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🇺🇸 🇷🇺 🇺🇦 Pence warns U.S. troops may have to fight Russia if Ukraine loses war Former Vice President Mike Pence this week warned that Russia will likely encroach on NATO territory and trigger an American military response should it succeed in its efforts…
🇺🇸 🇺🇦 🇷🇺 Excerpts from the US Army's War College Lessons from Ukraine paper
/CIG/ Telegram | Counter Intelligence Global
🇺🇸 "Defaults on just about every form of consumer credit, from auto loans to credit cards, has reached a 10 year high. Coupled with inflation still running hot... well, let's just say this is going to make for one interesting Christmas season especially since…
🛢 🇸🇦 🇷🇺 Energy prices driving US CPI higher. Saudis and Russians determined to drive energy prices up higher, targeting oil at $100. Strategic petroleum reserve at its lowest level since 1983. And its an election year.
📎 Philip Pilkington
📎 Philip Pilkington
/CIG/ Telegram | Counter Intelligence Global
🛢 🇺🇸 💵 In October 2021, oil prices crossed above $85 for the first time since 2014. Today, oil prices are back above $85 and quickly approaching $90. However, the difference is that the US Strategic Petroleum Reserves (SPR) can no longer save the day. In…
🛢 🇺🇸 🇸🇦 Bloomberg starting to wake up to how bad the energy situation without the Saudis on side.
📝 "These charts show total crude oil inventories in the US and remaining invetory in the Strategic Petroleum Reserves (SPR).
Reserves have fallen in a straight line lower since 2021.
There are now ~760 million barrels remaining in the US with just ~350 million in the SPR.
BOTH of these numbers are at their lowest since 1983.
However, we have a record low of ~45 days of supply remaining in the US.
What happened to refilling the reserves?" - Kobeissi Letter
📎 Philip Pilkington
📝 "These charts show total crude oil inventories in the US and remaining invetory in the Strategic Petroleum Reserves (SPR).
Reserves have fallen in a straight line lower since 2021.
There are now ~760 million barrels remaining in the US with just ~350 million in the SPR.
BOTH of these numbers are at their lowest since 1983.
However, we have a record low of ~45 days of supply remaining in the US.
What happened to refilling the reserves?" - Kobeissi Letter
📎 Philip Pilkington
Tupi Report 🇧🇷 • #FreeVenezuela
🇦🇷🇺🇸⚡️🎙 — Full interview of Tucker Carlson with Argentine election candidate, Javier Milei (libertarian): "Argentina’s next president could be Javier Milei. Who is he? We traveled to Buenos Aires to speak with him and find out." (0:00) Intro (3:32) Inflation…
🇺🇸 🇦🇷 Tucker's interview with Argentina's Javier Milei has amassed more views in just two days, than Donald Trump's Mugshot and more views than his interview with Trump on X.
— "When thinking about catastrophic historical dramas such as al-Qaeda’s assault on America in 2001 from Afghanistan, we look for “the sense of an ending,” as British literary critic Frank Kermode put it. We want a victory parade, a treaty, a last chapter.
But in the case of al-Qaeda’s cadres in Afghanistan, the villains just seem to have slipped off into irrelevance, with people paying little attention to their apparent demise. The vicious successor group, Islamic State-Khorasan, is on the run, too.
The calamitous story appears to be over, but we missed the ending.
What gives this endgame a bizarre twist is that al-Qaeda’s submission has been overseen by the Taliban, the Islamist militant group that the United States fought in Afghanistan in a largely fruitless 20-year war. Having won power in Kabul, the Taliban has sheltered al-Qaeda but suppressed any foreign operations — and it has attacked ISIS-K as a mortal threat to its rule."
Link
https://archive.is/eZREe
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Bellum Acta - Intel, Urgent News and Archives ✝️ #FreeVenezuela
But it’s worth examining because, if accurate, it suggests a moment of closure in what was a consuming American drama.
Al-Qaeda “is at its historical nadir in Afghanistan and Pakistan, and its revival is unlikely,” said Christy Abizaid, the director of the National Counterterrorism Center in a Sept. 11 statement.
She cited declassified intelligence that the group “has lost target access, leadership talent, group cohesion, rank-and-file commitment, and an accommodating local environment.”
Its ability to threaten the United States from Afghanistan “is at its lowest point” since the group migrated there in 1998."
https://archive.is/eZREe
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— "Taliban sources in Badakhshan say that the Taliban arrested seven members of the Uighur fighters from Faizabad city and transferred them to Kabul.
These fighters had fought alongside the Taliban against the previous government for the past twenty years."
🔗 Tajuden Soroush (@TajudenSoroush)
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🇷🇺 🇲🇽 Russian military delegation marching in the Mexican Independence Day parade.
🇷🇺 🇺🇸 🇪🇺 US imports of Russian fertilizer hit record $944mln
Russia was the US' second-largest supplier of fertilizers this year, the largest supplier being Canada, which exported $2.8Bln of fertilizers in seven months. Saudi Arabia, Israel, and Qatar make up the other top five countries from which the US imports fertilizer.
So the US has forced European countries to impose sanctions and plunge their economies into recession, while the US trades with Russia as it sees fit, just as if there were no sanctions.
📎 Megatron
Russia was the US' second-largest supplier of fertilizers this year, the largest supplier being Canada, which exported $2.8Bln of fertilizers in seven months. Saudi Arabia, Israel, and Qatar make up the other top five countries from which the US imports fertilizer.
So the US has forced European countries to impose sanctions and plunge their economies into recession, while the US trades with Russia as it sees fit, just as if there were no sanctions.
📎 Megatron
Forwarded from Rerum Novarum // Intel, Breaking News, and Alerts 🇺🇸
🇺🇸🇰🇿⚡️- National Security Advisor Jake Sullivan stated at a briefing that Joe Biden would be attending a summit with Kazakhstan, Kyrgyzstan, Tajikistan, Uzbekistan, and Turkmenistan.
🇨🇳 🇺🇸 The Chinese Communist Party has ordered @BlackRock executives in China to take classes in “Xi Thought” while dedicating “around a third of working time” to studying the communist ruler.
“Attendance is mandatory.”
In March Deloitte was told to “learn a lesson” after being fined $31mn for what a the official investigation called “serious deficiencies” in its audit of a state-owned bad-debt manager. Employees of financial firms Franklin Templeton and BlackRock have been ordered to attend CCP lectures, per Bloomberg:
Some bank executives and business heads have to take around a third of working time to study Xi Thought, joining activities and courses, or reading four books from Xi every month, according to people familiar with the matter. Attendance is mandatory this year and they also need to submit papers on what they’ve learned.
📎 Financial Times
https://archive.ph/2O4Jg
“Attendance is mandatory.”
In March Deloitte was told to “learn a lesson” after being fined $31mn for what a the official investigation called “serious deficiencies” in its audit of a state-owned bad-debt manager. Employees of financial firms Franklin Templeton and BlackRock have been ordered to attend CCP lectures, per Bloomberg:
Some bank executives and business heads have to take around a third of working time to study Xi Thought, joining activities and courses, or reading four books from Xi every month, according to people familiar with the matter. Attendance is mandatory this year and they also need to submit papers on what they’ve learned.
📎 Financial Times
https://archive.ph/2O4Jg
🇺🇸 💵 The U.S. Now Has:
1. Record $17.1 trillion in household debt
2. Record $12.0 trillion in mortgages
3. Record $1.6 trillion in auto loans
4. Record $1.6 trillion in student loans
5. Record $1.0 trillion in credit card debt
The average house payment is about to hit $3,000/month for the first time in history.
All as oil prices are up ~40% in 3 months, mortgage rates hit 7.5% and credit card rates are at a record 25%.
Borrowing more debt is not the solution to high inflation.
This is unsustainable.
The average American household now has $8,000 in credit card debt but less than $5,000 in savings.
The average house payment is now 48% of the median income.
Borrowing more debt is making the problem worse.
📎 Kobeissi Letter
1. Record $17.1 trillion in household debt
2. Record $12.0 trillion in mortgages
3. Record $1.6 trillion in auto loans
4. Record $1.6 trillion in student loans
5. Record $1.0 trillion in credit card debt
The average house payment is about to hit $3,000/month for the first time in history.
All as oil prices are up ~40% in 3 months, mortgage rates hit 7.5% and credit card rates are at a record 25%.
Borrowing more debt is not the solution to high inflation.
This is unsustainable.
The average American household now has $8,000 in credit card debt but less than $5,000 in savings.
The average house payment is now 48% of the median income.
Borrowing more debt is making the problem worse.
📎 Kobeissi Letter
🇺🇸 💵 Personal interest payments in the US hit a record $506 BILLION in July.
During the first 7 months of 2023, Americans paid a total of $3.3 TRILLION in personal interest.
This is up a staggering 80% since 2021 and nearly above the entire 2022 total.
The worst part?
These numbers do NOT include interest on mortgage payments.
Americans are drowning in interest.
For years, people were used rates.
This meant borrowing was relatively cheap and paying it back was much easier.
As rates rise, individuals and the US government are facing a crisis.
Interest is skyrocketing.
📎 Kobeissi Letter
During the first 7 months of 2023, Americans paid a total of $3.3 TRILLION in personal interest.
This is up a staggering 80% since 2021 and nearly above the entire 2022 total.
The worst part?
These numbers do NOT include interest on mortgage payments.
Americans are drowning in interest.
For years, people were used rates.
This meant borrowing was relatively cheap and paying it back was much easier.
As rates rise, individuals and the US government are facing a crisis.
Interest is skyrocketing.
📎 Kobeissi Letter
Noteworthy that:
— Gabon, a country neighboring Brazzaville, recently had a Coup in the same fashion (i.e. led by the Presidential/Republican Guard)
— In Central African Republic, there's a major concentration of fighters from Wagner PMC, which recently were spotted during clashes and military engagements near Cameeroons border
— Congo-Kinshasa (Former Zaire) Presidential elections are in 3 months, which could shape the region permanently
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🏠 🇺🇸 💵 According to Apollo, housing affordability just hit a new all time low.
Houses now are ~30% LESS affordable than they were in 2008, the largest housing bubble in history.
The median monthly house payment is about to pass $3,000 for the first time in history.
All as prices are up 40% since the pandemic and supply is at historic lows.
Buying a home has become a luxury.
Ironically, we need lower rates for lower prices.
The housing market is being held up by a lack of supply, not abundance of demand.
The exact opposite situation is seen in CRE which is why prices are down sharply.
📎 Kobeissi Letter
Houses now are ~30% LESS affordable than they were in 2008, the largest housing bubble in history.
The median monthly house payment is about to pass $3,000 for the first time in history.
All as prices are up 40% since the pandemic and supply is at historic lows.
Buying a home has become a luxury.
Ironically, we need lower rates for lower prices.
The housing market is being held up by a lack of supply, not abundance of demand.
The exact opposite situation is seen in CRE which is why prices are down sharply.
📎 Kobeissi Letter
🇦🇺 📝 "ADF busy constructing network of rocket firing positions in Northern Australia. Deployed engineers doing real work. Nearby there are some other armoured landing exercises." - Australian anon