OPERATION Z – DON’T INTERRUPT
https://sonar21.com/operation-z-dont-interrupt/
Ukraine Pins Hopes on U.S. Supplied HIMARS While Russia Marches On
https://sonar21.com/ukraine-pins-hopes-on-u-s-supplied-himars-while-russia-marches-on/
Larry C. Johnson | CEO and co-founder of BERG Associates, LLC, an international business-consulting firm with expertise combating terrorism and investigating money laundering, formerly Deputy Director in the U.S. State Department’s Office of Counter Terrorism (1989-1993, and CIA operations (1984-1989)
India Punchline
Ukraine peace talks in the cards?
MK. Bhadrakumar | retired diplomat with the Indian Foreign Service and former ambassador.
Ukraine peace talks in the cards?
MK. Bhadrakumar | retired diplomat with the Indian Foreign Service and former ambassador.
https://www.indianpunchline.com/ukraine-peace-talks-in-the-cards/
One World
Believe It Or Not, Tony Blair Has Some Decent Insight Into The Global Systemic Transition
Andrew Korybko, American geopolitical analyst and independent journalist based in Moscow, and member of the expert council for the Institute of Strategic Studies and Predictions at the People’s Friendship University of Russia
Asia Times
The latest evolution of Western power
Boaventura de Sousa Santos | emeritus professor of sociology at the University of Coimbra in Portugal
Moon of Alabama
The MoA Week In Review - (NOT Ukraine) OT 2022-111
RT — Question More (Russian state-sponsored media)
Iran says it’s capable of building nuclear bomb (but has not decided to do so)
https://www.rt.com/news/559136-iran-nuclear-bomb-capable/
Western arms stockpiles won’t sustain prolonged war in Ukraine – Pentagon supplier
Believe It Or Not, Tony Blair Has Some Decent Insight Into The Global Systemic Transition
Andrew Korybko, American geopolitical analyst and independent journalist based in Moscow, and member of the expert council for the Institute of Strategic Studies and Predictions at the People’s Friendship University of Russia
https://oneworld.press/?module=articles&action=view&id=3083
The latest evolution of Western power
Boaventura de Sousa Santos | emeritus professor of sociology at the University of Coimbra in Portugal
https://asiatimes.com/2022/07/the-latest-evolution-of-western-power/
The MoA Week In Review - (NOT Ukraine) OT 2022-111
https://www.moonofalabama.org/2022/07/the-moa-week-in-review-not-ukraine-ot-2022-111.html
Iran says it’s capable of building nuclear bomb (but has not decided to do so)
https://www.rt.com/news/559136-iran-nuclear-bomb-capable/
Western arms stockpiles won’t sustain prolonged war in Ukraine – Pentagon supplier
https://www.rt.com/news/559132-ukraine-western-arms-stockpiles/
9 comments:
As regards Iran, the US might accept Iran as a nuclear threshold state, but Israel won't. Iran is very good at driving a wedge between its enemies. In this 1-minute MEMRI video with English translation, Khamenei tells his audience that he limited the range of him missiles to 2,000 km despite the IRGC wanting to build them to a 4,000-5,000 km range. When questioned as to why, he doesn't answer.
A Google search shows that the distance from Iran to Israel is about 2,000 km. Iran wants to be a threat to Israel, but not a threat to Europe. This divides Israel and Europe.
Khamenei: I Limited the Range of Our Missiles to 2,000 KM Despite Requests to Increase the Range
And if the Republicans Win ?
https://www.heritage.org/search?contains=Iran
It is a war for real resources and the Republicans have been wanting Iran's real resources for years ?
These 6 seasonal inflection points of the 10 year.
Pivot ↓ #1 3rd week in Jan.
Pivot ↑ #2 mid Mar.
Pivot ↓ #3 May 5,
Pivot ↑ #4 mid Jun.
Pivot ↓ #5 July 21,
Pivot ↑ #6 2-3 week in Oct.
These are all driven by the Fed's "trading desk" operations.
July pivot if it is a biggy might give some relief for stocks. It could easily fool as a recovery. I'd be wary.
All leading indicators are saying 2023 for another correction.
If the leading indicators are right pivot 2, pivot 4 and pivot 6 in 2023 could be crucial. Pivot 4 being the most likely with the 12 month lag. All Will need to be monitored closely.
Still got to get through the double whammy of taxes in September this year and Pivot 6 of this year yet, a few weeks after taxes are collected.
Stan Druckenmiller
https://m.youtube.com/watch?v=-7sWLIybWnQ&t=2762s
So if it can get passed this October's pivot. Selling into rallies around pivot 2 if it doesn't then ,4 and if it doesn't then 6 in 2023 might work out.
Disclaimer: " Maybees aye, Maybees naw. " a fool and his money are easily parted.
:)
Trump broke the treaty with Iran, which made Washington and Jerusalem happy.
With the 6 seasonal 10 year inflection points in mind.
Bring up the SP500 chart from January to today 2022.
The turns in the chart happen in or around the months of the 10 year seasonality.
This is from Jan 18 at the start of the year.
https://seekingalpha.com/article/4480108-10-year-treasury-yield-likely-to-rise-further-kills-equities-in-short-term.
Built around the basics of this
https://seekingalpha.com/instablog/910351-robert-p-balan/5282397-reference-charts-of-seasonal-behavior-of-treasury-cash-balance-which-influences-yields-dxy
Oil
http://product.datastream.com/dscharting/gateway.aspx?guid=9613eff1-d144-4951-ad84-6a1365687113&date=20191031&action=REFRESH
And
https://static.seekingalpha.com/uploads/2019/12/2/910351-1575310840191487_origin.png
China currency weakening and now facing inward with big infrastructure project ?
Will have an effect ?
Was the China infrastructure announcement because The Gross Value Added metric of China industrial output (blue line in the chart above) often precedes the aggregated data on the Chinese PMI by at least a month, frequently by two. Knowing the increase or decrease of industrial output in nominal, CNY amount is tantamount to understanding the incremental change or changes that have taken place in Chinese industry at present relative to the month or two previously.
It is easy to keep a currency-adjusted ratio between the Gross Value Added and the actual PMI data, which informs the Chinese elites of forthcoming industry numbers that will not be available to the general market for another month or two.
Are China numbers going to be really bad ?
Disclaimer: " Maybees aye, Maybees naw. " a fool and his money are easily parted.
:)
Have the elites already seen the numbers ?
Are really bad due to the lockdown. Hence, bringing all spending plans and budgets forward by 6 months to start the big infrastructure splurge ?
Are you a wheeler-dealer, Foot?
Want to run with the big dogs?
No chance couldn't out run the sheep Peter.
Just find it all fascinating. Like to watch how it unfolds.
I like to watch dumpster fires, metaphorically speaking.
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