At ChainLink Research, we, like the
rest of you, were deeply shocked and sadden by the sudden
disaster of the Tsunami, the continued violence in Darfur,
as well as the turbulent weather in the US. But
obviously there is no comparison, though each loss of life
and the creation of new orphans is truly a disaster for each
human on our planet. In spite of the challenges in the US,
we are still a truly wealthy nation. We must not forget those
most desperately in need, or which organizations live
to serve the neediest. Not just now, but ongoing.
The challenge for us here is how
to help. Aidmatrix is
another organization that will pass all the funds onto the
needed victims. In addition, it is heart warming to see former
Presidents Clinton and Bush unite in helping to support the
efforts—which will continue beyond whatever press coverage
will be dedicated on
an ongoing basis—or not.
So, we decided, since we have a huge distribution
list, we would dedicate part of this issue to support the Tsunami
and Darfur victims. Supply Chain people know better than anyone
about the challenges associated
with getting people and supplies into devastated areas.
The Economy Again?
Last month I wrote a feature on the economy
Midwinter’s Nightmare), for which I received some
very ardent emails.
Since publishing Parallax View, I have been accused of being
ultra right wing, ultra left and some other categories. We
must be getting to some hearts and minds, since we get many
letters on Supply Chain; and in the time we have begun (just
shy of two years), we have reached about eighty thousand subscribers.
Let us hear from you!
Although one letter accused us of faulty thinking,
I can’t let this topic go, since I keep seeing these
headlines in so many prestigious business journals:
Trade Gap Balloons to $60.29 Billion …from
the Wall Street Journal WASHINGTON -- The U.S. trade deficit
roared to yet another record, hitting $60.29 billion in November
amid strong demand for imported petroleum and consumer
goods. The news pushed the dollar down sharply on foreign-exchange markets,
with the U.S. currency slipping a cent versus the euro, and falling to its
lowest level versus the Japanese yen in more than a month.
Today's release ... continues to confound the 'experts' who have constantly
predicted that a weaker dollar would be the cure for America's exploding trade
imbalance," said Peter Schiff, president of Euro Pacific Capital Inc.
in Newport Beach, Calif. "If anything, the statistical record is showing
an inverse relationship between the dollar and the deficit: The more the dollar
falls, the higher the deficit goes."
The ballooning trade gap underscored an underlying phenomenon in the U.S. economy,
as Americans continued to consume more than they were able to produce.”
Again, paying down the debt might be a good
idea vs. buying cheap consumer goods! Our government is merely
a reflection of our own approach to money!
in the spending habits of Americans is our over dependencies
(and therefore huge expenditures) of energy. The Rocky Mountain
Institute has published a significant study on how we can Win
at the Oil Endgame. We are missing out here in the policy
game, with energy policy being so critical to national security,
economics and environmental sustainment.
Moving on from here, we have some great articles
this month. This New Year we are thinking
forward and backward,
as well as about supply chain strategies and successes – in
particular, the past (remember APS) and the future (third paradigm)
of planning systems. There is still so much for companies to
do in their supply chains!
We also continue to reach a bit outward beyond
our borders, this time to Peru.
We will continue to literally explore the world, as we at ChainLink
Research spread our wings on a global basis, with first hand
accounts of the way the rest of the world lives…
Welcome to 2005! My sincerest hopes for a prosperous year for all!
©2005 ChainLink Research, Inc.