Coal for Christmas – China’s Supply Chain in Crisis

Human Terrain: https://fortisanalysis.substack.com/p/coal-for-christmas In mid-April 2021, I began receiving reports from sources in China and the United States that certain regions in China had begun to experience ongoing power disruptions at their warehouses and manufacturing facilities. Most notable of these was in south China’s Guangdong megaregion, where in June operations at the Taishan Nuclear PowerContinue reading “Coal for Christmas – China’s Supply Chain in Crisis”

Blackouts in the Red Ponzi

Container Shipping’s Latest Shock: Blackouts in China The Loadstar Factories in at least ten Chinese provinces have either cut output or closed temporarily this month, after government-imposed power cuts to curb carbon emissions. By Friday, at least 10 publicly listed companies told the Shanghai and Shenzhen stock exchanges their factory output had been hit byContinue reading “Blackouts in the Red Ponzi”

The Sussmann Indictment Reads Like Overts Acts In Furtherance of a Conspiracy – Because That’s What It Is.

ShipwreckedCrew: https://shipwreckedcrew.substack.com/p/the-sussmann-indictment-reads-like The Sussmann Indictment Reads Like Overts Acts In Furtherance of a Conspiracy – Because That’s What It Is. It does not take 27 pages to allege a “false statement” charge — but it does if you are alleging a conspiracy to create false documents to influence a federal investigation. What to make ofContinue reading “The Sussmann Indictment Reads Like Overts Acts In Furtherance of a Conspiracy – Because That’s What It Is.”

Biden’s STASI: Department of Homeland Security

With a sexual predator as the Sock Puppet president, it follows that psychopathic policies will mount. ICE has been transformed into a “customer service” agent for invasion along the southern border it used to protect and facilitator for the 10X increase in opioid traffic. The US military’s mission has gone from protecting the nation fromContinue reading “Biden’s STASI: Department of Homeland Security”

“It is amazing how complete is the delusion that beauty is goodness.” – Leo Tolstoy

I enjoy reading Matt Taibbi because he writes so well. But he continues to suffer from delusion. Here is Matt working his way to reality. Even if you know better, Matt’s voyage of discovery is instructive. Even if you drank the Kool Aid, you can still figure it out. Even Matt. https://taibbi.substack.com/p/the-vanishing-legacy-of-barack-obama The Vanishing LegacyContinue reading ““It is amazing how complete is the delusion that beauty is goodness.” – Leo Tolstoy”

Gaslighting: The Psychology of Shaping Another’s Reality

Cynthia Chung, The Vineyard of the Saker: http://thesaker.is/gaslighting-the-psychology-of-shaping-anothers-reality/ “But I don’t want to go among mad people,” Alice remarked.“Oh, you can’t help that,” said the Cat: “we’re all mad here. I’m mad. You’re mad.”“How do you know I’m mad?” said Alice.“You must be,” said the Cat, “or you wouldn’t have come here.” Lewis Carroll, “Alice’sContinue reading “Gaslighting: The Psychology of Shaping Another’s Reality”

Peak Red Ponzi?

If so, now what? If there is a “one and only one” place to go to understand macro-markets, it is Jeffrey Snider of Alhambra Investments. Jeffrey’s EuroUniversity series should be a masters program for anyone in or into the markets. Read each post several times to lock it in. Jeffrey’s pitch today – the RedContinue reading “Peak Red Ponzi?”

Reverse Repo Madness

Is this the work of a serious artist? And here’s Tyler showing you what’s ahead: https://www.zerohedge.com/markets/25-trillion-reverse-repo-year-end RRP volume is quickly approaching $1 trillion a day, with today’s reverse repo usage hitting the second highest on record at $987.3 billion and just shy of $1 trillion. And with QE still running at $120 billion a month,Continue reading “Reverse Repo Madness”

Creating the Ukrainian Slush Fund in the Nordstream-2 Deal on Behalf of the American Political Class and Their Cronies

$175 million “seed money” for a $1 billion fund for “Green Energy” (hilarious). And where does the $1 billion come from? Care to guess? Ви вмієте говорити українською? Якщо ви можете, тоді ви знаєте, хто буде платити. https://odysee.com/@theduran:e/merkel-makes-germany-look-weak.-sets-up:f Hunter Biden – drop the art deals and call your office STAT!

Die Deutschen brauchen das Gas. Or, if you prefer …Немцам нужен газ

Here’s Tom Luongo spelling out the obvious: https://tomluongo.me/2021/07/24/nordstream-2s-hard-lesson-in-reality-for-everyone/ Nordstream 2’s Hard Lesson in Reality for Everyone For more than six years everyone who is anyone in a politically sensitive position in Europe and the U.S. has wrung their hands over the Nordstream 2 pipeline. From the moment it was announced the howls of pain couldContinue reading “Die Deutschen brauchen das Gas. Or, if you prefer …Немцам нужен газ”