Christmas Logistics, Panda Punching USCC Report, Arbitrage Banking, & the Benefits of Trade

Monday, November 26, 2007 1:35
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Everybody is happy in Christmas days except logistics guy in the retail
Let the games begin. the 2007 Christmas shopping season in the U.S. has officially started, and if there is something I have learned this year through the product recalls it is that the average consumer is completely disconnected from just what is behind the retail shelves… so that is why this article is so interesting. We have heard from manufacturers, buyer, and government agencies about the complexities of bringing goods to market… but the shippers have not had their say until now

Panda Punchers – #2
Stan has lived up to his commitment and brought us a second round of Panda Punchers. this week, he has chosen to focus on a single report as the target of his ire…and interestingly enough, it is the recent USCC report (you may remember my tear on Kerri Houston, a commissioner for the USCC). The report is more a list of political hot topics that lacks depth and is full of back handed complements for China’s amazing growth and progress.

China’s currency black market
following the news this last week that the banks were tightening credit, I found this article really interesting as it sows that where there is a will there is a way. Following the theme of Back Alley Banking, there is no lack of bank creativity in China, and for those who are able to create the restructure (and willing to risk there lives), there are some interesting business models that come online to essentially arbitrage the void where regulations impede

Importers, Exporters and Multinationals: A Portrait of Firms in the U.S. that Trade Goods
Very interesting report (60 pages), that is a not a recent release, but I think does a great job of taking “globalization”, breaking down the actors, the benefits of trade, and how globalization requires a new mindset.

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