May 6, 2025

Brace For Impact

There's this thing they teach in Econ 101 (and any given Marketing Seminar) called elasticity.

Trump's tariffs are in effect, and the last un-tariffed cargo ship we're expecting from China sailed a week or two ago.

It takes 2 or 3 or 4 or 5 weeks for the goods to sail o'er the bounding main, and then another week or more to get the stuff from the ports to the local Walmart.

So we can expect interruptions and delays and shortages and higher prices beginning in a month or so.

But one other thing about elasticity: even if Trump manages to get his head out of his ass long enough to think up some bullshit story about how he won The Great Patriotic Trade War, shit doesn't just suddenly get put right, and we're back to normal overnight.

First, other countries in the world - some we call "friend" - have been itchin' for a chance to fuck us over for a very long time. New trade deals that exclude the US are being worked out right now, and there's more than a fair probability that the rest of the world takes this opportunity to hedge their bets and not "get back to normal" - not when the US can so easily become unreliable.

Second, Capitalism leans pretty heavily on the notion of "scarcity" to keep their prices high in order to maximize shareholder value. There's a whole big bunch of companies creaming their jeans over the prospect of milking this problem for every nickel they can squeeze out of it, and plenty of them will never go "back to normal" because they're learning that lots of us will just sit here and take it. So don't expect prices to go back down once this shit is over - because they're going to find a way to keep us hangin' for as long as they can.


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