One Thing Government Does Right

Today was a long day. We finally had a couple of funerals that were delayed by the Chinese commie crud. One was for my wife’s grandfather who made it to the ripe old age of 95 and the second was for one of his sons, who lived to his early seventies.

The service for both of them was at Camp Butler National Cemetery. While there was a lot of paperwork involved, the services went off very well. Camp Butler is extremely well maintained.

Grandpa was in WW2 in India (I hope to someday offer his letters back home on this blog), and his son was in Korea. Both were cremated a few months ago. The government allows free plots for their ashes since they were vets, along with space for spouses later to join them. Also present today were two fine men from the DoD. From the uniforms they appeared to be active Army. They gave salutes to grandma (the son had no wife) and also presented the flags to her after folding them. After the services, one of them stood watch until the last of the guests drove away.

Some locals from the Sangamon County Veterans were there. These gentlemen were volunteers and show up at Camp Butler for military funerals. They gave the gun salute (three shots from three rifles, after which they presented the shells to grandma) and had a man play taps. They also did a very short ceremony before the preacher did his deal. After they were done, these gentlemen beat feet quickly, and I wasn’t able to give them the tip – I will make a charitable donation to them later this week. It was very nice.

As I mentioned previously, there was ample paperwork involved to get all of this arranged with the department of Veterans Affairs, but it did get done, and in a nice and proper way.

The Shockingly Low Cost of Learning a Language

Right before the dawn of the Chinese commie covidian era I made a life decision. In late 2019 I decided to rid myself of any and all clutter, and get really good at a few things, rather than being super average at a lot. I just had too many hobbies and too many time sucks. I decided to jettison the banjo and gave that to my daughter. Also shot into space was my anti-library – I decided to either read it, or get rid of it. I had a few other small time hobbies that I got out of. So what was left was for me was to keep my regimen of physical fitness, work, and to learn French. When I say “learn French”, I want to be fluent.

I took some French in high school and college, and after many years found an interest in it again. I downloaded an app or two to my phone, but that quickly got boring. After picking around with different things online, I decided on a much more traditional way to learn the language – start from square one, and go back to school, specifically adult continuing education. I know how to work, and learning a language is work, no matter what the ads you hear that say “ten minutes a day” want you to believe.

After thinking about it, structured book learning and progression is the best way for me, and the schedule that I have. And adult continuing education isn’t graded or have a high pressure environment. All of the people in the class are taking it for enjoyment or professional reasons, and are, well, adults.

I am fortunate to live in a town where there is a big assed university, so I hit the UW Madison website and they did indeed offer French in their adult continuing education offering. So I signed up for French 1, wanting a full review of things I already knew. The course was under $200 for 12 weeks of assignments and 1.5 hours per week of in person class. That’s quite a value. The assignments are a mixture of cultural things, grammar, video, audio, etc. All of this is hosted on the UW website. Towards the end of French 1 we got booted from the buildings because of the commie crud, but we finished with Zoom. I have to admit that it was sort of fun going back to school, walking on campus, and getting back to an institution of higher learning even though it was just basically “night school”. I hadn’t been to a structured class since 1990 and my days at U of I in Champaign.

French 2 was done on all zoom, and I am now nearing the end of French 3, same thing. Each class was about the same price and the classes are very well run and extremely enriching. Already I am certain that if you dropped me in the middle of France and I had to get along, I could. I am well on my way to being fluent. My original plan was to be fluent in five years, but I think I can do it in three at my current pace.

I will have to re-take French 3 as that level is exponentially tougher – it takes a little longer to progress to French 4, which are basically fluent persons who are brushing up or moving into the finer points of the language.

In addition to this I hired a French teacher for some private lessons. We just log onto Zoom and talk for an hour at a time and she corrects my grammar and pronunciation. Invaluable. $50/hour. I bought ten lessons.

I have also supplemented with some online items from the Coffee Break series. Coffee Break offers full blown courses and short weekly passages that test listening and comprehension skills. Again, minimal cost.

I think that all of this would have been possible in the past, but harder to do. Zoom didn’t exist just a decade ago, so you would have to lose the time to travel for a face to face lesson if you were doing privates. While the in person classes would have been the same, the amount of video and audio resources available for free online are innumerable, and the ones in our class would have been much harder to distribute, versus just going to the UW website and downloading everything.

With the numerous choices online I had to pick a certain strategy and avoid the noise. The competition is intense for this market.

I got a mass market email today advertising an Air B and B like service in France (when it opens up). You can stay at someone’s house in France for a week who will speak French to you and take you around town and cook two meals a day for you. For $1500 a week. That is incredible and will be my next phase when I can do it.

I don’t really have a point to the post outside of showing that to further yourself, all you need is desire and a little money (and not even that much money). Which certainly brings into question how a college can charge what they do to teach what they teach.

Random Observations From the World of Industrial Distribution

Things got kooky in my world last year, and they continue to be, well, interesting (I guess that is one word you could use – this is a family blog after all) this year. A few random notes for those who may be interested. For those who may not know, I own an HVAC distributor, which is a subset of industrial distribution.

We recently received an increase of 15% in sheet metal fittings. The manufacturer just announced that due to continued pressure on steel, there will be another 15-20% increase coming in 60 days.

This news about sheet metal fittings dovetails into some interesting news I have been hearing about new construction. Lumber and other materials are skyrocketing so fast that builders are going back to people who are building houses and redrawing up contracts and demanding more money. Banks aren’t appreciative. It’s ugly.

Cans are in short supply. We sell a boatload of aerosol based cleaners for everything from commercial cooking equipment to air conditioners to refrigeration coils – I have heard that there are problems in aluminum, and cans themselves as the sanitization industry is taking up much of the can consumption for cleaners and germicides.

One of the major HVAC equipment manufacturers that we represent announced a mid year price increase. I can only remember one other time this happened. It is rumored to be in the 8% range.

An ice machine manufacturer just announced a 10% price increase, then another 20% on top of that one month later.

There is a force majeure on one of the components that is used to make foam in a can – I think this is from the damage in Texas that was caused by the cold snap but I am not sure. This affects a lot of markets. I have heard that a refrigerator manufacturer is getting ready to idle production because they can’t get foam.

Industrial distribution is on allocation for PVC pipe and fittings.

Shipping woes worldwide continue. The Suez Canal thing didn’t help. Shipping costs are triple what they were last year.

I am getting daily bulletins from all of our vendors with these types of things. With copper, steel, plastics, silver and chemicals all having problems right now and at record prices, it is going to be another interesting year, to say the least.

The Suez Canal and Industrial Distribution

As you all probably know, there is a ship stuck in the Suez Canal, which is blocking transit. You may not think this directly affects you, but it will. It’s just a matter of time.

I own an HVAC distributor, and HVAC is a subset of industrial distribution. Most manufacturers are still reeling from last year’s Covid issues. Commodities like copper, steel, aluminum and sliver were already spiking in price before this latest logistics issue.

I spoke with one of my major component suppliers this week. The cost of a container from Asia to the US was $5k last year. This year it is $15k. And there simply aren’t enough to go around.

While the Suez blockage doesn’t directly affect this trade route, it does affect the overall global logistical issues – and wreaks havoc on just in time producers.

I have one manufacturer of HVAC equipment that suspended all new orders a few months ago as they grapple with staffing issues.

When you combine all of this, I don’t think that there is any question that there will be finished good shortages again this Summer. First affected will be stuff made “over there”. We are already seeing shortages on things like ductless mini split systems because of the continuing port slowdowns on the west coast of the USA. It isn’t even Summer yet.

Here is where it affects you. The guys who have the stuff will win. Hands down. I made an enormous inventory investment this Winter and Spring, placing orders far in advance of what I normally would. I’m not going to let that investment go to waste – and I’m not spending basically every waking hour getting stuff in my barns to help my contractors get their jobs done for nothing. If I’m the only guy who has it (and trust me, on some things, I will be) – the price just went up. It’s nothing personal, just business.

Believe me when I say that I wish my life were easier and yours cheaper, but I won’t be alone in this. If you end up with an issue with anything from car parts to electrical to something as simple as a washer breaking down, you will be paying more in the very near future.

Sorry.

ChicagoBoyz Waiting Room Series: 32