(No) Debt Rattle October 14 2025

[Topcat]

Just a suggestion

A little entertainment value

[zerosum]

Peace will start as a “Gaza ceasefire”

[tboc]

from MOA
Executive Order Provides For Bailout Of Overextended AI Companies
” David Sacks @DavidSacks – 17:34 UTC · Nov 24, 2025
According to today’s WSJ, AI-related investment accounts for half of GDP growth. A reversal would risk recession. We can’t afford to go backwards.”

how do you spell Ai? subprime-see dot.com
we can’t afford to go forward
Stealers Wheel – “Stuck in the Middle with You”
“Clowns to the left of me
Jokers to the right
Here I am, stuck in the middle with you”

[tboc]

there was a recent capital infusion into the repo market, to stabliize the markets.
i submit that it is not the Ai companies that are overextended but it is the FED back window that is overextended.
The Ai baliout is a subterfuge to first obfuscate and secondly justify unchecked inflation, the result of irrationl economic policy. Why do i hear Alan Greenspan? “Irrational exuberance”

[maryballon]

Thanks DBS for your thoughtful words on AI. Much appreciated. Please keep going on this thread.

[Michael Reid]

[Michael Reid]

[Michael Reid]

[Michael Reid]

[Michael Reid]

[Michael Reid]

[Michael Reid]

I don’t understand

My perception is Russia is top dog

[Michael Reid]

“
This one is going to be settled on the battlefield.
“

[John Day]

Domino Theory https://drjohnsblog.substack.com/p/domino-theory

WARNING Dramatic Language: Hal Turner, The “Experts” are Telling me “2026 Everything Comes Apart; Nothing Can Stop it”
There’s a $38 trillion time bomb ticking in the heart of the American financial system, and in 2026, it’s going to detonate​…
..Right now, as you’re reading this, over $500 billion in corporate debt is racing toward a refinancing deadline.​.. Companies that borrowed money at 3% interest rates during the pandemic boom are about to face 9% rates when those loans come due. Banks that seemed rock solid are sitting on portfolios of commercial real estate loans that are worth half what they were two years ago​…
..Every expert who saw 2008 coming, every economist who predicted the dot-com crash, every analyst who called the housing bubble, they’re all saying the same thing: “2026 is the year everything breaks,” but here’s what makes this different from every other financial crisis in American history.
​ This time, the government can’t save us, the Federal Reserve’s ammunition is spent, the Treasury’s balance sheet is maxed out, and the very foundation of American economic power, the bond market that has backstopped every crisis since World War II, is about to crack under the weight of unsustainable debt…
​..The first domino is already wobbling. It’s called the refinancing wall, and it’s coming at the American credit markets like a freight train. In 2020, 2021, and 2022, when interest rates were essentially zero, American companies went on the biggest borrowing binge in corporate history… Those bonds come due. Those loans need to be refinanced. And in 2026, over $500 billion worth of this debt hits maturity all at once.
​ Companies that borrowed at 5% are going to face refinancing costs of 8, 9, maybe 10%. That’s not just an increase, that’s a fundamental shift in the economics of American business. A company that could comfortably service debt at 5% might be bankrupt at 10%.​..
..The marginal companies, the ones that were already struggling, the ones that use cheap debt to paper over fundamental problems, they’re going to fail. And when they fail, they’re going to take their lenders with them.​..
..This is where the second domino comes into play. The lenders aren’t traditional banks anymore… While everyone was focused on regulating banks after 2008, making them safer, forcing them to hold more capital, a shadow banking system emerged. Private credit funds, leveraged loan vehicles, collateralized loan obligations… They now control over $250 trillion in assets globally. That’s half of all financial assets on the planet…
​..Traditional banks are regulated. They have deposit insurance. They have access to Federal Reserve emergency lending.​ They have government backstops. Shadow banks have none of that. When a traditional bank faces a crisis, regulators can step in, inject capital, arrange mergers, prevent contagion.
​ When a shadow bank fails, it just fails. And it takes its investors with it.​..
..Now as 2026 approaches, these funds are facing their own crisis.
​ Investors are demanding redemptions. The easy money that flowed into private credit during the boom years is flowing back out. Fund managers are hoarding cash, avoiding new commitments, preparing for the worst.
​ So just when corporate America needs refinancing the most, just when $500 billion in debt needs to roll over, the very institutions that were supposed to provide that refinancing are stepping back. It’s a classic liquidity crunch.​..
​..And when that happens in credit markets, prices don’t just rise, they spike. Companies that might have been able to refinance at 8% suddenly face 12, 15, maybe no financing at all. That’s when the third domino falls.
​ COMMERCIAL REAL ESTATE
​ This sector has been quietly bleeding for two years, but most people haven’t noticed because the problems have been hidden by accounting tricks and “extend and pretend” strategies. Office buildings across America are sitting 40 to 50% vacant, not because of temporary pandemic effects, but because of permanent structural changes in how Americans work.​..
..Buildings that were financed based on pre-pandemic occupancy rates and rental income can’t support their debt at current vacancy levels. Mortgages that made sense when buildings were 90% occupied become unsustainable when they’re 50% occupied.
​ And these mortgages are coming due. Over the next 18 months, hundreds of billions in commercial real estate debt needs to be refinanced. Some of these banks have 30, 40, even 50% of their loan portfolio in commercial real estate…
..We’ve already seen the preview. Silicon Valley Bank collapsed in March 2023, the second largest bank failure in American history.​ Signature Bank failed the same week. First Republic Bank failed in May 2023. These weren’t subprime lenders or risky investment banks.​ These were supposedly conservative regional banks that got caught holding assets that lost value when interest rates rose rapidly.​..
..And here’s where the fourth domino enters the picture, the bond market.
The United States government currently owes $38.2 trillion. That’s more debt than the entire global economy produced in a single year just two decades ago.
​ The annual interest payment on that debt is approaching $1.2 trillion, more than defense spending, more than Medicare, more than anything except Social Security. And those interest payments are DUE every month, as old debt at low rates matures and gets replaced with new debt at higher rates. For decades, this didn’t matter, because there was always demand for US government bonds.​..
..When the credit crisis hits, when private companies start defaulting, when regional banks start failing, when commercial real estate collapses, investors are going to demand higher yields to hold US government debt, not because the US government is going to default, but because the currency that debt is denominated in is going to be worth less.​..
​..The government could find itself in a situation where it’s borrowing money just to pay interest on existing debt. And that’s the definition of a debt spiral… The Fed can’t cut rates to zero because inflation is still a concern. The government can’t run massive deficits because it’s already running a deficit of 7% of GDP during peacetime. The very institutions that saved the system in 2008 are constrained by their own balance sheet problems.
​ This is why 2026 won’t be just another recession. It will be a system reset.​..
..The insurance industry represents the fifth domino, and it’s potentially the most dangerous one because it’s the least understood. Life insurance companies, property casualty insurers, reinsurance giants, they’ve all been reaching for yield in the low interest rate environment. Unable to generate adequate returns from traditional government bonds and high-grade corporate debt, they’ve moved deeper and deeper into riskier assets.​..
​..They’re all chasing the same yields, investing in the same asset classes, following the same strategies that seem smart when rates were low but look catastrophic when rates are high. When commercial real estate starts defaulting, when corporate credit blows up, when CLOS start losing value, insurance companies are going to face massive losses on their investment portfolios. But unlike banks, which can raise capital or get bailed out, insurance companies have a different problem.
​ They have liabilities, policies they’ve written, claims they have to pay, guaranteed returns they’ve promised to policyholders. If an insurance company’s investment portfolio loses 20% of its value, that’s not just a balance sheet problem. It’s a solvency crisis.
​ The company might not have enough assets to cover its liabilities. Policyholders will demand their money back, but the assets can’t be liquidated quickly without taking massive losses. It’s a classic run on the bank scenario​…
..The systemic risk here is enormous because insurance companies are interconnected with every other part of the financial system. They’re counterparties to banks through derivatives contracts. They’re major holders of corporate bonds and commercial mortgages.​ They provide credit insurance to other financial institutions. When insurance companies start failing, they don’t fail in isolation. They take their counterparties with them… ..This brings us to the sixth domino, and it’s the one that makes this crisis different from anything we’ve seen before, the Federal Reserve’s balance sheet. Since 2008, the Fed has been the buyer of last resort for the American financial system. When mortgage markets seized up, the Fed bought mortgage-backed securities.
​ When corporate credit markets froze, the Fed created emergency lending facilities. When state and local governments faced funding crises, the Fed stepped in with municipal bond purchases. The Fed’s balance sheet expanded from $900 billion before the 2008 crisis to nearly $9 trillion at its peak during the pandemic.​..
​..The Fed essentially became the shock absorber for the entire American financial system. Every crisis, every market dislocation, every liquidity crunch, the solution was the same.
​ The Fed would create money and buy whatever assets were under stress. But there’s a problem with this strategy. It only works if people believe the money the Fed creates has value.​.. And that belief is starting to crack.​..
​..The Fed tried to regain credibility by raising interest rates aggressively in 2022 and 2023. They shrank their balance sheet through quantitative tightening. They talked tough about fighting inflation.
​ But they didn’t actually solve the underlying problem, they just postponed it. The $9 trillion in assets they created didn’t disappear. It’s still sloshing around the financial system, creating distortions and imbalances that make the system more fragile, not less.
​ When the 2026 crisis hits, the Fed will face an impossible choice. They can create more money to bail out failing institutions, but that will trigger a currency crisis, as people lose confidence in the dollar. Or they can let the institutions fail, but that will trigger a deflationary collapse as credit contracts and asset prices plummet.
​ Either path leads to economic catastrophe​…
​..American economic hegemony, built on the foundation of dollar dominance, could end within months of the crisis beginning.​..
​..20​26 will be the year the American financial system faces its reckoning. Corporate debt, shadow banking, commercial real estate, government bonds, insurance companies, Federal Reserve policy, they’re all connected in a web so complex that when one thread snaps, the entire structure unravels. This isn’t a prediction anymore.​ It’s mathematics.​ https://halturnerradioshow.com/index.php/news-selections/national-news/the-experts-are-telling-me-2026-everything-comes-apart-nothing-can-stop-it

Bessent Says Americans To See ‘Substantial Refunds’ Next Year, No Risk Of Recession​ https://www.zerohedge.com/political/bessent-says-americans-see-substantial-refunds-next-year-no-risk-recession

​ Moon of Alabama (to prevent a panic): Executive Order Provides For Bailout Of Overextended AI Companies
By allowing for a bailout of over extended AI companies via ‘Manhattan Project’ sized federal spending Trump is also attempting to prevent a stock market slump that would cost the Republicans the majority in the House.​ https://www.moonofalabama.org/2025/11/executive-order-provides-for-bailout-of-overextended-ai-companies.html

​ Trump’s Peace Deal: An Analysis. Dr. Paul C. Roberts
​ I have gone over the Russian proposal for ending conflict and Trump’s proposal. In some respects Trump’s proposal gives Putin more of what Putin wants than does the Russian proposal. Trump makes Putin pay for this by requiring the use of Russian frozen assets to rebuild Ukraine and by denying recognition to the area already incorporated into Russia, but still uncleared of Ukrainian forces.
​ Trump’s proposal, characteristically, also introduces the US into the agreement in a profit-making manner. Frozen Russian assets will be used for payment of US companies tasked with rebuilding Ukraine.​..
..From the beginning of the military conflict I have said that what Putin wants from the conflict is a mutual security agreement with the West that brings the hostilities, not merely the conflict in Ukraine, to an end. This is what Trump offers. https://www.globalresearch.ca/trump-peace-deal-analysis/5906568

[John Day]

​ From Saturday 11/22/25: “U.S. Has Approved This Escalation”. Kiev Regime Attacks Civilians Within Russian Territory. Russia Downs U.S. Tactical Missile System (ATACMS). Act of Sabotage of Trump’s Peace Plan? https://www.globalresearch.ca/breaking-trump-approves-military-escalation-kiev-regime-attacks-civilian-targets-within-russian-territory-russia-downs-u-s-tactical-missile-system-atacms-with-the-support-of-the-u-s/5906411

These systems survive a week or two in Ukraine: Germany Delivers New Patriot Long Range Air Defence Systems to Ukraine: Can They Stop Russian Missile Attacks? https://militarywatchmagazine.com/article/germany-delivers-patriot-ukraine

Naked Capitalism analysis fails to look-under-the-hood; takes things at face-value. Yes, there are provisions Europe gets to cut, like paying to rebuild Ukraine.
The Poison Pill in the US Peace Plan for Ukraine: Europe Written Into the Outline​ https://www.nakedcapitalism.com/2025/11/the-poison-pill-in-the-us-peace-plan-for-ukraine-europe-written-into-the-outline.html

​ The Germans, French​, British, Danes, etc. will pay Ukraine to keep fighting Russia: Back to 1991 borders? “The war will end after Crimea returns to Ukraine, Stefanchuk says. Verkhovna Rada Speaker Ruslan Stefanchuk stated that occupied Crimea is part of Ukraine, and the war will end with its return. This was stated during a press conference with Swedish Speaker Andreas Norlén.”​ https://x.com/I_Katchanovski/status/1993035746677031361

​ U.S. and Russia hold new talks as Ukraine hopes to finalize a peace deal
Army Secretary Dan Driscoll met with a Russian delegation in the capital of the United Arab Emirates on Monday evening, and was expected to hold more meetings Tuesday, two U.S. officials told NBC News.
​ “The talks are going well and we remain optimistic,” Lt. Col. Jeff Tolbert, an Army spokesman, said in a statement. “Secretary Driscoll is closely synchronized with the White House and the U.S. interagency as these talks progress,” he said.
​ A Ukrainian delegation is also in Abu Dhabi and Driscoll is in touch with those officials, according to Tolbert.​ https://www.nbcnews.com/world/ukraine/ukraine-deal-zelenskyy-trump-meeting-russia-war-abu-dhabi-talks-rcna245800

[John Day]

​ Statements and leaks are vague and divergent enough to believe whatever you want: Zelensky Seeks Urgent Meeting With Trump To Negotiate Territorial Concessions ‘Sticking Point’ Directly
​ Since the early morning hours there’s been a steady walk-back on initial headlines that Ukraine has ‘agreed’ to the Trump-proposed peace plan, which has now been condensed to 19 points (down from the initial 28). The White House now says the few issues remaining in talks to end the war are “delicate” but “not insurmountable” – which means that no, the negotiating parties are not at the goal line – and may not actually be all that close.
​ As for President Zelensky, he has stated after Geneva talks that “we see many prospects that can make the path to peace real”. But he is reportedly now seeking an urgent meeting with President Trump – by Thursday – in order to negotiate the question of territorial concessions in person​…
​..Zelensky’s chief of staff Andriy Yermak told Axios: “I hope the visit of President Zelensky will take place as soon as possible, because … it will be help President Trump to continue his historical mission to end this war.”​…
..A US official privy to negotiations is claiming major progress Tuesday, telling ABC News the Ukrainian delegation has agreed to the United States’ potential peace plan, at a moment it’s still being hotly debated, especially among the Europeans.
​ “The Ukrainians have agreed to the peace deal,” the US official said, but without specifying much in the way of details. “There are some minor details to be sorted out but they have agreed to a peace deal.”​ https://www.zerohedge.com/markets/ukraine-tentatively-agrees-trump-backed-peace-plan-sending-oil-sliding

​ Trump directs Witkoff to meet Putin as momentum builds on Ukraine peace talks
Where things stand
​ • US President Donald Trump says he has directed his special envoy Steve Witkoff to meet with Russian President Vladimir Putin in Moscow as momentum builds toward hammering out a deal to end Russia’s war in Ukraine.
​ • At the same time, Trump said, Secretary of the Army Dan Driscoll will meet with the Ukrainians, after which the US president hopes to meet with Putin and Ukrainian President Volodymyr Zelensky – but not until a deal is more finalized. Ukraine says Driscoll is expected in Kyiv “later this week.”
​ • Russian Foreign Minister Sergey Lavrov indicated earlier that Moscow could reject an amended US peace plan if its terms are “fundamentally different” to the understanding reached during the Trump-Putin summit in Alaska a few months ago.​ https://www.cnn.com/world/live-news/russia-ukraine-us-peace-plan-trump-11-25-25

​ Israel Pays Evangelicals with Trump Ties to Create Pro-Israel Content
The new “Esther Project” foreign influence campaign has been paying Pentecostal consultants with ties to Trump family members.​ https://www.theamericanconservative.com/israel-pays-evangelicals-with-trump-ties-to-create-pro-israel-content/

Israel Expands Iron Dome Production Through Rafael Contract Funded by $8.7 Billion U.S. Aid​ https://www.armyrecognition.com/news/aerospace-news/2025/israel-expands-iron-dome-production-through-rafael-contract-funded-by-8-7-billion-u-s-aid

Israeli forces detain Palestinians in West Bank raids, including lawmaker​ https://en.yenisafak.com/world/israeli-forces-detain-palestinians-in-west-bank-raids-3710936

[John Day]

At least 2 kids killed per day in Gaza since ceasefire: UNICEF​ https://www.arabnews.com/node/2623584/middle-east

2 million Gazans struggle to survive in a 3.5 sq. mi. cage – Not a Ceasefire Day 43​ https://israelpalestinenews.org/2-million-gazans-struggle-to-survive-in-a-3-5-sq-mi-cage-not-a-ceasefire-day-43/

​ 22 Palestinians killed in Israeli strikes on homes, vehicles across Gaza despite ceasefire
Civil Defense says women, children among those killed in multiple attacks that violated cease-fire in place since Oct. 10​ https://www.aa.com.tr/en/middle-east/22-palestinians-killed-in-israeli-strikes-on-homes-vehicles-across-gaza-despite-ceasefire/3751117

​ Hamas Tell Witkoff: Deal Is Over, We’re Ready To Fight
​ On Saturday, Nov. 22, 2025, Israel launched a wave of attacks in Gaza after accusing Hamas of crossing the agreed yellow ceasefire line, striking while the six-week-old ceasefire remained in effect.
​ The yellow line agreed in the peace deal covers about 58% of Gaza, and Israel says dozens of Hamas fighters repeatedly crossed Israeli lines during the ceasefire, violating the truce again today.
​ The Gaza Health Ministry reported at least 22 killed and 83 wounded in Israeli strikes, including a kamikaze drone that killed five and wounded seven, while the IDF said it killed 11 Hamas militants and captured six in Rafah tunnels, where about 80 fighters remain.
​ A senior Hamas official told Al Jazeera the group appealed to mediators to stop the ceasefire collapse and accused systematic ‘Zionist’ violations causing hundreds of deaths and altered withdrawal lines.
​ Netanyahu’s office said Israel eliminated five senior Hamas terrorists and argued it honored the ceasefire while relatives mourned at Al-Aqsa Hospital, Deir al-Balah, Saturday, Nov. 22, 2025.​ https://ground.news/article/idf-strike-kills-senior-hamas-commander-abu-abdullah-al-hudaydi-in-gaza

Israeli regime warplanes conduct airstrikes in S. Lebanon​ https://en.mehrnews.com/news/239068/Israeli-regime-warplanes-conduct-airstrikes-in-S-Lebanon

[John Day]

Israeli forces conduct cross-border raid into Syria’s Quneitra province​ https://en.yenisafak.com/world/israeli-forces-conduct-border-raid-into-syrias-quneitra-3710931

​ Provoked to murder: Somebody despises both Alawites and Bedouins. Who? Curfew Imposed in Syria’s Homs as Sectarian Violence Leave Four Dead
A Bedouin couple was killed Saturday in their home in the town of Zaidal, on the outskirts of Homs, Syria. The two were members of the Bani Khaled tribe, and state media reported that “sectarian slogans” were found at the scene.
​ The tribe responded by attacking the Alawite-heavy al-Muhajireen neighborhood in Homs, burning Alawite homes and shops and vandalizing cars while attacking locals. Two young Alawite men, who were reported missing, turned up at a nearby hospital killed under mysterious circumstances. Dozens have been reported wounded in the attacks.
​ Maj. Gen. Murhaf al-Nassan said that the attack in Zaidal appeared to be meant to undermine stability in the region, and the government has yet to identify who actually carried out the attack.​ https://news.antiwar.com/2025/11/23/curfew-imposed-in-syrias-homs-as-sectarian-violence-leave-four-dead/

​A Palestinian lady-reporter: Israeli forces torture Iranian Tasnim’s journalist in prison https://en.mehrnews.com/news/239073/Israeli-forces-torture-Iranian-Tasnim-s-journalist-in-prison

Trump’s NATO Upgrade for Saudi Arabia. Rewriting Middle East’s Balance of Power​ https://www.globalresearch.ca/trump-saudi-arabia-middle-east-balance-power/5906512

​So did JFK in 1963: Kuwait calls for inspecting Israel nuclear facilities https://en.mehrnews.com/news/239058/Kuwait-calls-for-inspecting-Israel-nuclear-facilities

[John Day]

Chile launches intl. campaign to expel Israel from UN​ https://en.mehrnews.com/news/239077/Chile-launches-intl-campaign-to-expel-Israel-from-UN

25% of U.S. Navy’s Deployed Warships Now in Caribbean as Ford Carrier Group Leads the Force​ https://www.armyrecognition.com/news/navy-news/2025/flash-info-25-of-u-s-navy-warships-now-in-caribbean-as-ford-carrier-group-leads-deployment

Venezuela Says Trump Has Designated ‘Non-Existent’ Drug Cartel As Terrorist Org; US Covert Ops Believed ‘Imminent’​ https://www.zerohedge.com/geopolitical/venezuela-says-trump-has-designated-non-existent-drug-cartel-covert-ops-imminent

​So kill Maduro with a missile while he’s on the phone? Report: Trump Plans To Hold Talks With Venezuela’s Maduro
One US official said a diplomatic deal was possible, but it’s unclear what sort of agreement would satisfy the Trump administration​ https://news.antiwar.com/2025/11/24/report-trump-plans-to-hold-talks-with-maduro/

China Warns of Severe Consequences if Japan Fails To Retract Its Threats of Military Intervention Over Taiwan​ https://scheerpost.com/2025/11/22/china-warns-of-severe-consequences-if-japan-fails-to-retract-its-threats-of-military-intervention-over-taiwan/

[John Day]

Taiwan Center Stage In Trump-Xi Phone Call, As State Media Touts Island’s ‘Return To China’​ https://www.zerohedge.com/geopolitical/taiwan-center-stage-trump-xi-phone-call-xinhua-touts-islands-return-china

China just shrunk a chip factory to desktop size and it could rewrite the future of evs and ai​ https://www.prototypingchina.com/2025/11/22/the-secret-behind-a-groundbreaking-desktop-technology-reshaping-semiconductor-manufacturing-for-electric-vehicles-and-beyond/

​Perhaps brought down by China, on the same day; electronic-jamming? US Navy Racing To Recover Crashed Jet And Helicopter From South China Sea https://www.zerohedge.com/markets/us-navy-racing-recover-crashed-jet-and-helicopter-south-china-sea#google_vignette

​Yeah? Whatcha mean “ready”? Newsweek: US Ready to Fight China in Pacific Islands​ https://en.topcor.ru/66246-newsweek-ssha-gotovy-voevat-s-kitaem-na-tihookeanskih-ostrovah.html

​ This sounds about right: Sudan Internal Conflict Continues Despite Pledges to End Fighting by Imperialism and Its Allies
Saudi monarchy raises issue with United States although both governments have only exacerbated tensions in the past leading to the current impasse​ https://www.globalresearch.ca/sudan-internal-conflict-continues-despite-pledges-end-fighting/5906566

[John Day]

Who threatened her. with what? Marjorie Taylor Greene Ditches the D.C. Sewer
The once fierce Trump supporter resigns. Her resignation letter is a scathing rebuke of our decadent, twilight Republic.​ https://www.thefocalpoints.com/p/marjorie-taylor-greene-ditches-the

​Is bad treatment all of it? “It’s A Tinder Box”: GOP Members Consider Following MTG Into Retirement, Say White House Treats Them ‘Like Garbage’ https://www.zerohedge.com/political/its-tinder-box-gop-members-consider-following-mtg-retirement-say-white-house-treats-them

Epstein abuse survivors say they are facing death threats​ – ‘We are bracing for these to escalate,’ survivors of Jeffrey Epstein’s sexual abuse say​ https://www.aa.com.tr/en/world/epstein-abuse-survivors-say-they-are-facing-death-threats/3750632

How do you make it safe when it’s an arms-race? Colorado Is Pumping the Brakes on First-Of-Its-Kind AI Regulation to Find a Practical Path Forward https://www.nakedcapitalism.com/2025/11/colorado-is-pumping-the-brakes-on-first-of-its-kind-ai-regulation-to-find-a-practical-path-forward.html

Everybody’s off-switches are in one nice file: Former MI6 Chief Warns of the Security Risks of the UK Government’s Proposed Digital Identity System https://www.nakedcapitalism.com/2025/11/former-mi6-chief-warns-of-security-risks-of-uks-fledgling-digital-id-system.html

[John Day]

​Executive on leave and ​recording-leaker fired: Campbell’s VP Admits Soup Is “S**t For F**king Poor People” With “Chicken… From A 3D-Printer”​ https://www.zerohedge.com/medical/campbells-vp-admits-soup-st-fking-poor-people-chicken-3d-printer

​I’m sipping green-tea: Over 1,100 Studies Reveal 12 Natural Compounds With Potent Anti-Cancer Effects Across All Major Tumor Pathways https://www.thefocalpoints.com/p/over-1100-studies-reveal-12-natural

Meryl Nass MD points out that scouring the world for fatal viruses and bacteria, then weaponizing them to make protective vaccines is worse than nothing.
NIH Director and Principal Deputy Director: The World Needs a New Pandemic Playbook
​ This article which I just discovered is complementary to the article I wrote using Marburg virus as my example a few days ago.​ https://merylnass.substack.com/p/nih-director-and-principal-deputy

​ STUDY: COVID-19 “Vaccines” Linked to Multiple Sclerosis, Lupus, Type 1 Diabetes, Rheumatoid Arthritis, Graves’ Disease, and Hashimoto’s Thyroiditis
A scoping review of 109 studies finds 56% of papers suggest a causal link between COVID-19 vaccination and six major autoimmune diseases.​ https://www.thefocalpoints.com/p/breaking-study-covid-19-vaccines-f6c

COVID-19 vaccination was linked to almost 70,000 fewer US live births in 2023​ https://jarle.substack.com/p/covid-19-vaccination-was-linked-to

[John Day]

New documentary claims President George HW Bush ‘knew’ of 1964 alien contact with humans in New Mexico​ https://endtimeheadlines.org/2025/11/new-documentary-claims-president-george-hw-bush-knew-of-1964-alien-contact-with-humans-in-new-mexico/

​Mainstream media now does stories. Here is a farmer: Geoengineering Is No Longer Just A Theory https://www.zerohedge.com/weather/geoengineering-no-longer-just-theory

​ What if something goes wrong? The Strange and Totally Real Plan to Blot Out the Sun and Reverse Global Warming
A 25-person startup is developing technology to block the sun and turn down the planet’s thermostat. The stakes are huge — and the company and its critics say regulations need to catch up.​ https://www.politico.com/news/magazine/2025/11/21/stardust-geoengineering-janos-pasztor-regulations-00646414

​Dane Wiggington has been looking at chemtrails a long time: Geoengineering Watch Global Alert News, November 22, 2025, #537 https://geoengineeringwatch.org/geoengineering-watch-global-alert-news-november-22-2025-537/

Power & profits always win. It’s Climate-not-matter-ism, isn’t it? COP30 pushes through uneasy climate deal that sidesteps fossil fuel concerns
‘Failed agreement’ made under ‘climate denialism,’ says Colombian negotiator​ https://www.cbc.ca/news/world/cop30-deal-fossil-fuels-climate-change-crisis-9.6989208

[John Day]

​What the oceans would do, and maybe did for Noah, if the Earth’s rotational axis shifted: The Tsunami Simulation – Discussion https://www.youtube.com/watch?v=a0ObwvP06d0

Catastrophic 12.000 year cycle explanation: https://www.youtube.com/watch?v=a0ObwvP06d0

[Michael Reid]

[Michael Reid]

[Dr. D]

“Ukraine Tentatively Agrees To Trump-Backed Peace Plan, Sending Oil Sliding

This means Trump loses, I mean wins, I mean loses, I mean… Aiiii!

Don’t worry, as per Europe: “Won’t Cede Territory” Ah, so this is one of those peace where Russia is sitting in Pokrovsk, so you’re just Peacefully Bombing them until they leave, 40k men at a time. Right. Where if any Russians are in their naval base in Crimea, you Taurus missile-strike them. Right. That kind of peace. It’s all settled then! Whew.

“Why Did Democrats Suddenly Go Quiet On Epstein Files?
In recent days, the Epstein story count in MSM has fallen off a cliff.”

“Trump loses if Epstein isn’t out!!!!! “Okay fine, I’ll sign it then.” “Nooooooo!!!!!”

“Most Religious States In America” Highest is 50%. Lowest is VT (surprisingly) at 17%.

I can tell you having been or lived in many of these states, “Highly Religious” means, “Thought about church once” Might go on high holidays. Churches are empty nationwide. So then making things up, “Low” means, “Not a complete Godless atheist, might be something in universe except me.” …But not betting on it.

“Nano Nuclear To Study Siting Multiple MMRs To Generate 1GW Energy In Texas

So we’re thinking about thinking about it. Right. Call me when you’ve made enough to light a candle.

“America foolishly cuts 28 point plan to 19.” You mean the plan WE wrote? With Russia? So we didn’t write the plan we wrote and didn’t believe in it? They have to stop knee jerking to Hate America First. Yes, as a framework, everyone will pitch in with what they like and don’t like because that’s just negotiation, as has happened since Og hit Gog with a rock. Russia is going to decide, the U.S. — or rather Trump said — he could care less if they want to fight instead so this whole puppet show exists only to bring Europe ‘round to the obvious: You Lost. Sue for peace, you fools. On any terms the Russians give you. I don’t care either. Actually, I’d prefer you keep fighting although morally I’m not allowed to say so.

The US is already building a multi-billion Bering tunnel and joint venturing oil exploration with Russia as we go around MacKinder and all Europe and export everything from the EAST. Europe can be a ring-fence between the world and us, but what if we don’t care if the Suez works or Baltic is blockaded because we’re all exporting from Vladivostok to Long Beach? That’s the big tide, and it’s a done deal already. Europe collapses and “Nothing happens”, no WWIII as they planned and demanded. Europe becomes Central Africa, disappears for 200 years.

“Hal Turner, The “Experts” are Telling me “2026 Everything Comes Apart; Nothing Can Stop it”

This is worse than usual as Armstrong has that date. Didn’t think we could get to this time point, but as usual, the computer is right. In another way, instead of collapsing as planned with 200M dead, the US and world now has structures to ROTATE out of this into a new financial system, however messy. They will “Force a new system on you”.. Uh, no, WE will accept or reject it as WE see fit. And trust is not high right now, and central control is low. As they seem to be setting, it’s really going to multi-track same as all the private banks after Jackson. Some were great; some failed. But that’s your choice and responsibility. Eventually the system that will work appears and is standardized.

What Hal says here, on timing, IF Europe falls and that money flees, I guess we know what there is to buy, don’t we? That $500B which has become chicken feed these days. Europe will capital control it hard, but their control isn’t much better. BTC can move that money out fast. Sounds like if Europe weren’t dying anyway, we’d have to push them down the stairs.

“Bessent Says Americans To See ‘Substantial Refunds’ Next Year, No Risk Of Recession”

Interesting. I don’t see that, but I also don’t think Bessant would say so if he weren’t sure as he sounds. I’m giving him this one. Again, Europe fails, money tsunami here.

“Trump makes Putin pay for this by requiring the use of Russian frozen assets”

Russia GETS those assets bc the U.S. will ORDER EU to give them to us. Europe essentially can’t say no. Then they are no longer stolen. That’s quite an incentive. And while we make profit, that work needs to be done, and Europe will have a hard time bombing Bechtel while we’re doing it. See? He’s missing the obvious. IF that happens AND the U.S. gets the work, THEN … No one in Europe gets a nickel. They are shut out, collapse, as they started this war and killed 2M ppl. And like we SHOULD let Europe in? Heck No! And Russia is really busy doing Russia things right now, like they have corporate bankwidth to rebuild France?? (Size of Ukr). Now WHYYYY would they do that at all? Bc a failed, collapsed, corrupt state on their border for another 50 years is London’s wet dream for Moscow. No. They need Ukr to be a NORMAL place…and firmly in the Russio-Slavic sphere.

“GOP Members Consider Following MTG Into Retirement, Say White House Treats Them ‘Like Garbage’ Now is it the RINOs and traitors like Napalitano finally being visible, or is it the other way ‘round as promoted in these articles? I can’t say. The reality isn’t like “Good Guy/Bad Guy” but like “Old paradigm/New method”. It’s important to know this so we could oppose Trump if necessary, but it’s too complex.

Krainer, following the obvious, first few minutes: https://m.youtube.com/watch?v=4ml1KH1dG68&pp=ugUHEgVlbi1VUw%3D%3D

He’s also pointing out the obvious that no one can seem to keep in their heads: All politicians must signal, throw bones, and keep happy whatever few power blocks are powerful in their nations. The U.S. is no different. But if you say “Hey we’re going to kill Israel, support Iran, End NATO, join Russia, and PS our real enemy if England, so we’re kicking them out of all their drug-running, people-killing worldwide” you can only imagine what would happen. So they can’t say that. Duh. But they can DO that. They can do it, and do what is right so long as they keep SAYING the happy words and come up with reasons their actions make sense, or are a big fat Oops, until years later you turn around and we’re already there. These power blocks are transformed or de-powered. This is already done as the ISr lobby is taking broadside after broadside and half of both parties are already against them.

So constantly people are like “But he SAID” or “20 years ago under 3 different Presidents, such and such lobby…” Yeah, let’s pretend that matters at all. DGAF. They’ll say AMERICA got in the Ukraine war, other war. No we didn’t. The US PEOPLE were always against it by leaps, and it was only a few knuckleheads in one administration, who have all been fired. 25 people ≠ 330M people. We would put them in a sack with 10 snakes and throw them down a canyon if we could. It’s not “America”, it’s not “America’s war” and it’s not “Trump” or “Trump’s war” either. Leave my name out of your mouth.

…And they do this because murdering psychopaths say “But you don’t want to lose YOUR WAR now do you? Man, that’ll be so embarrassing…for YOU.” It’s not my war you maniac, it was YOUR war, and you want me to do MORE of it so YOU don’t lose. Narcissism 101. “Why you hitting yourself?”

[tboc]

Dr. John, thank you for the Hal Turner information. I had not read your blog yesterday before i posted here.

“half of GDP growth” is invested in eliminating the middle class. “The poor will always be with us.”

Optical character recognition, Kurzweil 1970’s, WebOCR 2000’s. Speech synthesis 2000’s. A large array of GPUs engaged in optical character recognition and speech synthesis, 2020’s. A catchy name, large language model.

[D Benton Smith]

@tboc

A catchy name, large language model.

Catchy and sarcastically funny at the same time. Calling the Language Model “Large” is an understatement so unashamedly deceitfully understated that it is a dark joke. The model is so “large” that they literally can’t build super-computers fast enough to even write the numbers down. Think in terms of ‘nuclear chain reaction style’ in understanding the increasing size of the data set, and the resources (human and otherwise) being consumed in doing so, and the implications of that resource mismanagement.

[John Day]

Hi Michael Reid, Dr. D, Tboc and DBS. Hi Raul Ilargi Meijer, wherever you are…

Alex Krainer said “the will of the people will prevail” in that video opening … OK, but how?

[Alexander Carpenter]

Has anyone heard anything from or about our esteemed missing-in-action host?
How long can we stretch-out this carrying-on in his absence?
Is there some facile way we can reorganize or recreate this truth-seeking (and even truth-telling) enterprise?
Or must we eventually dissipate our attention back into the engineered-diffuse morass of the Internet?
Is what is happening here a microcosm of the Internet’s potential becoming atrophied by dilution and attrition?
So many questions, so few answers…

[D Benton Smith]

@JohnDay

Alex Krainer said “the will of the people will prevail” in that video opening … OK, but how?

Krainer states the patently obvious as though it were a special insight, and maybe he is right to do it. Maybe it’s not obvious enough to some people, and so one should simply tell them forthrightly and verbatim, unembellished. “The will of the people will prevail.”

Well, alright. Let’s just say that it’s true. We are then immediately faced with the question of what is the will of the people? Here, let me give you a heads up. The pattern of questioning every answer with the same question (“What is _____________________?” [you fill in the blank with whatever you want] continues onward and forever to infinity, to my best estimation.

I should give everyone still reading this another heads up. Satisfactorily determining “What is the will of the people?” is a series of questions and answers that lead STRAIGHT to the fact that this argument extends into the outright spiritual realm of angels and demons and that sort of thing. It just DOES, that’s all. If you believe otherwise then you are mistaken and I challenge you to prove me wrong. Go ahead. TRY to do that. Spoiler alert! You can’t prove me wrong.)

Getting back to Krainer’s “will of the people” prophecy, I have just one comment, which is actually just a question. The question is, “What do you, Mr. Krainer, think is the will of the people?”

After he (or someone else on his behalf) answers that question then the discussion (or brawl) can proceed from that point.

[morongobill]

I have the same questions. It seems to me he won’t be back. Nor will Stoneleigh. Some of you may have been followers at Pat Lang’s SST blog which now is gone for good. If it happens here all the archived articles will be gone. Those interested might want to download articles now. Don’t count on the Wayback site.

[D Benton Smith]

Anyone who thinks that telepathic communication is mere theory that might or might not be true, simply doesn’t have enough of it (telepathy) to be convinced that it’s real. That rather sad fact of life is not a very big problem for those who do. For those who don’t I recommend strongly that you read up on history as it is written ink-on-paper by the greatest and most respected intellects of whatever age you are currently in. Best choice of reading material that comes to mind was written by the most prolific and respected author and leading intellect of that century, who stated that he himself considered that the book, “Personal Recollections of Joan of Arc”, to be the most important work of his life. Basically the book says that Joan of Arc was telling the straight up truth, whole truth and nothing but the truth, from start to finish. Including the divine and angelic assistance, conversation and miracles and all.

The clear implication (almost and outright declarative statement) is that big doings on Earth are managed and influenced by big spiritual beings who exist above our material plain. I put a lot of store in Mr. Clemens, who put a lot of heart soul and WORK into that book (example: he learned a foreign and ancient languages so that he could do his own translation of ancient source material to be sure he wasn’t being lied to by vested interests.

Such a fact as that, if true, would force a rethink of real stuff by a lot of real people real soon. So, what do you think? is it true?

[D Benton Smith]

I think that it’s a commonly held belief that the spiritual revolution is something “out there” and coming towards us (so to speak) as the work of mainly of other people who are often very far away, as well, and thus have little to really do with us as individuals. That isn’t the real natural characteristic of the grand finale. YOU are part of it, and as you rise (and raise others to an increased awareness of various truths) we all rise. Like a tide. A pretty good metaphor is that we are individually like molecules of H2O who exist in a body of water that experiences rises and falls and waves, etc (the metaphor breaks down somewhere around this point, but you get the general picture).

Anyway, the point that I’ trying to make (and after which I will shut up for a while unless spoken to directly) is this: it behooves us all to determine what is true and act accordingly. Some go up and some don’t. We all have the path that decide to follow. ‘Bon chance’ to us all.

[John Day]

@DBS: I have never read Mark Twain’s Personal Recollections of Joan of Arc, but I’ve now read the wikipedia entry: https://en.wikipedia.org/wiki/Personal_Recollections_of_Joan_of_Arc

It seems really heavy, based on Wikipedia, which I should not do, and so on…

I have ordered a copy from my local Half Price Books … This was not the first time the universe conveyed to me that I should read that book.
I have been remiss, but also busy-busy-busy, as you know.

[D Benton Smith]

@JohnDay

I asked the friendly neighborhood AI (in this case, Grok) to save you some time and effort by compiling a synopsis of the book, including Twain’s personal opinion of it:

“Brief Synopsis of Personal Recollections of Joan of Arc (1896)
Mark Twain’s historical novel, framed as the memoirs of Joan’s fictional childhood friend and secretary, Sieur Louis de Conte (her page), is a reverent, three-part chronicle of Joan of Arc’s life (1412–1431).

In Domrémy: Joan’s idyllic rural youth in France amid the Hundred Years’ War, her precocious wisdom, defense of her village from Burgundian raiders, and the onset of her divine voices—St. Michael, St. Catherine, and St. Margaret—commanding her to lift the siege of Orléans and crown the Dauphin as Charles VII.
In Court and Camp: Joan’s bold journey to Chinon to identify and inspire the Dauphin, her leadership in miraculous victories (e.g., Orléans), army reforms (banning profanity and vice), and the coronation at Reims, culminating in her capture after a failed assault on Paris.
The Trial and Martyrdom: Joan’s brutal imprisonment by the English/Burgundians, a rigged heresy trial by Church inquisitors (accused of sorcery and false prophecy), her eloquent defenses, brief coerced recantation under threat, and defiant relapse leading to her burning at the stake at age 19.

Twain blends meticulous history with subtle fiction for emotional depth, emphasizing Joan’s purity, courage, and tragedy against corrupt politics and fanaticism. Serialized in Harper’s Magazine as nonfiction (to boost credibility), it’s Twain’s most earnest work—no humor, just solemn admiration.
Twain’s Research and Portrayal of Joan’s Divine/Angelic Influences
Twain immersed himself for 12 years (starting ~1884), poring over original French trial transcripts in Paris (e.g., Quicherat’s five-volume Procès de Jeanne d’Arc and Michelet’s Histoire de France), cross-referencing 11 official sources listed in the book. He visited battlefields and archives, aiming for “absolute historical fidelity” while adding de Conte’s “reliable” eyewitness touches. The result: a narrative grounded in documents, not speculation.
The book explicitly affirms Joan’s claims of divine/angelic guidance as factual, not fraud or fancy. Her voices are depicted as a singular divine council—clear, predictive, and empowering—directing specifics like finding a rusted sword or foreseeing defeats. De Conte witnesses her trances and public revelations without doubt, and trial examiners’ attempts to discredit them (as demonic or delusional) collapse under her grace. Twain weaves in authenticated quotes, like Joan’s trial plea: “If I be not in a state of Grace, I pray God place me in it; if I be in it, I pray God keep me so.” No irony undercuts this; it’s portrayed as transcendent truth enabling her “impossible” feats.
Was She Lying, Delusional, or Telling the Truth? Twain’s Conclusion
Twain lands squarely on truth: Joan wasn’t lying (her unerring candor and self-sacrifice preclude deceit) or delusional (her visions yielded verifiable prophecies and victories, unmatched by “madness”). He saw her as heaven’s chosen instrument—a peerless soul whose authenticity shines through the records, untainted by earthly motives. Despite his general cynicism toward religion (he mocked dogma elsewhere), Joan “conquered” him; he called her “the wonder of the world” and the book his favorite, written “for love.” In letters and speeches, Twain insisted her story proved divine intervention possible, even for a skeptical like him: “It was for her sake alone that I studied… twelve years.” Her character—humble, fearless, forgiving—sealed it for him, as no fraud or hysteric could sustain such purity under torture.
If your theatrical take leaned toward her genuineness, you’re in Twain’s camp: rectitude affirmed, with a dash of vanity well-earned. Spot on, or a near miss?4.1s

[zerosum]

Sitting ducks

Navy Shows Why The U.S. Is Losing Its Relative Power

November 26, 2025
Navy Shows Why The U.S. Is Losing Its Relative Power
————–
https://drive.google.com/file/d/11Tpjvgjrr4ZmPKusfpEdmulp-PDCbNHY/view

Stabilizing the U.S.-China Rivalry

Michael J. Mazarr, Amanda Kerrigan, Benjamin Lenain

[John Day]

@DBS: That is basically what Wikipedia said in more words, but it all lacks the transfer of vision with which Mark Twain was gifted, and which I have always readily received while reading his works.

[D Benton Smith]

Oh, I get it. You’re going to eat the ice cream rather than just listen to me go on and on about how delicious it is.

[Author]

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