Chief Strategist @Dprivatinvestor. Author: The Collapse of Global Liberalism. Host of the Multipolarity podcast, @MultipolarPod.

Joined August 2021
It looks like the liberals are gearing up to launch a second Russiagate conspiracy after the midterms. I guess they’re so short on ideas that they need to revert back to their Boomer Psychodrama. Check out all the developments in this direction and why it’s a dud… 🔗👇
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French state finances now in terminal decline. The ECB may need to bail the country out soon. 🇫🇷🌩️
French 30yr yields are going absolutely PARABOLIC. They breached 5.59% today - the highest level since 2002. Yep, even during the Great Financial Crisis, yields were lower than they are today. The market is losing confidence in the French State.
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France is going to financially collapse. Then the real riots will start... 🇫🇷💥
Oh my…. This not good This very bad.
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Zelensky Soviet nostalgiapoasting was not on my bingo card. It's not really clear to me the guy has any conception of what he is even saying anymore... 🇺🇦
Zelensky: They called Ukraine the Soviet Union's forge of talent. There were so many scientists, engineers, universities, a huge intelligentsia. Many people who came from Ukraine went on to run various institutions and ministries in the Soviet Union. Ukraine was the intellectual part of the Soviet Union. Ukraine was always involved in rocket manufacturing. The biggest rocket manufacturing was here, nuclear weapons, which Ukraine handed over. A lot of things were made in Ukraine.
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Philip Pilkington retweeted
🛢️📈 Brent Crude climbs to $112, hitting its highest level since May.
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"Westerners who are interested in China are all liberals..." Me and @DusenburyDavid: 👀👀👀
The average Chinese person is more right wing than Le Pen on race and migration. Here we have a French socialist (OP is a Mélenchon voter) getting triggered by a CCP spokesman who said it is sad that France is 'turning into a third world country'. OP is a successful French entrepreneur and a huge Sinophile. It's funny to me how the group of Westerners who support China the most are liberals and socialists. When China is much more socially right wing than Europe's 'far right' politicians and much lower tax than Reagan and Trump. Western socialists who support China are like Democrats who moved to Florida during covid but kept on voting for Biden. They enjoy the fruits of conservatism but refuse to acknowledge nor support it. They don't realize a large part to the success of China is an ethnically homogeneous high IQ society where the leadership is almost entirely men. Socially very conservative and fiscally very low tax - the opposite of the likes of Mélenchon.
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Looks like someone gave the Iranian fuel air bomb technology...
🇮🇷 Iran's IRGC says it's getting ready to unveil a new weapon called the “father of all bombs.” What does it do? How powerful is it? Well, nobody knows. They haven't revealed any details yet. And the timing is hilarious. Just days ago, Trump hinted at using the U.S. “mother of all bombs,” a nearly 10-ton monster, against Iran's nuclear sites. What's next, the uncle of all bombs? 💀 Source: Anadolu Agency / Writer: Daniyal
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I keep telling you that they're going to revive Russiagate. But it should also be noted that this iteration will have basically no appeal to anyone beyond the Liberal Boomerocracy in DC. But that doesn't matter at this point because all US politics is a Boomer Psychodrama. 🇺🇸
Hillary Clinton: I continue to believe that Putin has things on Trump. I continue to believe that he is holding photos, videos, whatever it might be.
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Imagine being the editor of a major current affairs magazine and genuinely not understanding that the official European policy is that the war in Ukraine should not be allowed to end. A Confederacy of Dunces. 🇪🇺
Reporter: I think everyone would like the war in Ukraine to end. German AfD Leader Alice Weidel: Not our government, actually.
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How long before the hard austerity starts to bite in France? How long after that before the riots become the norm? 🇫🇷📉
BREAKING 🚨: France France's 10-Year Bond Yield jumps to highest level in more than 22 years 👀
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Russiagate 2.0 is almost here folks. Just in time for the midterms. Everything is falling apart - time to dial up the paranoia, blame everything on Putler and make things even worse by going to war with Russia. 🇪🇺🫡
Italy is investigating whether Russian agents helped fuel violent cost-of-living protests in Milan and other European cities. Officials suspect possible foreign coordination due to the scale and organization of the unrest, though no evidence has been confirmed. Source: Bloomberg
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The pressure in the AI sector couldn’t come at a worse time. These midterms look politically similar to 2018. Markets hated 2018! But on 2018 there were no structural problems as there were now - nor was WW3 on the horizon as it is now.
You can see the pressure building in the CDS market. Insuring hyperscalers is now very expensive. At the same time, multiples are contracting. The sector is finally coming under pressure.
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You can see the pressure building in the CDS market. Insuring hyperscalers is now very expensive. At the same time, multiples are contracting. The sector is finally coming under pressure.
Markets are becoming frightened by AI Capex. The whole dog and pony show in the stock market runs on Capex, too little and it collapses. But now cash flow is turning negative and investors are also scared of too much. I doubt there is a “just right” balance here. 📉
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Markets are becoming frightened by AI Capex. The whole dog and pony show in the stock market runs on Capex, too little and it collapses. But now cash flow is turning negative and investors are also scared of too much. I doubt there is a “just right” balance here. 📉
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This is what happened in Ireland when the fuel briefly ran out. The shortages are starting to show up across Europe - and with them, the chaos. 🛢️❌
🇮🇹 Southern Italy is grinding to a halt Truckers have been blocking roads for weeks because fuel has become too expensive, and now the A1 motorway is jammed, supermarkets are running low and some gas stations have no fuel left. These are the people who keep the country stocked, and right now they're saying they can't afford to keep going. Rome can't ignore this much longer 👀 Writer: Daniyal
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Here we go folks. Russia did the riots. Next, the US midterms. Then, Russiagate 2.0. This is getting completely desperate now. They’re just replaying the tape as the continent collapses. 🇪🇺📉
According to security officials, pro-Russian and far-right social media accounts linked to previous disinformation campaigns have spread violent videos in an attempt to sow more chaos ft.trib.al/t4nxjpO
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Merz admits he doesn’t care about the German economy. Of course he doesn’t. He’s an American-backed asset stripper who was promoted through the ranks to destroy Germany as an economic competitor to the US. 🇺🇸🇩🇪
BREAKING NIUS: Der nächste absolut verheerende Satz von Bundeskanzler Friedrich Merz: "Meine größte Sorge ist NICHT unsere Wirtschaft. Meine größte Sorge ist die Auswirkung, die Russland auf unsere Gesellschaft hat."
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I can't believe that people are still defending @Kpler. For the record, educated people stopped believing their data when they switched methodology to satellite shadow fleet tracking - i.e. "trust me bro" methodology. The company destroyed its credibility doing this.
Replying to @philippilk @Kpler
So let me get this straight for six months when it published data having the lowest recorded oil shipments in history, you believed it, but now when it publishes an increase, it’s no longer valid data
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Fico can see that Europe is on the brink of collapse. Time to hedge his bets. 🇸🇰
Slovakia will resume cooperation talks with Russia in Moscow on October 26, the first since Russia's 2022 invasion of Ukraine. Discussions will focus on oil, gas, nuclear energy and economic cooperation, despite EU plans to end Russian gas imports by late 2027. Source: Reuters
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