…not:

That’s what it looks like when idiots try to pursue an ill-conceived ideological agenda and they aren’t even able to do simple logistics. And those are the people who would teach us moral virtue, brow-beat us for disobedience, and wage war with Russia and China.

The problem with these idiots is that they “trust their feelings” about “what is right” instead of doing the math, like, we want electric cars, let’s see if it’s doable. How long does the battery last, how frequently do you need to charge it and for how long, where do you need the charging stations and how many, how much electricity can you pull through the existing installations and is it enough for charging electric cars, what do you need to upgrade, and is there enough electricity in the grid to support this additional load?

The same idiots sanctioned Russian gas and oil for “moral reasons” (because waging a war against a Nazi puppet-state of your strategic enemy who is developing bio-weapons there, specifically designed to preferentially kill Russians and have “plausible deniability” about the source, -> oh they must have eaten bats, those crazy primitive Russians; waging war against them is incredibly immoral and everybody should do something to support the Nazi puppets, because that’s the right thing to do, because those who attack are always in the wrong and that’s why we all supported Saddam… oh wait), the Americans told them they’ll provide them with the “freedom gas”, it’s going to cost a bit more but that’s the price of freedom, and what did I say, I said there isn’t any American gas, it exists only in the PowerPoint presentations. Guess what happened, there actually isn’t any American gas, Europe is going to have a very cold winter and its industry is going to die, and even more importantly, its agriculture is going to die and then everybody is going to starve to death, and it’s all a part of someone’s plan because the goal is to kill you all because you’re bad for the environment.

Basically, the people who plan to kill us all because we are bad for the environment are the same people who are too stupid to install chargers for the electric cars because they just suck at planning and doing basic logistical math.

Yeah, but by all means, trust them with all your lives because they mean well and they know what’s right. It doesn’t matter that they are stupid and can’t organize a public toilet properly; what matters is that their hearts are in the right place. 🙂

I haven’t been writing much because of several reasons; first, it’s quite obvious that things are proceeding according to the patterns I explained before, and I have nothing new to add, for the most part. Second, I’m actually trying to avoid watching the news all day because it’s toxic; it keeps me at a heightened stress level and I can’t keep this up indefinitely, so I take breaks whenever it’s possible.

As I see things, the situation in Ukraine will soon reach a point where the entire Ukrainian state will completely collapse; its actual functioning army has held for so long because it was utilizing the static fortifications they built over the years in the occupied parts of Donbass, which made it very hard for the Russians to advance unless they were willing to either accept great casualties on their side, or use weapons of mass destruction against the enemy, and they decided against both. However, when those fortifications fall, and the Ukrainians lose the majority of the fighting force because all of their viable army is currently holding those positions, there’s nothing that can really stop Russia’s westward advance. When Kramatorsk falls, it’s game over for Ukraine.

In order to prevent the imminent collapse of Ukraine, America prodded Lithuania, which in this picture resembles that little snarky critter that protrudes from Jabba the Hutt’s slimy arsehole, to blockade Kaliningrad and provoke Russia into opening a new front there in order to protect their assets. The Russians are taking their sweet time formulating a response, which means they understand the situation perfectly, and are designing a response that will improve their strategic position.

The G7 made another fantastically stupid move by blocking Russia’s gold exports. The idea is to reduce Russia’s ability to liquidate their gold holdings when they need cash. What the G7 idiots don’t understand is that Russia doesn’t need liquidity; they are functioning at a large surplus for the last decade or something, and using this surplus to buy more gold, so access to an international credit line or ability to sell assets for cash don’t actually mean anything to them; if anything, they have a surplus of foreign currency already, and their foreign trade is increasingly migrating towards non-Western directions, and the clearing is performed in non-Western currencies. This means that the Russian state/central bank will be able to buy more gold at subsidised prices, because that’s where the surplus will go, and the gold producers will be unable to sell gold to G7 countries, and/or for G7 currencies. As a result, Russia will have even greater gold reserves, and introducing a gold-standard for the Ruble will start looking like a really good idea. Also, this will reduce the amount of physical gold available on the G7 markets, putting increasing strain on the paper market, and making it very tempting for someone with lots of resources to attempt a short squeeze against it. I would read this as “China” and “US bonds”. All kinds of shit will hit the fan if events start following this course, because flooding the market with US bonds and draining all the physical gold from the Western markets is absolutely the last thing America and Britain would want.

Crypto currencies are doing what is expected of balloons in a cactus field, but that’s expected by all but the most hardened cryptins (from “crypto” and “cretin”, if it’s not obvious enough). Psychologically, the collapse of all those unbacked “assets” and derivatives is necessary for re-establishing the economy of sound assets, which means that shares of companies that make money and pay dividends are worth more, and things that are actually more important for survival are worth more. Crazy, right? The problem is, once things start going that way, the G7 economies will start figuring out that “G” stands not for “great” but for “gowno”, pardon my Polish.

Also, the governments had a splendid idea of trying to avoid inflation by refusing to raise salaries. That’s an incredibly stupid idea because this will produce an instant public revolt when people who can’t afford food simply dispense with the entire political class, by hanging them all at the lamp posts, and, likely, at all those surveillance cameras they installed lately.

There are several issues I want to bring up.

Scott Ritter suddenly changed his narrative from “Ukraine is losing the war and no amount of help from the West can change that” to “Ukraine needs to hold on until the NATO trains their replacement army which is in the process right now, they just need to hold on until help arrives”. This honestly sounds like Hitler’s propaganda in 1945 – we need to hold on until the miracle weapons arrive and then we’ll revert all our losses and achieve final victory. Yeah right. Basically, I agree with Gonzalo Lira that the guy sounds as if someone gave him an offer he couldn’t refuse and he traded his reputation for mainstream acceptance. Someone from the CIA probably approached him and gave him a “are you with us or against us” offer. Basically, I would treat him as an outright CIA asset at this point.

As for the argument itself, it exists only within the Western disinformation thoughtspace; the idea that the purpose of Ukrainians is to keep dying, spending old Western weapons and laundering American freshly printed money in order to strategically weaken Russia is American idea and nobody with an independent thought in their head thinks that is a good plan, especially since the time-curve is that Russia is getting stronger and everybody else is about to have a crashing economy, mass starvation, fuel shortages and popular uprisings. Basically, it’s the Russians who have to keep the fire going and the West is going to end up in the post-Soviet 1990s. The most viable part of the Ukrainian army is being mopped up as we speak and there won’t be any of it left in the following weeks. After that, the Russians will deal with Kharkov and Odessa, probably offering them terms for surrender, because it would be either that or repeat Mariupol. What I actually expect to happen is an American intervention that would attempt to broaden the conflict significantly in order to complicate things for the Russians.

Another complication for the Russians is the fact that it might actually be immoral for them to perform tactical withdrawals from the territory they hold, because the Ukrops have shown a propensity for “cleaning up the traitors” at such areas, as shown in Bucha; basically, they execute all the civilians who in any way “collaborated with the enemy”.

Anything the Russians hold, they must hold perpetually in order to protect the populace from the Ukrainian fascists. This is not easily reconcilable with the requirement of having the least possible number of troops deployed. Also, they might soon have tens of thousands of prisoners of war, and those will be the real hardened Nazis like the ones from Mariupol, not the common soldiers whom they might interrogate and let go. It’s a serious logistical problem since they are unlikely to kill them outright, and they can’t really let them go either.

That insane thing about the American abortion law, and the instant pro-abortion protests everywhere looks very much like a psy-op, and a very weird one, because it looks as if some AI running simulations recommended introducing additional intra-societal conflict in order to keep the populace in a certain psychological state it deems desirable. The entire thing is very weird and looks very much as if someone were tweaking variables. Also, the story about the next virus out there, the monkey pox, looks actually counterproductive. I’m having a weirdness overload from some of the things I’m finding in Western press, and it goes further than just common war propaganda; it looks artificial, synthetic, like something that uses principles devised by human psychologists but turned into society-control widgets tweaked by computers. Basically, it looks like the smart humans created a complex AI system and filled it with data, the system is saying what needs to be tweaked, and then the orders are given to the moronic humans who work in the politics, NGOs and the press to create artificial issues or aggravate existing but unsolved ones. This might actually be very close to the root of the problem.

The financial system is in a state of flux preceding a major crash and is conforming to the predictions postulated by the “Dollar milkshake theory“. The cryptocurrencies showed that they are only an extension of the stock market’s high-volatility, high-risk asset pool and not a new financial system, they are as restrictive as the fiat currencies and have by all standards failed. The precious metals are behaving more-less according to expectations for the rising-dollar phase of the crash, and according to my feeling for these things, the last train for getting out of the financial bubble was the end of 2021; now it’s already late in the game because if you were in the stocks and crypto, you already suffered huge losses, and if you were in fiat currency, the metals are now more expensive but still a good idea to get in while they are still available in retail, which might not last long; also, in the later phases of the Dollar collapse when everybody attempts to get into gold, the prices will skyrocket in the Bitcoin-like manner, and availability will be severely curtailed, because the governments will suck up all the 400oz bars in attempts to shore up their currencies, which will make it hard for retail product manufacturers to make coins and smaller bars. If you have confidence in “cloud gold”, basically “gold in someone else’s safe”, you haven’t been paying attention to what’s been happening to those who held gold “in the cloud”. America and the UK will outright confiscate other countries’ gold, and countries will outright confiscate private citizens’ gold with some lame excuse.

So, the US Dollar will be the last of the Western currencies to go down the drain, but I would recommend against going into the Dollar to save yourself, despite the fact that it might look very profitable in the short term, because it might be hard/impossible to get out of it, and you’ll end up with lots of numbers on the screen, unless you’re incredibly lucky and play it exceedingly well, and ride the wave of the “Dollar milkshake” by first going from other fiat currencies to the Dollar, exploit the growth of Dollar, and then manage to get out of it and into physical assets while they are relatively undervalued. However, I think it might not introduce benefits compared to what you would obtain by going straight into physical assets immediately, but it does contain significant additional risks, such as timing the things wrongly and being unable to get out, or only being able to purchase gold at exorbitant prices and incurring huge losses. I stand by my old recommendation of keeping only as much fiat currency as you need for monthly liquidity, and putting everything else into precious metals, and staging it in both physical and “cloud” storage so that you retain the flexibility of remotely allocated gold/silver for liquidity purposes.