Several people have made queries about the current state of our national economic condition against the backdrop of disconnected data points that seemingly conflict. Here’s my review.

July and August are key months to gauge the prior six months of U.S consumer positioning.

Why?

Because all advance purchase orders for the U.S. holiday season are made in May, June and July for inventory builds and delivery schedules for September.  The decisions made by purchasing officers in late spring and early summer, reflect their predictive analysis for the holiday season.

Inventories are evaluated, critical financial discussions are held, and orders are placed for September arrival and distribution.  This predictive activity is what we see in the July and August data that flows from the global, multinational and shipping corporations who facilitate the transfer of the goods.  Check what is happening in distribution, and you can see what eventually creates the boxcar effect in the supply chain that ultimately leads to shuttered manufacturing.

Those who are involved in the business of shipping goods are signaling the flares around the state of the consumer economy and what will happen.  At the same time, the wording is almost hilarious in this era of great pretending.  Instead of saying ordinary words like “poor sales results for durable goods,” the parseltongue calls sales, “destocking.”  Example:  “CEO Vincent Clerc said he saw no sign that the destocking which has curbed global trade activity would end this year.”

Global shipping company Maersk is warning that shipping volume is low because warehouse inventories are high.  The goods are unsold.

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Two weeks ago, I wrote, “If Susan Rice is departing, the question becomes how the club removes Biden from the 2024 race?  There are a multitude of approaches and leverages available for the Lightbringer’s team, which includes Deputy AG Lisa Monaco at Main Justice.” (more)

Looks like today we have our answer.  [House Letter to DOJ] – [House Subpoena]

WASHINGTON – Senate Budget Committee Ranking Member and long-time whistleblower advocate Chuck Grassley (R-Iowa) and House Committee on Oversight and Accountability Chairman James Comer (R-Ky.) today are demanding the FBI produce an unclassified record alleging a criminal scheme involving then-Vice President Joe Biden and a foreign national. The document, an FBI-generated FD-1023 form, allegedly details an arrangement involving an exchange of money for policy decisions. Comer issued a subpoena today following legally protected disclosures to Grassley’s office.

“We believe the FBI possesses an unclassified internal document that includes very serious and detailed allegations implicating the current President of the United States. What we don’t know is what, if anything, the FBI has done to verify these claims or investigate further. The FBI’s recent history of botching politically charged investigations demands close congressional oversight,” Grassley said.

“The information provided by a whistleblower raises concerns that then-Vice President Biden allegedly engaged in a bribery scheme with a foreign national. The American people need to know if President Biden sold out the United States of America to make money for himself. Senator Grassley and I will seek the truth to ensure accountability for the American people,” Comer said.

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In the game of test-match cricket, a game that can last three days at peak professional level, you have to ‘get out‘ to ‘get in‘.   You have to ‘get out‘ of the clubhouse in order to ‘get in‘ to the game.  The same is true for this story about Domestic Policy Advisor, Susan Rice, leaving the Biden administration.   Rice has to get out of the administration in order to get in to the 2024 game.

Readers here will likely remember all previous discussion about the likely Democrat field for 2024.  Susan Rice and Gavin Newsom are both key players in the DNC big club game.  There is only one question at the core of the dynamic you need to ask, how will they off-ramp Joe Biden?

First, the White House announcement: […] “As the only person to serve as both National Security Advisor and Domestic Policy Advisor, Susan’s record of public service makes history. But what sets her apart as a leader and colleague is the seriousness with which she takes her role and the urgency and tenacity she brings, her bias towards action and results, and the integrity, humility and humor with which she does this work. I thank Susan for her service, her counsel and her friendship. I will miss her.” (link)

Susan Rice is the pliable foot soldier, the protege’ of the Lightbringer, Chicago Jesus.  Rice is the female version of the entire apparatus of the Obama team.  Susan Rice is Barack Obama in female form, and as Ric Grenell said eloquently, Susan Rice is “the shadow president.”

A Newsom/Rice or Rice/Newsom ticket is a no brainer.  Both are foot soldiers for the Lightbringer movement’s fundamental change agenda, although Rice is the apex player and Newsom is the ideological, intellectual and cognitive equivalent of John Fetterman with better style.  Most people still do not understand that Barack Obama is not just a person, he is a complete political construct -a movement in a box- consisting of multiple component groups all working in synergy.

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The moves are so predictable… {See Here}… well, it would be funny if the consequences were not so severe.

With Prime Minister Liz Truss announcing her resignation there was considerable discussion of former PM Boris Johnson returning to run for the job.  However, as an outcome of his conversations with other “conservatives” in British politics, Johnson has withdrawn his name.  This sets up… wait for it…. the World Economic Forum’s groomed U.K. climate change “conservative” to take the job.  This stuff is so predictable, it’s beyond funny.

(Via CBS) – Former British Prime Minister Boris Johnson said in a statement Sunday that he would not seek the leadership of the Conservative Party, leaving former Treasury chief Rishi Sunak as the frontrunner to take over after Liz Truss hastily announced her exit last week, after just 45 days at the helm. (read more)

Prime Minister Rishi Sunak together with King Charles III….  What could possibly go wrong?  LOL

Sometimes people make fun of me for cementing my views in the reality of a big picture perspective.  I don’t care.  It’s not a conspiracy theory to see how the alignment of western leadership interests are shaped by the control of the people and institutions who manipulate the illusion of choice.

Liz Truss was dispatched because she dared, in the smallest way, to accept the reality of what created the ‘Build Back Better‘ U.K. economic crisis.  She was always going to be replaced by someone who was willing and able to retain their fullest devotion to the grand pretense.  That’s where Rishi Sunak steps in.  Please watch the video below, you’ll see:

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Yesterday, Politico noted President Trump had enlisted the law firm of Harmeet Dhillon as a proactive measure against a J6 subpoena. “Former President Donald Trump has hired a firm to engage with the Jan. 6 select committee on its forthcoming subpoena of him, POLITICO has learned.” {link} Less than a day later the J6 committee issues the formal subpoena.

Once again, the corrupt DC institutional system, and specific media participation, are identified by the leaks and recipients. The injustice system, DOJ/FBI always use the New York Times and Politico as their advanced public relations firms. The insufferable J6 subpoena details can be FOUND HERE.

WASHINGTON DC, J6 Committee – “Pursuant to a unanimous vote of the Select Committee, Chairman Bennie Thompson (D-MS) and Vice Chair Liz Cheney (R-WY) today announced that the Select Committee has issued a subpoena to former President Donald Trump for testimony under oath and records relevant to the Select Committee’s investigation into the attack on the January 6th on the United States Capitol and its causes.

In a letter to Mr. Trump, Chairman Thompson and Vice Chair Cheney underscored his central role in a deliberate, orchestrated effort to overturn the results of the 2020 presidential election and block the transfer of presidential power, a matter central to the committee’s investigation as it reviews the facts and considers recommendations to prevent a recurrence of the violence of January 6th.” {link}

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Last weekend, it was the Hungarian election that surfaced as the first contest between globalism -vs- nationalism in the “post-COVID” era.  This weekend, it is the election in France that will indicate how the French people feel about similar issues of the totalitarian, fascist or corporate state, i.e. “globalism.”

There are a multitude of parties and coalitions in France represented by multiple candidates.  However, if no candidate wins 50% of the total vote tomorrow, only the top two candidates will advance to the second round national election on April 24th.  Those top two candidates are likely to be current French President Emmanuel Macron (globalist wing) and Marine Le Pen (nationalist wing).

Currently Macron holds around 25% and Le Pen around 23% (individually) for the first round, with multiple candidates holding smaller percentages of the remaining vote.  Therefore, it is almost certain that Macron and Le Pen will advance to a head-to-head matchup on April 24th.  That’s when things will really become important for the larger battle of globalism v nationalism.

The two candidates have faced off before, however, this time the pandemic response by Emmanuel Macron could likely tilt the election in favor of Le Pen.

SIDEBAR – I predict we will see Barack Obama enter the French presidential election again, as an influence agent, between Monday of next week and April 24th, just as he did the last time in order to try and convince the French people to stick with Macron.  Foreign interference in national elections (think Russia interfering in U.S. elections) is a horrible thing, a terrible threat to democracy, except when the U.S. globalists need it.

When the U.S. leftists, Democrats, need to influence the Canadian election, suddenly election interference is a good thing.  When the Democrats need to influence the Mexico election, no big deal. When the U.S. leftists need to influence the French election, or Egyptian election, or Israeli election, or U.K. election, no biggie, no biggie, no biggie.  Their hypocrisy is boundless when they know the media will let them pretend not to know things.  Watch for it, I’ll bet one donut the U.S. will pull out all the stops to support Macron. I digress…back to the point of current France.

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In the lead-in to the Russian invasion of Ukraine, all of the U.S. involvement in the country was operated by bureaucrats and politicians from the U.S. State Dept, CIA, Intelligence Community and Senate.  The Pentagon played a far lesser supportive role.

As a consequence of that previous investment, the current U.S response to the Russian “special military operation” has been spearheaded by the same DoS officials, intelligence agencies and politicians.  The Ukraine engagement is a political operation using NATO and western allies.   As we saw in the Afghanistan withdrawal, the Pentagon is a tool for the politics.

The division between the two interests (Pentagon vs State Dept) surfaces most quickly and easily when things SNAFU, and the blame casting begins. That’s when the division becomes noticeable to the public.  The important point to remember is this… despite the involvement of NATO in the current Ukraine response, it is not the Pentagon calling the shots, it’s the state dept.

Earlier today, Army Gen. Mark Milley, Chairman of the Joint Chiefs of Staff, told the House Armed Services Committee “[Ukraine] is a very protracted conflict.”  Milley anticipates many months, if not years, of combat fighting inside Ukraine as Putin carves out the eastern side of the country permanently.

According to Milley, “I think it’s at least measured in years… this is a very extended conflict that Russia has initiated. I think NATO, the U.S., Ukraine and all of the allies and partners supporting Ukraine are going to be involved in this for quite some time,” he said.  The nature of Milley’s remarks outlines what will likely become an insurgency/proxy war funded by the United States for years against Russia.

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There it is.  Whoopsie, Pelosi just gave the game away.

We have been looking for this exact political construct and today we got it.  Nancy Pelosi appears on ABC This Week with George Stephanopoulos to discuss current events. This was all planned in advance.  This is guaranteed to be a political pantomime.

The first topic is the “Russia-Ukraine crisis,” with Stephanopoulos asking Pelosi directly if she believes Russian President Vladimir Putin is about to invade Ukraine.  Nancy Pelosi’s response [Transcript Here] tells us all we need to hear:

PELOSI: “Well, I think we have to be prepared for it. And that is what the president is — yes, I do believe that he is prepared for an invasion. I also understand why the President of Ukraine wants to keep people calm and that he wants his economy not to suffer. But, on the other hand, if we were not threatening the sanctions and the rest, it would guarantee that Putin would invade. Let’s hope that diplomacy works.

It’s about diplomacy deterrence. Diplomacy deterrence. And the president’s made it very clear. There’s a big price to pay for Russia to go there. So, if Russia doesn’t invade, it’s not that he never intended to. It’s just that the sanctions worked.” … “I’m very proud of the work that the president has done.” (read more)

Can you see the domestic political scenario that has been created out of thin air?

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BUMPED by request. Unfortunately, there is a lot of wrong information being discussed and shared.  Even reputable regional media are giving inaccurate information, making wrong interpretations {LINK}, and generally getting the explanations wrong.  Additionally, there’s general misinterpretations of ordinary outages based on the day of the week (Sunday) and bad weather in the Northeast {ex Twitter Thread}.

All of these #BidensEmptyShelves assumptions, which are being heightened by increased attention and social media, are leading to confusion.

An empty retail shelf or case for a 24, 36 to 48-hour period is not, I repeat, NOT, part of a systemic supply chain disruption.  Those are mostly location and regional specific out of stock situations caused by localized events, weather and employee shortages.

What CTH has been describing for the past several months is NOT what is noted above.  What we have been describing is a long term supply chain crisis that will slowly unfold over a period of about a week or two, and then remain a problem over time, for a period of 6+ months. {GO DEEP}

The thirteen bullet points below are the issues we will first notice as the general food supply chain begins to show signs of that type of vulnerability.  This outline explains why it is happening and how long it can be expected.

In the previous October, November and December warnings, we emphasized preparation and counted down the 90-day window.  Now, as we enter the final two weeks before mid/late January, the date of our original prediction, it appears that some media are starting to catch up, and the larger public is starting to notice.

Feel free to note in the comments section what is happening in your area.  Hopefully, most of us are much better positioned than the average person who has not been following this as closely over the past several months.

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Here’s a solid reference point for just one of the multitude of aspects related to the mandatory COVID vaccine and overall COVID mitigation rules that will come together to present an unavoidable outcome within the supply chain.

As CEO Eric Lawrence notes, even without the vaccine mandate, the testing mandate itself becomes an issue.  How and where exactly are truckers supposed to get these weekly, and depending on state, perhaps daily, Covid-19 tests.   How are they expected to modify their cross country routes, to avoid running afoul of the law, without having any idea where this testing is supposed to take place?

Follow the implementation of all these mandate tentacles across multiple industries & sectors, and what you end up with is a merging of unworkable nonsense into a logistical and supply chain mess.   For the U.S. economy, a SNAFU of that significance only ends with one result.

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