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« Last post by tp4tissue on Sun, 17 May 2026, 11:19:48 »
How bad is the market Tp?
The Tsunami hit "Asia" EARLY, because their fuel supply ships (already on water) were discontinued approximately 4 weeks prior to, (Western Bound) ships.
Since 2 weeks ago, if you went to the Asian-Grocer, ALL of the large 20lb sweet-rice bags out of Thailand were GONE. Just up and went,
They're no where to be found, and Tp4 called the warehouse guy, he said, yup, nothing, no lead time, it's all gone, no news.
This stuff is as "CORE" a material as "Flour is".
and, it just UP AND WENT.
The last WESTern bound fuel ships ended last 2 weeks. We got 1.5-2 months of disrupted-but-acceptable-Normalcy left.
After that, Tp4, Pro-Logistix says, dooooooooooooooooooooooooooomm.
It's about 5-10x the disruption that Covid was.
The market may not sell-off, 401k NUMERICALLY is probably safe, because if the big hedges don't move, it can't tank too much.
THAT SAID, the NUMERAL is completely DISCONNECTED from REALITY, Meaning STAGFLATION is already a CERTAINTY. Extreme unemployment, extreme Inflation.
For example, you look at the futures for oil, it's $95-110 per barrel, if you wanted to actually BUY a barrel of physical oil, it's $140-250 per barrel. @ $200, basically nothing you produce with that barrel will be profitable, especially if you add volatility in chain risks.
The economic outlook is basically Ditch-Digging for men, and Prostitution for women. AND, At least Doubly so for Europe.
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