Category: Preparedness

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Finance Politics Preparedness

Day 1583 and The Last Tariff Free Shopping Spree

I remember the weeks before Covid-19 lockdowns hit vividly. My father went on international cruise, my husband was traveling domestically right up to the last week, and I got yelled at on the internet for discussing buying masks, toilet paper, and disinfectant.

My father got stuck in a Latin American port as borders closed, Alex made it back with mere days to spare before New York locked down and I had a well stocked pantry & dry goods cabinet. I was a prepper long before it became the default of normie Americans after Hurricane Sandy.

So naturally I’m trying to get ahead of the impacts of the tariff war as the last container loads of goods ordered before “Liberation Day” are sold through by American retailers.

Items Most Likely to Experience Shortages if the Drop in Container Cargo from China Persists
If the current sharp decline in container cargo from China to the United States continues, Americans are likely to see shortages-and significant price increases-across several key product categories. This is due to a combination of record-high tariffs (up to 145%) and a dramatic reduction in shipping volumes, with estimates suggesting a 60% to 80% drop in imports from China

Via Perplexity

Clothing basics, footwear, and cosmetics are at at the top of the list of potential shortage areas so I stocked up on underwear, socks, Aquaphor and hit “order” on the two pairs of athletic shoes I’ve had languishing my cart for months.

Amazon must be having a great couple of weeks.

I also decided to treat myself to a few Landmark classics including Julius Caesar and Alexander’s Campaigns. If the empire is falling I may as well revisit some of my schooling.

Plus I just returned from a run through Alexander’s empire so perhaps this is a moment to ground myself on the rise and fall of empires. I never did much care for Rome though but I didn’t expect to be born in a late republic.

I don’t know how this particular supply shock will play out and I feel lucky to be able to spend on thing’s frivolous and essential. Dry feet and military history are as good as any a thing to have on hand. I imagine we will have more serious inventory to do but it’s better to take the first steps.

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Preparedness

Day 1578 and Dark Start

On April 16 Spain hit its first weekday of 100% renewable power on the national grid. Spain’s grid operator Red Eléctrica was celebrated for this milestone. Today Spain and Portugal went dark as the grid collapsed after a massive dip in demand.

“We have never had a complete collapse of the system,” Sánchez said, before detailing that at 12:33 p.m. on Monday Spain’s power grid lost 15 gigawatts, the equivalent of 60% of its national demand, in a matter of five seconds. Via AP Newswire

Via Andi Alb

As was lucky enough to finally meet Lynne Kiesling in person at Renegade Futurisms last week energy grid security and market coordination was top of my mind as I learned of the disaster in Spain

Lynne is an economist who studies transactive energy models. She is a fantastic Twitter mutual for any scholar of market dynamics so naturally she was the first person I thought to ask about untangling what may have happened.

She points out that oscillations are an issue in all power systems which means it will take some analysis to tease apart the combination of atmospheric conditions, system inertia and other factors which caused so much demand to drop off at such speed.

If you are interested in a perspective of a white hat hacker of power grids on the problem of synchronization this thread is worth a read.

A drop caused automatic failsafes to kick in and disconnect things. It takes so long to restart after these failsafe crashes because we haven’t engineered it to be easy to restart the grid aka a “black start” as power plants require power from the grid to operate themselves.

But it’s alas not really much of a question that grids need reworking for managing our energy mix. I found this tweet to be both humorous and helpful in understanding why.

Me: What if the renewables underperform more than modeled, and spare capacity can’t keep up?

Founder: You have emergency load shedding.

What’s that?

Cascading blackouts.

AGM on Twitter

Cascading blackouts may be the better outcome. What Spain experienced today was what happens after the fail safe of cascading blackouts occur.

Javier Blas has an excellent opinion piece in Bloomberg about the need for electricity realism as our future demands we overcome the culture wars of the last decades of energy transition.

It’s clear electricity security issues are on the rise. On March 20th Heathrow Airport was shutdown after a single transformer at an old substation caught fire. That looks minor in comparison to an entire country going dark. Imagine what could happen as we head into summer and experience the grid pressure of a hot summer day.

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Politics Preparedness

Day 1550 and Fools, Drunks & The United States of America

Americans are mere days away from the dreaded April 2nd tariff reveal and the mood could not be more sour.

If only America was a few good zoning reform bills further along. Then we could house 700 million more people and our Abundance bro moderate liberals would be in a better mood. Alas it’s easy dunking for most of us when Matty Yglesias weighs in late to the party

I’ve spent the last half decade preparing for a more chaotic world. How it would play out and what would be the driver was anyone’s guess.

I made plenty of bets that energy, compute, and decentralization would be the way in a multi-polar world, but I don’t want to count America out just yet. That’s why we made our last stand in Montana.

“God has a special providence for fools, drunkards, and the United States of America.” Otto von Bismarck

The amusing bit of Trump’s mercantilism is literally only he and a small band of trade administration aids actually think this is sensible economic policy. While I know a tariffs bro personally and I appreciate him as a friend they know I think this approach is dubious.

You know it’s bad when even the king of outlier events Nassim Nicholas Taleb is fretting for Treasury Secretary Bessent. Who is at least qualified to manage the a massive currency crisis.

“He probably gets that whether tarifs make or don’t make sense is irrelevant: any ABRUPT introduction of steep tariffs must lead to a CASCADING & GENERALIZED price action.”

We are damned if you do not because tariffs are the wrong tool for this moment (though most of them are) but because markets like predictable things and cascading price action everywhere makes us dizzy.

Rather like the drunks and the fools mentioned by Bismarck, we’d better hope providence provides in this topsy turvy moment.

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Politics Preparedness

Day 1546 and Present Ephemera

I am backing off some of my “current thing” hyper vigilance for a moment. I need to shake off the noise and find my signal.

The band of possibilities is simply so wide that it feels pointless to react. Who you are will determine everything from here. You must go into the future based on your values. I must strip back to see myself clearly.

The complaints about our geopolitical moment (true and righteous as they may be) are set against a great power conflict that will play out over multiple decades of technological change.

It’s yet unwritten though I have some ambition that we can all play a part in the restructuring of a knowledge abundant world.

The trouble with accelerating into the turn is the sheer stress. We know we need change but how we achieve it is messy.

It seems in some areas we will take the low road. It is a reasonable worry that we are seeing all of the downsides of American choices while the upsides are harder to see. I feel as I’ve only seen the fears I’d had and the changes are made at great cost.

We fucked around and it is finding out season. The present is all ephemera. I need to hold it lightly. The stress it induces serves no purpose. It will pass. I will adapt.

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Medical Preparedness

Day 1525 and Turbulence

I am doing what I can to hold steady in the turbulence of the moment. Deals are still getting done, founders move companies forward, I do my small part to contribute in the strange dance of rounds coming together.

It has not been easy with both my husband and I seemingly rotating between one health issue to another. It would be nice to have us both healthy at the same time.

Because it is the winter of our discontent I’ve spent more time on Deep Research projects this past month than seems sensible but the urge to find solutions is strong when your health needs mending.

Plus it saves a ton of time when the alternative is calling a bunch of different experts and making progress at best every two weeks with appointments. Scheduling health care of any kind is a mess.

I remember realizing so vividly during Hurricane Sandy that no matter the catastrophe the rest of life went on. Everything will feel turbulent in our new high variance age and all we can do is live through it.

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Homesteading Politics Preparedness

Day 1493 and Familiar With Our Game

I’d love to go on a long rant about the new tariffs America intends to impose, but a big winter storm is approaching and being prepared for that is likely the more important task.

Yes I am aware a much bigger looming economic storm on the horizon. I’ve been a “doomer” a while so I’ve come to gripes with that many years ago.

In joking about choosing what fine Canadian products like All Dressed Chips and Letterkenney we should be importing before the new Trump 2.0 tariffs kick in, I shared the preparations we’ve done to mitigate future dislocations. Someone said we should stock more electricity. Well, good news on that front.

That would be true except we have a giant solar array that provides enough electricity for heating, lighting, our bitcoin mining (whose heat exhaust exchange warms our barn where we keep the hydroponic greens)

For those not familiar with our game

The expectation we had when we settled in Montana was that those who prioritized resilience would be in better shape. Chaotic times means being able to handle whatever changes are thrown at you.

It’s been a great life choice. If we have oil shocks or supply chain implosions we are more prepared than average to muddle through it.

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Media Politics Preparedness

Day 1492 and The Blob in The West

I am unsure how to feel about some of the shock and awe tactics being used in American politics. Well, it’s happening globally but I care more about how it happens here.

Being from the American West, and in particular being a townie of one of the land grant university towns, I have found we have two orientations to federal power in “real America” that can be contradictory.

There is extreme skepticism of how Washington inserts itself into everything fron local land issues to education & regulatory policy. Taylor Sheridan has made a whole cinematic universe out of these issues. The West doesn’t want the long arm of the law reaching onto our land.

But the West also has its own power base. We are tied to the wider industrial and defense power run by the blob by supplying manpower and resources. Land grant universities like CU-Boulder have trained a cadre of science and engineering workers who run important programs like NIST and NOAA.

Federal scientists and their work runs everything from the atomic clock to tide reports. This doesn’t even account for the Air Force Academy and Cheyenne Mountain. The military industrial complex and its funding of the sciences is well integrated into the American west.

It makes for some interesting politics as the land grant towns. They owe some of their wealth and economic base to the training delivered by a university system that is local and regionally powerful.

And yet funding for its surrounding apparatus relies on a complex set of funding arrangements from the Blob from science grants to defense contacts.

If the money is under threat I’d expect regular people are going to have a bumpy ride. And systems will certainly break. Maybe all the burbling in the Blob as it recognizes this threat an opportunity for the western states to assert their own independence. That is a more optimistic outcome than many expect.

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Media Politics Preparedness

Day 1489 and Foggy Frosty

I felt it was very important to get off the internet and soak in some restorative aesthetics. We are in a shock and awe moment almost anywhere you look from national politics to geopolitical technology competition. And everyone is jangling for narrative.

We’ve been a fog of informational war so long we forget we are all subject of multiple intersecting and independent actors who want your attention to be on their issues and their terms. We are living in context collapse hell.

Ans it’s not going to get any better. Many independent minded citizens are arising in these challenging times and they all operate with mindful caution. We have to invent our way out of the most challenging information environment of our lives.

Americans don’t realize we are subject to political and industrial competition and it plays out across social media. Don’t think because you know it is being done that you aren’t heavily affected. America has foreign enemies and quite a few domestic ones.

Extremism exist in some very weird bubbles. I am concerned seeing rationalist singularity cultists. But I’m also concerned about high frequency hedge funders who manipulate markets. We are in a great power competition and I’m sure we all have totally sensible opinions about open source artificial intelligence models. Right?

It’s all very cyperpunk. Manipulation of financial markets is as grey zone a tactic as sniping the telecoms pipeline from Helsinki to Tallinn. And we should be concerned about being competitive. We’ve been snowblind before

It’s a nuisance as neither you nor I have a clear line of view. Some of us maybe have a few months heads up. The lead feels less and less even as I am as much a part of shaping narratives as anyone. I was using DeepSeek in the fall.

When I was in fashion we had this website called “don’t believe the hypebeast” to mog those overly concerned with cool. Don’t get mogged. The same principle applies here. Don’t try to figure it all out.

Go read something with soul, listen to some Bach, and be with your family. Be frosty in the fog and exist in the real while you still can.

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Aesthetics Internet Culture Preparedness

Day 1483 and If You Die In The Matrix

Twitter has become an unmonitored Wild West of content. This is mostly good for those of us looking to understand the world “as it is” and not as we wish it to be, but requires a certain cognitive security not everyone is prepared to engage in. What was once kept to the dark corners of 4Chan splutters up.

We witness more violence than we did during its “trust and safety” years. Thanks to algorithmic chaos quite a bit of gore, pornography and death will regularly hit main feeds.

A friend of mine (whose line of work would put her in a position to know) has a theory that Zoomers will cross into physical world violence more easily than past generations. We have long debated as to why and how it will manifest but it’s already begun.

Being raised in digital always- online mobile environments means their reality is more malleable. And yes the internet is real life. We live, we love, we hate, we play and we work online. But what of violence? Are we prepared for that crossover?

Digital life has given them an immense sense of freedom to act without consequences because the virtual world is still sequestered from some consequences. And unlike millennials, whose sense of The Real and the Matrix, was anchored by a physical consensus reality, I’m not convinced this will be true for all Zoomers.

If you die in the Matrix you die in real life

We have already seen the maturation of bringing Internet identities to our regular life physical world. Violence has always been there lurking, but it is now bursting forth and I believe it will only become more prevalent.

Today I read news stories of two separate incidents of violence that I can only read as Zoomer Internet Identity Violence. Be warned they are both upsetting and confusing for non-internet natives.

A German math Olympiad transwoman on an H1B visa was killed in a shootout with a border patrol agent in Vermont. A shooting in Nashville involved a full Google document FAQ on a flavor of soyjack I didn’t even know existed and will not type here.

If you die in the real world perhaps you live on in the Matrix of the infinite internet. But this is not an end that we should wish for our civilization or for our Zoomers. Be prepared to see more of this.

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Community Preparedness

Day 1469 and Prayers and Hope

My in-laws live on the west side of Los Angeles as well as one of my portfolio founders, significant extended family and many dear friends including one of my closest and best friends. I am afraid for all them as the fires in Pacific Palisades has rapidly spread.

Please pray for the city of Los Angeles and her people as these fires rage. A dry year with little rain and unpredictable Santa Ana winds have led to a precarious situation.

Officials warned of devastating losses as the main blaze raced through the affluent Pacific Palisades neighborhood. The fast-moving fire spread across nearly 3,000 acres and was still 0% contained early Wednesday, according to the Los Angeles Fire Department –WSJ

A professional colleague known well to the venture community Mark Suster is quoted in this WSJ piece as he and his family were evacuated. I fear many more may be in his position. I pray their homes are not lost.

I have an especially strong emotional reaction to these types of rapid urban firestorms after living through Boulder’s Marshall Fire two years ago. Over three thousand homes were lost. It was devastating to my hometown and it is still rebuilding three years later.

I advocate for preparedness as both an individual and a community. I have lots of posts and media on the top if you are interested. When these tragedies strike, show up for your neighbors and your family by preparing so that when the worst happens you can be at your best for people.