One of the reasons a good number of people follow me directly, or shadow following (putting me in private lists or just visiting my page without a Twitter account) is mostly by the big picture, making connections other don’t and creating a sort of foot print of cascade events.
I think I will do a daily or bi-weekly post and by the end of X amount of time, properly connect the dots. Work in progress.
Chip-Delivery Wait Times Grow Again, Signaling Shortages Will Drag On
There is really anything new if you follow my Twitter page for the last 18 months, I’ve warned the shortage would intensify, even if they fix the raw materials angle, which will go scarce for different reasons, they can’t produce fast enough.
And some governments are being willfully misguided either by good intentions or incompetent actors, even if you secure the necessary raw materials, it will take billions of dollars and years to build new chip factories and you will won’t be able to do what they do in Taiwan. Outside the box, unorthodox thinking is needed. Fast.
2022 will be the year of hybrid warfare, among many other titles. A very special year indeed.
Ofgem Seen Asleep at the Wheel in Energy Supplier Crisis
Regulatory bodies are so useless even the perpetrators of fuck ups ask “bro s why you so useless”.
Rising Prices Defy Data and Stoke Anger in Turkey
Pay close attention to the “defy data” articles, you will probably get to read many of these the coming months. Everything will defy math and “data”.
Unsurprisingly NAC is very difficult to obtain