One question I keep asking: Why was Trump allowed to win a 2nd term?
Roughly draft answer: to usher in Agenda 2030. UBI (AI taking jobs), CBDC (legislation made into law), digital gulag (X, Palantir burrowing into everything), and now an energy shock to destroy markets and make petrol beyond expensive (15 minute cities), &c., &c.
Another effect of the closure of the Strait of Hormuz is that 35% of the world's fertilizer is cut off, so we will see mass starvation, which will probably reduce the world's population, which the eugenicists, such as Bill Gates, have been advocating for for years.
Bill Gates would be an odd sort of eugenist since he and his former wife have provided extensive financial support for aid programs in Africa which include programs designed to reduce HIV transmission, including transmission to unborn babies, and to extend the lives of persons suffering from AIDS.
"Iran published its retaliation list: Leviathan, Tamar, Karish, Tanin, Dalit, Heletz, Haifa port. Those are Israel’s gas fields and its main industrial port. They haven’t been struck yet, though by the time you’re reading this, that may have changed."
from you keypad to the eyes and ears of the Supreme Judge of the Universe...
Machiavelli: "Never do an enemy a small injury."
The Likudniks intend to crush utterly Gaza and annex the West Bank, accelerate the ethnic cleansing of Palestinians, Lebanese, and take over southern Lebanon and consolidate control over southern Syria, while the U.S. harrows Iran. It is an existential war. Iranian rhetoric seems to understand that, yes, it is an existential war. The U.S. seems to be looking for aiding Israel's expansionist project, but by half-measures balks at the global economic consequences, oscillating as Donigula's statements suggest? The "escalation ladder" is Beltway speak.
Silver has broken down over the last few sessions. This morning is a rout. The pattern from last fall is now broken. No telling where things go from here.
The world situation is abysmal. My sense is that we will retrospectively acknowledge that the third world war has already begun. This is happening under the watch of the most incompetent group of leaders the world has seen in a long time.
This week has been a PM SLAUGHTER only accelerating today! Broken down... silver smashed below the low 70s support area and appears to be headed for MAJOR support at 50-54. I've lost most of my pre 30 Jan gains 😧 The PM crash has been faster than I expected and much worse than the stock market decline. Gold is nearing a support level of low 4K and if breaks below that we're looking at ~3,500 😲
If silver begins to near low-mid 50s I plan to buy. In what manner & how much I'm not sure. But what if silver drops below 50 😨
Stocks & real estate is still dear, while PM is heavily correcting. What to buy?
Maybe. Without looking at it, my metals allocation is about 50% silver, 30% gold, 20% other PM & copper.
It's a statistical fact that during almost any lengthy time period in the last 20, 30, 50 years (there may be a few exceptions), silvers volatility exceeds golds.
But that's well known to me and many of us.
God help me, perhaps I just love the action, as painful as it has been lately 😉
Israeli domestic collapse is inevitable if the war continues this way. Population size, density and geography means they have less redundancy in infrastructure and no defense in depth. The majority of their population that has only inhabited it for 2-3 generations and are largely still integrated into their original home country's ethnic structures.
Iranians can flee their cities when the kinetics become continuous. Where can Israelis flee to? Gaza? Or Europe?
I expect about 100 millions people fleeing to Europe by next winter - if this situation doesn't get resolved very quickly which it doesn't look like. That will be Europes collapse because they cannot defent against those 100 millions who fight against starvation and not even water in their home countries. As bad as it sounds, nuking out the whole muslim world is Europes only chance of making it a few years longer... They will overrun Europe as the rest of the world knows how to defend themselves from them entering... You cannot defend yourself against an army of civilians.
Uganda was once on the menu: Zionist Congress: The Uganda Proposal
(August 26, 1903)
When Theodor Herzl began his quest to establish a homeland for the Jewish people, he sought out the support of the great powers to help achieve his goal. In 1903, Herzl turned to Great Britain and met with Joseph Chamberlain, the British colonial secretary and others high ranking officials who agreed in principle to Jewish settlement in East Africa.
At the Sixth Zionist Congress at Basel on August 26, 1903, Herzl proposed the British Uganda Program as a temporary refuge for Jews in Russia in immediate danger. By a vote of 295-178 it was decided to send an expedition ("investigatory commission") to examine the territory proposed. Three days later the British government released an official document allocating a "Jewish territory" in East Africa "on conditions which will enable members to observe their national customs."
oh yeah - Europe could defend their borders with machine guns and weapons - if they delibertely kill anyone that gets close - it would stop the immigrants from even starting - but no way not even with right wing politicians. Also the European population would not tolerate this - not understanding there is no alternative for them.
That won't happen in chaos. People will go to wherever they feel they have best chance of survival. Egypt and all the gulf states are basically without water if oil runs out. Those people need to move somewhere once oil has ended - if it's ending now due to wars - it means they will flee now northwards.
Population distribution in Mongolia [OC] : r/dataisbeautifulMongolia is the world's most sparsely populated sovereign nation, with a population density of approximately 2 to 2.23 people per square kilometer (roughly 5-6 people per square mile) as of 2023-2026. Covering over 1.5 million square kilometers with only ~3.5 million people, the population is heavily concentrated in Ulaanbaatar, leaving vast rural areas nearly empty...
A so called conspiracy theory dated 130 years back predicted 3 world wars.2 have happened as predicted. The third one seems to be in the books. One has to wonder how lucky someone must have been to create a forgery that manages to accurately predict world events more than 100 years in the future with such accuracy.
They keep banging on about the "forgery" to convince passive consumers, but it's irrelevant. Even if the content was declared on the front cover to be fiction, the message remains.
This is the mechanism of the change of global real economy to terminal decline.
This puts hard choke valves on critical fuels and feedstocks, worse than anything we have ever lived through, and which will never be relieved.
The people who suffer worst will be in the Mideast oil-countries. They will leave. That will reduce their use of oil and gas resources, leaving more for the empires.
The people in Sri Lanka know what is coming for this year's crops. This is coming to India and Africa also. Can South America get fertilizer?
This is the Limits To Growth graph of buisness-as-usual finally crashing down from the inflection of global industrial output and food output. Population is now at its all time peak...
As the guy at the table with the sign says, "Prove Me Wrong".
I can't. People always come in with technological or innovation 'fixes' in their arguments which don't factor in forest gone soil biomass on the ocean floor fish stocks water tables etc
I've read 2 of Patrick's books. He is an authority on all things Technocracy related. He has been studying it and writing about it since the '70's. There is little doubt in my mind that we are moving in the direction he has outlined.
Great read. Sounds to me like the Technocrats saw an opportunity to align with Israel's long-term desire to crush Iran to also take Iran's control of Hormuz out of the equation. Evidently, everyone involved thought the timeline would be days, not months - indicating that they bit off more than they could chew.
Interesting, but he completely ignores the BRI, as if it does not exist. That to me does not seem very realistic. The IMEC is not even global like the BRI is.
That makes his statement in the blue intro box, "If you cannot connect the dots here, then you will be left in the fog of delusion" rather arrogant, even if he is some sort of expert.
I understand your comment. There is a lot of hubris going around these days!
No one is perfect and neither is Patrick Wood. Sometimes, when one is focused on something, they need to stand back and look at the big picture. Anyway...
I’m not a conspiracy advocate, but there it is: “We regarded Witkoff and Kushner as Israeli assets that dragged a president into a war he wants to get out of”, a UK diplomat told the Guardian.
I might add Saudi to the mix as Kushner gets his next $B installment into his investment fund while the US and Saudi try to control the Iranian oil fields to maintain if not grow the dollar denominated flow so necessary to support US treasuries.
Is the reduction in supply really going to be that serious globally ? Although I remember the early 70s, which were bad, global supply of oil is more diversified? Renewables now play a far greater role. Against this, JIT logistics makes us far more vulnerable. As do single feedstock sources (pharmaceuticals, fertiliser, helium). So the shock is going to be in two phases ? Immediate supply disruption. Then shortage as the world adapts to 20% less supply? The biggest challenge is the niche products served by the gulf oil economies. The fertiliser shortage is most scary.
No, it’s “only” 20% (or 10% according to some sources), but it’s the combination of everything. Plus the continued closure of the Strait. Plus the dealings in yuan now. No more oil-for-dollars.
Then we'll probably see the final drop in stock markets, but I assume a rally in commodities (as this first shock should have already cleared a lot of margin).
Well, at least its not boring
🤣 Thanks stranger! You made me laugh. People started looking weird at me 😉
May you live in interesting times.
May you come to the attention of those in authority.
May you find what you are looking for.
Wonder write-up, as per usual.
One question I keep asking: Why was Trump allowed to win a 2nd term?
Roughly draft answer: to usher in Agenda 2030. UBI (AI taking jobs), CBDC (legislation made into law), digital gulag (X, Palantir burrowing into everything), and now an energy shock to destroy markets and make petrol beyond expensive (15 minute cities), &c., &c.
This has been the plan all along.
Another effect of the closure of the Strait of Hormuz is that 35% of the world's fertilizer is cut off, so we will see mass starvation, which will probably reduce the world's population, which the eugenicists, such as Bill Gates, have been advocating for for years.
We keep on #winning!!
I guess? /s
Bill Gates would be an odd sort of eugenist since he and his former wife have provided extensive financial support for aid programs in Africa which include programs designed to reduce HIV transmission, including transmission to unborn babies, and to extend the lives of persons suffering from AIDS.
Hard cope
You nailed it Kotanraju...well done.
Bingo!!!
"Iran published its retaliation list: Leviathan, Tamar, Karish, Tanin, Dalit, Heletz, Haifa port. Those are Israel’s gas fields and its main industrial port. They haven’t been struck yet, though by the time you’re reading this, that may have changed."
from you keypad to the eyes and ears of the Supreme Judge of the Universe...
Machiavelli: "Never do an enemy a small injury."
The Likudniks intend to crush utterly Gaza and annex the West Bank, accelerate the ethnic cleansing of Palestinians, Lebanese, and take over southern Lebanon and consolidate control over southern Syria, while the U.S. harrows Iran. It is an existential war. Iranian rhetoric seems to understand that, yes, it is an existential war. The U.S. seems to be looking for aiding Israel's expansionist project, but by half-measures balks at the global economic consequences, oscillating as Donigula's statements suggest? The "escalation ladder" is Beltway speak.
They're going to send a missile to destroy a book written by Thomas Hobbes?
Talking about some irrational hatred ah?
m-) lol.
Silver has broken down over the last few sessions. This morning is a rout. The pattern from last fall is now broken. No telling where things go from here.
The world situation is abysmal. My sense is that we will retrospectively acknowledge that the third world war has already begun. This is happening under the watch of the most incompetent group of leaders the world has seen in a long time.
This week has been a PM SLAUGHTER only accelerating today! Broken down... silver smashed below the low 70s support area and appears to be headed for MAJOR support at 50-54. I've lost most of my pre 30 Jan gains 😧 The PM crash has been faster than I expected and much worse than the stock market decline. Gold is nearing a support level of low 4K and if breaks below that we're looking at ~3,500 😲
If silver begins to near low-mid 50s I plan to buy. In what manner & how much I'm not sure. But what if silver drops below 50 😨
Stocks & real estate is still dear, while PM is heavily correcting. What to buy?
I remain a long term PM bull .
More Gold… i think that is what to buy on this weakness.
Gold has a permanent bid under it due to CB buying. So it's the safer bet.
Maybe. Without looking at it, my metals allocation is about 50% silver, 30% gold, 20% other PM & copper.
It's a statistical fact that during almost any lengthy time period in the last 20, 30, 50 years (there may be a few exceptions), silvers volatility exceeds golds.
But that's well known to me and many of us.
God help me, perhaps I just love the action, as painful as it has been lately 😉
Israeli domestic collapse is inevitable if the war continues this way. Population size, density and geography means they have less redundancy in infrastructure and no defense in depth. The majority of their population that has only inhabited it for 2-3 generations and are largely still integrated into their original home country's ethnic structures.
Iranians can flee their cities when the kinetics become continuous. Where can Israelis flee to? Gaza? Or Europe?
I expect about 100 millions people fleeing to Europe by next winter - if this situation doesn't get resolved very quickly which it doesn't look like. That will be Europes collapse because they cannot defent against those 100 millions who fight against starvation and not even water in their home countries. As bad as it sounds, nuking out the whole muslim world is Europes only chance of making it a few years longer... They will overrun Europe as the rest of the world knows how to defend themselves from them entering... You cannot defend yourself against an army of civilians.
People just have no idea of the shit show already baked in. Terrible times.
Resettle them in central Africa.
Uganda was once on the menu: Zionist Congress: The Uganda Proposal
(August 26, 1903)
When Theodor Herzl began his quest to establish a homeland for the Jewish people, he sought out the support of the great powers to help achieve his goal. In 1903, Herzl turned to Great Britain and met with Joseph Chamberlain, the British colonial secretary and others high ranking officials who agreed in principle to Jewish settlement in East Africa.
At the Sixth Zionist Congress at Basel on August 26, 1903, Herzl proposed the British Uganda Program as a temporary refuge for Jews in Russia in immediate danger. By a vote of 295-178 it was decided to send an expedition ("investigatory commission") to examine the territory proposed. Three days later the British government released an official document allocating a "Jewish territory" in East Africa "on conditions which will enable members to observe their national customs."
https://jewishvirtuallibrary.org/the-uganda-proposal-1903
oh yeah - Europe could defend their borders with machine guns and weapons - if they delibertely kill anyone that gets close - it would stop the immigrants from even starting - but no way not even with right wing politicians. Also the European population would not tolerate this - not understanding there is no alternative for them.
That won't happen in chaos. People will go to wherever they feel they have best chance of survival. Egypt and all the gulf states are basically without water if oil runs out. Those people need to move somewhere once oil has ended - if it's ending now due to wars - it means they will flee now northwards.
AI Overview
Population distribution in Mongolia [OC] : r/dataisbeautifulMongolia is the world's most sparsely populated sovereign nation, with a population density of approximately 2 to 2.23 people per square kilometer (roughly 5-6 people per square mile) as of 2023-2026. Covering over 1.5 million square kilometers with only ~3.5 million people, the population is heavily concentrated in Ulaanbaatar, leaving vast rural areas nearly empty...
Mongolia is more than twice the size of Texas,
Potable water is a problem in Mongolia, however.
Establishing the state of Israel was the worst post WW2 geopolitical mistake ever made.
There i said it.
Let's not forget the Balfour Declaration, which goes back even farther. This debacle has been in the works for over 100 years.
A so called conspiracy theory dated 130 years back predicted 3 world wars.2 have happened as predicted. The third one seems to be in the books. One has to wonder how lucky someone must have been to create a forgery that manages to accurately predict world events more than 100 years in the future with such accuracy.
They keep banging on about the "forgery" to convince passive consumers, but it's irrelevant. Even if the content was declared on the front cover to be fiction, the message remains.
Not a predictive "conspiracy theory" but instead a planning roadmap.
That's how the rich get richer - they know the plan.
"what's wrong with you, are you racist? " :)
nono, the correct word is "anti-semitist". Racist is against white people! /s
Noticing is antiseptic
Yeah like that fuckin Jeremy Corbyn, a dyed-in-the-wool Nazi if I ever saw one!
https://pbs.twimg.com/media/Dlt5V_PX0AASRGJ.jpg
Based
Great time to be debt free and grow your own food…. Hard times in bound hot!
Looking more and more like global depression. Fourth turning climax?
💯
Total massive world wide depression. I've started to get depressed already.
God help us indeed sir.
This is the mechanism of the change of global real economy to terminal decline.
This puts hard choke valves on critical fuels and feedstocks, worse than anything we have ever lived through, and which will never be relieved.
The people who suffer worst will be in the Mideast oil-countries. They will leave. That will reduce their use of oil and gas resources, leaving more for the empires.
The people in Sri Lanka know what is coming for this year's crops. This is coming to India and Africa also. Can South America get fertilizer?
This is the Limits To Growth graph of buisness-as-usual finally crashing down from the inflection of global industrial output and food output. Population is now at its all time peak...
As the guy at the table with the sign says, "Prove Me Wrong".
;-(
I can't. People always come in with technological or innovation 'fixes' in their arguments which don't factor in forest gone soil biomass on the ocean floor fish stocks water tables etc
The fundamentals are there...
Patrick Wood of Technocracy News put out a good article on what he believes this is all about.
He cites all of his assertions at the end of the article. Worth your time to read.
https://www.technocracy.news/imec-trumps-war-with-iran-is-about-global-trade/
Yes B55, I saw it here: https://www.activistpost.com/the-hormuz-humiliation-irans-mine-warfare-vs-washingtons-no-plan-disaster/ Not sure where Patrick got it - or the other way round? Nevertheless, lots of good info on Iranian mine strategy that I didn't know.
I've read 2 of Patrick's books. He is an authority on all things Technocracy related. He has been studying it and writing about it since the '70's. There is little doubt in my mind that we are moving in the direction he has outlined.
Oh yes, indeed B55 agreed. My belief is that the end result will not be met - kind of utopian wet dream. Nevertheless, lots of damage can be done in the meantime. I found this (long) treatise rewarding: https://drjacobnordangard.substack.com/p/the-ultimate-goal-of-the-pact-for
Great read. Sounds to me like the Technocrats saw an opportunity to align with Israel's long-term desire to crush Iran to also take Iran's control of Hormuz out of the equation. Evidently, everyone involved thought the timeline would be days, not months - indicating that they bit off more than they could chew.
Interesting, but he completely ignores the BRI, as if it does not exist. That to me does not seem very realistic. The IMEC is not even global like the BRI is.
That makes his statement in the blue intro box, "If you cannot connect the dots here, then you will be left in the fog of delusion" rather arrogant, even if he is some sort of expert.
I understand your comment. There is a lot of hubris going around these days!
No one is perfect and neither is Patrick Wood. Sometimes, when one is focused on something, they need to stand back and look at the big picture. Anyway...
""No one is perfect"".
Thank you 🥰
Good point, thank you.
Dang, silver below $70 & Gold at $4632 as I write this.
Did you read the link on what gold is getting whacked? Makes sense
Not yet, but I will.
I’m not a conspiracy advocate, but there it is: “We regarded Witkoff and Kushner as Israeli assets that dragged a president into a war he wants to get out of”, a UK diplomat told the Guardian.
I might add Saudi to the mix as Kushner gets his next $B installment into his investment fund while the US and Saudi try to control the Iranian oil fields to maintain if not grow the dollar denominated flow so necessary to support US treasuries.
Thanks for your analysis and the time you took writing it. It’s a depressing read, but true.
“God help us all” said the world “God just help us” said the instigators
Is the reduction in supply really going to be that serious globally ? Although I remember the early 70s, which were bad, global supply of oil is more diversified? Renewables now play a far greater role. Against this, JIT logistics makes us far more vulnerable. As do single feedstock sources (pharmaceuticals, fertiliser, helium). So the shock is going to be in two phases ? Immediate supply disruption. Then shortage as the world adapts to 20% less supply? The biggest challenge is the niche products served by the gulf oil economies. The fertiliser shortage is most scary.
No, it’s “only” 20% (or 10% according to some sources), but it’s the combination of everything. Plus the continued closure of the Strait. Plus the dealings in yuan now. No more oil-for-dollars.
That’s going to break some things for sure.
So the immediate shock is going to be far more intense and the markets have not priced this accurately yet ? Thank you for taking the time to reply 🥰
I think the first shock is about over.
I'm expecting a short relief rally, and if nothing changes (they keep lobbing missiles at each other), things will start to break under the surface.
Required reading: https://no01.substack.com/p/energy-as-the-river-of-civilization
Then we'll probably see the final drop in stock markets, but I assume a rally in commodities (as this first shock should have already cleared a lot of margin).
My 2ct
Thank you. Things already seem to be breaking under the surface. The energy article was very interesting 🥰