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Jaxyon
Mar 7, 2016
Probation
Can't post for 3 days!
https://whowhatwhy.org/culture/journalism-media/the-great-los-angeles-train-robbery-is-an-exercise-in-misdirection/

https://twitter.com/AASchapiro/status/1483908446172811267

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KillHour
Oct 28, 2007


Bar Ran Dun posted:

And there often end up being other costs when there is a GA more surprises lol.

Edit: But it would be an extraordinary circumstance to be more

So what happens if you ship $200k worth of stuff and the shipping company says "If you want this back it will cost you $300k" and you're just like "nah you keep it"

Bar Ran Dun
Jan 22, 2006
Probation
Can't post for 18 hours!

KillHour posted:

So what happens if you ship $200k worth of stuff and the shipping company says "If you want this back it will cost you $300k" and you're just like "nah you keep it"

To get your cargo you or your insurer has to post a bond. Usually it’s like 12% of cargo and freight value. Later the rest of the money gets figured out these take loving forever, cause all the losses have to get totaled.

If you abandoned it they might sell it off if it has any value . I don’t know if you’d get subrogated against of not for your share if you did that. I don’t see the process at that point.

Bar Ran Dun
Jan 22, 2006
Probation
Can't post for 18 hours!
The real you got hosed stuff is government orders, like CBP stuff.

Bar Ran Dun
Jan 22, 2006
Probation
Can't post for 18 hours!
And all this stuff is tame compared to hosed one can get on like a bulk cargo charter for say grain.

KillHour
Oct 28, 2007


I'm never going to ship anything ever.

Jaxyon
Mar 7, 2016
Probation
Can't post for 3 days!

KillHour posted:

I'm never going to ship anything ever.

*ships one large size Totoro Plush off Alibaba*


Soon:

Zero VGS
Aug 16, 2002
ASK ME ABOUT HOW HUMAN LIVES THAT MADE VIDEO GAME CONTROLLERS ARE WORTH MORE
Lipstick Apathy
Also the seller said in writing that the shipping would cover delivery to my address, I was very particular about that. Now the freight company just told me "shipper booked CFS-CFS only" which I guess is Container Freight Yard. They are asking if I want to go to the warehouse and pick it up myself (hour each way), or if I want to pay for the add-on service.

Will they even let me show up with an SUV and take five 80-pound packages off a pallet? I would guess there's no loving way their insurance would allow that.

Bar Ran Dun
Jan 22, 2006
Probation
Can't post for 18 hours!

Zero VGS posted:

Will they even let me show up with an SUV and take five 80-pound packages off a pallet? I would guess there's no loving way their insurance would allow that.

CFS can be sceezy as gently caress they might let you. Make sure they’ll release the cargo and are okay with it before you go through.

They’ll probably make you load it yourself into your SUV.

Where is this?

Bar Ran Dun
Jan 22, 2006
Probation
Can't post for 18 hours!
If it sits there a while there could be storage charges too.

PT6A
Jan 5, 2006

Public school teachers are callous dictators who won't lift a finger to stop children from peeing in my plane
The real takeaway from this is that shipping/logistics, as an industry, goes a gently caress sight further than you see on the retail side of like UPS or FedEx or whatever. That's why those services cost a lot of money and you can find a "deal" when you avoid them. It's because now you've stripped away that level of protection and professional expertise.

I know people who make a lot of money just dealing with random "I have widget X in place A, and I need it to be in place B by date Y" poo poo. And they earn their money, because they deal with all this crap and some part of the liability, the same way plumbers make money by mending your plumbing with less bullshit than you'd go through trying to piece your way through it based on some youtube videos.

PT6A fucked around with this message at 03:23 on Jan 27, 2022

BlueBlazer
Apr 1, 2010
Speaking of terminal nonsense. Cross docking is getting ridiculous now. Shipments that used to take 3 to 5 days have cargo sitting in cross dock for 2-3 weeks for the last leg.

I have to go to one tomorrow to pull a part that's been sitting in a trailer for 10 days, was just offloaded and the carrier says. "Yea we still don't have a delivery day."

Gotta drive up myself and have my notorized pickup order to skip that poo poo.

I don't see how the normal supply chain can take much more of this. My production line was down 60% this month because of shipment uncertainty.

Bar Ran Dun
Jan 22, 2006
Probation
Can't post for 18 hours!

PT6A posted:

. And they earn their money, because they deal with all this crap and some part of the liability, the same way plumbers make money by mending your plumbing with less bullshit than you'd go through trying to piece your way through it based on some youtube videos.

A lot of the logistics stuff isn’t on YouTube or really anywhere. Basically there are small, handfuls of individuals with real specific knowledge. Most of the 3PLS will then go on to subcontract a lot of the onsite / in person knowledge work to surveyors. Especially for problematic cargoes like hazardous materials. The ocean carriers will also force shippers to use these same people for specific cargos or on the bulk side they might be literally written into the vessel charter contracts.

Bar Ran Dun
Jan 22, 2006
Probation
Can't post for 18 hours!

BlueBlazer posted:

Speaking of terminal nonsense. Cross docking is getting ridiculous now. Shipments that used to take 3 to 5 days have cargo sitting in cross dock for 2-3 weeks for the last leg.

I have to go to one tomorrow to pull a part that's been sitting in a trailer for 10 days, was just offloaded and the carrier says. "Yea we still don't have a delivery day."

Gotta drive up myself and have my notorized pickup order to skip that poo poo.

I don't see how the normal supply chain can take much more of this. My production line was down 60% this month because of shipment uncertainty.

Omicron is really walloping the waterfront and CFS. Some of the warehouses I talk to have 50 to 75% percent of the labor out. Figure at-least another month of really loving bad before it goes back normal pandemic bad.

PT6A
Jan 5, 2006

Public school teachers are callous dictators who won't lift a finger to stop children from peeing in my plane

Bar Ran Dun posted:

A lot of the logistics stuff isn’t on YouTube or really anywhere. Basically there are small, handfuls of individuals with real specific knowledge. Most of the 3PLS will then go on to subcontract a lot of the onsite / in person knowledge work to surveyors. Especially for problematic cargoes like hazardous materials. The ocean carriers will also force shippers to use these same people for specific cargos or on the bulk side they might be literally written into the vessel charter contracts.

Yeah, no, I get that. I'm just saying it's specialized knowledge and you'll do better with a real expert in the field, just like any other field. The guy I knew who ran a business in that area of expertise flew on private jets and a handful of really nice, expensive cars. I don't think you get that kind of money without offering serious value, via your expertise, to a decent number of businesses who've fully considered their other options.

The comparison comes when you can either fumble about with things you're really not an expert in, and go through a whole bunch of aggravation, or you can just pay a guy whose job it is to get it done. And the reason that guy has a job to begin with is because he knows what he's doing and it's not trivial, even if for some percentage of the time you can maybe half-rear end your way through it and come out the other side without anything particularly bad happening.

PT6A fucked around with this message at 04:33 on Jan 27, 2022

Bar Ran Dun
Jan 22, 2006
Probation
Can't post for 18 hours!

PT6A posted:

Yeah, no, I get that. I'm just saying it's specialized knowledge and you'll do better with a real expert in the field, just like any other field. The guy I knew who ran a business in that area of expertise flew on private jets and a handful of really nice, expensive cars. I don't think you get that kind of money without offering serious value, via your expertise, to a decent number of businesses who've fully considered their other options.

Oh yeah I agree. There’s just a fairly high chance if that’s what he does that I’ve crossed paths indirectly with him. Particularly if he specialized in OOG or haz exporting from the US.

PT6A
Jan 5, 2006

Public school teachers are callous dictators who won't lift a finger to stop children from peeing in my plane

Bar Ran Dun posted:

Oh yeah I agree. There’s just a fairly high chance if that’s what he does that I’ve crossed paths indirectly with him. Particularly if he specialized in OOG or haz exporting from the US.

Canadian-based but he used to work in the US (New York, specifically) until 9/11 freaked him out, I think (he worked in the towers, and just narrowly missed being in them, from what I gather). I believe he specializes in oversized cargo for mining/oilpatch stuff.

EDIT: It's funny because I met him through not-business, and he always kind of struck me as a playboy sort of guy... but then if you watched him work, the poo poo he could manage and deal with was amazing even if it left him a fair bit of free time. You don't pay him for constant work, you pay him because he's an expert and he can get poo poo done in an hour that would take a non-expert a week and they'd still gently caress it up.

PT6A fucked around with this message at 05:08 on Jan 27, 2022

Bar Ran Dun
Jan 22, 2006
Probation
Can't post for 18 hours!
Yeah I’ve almost certainly looked at things he’s shipped then even if I didn’t know the company though probably not for him.

PT6A
Jan 5, 2006

Public school teachers are callous dictators who won't lift a finger to stop children from peeing in my plane
That's cool, I expect it's a reasonably small world.

Another question: I occasionally order some stuff on a regular basis that gets shipped by DHL. Through this process, I've noticed that it never takes the same path from origin to destination twice in a row. Are they brilliant in terms of load-balancing a complex international network, or insane?

Bar Ran Dun
Jan 22, 2006
Probation
Can't post for 18 hours!

PT6A posted:

That's cool, I expect it's a reasonably small world.

Another question: I occasionally order some stuff on a regular basis that gets shipped by DHL. Through this process, I've noticed that it never takes the same path from origin to destination twice in a row. Are they brilliant in terms of load-balancing a complex international network, or insane?

Small packages that’s not abnormal. They probably have an algorithm to figure that out when it’s booked.

PT6A
Jan 5, 2006

Public school teachers are callous dictators who won't lift a finger to stop children from peeing in my plane

Bar Ran Dun posted:

Small packages that’s not abnormal. They probably have an algorithm to figure that out when it’s booked.

It's honestly amazing, because they'll get poo poo from Stockholm to Calgary in less time than it takes the average package to get from Toronto to Calgary by post, all for the same price more or less, and always by a slightly different route. I don't know what they're doing to make it happen, but it seems like magic to me.

Zero VGS
Aug 16, 2002
ASK ME ABOUT HOW HUMAN LIVES THAT MADE VIDEO GAME CONTROLLERS ARE WORTH MORE
Lipstick Apathy

Bar Ran Dun posted:

CFS can be sceezy as gently caress they might let you. Make sure they’ll release the cargo and are okay with it before you go through.

They’ll probably make you load it yourself into your SUV.

Where is this?

Boston, I have a friend telling me they've been intentionally sending all the Chinese ships to NY so that Boston harbor is dead and NY is insanely swamped. He must be on to something because I didn't even tell him that I asked them to send mine to the Boston port and they just ignored me and sent it to NY as well.

BlueBlazer
Apr 1, 2010

PT6A posted:

It's honestly amazing, because they'll get poo poo from Stockholm to Calgary in less time than it takes the average package to get from Toronto to Calgary by post, all for the same price more or less, and always by a slightly different route. I don't know what they're doing to make it happen, but it seems like magic to me.

If I have to do anything mission critical Ill use DHL. Even domestic it's been way more likely something gets where I REALLY need it.

Bar Ran Dun
Jan 22, 2006
Probation
Can't post for 18 hours!

PT6A posted:

I don't know what they're doing to make it happen, but it seems like magic to me.

It’s just Linear Programming.

Zero VGS posted:

Boston, I have a friend telling me they've been intentionally sending all the Chinese ships to NY so that Boston harbor is dead and NY is insanely swamped. He must be on to something because I didn't even tell him that I asked them to send mine to the Boston port and they just ignored me and sent it to NY as well.

Yeah that’s probably not true.

NY/NJ is just a much much bigger container port than Boston. Looking at who calls Boston, probably COSCO or Evergreen is the line based on “Chinese”. Guessing COSCO I’ve seen them pushed out of berths on the East Coast in Savannah into Charleston. Evergreen tends to own their own terminals. Oh well can’t help unfortunately.
.

Gucci Loafers
May 20, 2006

Ask yourself, do you really want to talk to pair of really nice gaudy shoes?


Looks like some things are starting to get better,

https://twitter.com/GuyDealership/status/1485969663473377286?s=20&t=NvShzA9LVQ0CD5Kp2wff_w

Bar Ran Dun
Jan 22, 2006
Probation
Can't post for 18 hours!

Bar Ran Dun posted:

late fuckers that won’t publish my oped.

national port authority is the answer fuckers

https://www.nytimes.com/2022/02/01/business/supply-chain-disruption.html?referringSource=articleShare

With the havoc at ports showing no signs of abating and prices for a vast array of goods still rising, the world is absorbing a troubling realization: Time alone will not solve the Great Supply Chain Disruption.

It will require investment, technology and a refashioning of the incentives at play across global business. It will take more ships, additional warehouses and an influx of truck drivers, none of which can be conjured quickly or cheaply. Many months, and perhaps years, are likely to transpire before the chaos subsides.

“It’s unlikely to happen in 2022,” said Phil Levy, chief economist at Flexport, a freight forwarding company based in San Francisco.

For those who keep tabs on the global supply chain, the very concept of a return to normalcy has given way to a begrudging acceptance that a new normal may be unfolding.

Cheap and reliable shipping may no longer be taken as a given, forcing manufacturers to move production closer to customers. After decades of reliance on lean warehouses and online systems that monitor inventory and summon goods as needed — a boon to shareholders — manufacturers may revert to a more prudent focus on extra capacity.

The deepening understanding that the supply chain crisis has staying power poses a daunting challenge to policymakers.

Mayhem at factories, ports and shipping yards, combined with the market dominance of major companies, is a key driver for rising prices. Spooked by the highest rates of inflation in decades, the Federal Reserve has resolved to tighten credit, while the Bank of England and other central banks have already lifted interest rates, sowing alarm in stock markets from New York to Tokyo.

Record beef prices, along with rising costs for pork and poultry, have prompted the Biden administration to pursue the prospect of antitrust enforcement against the four companies that dominate the American meat supply.

Whirlpool recently warned that customers who purchased its washing machines, refrigerators and other household appliances would continue to experience delays as the company contended with supply chain problems.

Even as Tesla last week announced record profits amid overwhelming demand for its electric cars, the company said sales would be hurt by difficulties in the supply chain — not least due to continued shortages of computer chips.

The chip shortage has limited the production of cars worldwide, while stymying makers of medical devices and a vast range of electronic gadgets. The U.S. commerce secretary, Gina M. Raimondo, recently described persistent chip shortages as an “alarming” threat to American industry.

The International Monetary Fund last week cited supply chain woes among other factors as it downgraded its forecast for global economic growth for 2022 to 4.4 percent from 4.9 percent.

The breadth and persistence of supply chain troubles in part result from how the coronavirus pandemic has accelerated trends that have been unfolding for decades, especially the growth of e-commerce.

Whereas major brands traditionally ship goods from factories around the world to central warehouses that supply retail outlets, e-commerce demands a far more complicated endeavor: Retailers must deliver individual orders to homes and businesses.

As warehouses have been swamped by goods, major retailers have added capacity at a breakneck pace. Amazon spent more than $164 million to construct new warehouse space last year, while Lowe’s, the home improvement retailer, spent more than $17 million, according to Reonomy, a commercial real estate data provider.

Warehouses are stuffed to the rafters in the places with the most demand — those near the largest metropolitan areas.

As of late last year, warehouses in the Inland Empire region of Southern California had vacancy rates of less than 1 percent, according to CBRE Group, a commercial real estate services and investment company. Those in northern New Jersey had vacancy rates of only 2.4 percent.

“The basic physics of land scarcity matters quite a bit,” said Chris Caton, managing director of global strategy and analytics at Prologis, a real estate investment trust focused on warehouses. “If you look at Southern California, you look at the greater New York-New Jersey area, there’s just no more land in the most sought-after locations.”

The tightness in warehouses helps explain why American ports remain seized by dysfunction, especially the busiest one, the complex of terminals at Los Angeles and Long Beach. With limited room to stash goods offloaded from inbound vessels, containers have piled up on docks uncollected. That has prompted port overseers to force ships to float offshore for days and even weeks before they can unload.

Over the last three months, container ships unloading goods have remained at American ports for seven days on average, an increase of 4 percent compared with all of 2021 and 21 percent higher than at the start of the pandemic, according to FourKites, a supply chain consultancy based in Chicago.

As ports work through the backlog, they are contending with structural problems — aging and overtaxed infrastructure, a shortage of chassis used to haul containers with trucks, and not enough drivers, even as trucking companies increase pay.

Shipping companies are hobbled by outmoded technology that has limited their ability to anticipate and plan around problems.

The pandemic sparked the problem. The highly intricate and interconnected global supply chain is in upheaval. Much of the crisis can be traced to the outbreak of Covid-19, which triggered an economic slowdown, mass layoffs and a halt to production. Here’s what happened next:



A reduction in shipping. With fewer goods being made and fewer people with paychecks to spend at the start of the pandemic, manufacturers and shipping companies assumed that demand would drop sharply. But that proved to be a mistake, as demand for some items would surge.

Demand for protective gear spiked. In early 2020, the entire planet suddenly needed surgical masks and gowns. Most of these goods were made in China. As Chinese factories ramped up production, cargo vessels began delivering gear around the globe.

Then, a shipping container shortage. Shipping containers piled up in many parts of the world after they were emptied. The result was a shortage of containers in the one country that needed them the most: China, where factories would begin pumping out goods in record volumes

Demand for durable goods increased. The pandemic shifted Americans’ spending from eating out and attending events to office furniture, electronics and kitchen appliances – mostly purchased online. The spending was also encouraged by government stimulus programs.

Strained supply chains. Factory goods swiftly overwhelmed U.S. ports. Swelling orders further outstripped the availability of shipping containers, and the cost of shipping a container from Shanghai to Los Angeles skyrocketed tenfold.

Labor shortages. Businesses across the economy, meanwhile, struggled to hire workers, including the truck drivers needed to haul cargo to warehouses. Even as employers resorted to lifting wages, labor shortages persisted, worsening the scarcity of goods.



Component shortages. Shortages of one thing turned into shortages of others. A dearth of computer chips, for example, forced major automakers to slash production, while even delaying the manufacture of medical devices.

A lasting problem. Businesses and consumers reacted to shortages by ordering earlier and extra, especially ahead of the holidays, but that has placed more strain on the system. These issues are a key factor in rising inflation and are likely to last through 2022 — if not longer.

In a recent survey of over 3,000 chief executives conducted by the consulting firm Alix Partners, fewer than half said they were taking longer-term action to alleviate supply chain challenges, while a majority said they were relying on short-term measures. Regardless of their approach, more than three-fourths of chief executives were skeptical that their plans would prove effective.

The supply chain problems have endured despite much talk that they would prove a largely momentary phenomenon resulting from the pandemic.

In the initial months of the spread of Covid-19 — as markets plunged and American businesses laid off workers — manufacturers slashed orders for a vast array of goods on the assumption that health fears, lockdowns and diminished paychecks would limit demand for their wares.

Using the same logic, computer chip manufacturers cut production. Global shipping companies reduced service.

That calculus proved disastrously wrong.

The pandemic did not eliminate spending so much as shift it around. People stopped going to restaurants, sporting events and amusement parks, while directing their dollars to outfitting their homes for life under lockdown. They added treadmills to their basements, desk chairs to their bedroom offices and video game consoles to their living rooms.

Many of these goods were made in China. And the surge of demand swamped the availability of shipping containers at ports in Asia, delaying transport.

Shipping companies have expanded their fleets, but the impact has been canceled out by the number of vessels marooned off ports.

“A ship that’s queued up is not a ship that’s moving stuff back and forth across the ocean,” Mr. Levy, the Flexport chief economist, said. “It’s a floating warehouse.”

Many economists assumed that after a few months, Americans would exhaust their demand for products, allowing the supply chain to catch up. As vaccines reached the bloodstream and the pandemic loosened its grip on many parts of the world, it was thought that consumers would stop buying stand mixers and return to restaurants.

This shift has yet to happen meaningfully — a seeming testament to the economic impact of Covid-19 variants like Delta and Omicron, which have led many to return to social isolation.

The biggest uncertainty centers on what happens next.

Once a household spends several thousand dollars to outfit an exercise room in the basement, its occupants may not return to their old gym after the pandemic ends. Rather than shell out for a gym membership, they may opt to invest in additional gear at home, adding more weights or an elliptical.

As white-collar professionals begin a third year in their home offices, attending video conferences in sweatpants, how many will jump at the chance to again don business attire? And what does that mean for retailers that sell such clothing?

These are merely some of the variables at play as businesses try to divine the future. The dearth of solid information may dissuade investments — in trucking, in shipping, in warehouses, in technology — that might ease the supply chain upheaval.

“All of these head-scratching puzzles, these are really difficult,” Mr. Levy said. “Everybody is wary of getting caught out.”

Fame Douglas
Nov 20, 2013

by Fluffdaddy

Because some random dude on Twitter thinks so? Isn't this just a joke about how the graph has looked on the way up so far?

Cpt_Obvious
Jun 18, 2007

Someone explain that graph to me because it looks to be saying the exact opposite.

Edit: Oh wait, that's a prediction for next month.

Frequent Handies
Nov 26, 2006

      :yum:

Fame Douglas posted:

Because some random dude on Twitter thinks so? Isn't this just a joke about how the graph has looked on the way up so far?

Reading through the account a bit it would be be because that's the accounts business and it isn't an insignificant bet unless you don't believe them at all.

Fame Douglas
Nov 20, 2013

by Fluffdaddy

Frequent Handies posted:

Reading through the account a bit it would be be because that's the accounts business and it isn't an insignificant bet unless you don't believe them at all.

Yeah, seems to not be meant as a joke. In another reply, that person is saying that prices for used cars have gotten so high there's reduced demand, which makes it likely prices will fall a bit. But who knows.

Cpt_Obvious
Jun 18, 2007

Fame Douglas posted:

Yeah, seems to not be meant as a joke. In another reply, that person is saying that prices for used cars have gotten so high there's reduced demand, which makes it likely prices will fall a bit. But who knows.

I can't imagine demand dropping. Cars are so ubiquitous to American life you can't survive without one. People will just be forced to buy the overpriced garbage if they want to get to work.

Ghost Leviathan
Mar 2, 2017

Exploration is ill-advised.

Cpt_Obvious posted:

I can't imagine demand dropping. Cars are so ubiquitous to American life you can't survive without one. People will just be forced to buy the overpriced garbage if they want to get to work.

Much like with gas prices, it's what I think is called non-elastic demand. You can't ask people to use less fuel on their daily commute.

TyroneGoldstein
Mar 30, 2005

This is one of those funny moments when railfans actually knew about the truth of this like a year ago and watched all the bullshit on the news unfold in real time. It's so strange when my hobby does this. I had actual train dispatchers on live feeds essentially saying that UP was playing a game of chicken with this mess last year.

A Buttery Pastry
Sep 4, 2011

Delicious and Informative!
:3:

Ghost Leviathan posted:

Much like with gas prices, it's what I think is called non-elastic demand. You can't ask people to use less fuel on their daily commute.
More economical driving can save you 10-15%!

Fame Douglas
Nov 20, 2013

by Fluffdaddy

TyroneGoldstein posted:

This is one of those funny moments when railfans actually knew about the truth of this like a year ago and watched all the bullshit on the news unfold in real time. It's so strange when my hobby does this. I had actual train dispatchers on live feeds essentially saying that UP was playing a game of chicken with this mess last year.

US freight railways seem in a suicidal cost cutting race in recent times, it's bizarre to see.

A Buttery Pastry posted:

More economical driving can save you 10-15%!

Also, not driving a pointless huge SUV or truck.

Bar Ran Dun
Jan 22, 2006
Probation
Can't post for 18 hours!

Fame Douglas posted:

US freight railways seem in a suicidal cost cutting race in recent times, it's bizarre to see.

Liability is restricted by the terms of the Bill of Lading for most shippers. Carriers tend not to gaf.

Cpt_Obvious
Jun 18, 2007

Ghost Leviathan posted:

Much like with gas prices, it's what I think is called non-elastic demand. You can't ask people to use less fuel on their daily commute.

It's bananas that something as expensive and difficult to maintain as a vehicle could be considered inelastic. It's incredible that American transport systems have hosed themselves into this corner.

Frequent Handies
Nov 26, 2006

      :yum:

Cpt_Obvious posted:

I can't imagine demand dropping. Cars are so ubiquitous to American life you can't survive without one. People will just be forced to buy the overpriced garbage if they want to get to work.

Or car pool, or make the existing one limp along, or switch jobs - there is a point at which prices rise so high there simply aren't buyers available.

Gucci Loafers
May 20, 2006

Ask yourself, do you really want to talk to pair of really nice gaudy shoes?


Cpt_Obvious posted:

I can't imagine demand dropping. Cars are so ubiquitous to American life you can't survive without one. People will just be forced to buy the overpriced garbage if they want to get to work.

https://twitter.com/GuyDealership/status/1490692058234949632?s=20&t=q_IGRtGFLtYnzmfZrri2lQ

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Fame Douglas
Nov 20, 2013

by Fluffdaddy
Hyping up a 0.9% seasonal decline this much seems a bit absurd.

Also, looking at that earlier graph, this clearly isn't the "first decline in months"

https://twitter.com/SmokeonCars/status/1490686786825302017

Fame Douglas fucked around with this message at 23:38 on Feb 7, 2022

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