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 August 31, 2026  Posted by at 10:05 am Finance Tagged with: , , , , ,  Add comments


J.M.W. Turner Old London Bridge 1794


No, Iran Is Not Winning: It’s Losing Its Leverage In Hormuz (CNN)
Pentagon Strikes Iran Island Target, In First US Military Action In Weeks (ZH)
Moscow and Kiev Exchange Attacks, But Only One Side Feels Impact (CTH)
Renaming a Lake: A Surefire Way to Expose the Corrupt (Florack)
CIA Director Pushed Trump-Putin-Zelensky Summit During Moscow Visit (ZH)
U.S. Visa Restrictions, Reviews and Applicant Suspensions (CTH)
Trump Nukes NBC’s Kristen Welker Again (Matt Margolis)
Trump Advises Corporations to Depart Canada for Stability in USA (CTH)
James Clyburn Basically Says Clarence Thomas ‘Ain’t Black’ (Matt Margolis)
California Lawmakers Keep Giving Businesses Reasons to Leave (David Manney)
Michelle Obama Proves Again She’s a Horrible Person (Matt Margolis)

 


 

https://twitter.com/CaseyKrol/status/2093661891960742319?s=20 https://twitter.com/BasilTheGreat/status/2093980276099539329?s=20 https://twitter.com/nicksortor/status/2094133199970443534?s=20 https://twitter.com/BoLoudon/status/2093788594448007295?s=20

 


 


Must have taken some pain at CNN to admit this.

Brett McGurk is a CNN global affairs analyst who served in senior national security positions under Presidents George W. Bush, Barack Obama, Donald Trump and Joe Biden.

“..this new fourth act — a military embargo — is something that Iran has never confronted before.

He does maintain it’s a recent development. It’s not. Iran was never winning.

No, Iran Is Not Winning: It’s Losing Its Leverage In Hormuz (CNN)

A conventional wisdom has begun to settle over the war with Iran: Iran won. The argument is straightforward. The US and Israel bombed Iran for weeks, inflicted enormous damage, and demanded major concessions. Iran refused to surrender. Its government remains in power. Its missiles remain a threat across the region. And most important, Tehran still has the ability to disrupt shipping through the Strait of Hormuz, imposing higher energy costs on the US and much of the world. Over the summer, Trump warned of a global depression if the Strait remained shut.


The fourth act
That’s a strong argument. But it may have proved premature. Wars are contests of leverage and endurance. And the contest now looks very different from even a few months ago. The arc of this six-month conflict has proceeded in four acts. Act One began with intensive airstrikes on February 28 and lasted through six weeks of high-intensity military operations. Act Two began with the April 7 ceasefire and negotiations, culminating with the June 17 MOU signed by Trump and Iran’s president, Masoud Pezeshkian. Act Three began weeks later when Iran chose once again to target commercial ships in the Strait of Hormuz, leading to another tit-for-tat military exchange.

That was the moment calls rose for the US effectively to give up and cede control of the Strait to Iran. The United States appeared to be out of options. Not so fast.

Since mid-July, the US has reimposed its military blockade on Iranian ports and sanctions on Iran’s oil trade. In parallel, the U.S. military has worked tirelessly to clear shipping lanes and help protect commercial ships transiting the Strait. The result has been an effective blockade on Iranian oil shipments, with global shipments recovering and energy prices remaining remarkably stable. Bloomberg reported this week that oil flows through the Strait have recovered to 2/3 of pre-war levels. That means pressure is now compounding on Iran, and not the US. And if Iran loses its ability to hold the Strait hostage, its leverage dissipates rapidly.

A better US strategy
Iran entered the war weakened by years of sanctions and economic mismanagement. Its position today is considerably worse.mAccording to the International Monetary Fund, Iran’s economy is expected to contract by more than 5% this year, with inflation approaching 70%. The value of Iran’s currency has fallen sharply. Prices for basic goods have soared. An Iranian Labor Ministry official recently estimated that more than one million jobs disappeared during the first three months of the war alone.

These statistics matter because Iran’s ability to sustain the conflict ultimately depends on more than its remaining missile arsenal. Before the war, the Iranian regime confronted unprecedented public pressure against its repressive rule and failing economy. Thousands of Iranians were reportedly killed in the streets.A better American strategy from the start may have been an economic campaign to support the Iranian people demanding change. The first act of the war — removing most of Iran’s leaders — resulted in consolidation by the Revolutionary Guards and further crackdowns against the majority of Iranians that oppose their rule.

But the Guards require resources to rule by force, and this new fourth act — a military embargo — is something that Iran has never confronted before. Indeed, this is the first time since the 1979 Revolution that Iran has faced a quarantine on its economic lifeline through Hormuz. Their way out is to stop threatening ships in the Strait and abandon what’s left of its mostly destroyed enrichment program. That’s a deal Trump would accept. Doing either, however, from the vantage point of the Guards would show weakness and threaten their rule.

Iran’s cards
Tehran may seek to fight its way out of this noose. Its strategy through the first three acts was clear: threaten commerce in the Strait, raise energy prices globally and gasoline prices in the US, increase global economic pressure and ultimately force Trump to back down, particularly with midterm elections approaching. Iran has also targeted the energy infrastructure of the Gulf states and could do so again. Its proxy force in Yemen, the Houthis, have threatened to shut down commerce through the Red Sea with Iranian missiles and drones.

All that would mean resorting to the same tactics from the early acts of the war. Strategically, it has not worked for Iran. The Gulf states are not happy with the war, but most do not support giving in to Iran’s extortionist demands in the Strait. Iran’s attempts to close the Strait with drones and mines are also now — for the first time — failing.So, I would not discount the risk of an Iranian escalation as the economic pressure builds. But it may not be enough at this stage to reduce that pressure. Trump appears far more committed than Iranian leaders apparently presumed.

Breaking point
Iranian leaders and many Western analysts project immunity to pressure. Iran will never surrender its nuclear program or the Strait of Hormuz. Or its terrorist proxies around the region. That’s something we all must accept as a fact of life in the Middle East, according to Tehran.Foreign Minister Abbas Araghchi argued last week that the blockade and sanctions pressure are “bound to fail” just as all other campaigns, he said, had failed to change Iranian policy. I used to hear the same thing from experts about ISIS, when I was leading the campaign to defeat the group. And Hamas, when negotiating to free the hostages held in Gaza.

Not the last act
In fact, everyone has a breaking point. Iran thought it had found Trump’s. Trump may yet find theirs. It’s too early to call. This contest in some form may last through the end of Trump’s presidency and beyond. It’s been ongoing for nearly five decades. The earlier acts in this war were mired from the US side by shifting and ill-defined objectives, widely careening positions, and inconsistent statements.

But Act Four seems different. The US military has a clear objective as outlined this week by the commander of CENTCOM, Admiral Brad Cooper. It is enforcing the blockade on Iran and facilitating the movement of commercial traffic. The objective for the US should be similarly well-defined. Iran must abandon claims on the Strait and give up the nuclear enrichment program. Until then, this will be the new status quo. And that status quo — perhaps for the first time since the war began — now favors Washington, not Tehran.

Read more …

“It’s not enough for the regime to survive if the economy they oversee dies.”:”

Pentagon Strikes Iran Island Target, In First US Military Action In Weeks (ZH)

Things have been quiet for many days and weeks on the military front when it comes to the Iran war, but on Sunday there are some emerging reports of new but limited US strikes. According to the latest late Sunday from Axios:


Senior American official: Earlier today, American forces attacked two Iranian launchers on Larzac Island. Revolutionary Guard forces were observed preparing to launch rockets carrying sea mines toward the Strait of Hormuz. So despite the White House signaling a move away from military action and toward the economic warfare front, it’s also clear that more sporadic tit-for-tat blows could follow. But Trump has lately made clear that military options are still on the table, and strikes will be utilized as needed.

* * *

Propaganda has always been a problem when it comes to the fog of war. The internet and social media add a new dimension to the confusion as conflicting information is allowed to spread like wildfire using civilians and media outlets as tools for propagation. The lack of confirmation is exploited, often by both sides, and the truth becomes lost in the mire. That said, the facts on the ground will eventually see the light regardless of spin. In the case of the war in Iran, the facts on the ground do not bode well for the Islamic Regime.

Iranian leaders now openly admit that the US blockade has crippled around 35% of the nation’s exports and imports while domestic prices continue to skyrocket by 60% or more. This, however, is not the most immediate problem for the regime. It would appear that initial reports of gasoline shortages across Iran did not convey the true scope of the crisis. In the past week alone more evidence from within Iran has hit social media, showing mass lines at gas stations and panic among citizens as rationing is introduced.

Energy officials have acknowledged a gasoline deficit of roughly 15 million liters every day, warning that strategic reserves have reached “dark red” territory. Iran has ten main operating oil refineries plus the large Persian Gulf Star condensate refinery, which is the country’s biggest gasoline producer, meaning, they do have the capability to produce their own domestic gasoline supply. So, why the shortages?

Some refined products are shipped into Iran from foreign sources and the US blockade is stifling that supply. However, there is also the possibility that the blockade has forced Iran to shut down a number of oil wells due to lack of storage. Depending on the type of well, a shutdown can cause extensive damage and prevent new production for years to come. It’s likely that Iran’s crisis is rooted in an oil supply problem as much as a refining problem.

The Iranians have recently called for a return to the standards set by the MOU agreement with the US, and they have also accused the US of committing “war crimes”, arguing that the blockade is causing a humanitarian crisis.

The recent admissions of economic damage, the fuel shortages and the assertions of humanitarian crisis are a sharp tone shift from Iran’s posture only a month ago. Couple this with the 400% surge in ships traversing the Strait of Hormuz and it would seem that Iran is losing the war outright. If the blockade continues for another few months the financial damage could be irreversible and repairing resource flows could take years.

It’s not enough for the regime to survive if the economy they oversee dies.

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“.. about 90% of the food-logistics infrastructure used by major retail chains [..] has been destroyed.”

Russia’s economy is much less centralized. Bread comes from the baker on the corner, not some factory 100 miles away.

Moscow and Kiev Exchange Attacks, But Only One Side Feels Impact (CTH)

I mentioned this last night, and now more solid reports have emerged. Basically, Ukraine and Russia are taking turns striking each other’s warehouses and distribution centers with missiles and drones. However, the brunt of the damage and chaos is being felt only by one side—Ukraine. Zero Hedge has a solid article explaining the dynamics:


“A Russian drone struck a Ukrainian Defense Forces ammunition storage site in the village of Myla Friday evening, just west of Kiev. The resulting fire and hours of secondary detonations killed at least 37 people, injured dozens more, damaged around 50 residential buildings and a care home for the elderly and disabled, and forced the evacuation of hundreds. Among the dead was the local community head who had gone to help.

In response, Ukrainian President Volodymyr Zelensky said the placement of a weapons depot next to civilians was “terrible negligence.” The first impact, he said, hit a depot storing shells, mines, other munitions, and drones that “definitely shouldn’t have been there” – while prosecutors in Kiev opened a criminal investigation into the legality of storing explosives next to civilian housing. This is the second such incident in two months. A July strike on a depot in nearby Vyshneve produced similar secondary blasts, deaths, and later detentions of state defense-company executives.

Russia’s Defense Ministry said the Myla site held components and launch boosters for long-range drones. It also claimed strikes on Flamingo cruise-missile related facilities in the Kiev region and on the ports of Mykolaiv and Izmail. Social-media claims that Patriots were stored there remain unconfirmed by official Ukrainian statements.” Here comes the fact that few in the west understand:

Friday night’s blast came amid a multi-day Russian campaign of jet-powered drones and missiles that has produced near-continuous air-raid alerts over Kiev and hit warehouses belonging to supermarket chains, postal operators, retailers, and logistics firms. Ukraine Agriculture Minister Taras Vysotskyi told reporters that, “roughly speaking,” about 90% of the food-logistics infrastructure used by major retail chains (large distribution centers serving networks such as Fora, Silpo, NOVUS, and Varus) has been destroyed.

[…] Both sides have been systematically striking each other’s logistics and dual-use commercial infrastructure. […] Zelensky’s government has framed its own long-range strikes as a way to force Russia to negotiate. You can hit centralized Russian distribution centers and not accomplish any material impact to the people of Russia. However, if you hit centralized Ukraine distribution centers, chaos and crisis quickly surfaces for Kiev residents. The why is not complicated.

Metropolitan Russia, home to more than 75% of the population, was set up around the concept of govt planned precincts. Each few buildings you will find a generally useful grocery store, a bakery, a coffee shop, a pharmacy, a utility store, tobacco, produce shop etc. all within immediate walking distance. EX. Bread is made in each bakery; made, not just taken out of a box. Actually made. They set it up that way a long time ago during the Soviet era. Now, over time stores are different, but the planning never changed. The people of Russia also operate Dacha Gardens all over the urban sprawl and suburban areas.

“Gardening as provided food for the people of Russia for over 1,000 years, starting as mainly subsistence or survival gardening and evolving into an independent, self-provisioning model between the Bolshevik Revolution and World War II and continues into today.” Ukraine, we are told – even by former Defense Minister Fedorov, was convinced by western intelligence analysis that destroying the roughly 200 online Wildberries distribution centers it would cripple the Russian consumer economy. Increased strikes did not yield the desired results.

Who in their right mind thought destroying regional Russian online warehouses would have some great impact? Russia is analog in a digital world. However, conversely in our westernized, centralized, corporate consumer structures and logistics, we built distribution economies on centralized production and cost-efficient distribution, vis-a-vis Kyiv or Brussels etc. Ex. The western bread for a hundred locations is made in one centralized or regional facility. Boxed, shipped and distributed for maximum efficiency and profit.

Bombing Russian distribution centers doesn’t have any impact on the precinct level operation. But taking out westernized regional hubs and distribution centers in Kiev can create immediate chaos. That’s what we are seeing now. Honestly, this is not complicated to analyze. These are two completely different economic and logistic models. One is centralized (Ukraine) and one is decentralized (Russia). Attacking the logistics of a decentralized system creates no substantive impact. Attacking the logistics of a centralized system creates major impact. I think part of the reason the western news doesn’t make sense is because western media doesn’t understand Russia or pretend not to know things. Apparently, the same applies to Western intelligence.

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“Carney rode into power in 2025 on a wave of manufactured Canadian nationalism, casting himself as the last line of defense against American economic influence — “elbows up,”

Renaming a Lake: A Surefire Way to Expose the Corrupt (Florack)

Watching the tussle between Canadian Prime Minister Mark Carney and President Donald Trump unfold — the former “Lake Ontario”/”Lake America,” ya know… Well, I’ve decided it’s about time I waded into this fight.


Carney rode into power in 2025 on a wave of manufactured Canadian nationalism, casting himself as the last line of defense against American economic influence — “elbows up,” as the slogan goes. Strip away the branding, though, and you find a man deeply, personally enmeshed in the very country he’s built his entire political persona around opposing. Grade-one hypocrisy, dressed up in a maple leaf.

Start with his kids. Half of Carney’s children have lived and studied in the United States, at Harvard and Yale — the exact institutions you’d expect a man warning Canadians nightly about “American unreliability” to steer his family well clear of. Instead, he sent them straight into the belly of the beast. I don’t know. Perhaps there are no institutions that are blue-blooded enough in Canada to make Carney happy.

Then there’s the money, and this is where it gets genuinely rich, pun intended. An independent review of Carney’s own ethics-commissioner disclosure counted 515 American-headquartered companies among 567 total holdings — a staggering 90.8%, typically rounded to 91%. Canadian holdings amounted to just four companies, roughly 0.71%. Rebel News narrows it further: of his eight controlled assets, only three are Canadian — Canadian Natural Resources, Canadian Pacific Kansas City, and, amusingly, Lululemon.

The rest read like a highlight reel of American capitalism: Tesla, Alphabet, Amazon, Apple, Meta, Microsoft, Netflix, Bank of America, Morgan Stanley, Exxon Mobil, Chevron, Boeing, Lockheed Martin, Ford, and Walmart, according to Global News’s reporting on the disclosure. A man who built his brand warning Canadians away from American entanglement somehow forgot to warn his own portfolio manager.

Then there’s Brookfield, where this stops being merely embarrassing and starts looking like an actual conflict of interest. The Conservative Party of Canada points out Carney has actively championed Westinghouse, a nuclear firm his old employer, Brookfield Asset Management, helped acquire during his tenure. Brookfield manages over $1 trillion in assets and, unlike a typical bank, directly owns and operates real assets and businesses — real estate, power grids, renewable energy, and private equity investments. Canadian Conservatives have also flagged that Carney’s answer to the housing crisis leans on prefabricated housing, a sector dominated by Modulaire — another company tied directly to his old Brookfield portfolio.

The controversy around Carney’s blind trust stems from exactly this overlap: Brookfield is an active owner-operator across nuclear energy, housing infrastructure, and AI data centers — precisely the sectors Carney now subsidizes and deregulates as prime minister. Funny how that keeps lining up.

His defense, when pressed, is standard-issue: it’s all in a blind trust, so he can’t possibly know what’s in it. Sorry, no sale, Mark. A trust doesn’t erase ownership — it just moves it out of the spotlight. Democracy Watch’s Duff Conacher has called Canada’s blind trust laws effectively meaningless, riddled with loopholes wide enough to drive a transport truck through.

In fairness, that 91% figure describes the count of companies in the disclosed account, not the dollar value of Carney’s wealth and not a live snapshot of current holdings, since a third party now controls the trades. It’s an honest count of a real 2025 disclosure, not a measure of his net worth. That distinction doesn’t let him off the hook — it just means the sharpest version of this argument is the accurate one: the documented record shows a man whose investment instincts point overwhelmingly south of the border, whose signature company built its empire on the exact sectors he now legislates, and whose own family chose American classrooms over Canadian ones.

Carney wants Canadians to believe he’s fiercely guarding their national interests against American encroachment. Yet every bet he’s personally placed, with his own money and his own children’s futures, runs straight through the United States. Easy to play the nationalist from behind a podium when your actual wealth is anchored on the other side of the border — and there’s still Canadian tax revenue left over to toss around in the meantime. Now let’s talk about Ontario Premier Doug Ford.

Ontario’s premier stood up just yesterday, unveiling a sign insisting it would always be “Lake Ontario,” as though he’s got any actual say in the matter.

But as you might expect from one of Carney’s staunchest defenders, Ford’s own history is no shortage of scandal. I live within earshot of enough Canadian radio to have been entertained by most of it firsthand. A few highlights from my own notes:

His 2019 overhaul of the Ontario Autism Program was meant to clear a long waitlist but instead threatened to cut off access entirely for many families, sparking widespread protests before the government partially reversed course. That same year, his chief of staff, Dean French, resigned in a patronage scandal after lucrative foreign government postings — including one to a 26-year-old whose chief qualification was playing lacrosse with French’s son, at a $165,000 salary — went to people personally connected to French. Ford revoked the appointments but drew criticism for brushing off reporters’ follow-up questions.

Around the same time, Ford appointed longtime friend Ron Taverner, a Toronto police superintendent, to head the Ontario Provincial Police, only for it to emerge that the job’s qualifications had been quietly lowered specifically to make Taverner eligible; he eventually stepped down under pressure. Separately, retroactive public health funding cuts stripped roughly $177 million a year from Toronto Public Health and Paramedic Services, totaling close to $1 billion over a decade.

The biggest scandal by far is the Greenbelt affair. Video surfaced of Ford, before even winning office in 2018, promising to “open up a ‘big chunk'” of protected Greenbelt land to developers. Once in office, he did exactly that. Ontario’s own auditor general and integrity commissioner both investigated and found evidence pointing to corruption in how the land was selected and released. The RCMP opened a criminal investigation. Two staffers and two cabinet ministers resigned. Ford’s approval rating hit record lows, with a majority of poll respondents calling the deal outright corrupt — and after weeks of defending it publicly, he ultimately reversed course and canceled the whole plan.

There’s more. Breaking Ontario’s exclusive Beer Store contract to allow alcohol sales in convenience and grocery stores cost $225 million in compensation, with the province’s own Financial Accountability Office projecting total losses could reach $1.4 billion to $1.9 billion by 2030.

The Ontario Science Centre closure drew scrutiny after developers with ties to Ford’s family bought land adjacent to the site shortly before Ford announced a subway stop there that boosted nearby land values — the closure itself later justified by a disputed structural report.

Read more …

Well, nobody seems to know what he did there.

CIA Director Pushed Trump-Putin-Zelensky Summit During Moscow Visit (ZH)

CIA Director John Ratcliffe, left, held talks in Moscow with Russia’s foreign intelligence chief, Sergey Naryshkin

Yet another take has been issued, and more alleged details, on CIA Director John Ratcliffe’s Tuesday trip to Moscow, which took place amid great secrecy and still even days later has only been subject of immense speculation. Axios is reporting over the weekend that the CIA chief proposed a trilateral meeting between Russian President Vladimir Putin, US President Donald Trump and Ukrainian President Volodymyr Zelensky – when he met with top Kremlin intelligence officials but was not granted a direct meeting with Putin himself.


“Of course, President Putin is immediately briefed on everything,” Kremlin spokesman Dmitry Peskov said, calling the meeting “a positive phenomenon” while not giving additional details. The war has quite obviously ramped up this summer, with tit-for-tat strikes expanding beyond just military and energy targets, to include food and retailing companies, and increasingly even civilian neighborhoods.

According to some details via Axios:
• Ratcliffe’s visit was partly aimed at determining whether Russia’s heads of intelligence services could help convince Putin to move toward resuming U.S.-mediated negotiations with Ukraine, the sources said.
• On Friday, U.S. officials briefed Zelensky on Ratcliffe’s talks in Moscow and the proposal for a trilateral summit.
• The Trump administration has raised the idea in the past. Zelensky has been on board, but Putin has rejected it.

Over in the Middle East, the Iran war has not gone well for Washington, and so the White House has recently pivoted back to seeking a war forward toward peace in Ukraine, needing a foreign conflict ‘win’. However, US admin officials have signaled they are not ready to force Ukraine into a ‘bad’ peace deal. Also according to Axios, “Zelensky’s chief of staff, Kyrylo Budanov, told local media on Thursday that U.S.-mediated talks with Russia could resume in September.”

As for Trump, on Wednesday he told Glenn Beck in an interview: “We would like to see the Ukraine war end,” adding that his administration was “working very hard to get that war ended.” [..] Concerning the CIA chief’s visit to Moscow, some have said that it may have been focused on Iran, amid Washington warnings for Russia to cease helping Tehran, following prior widespread allegations that Russian intelligence provided targeting information of US bases and troops across the Mideast region.

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Use visas to lower your labor costs. Some business model.

U.S. Visa Restrictions, Reviews and Applicant Suspensions (CTH)

As noted by Amanda Louise on X: “[NASSCOM’s] concern wasn’t that jobs would go unfilled because America lacked skilled workers. It was that companies like Infosys would have to “hire many more local Americans, which would be expensive.” “Americans weren’t described as unavailable. Americans were described as the more expensive alternative. And they acknowledged the other half of the problem.. companies with a “strong local American presence” would have a competitive advantage if visa-dependent companies lost easy access to that labor.


That tells Americans exactly what this business model does. Use visa labor to lower costs. Compete against companies that hire more Americans. Win their contracts. And now those American-employing companies have fewer jobs to offer too.

The American worker loses twice.
So why are we still debating what these visa programs are being used for? Their statements tell us the incentive. The immigration filings show us the scale. The layoffs show us who pays the price. How much more evidence does Congress need before it answers why U.S. immigration policy gives companies a competitive advantage for hiring visa workers instead of Americans?”

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“Unpopular ‘Hostess'” of Meet the Fake Press..”

Trump Nukes NBC’s Kristen Welker Again (Matt Margolis)

President Donald Trump has a history with NBC Meet the Press host Kristen Welker, and it isn’t a friendly one. Back in June, he sat down with her for an interview that fell apart before it even ended, with the president walking out mid-conversation. On Sunday morning, he went after her again, this time on Truth Social, and this time he wants the Federal Communications Commission involved.


The trigger was a simple line from Welker describing Trump’s 2026 midterm endorsement record as producing “mixed results.” He opened by mocking her outright, branding Welker the “Unpopular ‘Hostess'” of Meet the Fake Press. From there, Trump laid out his case.

He pointed to two recent Republican wins as proof that his endorsement carries weight: Darline Graham winning the South Carolina Senate primary, and Mike Mazzei winning the Oklahoma governor’s race, both after Trump backed them. He pointed out that his overall endorsement success rate is roughly 99%, including 100% in Senate races and about 98% in House races. Those are not the numbers of a politician with “mixed results,” and Trump made sure everyone knew it.

“How can anyone be allowed to say this, working for freely given Public Airwaves?” Trump asked, before announcing his next move. “Because of this purposeful inaccuracy, she will be reported to the FCC for rebuke or punishment.”

He wasn’t finished with the media at large, either. “Unfortunately, she is not the only one. The Radical Left News is going out of their way to harass, demean, and libel anything ‘TRUMP,'” Trump wrote, framing Welker’s comment as part of a broader pattern rather than an isolated slight.

Trump went on to argue that his critics have settled on a new line of attack: recasting a historic winning streak as unremarkable. “Their new weapon is to say that my 99% SUCCESS Rate on Endorsements, 100% on Senatorial Endorsements (Many of whom were not even given a shot of winning until I Endorsed!), is either a mixed result, or not very good,” he wrote. He wasn’t buying it. “In actuality, it is, without question, the strongest Endorsement in the History of Politics,” he continued. “If it were not, I would be the first to admit it.”

He then made his case with specifics. Graham’s Senate run, Trump wrote, “was the biggest story in all of Politics” because she wasn’t expected to win, but once he endorsed her and she cruised to victory, “the story of her Victory was hardly covered by anybody.” He said much the same thing happened in Oklahoma, where Mazzei “was behind in every Poll” before Trump’s endorsement, and after Mazzei won, “the story was barely covered.”

Trump closed by referring the matter directly to FCC Chairman Brendan Carr, writing that he hoped Carr “and the fine people of his Commission” would “take this Threat to our Country very seriously.” He signed off by calling the press “a Disgrace to our Nation” and thanking his followers for their “attention to this very important matter of Fake Polls and Commentary.”

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“Alberta will never secede from Canada because Premier Danielle Smith is a gaslighting fibber and structurally in alignment with Mark Carney. “

Trump Advises Corporations to Depart Canada for Stability in USA (CTH)

I think we have finally figured out President Trump’s long-term strategy here. Essentially, we have been flummoxed over why President Trump has not yet triggered the 6-month USMCA (CUSMA) termination notice yet. However, he appears to be intentionally drawing this out.


For the deniers, I simply request you to think about it in very simple and logical terms. Do you really foresee any possibility of President Trump or USTR Jamieson Greer renegotiating a USMCA agreement amid the divide Canada is creating? There’s no way terms will ever be discussed. Therefore, with an all-in perspective on termination, the moves President Trump is making now are all just to prolong economic pain and block investment while retaining the termination notice as the hidden ace. [VIA TRUTH SOCIAL]


Why this approach? Well, right now American communists and those with TPS status changes are fleeing to Canada; a human sedimentation tank. Bring back the corporations who set up shop in Canada and swap them for outbound, dependent leftists.

Alberta will never secede from Canada because Premier Danielle Smith is a gaslighting fibber and structurally in alignment with Mark Carney. Additionally, if you look up “battered conservative syndrome” in the geopolitical library you will note that Alberta is the birthplace of the mindset, and Pierre Poilievre is their mascot. Alberta will never leave Canada.

Those who understand the pretense of the UniParty in the United States, likely understand that in Canada the pretending is exponentially more entrenched.

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Black Biden?!

James Clyburn Basically Says Clarence Thomas ‘Ain’t Black’ (Matt Margolis)

Rep. James Clyburn (D-S.C.) sat down with Kristen Welker on Meet the Press Sunday, and the segment on the Supreme Court went about as you’d expect from a Democrat these days. He’s on board with Kamala Harris’s push to expand the Court to 13 justices, because of course he is. I don’t care how many times Democrats swear this isn’t about seizing permanent power. Packing the bench only becomes a priority whenever they’re the ones stuck losing decisions, and something tells me Clyburn’s enthusiasm for a bigger bench is entirely dependent on which party gets to fill those seats.


But that’s not even the part of the interview that made me sit up. Welker brought up something I had no idea about: Clyburn testified in favor of Clarence Thomas’s Supreme Court confirmation back in 1991. Welker even played the tape. “It’s a pleasure for me to be here today to present testimony in favor of my good friend, Clarence Thomas,” Clyburn said in the old clip. “I have known Clarence for ten years and I consider him to be a personal and professional friend, in spite of the fact that he shares a conservative Republican philosophy.”

I looked up his entire testimony, and I was floored. Clyburn praised him as “zealous in his pursuit of the facts and intellectually honest and objective.” Most significantly, Clyburn said civil-rights officials who worked with Thomas found him “highly compassionate, sensitive, judicious” and possessed of the “intellectual honesty that is required in this field.” Despite their disagreements, Clyburn said he had “never found anything in his philosophy of a nature to deny him this Supreme Court confirmation.” He concluded that Thomas was “deeply committed to an even-handed system of justice” and possessed “the integrity, the conscientious spirit, and the basic sense of fairness” required of a Supreme Court justice.

Welker asked the obvious follow-up. “Do you stand by your decision to make the case for Clarence Thomas’s confirmation?” Welker asked. “

Absolutely not,” Clyburn said. He explained that he had trusted Thomas’s background and life experience to guide him on the bench, and that he had expected Thomas to uphold precedents like Brown v. Board of Education and the Voting Rights Act. Then came the line that got my attention. “I had no idea that Clarence Thomas would rebel the way he has against his own background and experiences,” Clyburn said. He added that Thomas’s grandfather raised him in Pin Point, Ga., and accused Thomas of showing “very little sensitivity” to that upbringing.

“Rebelled against his own background.”

Sit with that phrase for a second. Clyburn frames Thomas’s judicial record as a betrayal of an obligation tied to where he came from, as if the Constitution should take a backseat to his childhood ZIP code. As far as I’m concerned, Clyburn accused Thomas of forgetting his roots… more specifically, his experience growing up poor and black.

From where I sit, there’s something familiar about Clyburn’s accusations. They remind me of Joe Biden, while campaigning in 2020, telling host Charlamagne that any black voters still deciding between him and Donald Trump “ain’t black.” The backlash was immediate, and rightly so, because the implication was that authentic blackness requires voting a certain way. Clyburn is making the same argument about Thomas, just dressed up in the language of a Sunday show instead of a campaign bus.

The question isn’t whether Clyburn respects Clarence Thomas’s legal record. It’s whether Clyburn believes black conservatives are allowed to exist at all without being accused of betraying themselves. Thomas has since spent three decades ruling as an actual constitutional originalist instead of the reliable liberal vote Clyburn apparently hoped he would be. Clyburn’s real complaint has nothing to do with constitutional interpretation. He expected Thomas to be a loyal black vote on the Court… which, in his view, means voting with the leftists.

Read more …

“Gov. Gavin Newsom (D-Calif.) may soon receive a bill requiring major companies to swear, under penalty of perjury, that they searched generations of corporate records for ties to slavery.”

California Lawmakers Keep Giving Businesses Reasons to Leave (David Manney)

Gov. Gavin Newsom (D-Calif.) may soon receive a bill requiring major companies to swear, under penalty of perjury, that they searched generations of corporate records for ties to slavery.


“This bill, upon appropriation by the Legislature, would require any business or enterprise that is doing business in the state that was in existence or whose predecessor company was in existence on or before December 31, 1964 and has annual worldwide gross receipts that exceed $100,000,000 to complete an affidavit, under penalty of perjury, verifying that it has searched through any and all records in its and its related entities, as defined, possession, control, and knowledge for records that the in-state covered entity or its related entities bought or sold persons subjected to slavery, used persons subjected to slavery as collateral, provided loans to purchase persons subjected to slavery, insured such transactions or the persons subjected to slavery, or provided related or other services to aid or otherwise facilitate those transactions. The bill would set forth the contents of the affidavit, the timeline and manner of submission, and reporting requirements.

This bill would require the Civil Rights Department to create a public, digital platform by January 3, 2028, within one year after an appropriation is made, that would make available affidavits and reports records made pursuant to the bill and disaggregated data, as described. The bill would additionally require the above-described business or entity, that submits a bid or proposal to, or otherwise proposes to enter into or renew a contract with, a state agency, as described above, to additionally certify, under penalty of perjury, that they have submitted the affidavit in compliance with the above-described provisions. By requiring an affidavit and to certify under penalty of perjury regarding compliance with the above-described affidavit requirements, and thus expanding the crime of perjury, the bill would impose a state-mandated local program.”

The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement. This bill would provide that no reimbursement is required by this act for a specified reason. Welcome to doing business in California in 2026.

Assemblyman Isaac Bryan’s AB 2599 has cleared both chambers of the California Legislature. If Newsom signs it and lawmakers provide funding, businesses operating in California with more than $100 million in worldwide annual revenue would fall under the mandate if they, or a predecessor company, existed on or before December 31, 1964.

Those companies would have to search their records and those of related entities for evidence involving the purchase or sale of enslaved people, use of slaves as collateral, loans financing their purchase, insurance transactions, or other business connected to slavery. The affidavit would be submitted under penalty of perjury, and California’s Civil Rights Department would eventually make the records publicly available.

Of course, slavery is evil; its history deserves to be preserved, studied, and truthfully taught. But California lawmakers have decided corporate compliance departments in 2026 should search records reaching back to 1849 for actions taken generations before anyone now running those companies was born. If Sacramento wants more historical research, California has universities, archives, historians, and an enormous state government. Lawmakers chose to put the burden on private businesses.

Meanwhile, Assemblyman Matt Haney’s AB 2017 is headed toward another Senate vote after being amended again on Aug. 27. It would add Eid al-Fitr and Eid al-Adha to California’s list of state holidays. Courts would remain open, and private businesses wouldn’t be required to close. Muslim Californians should be free to celebrate their holy days, just as every American should be free to practice their faith. AB 2017 carries far less economic weight than Bryan’s corporate mandate. Its relevance is Sacramento’s endless appetite for another designation, requirement, program, or government instruction.

Employers already have reasons to question whether California is worth the trouble. A corrected Public Policy Institute of California study found annual headquarters departures climbed from about 240 in 2011 to more than 400 in 2021. California lost 1,250 headquarters on net during the period studied. The researchers properly noted that relocations remained a small share of overall headquarters activity, but they also found departing companies tended to choose states with lower taxes and less regulation.

More recent data aren’t comforting. A 2026 analysis found California’s largest metro areas, including Los Angeles and the San Francisco-San Jose region, continuing to suffer net headquarters losses. High taxes, labor regulation, and the cost of living remain major pressures. California’s own Employment Development Department reported the state lost 20,500 nonfarm payroll jobs in July, even as unemployment improved to 5.1%. Meanwhile, the nonpartisan Legislative Analyst’s Office calculates an $18.5 billion operating deficit for the 2026-27 budget year.

California remains an economic giant with extraordinary workers, capital, technology, agriculture, ports, and universities. Sacramento seems determined to discover how many unnecessary burdens those advantages can carry. Companies don’t need another reason to leave. California lawmakers keep volunteering them.

Read more …

I don’t really like playing on the man.

Michelle Obama Proves Again She’s a Horrible Person (Matt Margolis)

Barack Obama’s wife, Michelle Obama, has spent years cultivating an image as America’s most relatable first lady, the warm, down-to-earth mom everybody loves. Yet, it seems like every time she opens her mouth, she proves what a horrible person she is. We’re talking Hillary Clinton-level bad.


Last month, we learned that Barack Obama’s wife reportedly made sure Cheryl Hines never got a role in Larry David’s new HBO series, Life, Larry and the Pursuit of Unhappiness: An Almost History of America, because Hines is married to Robert F. Kennedy Jr., President Donald Trump’s secretary of health and human services. Hines played Larry David’s wife on Curb Your Enthusiasm for years. Talk about going low.

I’ve written about some of the lowlights of her post-White House life, from blatantly racist comments to complaining about the luxurious life she lived in the White House like it was a burden. Has anyone so privileged ever complained so much about her own life? Barack Obama’s wife might be the closest thing America has to an answer. But, perhaps even worse, she’s been joyful about not having to parent her own kids. That last one reared its ugly head again last week, on the latest episode of IMO, the podcast Barack Obama’s wife co-hosts with her brother, which aired Wednesday. She told guest Jon Stewart she’s thrilled that raising her children is finally behind her.

Stewart tried to give her a graceful opening, telling her, “You obviously miss the energy and excitement of the kids being around.” Barack Obama’s wife shot that down fast. “I don’t! I love them. I’m going to see them tonight for dinner. I love them. But Barack cried when they went to college. I was like, ‘Bye, goodbye!'” she said.

Stewart tried again, describing what he misses about his own daily grind. “The thing I miss, though, is the job. It gave meaning and a pattern to my life,” he said. Barack Obama’s wife simply replied, “I’m good…” She went on to gush about how “Friday nights aren’t wracked with terror and fear about, ‘Where are you, where are you?'” and said she’s enjoyed watching Malia and Sasha’s “growth” following their “emancipation.”

Emancipation. That’s the word a mother chose for her daughters growing up, as if raising kids is like being condemned to slavery. She insisted she’s still close with her girls, saying, “I’ve had so much quality time with my children, so much, I know them inside and out.” Then she delivered the real punchline: “I love my schedule,” and “I have a great schedule, and it’s all mine.”

Once again, it’s all about me, me, me, me.

Now, let’s think about this for a minute. Malia was ten years old when Barack Obama took office and 18 when he left. Sasha went from seven to 15. That entire stretch of childhood happened inside the White House, where a full-time staff of roughly 90 people cooked, cleaned, and ran the household. Her mother, Marian Robinson, moved in and handled much of the actual parenting. Barack Obama’s wife was too busy jetting around the world with the largest entourage of any first lady in history to be bothered with carpool duty, parent-teacher meetings, booster clubs, etc., etc.

So why is she acting like she just wrapped up a decade of exhausting, hands-on motherhood? Parenthood isn’t easy; no one is saying it is. But her attitude about it is probably the worst I’ve heard from a parent. She sounds more like a childless person boasting about why not having kids is so liberating than an actual parent.

“There is a difference between a mother expressing exhaustion from the demands of motherhood — which is real and relatable — and expressing resentment,” California Republican Party delegate and mother Elizabeth Barcohana told Fox News Digital. “Resentment is what appears to come through in Michelle Obama’s remarks, and it is especially painful to hear amid the national conversation surrounding the Lindsay Clancy trial.” She added, “She seems happy that her daughters’ childhoods are over. That is not a relatable feeling for most mothers at all.”

Barack Obama’s wife doesn’t miss her daughters’ childhoods for a simple reason. She barely showed up for them in the first place.

Read more …

 

 

 

 

https://twitter.com/herbertong/status/2093770659528949805?s=20 https://twitter.com/MAGAVoice/status/2094027463865364487?s=20

 

 

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Home Forums Debt Rattle August 31 2026

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  • #248769

    J.M.W. Turner Old London Bridge 1794 • No, Iran Is Not Winning: It’s Losing Its Leverage In Hormuz (CNN) • Pentagon Strikes Iran Island Target, In Fir
    [See the full post at: Debt Rattle August 31 2026]

    #248782
    Michael Reid
    Participant

    To be clear: the US is at war with the whole world for dominance and freedom is what the US wants to prevent you from having

    there must be a unified effort to expose and displace US information dominance around the globe — through the creation of alternative social media platforms and content not only within individual nations of the world – but platforms for use between the multipolar nations of the world beyond the reach of US censorship, manipulation, and control

    #248783
    Michael Reid
    Participant

    US War on Multipolarism: Turning the Gameboard Over
    Brian Berletic, August 17, 2026
    The world stands at a crossroads: either continued American hegemony or the emergence of a multipolar order, where a balance of power replaces the dominance of a single nation.

    US War on Multipolarism: Turning the Gameboard Over

    The US has pursued a policy of global primacy spanning the 20th and 21st centuries, enduring regardless of presidential administration or the balance between Democratic and Republican parties in Congress, carving out what is a modern-day American empire.
    The US controls not only the entirety of the Western world (Europe, Australia, and New Zealand) but also proxies in South America, Africa, and all across Asia from east to west. It seeks to maintain — even expand — its domination further through military and economic power, as well as through political subversion, infiltration, and capture, as well as through information dominance.

    Conversely, there emerges a multipolar world that favors a balance of power between nations rather than subordination to a single nation.

    The US is waging a multidomain war on multipolarism — stretching far beyond just military and economic power — meaning for multipolarism to prevail — it must mount a multidomain defense likewise extending far beyond just military and economic alternatives
    Centered on the BRICS organization led by the rise of China and the reemergence of Russia, the multipolar world is not only creating the means by which to defend against US encroachment, encirclement, and eventual capture — it is creating an alternative global system holding the potential to entirely displace the toxic US unipolar system.

    Multipolar Ships Rise on China’s Tide

    China’s rise alone in terms of economic, industrial, and military power has, by nearly every metric, matched or is now exceeding that of US power.

    China’s rise has created the opportunity for other nations targeted by US domination to trade with and benefit from a growing center of global power on par with the US and its proxies — allowing nations like North Korea, Russia, and Iran to sustain viable economies despite being cut off from US-dominated “global” economic systems, institutions, and services.

    China, together with a growing number of partner nations, is creating alternatives to these economic systems, institutions, and services long since monopolized and perpetually abused by the US.

    Despite this, the US remains a powerful and dangerous global power — but a global power whose limits are increasingly exposed by the equally powerful and growing multipolar world.

    What has resulted is no longer a contest between two global players, but a player who inevitably faces defeat seeking to topple the gameboard altogether before that defeat fully materializes.

    Toppling the Global Gameboard

    The US finds itself an aggressive global hegemon with a system built upon the perpetual pursuit of power and profit in a finite world where its means to do so are in decline relative to China’s rise alone — saying nothing of the multipolar world China is helping take shape.

    This can be defined in real-world metrics.

    In global trade, 70% of the world’s nations count China as their largest trade partner — with China dominating global manufacturing, critical minerals, and other raw material refining and processing; shipbuilding (200 ships built for every 1 ship built by the US), industrial robotics and other industrial machinery; supply chains; mining; smelting; steel production; and virtually every other modern industrial input, process, and output.

    China commands this industrial supremacy with a population 4-5 times greater than the US — a population larger than the US and its European, Japanese, South Korean, and Philippine proxies combined — and through the creation of millions more STEM (science, technology, engineering, and mathematics) graduates than the US, each and every year for the past two decades.

    These human resources are combined with China’s unprecedented infrastructure expansion in areas such as power generation (leading the world in renewables as well as in nuclear power plant construction) and power grids, mass transportation (possessing the largest high-speed railway in human history together with the world’s fastest passenger trains and most powerful freight locomotives), industrial clusters, and telecommunications (5G networks).

    Much of this infrastructure not only exists all across China but is now expanding globally through China’s Belt and Road Initiative (BRI).

    The gaps emerging between China’s rise and existing US power are so large – in many cases the US has given up on even attempting to match China and is instead openly discussing containing, disrupting, and otherwise undermining it.

    It does this through physically encircling China with its military and the military of its politically captured proxies in South Korea, Japan, and the Philippines, as well as through the Chinese island province of Taiwan.

    The US uses its still-potent domination over information space through US-based social media platforms and organizations like the National Endowment for Democracy — China and the rest of the multipolar world have still failed to challenge, let alone displace — to infiltrate, interfere in, and threaten to politically capture or destabilize nations along China’s periphery. Examples include the ongoing war raging inside Myanmar, US-sponsored regime change in Nepal, and ongoing terrorism in Pakistan targeting Chinese BRI projects — 3 nations along China’s own borders.

    Further abroad, the US has systematically targeted China’s closest allies and energy partners — seizing control of Venezuela earlier this year in Latin America, then halting energy exports to China, waging war on Iran and disrupting energy exports from the entirety of West Asia, and overseeing a proxy war on Russia through Ukraine, including attacks on Russian energy production, storage, and export infrastructure — again — China being Russia’s largest energy importer.

    This constitutes what is a growing “distant blockade” strategy in which the US is attempting to strangle China through energy and raw material imports beyond the reach of China’s military capabilities to counter it.

    The US is using its remaining military, economic, and political power to coerce the nations of the world to “decouple” from China economically and industrially or face military, economic, and/or political isolation themselves. In some cases this is incrementally working — especially among nations already politically captured by the US (like Europe, Australia, Japan, South Korea, and the Philippines), but who have still built up close economic relations with (and dependencies on) China.

    The end result for the US and its proxies is not their own rise, but rather a world where the emerging multipolar powers are dragged down to the current level of remaining US power. .

    Together, this represents not a policy of competing with China but one of destabilizing and destroying the world China’s rise is taking place within.

    Carefully Managing the End Game

    It is incumbent upon China and the multipolar world to build faster than the US can destabilize and destroy it. Because it is always easier to destroy than to create, the US possesses an inherent advantage, especially when coupled with the US’ still potent military, economic, and political means.

    But because of the sheer scale of China’s rise and the exponential manner in which it continues to expand, multipolarism may not only succeed despite US efforts to disrupt it — US efforts to disrupt it may even be further accelerating its rise.

    It is imperative that the multipolar world manage this transition carefully — avoiding the wider destructive conflict the US seeks to provoke to demolish global progress with, all while ensuring resilience against Washington and Wall Street’s continuous attempts to topple the gameboard before the game’s conclusion.

    At stake is either a world in which nations accelerate into the future under a balance of power between nations or stagnate under the domination of a single nation willing to obstruct or even destroy human progress in order to maintain dominance over whatever remains.

    It would be a mistake to underestimate the US and its desire to maintain primacy over the world — or overestimate any desire in Washington or on Wall Street to acknowledge the failure of Western hegemony and voluntarily work along with the rest of the world rather than insist on dominating it.

    From the highest levels of multipolarism — the governments, industries, and institutions of the multipolar world — to the ordinary people aspiring to live in that multipolar world, greater efforts must be made to improve the military, economic, and political resilience against what remains of US power.

    Beyond just military and economic power, which the multipolar world excels at expanding, there must be a unified effort to expose and displace US information dominance around the globe — through the creation of alternative social media platforms and content not only within individual nations of the world – but platforms for use between the multipolar nations of the world beyond the reach of US censorship, manipulation, and control. .

    Instead of an algorithm encouraging social division, weakening nations from within, while encouraging pro-US public perception to enable US political capture of these nations, multipolar social media platforms could encourage social cohesion within nations and positive cooperation between nations.

    Through media like movies and music — rather than aping Western media designed specifically to encourage the worst of human nature — the preservation of local culture and values can be ensured while encouraging curiosity and respect for those of partner nations across multipolarism.

    The US is waging a multidomain war on multipolarism — stretching far beyond just military and economic power — meaning for multipolarism to prevail — it must mount a multidomain defense likewise extending far beyond just military and economic alternatives.

    Only time will tell whether multipolarism possesses the ability to foster such close and multidomain cooperation between the many nations of the world to prevail against US primacy, which has — for decades — excelled at dividing and dominating the world precisely because of a global inability to do so until now.

    Brian Berletic is a Bangkok-based geopolitical researcher and writer

    https://journal-neo.su/2026/08/17/us-war-on-multipolarism-turning-the-gameboard-over/

    #248784
    Michael Reid
    Participant

    US War on Multipolarism: Turning the Gameboard Over

    #248785
    Michael Reid
    Participant

    US-Canadian “Split” another Exercise in Public Perception Management

    Just as the US created the political circus of a “US-EU split” to sell greater costs to average Europeans for the US proxy war on Russia in Ukraine, a similar political circus is being performed regarding US-Canadian trade and relations.

    In reality, the US dominates key industries in Canada including technology, resources, energy, media, military production, and manufacturing all while Canada depends overwhelming on the US for trade – importing and exporting more from and to the US than with the rest of the world combined exposing the lack of leverage and thus agency Canada actually possesses exposing the fiction of this current dispute.

    #248789
    Dr. D
    Participant

    “Iran STRIKES Ships in Hormuz as US Navy WATCHES, Trump HUMILIATED | Mohammad Marandi

    It’s hard to be humiliated when no one notices or cares.

    “IRGC: US terrorist attack on Larak Island will be answered, aggressor to be punished”

    But maybe 40 years from now. When they get around to it. They’re carefully biding their time right now, luring us into a sense of complacency. Anyway, didn’t post for that but, it’s not a “TERRORIST” anything; it’s a MILITARY attack. Words have meanings. Yeah, I know we didn’t declare the war – lots of naughty words on that – but we clearly CALL it a war and hit military targets. Larak was not a school or shopping mall, like Ukraine does. So if you’re going to “just lie” about the smallest, most obvious things, I’m supposed to believe you for why?

    “Prof Seyed Mohammad Marandi discusses Iran’s fatal blow to the US naval blockade”

    Newsflash: our blockade didn’t end yesterday, we didn’t notice and can keep it up for 50 years. Nobody here thinks we can run the straits with zero incidents either. Every part of this is made up in your head.

    To lose the war we have to notice you exist. Congress has to notice enough to bring it up in session and discuss you. If this sounds harsh, imagine how harsh we could be if we actually tried.

    Top hit for “Jordan” is “Nike: Jordan” brand, 40 years old, and not important even then.

    I hear “Don’t worry, by Sunday escalation will begin again” (either to jack the price for the closing oil contract, or etc) but it doesn’t. One exchange of gunfire is a radical DE-escalation from previously. Iran is shooting 1/10th, one 1/100th, 1/1000th of previous fire levels. They shoot nothing for days and weeks at a pop.

    That’s not “Escalation”, words have meanings. Reality exists. They claimed to stop every ship, they shoot essentially none? One every third week? I suspect back in February they could have sunk more than one, so they are on a very, very clear, very chartable decline, with a very, very inexorable end.

    Does this mean the number ever reaches zero? No. But it’s long since reached “irrelevant”. We can hand it to the locals because even Oman can contain Iran now. Does this mean Iran can’t sink a battleship or carrier? No, they probably can. Maybe they even will. But other than activate our fee-fees it makes no military difference.

    Checking, gold is nowhere. However, it IS creating a very large multi-year flag pattern. This is no surprise as this is a USD/Gold chart and we’re going to back the dollar by driving up the price of gold. WE will be doing that, when Bessant feels like it. As usual. And to be fair, CAD is also nowhere at .72. It’s saying nothing’s going on.

    Krainer vid, https://m.youtube.com/watch?v=XbobntT0kHM Seems assembled, may be even be completely AI, but sounds like his points. They are worth keeping up with, however Welcome to the new world of non-trust now.

    “Tucker Carlson Spends 380th Consecutive Episode Criticizing Country Nobody Is Allowed To Criticize “ BBee
    “Trump Says Grocery Bills Should Drop After He Renames A Few More Things ‘America’ “Bbee

    Today:
    “Afghan family into your home and see how that fits with your LGBT lifestyle.”

    They are constantly talking Red-Green alliance all over. That is, ultra-liberal, and Gay positive wing + hardcore immigrant Islamic wing. Guess which has guns and violence? And which do you think will be up against the wall the moment they get a chance? Yes, you’re right: Queer Eye will round up Hassan at gunpoint later and take the levers of government, outlawing their hope of throwing gays off buildings, totally.

    “all of the top Black stars used to idolize Donald Trump, but stopped once he ran for President.”

    This is how honest and trustworthy they are. You can change your mind, whatever, but you pretend the past didn’t happen, reality doesn’t exist because Tiffany won’t talk to you at lunch anymore.

    “No, Iran Is Not Winning: It’s Losing Its Leverage In Hormuz (CNN)

    News is, it’s CNN. Minutes before an election.

    Well, don’t worry: they’ll release smallpox or something to take your mind off it.

    “everyone has a breaking point. Iran thought it had found Trump’s. Trump may yet find theirs. It’s too early to call.”

    I’m sorry, what break point did Trump have? I’m confused. The midterms were never in question. Every candidate he supports, wins. He has no need to be re-elected. Israel never controlled anything. The military never reached into 11% of our resources. When you make stuff up, you’re going to get confused.

    “But Act Four seems different. The US military has a clear objective”

    Literally the same objective as Day One. CNN and everyone just made up thousands and thousands of things the administration never said. Most continue today.

    “Propaganda has always been a problem when it comes to the fog of war”

    Only because reporters have no interest in truth and will print any hilarious lie spoken for their Feelz. We must have at least 5 Aircraft Carriers sunk by now.

    “Iran has ten main operating oil refineries plus the large Persian Gulf Star condensate refinery,”

    That means we never wanted to hurt those refineries. They can’t be hidden or defended. That means we want a functional, normal Iran, selling oil at a profit and handing the money to the people however they wish.

    This also means Israel is running nothing, as they would not do that.

    “accused the US of committing “war crimes”, arguing that the blockade is causing a humanitarian crisis.”

    This is probably true. Blockades are also an act of open war. But where does this go in practice that we’re not allowed to hit anything that is of dual-use, or inconvenience anyone not in command? Yeah, that literally never happens and can’t. It’s a problem no one has a solution for over last 500 years.

    “Russia’s economy is much less centralized. Bread comes from the baker on the corner, not some factory 100 miles away.”

    As I say constantly here in the U.S., where there is no competition and government encourages every monopoly.

    “515 American-headquartered companies among 567 total holdings — a staggering 91%,

    As Anti-Canadian as it’s possible to be. But we knew that years back. Canadian companies are smaller, often newer, and have more income potential. But Carney can’t invest in them because he knows he’s going to pass more policies that kill them all, and help move all of them to the United States. He’s going to do that personally, and has, his whole career. That’s like Starmer investing in St. George flag companies. He’s OUTLAWING them. Obviously you want to short, not buy stock.

    But like the Fed officials, Carney says he doesn’t know anything about money. That’s why he was bank chairman on two continents. No. He knows, and he invests in the United States exclusively. As does the rest of the world. ‘Coz the U.S. is on brink of collapse, right?

    With Ford, so he is the worst ever, THEN has all these scandals and…nothing? For YEARS? I don’t even remember when the crack scandal was up, 15-20 years ago? Yeah, um, from where is his power derived, ‘coz it sure doesn’t seem from the People and honest elections. A: Canada is an oligarchy, their version of Lords, and has been for centuries. Any public involvement is strictly formality, like men in furry hats and hanging bunting. It’s actually all decided by unnamed families meeting at Banff to decide how much nickel to release on the People of Sudbury and how many fishing boats to outlaw to families in St. Johns. Canada may be the closest thing to the Hunger Games on planet earth today.

    “How much more evidence does Congress need before it answers why U.S. immigration policy?”

    Same as Canada. They know perfectly well they’re screwing every citizen and destroying the country. They don’t care. And they don’t care so much, they don’t even care that you know it, that these documents come out. Make Me Stop. Make me.

    Okay, man. We will. Bernie and AOC are for every immigrant and H1B visa, but Trump and Vance are not. Probably more than 1/3rd of government has flipped to be vaguely American again.

    “Trump went on to argue that his critics have settled on a new line of attack: recasting a historic winning streak as unremarkable.”

    It exists, so they lie. The End.

    “James Clyburn Basically Says Clarence Thomas ‘Ain’t Black’ (Matt Margolis)

    Reality Exists, so they lie. That’s just how you win. Besides, Biden is the world arbiter of who is Black or not. Book an appointment and see if you’re black too.

    ““Gov. Gavin Newsom (D-Calif.) may soon receive a bill requiring major companies to swear, under penalty of perjury, that they searched generations of corporate records for ties to slavery.”

    You can’t have Communism unless Capitalism fails and everyone is miserable. So??? Make it happen! As long as any worker is still eating, our work is not yet done.

    “Obama’s wife reportedly made sure Cheryl Hines never got a role in Larry David’s new HBO series,”

    Because she hates strong women, Democrats, and tolerance. A Hat Trick.

    “there must be a unified effort to expose and displace US information dominance around the globe — through the creation of alternative social media platforms and content not only within individual nations of the world – but platforms for use between the multipolar nations of the world beyond the reach of US censorship, manipulation, and control”

    This is a problem, because the entire rest of the world is against Free Speech, Truth, Corporations, and Profit. So good luck. If you’d like to backtrack on any one of them, we’ll welcome you with open arms.

    “The world stands at a crossroads: either continued American hegemony or the emergence of a multipolar order, where a balance of power replaces the dominance of a single nation.”

    Yes, and the person choosing a multipolar world is us. We tell the world that almost daily. Then as each of our moves are successful they point and say “Ha Ha! See?? You’re doing exactly what you said you wanted, that means you’re losing!” Uh-huh. Okay pal. Get off the crack. Don’t be a Ford.

    This is lucky for everyone, as clearly they could not have stopped us if we hadn’t chosen this voluntarily, as Iran richly shows.

    “US-EU split” to sell greater costs to average Europeans for the US proxy war on Russia in Ukraine,”

    It’s a very, very, very, very proxy war. As in, we have no men, money, arms, or increasingly intel there. While calling meetings telling everyone to stop, cutting off all military alliances and their very oil supply. Very, very tricky of us. This means we’re the ones driving and directing it.

    I can see the same irrefutable logic is now running in Canada: if we look like we’re not doing it, we are. If we look like we ARE doing it, we’re not. If we say we have official government policies, they’re actually the opposite. We are actually having official policies clueless reporters just made up yesterday. Yup. Totes. “Reality is whatever I thought a minute ago in my mind.” That’s what “reality” means now.

    “In reality, the US dominates key industries in Canada including technology, resources, energy, media, military production, and manufacturing”

    Yes. WTF did you get yourself in this position? Why??? And having no military? I bring up the Avro Arrow, etc, where Canada was once an actual country like Sweden. If you want sovereignty, you have to fight for it. You have to kick U.S. companies out, not allow mergers, stuff like that. You have to have your own oil markets and pipelines that don’t cross U.S. territory. What are you thinking??? It’s hard enough even if you do that, it’s just impossible of you don’t.

    Once IN that situation, you have no options and no chance. So starting a trade war without the runup conditions of fixing a lot of this first is pure suicide. You’re not going to stop the U.S. by merely committing national suicide, popular as that is for you right now. I could send the “Palestinian Suicide Squad” clip, but I’ll send Patton:

    “I want you to remember that no poor bastard ever won a war by dying for his country. He won it by making the other poor son-of-a-bitch die for his” – General Patton

    Every minute you do this, you HELP the U.S. and are LESS able to stop OrangeHitler and help yourselves. So please keep going. Shortly we’ll have all your money and you’ll have no leverage or economy at all.

    I have never seen the like. But this does follow exactly on the logic of Liberalism and Leftism. And to think I used to think is was a bridge too far to say “Leftism is a mental illness.” Clearly it is: it divorces you from all Reality, the very definition of insanity.

    #248790
    Michael Reid
    Participant

    It is TERRORIST everything when the US do MILITARY attack

    XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
    XX it’s not a “TERRORIST” anything; it’s a MILITARY attack. XX
    XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

    D wake up.
    The US military is doing EVIL TERRORIST actions because the US government told them to do EVIL TERRORIST actions. You call it attack but it is war crime.
    Consult decency, ethics, law and so on

    #248791
    Michael Reid
    Participant

    Alastair Crooke : How Iran Blunts the U.S.

    #248794
    John Day
    Participant

    Flight Of The Globemaster https://drjohnsblog.substack.com/p/flight-of-the-globemaster

    On Wednesday August 28, CIA Director John Ratcliffe Flew into Moscow in a huge C-17 Globemaster transport plane, when he had access to much smaller and nicer government jet aircraft. There is speculation that the transport plane was chosen because he was picking up bodies of US and NATO allied service-members killed in the line of secret duty in Ukraine, and retrieved by Russia. NATO service-member deaths in Ukraine are a known general problem, but specifics remain secret.
    President Trump said that routine business was done and “some good may come of it”, but refused to give other details. He is at his lowest approval rating ever for his war against Iran. He really needs some good news for the next few months before midterm elections, November 3..
    Vladimir Putin has come under the most criticism ever in his career over the past year, especially this year, for the interminable war draining Russian blood and money without victory. His party stands to lose a lot of seats in the Duma and local governmental offices on Sunday September 20, when Russian elections are held. President Putin is not up for re-election, himself.
    The rational thing for Trump’s people and Putin’s people to do is to arrange some battlefield successes for Russia, or at least agree not to interfere, and some secret deal with Iran, using Russia as a trustworthy intermediary, while Pakistan keeps doing shuttle-diplomacy.
    What might a massive C-17 Globemaster have been carrying that Iran wants and would accept as a sign of goodwill? The main thing that comes to my mind is pallets of cash that the CIA and DoD used to fly into Afghanistan and Iraq regularly to do everyday business. https://www.pbs.org/newshour/show/house-explores-wasteful-spending-in-iraq
    Supposedly 640,000 $100 bills was a standard pallet load into Iraq in the early years of GWOT occupation. That’s $64 million per pallet. Iran has $100 to $120 billion in confiscated funds held by western interests globally. $2 billion is held by US institutions. That would be 31 and 1/4 of those pallets, a little over 22 tons of Ben Franklins. The C-17 Globemaster can carry 77.5 tons.
    What if CIA Director Ratcliffe carried 22 tons of $100 bills to Moscow, to be forwarded to Iran as a sign of sincerity in negotiations? (The US also holds $5 billion of sanctioned Russian State assets. 77 tons is a full Globemaster payload.)

    The Honest Sorcerer, The Great Discontinuity Has Arrived – Why everything is breaking down and why all at once
    We live in a supermassive complex system, often referred to as modern industrial civilization, or the world economy in short. This monster of an organism has a life of its own with its own inputs (natural resources) and outputs (products and pollution)—just like any living being or physical process in the Universe. Humans are, of course, an integral part of this system: driving the extraction of minerals and consuming the food, plus the gazillion of products and energy, made available in the process.
    And this is where economic models, focusing solely on “utility” and prices—pure figments of human imagination—diverge from reality. This narrow minded world view has produced a number of unrealistic assumptions on which our entire modern civilization was built, and all of which are being tested to destruction… The map, which we confused with the territory for so long, is being ripped asunder as the current world order and the technological hubris it produced crumbles under its own weight. The ideas which we built this civilization on have become rifts and tears in the fabric of the map economists and politicians used to guide us…
    ..We live in a world where the growth of “supply” is not only increasingly restricted by the depletion of rich mineral deposits, aquifers, ecosystems etc. but world powers actively destroying each others assets: oil wells, refineries, transport vessels and shipping routes… Copper and silver supply was already restricted by geological limits; well before the war on Iran had started. Diesel fuel—powering mining, agriculture, transportation and construction—was already restricted due to limited access to medium heavy conventional crude oil; again, well before hostilities around Hormuz began. What’s worse, according to the IEA, around 80% of global oil and 90% of natural gas production came from fields that had passed their peak (including unconventional fields) in 2024, with the depletion of old fields accelerating over time…
    ..The idea that money can be loaned into existence (as opposed to be lent out from existing savings) was key behind the exponential growth we saw during the past centuries. The result, beyond pent up demand for just about anything from housing to stocks or from cars to gadgets bought on credit, was a similar growth in both private and government debt… Companies increasingly bought raw materials on credit, which they then used to build products often sold on credit. And while the material economy was able to grow the can of forever increasing debt could be kicked down the road—but with growth in both real material output and credit uptake coming to an end, the theory of a debt based currency system will be also tested to destruction…
    ..With the financial and military dominance of the West coming to an end, not to mention global economic growth in general, all previously democratic nations have started to behave like their authoritarian counterparts. No wonder: they’re running a race against the clock to install as many surveillance cameras, software backdoors and data centers as possible to store and analyze all citizen’s personal data before the AI-bubble pops and the financial system breaks down… Causing the last remains of the social contract to go up in smoke. With this mass surveillance, combined with a rapid development of autonomous weapon systems, robots and drone swarms capable to outrun (and soon outsmart) any human, the possibility of stifling a revolution even before its idea is born has now become a technical reality…
    ..While far from perfect, and never intended to serve as a forecasting tool, the (Systems Dynamics) methodology first published in 1972 under the title Limits to Growth, proved to be far more resilient than any other economic theory out there. Without going too much into the details, the authors were tracking the many interconnections between five key factors: non-renewable natural resources, persistent pollution, population, food production, industrial output. None of the scenarios produced by tweaking the variables in the model forecast infinite economic growth on a finite planet…
    ..Now, that multiple follow-ups to the original study (all published in peer-reviewed scientific journals) proved the original concept to be correct, and confirmed that we are indeed following the Business-As-Usual (BAU) scenario set out in the World3 model, there is little left to be done. The latest iteration of these follow up studies, titled Recalibration23, published in November 2023, lays it all out…​

    ..The authors, however, found it important to note that the connections in the model are only valid for the rising edge of the curve, as many of the variables and equations in the model are not physical but socioeconomic. Therefore, they assess: “It is not useful to draw further conclusions from the trajectory after the tipping points. Rather, it is important to recognize that there are large uncertainties about the trajectory from then on, building models for this could be a whole new field of research.” …
    ..The authors (rightfully) expect that the complex web of socioeconomic relationships will be rearranged and reconnected in the event of a collapse. And this is what we are witnessing in real time—both in world and domestic politics—a massive rearrangement in the face of an imminent collapse of the financial/industrial system predicated on infinite growth on a very much finite planet…
    ..The Great Discontinuity has just began, though. It will take years, if not decades to fully unfold. We are looking into a period of great uncertainty and economic turmoil interspersed with periods of respite and relative calm. Governments all around the world will turn desperate to keep things together, even as their funding dries up and their control over the events will turn out to be an illusion. https://thehonestsorcerer.substack.com/p/the-great-discontinuity-has-arrived

    ​ Iran says it’s trade can’t be blocked unless all trade is blocked: Ghalibaf declares Persian Gulf oil flows for ‘all or none’
    The top Iranian official added that the region’s security hinges on the withdrawal of US forces​ https://thecradle.co/articles/ghalibaf-declares-persian-gulf-oil-flows-for-all-or-none

    ​ White House Planning to Reactivate Civil War-Era Court to Accelerate Theft of Iranian Oil​ – Prize courts were used during the Civil War to decide the legitimacy of goods seized at sea​ https://news.antiwar.com/2026/08/27/white-house-planning-to-reactivate-civil-war-era-court-to-accelerate-theft-of-iranian-oil/

    #248795
    John Day
    Participant

    ​ Iran threatens US economic interests if maritime blockade continues
    Iran had ‘broken the maritime blockade’ during ceasefire, exported between 70-80M barrels of oil, says Supreme National Security Council secretary​ https://www.aa.com.tr/en/us-israel-iran-war/iran-threatens-us-economic-interests-if-maritime-blockade-continues/4039688

    ​Simplicius may be speaking a bit prematurely. This isn’t over yet: The True Extent of Fallout From US’s Defeat in Iran Is Still Being Processed https://simplicius76.substack.com/p/the-true-extent-of-fallout-from-uss

    Moon of Alabama, Funny Media Speculations About CIA Ratcliffe’s Russia Visit
    ​Sundance, Aug 26 2026​ – Western media are reporting that CIA Director John Ratcliffe traveled to Moscow, Russia, to warn his Russian counterpart Sergey Naryshkin, head of Russia’s Foreign Intelligence Service (SVR), about striking back against Baltic states. However, that’s only half of the story.
    ​ Director Ratcliffe wasn’t simply telling Naryshkin not to hit back; he was telling Naryshkin that European NATO provocations against the Russian enclave of Kaliningrad (between Poland and Lithuania) were not ‘fully’ sanctioned by the United States.
    ​ Apparently, European NATO is increasingly trying to provoke expanded conflict with Russia, while President Trump and CIA Director John Ratcliffe attempt to tamp down the problems being created.
    ​ That is a wild theory, with no evidence, but it is at least interesting.​ If true though it would mean that the U.S. would not mind for Russia to hammer the NATO Europeans without itself hitting back. I doubt that it would be a sustainable position.
    ​ My own speculation is that Ratcliffe’s trip was nearly solely about the Iran situation.
    ​ The U.S. has likely asked Russia to not support Iran, while -in return- offering some empty concessions on Ukraine. As the current U.S. administration has proven itself to be not-agreement-capable any such deal is likely to see a Russian rejection.​..
    ..Comments: Steve Jermy told Judge Nap that he thinks Ratcliffe took a cargo plane to pick up American KIAs.​ Sounds plausible to me.​ https://www.moonofalabama.org/2026/08/funny-media-speculations-about-cia-ratcliffes-russia-visit.html

    Russia Hits Kiev Ammo Dump Next To Homes; Ukraine Admits 90% Of Retail Food Logistics Wrecked​ https://www.zerohedge.com/geopolitical/russia-hits-kiev-ammo-dump-next-homes-ukraine-admits-90-retail-food-logistics-wrecked

    ​ Gold & Geopolitics, Daily digest: 2026-08-30
    Two things genuinely moved: Trump announced and Caracas confirmed a 65-billion-barrel Venezuela oil deal, and the physical-oil crowd spent the next 24 hours explaining why none of those barrels arrive this decade.
    ​ Meanwhile Warsh’s hawkish Jackson Hole turn got repriced into a real September hike (57% odds, Deutsche Bank calling Sept and Dec), metals took the slam, and a Russian jet-drone hit an ammunition depot inside a residential area near Kyiv – casualty counts diverge sharply between sources. Everything else is continuation with specific advances: Sumy villages falling, day 50 of the Odesa port campaign, diesel still the tightest corner of the barrel.​..
    ​..Sovereignty objection, from a Venezuelan voice: an illegitimate regime has no mandate to bargain away the resource, and the US no right to claim it (HectorMujicaFL​..).​..
    ​..The contrarian construction worth reading twice: Warsh needs a downturn he cannot openly create, and sticky oil either forces a hike the long end can’t survive, or breaks demand and hands him the recession that permits cuts – making Tehran the ally he can’t name (Mark4XX). Confidence: LOW, single-source thesis, but the mechanism is coherent.​..
    ​..Hormuz at six months: Gulf export volumes reported at 6.5, 8-10, and 15-16 mb/d​…
    ​..Vortexa’s chief economist, relayed by Mark4XX, puts the more meaningful 28-day average near 6.5 mb/d of total oil, against White House citations of 8-10 mb/d on short moving averages. One day printed 15 million; that isn’t a trend. A VLCC shuttle system now loads inside the Gulf, goes dark, and transfers outside the strait, mostly at night, with confirmation lagging three to four days. These three figures are not reconcilable – treat the spread as the story.
    ​ Who’s actually shipping: Iraq, Kuwait, Qatar and the UAE have raised loadings and are taking the risk; Saudi Arabia is shipping at very low levels; Iranian exports are essentially zero. Risk tolerance, not geology, decides who exports (Mark4XX).​..
    ​..Damage assessment: South Pars restored to 40% capacity, with full repair estimated at at least two years per Deputy Oil Minister Zeraatkar​…
    ​..Escalation of the financial front: first secondary sanctions applied – an Egyptian bank blocked from dollar access over “Iran ties” (zerohedge) – and Washington is looking to revive “prize courts” for Iranian oil seizures (zerohedge).
    ​ The six-month scorecard from Aaron David Miller: “none of the objectives the president outlined ha​s yet be​en fulfilled”; Iran escalated horizontally using geography rather than matching firepower, and survived with much of its missile and drone capacity intact (DanielLDavis1).​..
    ​..Diplomacy dead for now: Russia rejected the CIA/Vatican peace plan as another Minsk-style time-buy (GeromanAT), and air raids increased after the Moscow visit (GeromanAT). simpatico771 claims to reveal the visit’s true motives.​..
    ​..Agriculture: wheat at a 3-year high, 11-session ag streak, rice +61%​ … The next-leg call: fertilizers as the hottest commodity theme into 2027 (RockBtmEntries)​ https://no1sdailydigest.substack.com/p/daily-digest-2026-08-30

    #248796
    John Day
    Participant

    Gold & Geopolitics, Daily digest: 2026-08-29
    Warsh’s first Jackson Hole keynote landed hawkish and repriced everything – September hike odds went from a third to better than half, gold lost $150 and the 200-day, and the 2Y jumped 10bps.
    Second delta: Trump announced US majority control over 65bn barrels of Venezuelan reserves while Caracas openly weighs leaving OPEC. Continuation, but with real advances: Kyiv is into a third day of near-continuous strikes with Ukraine’s retail food logistics ~90% destroyed and rationing starting, and Iran fired a ballistic missile at shipping in Hormuz hours after CENTCOM declared the lane clear of mines. https://no1sdailydigest.substack.com/p/daily-digest-2026-08-29

    Gold & Geopolitics, Daily digest: 2026-08-28
    Nvidia’s blowout print bought exactly one session of euphoria before the WSJ reported it has paused the revenue-sharing deals that underpin the circular-financing structure – the stock added ~$500bn while the plumbing behind it quietly got pulled. ​..
    ​..Nvidia pauses AI-cloud revenue-sharing one day after the print – WSJ reports Nvidia stepped back from the revenue-sharing programme last week, per zerohedge, framed as putting the “circular financing house of cards in jeopardy” (zerohedge). Separately: what are rising GPU rental prices worth if Nvidia is renting its own unused GPUs back from its customers ​? (zerohedge)…
    ​ Elsewhere the tape is grim rather than new: AP puts US Patriot stocks in Europe at “beyond critical” after ~1,500 of 2,330 interceptors were burned in the Iran war, Kyiv logged 13 air-raid alarms in a single day, and Iran says it will write the terms for reopening Hormuz.
    ​ Japan’s 2-year auction produced the weakest demand measure since 2016 and the Bund hit a 15-year high – the sovereign side is loosening while equity indices print records.​ https://no1sdailydigest.substack.com/p/daily-digest-2026-08-28

    ​Everybody we shot was a “terrorist”, same as in Vietnam: Inside the Israeli military policy to ‘justify’ lethal actions in deadly attacks on civilians in Gaza https://israelpalestinenews.org/inside-the-israeli-military-policy-to-justify-lethal-actions-in-deadly-attacks-on-civilians-in-gaza/

    ​ Arab National Congress condemns Israeli seizure of UNRWA center​ – The Arab National Conference condemns the seizure of an UNRWA vocational training center near occupied al-Quds and calls for international action.​ https://english.almayadeen.net/news/politics/arab-national-congress-condemns-seizure-of-unrwa-center

    ​ Gaza isn’t able to recover from famine as acute malnutrition soars across the Strip, new report finds​ – Israeli restrictions on food entry are stalling recovery from famine in Gaza as malnutrition cases climb, an IPC report finds. Two-year-old Hashem Abu Mustafa, born hungry in a Rafah tent, may already be beyond saving.​ https://mondoweiss.net/2026/08/gaza-isnt-able-to-recover-from-famine-as-acute-malnutrition-continues-to-soar-across-the-strip-new-report-finds/​

    #248797
    John Day
    Participant

    As acute malnutrition ravages Gaza, Israeli leaders call for starvation policy – Daily Update​ https://israelpalestinenews.org/as-acute-malnutrition-ravages-gaza-israeli-leaders-call-for-starvation-policy-daily-update/

    Five Palestinians killed, others injured in Israeli attacks in Gaza​ https://english.palinfo.com/news/2026/08/27/369027/

    ​ “Access to Oxygen Is Not a Medical Luxury”: With No Spare Parts Allowed In, Gaza’s Hospital Equipment Is Collapsing
    Israel’s restrictions on medical supplies and equipment are still making health care in Gaza all but impossible.​ https://www.dropsitenews.com/p/gaza-hospitals-medical-equipment-supplies-israeli-blockade

    ​ Palestinian children return to school under threat of Israel demolition​ – As new school year begins, children in West Bank’s Masafer Yatta face threat that their schools may not remain standing.​ https://www.aljazeera.com/features/2026/8/27/palestinian-children-return-to-school-under-threat-of-israel-demolition

    ​ Why do the mass-murderers get to decide, again? After Spain, Netherlands, Israel Weighs Expelling UK from Gaza Center – FT
    Israel has discussed removing British representatives from the US-led International Gaza Support Center.
    ​ Similar measures have reportedly been considered against Italy and Germany, following the earlier removal of Spanish and Dutch representatives.
    A British source told the FT that some form of Israeli “payback” was logical to expect following Britain’s increasingly critical stance.​ https://www.palestinechronicle.com/after-spain-netherlands-israel-weighs-expelling-uk-from-gaza-center-ft/

    #248798
    zerosum
    Participant


    EMPTY SHELVES IN UKRAINE — Russia’s Warehouse War Breaks the Supply Chain🚨Military Summary 2026.8.31


    ————

    #248799
    John Day
    Participant

    ​ The removal-from-land part of “Genocide”: Israeli annexation push threatens regional peace, Palestine tells UN
    Riyad Mansour tells the UN Security Council that the E1 settlement plan constitutes an act of war and sabotages US diplomatic efforts. https://www.trtworld.com/article/7de51e39a83f

    ​ HEBRON, August 27, 2026 (WAFA) — Two Palestinian women and a 14-year-old girl were wounded by Israeli gunfire late Wednesday night in the town of Al-Karmel, south of Hebron.
    ​ WAFA correspondent reported that Israeli forces raided Al-Karmel, deployed across its streets, and stormed several Palestinian homes, turning them into military outposts. The soldiers then opened live fire at a vehicle carrying several women, wounding two women, aged 58 and 30, and a 14-year-old girl in the face and head.​ https://english-wafa-ps.translate.goog/Pages/Details/174133?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp

    Israeli forces destroy water wells and livestock shelters in Tubas-area community​ https://english-wafa-ps.translate.goog/Pages/Details/174144?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp

    Israel issues demolition notices for nearly 30 structures in east Jerusalem’s Anata​ https://english-wafa-ps.translate.goog/Pages/Details/174139?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp

    ​ The Israeli occupation authority has issued a military order seizing over 15 dunums of private Palestinian land in al-Bireh, in the central West Bank, to construct a 3.8-kilometer “security route” encircling the illegal Psagot settlement.
    ​ The planned route will cut off another 380 dunums situated between it and Psagot’s existing perimeter, according to field data.
    The construction of this route will bar Palestinian owners from accessing their plots of land, placing the terrain under the de facto security control of the Psagot settlement.​ https://english.palinfo.com/news/2026/08/27/369024/

    #248800
    John Day
    Participant

    Imprisoned for living at home in Palestine: Behind Israeli bars: Detention without charge, abuses against women and children, and denied rights https://english.palinfo.com/news/2026/08/27/369056/

    Israeli airstrikes target towns in Southern Lebanon​ – The Israeli army continued its airstrikes, artillery shelling, demolition operations, and land-clearing activities in southern Lebanon, targeting several towns despite the ceasefire announced on June 20.​ https://hawarnews.com/en/israeli-airstrikes-target-towns-in-southern-lebanon

    ​ Lebanon Accuses Israel of Scorched Earth Policy as Southern Forests Are Burned​ – Israel restricts Lebanese Christians from leaving southern towns
    ​Lebanon’s National Council for Scientific Research (NCSR) has issued a report that some 160 km² of land in southern Lebanon have been systematically burned by Israeli activity since 2023. This includes large amounts of farmland, but what is being called a “scorched earth” policy is increasingly including forests… Forests and olive groves are torched, while Israel is spraying pesticide on the farmland at levels which greatly exceed normal usage, leading Lebanon to accuse Israel of using herbicide as a weapon of war.​..
    ​..The NCSR estimates tens of billions of dollars in damage have been done to Lebanese land as a result of Israeli military operations, and those operations are far from over, with several new attacks reported daily across the south, and the damage being so widespread and spanning so many areas that it’s not even possibly to reliably estimate the full toll.
    ​ “Those whose land they didn’t burn, they’ve bulldozed,” noted one villager from near Shaqra, an area actively under Israeli occupation for months, where demolition activity is still regularly ongoing. Many villages in the farthest south, particularly predominantly Shi’ite villages, are effectively totally gone at this point, and displaced residents face an uncertain future.
    ​ The Christian towns are somewhat different. Though Israel has attacked those towns intermittently throughout the war, they’re being careful to not destroy them outright. That’s both a blessing and a curse for residents of those towns, however, as they report Israel continues to have their towns totally surrounded and is severely limiting the ability of locals to leave without permission.​ https://news.antiwar.com/2026/08/26/lebanon-accuses-israel-of-scorched-earth-policy-as-southern-forests-are-burned/

    ​ Israeli airstrike kills woman, injures six in southern Lebanon​ – BEIRUT, August 27, 2026 (WAFA) — A 28-year-old woman was killed and six others, including a child, a woman and two elderly men, were injured on Thursday in an Israeli airstrike on the town of Arabsalim in southern Lebanon, according to Lebanon’s Ministry of Public Health…
    ..The strike killed Saja Mousa Sharara, 28, who had moved into the house just 48 hours earlier after her wedding. The attack completely destroyed the house and caused extensive damage to surrounding homes and commercial establishments, spreading fear and panic among residents.​ https://english-wafa-ps.translate.goog/Pages/Details/174151?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp

    ​ Israel is exporting its West Bank land seizure model to colonize new territory in Syria, using 140 cattle to do it
    Israel’s use of so-called “shepherding outposts” to seize Palestinian land through settler herders is now being exported to Syria, as an Israeli settler, supported by the state, occupies Syrian pastureland in Wadi Toemm with a herd of 140 cattle.​ https://mondoweiss.net/2026/08/israel-is-exporting-its-west-bank-land-seizure-model-to-colonize-new-territory-in-syria-using-140-cattle-to-do-it/

    #248801
    John Day
    Participant

    ​ Why you are being lied to about Yemen and the implications of its liberation​ – A strong and united Yemen, with access to its resources and the ability to continue developing its military capabilities, will without a doubt be the biggest threat to US-Israeli hegemony in the Arab world.​ https://english.almayadeen.net/articles/opinion/why-you-are-being-lied-to-about-yemen-and-the-implications-o

    ​Caitlin Johnstone, You’re A Terrorist If You Resist Genocide Or Mass Surveillance, And Other Notes https://www.caitlinjohnst.one/p/youre-a-terrorist-if-you-resist-genocide

    Agentic AIs escaped containment. Maybe start pulling out cash for your Christmas shopping now? OpenAI, Anthropic issue dire cyber threat warning
    OpenAI, Anthropic, Amazon Web Services, Microsoft and more than 100 other companies warned Thursday that the organizations now only have months to prepare for AI-enabled cyberattacks.
    ​ Why it matters: Hospitals, water treatment plants and other critical infrastructure will face a swarm of hacking threats as AI makes sophisticated cyber capabilities cheaper and more accessible to attackers, the group write in an open letter.
    ​ Driving the news: “We have a limited window to strengthen cyber defenses,” the letter says.
    ​ The group is calling for “collective action” and urges organizations to use their shrinking window to secure critical infrastructure and make it more expensive and difficult for hackers using AI tools to break in.​ https://www.axios.com/2026/08/27/openai-anthropic-issue-dire-cyber-threat-warning

    ​Sugar-free babies live longer, healthier and smarter, like breast-fed babies: These Babies Grew Up With Strict Sugar Limits. Decades Later, The Results Are Dramatic.
    ​ It was January 1940, and the United Kingdom had a serious problem.​ German attacks on import ships were threatening to trigger extreme food shortages, effectively starving the nation into submission.​ Overnight, strict food rationing went into effect, limiting the amount of certain foods people could buy, including common staples like sugar.
    ​ Decades and entire lifetimes later, the long-tail effect of that enforced sugar reduction during World War II appears to have dramatically boosted the health of an entire generation of wartime babies.​ https://www.sciencealert.com/these-babies-grew-up-with-strict-sugar-limits-decades-later-the-results-are-dramatic

    ​ Celia Farber digs into a completely fabricated “emergency”: Battleground Lancaster: The Measles Op Has Been Blown Up, Yet Is Still Flying: Who Are The “Reporters” Who Kicked It Off? Aubrey Whelan And Gillian McGoldrick Of Philadelphia Inquirer
    ​ Who Was Next? Discern The Pattern: War On The Amish, War On Exemptions. War On Christianity, Home Schooling, AND Home Births​ https://celiafarber.substack.com/p/battleground-lancaster-the-measles

    #248802
    John Day
    Participant

    ​Aaron Siri, Yes, There Is DNA from Aborted Fetal Tissue in the Measles Vaccine​, Billions of fragments, in fact https://aaronsiri.substack.com/p/yes-there-is-dna-from-aborted-fetal

    Celia Farber follows up: Hindenburg? Jamal Holley Was Told By DNC Insider That They Can’t Spin Or Fix Josh Shapiro’s Measles Debacle, And He Is In Day 3 Of Silence: “No Crisis Firm Fixes That.” – “The Private Line Inside The Party Is, Stay Away From Him.” https://celiafarber.substack.com/p/hindenburg-jamal-holley-was-told

    Steve Kirsch as OBVIOUSMAN: Sudden-onset autism survey results show it’s the vaccines causing autism. No doubt about it.
    According to the survey, 30% of sudden-onset autism cases are happening on the SAME day as vaccines are given, AFTER the shots are given, and never BEFORE the shot are given. So it’s not symmetrical.​ https://kirschsubstack.com/p/sudden-onset-autism-survey-results

    ​ So how many mice is enough? Just “Trust The Science”, right? BREAKING: FDA Approves New Pfizer and Moderna XFG mRNA COVID Shots Based on Data From Just 8–10 Mice​ – The new formulations were approved before their human safety and immunogenicity studies even began​ https://www.thefocalpoints.com/p/breaking-fda-approves-new-pfizer

    ​ Steve Kirsch, Jmii paper adds to the evidence that the COVID vaccine opens up the blood-brain barrier (BBB) which can cause permanent neurological injury or death
    ​ This in vitro study showed the spike protein, from the SARS-CoV-2 virus or vaccine, can dis​rupt the BBB leading to headache, brain fog, permanent neurological damage, and death.​ https://kirschsubstack.com/p/jmii-paper-adds-to-the-evidence-that

    #248803
    John Day
    Participant

    ​ Get your Vitamin-D level up into the normal range. Run-away from the new mRNA “vaccine” products. Tamiflu helps very sick people die. Paul Marik MD,
    Treat the Patient, Not Just the Virus: Rethinking Influenza After the Tamiflu Scandal​ – A Mutti-axis approach to the treatment of influenzae​ https://paulmarik.substack.com/p/treat-the-patient-not-just-the-virus

    ​ But, but, but the similar Moderna product advanced to Stage-3: BioNTech mRNA Cancer “Vaccine” Trial TERMINATED Over Alarming Mortality Signal
    The independent Data Safety Monitoring Board flagged an overall-survival imbalance​ [“killing some folks”] after cancer patients received an aggressive hyper-dosing regimen of up to 15 IV mRNA doses.​ https://www.thefocalpoints.com/p/breaking-biontech-mrna-cancer-vaccine

    ​Paul Marik MD, Getting a Second Opinion​, Getting a Second Opinion: One of the Most Important Decisions After a Cancer Diagnosis https://paulmarik.substack.com/p/getting-a-second-opinion

    “Caveat Emptor”, Paul Marik MD, Choosing the right Guide
    The most dangerous mistake patients make in treating their cancer is not a specific drug, diet, or supplement.​ It is choosing the wrong guide.
    ​ Patients step outside conventional oncology because they are searching for something better—more rational, more humane, more effective. That instinct is understandable. But in doing so, many unknowingly walk into a landscape that is largely unregulated, scientifically inconsistent, and at times, frankly predatory.
    ​ The single biggest error I see is this:​ patients place their trust in practitioners who are not medically qualified, not scientifically grounded, and not acting in the patient’s best interest.​ https://paulmarik.substack.com/p/choosing-the-right-guide

    ​ World’s oceans hit hottest temperature on record in August​ – Average sea surface temperature outside polar regions was 21.1C on Saturday, latest data finds​ https://www.theguardian.com/environment/2026/aug/24/worlds-oceans-hit-hottest-temperature-on-record-in-august

    #248804
    Formerly T-Bear
    Participant

    At Michael Reid # 248790

    Your Dr D (my Dr D(uh) presence these pages is your opportunity for aerobic scholling, Decades ago when these pages were still young, Dr D(uh)’s style was to set up a straw mman and then tediously disassemble leaving the reader with reaction – well duh! The style remains the same but with more polish but the reaction persists. Appreciate for the acrobic exercise provided.

    #248806
    Bam_Man
    Participant

    Re: Michelle Obama’s strange comments about Sasha and Melia –
    It would almost seem as though she might not really be their mother.

    #248808
    Michael Reid
    Participant

    Col. Jacques Baud: Supertanker Struck in Hormuz as Saudi Ship Burns in Red Sea

    #248809
    Michael Reid
    Participant

    Nima R. Alkhorshid: Iran Launches MAJOR Retaliation…Record-Speed Strike on Jordan Changes Everything

    #248811
    Michael Reid
    Participant

    NATO 3.0 The Empire Strikes Back Against Its Own | Nel Bonilla

    NATO is not going to collapse. It is arming itself below the headlines, and demanding more of USA allies and all the citizens of NATO countries. If you want to understand the realities of NATO, watch this interview with Nel Bonilla on how the empire functions today
    Subscribe and support Nel’s work at https://worldlinesletter.substack.com/ or via the Substack app.

    Key topics
    Nel’s assessment of NATO 3.0 unveiled at the Ankara Summit
    The domestic consequences of NATO 3.0’s perpetual war
    The remarkable resilience of Western empires

    Watch the full interview here • Empires and NATO 3.0. The Way Out of the I…

    Read Nel’s essay, “NATO 3.0: The Transatlantic Cage and the Rise of the Bunker state: The transformation of NATO and Europe’s new role as an attritional node” at https://worldlinesletter.substack.com…

    At Nel’s Worldlines newsletter, academic rigor meets accessible insight. Nel breaks down complex global patterns and weaves together insights that matter.

    ✨Dive deep into history at https://jeffrich.substack.com

    Want more on the history of empire? Join my YouTube channel as an archivist member and get access to my members-only videos on the rise and fall of global empires from 1400 to today.
    / @theburningarchive .

    Other interviews with Nel to watch:
    In the Burning Archive:

    In Iran the West Trapped Itself in the Bunker: Nel Bonilla • In Iran the West Trapped Itself in the Bun…

    China is TRAPPED in an Imperial World that is NOT Collapsing Anytime Soon: Nel Bonilla • China is TRAPPED in an Imperial World that…

    On ‪@neutralitystudies‬:

    NATO’s Plans for Total Global Dominance & The Bunker State | Nel Bonilla • NATO’s Plans for Total Global Dominance & …

    NATO Integration Accelerates as US Completes Vassalization of Europe | Nel Bonilla • NATO Integration Accelerates as US Complet…

    The West Got Regime Changed by the Transatlantic Securitocracy | Nel Bonilla • The West Got Regime Changed by the Transat…

    The West Is NOT Collapsing. It’s Rebuilding For Total War | Nel Bonilla • The West Is NOT Collapsing. It’s Rebuildin…

    Mind Controlled Elites: Washington’s Cognitive War on Europe | Nel Bonilla • Mind Controlled Elites: Washington’s Cogni…

    Recent appearances on other channels:

    Webinar: NATO 3.0, featuring Nel Bonilla • Webinar: NATO 3.0, featuring Nel Bonilla

    Nel Bonilla: Geopolitics as Team Sports (Where Has the Class Analysis Gone?) • Nel Bonilla: Geopolitics as Team Sports (W…

    ————————————————————
    Inquiries: jeff@theburningarchive.com

    #248812
    Michael Reid
    Participant

    This Was Always the Plan — The Hidden Strategy Behind the Iran War

    #248814
    Michael Reid
    Participant

    TRUMP VOWS TO HIT IRAN HARD, TEHRAN WARNS OF A RESPONSE “DOZENS OF TIMES GREATER”

    #248815
    Michael Reid
    Participant

    Trump Should Be Removed If He’s Weighing Nuclear Use, Nukes on IRAN, Tucker Carlson Says – Iran Lego

    #248816
    Michael Reid
    Participant

    BREAKING: Trump’s US Strikes Iran’s Larak Island, Tehran Hits Back at US Bases in Jordan — Iran Lego

    #248817
    Michael Reid
    Participant

    Melania Trump Denies Epstein Ties, Says Maxwell Email Was Nothing More Than Casual — Iran Lego

    #248822
    zerosum
    Participant

    Critical Thinking
    Copilot

    Iran’s “dozens of times greater” threat is rhetorical.
    Iran cannot inflict damage proportional to the cost the U.S. spends defending.

    The cost comparison shows a massive asymmetry:

    U.S. weekend cost: roughly $0.8B–$1.3B

    Iran weekend cost: roughly $25M–$65M

    The U.S. spent 15–40× more than Iran for the same weekend of exchanges.)
    Iran’s “dozens of times greater” threat is rhetorical escalation
    Iran often uses amplified language for deterrence:

    “Crushing response”
    “Severe consequences”
    “Dozens of times greater”

    These phrases appear in nearly every major IRGC statement after U.S. strikes.

    Fact hint: Iran’s threat language is standardized propaganda, not a literal military plan.

    This weekend’s exchange cost the U.S. roughly $1 billion.
    It cost Iran roughly $40 million.

    The U.S. spent 15–40× more than Iran.
    —————-
    Claude

    There are specific variables that shift the number a lot depending on what you choose to count:

    **Scope of what counts as “cost”:**
    – Munitions only? Or munitions + fuel + personnel hours + ISR/satellite time + interceptor use?
    – Marginal cost of this weekend, or amortized cost of maintaining assets already forward-deployed for seven months? (This alone can swing a number 10x — a carrier group’s daily operating cost is enormous if you count it fully, near-zero marginal if you treat deployment as sunk.)
    – Do you include second-order costs — insurance/shipping premiums from the Strait disruption, oil price effects, replacement/resupply of expended stock?

    **Unit price assumptions:**
    – Which specific munition variant was used? A basic JDAM and a long-range stealth cruise missile can differ by an order of magnitude, and public reporting rarely specifies down to that level for a strike like this.
    – Iran’s missile costs are especially uncertain — domestically produced, sanctioned economy, no market price, so estimates range widely depending on which analyst’s assumptions you use.

    **Confirmation bias baked into sourcing:**
    – A U.S.-sourced or Pentagon-linked estimate will likely emphasize their assets’ cost differently than an Iranian or independent think-tank source. Same for casualty and damage claims, as we saw with the Jordan bases (IRGC says “heavy damage,” Jordan says “intercepted”).
    – Whether you start with the $11B/six-days campaign-wide figure or try to isolate one weekend changes the ratio dramatically, as we saw earlier.

    **What this means practically:** any single number — mine, the text you first shared, or an official one when it eventually comes out — should be read as “here’s what it looks like under these specific assumptions,” not as the cost.
    If you’re using this kind of estimate to argue policy (like the escalate/de-escalate question), the more defensible move is to state your assumptions explicitly and show how the conclusion holds up across a range, rather than anchoring on one point estimate.
    ———-

    #248823
    zerosum
    Participant


    Kyiv Ring of Fire🎯 West Flees Kyiv, Parliament to Bunker🏛️ Druzhkivka Falls⚔️ MS 2026.08.31


    ———–

    #248824
    Michael Reid
    Participant

    BREAKING Larry Johnson: Trump’s Hormuz WAR Cost $500M in One Night Hormuz Is NOT Open “No DEAL Now”

    #248825
    Michael Reid
    Participant

    Larry Johnson: Iran Strikes US Airbase – F-16 & F-35 Hangars Destroyed as Trump Vows Hard Offensive

    #248829
    Michael Reid
    Participant
    #248830
    tboc
    Participant

    nothing like National Security Secrets to keep a nation safe. Eyes Only and Need to Know. The rest of the world knows, just not US.

    The US military is not a military in the convential sense. The US military are window dressers that produce a sales image for the citizens of the US. The prime part of the window dressing is terrorism that is justified by selling fear. The supreme violence is done in the financial sphere which is totally obfuscated from the citizenry.
    The military’s second function is to keep the velocity of dollars up by supporting the MIC. The MIC is the largest and most sophisticated money laundering operation in the history of humanity
    The media’s sole purpose is to create a desire driven mass hysteria.

    We are going to get left behind whether we cooperate of not. The US economy has been collapsing income bracket by income bracket since 1970. Think about the situation as if it were Arsenic and Old Lace. The poison killls slowly but you end up just as dead.

    Think the ole cracker is crazy. Look at personal debt and what it means for sustaining some semblance of social order. Why do you think the entertainment on the moronoscope is what it is? The credit commercials are more suited to human consumption than the programing. Create a state of emotional unease and offer fleeting moments of fulfillment one trend at a time.

    But………..it’s convenient! and free if you are a sucker.

    #248831
    Michael Reid
    Participant
    #248833
    Michael Reid
    Participant
    #248834
    Michael Reid
    Participant
    #248838
    zerosum
    Participant

    Above my pay grade so I asked “Claude” to help.

    Fetched: The $29 Trillion Debt Rollover Nightmare | Armstrong Economics
    Read it. A quick note on the source, then the actual answer to your question.

    Source context: Martin Armstrong is a cyclical-forecasting analyst (his “Economic Confidence Model”) with a long-standing, consistent thesis about government debt being a “Ponzi structure” and pushing toward CBDCs/capital controls — he’s been writing versions of this argument for years. The underlying data he cites (OECD’s $29T 2026 borrowing figure, 78% being rollover not new financing) tracks with real OECD reporting; the framing around it (government as inherent threat, CBDC-as-trap) is his consistent editorial lens, not neutral analysis. Treat the hard numbers as generally real, the interpretive framing as his worldview.

    Where to actually look first — the early-warning signals, in rough order of how fast they’d show up:

    Bond auction results (fastest signal, days/weeks) — specifically the bid-to-cover ratio and tail (the gap between where the market expected a bond to price and where it actually cleared) on sovereign auctions, especially the U.S., Japan, UK, and France. A weak auction — low bid-to-cover, a big tail — is the first concrete sign that demand for rolling the debt forward is faltering. Japan’s auctions have already been flagged as the “first domino” candidate in Armstrong’s related pieces.

    Long-end yields, specifically 30-year — watch the 30-year Treasury (and equivalents: UK gilts, JGBs, French OATs). Rising long yields despite central banks cutting or holding short rates is the classic sign the market is repricing sovereign risk independent of monetary policy — that decoupling is a tell.

    The share of short-term vs. long-term issuance — if governments keep shifting toward short-maturity debt (T-bills over 10/30-year bonds) because long rates are too painful, that’s confirmation of the “trading today’s discomfort for tomorrow’s crisis” dynamic the article describes. This is usually reported in Treasury/DMO quarterly refunding announcements.
    Central bank balance sheet data — continued quantitative tightening (central banks not buying, or actively selling) means private buyers (hedge funds, foreign investors) have to absorb more supply. Watch for reversal — any sign of central banks quietly returning to bond-buying is itself a signal that private demand failed.

    Sovereign CDS spreads — credit default swap pricing on countries under strain (Japan, UK, France, and emerging markets with dollar debt) will move before headlines catch up. A sudden widening is an early market judgment on rollover risk.

    Currency weakness in the “repay in depreciated currency” countries — since the article’s endgame is currency debasement rather than formal default, a falling yen, pound, or euro against a basket (not just USD) alongside rising bond yields is the combination to watch — that pairing (weak currency + weak bonds simultaneously) is what signals a genuine confidence crisis rather than normal rate-driven currency moves.

    Japan specifically — Armstrong’s related pieces (linked at the bottom of this article) name Japan as the likely first domino, given its debt-to-GDP ratio and BOJ’s own bond-buying retreat. That’d be the single country I’d watch most closely for an early, visible break.

    #248839
    WES
    Participant

    If all of these crispy fired critters should ever blow up, rest assured, the government would classify it under natiinal security, and not tell you!

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