Stocks & Flows
A stock is anything that accumulates — water in a tub, inventory in a warehouse, cash in an account, trust in a relationship. Flows fill or drain it. Human intuition is bad at reasoning about stocks under delay: we react to the current flow rate, not the accumulated level, which is exactly backwards.
A retailer watching this week's order rate misses that the warehouse behind it is already three weeks from empty — or three weeks from overflowing.