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Saudi Blames it on Iraq to avoid giving credit to Yemenis

@donaldgorbachev

The five-second epistemology of the drones didn’t come from Iraq, stupid. The drones came from Iraq, says the Foreign Ministry. Yemen said they were Yemen's. On Thursday. Before anyone asked. A Shahed flies two thousand kilometres one way and does not need a ticket home. Riyadh is nine hundred from Saada. Madinah is a little more. The pumping stations were never out of range. They were out of the story. So the kingdom picked Iraq. Iraq is the enemy you can afford. You can name it, condemn it, receive a phone call from its prime minister, and choose not to respond at this stage. The statement does all four in three paragraphs. Yemen is the enemy you cannot name. Naming Yemen means the war in the south has reached the house. Naming Yemen means the people who took three brigades and the island are the same people who turned off the oil. Naming Yemen means saying the sentence: we are losing to the Shia on our own peninsula. So the drones came from Iraq. And even against Iraq, the kingdom has chosen not to respond at this stage. Read that twice. The Foreign Ministry invented an enemy it could fight, and then announced it would not fight it. That is not deterrence. That is a man choosing the burglar he would prefer to have been robbed by. A Soviet joke: "Comrade, who bombed the pipeline?" "Iraq." "And what will we do to Iraq?" "Nothing. They asked us not to." "And the ones who actually bombed it?" "Those we do not discuss." The petrodollar was oil out, Treasuries in. Bertrand has the inversion: no oil out, so Treasuries out to cover the hole. The recycling runs backwards. The kingdom sells America to pay for America's war. Nicholas also had a preferred enemy in the last winter. It was the Germans. It was never the bread.

 

 

By Idi Admin, ago

Is the crude oil spike about to crush markets the same way the COVID shock did?

 

Is the crude oil spike about to crush markets the same way the COVID shock did? This is what you should track. Oil alone won’t tell you when the real liquidation starts. Watch the confirmation signals:

  • Credit spreads widen → track JNK/SHY.
  • Equity volatility rises → VIX starts breaking higher while equities fall.
  • Gold/Silver ratio rises → defensive positioning begins.
  • Copper falls → the growth proxy starts pricing demand destruction.
  • Bond yields explode higher → inflation shock starts attacking duration and liquidity. If all of these begin happening together while crude keeps pushing higher, then this is no longer just an oil rally.

It becomes a full cross-asset stress event.

  • Oil ↑
  • Credit stress ↑
  • VIX ↑
  • Gold/Silver ↑
  • Copper ↓
  • Yields ↑

When that sequence starts confirming together, you could be looking at the beginning of a full market meltdown. That is the setup I’m tracking very closely now.

By Idi Admin, ago

GDXJ Rebalance on September 11 2026

 

By Idi Admin, ago

When Something Matters Until It Does Not

Then came the datacenters where they say if China dominates nothing else will matter. The U.S. will lose "The Ring of Power".   After hearing about the obvious scam called Global Warming for 3 decades incessantly suddenly no one talks about it.   We need to use infinite amounts of electricity to build AI data centers to maintain the Imperial U.S.    So one day to the next  global warming was not spoken of again much. 

Smeegol says "My Precious!".  

By Idi Admin, ago

Clem Claims: Nuclear Stocks Just Got the Signal I Was Waiting For

https://www.youtube.com/watch?v=MEblEkCmpVY

Both Rep & Dems work for the same back office.

Summary:

This video by Clem Chambers discusses the strategic importance of energy in the ongoing competition between the United States and China. Chambers argues that "energy is destiny" and highlights that America must aggressively pursue energy production, specifically nuclear power, to re-industrialize and support advancements in Artificial Intelligence (0:21-2:45).

Key takeaways include:

  • Bipartisan Support for Nuclear: The central news is that six nuclear energy bills recently passed through a key House committee with a unanimous vote—45 to 0—with both Republicans and Democrats voting in favor (4:06-5:17).
  • Investment Implications: Chambers suggests that this bipartisan consensus effectively removes a major political risk for the nuclear and uranium markets, indicating that regardless of which party controls the government, the push for energy expansion will continue (5:20-7:12).
  • Global Competitive Context: He warns that America currently lags in energy capacity compared to China and must prioritize large-scale energy projects to maintain its global standing (0:52-1:50).
By Idi Admin, ago

Putin to Europe: As If! Not interested

 

“We don’t want to attack you! Why would we? That era is long gone! Anyone who still has their wits about them and knows how to think understands that. 1) You already have a national debt of 2,500 billion euros, and no serious economist knows how you plan to pay it back. (Alice Weidel declares her country bankrupt.) And now, you want to borrow another 1,000 billion to arm yourselves against us. 2) Your country is teeming with millions of migrants who cost you 50 billion euros a year. 3) A considerable portion of your population is so deranged that they believe they can influence the climate by biking and eating insects. 4) Your education system was once exemplary. Today, in many classrooms, there is virtually no teaching anymore because almost no one speaks German. 5) Your infrastructure is falling into ruin and you can’t keep up with the repairs. 6) Your railways were once the pride of the entire world. Today, your trains run like they do in India. 7) We don’t need your famous engineers. During the sanctions, we learned that we could do without them. But if we ultimately needed them, we would turn to China. There, they are not only cheaper, but also better. 8) You possess neither raw materials nor energy sources. So, why should we conquer your country? To solve problems that we wouldn’t even have otherwise? Let’s be realistic: even if you called us, if you surrendered and raised the white flag, we still wouldn’t come!”
By Idi Admin, ago

Argentina Encouraged to take Falklands

https://x.com/itamarbengvir/status/2097066139041845310

It's time for the State of Israel to publicly recognize that the Malvinas Islands are Argentine territory under occupation, which the British violently steal from the Argentine people. The British are not content with merely occupying the territory; they also carry out oil drilling there and steal the money from the Argentine people. I call upon Prime Minister Benjamin Netanyahu to recognize Argentina's sovereignty over the Malvinas Islands and to impose sanctions on Great Britain as long as the occupation continues.
By Idi Admin, ago