Mar 172022
 
 March 17, 2022  Posted by at 3:33 pm Finance Tagged with: , , , , , , , , ,


Botticelli The Calumny of Apelles 1495

 

 

Dr. D again: “Russia is going to crush the whole West. But that’s not Russia’s fault: the entire West is so rotten it’s barely been standing for decades now, and certainly since ’08.”

 

 

Dr. D: Coverage of the war in Ukraine is very spotty and polarized. The news has been shut off, universally censored in the West, and expelled within Russia and Ukraine. Nevertheless there has been much commentary on it, from The Atlantic, “Foreign Affairs”, CNN, BBC, as well as Wall Street and London traders, geopolitical historians and commentators, and others, but like birds, all following a similar flock with a similar turn. Robert Gore is one such article, and better than most, covering Alistair MacLeod’s “Inside and Outside Money”, the mentally-ill childishness of the West, and that regardless of events right now, the outcome is certainly more chaos. https://straightlinelogic.com/2022/03/16/bonfire-of-the-governments-by-robert-gore/

What’s interesting to me with even smart writers like Gore is that they can’t see the most fundamental background shift. To me, this takes some reading, but these authors have all done the reading and are better informed than myself. It’s not like they’re older or younger, and it’s not that they don’t know it. I’m sure in other articles they describe the fragility of Western Banking, debt-printing system. He does so to some extent within the article. Yet somehow Gore – and all the other articles I’ve read these last 4 weeks – miss the most basic item. They believe “Putin made a mistake” and this is not just knee-jerk propaganda, it’s “Our War”, “Ukraine is the 51st State” “Putin is bad M’kay” stuff. They really believe it. Either because of the West’s response, or because they see the West promising to Mujaheddin Ukraine with unlimited weapons and rubbing their fists in glee.

That certainly is the plan, and a good one. It worked in Afghanistan 40 years ago, even as it never worked at all in Syria last year. These NeoCons behind Nuland and Kagan are now all so old they probably didn’t notice and are proceeding anyway. However, none of their plans in Ukraine will happen for very simple reasons. In addition, Putin knows that was their plan for 10-20 years, as well as to take Ukraine and use it to attack and crush Russia going back to the CARTER administration, i.e. Brzezinski. I mean, really? For the love of Christmas, here? That is to say, Putin and the Russian thinkers happily take the West’s open, public, transparent, unchanging plan and figure out what items must be in place to successfully and safely respond to it. And although they are winning in Ukraine (what else? They have an army 3x their size) that’s not the Russian true field of battle. Nor the tactics the West expected. I don’t know why this is so hard to understand.

 

Normally, I’d say Russia thinks differently. They are half Eastern, half Western they say, and when interacting with Europe LOOK like a Europeans, but then respond softly and go around. This makes them appear weak to us even as they talk tough. Maybe that’s why we constantly think they’re bluffing, the way we would, when really Russia could hardly be more straightforward if they tried. Indeed Lavrov’s top complaint in Turkey last week, but going back years now is that he’s telling them directly how things are and what will happen and like goldfish the West, the media, forget a second later and cannot hear, reporting a different, unrelated thing they fabricated, writing what “he thinks” and “what he meant to do” using their Putin-telepathy.

It’s like this: Russia is going to crush the whole West. But that’s not Russia’s fault: the entire West is so rotten it’s barely been standing for decades now, and certainly since ’08. If not; well, Russia dies. They know this. But Russia will not die because they have been patient and careful and picked a time where the West is badly over leveraged and incredibly past their time. So yes, the West spent billions, possibly trillions at this point to subvert Ukraine and Russia had to respond to them, the West’s armed invasion and takeover of Ukraine, and that’s fine. It’s a ship you can see coming a mile away.

“Russia responds” means the West’s propaganda will kick in and they will want to start WWIII on them, a total war which Russia probably cannot survive the combined forces of all NATO countries worldwide. So that’s a consideration, and unlike the West, who wants war anyway? Like Britain, Russia essentially has one city, Moscow, and a war will erase it, so there is no reason to take that path.

Russia is not fighting a “war” they are not “fighting” in Ukraine, it’s merely a minor police action, and that’s the first of things the West doesn’t understand. They think all Russian attention is on Kiev. They wanted all Russian attention and invasion locked in Kiev, and the West was depending on all the camera shots of destruction and dead civilians. I don’t think Russia even wants Kiev, or they would make at least some attempt to approach it. 500 civilians killed I’m hearing? THAT’S NOT A WAR. It’s hardly a police action. Maybe they don’t understand war material in the 21st century, but Russia could have leveled Kiev an the other cities in under 30 minutes including all their 5 million people if they wanted. Russia’s attention is on the real war.

 

As the WHOLE WEST, that is, the Anglos running NATO, are fully engaged in attacking Russia and economically conquering it, as Joe Biden and Nancy Pelosi say daily “Our War”, to safely stop the war Russia can only attack and disable the WHOLE WEST and NATO in return. Nothing else will do. It’s possible to detente at some point, freeze the conflict, but if the West does not fall, Russia is in danger and will be overrun. So they have to attack the West, a combined UK, Germany, Europe, and America. It appears they do not intend to do this using sabotage, attacks on rails and substations, EMPs. That would merely anger the U.S. for instance and galvanize a deeply reluctant population to support the war no one wants. It’s off the table. Instead, they are merely going around the whole West, in Eastern style.

What is the West? As Gore says, it’s a CONSUMER. Of everything. They print debt and consume things, net producing nothing. So Russia is passively embargoing them. That’s it. And with some help from China, that’s the whole plan. And it’s worse than that, Russia isn’t even trying to embargo the West. There is no need; the West is using the war to embargo themselves. This is the highest moral good, as Russia can remain completely clean of the matter, being the good guys, offering and having tried everything they could. When wheat, fertilizer, oil, metals, electric, are all shut off across Europe, citizens will ask their governments what happened. Those governments will point to Russia, but it will be no use: it will be plain to see that Russia was selling these life-giving goods to Europeans, and is still trying to sell them to Europe now. It was the European LEADERS, the bankers, billionaires, who refused to BUY them. This will not wash with a cold, hungry public.

The West is also LEVERAGED. In fact that is the key takeaway from the West, their power, and their Central Banks. They can win wars because they can produce more “gold”, that is, more “money” to throw at an ongoing conflict. But leverage goes both ways. On the way up, 10:1 gets you ten wins for a single ante, a golden goose. On the way down however, the removal of a single ante, one underlying asset, leads to a 10-fold loss. And the West is leveraged not 10:1 but 300:1 and more as Jeffrey Christian points out in a single market such as gold. But this is true as mortgages become MBS as in ‘08, in bond derivatives, in stock market margin levels, in credit cards, car loans, and everywhere else, right down to borrowing, that is, “leveraging,” to buy a cheeseburger and fries in Muncie, Indiana.

 

What is leverage? To borrow more than the value of your collateral. What is collateral? Real Stuff. But the West doesn’t make Real Stuff. The Real Stuff comes from others, and to an outsized level, from Russia. To a great extent, Russia is the collateral for the West. The prosperity of Germany, France, BP, Tesla’s Gigafactories, rest on Russian oil, gas, and aluminum. No gas or aluminum, no Gigafactory. No Gigafactory, no $1 Trillion dollar market cap. No $1T market cap, no 36,000 Dow. Poof. And that’s true of Volkswagen, Bosch, Bayer, Jaguar, and the banks that rest on them: DeutscheBank, Credit Suisse, HSBC, Lloyd’s. And the loss of those markets, companies, banks, would not leave New York standing. Morgan can hardly prosper if London, Hamburg and the commodity exchanges fail and stop trading as the LME did this week. They cannot make margins on the Russian banks and Russian trade they are no longer facilitating. They too will fall into a spiral of counter-leverage.

What is leverage? Let’s say the leverage at 300:1 makes NY and London appear 300x stronger than they actually are. So the end of that leverage makes them 300x weaker than they appear at present. And as we’ve said the bank leverage is what makes them able to field armies and pay for wars. So the end of leverage makes them UNable to field armies and pay for wars. Especially when they themselves refuse to receive all the raw commodity supplies that let them do so. In this structure they are planning to maintain a conflict with no coal, oil, gas, steel, aluminum, titanium, uranium, palladium, neon, and so on.

So what is Russia doing? Like all colonies, they are the raw material producer to the Imperium; the Empire, and the Empire’s Army. If, like America, they wish to rebel against that Empire, they will shut off the raw materials to the Empire, who then cannot run an effective army. This is why they behave as they do. They must go to Ukraine as Biden said in 1994, and as Biden insured with arms, arranged with his policy, and permitted in his words, saying as they did in Kuwait, a small incursion would not be met with force. And should the world remain as it does today, indeed the West would keep the conflict running indefinitely, bleed all of Russia, and kill all the Slavs, of which there are already too few.

 

But the world will NOT remain as it does today. In withdrawing, Russia has erased the collateral for the entire West and their banking system. As that echoes through the Western financial system there will be great disorder and disruptive bank and corporate failures. Likewise, they will not have commodities to re-build their own structure as they once did in 1930, or not for a long time. The West has positioned themselves to refuse to buy from Russia, come what may. For their part, and being a small country, Russia could not have withstood this lack of commerce, or at the least would have grown a lot weaker, too weak to resist more Western forays into their territory and sphere of influence. That is what took so long. But now, they will not have such a loss of commerce, as they merely sell all the same goods to China, weakening the West even more.

You see, if Europe doesn’t want, won’t accept raw goods, they get weaker of course. And also the opposite, where if China DOES get them, and at an enormous discount to today’s disruptive prices, obviously China will grow far stronger. How can Europe compete with $3,000 aluminum – or having no aluminum – when aluminum in China is $2,000? They already couldn’t compete before. How can Germany fill their factories with employees eating $20 wheat when China is well-fed and eating wheat at $9?

It’s the West that is going to bleed with the Mujaheddin, not Russia.

 

Going back to Ukraine, if the West wins, all is lost, nothing matters. However, if the West weakens due to worldwide shortages, hardships, banking failures, corporate bankruptcies, currency collapses, then they cannot arm Ukraine as they believe. They won’t have the time, money, or attention to do so. American soldiers will have to return home on a city bus, and not from palatial airfields. In any case, the 100,000 men America has there will be of little use with no food, no supplies, and no supply chain to back them. And if this is so, Ukraine will become Russian, or at least solidly within the Russian sphere of influence again, because will Ukrainians wish to eat, grow crops, have aluminum? Yes, and Russia will look prosperous compared to London at that time, with access to all Chinese goods while the West will not.

So why would you destroy Ukraine? Or even their people? It’s your own country, and your own people.

This is what the West doesn’t understand, as we are required to have a blitzkrieg, a Schwarzkopf rush to the great capital, a surrounding army destroying radio, electric, roads, water. Why would Russia ever do that? To win, they will have to “own” Ukraine or be merged with them in some way and would simply have to rebuild it. Same with the people. You need Ukrainians to be for Russia, not against it. So killing civilians – or even the valuable army – is strictly counter-productive. If it were possible, they would be best to harm nothing and kill no one, “The Art of War” writ large, but of course in war that is not possible. However, 500 civilian deaths in 4 weeks of modern war is as close as possible to killing no one, and demonstrates their goals and values.

This is the cause for the West to say Russia is “bogged down”, they’re losing. They’re not losing, they’re winning. They are saving the lives of fellow Russians, brother Slavs, while nevertheless gaining control of the country. And this without hardship, as the power is on in Kiev and elsewhere, and people are driving, shopping, and going to work. No unnecessary Ukrainians have been inconvenienced. The trains are running on time to Poland and elsewhere. Why would taking a fully intact country be considered a “loss”?

This is the situation we find ourselves in, and the Russians have been very clear about it. About their needs, their goals, their approach.

 

The West is being boycotted. They have embargoed themselves. They are a stark minority on planet earth, taking too much and making too little. The embargo they have placed on themselves will collapse their banking and financial system even as their manufacturers cannot function when lacking raw materials. They cannot rebuild for many years and will go hungry. They cannot prosecute a war in this state, and in any case the people are not in favor of it and will not let them. But there is good news! The West can behave honestly, buy from Russia again, and end their unnecessary war and their own hardship at any time. Both the realization, and the reversal may take some years however, and we’ve only just begun.

This is what Russia is doing, and why they aren’t worried about Ukraine.

 

 

 

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Home Forums The West Is at War with Itself

  • This topic has 22 replies, 18 voices, and was last updated 2 years ago by Dr. D.
Viewing 23 posts - 1 through 23 (of 23 total)
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  • #104397

    Botticelli The Calumny of Apelles 1495     Dr. D again: “Russia is going to crush the whole West. But that’s not Russia’s fault: the entire
    [See the full post at: The West Is at War with Itself]

    #104398
    Mr. House
    Participant

    I agree with Dr. D’s sentiment. It’s even playing out in the West if you think about it. Since 2008 .gov has become an ever larger share of the countries GDP. As .gov begins to consume more and more of our economic output it selects the winners and the losers. Which goes to explain the urban vs. rural divide. Since 2008 .gov has lavished the university system by taking on all debt of the students they brainwash with “good” thinking. Since 08 and certainly before .gov has become an ever larger portion of the healthcare industry. Since 08 .gov has financed the tech bubble by essentially making money for connected people free with super cheap loans. Where does all this money end up? In the cities where most of these people and institutions are located. People that work in cities generally are paper pushers. They have endless meetings that accomplish nothing and many of the jobs accomplish nothing. And since these people get endless cash from .gov they assume it is because of merit and they must be better then those “deplorables”. Is the divide between the two regions beginning to make sense? And why they seem to be polar opposites? I think it even fits in with what we’ve read the past few weeks with regards to insider money and outsider money when thinking of Russia and China making their moves to displace the dollar now. Urban= insider money and rural= outsider money. Which also explains why you see such a difference between the two on covid (benefits healthcare and megacorps ala insider money) and the Ukraine.

    #104399
    DarkMatter
    Participant

    Excellent description by Dr. D.
    I thought to post a link to Sting’s I hope the Russians love their children too..
    The problem is regardless of Russian desires the rulers of the west don’t want peace. They may say they do but they never negotiate in good faith which is a prerequisite for peace. There is too little power and money in peace and too much of it to be got in war. The companion song should be “I wish the west loved their children more than power and money.” But they seemingly don’t and it may be the death of us all.

    #104400
    straightwalker
    Participant

    Excellent, Raul! Thank you for bringing us Dr D and Botticelli, a similar light in each.

    #104401
    anninvancouver
    Participant

    brilliant analysis – totally agree

    #104402
    Red
    Participant

    Great summary Dr. D, and Mr House the GDP thing never made any sense to me. If .gov spending goes up it’s good for the GDP. How’s that again? Spending more than you’re taking in is a good thing? More prisons and more sick people is a good indicator of what? .gov employees can get under my skin sometimes when complaining about all the taxes they are paying, at some point I’ll have had enough and just shoot back with “you don’t pay any tax, you give some back”. You can usually see the hamster wheels winding up, I just walk away at that point.

    #104403
    Professorlocknload
    Participant

    Can’t help but wonder what Thucydides would say about the West’s frantic death throes these days?

    #104404
    Maxwell Quest
    Participant

    I would like to see Dr. D’s analysis cross-posted on every alt-media site by the end of the day. Make it so Number One!

    This is currently a war to control humanity’s hearts and minds, as much as it is to control the world’s natural resources. That has been my battlefield for the past few years, just as it’s been for many others who visit TAE. From where I sit we are winning this battle. If you compare where we were one year ago with where we are today, you will come to the same conclusion.

    With that in mind, I can’t help but wonder when they plan on throttling the entire internet, which has been our greatest weapon in this battle?

    #104405
    Dr D Rich
    Participant

    Once again it’s D’s overly constipated style.
    What’s wrong with constipation!
    I enjoy it everyday.

    Yet, D doesn’t see “it” either, that is, the next chess move for the U.S. to counter Russia.

    Take Saudi Arabia…
    and see how much Putin’s Russis is motivated to defend their homeland and natural resources on the Arabian peninsula. Not I think.

    Or observe how much Xi Jinping’s Sino-inscrutability protects its trading partner King Abdulaziz Al Asad. Not at all I’ll wager.

    So the central thesis is, can my country’s lunatic leaders only be motivated by their jealousy of Putin’s and Xi’s bonafides, balls and all-around chutzpah? Maybe there is something about being led by ladies, gays and effeminate men that brings about a challenge from our stated enemies.

    #104407
    Mr. House
    Participant

    @Red

    My fav are the people who work in higher education and also want the debt they piled on to the students to pay their overly high salaries, forgiven. Not understanding they are the cause of all that debt.

    #104412

    Dr. D,
    Your email does’t work anymore. Please send a fresh one

    #104413
    Oroboros
    Participant

    “We know they are lying, they know they are lying, they know we know they are lying, we know they know we know they are lying, but they are still lying.”

    —Solzhenitsyn

    .

    #104415
    Germ
    Participant

    An appropriate listen:

    #104418
    Germ
    Participant

    #104419
    Germ
    Participant
    #104420
    Michael Reid
    Participant

    Thank you for the clear analysis.

    So the West is being jabbed to death, plus now sanction related economic destruction and starvation to follow. And maybe no one wants our money anymore. Is this like one of those bombs where only the people disappear.

    #104421
    zerosum
    Participant

    NATO IS OBSOLETE.
    MAKE PEACE.

    Therefore, the riffraf want gov. to spend 2% of GDP on feeding refugees that resulted from spending 2% on guns.

    #104422
    Veracious Poet
    Participant

    The West (NATO, U$ Empire Inc., et al.) have devolved into the Empire of the Child…

    Emotionally & mentally disturbed children engage in “magical” thinking to fantasize about a an alt. reality where all of their wishes, hopes & dreams come true, as they age without “maturing” they break the Natural Rule of Law, ie harming others, to achieve the goals of their self-centered trances, becoming takers that have less & less propriety for normal, healthy thinking>behavior.

    The Empire of the Child has been led into a certifiable state of Mass Psychosis Formation, placing dissembling spin above fact-based reality ~ This is now clearly to seen, comprehended & realized by non-western powers (China, Russia, India, Brazil, Middle East, et al.)…

    Unfortunately, for all of humanity, western civ still delusionally believe they are of the same stock that turned the tide in WWII, when in fact they couldn’t even win a conventional war vs. opiate farming sheep herders.

    Real reality is that only non-conventional weapons (nukes, bio/chem weapons) allow the The Powers That Be aka Too Big To Fail to be illusioned that they can play Global Police Bullies on the geo-political playground, leading to all sorts of insanely corrupt thinking & behavior that has firmly placed western civ in the wrong, creating adversity where there should be none…

    There are other games afoot, especially against western civ’s own populations, which may also be part & parcel of the sanctions that will rain ruin upon the “special” people, but TPTB/TBTF will always point to an external boogeyman to distract from the actual goals of the “owners” that have been publicly telegraphed for 50+ years now, but a society in Mass Psychosis will fail to recognize the threats, fantasizing with their “magical” thinking that it can’t happen to them, always someone else will suffer.

    Unicorns & rainbows with skittles in-every-pot, forever without end…

    Real reality is about to cra$h the party.

    #104424
    Veracious Poet
    Participant

    Note: Not everyone in the West is lost to Mass Psychosis Formation, just like some children don’t have to be taught not to lie, cheat & steal, but most do…

    A handful of Us have been Enlightened by The Infinite, surviving behind the lines in a predatory, indeed suicidal culture (CULT).

    There are also many that could be led back to sanity, but thus far the propagation of going-along-to-get-along hasn’t created enough disparity to produce “sane” leaders to push back against “The Narrative”, but the pain is about to be heaped upon western civilization ~ The “owners” are anticipating the emergence of “real reality”, which is why communications have become throttled by the “CULT”…

    With that said, no nation state in history has ever survived “multiculturalism” 😐

    I’m not talking about race, creed, color or religion ~ I’m talking about a unified culture in America that as a majority hold these truths to be self-evident, that ALL men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness.

    Everyone sees & knows, that other than pandering lies, that is not America’s culture in 2022…

    Some of us have known it for decades, but were ignored, labeled as conspiracy theorists, racists et al. & finally cancelled for telling the truth ~ Some of us just gave up.

    #104427
    chooch
    Participant

    There are six things with Allah for the martyr. He is forgiven with the first flow of blood (he suffers), he is shown his place in Paradise, he is protected from punishment in the grave, secured from the greatest terror, the crown of dignity is placed upon his head—and its gems are better than the world and what is in it—he is married to seventy-two wives among the wide-eyed houris (Ar. اثْنَتَيْنِ وَسَبْعِينَ زَوْجَةً مِنَ الْحُورِ الْعِينِ) of Paradise, and he may intercede for seventy of his close relatives.

    (No popcorn in paradise)

    https://www.theguardian.com/world/2002/nov/24/theobserver

    #104428
    Bill Roope
    Participant

    Really nice post. At least to me, it stated the situation perfectly.

    Russia is deprived of McDonalds, Facebook, CNN and the financialization surcharge.
    Sells all its oil, wheat and gas to China at a discount which is still higher than the global price before the war started. Buys whatever it needs from China.

    China knows clearly that if the west does take down Russia and get access to Russia’s raw materials it will be the next target for destabilization and exploitation. And does what it needs to do.

    Europe losses oil, gas and wheat etc. Only choice, come a begging to Russia or hope America can help.

    Part of America will be OK if it gets its mind right. There is lots of good land, raw materials and strong people that can make and grow things. Especially, there are a lot of people that can do damage control, improvise and survive maybe even thrive in chaos.

    Japan, has wonderful social cohesion and great ability to rebuild after disasters, but way too many people for its resource base. If the ships and planes ever stop coming, that’s all she wrote. Japan’s population now is roughly 4 times what it was when Japan was totally self sufficient 170 or so years ago. And, its people are no longer mostly small hardy farmers with some merchants and warriors.

    Okinawa will just be happy if the American military finally goes home.

    #104429
    Susmarie108
    Participant

    Every word thoughtfully chosen. Thank you for bringing it all TOGETHER, Dr. D.

    Hat-tip Ilargi for headlining this insight.

    LOVE to all.

    #104441
    Dr. D
    Participant

    Yes, the sentences are terrible. I have too much to say and not enough time this week to trim it down.

    The next questions are upcoming. The financial attack = zero. Huge chunk of the world is shut off, all profits bonds and flows stop, No substantial change in the West financial system. Russia delivers stunning evidence to the UN Security Council. Nothing. Hunter laptop confirmed real, confirmed involved Joe “The Big Guy” in Ukraine and China specifically. Nothing. 40% increase in youth death. De nada. 4-fold increase in gas prices? Who cares? Powell hikes and promises 7 more? Yawn.

    There is nothing that can happen – nothing – that can lift the hypnosis of our culture. As clearly death has not, I don’t see why hunger should. Does Russia need to nuke us to get our attention? Make us behave seriously? I simply do not know.

    We’re so childish, magical, and psychotic, we think we’re ready to attack China at the same time: “How the U.S. can take advantage of the Russia-Ukraine war to defang China” –MSNBC

    As to counter-moves, first, there is a rumor Russia discovered that the gold they had ready for this financial war WAS STOLEN, shipped overseas on lease-loans for couple extra bucks by their own Russian traders. And they are now in Upper Siberia. That would be a dangerous blow if true, but such is war.

    Next, yes, they are trapped as Turkey surprisingly is against Russia, blocking the straits or threatening to. Syria is somewhat far away. China is an ally, but are they trustworthy? Will they act when they must, when Russia needs?

    And I don’t know we will attack Saudi because Saudi Arabia has no oil. Gawar was at a +90% water cut even 10 years ago and their other fields are as old. That’s why they’re attacking Yemen, a war which is failing and so they can’t pump there either, not even hypothecate the drill holes they can’t make. But the point stands. As Ukraine and Syria had a sudden and miraculous uprising the minute they didn’t side slavishly FOR the West, who is looking for a new miraculous uprising today?

    I’m not sure, because I think they’re too busy. They also seem to have thought their plans would work and they have nothing to fear except to play long and maintain pressure. I wouldn’t want to give them a lot of time though. Their minds are turned to murder and starting new war every minute of every day, and as Biden just showed, think nothing of blowing $800M to start one while ever more citizens live in tents at home. And although poorly supplied right now, that won’t last long. Food can be shipped, leaving America hungry, and weapons can be made and multiplied. There’s a time window where the West must crack or they will wear out Russia’s initiative.

    But Russia cannot back down, even if they must start WWIII. The West and NATO will not let them.

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