 - 22:19 | 1107252 Rusty Shorts
Rusty Shorts's picture

 - listen carefully to what he is saying

http://www.youtube.com/watch?v=DocdrgnrDns&NR=1

 

 - here's a hi-jacked video

http://www.youtube.com/watch?v=TUZaU_WkMao

Mon, 03/28/2011 - 00:32 | 1107432 uno2well
uno2well's picture

I loved the part at about 8:20 into the first video where he details the order of the evacuation. The whole lot of them have bugged out! but stay calm, don't panic... "We will continue to support our Japanese partners" (just not from this fucking toxic wasteland/island) Don't panic!

 

 

Sun, 03/27/2011 - 22:18 | 1107253 disabledvet
disabledvet's picture

first off "thank you zero hedge."  everyone else "bought into the bullshit"--only here did you get the real deal.  extraordinary.  just as important and a significant change in the world of ZH is an understanding of the "saliency" of these matters.  the average CNBC or Bloomberg bloke "shrugs his shoulders at the significance of Japan anyways."  As all you know of me and now of Zero Hege "that is not either of us."  Events halfway around the world have an immediate impact on economies.  Don't even get me started on "Libya" though I'd be more than happy to get started on "Dick Tator and his Tator Tots" of course.  Great stuff.

Mon, 03/28/2011 - 03:54 | 1107867 Yen Cross
Yen Cross's picture

Enlighten me Disabled Vet? Don't be an un-spoken VOICE! BITCH!!

Sun, 03/27/2011 - 22:18 | 1107254 99er
Mon, 03/28/2011 - 00:56 | 1107645 Yen Cross
Yen Cross's picture

NI225 is boring. I used to watch it. Too many Kampo MOMMIES!

Sun, 03/27/2011 - 22:19 | 1107260 bud-wiser
bud-wiser's picture

Slightly off topic, but here is independent verification of Fukushima radiation, worldwide:

http://www.dw-world.de/dw/article/0,1564,14938445,00.html?maca=en-newsletter_en_bulletin-2097-html-nl

Mon, 03/28/2011 - 00:56 | 1107652 Yen Cross
Yen Cross's picture

Ceramic vessels with lots of carbonation?

Sun, 03/27/2011 - 22:21 | 1107262 colorfulbliss
colorfulbliss's picture

If shortages continue, Sony may consider temporarily shifting some production overseas.

This is most definately bullish. With America's lax regulations, low labor cost and highly technically skilled workforce, I'm sure we will be the first choice.

 

/sarc 

Mon, 03/28/2011 - 01:56 | 1107739 Yen Cross
Yen Cross's picture

Thanks and noticed. We keep track. Good job.

Mon, 03/28/2011 - 03:01 | 1107806 Mentaliusanything
Mentaliusanything's picture

Ah please read between lines momosan. It going to take f#@king years to restore production in Japan.

This is not a move any company does without carefully crunching all the facts and its expensive and time consuming

 

 

 

 

Sun, 03/27/2011 - 22:20 | 1107263 Larry Darrell
Larry Darrell's picture

And this is just the "big 2" of cars and electronics.

We do work for American Fuji Seal here in the US. While I was there last week they said that 3 of their plants in Japan were still down.  AFS makes plastic containers and labels for almost every product you've ever seen on a supermarket shelf.

Sun, 03/27/2011 - 22:25 | 1107267 Youri Carma
Youri Carma's picture
Jim Willie Archived Audio - Willie always Good Stuff! http://www.contraryinvestorscafe.com/jim-willie-radio/
Sun, 03/27/2011 - 22:32 | 1107278 Count Laszlo
Count Laszlo's picture

I'm bored. Can't get that car in the color I want and Apple is out of the iPad2. Maybe I'll just watch a lot of TV, buy a ton of iTunes, and maybe watch two or three more movies than normal at the local theater. And afterwards, dinner.

Sun, 03/27/2011 - 22:30 | 1107280 Captain Benny
Captain Benny's picture

For those that don't know what optical pickup units (OPUs) are, they're used in your computer's optical drive to read the disc.  They're mandatory components and they're pretty high precision components.  This is a great video to reference on OPUs: http://www.mathworks.com/products/demos/slcontrol/dvd_control/

 

Sun, 03/27/2011 - 22:30 | 1107283 Bicycle Repairman
Bicycle Repairman's picture

"before the market realizes that the entire QE2 inspired "golden age" is now over"

 

It's over? Really?

Sun, 03/27/2011 - 22:34 | 1107292 Count Laszlo
Count Laszlo's picture

It's far from over my friend. Two is the new ten.

Sun, 03/27/2011 - 22:40 | 1107318 Tyler Durden
Tyler Durden's picture

Nothing about the QE 3-666 inspired golden age.

Mon, 03/28/2011 - 00:31 | 1107600 plata pura
plata pura's picture

Foking math questions on this here thread silences us hill billy folk. As far as the Jekyll Isle cartel be concerned; it be all figured in.

Sun, 03/27/2011 - 22:34 | 1107294 monopoly
monopoly's picture

And this is what is important. We all have a car or two, a computer, a flat panel TV, and a camera. But we must continue to consume, or else it all falls down. At some point, it Will, all fall down.  Consumer sentiment moving lower I see. Well, we will just give out more free money and the stock market will continue on its upward move.

I am so sick of this phony market. I too would love to see a free market. Might be to old to see that again.

 

Sun, 03/27/2011 - 22:36 | 1107296 Bleeping Fed
Bleeping Fed's picture

Going long aftermarket OEM Toyota and Honda parts.

Sun, 03/27/2011 - 22:55 | 1107345 DoChenRollingBearing
DoChenRollingBearing's picture

That is exactly what we are trying to do here in Peru.  Our bearing supplier in S. Japan has not responded to our emails...  Most bearing plants are in southern and central Japan I believe, yet we have heard nothing.

When Japanese (or Korean) alternatives become available, we will be buying BIG.  None of this JIT crapola for us.  We will spend more on inventory.

Mon, 03/28/2011 - 06:44 | 1107957 A Man without Q...
A Man without Qualities's picture

Reminds me how the Royal Air Force realized that carpet bombing German cities really didn't do much to effect the Nazi's ability to fight war.  They finally broke off from the American strategy of dropping volume over a wide area, and switched to flying small, fast aircraft, which would specifically target ball bearing factories.  Doesn't matter what else you have, you can't make machines without ball bearings.  I suppose the Japanese are going to keep all components domestically, to make sure they have what they need... but it sucks for their loyal overseas customers.

On a wider point, Japanese industry has been forced to become highly specialized in order to survive currency fluctuations and Chinese piracy, which means in many cases, there are no alternative sources and all it takes is one missing vital component and it won't work.  

However, our trusty guardians in the central banks will unleash a tsunami of liquidity to wash any problems away.

Sun, 03/27/2011 - 22:38 | 1107301 Youri Carma
Youri Carma's picture

15 March 2011: Bank of Japan injects $245 bln into markets http://www.marketwatch.com/story/bank-of-japan-injects-245-bln-into-markets-2011-03-15

14 March 2011: Bank of Japan adds $61 billion liquidity: report http://www.marketwatch.com/story/bank-of-japan-adds-61-billion-liquidity-report-2011-03-14

Sun, 03/27/2011 - 22:38 | 1107312 SqueekyFromm
SqueekyFromm's picture

Well, thank goodness Yamaha wasn't on that list, which means their guitars will keep coming.  Plus, Ibanez and Fernandes weren't on the list either.

Squeeky Fromm, Girl Reporter

Sun, 03/27/2011 - 22:47 | 1107326 Rusty Shorts
Rusty Shorts's picture

lmao ... no wait

Sun, 03/27/2011 - 22:54 | 1107342 knukles
knukles's picture

Mildly disturbing.

Mon, 03/28/2011 - 01:36 | 1107712 SqueekyFromm
SqueekyFromm's picture

Well, I don't have one of those Silent Guitars yet. But somehow I have winded up with 4 Yamahas and I have only been playing less than a few months. I guess I got carried away at the pawn shops. But the 12-string has the prettiest little bird on it. 

Squeeky Fromm, Girl Reporter

Mon, 03/28/2011 - 02:26 | 1107777 TheMerryPrankster
TheMerryPrankster's picture

whats a good price for a pawn shop Yamaha guitar? I need an accoustic.

Mon, 03/28/2011 - 03:12 | 1107816 Dave
Dave's picture

Depends on the guitar. I found a Yamaha FG 150 in perfect condition and paid $50. Checked the internet and they averaged $350. Ya never know...

Mon, 03/28/2011 - 05:29 | 1107914 Dave
Dave's picture

Squeeky, what is a silent guitar?

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