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".   

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.

 

 

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.

GDXJ Rebalance on September 11 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!".