From what I’m reading, the troubles should start to pick up now; harbors being quieter, truckers not having work, … Are any shortages noticeable yet?
ETA:
Source: https://paulkrugman.substack.com/p/trump-is-a-virus
Businesses have been filling their inventories. That’s ending now. Economic pain in terms of job losses should accelerate now. It will still take up to a few weeks before inventories run empty, and the full impact hits consumers. Even a full reversal of Trumpism couldn’t prevent knock-on effects that last into next year.
There will be no drama, as it happened with eggs some weeks ago. I don’t mean it will not be a problem for someone, but media will inflate how people will be affected or not be affected
The question is, is this just confident distancing from the overhype and fear-mongering, or is this a head-in-the-sand approach to a severe calamity? Can we know before it actually hits?
Would you rather over-plan for it, or under-plan?
Distancing but no head-in-the-sand: again, there will be problems and if I could change some investment or stock something to help me in the near future, I’d do, but I think it will have marginal impact on me. The most impacted will be people not having the chance to plan anything, and their problems will reflect to anyone else
Dude any good fuckup to the system like Suez Canal or… say, Panama
We saw all this happen just after covid. We saw what market collapse can do in '08. Drama will come.
How you figure? Trump will just fold?