Caller 3

But if you remember the rates from the original sort of like turf tariffs from Liberation Day, right, like the tariff on Vietnam was like 100% or some shit. It was like 80%. I don't remember. I don't have exactly on the top of my head, but like...

But if you remember the rates from the original sort of like turf tariffs from Liberation Day, right, like the tariff on Vietnam was like 100% or some shit. It was like 80%. I don't remember. I don't have exactly on the top of my head, but like...

there's no actual viable strategy of just of ways you can route these goods through and it's been especially hitting the sort of drop shipping companies right like people like temu and anything that relies on air freight just getting fucked and so this this is all just you know just sort of rolling in the background is just this logistics crisis and it's it's it's also an echoing crisis this thing i sort of want to close this section on is that like

there's no actual viable strategy of just of ways you can route these goods through and it's been especially hitting the sort of drop shipping companies right like people like temu and anything that relies on air freight just getting fucked and so this this is all just you know just sort of rolling in the background is just this logistics crisis and it's it's it's also an echoing crisis this thing i sort of want to close this section on is that like

there's no actual viable strategy of just of ways you can route these goods through and it's been especially hitting the sort of drop shipping companies right like people like temu and anything that relies on air freight just getting fucked and so this this is all just you know just sort of rolling in the background is just this logistics crisis and it's it's it's also an echoing crisis this thing i sort of want to close this section on is that like

So the big issue with with these sort of empty boats, right, and these cancellations of boat orders is that in order for it to be profitable, because all of these shipping companies run on such low margins, right, they only barely survive the pandemic by taking out a series of just like unhinged sort of like weird collateral based loans.

So the big issue with with these sort of empty boats, right, and these cancellations of boat orders is that in order for it to be profitable, because all of these shipping companies run on such low margins, right, they only barely survive the pandemic by taking out a series of just like unhinged sort of like weird collateral based loans.

So the big issue with with these sort of empty boats, right, and these cancellations of boat orders is that in order for it to be profitable, because all of these shipping companies run on such low margins, right, they only barely survive the pandemic by taking out a series of just like unhinged sort of like weird collateral based loans.

And in order for these companies to be profitable, they have to continuously keep on completely filling up ships. If a ship is not full, it is not profitable for them to run it. And if that's not happening, the entire system literally grinds to a halt until there's enough orders to move things through.

And in order for these companies to be profitable, they have to continuously keep on completely filling up ships. If a ship is not full, it is not profitable for them to run it. And if that's not happening, the entire system literally grinds to a halt until there's enough orders to move things through.

And in order for these companies to be profitable, they have to continuously keep on completely filling up ships. If a ship is not full, it is not profitable for them to run it. And if that's not happening, the entire system literally grinds to a halt until there's enough orders to move things through.

So even the shit that there is demand for, right, can't be shipped, because these shipping companies cannot afford to unless the entire thing is full.

So even the shit that there is demand for, right, can't be shipped, because these shipping companies cannot afford to unless the entire thing is full.

So even the shit that there is demand for, right, can't be shipped, because these shipping companies cannot afford to unless the entire thing is full.

So the supply chain disruptions that we are going to see from this as this sort of escalates and as this continues, and especially in a few months, if the Liberation Day tariffs go back into effect, are catastrophic, and we really, like... It's just one of these situations. You can hear the thunder, you can see the lightning, but the storm hasn't hit yet, and it is going to. And when it does...

So the supply chain disruptions that we are going to see from this as this sort of escalates and as this continues, and especially in a few months, if the Liberation Day tariffs go back into effect, are catastrophic, and we really, like... It's just one of these situations. You can hear the thunder, you can see the lightning, but the storm hasn't hit yet, and it is going to. And when it does...

So the supply chain disruptions that we are going to see from this as this sort of escalates and as this continues, and especially in a few months, if the Liberation Day tariffs go back into effect, are catastrophic, and we really, like... It's just one of these situations. You can hear the thunder, you can see the lightning, but the storm hasn't hit yet, and it is going to. And when it does...

I don't know. I was trying to do a poetic thing about how we're all going to get fucking dredged, but we're fucked. It's going to be unbelievably bad. And the only process right now inside of the administration that doesn't involve some kind of mobilization is... Again, is Lutnik winning this fucking intra-administration political battle with Navarro? So...

I don't know. I was trying to do a poetic thing about how we're all going to get fucking dredged, but we're fucked. It's going to be unbelievably bad. And the only process right now inside of the administration that doesn't involve some kind of mobilization is... Again, is Lutnik winning this fucking intra-administration political battle with Navarro? So...

I don't know. I was trying to do a poetic thing about how we're all going to get fucking dredged, but we're fucked. It's going to be unbelievably bad. And the only process right now inside of the administration that doesn't involve some kind of mobilization is... Again, is Lutnik winning this fucking intra-administration political battle with Navarro? So...