The California Version of The Green New Deal and an October 16, 2020, EPA Settlement With Transportation is What’s Creating The Container Shipping Backlog – Working CA Ports 24/7 Will Not Help, Here’s Why


Posted originally on the conservative tree house on October 14, 2021 | Sundance | 423 Comments

Hundreds of requests for details on the specifics of the container shipping backlog.  So, I spent 3 days calling sources, digging for details and gathering information on the substantive issue at hand.  The epicenter of the problem is not what is being outlined by financial media, corporate media and politicians who have a specific interest in distracting from the issues at hand.  This has nothing to do with COVID-19.

The issues being discussed today relate to events that happened a long time ago.  As a matter of fact, it was so predictable that Amazon, Walmart, UPS, FedEx, Samsung, The Home Depot and Target all had taken actions years ago -long before COVID- because they knew this day would come.  It was not accidental that those companies showed up at the White House to discuss the issue, because there’s now a full court press to hide it.

There is one very specific regional issue driving the problem.  Read on:

The trucking issue with California LA ports, ie the Port of Los Angeles (POLA) and the Port of Long Beach (POLB), is that all semi tractors have to be current with new California emissions standards.  As a consequence, that mean trucks cannot be older than 3 years if they are to pick up or deliver containers at those ports.  This issue wipes out approximately half of the fleet trucks used to move containers in/out of the port.  Operating the port 24/7 will not cure the issue, because all it does is pile up more containers that sit idle as they await a limited number of trucks to pick them up.  THIS is the central issue.

On October 16, 2020, the EPA reached a settlement agreement [DATA HERE] with California Air Resource Board (CARB) to shut down semi tractor rigs that were non-compliant with new California emission standards:

2020 SAN FRANCISCO – “Today, the U.S. Environmental Protection Agency (EPA) announced settlements with three interstate trucking companies imposing $417,000 in penalties for violating the California Air Resources Board’s federally enforceable Truck and Bus Regulation, Drayage Truck Regulation and Transport Refrigeration Unit Regulation.

“As trucks are one of the largest sources of air pollution in California, EPA will continue to ensure these heavy-duty vehicles have the needed pollution-control equipment and operate in compliance with the rules,” said EPA Pacific Southwest Regional Administrator John Busterud. “These companies have agreed to bring their trucks into compliance and operate more cleanly in all communities they serve.”

Transportation is a primary contributor to the high levels of air pollutants in Southern California and the Central Valley. Diesel emissions from trucks are one of the state’s largest sources of fine particle pollution, or soot, which is linked to health issues including asthma, impaired lung development in children, and cardiovascular effects in adults. Many of these trucks are older models and emit high amounts of particulate matter (PM) and nitrogen oxides (NOx).

[…] California Truck and Bus Regulation and Drayage Truck Regulation have been essential parts of the state’s federally enforceable plan to attain cleaner air. California requires trucking companies to upgrade vehicles they own to meet specific NOx and PM performance standards and to verify compliance of vehicles they hire or dispatch. Heavy-duty diesel trucks in California must meet 2010 engine emissions standards or use diesel particulate filters to reduce the diesel particulates emissions into the atmosphere by 85% or more.  (read more)

In effect, what this 2020 determination and settlement created was an inability of half the nation’s truckers from picking up anything from the Port of LA or Port of Long Beach.  Virtually all private owner operator trucks and half of the fleet trucks that are used for moving containers across the nation were shut out.

In an effort to offset the problem, transportation companies started using compliant trucks (low emission) to take the products to the California state line, where they could be transferred to non-compliant trucks who cannot enter California.   However, the scale of the problem creates an immediate bottleneck that builds over time.  It doesn’t matter if the ports start working 24/7, they are only going to end up with even more containers waiting on a limited amount of available trucks.

Yesterday, in an effort to obfuscate and actually hide the epicenter of the issue, the White House put on a performance to provide political cover.  In a grand pantomime, Joe Biden met with the heads of the Ports of Los Angeles and Long Beach (Gene Seroka and Mario Cordero, respectively), and the International Longshore and Warehouse Union (ILWU).

The publicized meeting and White House conference was sold as Biden and Transportation Secretary Pete Buttigieg showing actions they are taking to address delays and congestion across the transportation supply chain in Southern California.

As a result of the meeting, the Port of Los Angeles (POLA) announced that it will join the Port of Long Beach (POLB) in expanding to 24/7 operations. POLA will add new off-peak nighttime shifts and weekend hours, nearly doubling its hours of operation. The ILWU said its members are willing to work those extra shifts to add needed labor capacity.

That publicly promoted action event was a complete political farce.   No amount of extra productivity in working the docks to off-load ships will solve the issue of trucks that cannot pick up the containers and distribute them toward manufacturing or warehouses.

As I noted, the issue started becoming visible several years ago when the California Air Resource Board (CARB) announced the new environmental regulations.  Several massive multinational corporations, with specifically in-tune supply and logistics operations, immediately recognized the issue they would face if 50+ percent of the trucking fleet would be blocked from entering California ports.

Yes, years ago the private sector predicted this would happen, and they started taking actions to protect their supply chains.  What these massive corporations did to reduce their exposure to supply chain disruption was to immediately formulate plans to divert their goods to other ports.   This was a very expensive shift in supply chain and logistic efforts for these massive corporations, which includes: Amazon, Walmart, UPS, FedEx, Samsung, The Home Depot and Target.

A long time before and during the era of the Trump administration, those massive multinational corporations knew they would need to redirect their import cargo quickly to avoid the bottleneck caused by California’s new emission standards.  They began organizing new destination ports for their products and began setting up new hubs and distribution networks to avoid the predictable California port bottlenecks.

Obviously, for politically correct reasons; and in an effort to avoid the woke mob of environmentalist jackboots, the corporations didn’t publicly share any of the issues they could foresee coming – they just worked independently and quietly to avoid the issue.

However, it costs more money to move and entire supply chain for trillions of tons of goods coming.  Hence, we saw prices climbing as a  result of increased transportation costs being factored in to the new logistics.  Did you hear about massive increases in container shipment prices?  Well, THAT’S WHY.  The entire supply chain from Asia to the United States was being modified from the closest port (California) to the ports where internal transportation would not be an issue.

Ships from China and SE Asia being diverted from California into the Gulf of Mexico or East coast have to go through the Panama Canal.  It takes twice as long and costs twice as much, if not more.  Hence, massive shipping price increases:

Unfortunately, small companies and small brokers of import goods do not have the control over their part of the supply chain from Asia to the West Coast.  They don’t contract for entire cargo ships with thousands of containers.  Those wholesalers, brokers and smaller companies that feed raw material and parts supplies to manufacturing and smaller retail outlets are stuck waiting for their containers to get through the trucking issue in California.

The bottleneck at the Ports of Los Angeles and Long Beach run by Gene Seroka and Mario Cordero is not caused by a lack of longshoremen and dock workers to off-load the vessels.  The bottleneck is caused by half of the previous trucks used to enter the ports and pick up containers not being allowed.  Factually, it doesn’t make a tinkers damn worth of difference if the port works 24/7/365.   The ports are simply running out of space.

The ports are running out of places to store containers full of goods that are getting off-loaded.   Hundreds of thousands of them are piling up.  The central issue is the inability of emission compliant heavy transportation in California to move those containers full of goods to manufacturing, warehouses  and distribution points.

This California bottleneck has been building, and building and building for years, until now it has reached a crisis point.

If you want to know how long this has been taking place, take the time to watch this video of a trans-continental shipment belonging to Amazon Inc from China.  As you watch this really good discussion, think about how long Amazon Inc. has known about the problem in order for them to have put such a massive solution into place in order to avoid California.

Yeah, this California emissions issue has been identified for years, and Amazon has been planning to avoid it for years.  WATCH:

Inflation is Hitting Every Sector – Not Transitory


Armstrong Economics Blog/Hyperinflation Re-Posted Oct 13, 2021 by Martin Armstrong

COMMENT: All these increased demands for my product is great, but it comes with quite a wholesale flower prices have also increased significantly making the cost of the arrangements much higher. Wholesale rose prices have jumped 56%. Last year I could buy a pack of 25 roses for $18, where today they cost $28. I have to pass these costs onto my customers, but even with the increased cost people are still buying more flowers this year than the same time last year.

SH

REPLY: Thank you for this info. It is hard to find any industry that is not suffering from a shortage of supply.

Loudoun County, Virginia, School Board Covered Up Student Rape and Had Father of Victim Arrested to Keep Him Quiet, National School Board Association Then Labeled the Father a Domestic Terrorist


Posted originally on the conservative tree house on October 12, 2021 | Sundance | 244 Comments

This horrific story is grotesque and enraging.  A 14 year-old student was raped and sodomized by a teenage sexual predator in Virginia on May 28th. The school never called the police and apparently wanted to keep the incident covered up because the rapist identifies as a transgender student.

The predator used the transgender bathroom policies of the Loudoun County school system to gain access to the girls bathroom, where he raped and sodomized the victim.

When the father Mr. Scott Smith went to confront the school board in June, he was arrested. [CTH Covered the School Board Meeting HERE] The National School Board Association later used the incident of Mr. Smith’s arrest to label the victim’s father as a “domestic terrorist” in their demand letter to the U.S. Department of Justice.

The Virginia police and county prosecutors told Mr. Smith to keep his mouth shut. Meanwhile, the rapist was transferred to another school where he sexually assaulted another teenage girl last week. Only after the second rape did the issue start to become public as the father of the first victim would no longer stay quiet.

The Daily Wire broke the story [HERE, w/ registration wall] and the Daily Mail picked it up:

[Via Daily Mail] – A Virginia father who went viral after being dragged out of a Loudoun County school board meeting and arrested for protesting its proposed transgender policies has now revealed he was trying to tell the room that his daughter had been raped by a boy at school in the girls’ bathroom.

Scott Smith was photographed on June 22 being dragged out of the heated meeting with his torso exposed in Leesburg, Virginia. The 48-year-old plumber was ridiculed on social media afterwards and was painted by the left to be a deranged, right-wing bigot.

But in an interview with The Daily Wire that was published on Monday, he explains that he was trying to stick up for his daughter, who was attacked at Stone Bridge High School on May 28 by a boy ‘wearing in a skirt.’

Smith says the boy took advantage of the school’s trans policies to get into the girls’ bathrooms and assault her.

Two months after the incident, the boy – who has not been named because he is a juvenile – was arrested for forced sodomy.

And in October, he was arrested again on different charges for allegedly assaulting a different girl, at a different school. He is now in a juvenile detention center.

But Smith says Loudoun County schools went out of their way to protect the child – ‘a sexual predator’. The school still has not commented.

‘It has been so hard to keep my mouth shut and wait this out. It has been the most powerless thing I’ve ever been through,’ he said. (read more)

What the hell is going on in Virginia public schools?  Everything about this story is sickening on an unfathomable scale.

The June School Board meeting that Mr. Smith attended was discussing the district transgender policies that led to the rape of his daughter the month before.  If there was anyone who should have been permitted to speak, it should have been Scott Smith….

Tucker Carlson Interviews General Michael Flynn – The Biggest Target of The Fourth Branch of Government


Posted originally on the conservative tree house on October 12, 2021 | Sundance | 91 Comments

General Michael Flynn was interviewed by Tucker Carlson.  [Direct Rumble Link Here] Many CTH readers are well versed in the fraudulent case manufactured by corrupt DOJ and FBI officials against Flynn.  This extensive interview allows Flynn to describe what was happening in his own words.

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General Flynn describes the “security state” that runs government.  However, we have defined it as….

…The Fourth Branch of Government

On June 3, 2020, former Deputy Attorney General Rod Rosenstein appeared before the Senate Judiciary Committee to discuss his role in how Main Justice was operating while Andrew Weissmann’s special counsel was in charge. What he said in that hearing never quite made sense until October 15, 2020.

Those who closely followed the arc of the Weissmann/Mueller investigation; and those who joined us in following that investigation; already knew the SCO was in complete control from May 2017 to April 2019. Everything taking place inside the DOJ in the two years of the Mueller/Weissmann probe was completely and unequivocally controlled by the Weissmann team. Few journalists have ever grasped the ramifications of that control.

That control included every release and non-release of information during their two year tenure. However, Rosenstein’s tone when questioned about the scope memos he authorized during the special counsel time-frame was very odd in that June hearing.

Rosenstein had a very guilty conscience, and it was on full display as he attempted to justify his action. You see, there was always a missing scope memo from October 20, 2017 that no-one in the DOJ ever discussed. The nature of the scope memo was mentioned by Weissmann and Mueller in part of their Russia report; but until October 15, 2020, it was hidden.

Here is the only mention of the October 20, 2017, scope memo prior to October 15, 2020, three years later:

As you can see above, the special counsel’s office used that October 20, 2017, scope memo to expand their investigative authorities.

Specifically, the second redacted name is very important, because this specific memo authorized Andrew Weissmann to target Michael Flynn Jr. as pressure to coerce a guilty plea from Lt. Gen. Michael Flynn a month later.

During his apologetic senate testimony, Rosenstein told congress he never questioned the authority of the special counsel team and never once questioned their “investigative process“.   Those are his words. Additionally, Rosenstein testified he signed all the scope memos because he felt it was his “responsibility” to facilitate the SCO needs regardless of what they requested; and every request was considered an “investigative process” by him.

On October 15, 2020, the mysteriously avoided October 20, 2017, scope memo was finally released to Catherine Herridge from the Senate Homeland Security Committee (Chairman Ron Johnson). Within the scope memo we can now see exactly what reference point Rosenstein was carrying during his June 2020 testimony.

The scope memo was written by the special counsel’s office, and the last page shows the motive and intent of Weissmann’s crew. Notice the tone and direction of the memo, as that aspect also conveys a message; and do not overlook the specific phrase “jointly undertaken activity.” That approach was used by the SCO to target Flynn Jr.:

Notice, Andrew Weissmann gave Rod Rosenstein the option, literally the physical option line, to approve or deny the widely expanded scope of the special counsel authority.

In essence, this approach forced Deputy Attorney General Rod Rosenstein, in material and documentary form, to take ownership of the outcome of the special counsel…. OR create a written documentary form that could be used against Rosenstein (via media allies) if he did not agree to expand the scope and authority of the special counsel.

Yes folks, Weissmann created “an authorized get out of jail free

Considering the amount of praise AG Bill Barr heaped upon Rosenstein; which explains why the DOJ kept this scope memo buried for three years; and considering the implications of this expanded SCO authority that was granted by Rosenstein; this explains his tone during the June 2020 hearing.

BLS Report – 4.3 Million US Workers Voluntarily Quit Their Jobs in August


Posted originally on the conservative tree house on October 12, 2021 | Sundance | 260 Comments

The Bureau of Labor Statistics (BLS) released the job openings and labor report for August today [DATA HERE].  The data shows that 4.3 million U.S. workers voluntarily quit their jobs in the month of August.  This is a significant jump from prior.

The “Quits” section [Table 4 breakdown] shows quits increased in August to 4.3 million (+242,000). The quits rate increased to a series high of 2.9 percent. Quits increased in accommodation and food services (+157,000); wholesale trade (+26,000); and state and local government education (+25,000). Quits decreased in real estate and rental and leasing (-23,000). The number of quits increased in the South and Midwest regions:

While this data is interesting and significant, it is only one data point within the larger U.S. main street economy.  Rather than me extrapolating on this data, I would like to hear your perspective based on your own local feeling about what is going on in your area.

Key points of reference would include:

  • While this is potentially related to vaccine mandates, the time frame in August is before the Biden mandatory vaccination requirement made on September 9th.
  • Housing prices overall (macro level) were/are high.  There is a lot more home equity amid working class families who own homes.  This could translate to a greater ability to change jobs or cash out for  a longer financial plan.
  • Workers in the real estate and leasing segment did not quit.
  • The highest quit rates were in the regions with the lowest cost of living.
  • Inflation is massive

I am interested to read your opinions on what could potentially be the largest contributing factor based on your town, city or neighborhood.

Ignore the financial pundits.  The question is: what do you make of this?

Jennifer Psaki was asked about this quit jump and she was poorly briefed in order to answer the question.  She is clueless.

The Real Deep State


Armstrong Economics Blog/Democracy Crisis Re-Posted Oct 12, 2021 by Martin Armstrong

What Greenwald is talking about is so true, and nobody will ever investigate. When I was in contempt, the FBI set up the girlfriend of a manager at Resorts Casino in Atlantic City. They had his girlfriend “help” a friend who said if she did not deliver drugs they would kill her. She tried to help her friend but the delivery of drugs was to an FBI agent pretending to be a drug dealer. They then threatened her life; she broke down and told her boyfriend, who then stepped in and offered to give them the money they claimed they were owed to leave his girlfriend alone. They arrested him as part of the conspiracy, which was the object. They then told him, which is standard, it would all go away if he agreed to act as an inside informant reporting on everyone who took a pile of cash from the casino or came in with cash. He refused and did his 18 months.

They took me for a little walk outside the courthouse and said I knew everyone, and that was worth a lot to them. In the same words, this can all go away if I agreed to be an informant inside the financial industry. My lawyer warned me they would do that and said I would be like a dog on a leash for the rest of my life. I also refused their offer.

Every drug dealer I did meet when I was in contempt said the same thing. If they had $500,000 in cash that was confiscated, their indictment said a standard 50%. Their court-appointed lawyer then tells them to keep quiet, for more money would mean more time. Cash routinely vanished and it all goes right into the Deep State — the National Security and Department of Justice.

I seriously doubt that any president can defeat the Deep State. It will take the army to rise up to defend the people. The CIA was created in 1947, and they succeeded in ensuring that Trump would lose. The entire COVID response has been supported by the Deep State, which was 72 years from 1947. Even in Canada, the military has used the pandemic to test physiological warfare on its own citizens. These people are drunk on their own power.

This will come to an end, crashing down in the face by 2033. The politicians are not in charge anymore.

FBI Can Take Everything in a Safe Deposit Box


Armstrong Economics Blog/Corruption Re-Posted Oct 12, 2021 by Martin Armstrong

COMMENT: Marty, you really do know what is going on. They raided safe deposit boxes here claiming someone was hiding money. You are right. Do not use safe deposit boxes.

JH

REPLY: Absolutely, no way! People are so stupid. It is like saying I don’t have anything to hide, so why should I care about the NSA recording every phone call? You do not understand. These people in government earn less than those in the private sector and look at all of us as criminals. There is no such thing as innocent until proven guilty. They assume everyone is guilty of something.

I was advising the Gaon family in Geneva. They owned the Noga Hiltons. I was invited to the grand opening of Herald Center at Herald Square, which I was told was one of theirs. When Ferdinand Marcos fled the Philippines with an alleged gold supply, the FBI came to my office and wanted to know where Marcos hid the gold. When I said I did not know and never advised Marcos, they did not believe me. It turned out that the silent partners behind a Geneva operation included Marcos, Quadaffi, and Adnan Khashoggi. Even years later, an FBI agent said to me, we know you don’t cooperate.

You cannot change their mind no matter what. Dealing in Geneva during the ’80s was one giant masquerade party. You never knew who anybody really was.

They will take a phone call saying pick up two pizzas and turn that into a “code word” for even two keys of cocaine. Whatever you say on a phone can always be twisted against you no matter what. You can have cash, pay all your taxes, and put it in a safe deposit box, and they will call it money laundering because it is “hidden” from the government’s view. Read the fine print on a contract for a safe deposit box, and it will clearly state you cannot store cash there. It is now theirs, and all they have to do is claim someone there is hiding something and search all the boxes.

When I die, they will probably say this is the guy who knew where Marcos’ gold was and would never tell.

Airline and Transportation Group, US Freedom Flyers, Speak Out Against COVID-19 Forced Vaccinations


Posted originally on the conservative tree house on October 11, 2021 | Sundance | 216 Comments

A group of transportation workers led by airline pilots speak out about the danger of forced medical procedures represented by the the vaccine mandate.  This video from US Freedom Flyers might help explain the current airline industry issues that have recently been in the news.   From their website:

“We are a group of transportation professionals representing the air, rail, and trucking industries who are spearheading efforts to protect medical health freedom. Our goal is to push back against the US government’s threats of vaccine mandates for private businesses. We know this effort is not simply a matter of employees versus companies, but citizens opposing illegal and tyranical mandates by the US government.” (link)

“US Freedom Flyers is a group of transportation industry employees who have come together to fight federal and state mandates which aim to strip Citizens of their right to medical freedom. Together, in partnership with Health Freedom Defense Fund and The Davillier Law Group, we lead to preserve Informed Consent and defend Constitutional rights.” (read more)

The co-founder of US Freedom Flyers, Joshua Yoder, appeared on Fox News with Tucker Carlson earlier this evening to discuss:

As we previously outlined, this is not about vaccines per se’, this is more about a slippery slope of having the government dictate how you can live your life and earn a living.

If they can force you to have a medical procedure, and then carry documentation of that procedure in order to work… why can’t they force you to get a small electronic implant of your identification, which would coincidentally include your medical authorizations for work?

It’s just a metal detector…. it’s just taking off your shoes… it’s just wearing a mask…. it’s just a vaccination….. it’s just a COVID passport… it’s always, “just”.

Factually I do not believe a federal mandate for a vaccine is even possible or legal. It appears to me that all of Biden’s threats in this regard are simply that, threats.

The purpose of the threat is to push people to take the vaccine without actually attempting a legal federal mandate; and that approach so far has been successful.  However, now they are going to encounter the more hard-core groups who will not concede liberty or freedom to a federal mandate.

It is obvious Anthony Fauci also knows a federal mandate will lose in court when challenged.  The fact that Fauci brings up state vaccination requirements for education, as examples of historically forced vaccinations is both a strawman argument and structurally false.  There has never been a FEDERAL mandate for any vaccination.  All the vaccinations Fauci discusses (ex. his kids) were state mandates.  Each state also has a different set of standards and laws for children and vaccines.  There is nothing federal.

The federal government is attempting to set up a federal work authorization standard for private businesses.  Non compliance means you cannot work, or you lose your existing job if your employer goes along with the government demand. THAT alone should alarm everyone.

Stew Peters Interviews LA Port Worker To Get Ground Report on Cargo Ship Backlog


Posted originally on the conservative tree house on October 11, 2021 | Sundance | 320 Comments

An anonymous worker from the West Coast Port of Los Angeles came forward on “The Stew Peters Show” to discuss the claimed issues around the cargo ship backlogs.  {Direct Rumble Link} As the port worker noted, based on his 18-years working there, there is no supply disruption on the unloading end of the supply chain; though they are a little backed-up, but the port is offloading at a high capacity.

The interview is interesting because the ground report contradicts the popular narrative about COVID impacts on the current supply chain.  There are ample goods flowing into the supply chain from the ports, yet there are claims of shortages at the warehouse and distribution level. WATCH

Stew Peters accurately reminds his audience that no nation generates and exports as much raw material foodstuff as the United States.   This is a key point seemingly overlooked by most media.  The U.S. exports around $73 billion in food products annually. The next closest food export nation Germany isn’t even close at $34 billion.

In very general terms, about one-third of U.S. food exports are North/Central America (Canada, Mexico, etc) exports; approximately one-third go west (Asia) and about one-third go east (Europe).   There have been no reported issues with those shipments departing the U.S.

However, one point worth noting, by the LA dock worker, is the influence of predictive orders or automated-purchases based on historic norms and patterns.  I think that overheard note by the worker was somewhat misconstrued, and a correct interpretation could explain part of the backlog of container vessels offshore.

It is technically correct that large multinational importers use AI (artificial intelligence) to predict orders.  However, it’s not something weird or as complex as it sounds.  As supply chains have optimized computer assisted ordering has become the norm, you might have heard it referenced as ‘automated replenishment’.

Essentially, decades of manufacturer, retail or consumer scan data for all kinds of goods create a historic reference point for inventory needs.  Large retailers use automated ordering to restock their warehouses with raw materials, interim assembly products (parts), and also finished goods.  Prior sales data helps to determine or predict future ordering needs.

The advent of technology tracking has thinned the supply chain to a process of ‘just-in-time’ replenishment.  This is JIT inventory management and now how most companies operate.  The goal for Just In Time (JIT) inventory is for the new stuff to arrive just as the last of the old stuff is distributed or sold.  This means you don’t have to carry excess inventory or tie up money in material waiting for consumer sales or manufacturing use.

AI automated purchasing is just a larger scale version of JIT.  People involved in the supply chains and logistics simply facilitate and tweek the arrival/departure times by coordinating with suppliers and distribution on a frequency schedule.  You watch the supply chain and make requests for slight modifications as you take daily use or sales information into account.

It’s not totally or fully automated; it’s more akin to computer assisted depending on the type of product being managed.   However, it does become more automated every year, and there are less and less people who remember the olden ways of making predictive purchases/orders with human brain power instead of computer assistance.

That said…..  Think about the economy suddenly grinding to a halt.  Which, we will remind people, CTH said happened quietly at the end of May of this year.

April and May of this year was when the first batch of stunningly fast inflation prices on food, energy and gasoline hit the checkbook of working-class Americans like a thundershock.  At the end of May and beginning of June the data was clear.  We were seeing our first double digit inflation months in recent memory.

So, think about the impact of that massive first round of Biden inflation hitting the wages of 70% of American workers all at once.  Spending priorities immediately change.  Disposable income immediately shrinks.  Consumer purchasing patterns immediately shift.

The consumer impact is sudden.  However, the supply chain impact is more akin to slowing down a freight train with thousands of boxcars.  It takes time.

What I would say, based on my experience in overlay with the conversation with the dock worker (Stew Peter interview), is that many of those off shore container vessels are full of goods that have already slowed at the consumption end.  People have stopped buying some stuff, some types of goods, and those ships are carrying cargo that is no longer needed within the supply chain…. at least not at the rate within the automated replenishment system.

Part of the reason for the excessive container ships could simply be a reflection of a U.S. economy that has slowed so drastically that inbound durable goods are not needed by those on the destination side.  As a consequence, there’s no rush for the importing corporation to take immediate control of the inventory.

This outlook would also explain why the worker was saying some of the delivery containers are just being stored full of goods without being distributed; and why the executives within the LA port were leasing additional storage space to house containers that were in no hurry to get picked up.

Back when import wholesalers were more important because they distributed to a larger population of smaller retailers, when this type of a scenario unfolded the importers then begin prioritizing durable good cargo that was needed more urgently, and they delayed the off-loading of durable good cargo that was less urgent.   In modern days, there are less ‘wholesalers’ because small retailers have been replaced by massive multinational corporations and giant box stores.  Those big corporations have their own in-house purchasing, supply chain and inventory management specialists.

[Note: Perishable cargo and fuel oil always get a priority offload regardless when they arrive in the port system.]

I can make a few calls and trace this down, but I suspect that’s essentially what is driving a significant portion of this backlog of cargo container ships that are not in a hurry to offload.  Keep in mind, with Joe Biden inflation going bananas, that durable good inventory is going up in value even as it sits there idle.  So unlike times when purchasing agents desperately need to turn the merchandise to get their profit, an increasing static inventory valuation simply becomes another reason for a multinational to be okay with any port delay.

If my suspicions are correct, that also means the U.S. economy is in much worse shape than financial media are reporting… another reason for the media to avoid telling the story of cargo vessels and instead deflect the story to imaginary COVID-19 supply chain disruptions.  So there’s that.

Go figure, Kamala Harris Hired Child Actors For Rebranding Effort That Failed


Posted originally on the conservative tree house on October 11, 2021 | Sundance | 214 Comments

The Washington Examiner dug a little deeper into the background of the Kamala Harris cringe video.  Apparently, team Harris hired child actors to help create the illusion for her rebranding effort.   There are many details in the report that represent just how artificial and fake the Biden administration is.

WASHINGTON – […] Trevor Bernardino, a 13-year-old actor from Carmel, California, and one of five teenagers featured in the video, was asked to submit a monologue discussing something he is passionate about and three questions for a world leader, according to an interview with KSBW TV. Trevor then interviewed with the production director. “And then after that, like a week later, my agent called me, and he’s like, ‘Hey Trevor, you booked it,’” Trevor said. 

Bernardino was joined by Derrick Brooks II, another child actor , Emily Kim, likewise a child actor , Zhoriel Tapo, a child actor and aspiring journalist who has interviewed former first lady Michelle Obama , and Sydney Schmooke.

[…] “I am so so so excited this project is out!” wrote Emily Keller, a YouTube executive overseeing progressive civics content partnerships, according to her LinkedIn . She was the Democratic National Committee’s social media director until June.

[…]  Last month, the vice president’s office hired two messaging gurus to help finesse her communications efforts. One of Harris’s new advisers, Lorraine Voles, has a portfolio including “crisis management” and “marketing and rebranding.”  (read more)

A fake stage set for Joe Biden to pretend he’s giving discussions from the White House.  A group of kids hired by the White House to play the role of kids for a Kamala Harris propaganda effort.  Well, it doesn’t take a rocket scientist to see just how fake this entire effort is as constructed.