What could Elon cut? VA is at top of list for size.

Approaching half a million employees, Veteran Affairs may be at the top of the chopping block for government cuts. However, VA median compensation is third from the bottom in the chart prepared by the WSJ.

Source: WSJ 

Canyon Ultimate 2022 Headset Bearings from Acros

Gouge of lower bearing outer race seat

Rough texture of lower bearing seat - legacy of carbon fibre?

 

Lower is the taller of the 2 at 6mm (vs 5.5mm for the upper bearing)

Original left, replacements right, direct from Acros ~62 Euro

China Stealth Fighter - J35A. F35 Similarities.

• The J35A has wing chamfers on trailing edge corners
• Angled Intakes like F35
• 2 WS-19 Engines -- F35 has one engine from Pratt and Whitney

CNSPhoto/Reuters

F35

Yang Li Standup

https://www.youtube.com/watch?v=QRpCIBwSM8U&ab_channel=%E4%B8%80%E8%B5%B7%E7%9C%8B%E7%BB%BC%E8%89%BA

Yang Li - Stand Up Comedian

Vale to invest in Oman

 In late October, Ferrous Miner Vale announced this partnership with Jinnan Steel to invest in Oman.

• https://www.vale.com/w/vale-and-jinnan-steel-and-iron-group-annouce-investment-in-iron-ore-concentration-plant-in-oman/-/categories/1968809
• Jinnan Steel will operate the plant and is slated to invest USD $400M

SOHAR site in Oman

Oman and the Gulf of Oman

In other news, VBM - Vale Base Metals CEO Shaun Usmar was present on the Vale 3Q Earnings Call to speak about diversification in Vale's "Mineral Endowment", which he repeated stated was surprisingly good.

• https://vale.com/w/vale-base-metals-appoints-shaun-usmar-as-new-chief-executive-officer-1
• https://www.bloomberg.com/news/articles/2024-07-03/vale-picks-mining-veteran-usmar-to-lead-base-metals-turnaround

Hobie 20 Trapeze Adjusters - Image

 

Retrieval Bungie to top "Dog-Bone Ring"

Cam Cleat Underside showing Springs

日本郵船 NYK 9101 NPNYY

• Collaborators
• Via ONE (see Competitors) 38/31/31 (NYK largest holder)
• https://jp.one-line.com/ja
• Competitors 競争相手
• 商船三井　橋本社長　面接
• 川崎汽船
• ポイント
• US Election and "Soft Landing"
• Chinese Economy - drives Containers and Dry Bulk
• Red Sea Avoidance due to wars in Yemen, Gaza
• Peak rates in July of each year vs. Spot Rate Reduction
• Good YouTuber https://www.youtube.com/watch?v=d8D3bqJ3WKU&ab_channel=%E3%83%93%E3%82%B8%E3%83%81%E3%83%A3%E3%83%B3%E7%B5%8C%E6%B8%88%E3%82%84%E6%A0%AA

Avoid Red Sea, takes more time

Transition from Corona Container Rates

１円の円安

https://www.youtube.com/watch?v=f5KJOeVY9LE&ab_channel=%E6%97%A5%E6%9C%AC%E9%83%B5%E8%88%B9%E5%BA%83%E5%A0%B1%E3%82%B0%E3%83%AB%E3%83%BC%E3%83%97_NYKLineOfficial

Cash Flow (1億は10の8乗円）

https://finance.yahoo.co.jp/quote/9101.T?term=1w

 社長　

Doesn't bode well for VALE (Iron Ore Projected Shipments Down)

https://www.drewry.co.uk/supply-chain-advisors/supply-chain-expertise/world-container-index-assessed-by-drewry

https://www.nyk.com/english/news/2023/20230710_02.html

https://www.nyk.com/english/news/2024/20241031_02.html