Just in Time turns into Can't Be Late

JIT Inventory, the wonder of our times is going to turn around and bite us in the arse.

The pending vapor lock of commercial credit is going to ripple through and find weaknesses in the supply chains.

Some vendor somewhere is going to find it impossible to float some amount of commercial backed paper someday. When that happens he won't have the cash for payroll, fuel, rent, payables, etc... He will cry to his bank. The bank will hem and haw................
Charge him Guido rates to get hime by this week.

Multiply this out and soon enough someone, in some loading dock somewhere is gonna be waiting for a truck that never comes. He will tell his manager that the line needs to be shut down because he has no material to load into the production line.

Manager tells Administration. Phone calls fly around, eventually letterhead from an attorney gets flow around. And then the next day HR gets a memo to stock up on 8.5x11 Pink #30.

Rinse and repeat.

Someone goes home to sit next to their spouse who has already been sitting at home because the big box home improvement chain has slashed orders for the widgets that were made at their factory.

The kids mill around the house also because the parents couldn't manage another HELOC to pay for college this year.

Meanwhile the Corporate holding companies file claims against their insurances for all of the disruptions. The insurers collectivley deficate their tailored suits, since they lack any capital to cover the claims and can't raise a red cent in the credit market because the monolines have turned them into Chernobyl for everyone else.

Rinse and repeat until the politicians socialize the debt to everyone.