Fire Hydrant of Freedom

Important read
https://themarket.ch/interview/russell-napier-the-world-will-experience-a-capex-boom-ld.7606

Interesting analysis by Col (was a Trump appointee)

https://youtu.be/1u519OI7pPM

With the appointment of Surovikin as the General for the Ukr war, I expect some Russian victories, Surovikin is known to be brutal, gets things done and is not very particular about following Queensberry rules.

Looks like NS2, still has a 50 % functioning pipeline.

https://www.zerohedge.com/geopolitical/escobar-nord-stream-2-offers-germany-date-destiny

https://nypost.com/2022/10/07/us-buys-290m-in-anti-radiation-drugs-amid-nuke-fears/

it is NOT an "anti radiation" drug

I believes it is used to stimulate platelet production to reduce bleeding

not clear to me if it would even work after radiation exposure

Radiation kills the platelets..this will stimulate platelet production.

Re: Nepal and Chinese attempts to woo them, India has a special relationship with Nepal. While the article talked about Lumbini the birthplace of Buddha being in Nepal, there is another relationship, God Ram (one of the main God's of Hinduism), his wife Sita was from Nepal. There are many other temples etc related to hinduism in nepal. Nepalese are allowed to work in India, without visas, India also takes the Gorkhas from Nepal into the Indian army. The top Indian army General also has a corresponding title in the Nepalese army and vice-versa. Its very difficult for the Chinese to break into this arrangement, though corrupt politicians ofcourse have to be discounted. The relationship is described as Roti-Beti, which is hard to translate, but essentially its a marriage where the bride is from nepal, who provides the food to the family (husband).

This is a very interesting read, what Russia may be planning.

https://www.zerohedge.com/geopolitical/war-has-just-begun

And the west may be running out of ammo
https://www.cnbc.com/2022/09/28/the-us-and-europe-are-running-out-of-weapons-to-send-to-ukraine.html

Annexation of 4 Russian speaking Uki states complete. Now, they will be fighting Russia. Assuming that the NS-1/2 pipelines were not blown up by Russia, stronger retaliation is coming.

https://www.foxnews.com/world/putin-losing-war-ukraine-forcing-annexation-referendum-secure-political-victory-keane-says?fbclid=IwAR3VGK1D8NF4D8wcyDs7xOJXkYb0B8iuYmdnL1ZoCByml2t8Ns95GyB0B0s

What if Putin were to nuke Odessa as response to Ukes going to retake Donbas, which he is now about to assert IS part of Russia?

Odessa is mostly Russian speaking...he has designs on it, nuking it would not make sense. Perhaps some part of Ukr with few Russians, or some part of Ukr closer to Europe.

Latest rumor

Caitlyn Long has been involved in setting up digital banking in WY.
https://www.forbes.com/sites/caitlinlong/2022/09/23/banks-are-about-to-face-the-same-tsunami-that-hit-telecom-twenty-years-ago/?sh=73008ffe7a7a

Does the Kharkiv withdrawal make sense now...Ukrainians were jubilant, that Russia was losing...

Putin will hold a referendum in Donbass etc, they will become Russian Territory. Any future fight by Ukr will therefore be against the Russian federation. That will allow Putin to use more force and perhaps even partially mobilize.

Kalifornians in TX
https://youtu.be/HlDWzN6TW5Y

Quote from: Crafty_Dog on September 15, 2022, 08:26:46 AM

Silver is now below $20 and Gold is now below $1700.  Both of them moving down during the rising inflation of the past year is not what I would expect to see.

Yes, and previously, Bitcoin has not held up as the new gold - hedge against inflation. 

Also I would add real estate is not poised to hold up against new inflation, because it is overpriced already and
the interest rate hikes (in reaction to high inflation) and resulting economic decline and real wage decreases are bound to bring it down.

We are screwed.

This gets solved only at the ballot box.  Vote out these people and these policies.  Or if a fair and free election cannot be held, then only a more aggressive approach that cannot be mentioned on open internet is left.

The current state of BTC suggests, its a hedge against  Fed QE, and not directly an inflation hedge. In the long run QE will continue and hence BTC will always go up. We have to wait for the USD to start coming down and QT to end.

BTC hash rate keeps going up, price has been down. At some point this will correct.

https://www.project-syndicate.org/commentary/biden-embraces-pakistan-terrorist-ties-by-brahma-chellaney-2022-09?

Well, it was a very mild rebuke, if at all. Below you can hear the actual video of Putin (in english) speaking to Modi, and Modi in hindi (no translation offered).
https://youtu.be/_aEzYTtPjKQ

"Putin is certainly aware that the internal front is under some pressure. He refuses even partial mobilization. A perfect indicator of what may happen in winter is the referenda in liberated territories. The limit date is November 4 – the Day of National Unity, a commemoration introduced in 2004 to replace the celebration of the October revolution (it already existed in imperial times).

With the accession of these territories to Russia, any Ukrainian counter-offensive would qualify as an act of war against regions incorporated into the Russian Federation. Everyone knows what that means."

https://www.zerohedge.com/geopolitical/escobar-kharkov-game-changer

Is Russia losing ?
Stoltenberg admitted that there has been “no sign” that Putin or Moscow is giving up its objectives in Ukraine. He keeps insisting that Russia’s ultimate goal in the conflict is “taking control of Ukraine.” He knows that is not true and perhaps is begging Putin to adopt that goal. If that were true, Putin should do as the USA did in Iraq – (1) take down the power grid, (2) take down the communications, (3) attack the water supply, and (4) attack the food supply.


https://www.armstrongeconomics.com/international-news/russia/is-russia-losing/

The above scenario seems to be playing out ?. Power grid, dams, food supply.....

YA:

What did you make of the Zeihan clip above?

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https://www.msn.com/en-us/news/world/russian-front-line-in-kharkiv-collapses-in-major-victory-for-ukraine/ar-AA11FTVd?ocid=msedgntp&cvid=03b824e7e3cc424892959e9bd56fc246

Occam's razor says that Russian forces are spread thin and they have regrouped to where they have more ethnic Russians in the population. It is difficult to defend a frontline stretching thousands of miles from Kharkiv to Kherson, which are at the extreme ends of the front line. Russia just does not have a large enough army.  My guess is they will focus on acquiring depth as opposed to breadth. It would be the wrong conclusion that Russia is falling apart, or that they cannot manufacture artillery shells and rockets in quantity. Russian weapons are much cheaper than western ones, and while these weapons may not have all the bells and whistles that American weapons have, they kill effectively, especially when used in large quantities.

But  that could lead to a potential blockade of any China traffic thro the Malacca Straights. If I was She Gin Ping, to make it worth the risk, I would invade Taiwan and bear the consequences. In a few years the blockade will be lifted and we get back to business. China is too big to sanction forever. That will be his calculation, same as Putin's wrt Ukraine. The future markets are in Asia and Africa. Dont think the Dragon-Bear thinks they have a long term future with the west.

Something odd going on in Ukr. They are capturing lots of territory near kharkiv, with minimal Russian pushback. Almost as if no one is defending those areas.

Important news, India-China pull back from point of contact. This is huge news. After 2 years of a tough Indian stance, both sides have agreed to essentially go back to their original positions and dismantle new structures. The Chinese realized the futility of their stance, which I can say they very rarely do, unless forced. The interesting question is why now ?.
- Taiwan  in the works ?
- Just as the US tried to drive a wedge between Russia and China and draw Russia to the west, could the Chinese be interested to draw India into the Dragon-Bear relationship and drive a wedge with the USA ?.
- Modi is planning to meet Xi quite soon