Showing posts with label supply chain. Show all posts
Showing posts with label supply chain. Show all posts

Thursday, September 30, 2021

Apocalypse Fatigue

It's been a rough month.

Our 25-year-old bird is sick. We took her to the emergency vet. She stayed overnight. We think she ate part of her cage. Ingested some metals. She's prone to seizures and these were the most violent we'd ever seen. Feathers and blood everywhere. Not good.

Took her to her regular vet for a followup. She was terrified and escaped their control long enough for even more feathers and blood. Ouch.

We've set up a hospital cage for her made out of a large plastic storage container drilled with holes and filled with towels. It's treating her well so far.

Meanwhile, we ordered a new large steel cage for her. We were fortunate to find one on sale, because they are not cheap. There are SO many out of stock right now. It was originally supposed to be delivered two days ago but there was a delay due to a train derailment. I kid you not. It arrived today and we put it together. Fortunately, that went well. She's not ready for her new and improved home, but it will be ready when she is.

In other news, it's not been a great month for the stock market. I'm still up 10% since I bought back in December, even with today's tobacco stock selloff. The decision to diversify out of utilities is still holding up well. Utilities are not reacting well at all to the rise in the 10-year yield. Had I stayed entirely in utilities, the gains would be cut in half. On a brighter note, still doing better than the 30-year Treasury bond. By. A. Wide. Margin. A 0.37% increase in yield x 30 years is roughly an 11% loss.

No more VPU specific reports. It's only 20% of my IRA now (and my IRA is a relatively small part of my net worth), so my motivation to track it closely just isn't there any longer.

Cabin fever is becoming apocalypse fatigue. Since 2020, it’s starting to feel like we're in the "what can go wrong, will go wrong" era. My hoarding tendencies are on high alert, with each new "out of stock", "shortage", "supply chain disruption", and "Covid" story adding to the personal drama. The drama is real. Any resemblances to the many fine disaster movies I often enjoy are hopefully entirely coincidental, military soldiers driving gasoline tanker trucks in Great Britain notwithstanding. *cringe*

And lastly, my posting frequency will most likely be somewhat reduced in the coming weeks. Looking to take a break. I will definitely continue to post trading updates, not that I have many trading plans. I’m comfortable with what I own. The next purchase will probably be more savings bonds at the start of the new year.

Thursday, September 16, 2021

Anecdotal Supply Chain Issues

Bought a narrow white Billy bookcase at the Seattle area Ikea store yesterday. Would have bought it sooner but it has been out of stock. It's been a day. It's already out of stock again. Out of curiosity, I checked the status of their normal white Billy bookcase. It too is out of stock.

Bought a white 5x5 Kallax at Ikea recently. Would have bought it sooner but it had been out of stock. It was also out of stock shortly after I bought it. It's out of stock right now. Once again, out of curiosity, I checked the status of their other white Kallax shelf units.

4x4? Out of stock.
4x3? Out of stock.
4x2? Out of stock.
4x1? Out of stock.
3x3? Out of stock.
2x2? Out of stock.

It's like we're living in a WW2 supply chain disruption movie. Doesn't seem to be getting better yet. The U-Boats are now seemingly hunting allied cargo ships in packs.