August

Phantasmal

Phantasmal

Administrator
Staff member
The economy we are walking through this week was bought before the war—the gas, the groceries, the shipping containers, the labor contracts, all of it loaded onto trucks and tankers and warehouses when the world was a different world.
We are running an economy this week on the country we were in February. The shelves still look mostly normal. The shipping bays still seem mostly full. The cargo still appears mostly on time where it is supposed to appear. None of this is the world we are actually living in. We are spending down the last inventory of the country we used to have and we are spending it down on a clock.

substack.com

This Isn't a Recession. It's Worse.

The cushion runs out in August. The CEOs already know. Here's what is actually happening to the American economy — and the question no politician has yet had the nerve to ask.
substack.com substack.com

Bessent and the rest of them are gaslighting Americans. They know what’s coming if they don’t open the Strait.
 
Phantasmal said:
The economy we are walking through this week was bought before the war—the gas, the groceries, the shipping containers, the labor contracts, all of it loaded onto trucks and tankers and warehouses when the world was a different world.
We are running an economy this week on the country we were in February. The shelves still look mostly normal. The shipping bays still seem mostly full. The cargo still appears mostly on time where it is supposed to appear. None of this is the world we are actually living in. We are spending down the last inventory of the country we used to have and we are spending it down on a clock.

substack.com

This Isn't a Recession. It's Worse.

The cushion runs out in August. The CEOs already know. Here's what is actually happening to the American economy — and the question no politician has yet had the nerve to ask.
substack.com substack.com

Bessent and the rest of them are gaslighting Americans. They know what’s coming if they don’t open the Strait.
Click to expand...


Plausible as a vivid, partial description — but not strictly accurate as a universal, literal claim.

Why it’s plausible

  • Many goods in short supply chains reflect prior orders and inventories, so immediately after a shock you often “run on” pre‑existing stock.
  • Shipping, logistics, and labor contracts are arranged in advance, so disruptions can show with a lag.
  • That lag can make the retail picture look “normal” for a time even as underlying supply/demand balances shift.
Why it isn’t fully accurate

  • It treats the economy as homogeneous; different sectors and goods run down inventories at very different rates. Perishables, semiconductors, and fuel behave very differently from long‑shelf consumer goods.
  • Some parts of the economy respond immediately (spot fuel markets, airfreight), while others reflect long lead times (machinery, contracted shipping).
  • Policy responses, relaunched production, rerouted trade, and inventory replenishment can change the trajectory quickly — it’s not a simple one‑way countdown in all cases.
  • The statement is rhetorical: it compresses complex dynamics into a single “clock” metaphor that can overstate certainty.
Concrete checks to test the claim

  • Inventory-to-sales ratios and sectoral inventory data (retail, manufacturing).
  • Port throughput, container dwell times, and global shipping indices.
  • Spot vs. futures prices for critical commodities (fuel, grain, metals).
  • Employment/contract changes in logistics and manufacturing.
  • Price and availability indicators (CPI categories, out‑of‑stock reports).
Bottom line: useful as a dramatic metaphor about short‑term dependence on pre‑existing inventories, but don’t treat it as a precise empirical statement without checking sectoral inventory and supply‑chain data.
 
Phantasmal said:
The economy we are walking through this week was bought before the war—the gas, the groceries, the shipping containers, the labor contracts, all of it loaded onto trucks and tankers and warehouses when the world was a different world.
We are running an economy this week on the country we were in February. The shelves still look mostly normal. The shipping bays still seem mostly full. The cargo still appears mostly on time where it is supposed to appear. None of this is the world we are actually living in. We are spending down the last inventory of the country we used to have and we are spending it down on a clock.

substack.com

This Isn't a Recession. It's Worse.

The cushion runs out in August. The CEOs already know. Here's what is actually happening to the American economy — and the question no politician has yet had the nerve to ask.
substack.com substack.com

Bessent and the rest of them are gaslighting Americans. They know what’s coming if they don’t open the Strait.
Click to expand...
And if they don't, they'll just try to blame Biden and Obama for the disaster they created. The reason trump is attacking voting locations is he's looking for a way to cheat. trump and his thugs know cheating is their only hope. Also, if trump wants to pull another coup attempt, it's going to be much harder to stop him - he can just turn his ICE thugs loose on the public or just tell the Capitol police just not to show up.
 
LurchAddams said:
And if they don't, they'll just try to blame Biden and Obama for the disaster they created. The reason trump is attacking voting locations is he's looking for a way to cheat. trump and his thugs know cheating is their only hope. Also, if trump wants to pull another coup attempt, it's going to be much harder to stop him - he can just turn his ICE thugs loose on the public or just tell the Capitol police just not to show up.
Click to expand...


Fanciful partisan speculation.
 
LurchAddams said:
And if they don't, they'll just try to blame Biden and Obama for the disaster they created. The reason trump is attacking voting locations is he's looking for a way to cheat. trump and his thugs know cheating is their only hope. Also, if trump wants to pull another coup attempt, it's going to be much harder to stop him - he can just turn his ICE thugs loose on the public or just tell the Capitol police just not to show up.
Click to expand...
We already have it RIGGED lunkhead,....no way for you to win. Furthermore, there isn't a damn thing you can do about it. You see lunkhead,....its not about WHO votes or HOW MANY vote,...Its about WHO counts the votes and HOW they get counted. ;) :ROFLMAO:

:cheers::evilnod:
 
Stone said:
We already have it RIGGED lunkhead,....no way for you to win. Furthermore, there isn't a damn thing you can do about it. You see lunkhead,....its not about WHO votes or HOW MANY vote,...Its about WHO counts the votes and HOW they get counted. ;) :ROFLMAO:

:cheers::evilnod:
Click to expand...
And just where are you going to get more uneducated pasty faces,they dying off faster than spawn.

Fertility rates in Europe and North America are plummeting below the replacement threshold (2.1 children per woman)

fsspx.news

2026: The Demographic Shift Is Confirmed

2026 : le basculement démographique se confirme
fsspx.news fsspx.news
 
Stone said:
We already have it RIGGED lunkhead,....no way for you to win. Furthermore, there isn't a damn thing you can do about it. You see lunkhead,....its not about WHO votes or HOW MANY vote,...Its about WHO counts the votes and HOW they get counted. ;) :ROFLMAO:
Click to expand...
Lunkhead? Have you been consulting a thesaurus from the 1920's lard ass?

Next will you be offering me a ride in your dad's jalopy?
 
Guno צְבִי said:
And just where are you going to get more uneducated pasty faces,they dying off faster than spawn.

Fertility rates in Europe and North America are plummeting below the replacement threshold (2.1 children per woman)

fsspx.news

2026: The Demographic Shift Is Confirmed

2026 : le basculement démographique se confirme
fsspx.news fsspx.news
Click to expand...
These projections raise questions regarding the long-term viability of Western Christianity, a force that once permeated the known world. Can a society that fails to reproduce itself biologically survive religiously and culturally? Proponents of the culture of death would do well to remember that the world of tomorrow is shaped not from the grave, but from the cradle. :lolup:
 
Phantasmal said:
The economy we are walking through this week was bought before the war—the gas, the groceries, the shipping containers, the labor contracts, all of it loaded onto trucks and tankers and warehouses when the world was a different world.
We are running an economy this week on the country we were in February. The shelves still look mostly normal. The shipping bays still seem mostly full. The cargo still appears mostly on time where it is supposed to appear. None of this is the world we are actually living in. We are spending down the last inventory of the country we used to have and we are spending it down on a clock.

substack.com

This Isn't a Recession. It's Worse.

The cushion runs out in August. The CEOs already know. Here's what is actually happening to the American economy — and the question no politician has yet had the nerve to ask.
substack.com substack.com

Bessent and the rest of them are gaslighting Americans. They know what’s coming if they don’t open the Strait.
Click to expand...
That is a terrifying read.
 
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