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 June 1, 2026  Posted by at 9:21 am Finance Tagged with: , , , , , , , , ,  Add comments


Hayami Gyoshu Tea bowl and fruits 1921


Trump Toughens Terms Of Iran Deal, Bessent Shows Tehran’s ‘Big Mistake’ (ZH)
President Trump Discusses Current Status of Iran Negotiations (CTH)
The People’s House Has a Clinton Memory Problem (David Manney)
Manufacturing Consent for Trump’s Invasion of Cuba (Bannan)
“It’s All So Tiresome”: UK Social Media Ban Trudges Ever Onward (Kit Knightly)
Le Pen Leads Every Major Rival In New French Presidential Runoff Polling (RMX)
Mike Steger on President Trump’s American Manufacturing Surge (CTH)
America’s LNG Boom Is Real – But China Is Planning Beyond It (OP)
Volodymyr Zelenskyy Appears on Face the Nation (CTH)
CNN’s Dana Bash: 250th American Anniversary Should Not be a Joyful Event (CTH)
A Conversation About Artificial Intelligence -AI (CTH)
Walt Disney’s Carousel of Progress (Queen)

 


 

https://twitter.com/GuntherEagleman/status/2060831724641386610?s=20 https://twitter.com/catturd2/status/2060762825044230157?s=20 https://twitter.com/PrometheanActn/status/2060787022378205554?s=20 https://twitter.com/MAGAVoice/status/2060841449122656429?s=20

 


 


“Kharg Island is shut down. That’s their big oil loading facilities, and that means that they’re going to have to start taking down the wells..”

Trump Toughens Terms Of Iran Deal, Bessent Shows Tehran’s ‘Big Mistake’ (ZH)

Fresh Sunday reporting in the NY Times says President Trump has responded to Iran’s refusal to budge on giving up its nuclear material by tightening US conditions as part of a Memorandum of Understanding to get back to the peace negotiating table. “President Donald Trump has toughened the terms of a potential framework for a deal to end the war in Iran, and has sent those proposed changes back to Iran for consideration, according to three officials,” NY Times writes, but didn’t disclose what the precise changes are.


The report then speculates on where these changes likely focus: “Trump has been concerned about parts of the potential deal that would include unfreezing funds for the Iranians, two officials said.” Citing frustration at the slow pace of Iran’s response to the proposals, it adds, “He has been harshly critical of President Barack Obama for doing the same in the more than decade-old agreement that was signed to curtail Iran’s nuclear program.” Tightening the proposals is meant to ratchet up the pressure and ‘force’ the Islamic Republic to respond quicker and agree to a deal. However, the Iranians have time and again rejected being ‘dictated to’ by Washington, as its top negotiator Ghalibaf spelled out days ago. Meanwhile there’s been a recent change in tone when talking about Iran’s military, from Trump himself:

Iran Still Not Budging on Nuclear File
This also comes after a two-hour Friday Situation Room meeting Friday wherein it became clear there was no deal yet to be finalized. According to more from the Times: The official added that Trump’s changes — a new, tougher proposal — were potentially intended to speed up the process by putting pressure on Iran to accept the framework already sent to Iran’s supreme leader, Mojtaba Khamenei, for approval. Reaching the supreme leader has been difficult, so any changes to the document, known as the memorandum of understanding, could mean additional delays.

But for pressure to work, there has to be signs Iranian leaders are getting nervous or desperate – and so far they’ve not urged Washington or Pakistani mediators for some kind of grand compromise. Instead they’ve repeatedly sworn that Iran’s highly enriched uranium will never be transferred to the possession of the United States.

[..] Bessent: Iran’s ‘Big Mistake’
Still, US Treasury Secretary Scott Bessent is busy on the Sunday news shows talking tough. He told Fox in a new interview that Iran made a “big mistake” by attacking its neighbors in the Persian Gulf, within the past week. A US base in Kuwait was also reportedly just attacked by a ballistic missile, which was reportedly intercepted – but falling debris injured five US personnel. “We had many very good allies who maybe weren’t completely transparent with us on the money — Iranian money that was in their banking systems — all of a sudden became very compliant in terms of being willing to turn over accounts or help us freeze block accounts,” Bessent told Fox News.

“And then the third part was the incredible blockade. I really think it’s the economic blockade of funds and the physical blockade of the ships not going in or out of the Iranian ports,” he added. “Kharg Island is shut down. That’s their big oil loading facilities, and that means that they’re going to have to start taking down the wells,” Bessent said. And yet, there’s nothing officially disclosed to show this is actually happening – though the Iranians have no incentive to publicize it. But time will tell.

IDF Plunges Deep into Lebanon, Captures Crusader Castle
Some Lebanon war latest, via Al Jazeera, as ceasefire unravels: “Israeli Prime Minister Benjamin Netanyahu says he has “instructed the Israeli military to expand the maneuver in Lebanon” after the occupation of the strategic Beaufort Castle, which he says marks “a dramatic change” in Israel’s operations.” The Israeli military claims to have killed 900 Hezbollah “terrorists” since the start of the “ceasefire” on April 16. It added that the army had struck dozens of Hezbollah sites since this morning. nLebanese Prime Minister Nawaf Salam has accused Israel of pursuing a “scorched-earth policy” as Israeli forces expand their ground invasion.

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He likes talking to her..

President Trump Discusses Current Status of Iran Negotiations (CTH)

Appearing for an interview on Fox News with his daughter-in-law Lara Trump, President Trump explains the current status of the negotiations with Iran and more of the details within the deal as tentatively outlined.

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“We’ve reached the point where Hillary should leave for whatever mansion she calls home and make Bill a sandwich, sit in the living room, and knit a scarf. ”

The People’s House Has a Clinton Memory Problem (David Manney)

My favorite villain from Grimm’s Fairy Tales is back! Hillary “At this point, what difference does it make?” Clinton posted another lecture about President Donald Trump, and the internet did what it does best. It opened the old file cabinet, pulled the receipts out, and slapped them on the table, saying, “Bob’s your uncle!” Clinton claimed Trump had left a third of the People’s House in rubble and another third looking like a cage match, meaning the White House ballroom work and the UFC setup tied to the Freedom 250 celebration.

The post was meant to sound grave, wounded, and patriotic. You know, like when she and Chelsea dodged sniper fire that one time in Bosnia. Unfortunately for her, it landed more like a woman walking into a rake, throwing anashtray at her husband, and blaming the rake. Retired Lt. Col. Robert “Buzz” Patterson, U.S. Air Force retired, answered with the sort of memory Clinton probably had wished stayed boxed up in the basement.

Patterson served as senior military aide to President Bill Clinton from 1996 to 1998 and carried the nuclear football, so he didn’t learn White House culture from coffee-table books or campaign ads. He lived inside the system, watched the Clinton years up close, and remembered the exit from 2001 well enough to ruin Hillary’s little sermon about sacred spaces. n The Clinton record gave Patterson plenty to work with; when President Bill Clinton and Hillary left the White House in 2001, controversy followed them out the door. This, if you think about it, balanced the scales because Bill’s and Hill’s background was, let’s just say, colorful when they entered the White House.

The Clintons had reported keeping $190,027 in gifts, and scrutiny later focused on items donors said were meant for the White House, not for the Clinton family. They returned $28,000 worth of furnishings and agreed to pay $86,000 for other gifts. Anybody can argue cataloging errors all day, but the timing and optics were bad enough to survive 25 years of political memory. The mess didn’t stop with furniture. The Government Accountability Office reviewed the 2001 transition and found damage, theft, vandalism, and pranks occurred in the White House complex. Staff described messy offices, excessive trash, offensive signs, damaged government property, and missing items.

Former Clinton staff pushed back on some claims, and the GAO noted disputes over intent. Even with those caveats, the official record doesn’t read like a team leaving behind a spotless civic shrine. It reads like an exit that needed adult supervision and a better checkout sheet.Clinton’s criticism of Trump’s White House work also skipped the obvious point: presidents change the White House because the building serves as a living office, not a museum under glass. Trump’s ballroom project was presented as a 90,000-square-foot addition with space for 650 seated guests, far more than the East Room can hold.

Critics debate cost, taste, process, and scope. Hillary, however, opted for sanctimony, which works poorly when her White House history still sits there like a dented file cabinet, maybe in the shape of another ashtray nobody throws away. Patterson’s response cuts because it didn’t need polish. Public figures forget that old stories don’t die anymore. They wait, sitting in archives, screenshots, reports, old articles, government records, and the memory of people who stood close enough to see the dust.

Hillary Clinton tried to cast herself as guardian of the People’s House while President Trump stood accused of ruining it. The internet answered with a reminder: the Clintons once left Washington with their own White House baggage, and no amount of elegant outrage can pack it away again. We’ve reached the point where Hillary should leave for whatever mansion she calls home and make Bill a sandwich, sit in the living room, and knit a scarf.

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I think both Trump and Rubio would prefer no violence.

Manufacturing Consent for Trump’s Invasion of Cuba (Bannan)

These days, most of Havana’s streets are fairly empty of cars, but full of people walking or riding bicycles, electric bikes, electric “tricycles,” or scooters. Trash has piled up on most corners where regular pick-up has become impossible given that the garbage trucks have no gasoline. The average conversation starts off with comparing who’s gone the longest without electricity. The sympathy flows, as you exchange stories of what else you are going without: water, gas, food, medicine, transportation. People list the family members they haven’t been able to see and the medical appointments they’ve missed. Inevitably, someone will say better days are coming—“because they have to”—and to keep moving forward.


This week alone, the US Department of Justice indicted Raul Castro, the former head of state, who’s now 94 years old and largely out of public life. In addition, the Supreme Court gave a green light to Cuban-American-owned companies with property claims in Cuba from 67 years ago to sue tourist industry actors who “profited” from that land. Secretary of State Marco Rubio continues to grow more and more publicly agitated with Cuba’s refusal to bow to his demands, and Trump’s consistent incoherence shows an absolute lack of any clear policy position towards Cuba, aside from one that may economically benefit him and/or his family.

The indictment of Castro is a page taken from Trump’s playbook on Venezuela from earlier this year. There, the administration indicted a sitting head of state, Nicolas Maduro, as a legal pretext for a military intervention, which was labelled an “emergency” and thus not an act of war that would require Congressional approval. The administration staged a geopolitical coup d’état involving international kidnapping, acts of war in plain violation of international law and the U.N. Charter, and then imprisoned that leader as a message to the world of what happens to those who defy US interests. Such indictments serve as purportedly fixed legal fictions for shifting political pretexts.

In Venezuela it was supposedly the state’s support for criminal enterprises and gangs, which was the justification for the Trump administration’s stated reason for the extrajudicial killing of nearly 200 civilians in piracy actions in the Caribbean. Once Maduro was kidnapped and jailed, the administration has stopped talking gangs and narcotrafficking rings. In Cuba, the Justice Department’s indictment of Raul Castro is a clear response to the political forces that commanded it. As the island nation is not complying rapidly enough to the changes demanded by Washington, the administration has escalated its threats, military preparations, and legal actions, albeit largely symbolic in nature.

Rubio’s Escalation of Threats as Campaign Messaging
For decades, Marco Rubio has pushed for privately what the Cuban-American community in south Florida has not achieved in nearly 70 years: to run Cuba’s political and economic system remotely from Miami and Washington. These remote “owners” of Cuba have driven and financed Rubio’s political career, leading to this moment where he is adamantly (though unsuccessfully) trying to sell the American public that Cuba is a national security threat while simultaneously telling Cubans that their government is too weak to protect them. That inherent contradiction and incoherence, long the basis of US policy towards Cuba, have never been more dangerous than at this moment when Rubio’s rage and blind ambition to cause widespread destruction is bolstered by Trump’s monarchical goals.

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Brits don’t like democracy.

“It’s All So Tiresome”: UK Social Media Ban Trudges Onward (Kit Knightly)

The UK government’s “consultation” on social media harm is over, and – brace yourselves – it turns out they’re going to have to do something about it. I know, I was shocked too. The main talking point is that “social media is like cigarettes”. Everyone is saying that, it’s the meme of the day. It’s a sentiment originally taken from a new report submitted to the consultation by the Academy of Medical Royal Colleges.Titled “Growing up in an online world”, it contains this hilarious line in the foreword: …there is, I think, an overwhelming consensus that excessive screen time can harm children and young people and we need to call this out unflinchingly rather than passively wait for someone else to prove causation”.


Which is a pretty neat summary of how our political system works in general, and certainly in this case: We don’t know if there’s even a problem yet, but by God we’re gonna do something about it. That the something they end up doing makes them rich and powerful is just one of the curious coincidences tyrants can always rely on. {Sidenote: This morning the BBC had “Overwhelimg consensus” in their headline on this story, but at some point the absurdity of that quote was realised, and the headline changed. Now there’s this disclaimer near the end: “There is no consensus among the wider scientific community that screen time overall is harmful to children.” Funny stuff.}

Elsewhere, the report wails about “a wave of radicalized children” who pose “a real risk to society”, and calls social media “an incredibly powerful and uncontrolled commercial detriment to health”. In a similar vein, The Guardian is warning of a “tsunami of harm”, and has assembled an all-star cast of interested parties to talk up the scariness of social media meanness. After meeting with “bereaved parents” earlier today, Keir Starmer has “vowed to take action”. His potential rival for the leadership has been even more vocal. Political eunuch and leadership hopeful Wes Streeting is all over this, campaigning hard to be the next disposable suit full of bugger all to “lead the country”:

He thinks a ban should be “just the start”: Social media should be treated like tobacco – it’s extremely addictive, bad for our health, and big tech is borrowing the big tobacco playbook to avoid regulation. We’ve got to give our children their childhood back […] A ban for under-16s must be the start, not the end […]We have given the pen to tech moguls to write our future for us. It’s time to take the pen back.” Streeting is an idiot whose ambition outweighs his intellect by a factor of ten, and who clearly doesn’t understand the rules of the game he’s playing.

Some political handler behind the scenes probably told him to go hard on this issue because it will make him look tough and assertive, but the likely truth is he’s being wheeled out as the extreme option so a “sensible middle ground” option – probably Andy Burnham – can enforce “common sense policies”. What will those policies be? It doesn’t really matter, but we’ll get to that. Technology Secretary Liz Kendall, notable only for garnering less than 5% of the vote in the 2015 leadership election, is out there promising “action”:

…they haven’t decided what “action” yet, exactly but it’s definitely going to happen.

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“The French people have been betrayed. In 2027, we will restore a democratic vitality to France by returning power to the peopl..,”

Le Pen Leads Every Major Rival In New French Presidential Runoff Polling (RMX)

Marine Le Pen would beat every major rival in a second-round French presidential election runoff, according to new polling that hypothesized her eligibility to stand in the election expected in April next year. A Toluna-Harris Interactive poll for M6 and RTL, conducted on May 27, found Le Pen ahead in all three tested runoff scenarios when she is the National Rally candidate. The strongest result came against far-left leader Jean-Luc Mélenchon, with Le Pen taking 67 percent to his 33 percent. She also defeated former Prime Minister Gabriel Attal by 54 percent to 46 percent, and former Prime Minister Edouard Philippe by 52 percent to 48 percent.


The figures are significant because Philippe and Attal are among the most prominent names in the broader Macron-aligned camp, which has long presented itself as the main barrier to a National Rally victory. Le Pen has twice lost runoff elections to Macron, back in 2017 and 2022. Yet the poll suggests that even the strongest establishment contenders would currently fall short against Le Pen in a head-to-head vote.

Le Pen is currently barred from running after being handed an immediate five-year ban from public office, but she has appealed the ruling. A decision on that appeal is expected on July 7. Should she remain unable to run, National Rally president Jordan Bardella is widely expected to become the party’s presidential candidate. That would still leave National Rally in a commanding position. Earlier polling this week showed Bardella leading the first round with 32 percent, well ahead of Philippe on 17 percent and Mélenchon on 16 percent. The same May Odoxa political barometer also showed Bardella beating Philippe in a second-round runoff by 52 percent to 48 percent, reversing the result recorded two months earlier, when Philippe had led by the same margin.

Taken together, the surveys point to a deepening problem for France’s centrist and left-wing parties. Whether the candidate is Le Pen or Bardella, the National Rally is now polling not merely as a first-round protest vehicle, but as a party capable of winning the presidency outright. If Le Pen’s appeal succeeds, she would enter the race as the most formidable candidate in the field. If it fails, Bardella would inherit a political landscape in which the National Rally brand is already ahead of its most likely rivals. On Friday, Le Pen announced her intention, should the National Rally win the presidency, to offer the French public a referendum on mass immigration.

“The French people have been betrayed. In 2027, we will restore a democratic vitality to France by returning power to the people,” she wrote on X.

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“.. create a hemispheric powerhouse ..”

Mike Steger on President Trump’s American Manufacturing Surge (CTH)

Mike Steger takes less than 20-minutes to walk through a year of President Trump’s multifaceted U.S. manufacturing policy initiatives that have positioned the U.S. economy for a massive surge in growth. Steger recaps several consequential moves by President Trump and his cabinet to fundamentally change economics in the Western Hemisphere. Each point is well delivered and well presented.


Steger then overlays the economic moves with the geopolitical moves in Venezuela (oil), Cuba (communism ended), Mexico (cartels, traffickers and corruption), Canada (globalism confronted) and finally Greenland (a new consulate is created). Put together, Steger notes how all of these moves work together with a massive surge in energy, technology and productivity to create a hemispheric powerhouse within the United States. WATCH:

TIMESTAMPS
00:00 Intro
01:10 Volcker and the Origins of Globalization
02:30 NAFTA and the Collapse of Industrial America
04:05 Liberation Day and the Tariff Battle
05:30 China’s Rare Earth Weapon
06:45 Rebuilding American Industry

08:20 The End of Free Trade Orthodoxy
09:30 Jamieson Greer vs. USMCA
10:40 Why Manufacturing Ecosystems Matter
12:20 Industry, Science, and Technological Progress
13:45 The Republican-Labor Coalition
14:45 Mexico, Cartels, and Economic Sovereignty
15:35 Canada and the Globalist Response
16:10 Fortress America
16:40 Final Thoughts

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“.. dominance built on a crisis is not the same as dominance built on trust ”

America’s LNG Boom Is Real – But China Is Planning Beyond It (OP)

The Iran war and Hormuz disruption have turbocharged U.S. LNG exports, giving Washington a major short-term energy dominance boost as Asia and Europe scramble for alternative supply. China, however, enters the crisis from a position of greater energy resilience after years of investment in domestic production. The U.S. still has a major long-term opportunity, but sustaining dominance will require turning crisis-driven demand into lasting partnerships.


The Iran war has handed the United States a rare opportunity: a new dawn of energy dominance in an increasingly fractured world. With coordinated US-Israeli strikes disrupting the Strait of Hormuz from late February, roughly 20% of global LNG supply has been stripped from the market since early March. Prices have surged across Asia and Europe. And into that vacuum, American gas has flowed.

The numbers speak for themselves. US LNG exports to Asia jumped sharply in April, with nearly a quarter of all American cargoes heading to a region that simply cannot afford to go dark. Deals are being signed, pipelines planned, and $100 billion in private investment is pouring into liquefaction plants and terminals, putting the US on a trajectory toward 220 MTPA of export capacity within five years. The administration’s energy dominance agenda, backed by promises to streamline permitting, has given producers a powerful political tailwind and reassured global buyers seeking reliability. Washington’s case for American LNG has never been easier to make.

But dominance built on a crisis is not the same as dominance built on trust. And there is a competitor watching this moment very carefully. China entered this crisis in a structurally different position. Two decades of sustained investment in domestic energy production, spanning generation, storage, and distribution, have left Beijing considerably less exposed to the supply shocks rattling Western and Asian markets alike. Its economy has not been immune, but it has been buffered. That resilience has not gone unnoticed by governments scrambling to explain surging energy bills to their populations. While the US capitalises on the immediate demand surge, China is quietly accumulating something more durable: the perception of strategic foresight.

Yet beneath the boom lies a fault line. The conflict has been a short-term windfall for American producers; cash is flowing and the geopolitical case for US LNG writes itself. But the longer the crisis persists, the more urgently governments around the world will prioritise the same fundamental objective: never being held hostage to a single chokepoint again. The Hormuz disruption has concentrated minds in a way that years of energy dialogues have never quite managed. Countries across Asia and Europe are now accelerating plans to diversify supply sources, build strategic reserves, and develop domestic generation capacity across every available technology. The goal is insulation from the kind of shock this war has delivered, and that shift in priorities will outlast the conflict itself, because the memory of this vulnerability will not fade quickly.

This does not mean the window for American gas has closed. The transition to more resilient, independent energy systems will take decades, and reliable LNG from a powerful economy is precisely what energy-hungry Asian economies need throughout that journey. The US has the reserves, the infrastructure, the financial markets, and the geopolitical credibility that no other supplier can currently match. But Washington cannot afford to mistake a crisis-driven demand surge for a permanent structural advantage, because what buyers are ultimately building toward is a system in which no single disruption, whether in the Strait of Hormuz or anywhere else, can send their economies into shock again. The US needs to be architected into that system as an indispensable partner, not treated as an emergency option.

That requires more than competitive pricing and export capacity. It requires the kind of long-term supply relationships, infrastructure partnerships, and government-to-government commitments that turn a transaction into a dependency, the good kind, built on reliability rather than vulnerability. It requires Washington to show up as a strategic partner invested in the energy security of its buyers. And it requires the Iran conflict to reach a resolution that restores stability to global flows, because sustained disruption ultimately accelerates the very diversification strategies that could reduce the world’s reliance on any single fuel source.

Read more …

“ Palantir Technology Discovered Within Ukraine Targeting Systems”

Volodymyr Zelenskyy Appears on Face the Nation (CTH)

Ukraine President Volodymr Zelenskyy appears on Face the Nation with Margaret Brennan, a few days after Russian President Vladimir Putin told media there were no negotiations underway toward any settlement or ceasefire. Simultaneous to this interview, it has now been discovered that American tech company, Palantir, is behind the technology that accompanies Ukraine drone targeting and weapons systems. Video and Transcript Below:



[Transcript] – Volodymyr Zelenskyy, who joins us from Kyiv. Welcome back to Face the Nation, Mr. President.

UKRAINIAN PRESIDENT VOLODYMYR ZELENSKYY: Thank you so much, Margaret.

MARGARET BRENNAN: You have warned that Ukraine has intelligence that Russia is preparing for a new massive attack. This is after Moscow had warned foreign nationals to leave your capital city ahead of expanded strikes. Exactly, what are you bracing for?

PRESIDENT ZELENSKYY: So, first of all, today at night, or tomorrow at night, we will have- we think that we will have big attacks from Russian side using drones, using cruise missiles and ballistic, and we see the preparation always. We see the preparation, by the way- we are thankful to United States and European partners when they share with us intelligence. So, when we know that Russia prepares a big massive attack, definitely, our partners also know, maybe not a lot of details, but we know. So today, of course, I didn’t address yet to my country. I will do it a bit later in the evening, and of course, I will say that our people have to be very, very careful, cautious, and children, and they have to use bomb shelters, because today at night or tomorrow at night, high percent, of course, nobody knows 100% but there is a high percent.

So usually we have, we have each day attack from Russian side on civilians, and of course on battlefield. And two times a week, or two times per 10 days, they have big, massive attacks with ballistic, and etc. Last massive attack, just to understand, it was- some days ago, it was 600 drones, Iranian drones, Shaheds, and they had 35- about 30 plus ballistic missiles. In total it was 90 missiles and more than 600 Iranian drones, so it was very difficult to destroy it. We used all our weapon, what we have, what we produce, and of course we used anti-ballistic missile. This is the biggest deficit for us.

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Complaining

CNN’s Dana Bash: 250th American Anniversary Should Not be a Joyful Event (CTH)

Armed with a host of narratives against the Trump administration, CNN host Dana Bash confronts Interior Secretary Doug Burgum about his audacity to support Freedom 250 events in Washington DC this year. Apparently, it is not in alignment with the interests of CNN for Americans to celebrate the anniversary of our independence.


Complaining about DC fountains being cleaned; complaining about people not being consulted for their viewpoints to permit the graffiti and filth to remain in place prior to cleaning; complaining that years of environmental studies and municipal hearings did not take place prior to the decision to repair the reflection pool; complaining about saving hundreds of millions by not opening up each restoration process to consultancy fees, studies, public hearings and various bureaucratic indulgency opportunities; a very unhappy Dana Bash confronts Interior Secretary Doug Burgum about his support for President Trump to clean and restore the nation’s capital without consideration for those who prefer things to be a mess.

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“.. the data processing demand behind AI is beyond the scope of financial sustainability..”

A Conversation About Artificial Intelligence -AI (CTH)

Ironically, I find myself with a grin on my face as I read the recent media reports about how the data processing demand behind AI is beyond the scope of financial sustainability. For several years I have asserted, accurately, the business model for social media was never feasible because the data processing demand needed for the scale of simultaneous users was beyond the capabilities of the revenue side of the equation. I have been told by all the high-horse experts on the matter how wrong I am. However, each story they write about the prohibitive cost of AI proves I was not wrong.


CTH watches the tokenization and subscription fees for various AI model use with the same perspective CTH viewed over a decade of false claims within the financial market that told lies about social media viability and data processing costs. Now, we watch the seemingly exponential growth of AI capabilities and associated costs with the same pragmatic perspective. Robotic pool cleaners were introduced two generations ago. Did the pool cleaner business dry up? No, it expanded. Robotic vacuums broke into the popular household appliance market five years ago, you probably have one, did it eliminate maid services? No, still growing.

AI can now write its own code to generate outputs. Are software developers getting fired? No, demand for software designers and engineers is up 15% in the past year. The mainframe approach, the one AI brain to run all systems, will never work – it is cost prohibitive (see first paragraph – wash, rinse, repeat). Deny this reality at your own investment risk. If needed, politely absorb the ridicule – for it matters not. CTH predicts AI will become a localized and optimized sub-set for each sector of the economy, requiring each major organization and corporation to adopt specific cost/benefit data libraries and networks for use and functionality.

At scale, a thousand coders each working on Gemini, ChatGPT, Anthropic, Grok, etc. will become 100,000+ software designers working inside companies to create personalized, targeted, bespoke AI data systems and networks; each system specifically tailored to the industry or sector of business. The intranet of internets will happen again. Creating and selling AI system networks and integration functions that are personally tailored to highly specific company functions, creates an entirely new sector of the technology industry that has not even begun yet. [There’s an investment opportunity there]


Will AI robots replace some repetitive human functions? Yes, the ice rink Zamboni will likely not have a steering wheel, just an emergency joystick. A reference for a comparative industrial scale Roomba vacuum, or the robotic pool cleaners. However, at scale the robotic industry is slower than human efficiency in almost all sectors that matter; the cost benefit analysis will limit growth. The maid service sector will not be impacted any more than the software developers (see chart above).It is not an issue to fear some AI task efficiencies will grant more time available that will be filled with alternate task capabilities.

Human productivity will increase in certain sectors of the economy, but humans will not lose work opportunities. Blue collar jobs will continue to expand as each of the hardware tools developed will need manufacturing, installation, maintenance and monitoring. The further downstream the worker is from a repetitive function within the [XXXX] industry, the more irreplaceable they become; remember that. As to the bigger picture of fully developed AI and the intersection of information and knowledge; yes, the automation of AI can present an issue. However, all AI concerns can be mitigated so long as multiple, alternative AI systems exist within the larger information realm.

As a nation we need dozens of different AI models each competing within the industry for the best AI product. As long as we have multiple AI systems, alternatives to the hive-mind, we do not need to fear the AI network as a source of information. If we don’t like the AI outputs, we can switch to an alternate AI provider. If the subscription cost of the AI is too high, then as long as we have a competitive market where a lesser expensive, perhaps bespoke, AI option can exist, we should be okay. Let the free-and-fair market decide.

If AI outputs don’t offer empirical truth or real value to the end user, we should be fine as long as consumers have alternative options available. AI providers should be information providers in the same concept as cell phone providers. The key is to have multiple, competing AI systems available for industrial, business, professional and personal use. On the upside of this information worry dynamic -in the pragmatic and optimistic perspective- we have the cost limiting nature of a massive singular AI information network.

A single AI central brain handling over 360 million users at once, all requiring identical responses that update with every tiny change in a multi-trillion datapoint-per-millisecond data stream, is far beyond the capacity of any computational AI system. The costs tied to such a setup are only now becoming clear, and AI business models are starting to fall apart in real time. This is a hard truth that isn’t going to change. Within the AI business, those who can carefully write AI input instructions to achieve maximum value in AI output -industry by industry- will become increasingly more valuable. Those who can train AI to be cost effective -and provide materially beneficial outputs- within their granular sector of business, within each company, will become priceless to the organization. Wage rates will follow competency.

As noted by David Sacks in this segment highlighted below, the one key about AI to emphasize is the need for multiple competing models. If China (hive mind) has their model, and Europe (another hive mind) has their model, and the United States (entrepreneurial competitiveness) has multiple competitive models – we will win and simultaneously we will retain freedom. nWhat we don’t want is a singular AI model to win the support of the United States government and then end up with an AI regulatory system where they start defining terms of “safety” to eliminate information adverse to the interests of the government that regulates it. Both China and Europe will predictably do that.

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Walt had the power of conviction.

Walt Disney’s Carousel of Progress (Queen)

Jim Griffin, CC0, via Wikimedia Commons

I have a certain affinity for the attractions in the Disney theme parks that have a direct connection to Walt Disney. The Jungle Cruise, Pirates of the Caribbean, and even It’s a Small World (with that song that gets stuck in your head) all had their origins when Walt was still alive. One of the attractions at Walt Disney World that has a direct connection to the man who started it all is about to get a massive makeover, and it’s sorely needed. I’ve said for years that Walt Disney’s Carousel of Progress was in need of an update and some TLC, and it’s finally happening.


Let’s look back at the history of the Carousel of Progress, which ties back to the 1964-65 World’s Fair in New York City. Back in 2014, I wrote about General Electric’s Progressland (see the Flashback link above), which included a bevy of Disney-designed exhibits, including the Carousel of Progress:

But the centerpiece of the pavilion was Walt Disney’s brainchild, now called the Carousel of Progress. Instead of the walk-through theaters of the original Edison Square concept, guests to the Carousel of Progress sat in a round theater which revolved past central stages in which an Audio-Animatronic narrator shared how his family benefited from new electric innovations. (One gossip columnist lamented the fact that she discovered that the show’s narrator was not a real man.) Each of the show’s short acts took place in different decades, from the 1890s to the 1960s. In all, Imagineers designed and built 32 animatronic characters for the show all bearing Walt’s inimitable stamp.

The attraction’s theme song was a crucial part of reflecting what I’ve long called Walt’s optimistic futurism: Walt summoned his go-to songwriters, Richard and Robert Sherman, to pen the perfect tune for the Carousel of Progress. The song had to represent a positive vision for the future, yet it had to be adaptable to the time periods that the show presented. Richard Sherman remembered that the song needed to “tell the story without giving away what’s happening,” while epitomizing “the spirit and the essence of that pavilion.” The result was “There’s A Great Big Beautiful Tomorrow,” a bouyant song that summed up the ideas that Progressland espoused. Buddy Baker arranged the song expertly to fit each era of the Carousel of Progress.

Interestingly enough, GE requested a change to the song in 1974, expressing the thought that the present was more important than the future. The Sherman Brothers wrote a tune called “The Best Time of Your Life” for the Carousel of Progress, but Disney restored the more optimistic “There’s A Great Big Beautiful Tomorrow” in 1994. Side note: Deciding that the present is something to be more enthusiastic about than the future might be the most 1970s thing ever.

Disney updated the narration and the final scene for that 1994 refreshment, although guests have been stuck with a mid-’90s “contemporary” scene for far too long. The 60-year-old animatronics are looking sad, and some of the theater seats are in disrepair. But instead of refurbishments and a single-scene update, Disney is going all out later this summer.

Last year, Disney announced that it was going to include an introductory scene that would bring in Walt himself in an audio-animatronic form as host. There have also been rumors that Tom Hanks will voice the father of the family, who narrates what’s going on in each era, but those are just rumors. What Disney announced this week is that the Carousel of Progress will close in July and reopen in 2027 with a fresh new look and a whole lot more than just the Walt introduction. The format and tone will remain the same — and of course, we’ll hear “There’s a Great Big Beautiful Tomorrow” — but the scenes will be totally different.

Imagineer Chris Beatty writes at the Disney Parks Blog: One of our main goals for this update was to keep the attraction relatable for today’s audiences by featuring eras in which our guests have personal connections. That includes the iconic “There’s a Great Big Beautiful Tomorrow,” which will continue to play as guests transition between scenes. The Imagineers working on this refresh grew up during these decades, so it’s been a real trip down memory lane to revisit the music, fashion, technology, and experiences that helped shape our history all reflected in this family’s story.

Beatty sets the four scenes for the new and improved Carousel of Progress:

Act 1 – the 1960s When the show first opened at the World’s Fair, its story began by looking back about 60 years to the dawn of the new century. Now more than six decades later, this new iteration mirrors that idea, starting 60 years back from today in the 1960s. In the summer of 1969, our Carousel family, along with millions around the world, gather around the television to witness one of humanity’s greatest achievements: the historic moon landing. Filled with awe, the moment captures the spirit of innovation and possibility that has always been — and always will be — at the heart of Carousel of Progress.

Act 2 – the 1980s It’s the ‘80s, where everything bigger is better, and things keep on getting bigger! We pick up with the family on Halloween Night of 1985, and for the first time ever, Sarah is taking center stage. She’ll share how all the new appliances and gadgets are making life easier for the whole family. Speaking of John, we’ll find him out on the porch handing out candy to trick-or-treaters, and poor Uncle Orville can be found in the bathroom with “no privacy around here!”

Act 3 – The New Millennium With the ‘90s drawing to a close, our Carousel family is preparing to ring in the new millennium on New Year’s Eve 1999. Amid the excitement of the countdown to 2000, a new thing called the Internet is bringing John, Sarah, Jimmy and Patty – and the world – closer together than ever before. And if you’re anything like my family, not everyone is making it to midnight. Grandpa has already nodded off before the big countdown, while Grandma sneaks the TV over to wrestling when no one’s looking.

Act 4 – The Possible Future As we reach the end of our show, we see the family one last time in the distant future, in an out-of-this-world home. From a helpful robot assisting with everyday tasks to space travel, the scene imagines a future where extraordinary innovation has become part of life and proves that a beautiful tomorrow is just a dream away.It sounds like the Imagineers are building on that optimistic futurism that Walt built his philosophy on. It’s a nod to the 1964-65 World’s Fair, the early EPCOT concept, and what the original EPCOT Center — especially Horizons, my all-time favorite extinct attraction — became, and I’m here for it.

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Home Forums Debt Rattle June 1 2026

Viewing 32 posts - 1 through 32 (of 32 total)
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  • #241783

    Hayami Gyoshu Tea bowl and fruits 1921 • Trump Toughens Terms Of Iran Deal, Bessent Shows Tehran’s ‘Big Mistake’ (ZH) • President Trump Discusses Curr
    [See the full post at: Debt Rattle June 1 2026]

    #241799
    tboc
    Participant

    Fortress America
    Don’t Worry Be Hungry

    #241801
    John Day
    Participant

    @Boogaloo: I have to re-format every post on Substack after transferring it there, since Substack auto-reformats. Yes, it is sub-optimal. I bold some words to make speed-reading easier.

    The original Google blog http://www.johndayblog.com is easier to read, and does not make me have to reformat, when I transfer it from Gmail, which is where I compose.

    #241802
    John Day
    Participant

    Just Waiting https://drjohnsblog.substack.com/p/just-waiting

    There is a lot of change stacked up, which will impact us suddenly, and everybody is just going on normally until something happens, if I might summarize so succinctly, what I see all around me. Well, gas prices came down this past week, so summer vacation plans can go ahead and proceed.
    This feels unnatural to me, and maybe a little unnatural to a lot of people, but just behaving habitually is working for now, so …
    I don’t know just what plans our shadowy puppet masters have to present as solutions to the coming crisis, but I presume that they won’t “let it go to waste”.

    Gold & Geopolitics, Daily digest: 2026-06-01
    The “ceasefire” stopped pretending: overnight the US struck Iranian radar at Goruk and Qeshm and a telecom tower at Sirik, and Iran answered with a ballistic missile on a US base in Kuwait — 4 US service members and 3 contractors wounded.
    ​ On top of that, Iran’s president handed in his resignation and Konstantinovka’s defense collapsed. Markets, naturally, shrugged: the Shiller PE (price: earnings ratio) is within 3.5% of the dot-com record, oil is bid but paper stays capped, and Trump ordered the first physical Fort Knox audit in 70 years.
    ​ US and Iran now openly trading strikes mid-“ceasefire.” CENTCOM confirmed “self-defense strikes” on Iranian radar/drone command sites at Goruk and Qeshm over the weekend, plus a Sirik (Bandar Sirik) telecom tower; IRGC says it then hit the airbase the attack launched from.​..
    ​..Iran’s President Pezeshkian submits his resignation, saying the IRGC has taken over and the government is excluded from decisions. Khamenei’s acceptance unclear; Iranian state-aligned voices call the framing “fake news.”​ https://no1sdailydigest.substack.com/p/daily-digest-2026-06-01

    Gold & Geopolitics, Daily digest: 2026-05-31
    ​ The “deal is done” story inverted overnight: Trump swapped his blockade-lifted claim for “tougher terms” (uranium limits, denuclearization, Hormuz guarantees) while Iran’s IRGC declared it now controls all Strait traffic “with full authority” — and shot down a US drone over its own waters early Sunday.
    ​ On the ground, Konstantinovka has largely fallen, and Japanese crude reserves just posted the biggest drawdown in the country’s history.
    Continuation underneath it all: record tech concentration, the Fort-Knox-reval​uation chorus, and a US consumer running on fumes.​..
    ​..IRGC declares “full authority” over all Strait of Hormuz traffic — vessels must obtain permission and use designated routes or be “targeted.” Khatam al-Anbiya statement via MenchOsint, First Squawk. Iran separately says 20 ships transited in 24h.​..
    ​..Iran’s state-TV MOU text has Tehran deciding the route and fees — the opposite of “return to normal.” Don Durrett’s one-liner captures the gap: “USA: the Strait has to return to normal. Iran: we now control the Strait. Media: they’re close to signing.”
    ​ The $300B reparations number drew open mockery — $70B to bomb, $300B to rebuild, with analysts calling Trump “an idiot” for it. Unconfirmed figure, treat as a circulating claim.​..
    ​..Kuwaiti base: Iranian missile injured 5 US troops, damaged 2 MQ-9 Reapers. CENTCOM called it a ​”successful interception​”; MenchOsint and Armchair Warlord say a Fateh-110 actually hit, “intercepted” by two Reapers parked on the tarmac. Drop Site notes Kuwait’s documented pattern of blaming “falling shards.” ​…
    ​..Physical oil shortages have begun, per Chevron’s CEO — rationing and shortened workweeks already in some Asian markets, US distillate at a 23-year low, ~1bn barrels missing.​.​. Backed by record Japanese crude drawdown and Goldman’s “demand destruction” warning​.​.
    ​..Tech now 37% of the S&P 500 — past the 2000 dot-com peak. Hedgeye and Kobeissi, who adds tech equals 91% of US GDP and 41 AI stocks drove 70¢ of every dollar added since ChatGPT.​..
    ​..S&P 500 just made 9 straight weekly gains, longest since 2023; meme and high-short-interest names having their sharpest run since 2021; hedge-fund gross exposure at the 100th percentile; implied correlation at a record low. Goldman’s read: “all greed, no fear.”​…
    ​..Real disposable income -1.1% YoY, biggest drop since Oct 2022; savings rate down to 2.6%, lowest since 2022, on the 12th straight month of spending outpacing income.
    ​ Home foreclosures soared 26% in Q1. Don Durrett, flat: “the consumer is broke.”​…
    ​..The Fort-Knox-audit-then-revalue narrative is now near-daily — GoldTelegraph pricing the reserve at $667B, maneco64 framing reval as “the ultimate debt-crisis solution,” Don Durrett noting the US “just began filling its SWF.”
    ​ The most concrete datapoint: John Macintosh via SilverSeek — the US flipped from net silver importer (~19Moz/mo) to net exporter (~35Moz/mo), a 54Moz/mo swing, with the only coherent explanation being US-China rare-earth payments settled in gold and silver rather than dollars.​..
    ..F-15 downed by a Chinese shoulder-launched missile, plus a China-supplied stealth-spotting radar, per NBC via Mario Nawfal — “complicates US-China relations.” Unverified, but a notable escalation if true…
    ​..Pakistan replacing the UAE as Iran’s import/transit hub — 2-3hr overland routing, 45-55% lower freight cost, plus LNG/oil moving to China and Pakistan by rail. Sanctions-evasion architecture forming.​.​.
    ​ Bessent’s “we outright grabbed the wallets” ($1B Iranian crypto) reframed as a feature, not Iran-specific — Kathleen Tyson and Ben Norton argue it’s the Tether/USDT teardown that was always coming under the stablecoin plan.​ https://no1sdailydigest.substack.com/p/daily-digest-2026-05-31

    ​ Gold & Geopolitics, Daily digest: 2026-05-30
    The Iran “deal” went from Axios leak to full pantomime: Trump posted explicit demands on Truth Social, declared the naval blockade lifted, then convened a 2-hour Situation Room meeting that ended with no decision — while Iran rejected every clause within hours.
    ​ Two genuinely new items: Romania’s president admitted the Galati drone was a Russian Geran diverted by Ukrainian air defence, and Bessent boasted of “outright grabbing” $1B in Iranian crypto wallets. Everything else is continuation with a sharper edge — oil-shock warnings from Exxon AND Chevron, an S&P blow-off top, and Hezbollah turning Merkavas into scrap.​ https://no1sdailydigest.substack.com/p/daily-digest-2026-05-30

    ​ Gold & Geopolitics, Daily digest: 2026-05-29
    Russian drone strikes NATO member Romania. A Geran-type drone entered Romanian airspace overnight and hit a 10th-floor apartment in Galati, near the Ukrainian border. Full explosive payload detonated. Two people lightly injured, ~70 evacuated. Romania scrambled F-16s with authorization to engage. Romanian Defense Ministry confirmed the strike.​..
    ​..Iran-US escalation cycle intensifies despite “ceasefire.” US struck near Bandar Abbas; IRGC retaliated against a US airbase in Kuwait; Iran fired warning shots at four vessels attempting to cross Hormuz; Iran shot down a US drone. Vance says Trump is “not yet ready” to endorse the Iran deal, citing distance on uranium enrichment.​.​.
    ​..Israel bombs Beirut after month of quiet — 14 dead. IDF struck targets across Lebanon including Beirut, breaking a month-long lull. Evacuation orders now cover 20% of Lebanon, with more than half north of the Litani. Spain called it “completely unacceptable”.​..
    ​..Blue Origin’s New Glenn rocket explodes on Florida launchpad. The rocket, intended to launch Amazon Leo network satellites, detonated at Cape Canaveral. Amazon says satellites were not yet loaded. Bezos says all personnel safe, “we’ll rebuild”. SpaceX remains the only operational competitor.​..
    ​..Pentagon positioned to attack Cuba, awaiting Trump’s go-ahead. Per Politico, the US has spent months positioning troops and weapons. USS Nimitz and Iwo Jima are off Cuba’s coast, though analysts note the carrier lacks a full air wing, suggesting posturing over imminent ops.​ https://no1sdailydigest.substack.com/p/daily-digest-2026-05-29

    #241803
    John Day
    Participant

    ​ Intercepted Iranian Missile Injures 5 Americans At Kuwaiti Air Base; Tehran Identifies Two Key MOU Sticking Points
    Iran is pushing forward legislation formalizing control/management of Hormuz Strait shipping, which flies in the face of Trump warnings & conditions.
    ​ An Iranian Fateh-110 short-range ballistic missile targeted Kuwait’s Ali Al Salem Air Base, a key operational hub for the U.S. Air Force. BBG says missile intercepted, but falling debris struck part of the base, injuring five Americans.
    ​ Two more American drones reported destroyed or damaged in the Kuwait base attack (DropSite/BBG).
    Iran says two big MOU agreement issues remain & are not finalized: Unfreezing of Assets & Sanctions, Nuclear File​ https://www.zerohedge.com/markets/intercepted-iranian-missile-damages-us-reaper-drones-injures-five-kuwaiti-air-base

    ​ Trump Toughens Terms Of Iran Deal Framework, As Bessent Pinpoints Tehran’s ‘Big Mistake’
    Israeli PM Netanyahu says he has “instructed the Israeli military to expand the maneuver in Lebanon” after the occupation of the strategic Beaufort Castle, which he says marks “a dramatic change” in Israel’s operations.​ https://www.zerohedge.com/geopolitical/trump-tightens-terms-iran-deal-framework-bessent-pinpoints-tehrans-big-mistake

    Israel Seizes Crusader Beaufort Castle, Marking Deepest Plunge Into Lebanon In Decades​ https://www.zerohedge.com/geopolitical/israel-seizes-crusader-beaufort-castle-marking-deepest-plunge-lebanon-decades

    ​ Missiles Rain Down On Northern Israel In Large Hezbollah ‘Revenge’ Operation​
    Northern Israel has come under heavy attack from Hezbollah on Saturday, after this past week a full-scale war has resumed in southern Lebanon, which even saw the resumption of Israeli airstrikes on Beirut’s southern suburbs, much further to the north.
    ​ Even while Tel Aviv maintains the illusion of a ceasefire with Lebanon (as in, its government and national army), there is no ceasefire with Iran-linked Hezbollah, following weeks of sporadic drones being sent on northern Israel, as well as troop positions of invading IDF forces.​ https://www.zerohedge.com/geopolitical/missiles-rain-down-northern-israel-large-hezbollah-revenge-operation

    ​ Hezbollah vs IDF at Ramim outpost: 2x FPV drones deliver 2x RPG anti-tank warheads vs 2x IDF Iron Dome air defence missile firing units at IDF border base on 23 May; two of 15 Iron Dome launchers targeted in this war. https://x.com/jonelmer/status/2060204095391031600

    #241805
    John Day
    Participant

    ​ The Strait of Hormuz is within the territorial waters of both Iran and Oman. Bessent Warns Oman On Hormuz Toll Scheme, After Trump Threatened To ‘Blow Up’ US Ally https://www.zerohedge.com/geopolitical/bessent-warns-oman-hormuz-tolls-after-trump-threatened-blow-us-ally

    A new global energy and finance system will need to be worked out, as all the destroyed infrastructure is rebuilt. Oil’s Peace Dividend Is Real, But Normalization Is Not A Light Switch https://www.zerohedge.com/energy/oils-peace-dividend-real-normalization-not-light-switch

    Huh?! Congress Quietly Moves To Intertwine US, Israeli Militaries On Formal Level https://www.zerohedge.com/military/congress-quietly-moves-intertwine-us-israeli-militaries-formal-level

    ​ Ukraine killed 21 Russian students and lied about it: What really happened in Starobelsk
    Ukrainian diplomats attempted to dismiss the tragedy as “a fake story” as Russian parents mourned their children​ https://web.archive.org/web/20260530084900/https://www.rt.com/russia/640743-ukraine-lied-starobelsk-recap/

    #241806
    John Day
    Participant

    ​ They mean military command centers, not the Parliament/Rada: Russian Officials Walk-Back Threats of ‘Systematic’ Devastation of Kiev ‘Decision-Making Centers’? https://simplicius76.substack.com/p/russian-officials-walk-back-threats

    It was electronically hijacked into Romania by Ukraine: NATO Condemns Russia After Drone Smashes Into Romanian Apartments: ‘Grave Escalation’ https://www.zerohedge.com/geopolitical/nato-condemns-russia-after-drone-smashes-romanian-apartments-grave-escalation

    Russia Strikes Back: Euroclear appeals immediate enforcement of $256 bln Central Bank ruling
    Euroclear has filed a complaint with the Moscow Arbitration Court against the immediate enforcement of a ruling to recover 18.2 trillion rubles ($256 bln) under a lawsuit by the Central Bank, a source familiar with the proceedings told TASS.
    ​ According to the source, the complaint against the immediate enforcement of the ruling to recover funds under the Bank of Russia lawsuit was filed this week.
    ​ In December 2025, the Bank of Russia filed a lawsuit against Euroclear in the Moscow Arbitration Court for 18.2 trillion rubles ($256 bln), amid the European Union’s plans to use frozen Russian assets to finance Ukraine. This amount includes frozen funds, the value of blocked securities, and lost profits.
    https://tass.com/economy/2139077

    ​ Russia, Afghanistan sign military cooperation deal in Moscow
    The deal was signed at the International Security Forum, during which Russian officials demanded a US release of Afghanistan’s frozen assets
    ​ Shoigu urged western countries to release Afghanistan’s frozen assets and take responsibility for the country’s reconstruction during the event.“We are convinced that western countries must unfreeze frozen Afghan assets, fully acknowledge their full responsibility for their 20-year presence in Afghanistan, and assume the entire burden of post-conflict reconstruction of the country,” Shoigu said.
    ​ One day later, on 28 May, Russia’s Deputy Defense Minister Vasily Osmakov met with Yaqoob in Moscow to discuss regional security and potential bilateral military cooperation.
    ​ According to the ministry, the two sides addressed security issues in Central and South Asia, as well as the outlook for cooperation between their armed forces, including areas of military collaboration.​ https://thecradle.co/articles/russia-afghanistan-sign-military-cooperation-deal-in-moscow

    ​ Manufacturing Consent for Trump’s Invasion of Cuba
    The US seriously takes the position that we can impose (strained invocations of) US rules against terrorism and engage in extrajudicial seizures, as in kidnapping. The article below describes how we are now putting a lot of weight on the thin reed of enforcing Batista-era property rights.​ https://www.nakedcapitalism.com/2026/05/manufacturing-consent-for-trumps-invasion-of-cuba.html

    #241807
    John Day
    Participant

    ​ Richartd Revelstoke, on the power struggle between 4 visions of “capitalism”, The Four-Clocks Problem
    Building on the fracture of the Transnational Capitalist Class outlined in Chapter 1 and Chapter 2, this chapter examines the four clocks — decades (Davos), election cycles (Imperial Nationalists), product/civilizational arcs (Silicon Valley), and dynasties (State Capitalists) — and why their incompatibility produces a stalemate.
    ​ Davos plans in decades. Imperial Nationalists plan in election cycles. Silicon Valley plans in product cycles and civilizational arcs. State Capitalists plan in dynasties. These are not stylistic differences.
    ​ Each faction’s temporal horizon is its theory of power. Davos believes power flows from coordinating long-horizon institutional commitments. Imperial Nationalists believe power is maintained and exercised by compressed transactional victories. Silicon Valley believes power flows from circumventing institutions altogether. State Capitalists believe power flows from outlasting opponents. Time is not what they disagree about. Time is the medium through which each faction theorizes power itself.​ https://www.themargins.ca/p/the-four-clocks-problem

    ​ Ellen Brown teases out Musk’s “AI Abundance” scheme, which China is already having to deal with. Henry Ford paid his workers enough to buy Fords, but Robots don’t get paid when they replace humans. THE AI REVOLUTION: WHERE CAPITALISM MEETS SOCIALISM – The Abundance Paradigm, Part 2. https://scheerpost.com/2026/05/26/the-ai-revolution-where-capitalism-meets-socialism-the-abundance-paradigm-part-2/

    The Honest Sorcerer, The AI Takeover Has Arrived​ …but it looks completely different from what we imagined
    The stock and housing market crashes, as markets run out of buyers who still believe “the economy is booming” and it’s worth investing into.
    ​ The economy shrinks 10-15% to match the new supply-demand balance created by a lack of vital physical inputs on one side, and a lack of purchasing power on the other. Prices, trade flows and production volumes eventually stabilize, but at a permanently lower level. And while growth might eventually return, it will be wholly inadequate to raise economic activity back to its pre-war, pre-AI levels. Historians looking back on 2025 will say: that was the year when we passed peak global economic activity.​ https://thehonestsorcerer.substack.com/p/the-ai-takeover-has-arrived

    “The Real Part Of This Economy Is Not Doing Well”: Ed Dowd Warns ‘Just Wait ‘Til The AI Bubble Bursts’​ https://www.zerohedge.com/economics/real-part-economy-not-doing-well-ed-dowd-warns-just-wait-til-ai-bubble-bursts

    Yes, the CEO of Blackrock needs ALL the suckers: WATCH: Larry Fink Demands Access to Americans’ Savings, Pension Funds to Bankroll AI​ https://www.zerohedge.com/news/2026-05-28/watch-larry-fink-demands-access-americans-savings-pension-funds-bankroll-ai#google_vignette

    #241808
    John Day
    Participant

    ​Meryl Nass MD on the efficiencies of AI-Technocracy: Patrick Wood and I discuss Trump’s trip to China and the secret plans for Trump’s World Order https://merylnass.substack.com/p/patrick-wood-and-i-discuss-trumps

    Escape Key, on the roots of AI-Technocracy: Planning in the USSR – Nobody reads 1960s Soviet planning manuals in 2026. They should. https://escapekey.substack.com/p/planning-in-the-ussr

    Patrick Wood, Technocrats Using AI To Disappear Dissent Completely​ – How can we counter this? https://patrickwood.substack.com/p/technocrats-using-ai-to-disappear

    ​ A researcher spent two years documenting what AI is doing to the way humans think. His conclusion fits in one sentence.
    AI is standardizing human thought. Across societies. Across cultures. Across generations. Simultaneously. At a scale no technology in history has ever achieved.
    ​ The paper is called “The Impact of Artificial Intelligence on Human Thought.” Published July 2025 on arXiv. Written by independent researcher Rénald Gesnot, categorized under Computers & Society and Human-Computer Interaction. It is not a benchmark paper. It is not a capability paper.
    ​ It is something rarer — a systematic analysis of what happens to human cognition, creativity, and intellectual diversity when billions of people outsource their thinking to the same machine.​ https://x.com/iam_elias1/status/2050482315068109139

    ​”Poverty”? For Real? Not Pandemics? What Are Americans Most Worried About? https://www.zerohedge.com/personal-finance/what-are-americans-most-worried-about

    #241809
    John Day
    Participant

    The US has totally bought into this. My wife, a school librarian sees these effects every day. Norway gave an iPad to every student, and it nearly tanked its education system https://www.yahoo.com/news/articles/norway-gave-ipad-every-student-180000736.html

    ​ UK’s Social Media Ban Trudges Ever Onward
    The main talking point is that “social media is like cigarettes”. Everyone is saying that, it’s the meme of the day.
    ​ It’s a sentiment originally taken from a new report submitted to the consultation by the Academy of Medical Royal Colleges.Titled “Growing up in an online world”, it contains this hilarious line in the foreword:
    …there is, I think, an overwhelming consensus that excessive screen time can harm children and young people and we need to call this out unflinchingly rather than passively wait for someone else to prove causation”.​..
    ​..Since all the proposed measures rely on age verification for enforcement, they all achieve the end goal: No more online anonymity, for kids or adults alike.
    ​ Debating the list is pointless, and making a choice counterproductive. It’s like choosing the colour of your electric chair: It makes no difference to the end result, but your entirely cosmetic choice lends tacit approval of the whole process.
    ​ We all know where this is going: Age gating everything, everywhere and then – eventually – digital ID.​ https://off-guardian.org/2026/05/26/its-all-so-tiresome-uks-social-media-ban-trudges-ever-onward/

    ​ Professor Ugo Bardi continues to worry about modes of mass population reduction: The Age of Drones has Come: the End of Cities as We Know Them?
    Never ask for whom the drone is coming, it is coming for thee.​ https://senecaeffect.substack.com/p/how-to-survive-at-the-time-of-drones

    Immigrant Hordes Set Paris Ablaze Because Their Soccer Team Won​ https://www.zerohedge.com/political/immigrant-hordes-set-paris-ablaze-because-their-soccer-team-won

    ​ Le Pen leads every major rival in new French presidential runoff polling
    Whether the National Rally’s presidential candidate is Le Pen or Bardella, the party is in great shape​ https://rmx.news/article/le-pen-leads-every-major-rival-in-new-french-presidential-runoff-polling/

    #241810
    John Day
    Participant

    Masters of “control narrative” took pen names, wrote “Josephus” and hammered-together the (approved) Bible: THE PISO FAMILY OF WRITERS
    RULING ROYALTY OF THE ROMAN EMPIRE IN THE EARLIEST CENTURIES​ https://francesleader.substack.com/p/the-piso-family-of-writers

    ​ Well you can’t just let people think it is ok to air that without comment, can you? British Ofcom Investigates Airing of Trump Interview Calling Climate Change a “Hoax” https://jonathanturley.org/2026/05/29/british-ofcom-investigates-airing-of-trump-interview-calling-climate-change-a-hoax/#more-245298

    Paul Craig Roberts clarifies: Has President Trump Committed High Treason?
    The principle right is free speech. It is the First Amendment, because without free speech it is impossible for citizens to hold government accountable for violation of the other protections from, and limits on, government power.
    ​ Trump’s affinity for Zionist Israel has led him into an act that violates his oath of office and possibly caused him to commit high treason against the United States.
    ​ Trump has created by executive order what in effect is a Sedition Act for Israel that prohibits United States citizens from using their First Amendment right to criticize Israel for the genocide of Palestine, the rape and torture of Palestinian prisoners, the destruction of Palestinian homes, villages, and olive groves by Israeli settlers who blatantly steal Palestinian land, assassinations of foreign leaders, undue influence over the U.S. legislative and executive branches, state governments, media, finance, and education, and wars of aggression against Middle Eastern countries.
    ​ U.S. critics of Israel are not even permitted to complain about the Jewish Anti-defamation League’s slander, libel and defamation of them. For an American to complain of being defamed by Zionists is to risk punishment for anti-semitism.
    ​ To state it plainly, Trump and his acting attorney general have given priority to protecting Israel, a foreign government, over the First Amendment rights of U.S. citizens. Clearly, this means that Trump and his accommodating acting attorney general are serving a foreign interest by suspending without any right or authority to do so, the First Amendment rights guaranteed to U.S. citizens by the U.S. Constitution.​ https://paulcraigroberts.org/has-president-trump-committed-high-treason/

    ​So Martial-law enforced by the IDF in the US next? Congress Quietly Moves To Intertwine US, Israeli Militaries On Formal Level https://www.zerohedge.com/military/congress-quietly-moves-intertwine-us-israeli-militaries-formal-level

    Congress established the Memorial to John F. Kennedy… Trump Blasts “Barack Hussein Obama Judge” After Kennedy Center Renovation Blocked https://www.zerohedge.com/political/trump-blasts-judge-after-kennedy-center-renovation-blocked

    #241811
    John Day
    Participant

    As you’ve heard, and equal in value to 100 of 1990 $US: US government prepares to print $250 note featuring Trump’s face https://www.bbc.com/news/articles/clypeyx6nemo

    Attorney John Klar explains that the FDA has to follow the law or the courts will reverse its findings. More ‘Forever Chemicals’ in Drinking Water?
    What Is the EPA Up To? While the legacy media and some MAHA activists criticize a new approach by the EPA, it’s actually a shrewd and practical move.​ https://www.themahareport.com/p/more-forever-chemicals-in-drinking

    ​ Alex Krainer​ certainly remembers “Event 201” in October 2019,​ Pandemics and the march of totalitarianism (part 1 of 2)
    The pandemics are pushed by the bankers. This report examines what their ultimate objectives are, and what we can do to defeat them.
    ​..The whole narrative about the plight of this cruise ship was as though it was crafted in the 19th century – a nearly complete, inexplicable radio silence. Even Jake Rosmarin’s updates after his damsel in distress call on 4 May, became minimal and telegraphic, matching almost word for word the updates issued by the ship’s operator, Oceanwide Expeditions, as though they compared notes to make sure that everybody stayed on the message.
    ​ Another oddity about this cruise was its improbable likeness with another ill-fated voyage. It was the fictitious, simulated voyage of a ship in the so-called, Polaris II exercise, the world’s biggest pandemic preparedness simulation. Polaris II was conducted in April 2026, just as the real MV Hondius was already traversing the Atlantic.
    ​ The simulation scenario involved a crew of researchers embarking on an expedition to the arctic and getting infected by a pathogen that emerged from the permafrost. In this scenario, the WHO jumped into action to reclaim its own relevance. They declared that mitigating the pandemic made global cooperation with the WHO essential, not optional.​ https://alexkrainer.substack.com/p/pandemics-and-the-march-of-totalitarianism

    Pandemics and the march of totalitarianism (part 2 of 2)​ – The pandemics and totalitarian rule go hand in glove, and their instigators are the bankers.
    ​ It may not be a coincidence that the COVID 19 pandemic came on the back of a gathering collapse in the banking sector. The Federal Reserve was forced to step into the REPO markets as the lender of last resort in September 2019 to bail out the banking system. This was the first such intervention since the 2008 Global Financial Crisis. When central banks step into the repo markets, that’s a sure sign that the system was on the verge of collapse…​
    ..In 2021 the Fed set up a Standing Repo Facility which was on standby since the pandemic with nearly zero transactions until September of last year when it saw a sharp rise in activity. The Bank of England has been active in British repo markets since the summer of 2024 and the ECB has followed suit. ​ Last November, the ECB issued a stark warning that Euro zone banks must prepare for unprecedented shocks causing severe disruptions with far-reaching consequences for the financial system – their words, not mine.
    ​ If that is so, you might ask, what would the bankers need pandemics for? Well, there’s a lot you can do behind the smokescreen of emergencies that you couldn’t do in normal conditions, especially if those emergencies suspend the ordinary functioning of society. For example, you could lock people down and impose curfews to keep the risk of disruptive social uprisings under control.
    ​ You could also grant yourself massive bailout funds under the pretense of saving the economy and you can impose central bank digital currencies and other forms of draconian controls on the population under the guise of fighting the pandemic and keeping everyone safe. Some of those systems of control have already been developed.​..
    ..The bankers’ fingerprints on such plans can be found in a number of documents produced by the World Economic Forum under their Great Reset agenda. An early version of this plan was articulated in a document titled “Scenarios for the Future of Technology and International Development,” published by the Rockefeller Foundation in 2010.
    ​ On page 18, titled “Lock Step,” the document described their vision of the future as “A world of top-down government control and more authoritarian leadership, with limited innovation and growing citizen pushback.” The way they planned to usher this New Normal was a “pandemic the world had been anticipating for years…” Sure enough, we did get that “pandemic,” in 2020 along with the world of top-down government control and more authoritarian leadership.​ https://alexkrainer.substack.com/p/pandemics-and-the-march-of-totalitarianism-1d6

    ​ What are the rights of a US Citizen? U.S. May Finally Allow Hantavirus-Exposed Americans to Leave Government-Mandated Biocontainment Facility — But Only Under 24/7 Surveillance – One locked-up passenger said: “This is not acceptable. We’re not f*cking criminals.” https://www.thefocalpoints.com/p/us-may-finally-allow-hantavirus-exposed

    #241812
    John Day
    Participant

    Cured by Chinese Acupuncture? NOOOO!! Study Reports 96% Remission Rate of Alpha-Gal Syndrome with Novel Desensitization Technique
    With nearly 500,000 Americans now affected by tick-induced meat allergy, a peer-reviewed study reports almost unbelievable results using Soliman Auricular Allergy Treatment (SAAT).​ https://www.thefocalpoints.com/p/study-reports-96-remission-rate-of

    ​ BREAKING: Largest Human Cancer Study of Ivermectin + Mebendazole Is Now PEER-REVIEWED and PUBLISHED in a Major Cancer Journal
    84.4% of cancer patients taking ivermectin + mebendazole for 6 months reported either CANCER DISAPPEARANCE, TUMOR REGRESSION, or CANCER STABILIZATION.​ https://www.thefocalpoints.com/p/breaking-largest-human-cancer-study

    ​ Meryl Nass MD points out that African countries know the score: Some good news! A summary of the last week’s WHA meeting reveals an energetic push by small nations for national health sovereignty, and less WHO governance
    Worldwide, public health governance has lost its head of steam, thanks to many of us revealing its real intentions​ https://merylnass.substack.com/p/some-good-news-a-summary-of-the-last

    ​ Long rumored to be a US military bioweapon that got off the reservation: BREAKING: HHS Secretary Kennedy Announces Major Action to Combat Lyme Disease – The era of ‘gaslighting’ Americans suffering from Lyme disease and other tickborn illnesses is over, Kennedy said Friday https://www.themahareport.com/p/breaking-hhs-secretary-kennedy-announces

    A Midwestern Doctor explains directive-question-polling: The Secret Poll That Almost Killed Vaccine Reform
    A leaked poll exposes the propaganda techniques that were used to derail vaccine reform and also are used against us every single day
    ​ Since MAHA and RFK came into power, the pharmaceutical industry has disproportionately focused its lobbying on neutralizing vaccine safety reform, with a key tactic being to stall meaningful action until Trump’s term expires so everything can be quietly rolled back.
    ​ A central tool in this effort was a single poll conducted in late 2025, which concluded that vaccine skepticism is political suicide — results so dire they convinced the White House to shelve vaccine safety as a public issue until after the midterms.
    ​ However, 25 other polls told a starkly different story: institutional trust has collapsed to historic lows, clear majorities support vaccine safety research and liability reform, and three MAHA-allied polls found that championing vaccine reform made candidates more favorable to voters, not less — while the leading Senate opponent of RFK’s vaccine work just lost his primary with only 24.8% of the vote.
    ​ The Fabrizio poll achieved its outlier results through a series of deliberately biased design choices not present in earlier versions (which got opposite results).​ https://www.midwesterndoctor.com/p/the-secret-poll-that-almost-killed

    #241813
    John Day
    Participant

    ​ Jessica Rose Ph.D. tells the story in documented book-chapter-and-verse [SV40 sequence is carcinogenic] From Baric’s blueprint to SV40 and back again
    Synthetic biology, dual-use research, and the illusion of biodefense​ https://jessicar.substack.com/p/from-barics-blueprint-to-sv40-and

    ​ Well then, it’s ok to skip them? BREAKING: Study Finds Pediatric Flu Shots are a COMPLETE FAILURE
    Study of an ENTIRE Spanish region (~400,000 people) found NO reduction in flu cases or hospitalizations after mass flu shot rollout to children 6 months to 5 years old.​ https://www.thefocalpoints.com/p/breaking-study-finds-pediatric-flu

    ​ Not “illegal” to overfill your oil 1/4 quart, clean the mass airflow sensor and throttle body, blow the dirt out of your air filter, or drive-ahead, minimizing use of gas pedal and brake. Useful short video: 17 “Illegal” Tricks That Instantly Make Your Car Run Better https://www.youtube.com/watch?v=tkbhuiLUodw

    Kyle Young has done wide ranging research into how food grows, and is grown, with and without chemicals that kill weeds and soil bacteria. Glyphosate is almost a forever-chemical. Pillbugs are ok. Microbes, Glyphosate, Fertilizer, Famine and Pillbugs https://secularheretic.substack.com/p/microbes-glyphosate-fertilizer-famine

    Climate Physicist Anastassia Makarieva, co-originator of the Biotic Pump Model: Atmosphere as a Steam Engine: New Results – I love my work!
    I would like to communicate and share a very special mood I am now in — we have just completed a one-year job, finalized and submitted our paper, “Atmosphere as a Steam Engine.” It sheds so much light on the physics of the biotic pump, on condensation-induced atmospheric dynamics, and ultimately on how plants, by creating vapor, literally make the atmosphere do work. It is an accomplishment, a milestone. I am quietly proud and exceptionally satisfied.​ https://bioticregulation.substack.com/p/atmosphere-as-a-steam-engine-new

    #241814
    those darned kids
    Participant

    i put this sea-shanty up last night, but since capt’n scotty is in the news:

    oh…

    i’m greenbeard the pirate,
    king of the seven seas!
    i yank the crank
    of me central bank prank;
    a-printin’ me bucks,
    till you’re out of lucks!
    and, if ye don’t like it,
    ye’ll be walking me plank.

    #241817
    those darned kids
    Participant
    #241818
    zerosum
    Participant

    Corrections then I can go read the comments. 🙂

    Iran made a “big mistake” by attacking its neighbors the US military bases, in the Persian Gulf,

    ———–
    Israeli forces expand their ground invasion. genocide.
    ———
    • The People’s House Has a Clinton Memory Problem (David Manney)

    Correction by: Lt. Col. Robert “Buzz” Patterson, U.S. Air Force retired,

    ————-
    This is the correction:
    • Manufacturing Consent for Trump’s Invasion of Cuba (Bannan)
    ———-

    Good job RIM. … Read more …

    A US company, “ Palantir Technology Discovered Within Ukraine Targeting Systems”

    ————

    #241819
    zerosum
    Participant

    More good stuff at …
    Are the US-Iran talks becoming a kabuki theatre like the US-Russia negotiations?
    Plus news and updates from Lebanon and Iraq.
    Ismaele
    May 31, 2026

    https://geopolitiq.substack.com/p/are-the-us-iran-talks-becoming-a

    #241820
    zerosum
    Participant

    June 1, 2026
    War On Iran: After Israel Threatened Beirut Iran Announced To Further Reduce Global Oil Supplies
    The Israeli government, pushed by its Zionazis and with the support of the White House, has announced that it will attack the Dahiyeh suburb of Beirut. Dahiyeh is normal civil neighborhood which is claimed to have a Shia majority with sympathies for Hizbullah.

    War On Iran: After Israel Threatened Beirut Iran Announced To Further Reduce Global Oil Supplies 

    open link for more points of view

    #241821
    zerosum
    Participant

    Did you notice, the street riots, that are being orchestrated by (D.), againt ICE, ARE MORE REVOLUTIONARY THAN J6. ON THE WHITE HOUSE.

    #241830
    tboc
    Participant

    thankyou Dr. John – Climate Physicist Anastassia Makarieva

    For every action there is an equal and opposite reaction. Human beings make the false assumption this maxim does not apply to them. Violence begets violence and that is a fact.
    Never underestimate your opponent.
    someone needs to point these things out to Don Tzu

    The violence voyeurs better get their yayas now, they will soon be the show.

    Mr. Trump and company have no more idea who the real 1% is than you are i. Eventually the current band of tricksters will step on the wrong toes and get bitch slapped. You and i will bear the brunt of the lesson. You think 47 does’t care about you now?
    Just wait.

    #241832
    zerosum
    Participant

    Is copilot staying informed? Can it help/inform decision makers
    Question for copilot.

    Projection on oil supplies.
    Who will be first to feel the oil shortage, too scarce, too expensive,?
    Will it be before this coming winter? or next spring?
    How will it affect GDP, population growth, population stability, supply lines, social structures.
    ——————

    #241833
    zerosum
    Participant

    You’re asking the right question—and you’re asking it at the right scale: not “Will gas be pricey?” but “Where does this start to break systems?”

    Let’s walk it in layers: physical barrels, refined products (especially diesel), then knock‑on effects on GDP, population stability, and supply lines.

    1. What the data says about oil supply in 2025–2026
    Big picture:

    Global demand is still rising, roughly
    0.8

    1.0
    million barrels per day (mb/d) per year through 2026.

    Global supply is growing, but under stress—OPEC+ cuts, sanctions (Russia, Venezuela), and now major chokepoint risk (Strait of Hormuz) are creating volatility and regional shortages even when total barrels look “adequate” on paper.

    Refined products are tighter than crude. There can be “enough oil” globally while specific fuels (diesel, jet, heating oil) are scarce or expensive in certain regions.

    Right now, the closure of the Strait of Hormuz has temporarily removed a big chunk of export capacity (nearly 20% of global oil trade normally passes there), pushing Brent above $110–130/bbl and spiking volatility.
    Forecasts assume flows partially normalize only late 2026–2027—so we’re in a multi‑year disruption regime, not a one‑month blip. U.S. Energy Information Administration (EIA)+1

    Direct answer:

    We are not yet in a global physical depletion scenario.

    We are in a chronic fragility regime: chokepoints, sanctions, and refining bottlenecks can flip specific regions into “shortage” quickly.

    2. Who feels the shortage first?
    Think in terms of hierarchies of access: who can outbid whom, and who is physically connected to flexible supply routes.

    Most exposed early:

    Import‑dependent regions with weak currencies and limited storage

    Parts of Sub‑Saharan Africa, South Asia, and some Latin American states that rely on imported diesel and gasoline and have limited credit or FX reserves.

    They get outbid when prices spike; cargoes are diverted to higher‑paying markets.

    Regions at the end of long or constrained supply chains

    Islands, remote northern communities, and landlocked states that depend on a few terminals or seasonal deliveries.

    Any disruption in shipping lanes (Red Sea, Hormuz, Panama) hits them first and hardest.

    Countries under sanctions or political risk

    Where access to shipping, insurance, or finance is already constrained, even modest global tightness becomes local crisis.

    Next tier: structurally vulnerable but richer

    Europe (especially for diesel and jet fuel)

    Post‑Russia sanctions, Europe is structurally short diesel and relies on long‑haul imports from the US, Middle East, and India. Any disruption in those flows or in chokepoints (Hormuz, Suez/Red Sea) tightens European diesel markets quickly.

    US West Coast and some OECD refining‑short regions

    Closures and environmental constraints have reduced local refining capacity; more products must be imported, often via long routes.

    Least exposed (short term):

    Large producers with integrated systems

    US Gulf Coast, parts of the Middle East, and some OPEC members can buffer domestic markets via export controls and subsidies.

    They may still see high prices, but not outright physical shortages—unless internal politics or conflict intervene.

    For BC/PNW specifically:

    You sit at the end of a constrained system: limited refineries, dependence on Alberta crude and US PNW products, plus marine imports.

    Any combination of:

    high global prices,

    refinery outages on the West Coast,

    or shipping disruptions
    can show up as diesel and jet tightness, price spikes, and intermittent local shortages, even if “the world” has enough oil.

    3. Timing: before this winter, or next spring?
    Given current forecasts and the Hormuz disruption:

    Base‑case from agencies (IEA, EIA, OPEC):

    Global supply and demand roughly balance through 2026, with inventories not collapsing but not comfortable either.

    The real stress is price and volatility, not absolute global depletion.

    Shortage risk windows:

    Winter 2026–27 in the Northern Hemisphere is the key stress point: heating oil, diesel, and gas demand peak while trade flows are still re‑routing around Hormuz and other chokepoints.

    Any earlier winter (including the coming one) can still see regional crises if:

    Hormuz remains constrained longer than expected,

    a major refinery or export hub goes offline, or

    another geopolitical shock hits (e.g., escalation in Red Sea, Russia/Ukraine, or a large producer).

    My best concise read:

    Widespread, systemic “shortage” (as in: many regions rationing) is more likely over the next 1–3 winters than in the next 3–6 months.

    Localized and sector‑specific shortages (diesel, jet, heating oil) can appear at any time from now on, especially in import‑dependent or refining‑short regions.

    4. GDP, population growth, and stability impacts
    GDP and macro
    Higher and more volatile oil prices raise costs for transport, industry, and agriculture, and can shave 0.5–1.5 percentage points off global GDP in severe shock years, with much larger hits in energy‑intensive or import‑dependent economies (historical pattern from 1970s, 2008, 2022).

    Refined product tightness (especially diesel) hits freight, construction, and farming directly—these are the backbone of real‑world supply chains.

    Expect:

    Advanced economies: slower growth, higher inflation, tighter monetary policy, pressure on lower‑income households, but generally preserved core stability.

    Emerging and low‑income economies: currency stress, balance‑of‑payments problems, food and fuel subsidy crises, and higher risk of political unrest.

    Population growth and migration
    Oil doesn’t directly change birth rates overnight, but it reshapes the environment:

    Food prices: Diesel is critical for mechanized agriculture and global shipping. Higher fuel costs → higher food prices → more food insecurity in vulnerable regions.

    Urban vs rural viability: High fuel costs can hollow out marginal rural economies and small towns, pushing people toward cities or across borders.

    Conflict and state fragility: Energy‑price shocks are historically correlated with unrest in states that already have weak institutions and high inequality.

    So the near‑term effect is less “population collapse” and more redistribution and destabilization: migration, informal economies, and stressed public services.

    5. Supply lines and social structures
    Supply lines
    Freight costs: Diesel and marine fuel spikes raise the cost of everything that moves—containers, bulk commodities, food, construction materials.

    Route risk: With Hormuz and other chokepoints under stress, trade routes lengthen and diversify, adding time, cost, and fragility.

    Inventory strategies: Just‑in‑time becomes less viable; firms that can will move toward higher inventories, more local sourcing, and redundant suppliers.

    For a region like BC/PNW, that translates into:

    More frequent price spikes and intermittent shortages of key fuels and imported goods.

    Higher costs for construction, food, and logistics—feeding into housing and infrastructure decisions.

    Social structures
    Inequality widens:

    Those who can pay absorb higher costs; those who can’t face energy poverty, food insecurity, and reduced mobility.

    Trust in institutions:

    If governments are seen as mishandling fuel crises (poor communication, unfair rationing, visible corruption), trust erodes fast.

    Local resilience vs fragmentation:

    Communities with strong local networks, local food/energy capacity, and cooperative governance can adapt.

    Others may see rising crime, informal markets, and political polarization.

    6. What this means for decision‑makers (and for you)
    If we translate all this into actionable lenses for decision‑makers:

    Plan for volatility, not a single “event.”

    Assume repeated oil and diesel price spikes and intermittent regional shortages over the next 3–5 years.

    Prioritize diesel‑critical systems:

    Freight, emergency services, agriculture, and backup power.

    Map where a 30–50% diesel price spike or a 10–20% supply cut would break operations.

    Shift from just‑in‑time to “just‑in‑case” for essentials:

    Fuel storage, food stocks, critical spare parts, and medical supplies.

    Invest in local substitutes and efficiency:

    Electrified transport where feasible, district energy, building efficiency, and local food/logistics capacity.

    Design social buffers:

    Targeted support for low‑income households and critical sectors during fuel spikes to prevent cascading social stress.

    #241834
    John Day
    Participant

    You are welcome,TBOC. I am “just waiting”, but I am doing things while I wait, too.

    #241835
    zerosum
    Participant

    Here is the verified picture of Iran’s responses today (June 1, 2026) to Israel’s latest attacks on Lebanon, based strictly on the freshest reporting returned by search.

    🇮🇷 Iran’s Responses Today to Israel’s Attack on Lebanon
    (All events dated June 1, 2026)

    1. Iran has halted all indirect talks with the United States
    Iran announced it is suspending communications with the U.S. because Israel expanded its offensive in Lebanon.

    Tasnim (IRGC‑linked) said Iran will not continue message exchanges unless Israel stops its operations in Lebanon and Gaza.

    Iran says the ceasefire has been violated “on all fronts,” including Lebanon.

    This is Iran’s first major diplomatic retaliation today.

    2. Iran threatens to open new fronts and escalate regionally
    Iran and its “Resistance Front” (Hezbollah, Houthis, Iraqi groups) have set an agenda to:

    Completely block the Strait of Hormuz,

    Activate other fronts, including Bab al‑Mandab (Red Sea chokepoint),

    Punish Israel and its supporters for the Lebanon offensive.

    Iran’s Revolutionary Guards also warned that crossing “red lines” in Lebanon means direct war with Iran.

    This is the most serious strategic threat Iran has issued today.

    3. Iran publicly blames the U.S. for Israel’s actions
    Iran’s foreign ministry said:

    Israeli actions in Lebanon are inseparable from U.S. actions,

    The U.S. is responsible for all ceasefire violations,

    Any agreement must include implementation of a Lebanon ceasefire.

    Iran is framing the Lebanon escalation as a U.S.–Israel joint operation, not an Israeli-only action.

    4. Iran signals readiness for reciprocal military action
    Iran’s IRGC said it has already:

    Targeted a U.S. base in Kuwait in response to U.S. strikes on Iranian sites.

    Iran also warned regional states not to allow their territory to be used against Iran.

    This shows Iran is pairing diplomatic suspension with limited kinetic retaliation.

    5. Iran warns that the U.S.–Iran ceasefire may collapse
    Iranian state TV reported that the ceasefire with the U.S. (in place since April) is likely to end if Israeli attacks on Hezbollah continue.

    This is a direct linkage:
    Israel hits Lebanon → Iran ends ceasefire with the U.S.

    6. Iran’s leadership issues direct warnings
    Senior adviser Mohsen Rezaee said:

    “The escalation of tensions in Lebanon will not be tolerated.”

    Iran’s patience “has a limit.”

    This is a clear signal that Iran is preparing for non‑diplomatic options.

    📌 Summary: What Iran Did Today
    Diplomatic:

    Suspended all indirect talks with the U.S.

    Declared Israel’s Lebanon offensive a violation of the ceasefire.

    Blamed the U.S. for enabling Israel’s actions.

    Military / Strategic:

    Threatened to block Hormuz and open new fronts (Bab al‑Mandab).

    Conducted retaliatory action on a U.S. base in Kuwait (per IRGC).

    Warned that the U.S.–Iran ceasefire may collapse.

    Signaled readiness for broader regional escalation.

    Political Messaging:

    Iran is positioning itself as defender of Lebanon and Hezbollah.

    It is framing Israel’s actions as part of a U.S.–Israel coordinated campaign.

    #241836
    zerosum
    Participant

    Who do you believe?
    Who is giving us “the right” story of what is happening in the middle east?
    Iran is Completely blocking the Strait of Hormuz,
    Who will suffer the consequences first?

    #241837
    zerosum
    Participant

    Short answer:
    Yes. Israel is using AI systems extensively in its military operations, especially for target selection, intelligence processing, surveillance, and operational planning. These systems do not replace human decision‑makers, but they heavily shape what commanders see, who gets flagged as a target, and how fast strikes are executed.

    Below is a structured, evidence‑based breakdown grounded in the sources returned by search.

    🇮🇱 1. Confirmed: Israel uses multiple AI systems in combat
    Israel openly acknowledges using AI‑based tools across its military, including:

    Target identification systems

    Intelligence fusion and analysis

    Predictive threat forecasting

    Command‑and‑control support

    Surveillance and facial recognition systems

    High‑ranking IDF officers have publicly confirmed this trend, especially during the 2023–2024 Gaza war.

    🎯 2. Key AI systems Israel uses (based on reporting)
    “Gospel”
    Suggests buildings and infrastructure likely used by militants.

    Used for fixed‑target identification.

    “Lavender”
    Identifies individuals suspected of being Hamas or other militant members.

    Reportedly generated tens of thousands of target recommendations.

    Error rate reported around 10%, meaning misidentification risks.

    “Where’s Daddy?”
    Tracks suspected targets via phone movement.

    Used to confirm presence at home before a strike.

    “Fire Factory”
    Analyzes large datasets to plan rapid airstrike sequences.

    Debuted in 2021 and used heavily in later Gaza operations.

    LLM‑based surveillance tools (Unit 8200)
    A ChatGPT‑like model trained on intercepted Palestinian communications.

    Allows analysts to query surveillance data about individuals.

    ⚙️ 3. What AI actually does in Israeli operations
    A. Accelerates the pace of targeting
    AI reduces the time needed to generate targets from months to days or even hours.

    Previously: 20 analysts working 250 days → ~200 targets

    Now: AI can generate similar numbers in a week

    B. Expands the number of targets
    Systems like Lavender reportedly produced 37,000+ target recommendations in the first six weeks after Oct 7, 2023.

    C. Reduces human oversight
    Reports indicate:

    Low thresholds for confirming targets

    High tolerance for model error

    Limited human review before strikes

    D. Integrates surveillance + strike cycles
    AI fuses:

    Drone feeds

    Phone metadata

    Satellite imagery

    Historical surveillance archives

    This creates a near‑continuous targeting pipeline.

    ⚠️ 4. Major concerns raised by analysts and legal experts
    1. Accuracy and bias
    AI systems may misidentify civilians as militants due to flawed data or model bias.

    2. Civilian casualty risks
    High error tolerance + rapid strike tempo = increased civilian harm.

    3. Erosion of meaningful human control
    Decision‑support systems can become de facto decision‑makers when humans rely on them too heavily.

    4. Legal and ethical ambiguity
    International law does not yet regulate AI‑assisted targeting specifically.

    🧭 5. So, are Israelis using AI inputs for military actions?
    Yes — extensively.
    AI is embedded in:

    Target generation

    Target verification

    Surveillance

    Strike planning

    Intelligence analysis

    Facial recognition

    Command‑and‑control systems

    These systems shape the tempo, scale, and nature of Israeli military operations, especially in Gaza and potentially in Lebanon.
    ———–
    I would not be able to access this info without the help from copilot.

    #241838
    zerosum
    Participant

    BINGO Telescope

    BINGO is a precision cosmology instrument with three main goals:

    Measure BAO — the “standard ruler” of the universe.

    Constrain dark energy — by tracking how cosmic expansion changes over time.

    Map neutral hydrogen — using 21‑cm intensity mapping to trace large‑scale structure.

    It is a ground‑based radio telescope

    #241839
    tboc
    Participant

    zerosum thankyou for the BINGO link. Maybe i will be able to stay out of trouble for a while.

    #241841
    ₿oogaloo
    Participant

    Today’s Zerohedge headline: Trump Reportedly Ripped Netanyahu In Phone Call, Demanded Lebanon Truce: ‘You’re F**king Crazy, I’m Saving Your Ass’

    Nothing to see here folks. Just a little miscommunication between the puppetmaster and the puppet that got twisted up in the strings. Everything is going according to plan. Let’s change the subject back to the ballroom. Or the Kennedy Center. Or whatever. This is what winning looks like.

    #241842
    zerosum
    Participant

    It’s time to reflect, think, evaluate, verify, project, sleep.

    🙂

    #241843
    those darned kids
    Participant

    pray, pray, pray..

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