Germany and Russia Should Merge
Reminder: WW1 and WW2 were about keeping Russia and Germany apart and Germany down. All else is fluff. No one is to be allowed to challenge Anglo Banking. Their message has always been: "Be assimilated or die".
Maybe future generations of Germans will understand the colossal gift their government threw away with disregarding Russian President Vladimir Putin.
A Russian leader who lived in Dresden for years, speaks German, whose daughter was born in Saxony, and who repeatedly offered… pic.twitter.com/wUweyQYYfH
— Richard (@ricwe123) September 12, 2026
Tavi Costa: Silver miners are now producing four times more free cash flow than they did at their last peak
A reminder: Silver miners are now producing four times more free cash flow than they did at their last peak.

Investing Like a Tracker – Abandoned Boats
I remember circa 2009 all the abandoned boats. Boats washing up in swamps etc.
Over 100 abandoned boats in Marina del Rey, if you’re wondering how the economy is doing pic.twitter.com/7GmiFkJs7X
— Jim Garrison Keillor (@books_rum) September 12, 2026
Saudi Blames it on Iraq to avoid giving credit to Yemenis
| 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. |
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…— Macro Liquidity by Sunil Reddy (@Macrobysunil) September 10, 2026
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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:
It becomes a full cross-asset stress event.
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. |
Bond Market has a BM Move-ment
- Youtube: Steve Van Metre: HOLY SH*T! The Bond Market Just Broke
- TLT This past week – it went sideways until Thursday

GDXJ Rebalance on September 11 2026
Scotiabank is estimating 41 new additions and 2 deletions to the upcoming $GDXJ rebalance. This would be the highest number of additions since 2010. The rebalance will be announced after market close on September 11 and will be effective after market close on September 18. pic.twitter.com/5Pthhc5mlL
— High Grade πβππ₯πΊπΈπ¨π¦ (@EconomicAlpha) September 7, 2026
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!".

