I'm looking forward to today's pictures!

My seats are aisle of section 41!

lol. Sometimes it’s me!

Epilogue: writing this up, I figured out the investment play. It's probably too late, but you should buy a warehouse in Vancouver and charge a good price to store Chinese goods for a few months. . .

In short, this isn't a faucet you can just turn off and on. You have to fix a lot of the pipes as you go.

We're headed for a painful summer, and it only gets deeper and more painful the longer this trade war continues.

And I haven't even mentioned trucking.

Trucking is a low-margin operation that easily whipsawed by changes in demand. They are going to be crushed by the loss of volume from ports, and then overwhelmed when it finally comes back.

The supply chain is made up of a million moving parts, and they don't just stop and start gracefully.

A sampling: We're going to run out of shipping containers - we don't have a 4-week supply sitting around. Trained factory workers are furloughed, and only some of them will come back.

Chemicals? Car parts? Tools? Pharmaceuticals? I don't know enough about supply and local alternatives to have any sense. But it's easy to imagine them cropping up.

What happens next? Even if the tariffs are rescinded today, we will feel the 4-week gap in goods, but that's not all.

Plastic containers might bite hard, I don't know. But various food, drink, and household products might get scarce.

There's a very few weeks left before Christmas toys are impacted. You'd be amazed how many of your gifts are already on a boat in June.

In the next couple of weeks the boats will stop coming. We'll be consuming what's already in warehouses, and when it's done, it's done.

What will we notice first? Hard to say. They might be out of our size when we go shopping for clothes or shoes, and we'll be annoyed but keep wearing the old ones.

The ships that were already on the water are coming into port now. The containers are often stuck in port, racking up fees, while the purchaser sweats the tariff.

For now, the stores are full. They have the goods that already arrived, whatever is in their warehouses.

But the fuse is very short.

The burning fuse here is cross-Pacific shipping. When the tariffs went into effect, all of the buyers in the US cancelled or delayed their orders with immediate effect. Containers stayed on the dock, or were held at the factory. The ships didn't fill up. In most cases, the ships didn't even sail.

So. . . what's going to be the first item we run out of, that we usually import from China?