We have talked about this quite a bit. {Go Deep} I’m not sure how this attempted needle threading is going to work out in the longer term. The announcement has come as a surprise to the Canadian trucking industry.

Apparently fearing the economic consequences, the Canadian government has dropped the vaccination requirement for Canadian truck drivers, and instructed border officials to permit unvaccinated Canadian truckers to cross the border.

The vaccine mandate for cross border truckers was scheduled to begin in a few days, January 15th.  However, the Canadian vaccination rule for U.S. truckers will remain in place.

MONTREAL — The federal government is backing down from its vaccine mandate for Canadian truckers three days before it was set to take effect.  Ottawa announced in mid-November that truck drivers crossing into Canada would need to be fully vaccinated by this Saturday.

But on Wednesday evening Canada Border Services Agency spokeswoman Rebecca Purdy told The Canadian Press that Canadian big-riggers will not have to quarantine if they are unvaccinated or have received only one dose.

[…] The new rule will still take effect for American truckers, who will be turned away at the border unless they’ve been inoculated starting this weekend. (read more)

How the hell can Canada justify dropping the vaxx mandate for Canadian truck drivers, but not for U.S. inbound shipments?  Are they preparing for a massive amount of rig switching at the border?   Good grief, what a mess.

(more…)

A Quinnipiac poll released today [DATA HERE] shows just how far Joe Biden has fallen in the eyes of most Americans.  Of particular note inside the data is how Hispanics and Latinos view the Biden policies as complete failures.

Among adults overall, Americans give negative scores on the following issues when asked about Biden’s handling of…

• The economy: 34 percent approve, while 57 percent disapprove;
• Foreign policy: 35 percent approve, while 54 percent disapprove;
• The response to the coronavirus: 39 percent approve, while 55 percent disapprove.

(See Full Poll Results Here)

Recently revealed video shows the Joe Biden White House is erecting a concrete (K-Rail) blast and security containment wall directly around the White House.   There doesn’t appear to be any explanation readily available.  Pictures below:

(Screen grab from Source Video)

These types of security barriers are sometimes erected when heads of state are planning to come to the White House.  However, there doesn’t appear to be any information about an anticipated delegation or foreign dignitary.  Additionally, according to one researcher on social media {LINK}, all of the publicly available CCTV video-streams have been disabled as this work is taking place.

The perimeter fence appears to be approximately 10′ high and is made from reinforced concrete k-rails.  It is also being installed directly around the White House building itself.  Quite odd. Video Below:

(more…)

Earlier today, the White House pushed the Director of the National Economic Council, Brian Deese, to the podium to defend the administration from the outcomes of their economic policies.   Consider this presser the pre-quake tremors.

Mr. Deese begins his presentation by saying giving American workers back their jobs, after shutting down their workplaces and locking out their ability to work at their job, is the equivalent of creating new jobs; the administration is very proud of their magnanimity. Mr. Deese then moves on to the inflation data from today and celebrates a “decrease in the rate of price increases.”  Yes, he used those exact words.

Deese then goes on to say [01:59] that despite the claimed 7% inflation, prices at the grocery store are not higher, gas prices have dropped, home heating costs and natural gas costs are lower, and things are going swimmingly.   I’m not joking about any of that, just watch the first four minutes:

.

There was really bad news following the White House celebrating their current economic success. Brian Deese stated the White House intends to use the federal government to get involved in supply chains (distribution), pricing (federal price controls), availability (distribution of products under newly claimed emergency federal authority power via the “pandemic”) and providing relief (protecting urban areas).

What Deese is saying there [4:00 – 09:00] is the worst thing we could ever want to hear when there are massive price increases and simultaneous shortages.  The federal government is ‘leaning forward’, and is going to get more involved.

Then at 09:00 of the video, the alarm bells start ringing.  Journalists asking Brian Deese what the White House is planning to do to get involved and provide national food security.  “The shelves are too empty, and the food is too expensive. What is the White House going to do?”

Whiskey – Tango – Foxtrot!   Danger Will Robinson, DANGER!!

(more…)

The absence of food will change things….. Quickly.

The issues will fluctuate region by region and chain by chain as we enter the destabilization phase.  In this phase the impacts in some operators will be small, and in others will be more noticeable.  The difference will be the overall operational excellence in the proprietary business system they operate.

However, once the internal merit is exhausted, the manufacturing issues will impact all food retailers regardless of their warehouse and distribution excellence, or lack thereof.  Ironically, small independent stores might be in the best position to withstand fresh supply pressure as they are closer to the field.

The further away the retail business operation is from the farmer, the greater the impact.  The more people, systems and bureaucracy there are between the retailer and the farmer, the greater the operational impact.  The longer the supply chain, the greater the impact.  It is an unusual dynamic, but the local farmers’ markets are going to be the best source of consistent local supply.  That reality is why the urban areas are going to be hit the hardest.

In this media report from Philadelphia, the local NBC affiliate blames the food supply issues exclusively on Omicron.

This claim is patently false [SEE HERE].

.

The final straw, to collapse the remaining supply, will likely be the cross-border truck driver vaccine mandate which kicks in on January 15th.

After that, things start to get sketchy.

(more…)

The Bureau of Labor Statistics (BLS) released the December inflation data today [DATA HERE] for December.  Readers on these pages are not surprised to discover that inflation in the U.S. economy has now reached a forty year high at 7 percent.  {Go Deep}

Unfortunately, the 7% in June of 1982 was when inflation was on the way down from Jimmy Carter’s failed economic policy.  This time our 7% milestone has been achieved while inflation is on the climb thanks to Joe Biden’s failed economic policies.

Carter’s mess was created by regulation, policies and oil prices.  Biden’s mess is created by the same and much more.

Yes, it will be getting worse.

That weird picture with the Bidens and the Carters comes to mind.  The scale within the picture is appropriate when considering inflation and what is to come.  Biden’s inflation is much larger than Carter’s.

As you know, the top line number of 7% is a false premise.  We are feeling much, much higher overall prices in our lives with gasoline, home heating fuel, electricity costs, housing and the astronomical prices at the grocery store.  The BLS data is backward looking, meaning it was compiled in early December 2021 for comparison to December 2020.  Where we are CURRENTLY is much worse than where we were in early December.

We are feeling the front side of the inflation hurricane right now. The consumer prices at end of January and through February are now reflecting new purchase order prices and contract prices to wholesalers, buyers and retailers.  The higher energy costs, fuel costs, warehousing costs, transportation costs and delivery costs are cumulative. As a result, the December report is simply the precursor to what will be much more damaging inflation data in Feb (showing this month) and March (showing Feb).

Additionally, the BLS data captured gas prices at their slight drop from oil prices in late November and early December.  The price of oil has now gone even higher, and the price of gasoline is once again on the rise.  We have not yet seen the worst of this folks.  Hopefully most are prepared.

I modified BLS Table-1, taking out some of the noise, to give the snapshot of how the bureau is compiling data:

(more…)

Transportation Secretary Pete Buttigieg visited the Port of Los Angeles (POLA) and Port of Long Beach (POLB) to announce the Biden administration officially saved Christmas.  Yes, that actually happened.   Los Angeles Mayor Eric Garcetti took it one step further and proclaimed Secretary Buttigieg as the official “man who saved Christmas”.   WATCH:

The Biden administration is making these ridiculous claims, because they know that no one in the media will actually look into the data and challenge them on the insufferable nonsense.  [SEE DATA HERE]

However, beyond the ridiculous claims about increasing port container delivery, when there was actually a decline in port container delivery, the POLA and POLB scheme to hide the ships {Go Deep} has now spread to the Port of Oakland, California.

“Operation Hide the Ships”

OAKLAND – […] Following its success in Southern California, the new system is being expanded to the Bay Area. Ships will wait 50 miles off the coast in a safety and air quality zone until their scheduled arrival time at the Port.

The new system became effective Monday. Ships will get an arrival time based on when they left their last port of call. Before Monday, ships were given an arrival time when they were fewer than 80 nautical miles from the coast.

(more…)

The shifting sands of COVID vaccination mandates are happening stunningly fast.  During a press conference today the state health officials in Victoria, Australia, announced that vaccinated workers have 30 days to take their mandatory booster shots, or they will lose their jobs.

The announcement occurs at 07:07 of the video below. Prompted, WATCH:

.

Mandatory booster shots or lose your employment.

Australia is nuts.  Then again, the U.S. probably isn’t far behind.

(more…)

Earlier today, Senator Ted Cruz attempted to regain his J6 credibility with questions to the DOJ and FBI about the day’s events.

The Senate Judiciary Committee hearing provided the backdrop for an urgently needed modification to the marionette strings.  Capitalizing on the opportunity, Senator Ted Cruz (U-DC) asked Jill Sanborn, Executive Assistant Director, National Security Branch at the Federal Bureau of Investigation, about any law enforcement participation in the events of Jan. 6.

Questions were asked, grand protestations were proclaimed, theater lights dimmed to provide the dramatic context, and Ms. Sanborn noted she could not answer the questions.  Curiously (or not) there was no follow-up as to “why the FBI was unable to answer”. WATCH: 

The Cruz campaign staff quickly copied the performance and uploaded it to the Senator’s accounts for immediate distribution.  Many teeth began gnashing, and grand proclamations were made about the possibilities and ramifications.

Shiney things began making a lot of noise all around the social media sphere, and there is now a strong possibility the situation may escalate.  Some observers even noted that strongly worded letters might be sent… and tomorrow is Wednesday.

(more…)

The empty shelf problems in/around DC last weekend were mostly due to regional weather and employment issues.  However, the snapshot represents an example of how people react to their first encounter.  The conditions in the video represent a worst case scenario for those who have been watching the supply chain issue coming over the horizon. {Go Deep}

I doubt our average 2022 result will be this bad overall, however, there are areas where this might be the status.  For most people outside urban areas, this severity of a food store shortage is unlikely, unless the federal government gets involved.  If the federal government intervenes, this will be more common.

We know from prior examples, if these types of conditions were to last for just 72 hours across every store in a metropolitan region, you would see a level of panic begin.  Civic stability remains relatively stable for 72 hours (3 days).  However, if these conditions are persistent for more than 3 days, the general mindset of the population changes quickly.  Things rapidly deteriorate.  After three days, all reference points for civic norms are gone.

Those who remember Miami-Dade, specifically the Homestead region, in the aftermath of hurricane Andrew have a solid reference for what happens.  New Orleans after hurricane Katrina was a lesser, albeit more public version.   Hunger, fear and desperation are not a good combination.

{Background on Larger Issues HERE}

(more…)