He's ignoring everything, essentially. In the short-term, we're already seeing delays at the ports, which has a very basic impact on getting stuff into distribution centres in the first place. Every DC has a limited number of loading bays for in & outbound ...

@ADuvsLife Trucks have defined delivery slots for drop-offs and pick-ups - think of it like a doctor's appointment list - they must be there in their 30-60 minute window, or else the haulier gets fined. And DCs operate 24/7. So if 10 trucks miss their slots because of a logjam at the ports
@ADuvsLife It's not just a case of squeezing them into another window - there *is* no spare slot (or hardly any). So you can't easily catch up. And once a delivery slot at the DC is missed, that has a knock-effect. A missed inbound delivery means outbound trucks leave without their stock
@ADuvsLife And stores don't receive their orders (which are placed on a just-in-time basis anyway - your average Tesco actually has a very small warehouse space, as almost all of its stock goes straight to shelves)
@ADuvsLife Now Tesco can mitigate this for tinned/dry food by forward-ordering stockpiles, but this is a squeeze to fit extra delivery trucks in, and there's only so much extra space in their DCs, so they can only forward-buy so much
@ADuvsLife But think of bananas, for instance. These are all imported and have a shelf-life of only a few days. Now imagine 1 truck of bananas getting stuck at Calais or Dover. 1 missed delivery slot at a Tesco DC. 100 stores that don't receive their daily banana delivery
@ADuvsLife In the meantime, the truckload of bananas goes bad and half of it has to be binned, so it never even gets to shops, not even a few days late. Now imagine it's not 1 banana truck but 100. And it's not just banana deliveries but apples, potatoes, spag bols for one etc etc
@ADuvsLife Now imagine it doesn't just affect food but also every other time-critical delivery that comes through the ports - say, cancer treatment drugs, some of which have shelf-lives measured in days rather than months. Now what? You either have to fly them in - very expensive
@ADuvsLife Or prioritise life-saving medicines at the ports over food, which is 100% understandable but creates even more of a logjam. In the meantime, everyone is panic-buying like it's late March all over again
@ADuvsLife *This* is what Raab says he's not concerned about. I get that they are desperate that people don't panic - because that will make everything 10 times worse - but we are being systematically lied to here
@ADuvsLife The problem is that the average man in the street assumes that delays at the ports just means a couple of days' disruption and maybe you can't buy eggs for a few days. And that's fair enough - 99% of people don't know how logistics works, and why should they?
@ADuvsLife But the knock-on effect is huge and more wide-reaching than people realise. The chaos at the ports will most likely last for weeks, not days. And once resolved, it will take supply chains at least a couple of weeks to get fully back to 'normal' because they'll be in recovery mode
@ADuvsLife Worst-case - and let's pray it isn't that - we could be looking at half-empty shelves for 6-8 weeks after Jan 1. But even optimistically we'd be looking at the kind of thing we saw in late March/early April, where it took supermarkets 3-4 weeks to re-establish normality
@ADuvsLife And that was with supply chains working effectively without border delays. It's certainly hard to see how it will be a minor blip
@ADuvsLife I'll stop now!
@ADuvsLife @threadreaderapp unroll, please

More from Society

Like most movements, I have learned that the definition of feminism has expanded to include simply treating women like human beings.

(A thread for whoever feels like reading)


I have observed feminists on Twitter advocating for rape victims to be heard, rapists to be held accountable, for people to address the misogyny that is deeply rooted in our culture, and for women to be treated with respect.

To me, very easy things to get behind.

And the amount of pushback they receive for those very basic requests is appalling. I see men trip over themselves to defend rape and rapists and misogyny every chance they get. Some accounts are completely dedicated to harassing women on this site. It’s unhealthy.

Furthermore, I have observed how dedicated these misogynists are by how they treat other men that do not immediately side with them. There is an entire lexicon they have created for men who do not openly treat women with disrespect.

Ex: simp, cuck, white knight, beta

All examples of terms they use to demean a man who respects women.

To paraphrase what a wise man on this app said:

Some men hate women so much, they hate men who don’t hate women

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Characteristics of a personal moat below:


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Things that might get commoditized over time (some longer than


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In the internet economy, what has become scarce are things like specific knowledge, rare & valuable skills, and great reputations.
A THREAD ON @SarangSood

Decoded his way of analysis/logics for everyone to easily understand.

Have covered:
1. Analysis of volatility, how to foresee/signs.
2. Workbook
3. When to sell options
4. Diff category of days
5. How movement of option prices tell us what will happen

1. Keeps following volatility super closely.

Makes 7-8 different strategies to give him a sense of what's going on.

Whichever gives highest profit he trades in.


2. Theta falls when market moves.
Falls where market is headed towards not on our original position.


3. If you're an options seller then sell only when volatility is dropping, there is a high probability of you making the right trade and getting profit as a result

He believes in a market operator, if market mover sells volatility Sarang Sir joins him.


4. Theta decay vs Fall in vega

Sell when Vega is falling rather than for theta decay. You won't be trapped and higher probability of making profit.