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Newest long form is up on Shitshow Macro: Our Radically Changing Understanding of the Human Timeline and Experience:

Topics covered in this post
-Introduction: What does it mean to be human? How old are we as a species? Is there an unseen “tie that binds” us all?
-The Metaphysical
--The Monroe Institute, The Gateway Program, and the USGOV
--The Akashic Field and the Integral Theory of Everything
--Cymatics/Music/Vibrations, Place Memory/The Stone Tape Theory, The Hidden Messages in Water, The Power of Intention
-The Physical
--Homo Naledi and The Cave of Bones
--Are Native Americans Really Native to the Americas?
--The White Sands Footprints May Break the Bering Strait Theory
--The Story of The Deluge (Great Flood) Is Present Across Most Ancient Cultures
--Is Genesis Actual History?
--The Megaliths of Malta: Potentially Rewriting the Timeline of Humanity
--The Sphinx, Erosion, and Leo: Potentially Rewriting the Timeline of Humanity
-Fin
No, really. This is the UKGOV priority set.
The Shitshow Macro Weekly Wrapup podcast for Friday, January 10, 2025 is out:

-Both the post and podcast for the new long form Radically Changing Understanding of the Human Timeline and Experience are now up on the Shitshow Macro sub (link in my X header if you’re not familiar)

Domestic:
-The California fires have laid bare a foundational tragedy of ineptitude and mismanagement at all levels in Los Angeles and Sacramento (Governor’s office).
--Notably, non-LA county areas seem to be managing their fires quite well.
--Yes, I’m IVO one of the big ones, but I’m ok. Thank you to all who reached out to check.
--I’ve mentioned this previously, but California has been in a “home insurance crisis” for over a year due to California politicians being morons who don’t understand how things work.

-It quickly became public that the Los Angeles and California governments made some huge unforced errors, given that annual wildfires and the Santa Ana winds are “known quantities:”
--LAFD firefighters were fired due to not wanting the shot - and LAFD is now undermanned.
--LA decided to give “extra” equipment to Ukraine, which could be of great use right now.
--Yes, LA Mayor Bass did axe almost $18mm from this year's LAFD budget, and a newly released memo shows that she demanded another $40mm be cut before she flew to Ghana before the fires.
--And of course, DEI was a “top priority” for LAFD rather than focusing on training to fight fires, or hiring/promoting based on that singular ability/need.
--The hydrants with no water/pressure were a major factor on the first night of the fires - and it came out today that the Palisades Reservoir was empty when the fires erupted.
--LAFD also had to forgo hydrant pressure testing due to budget cuts.
--And yes, of course, arsonists have been discovered to have been behind at least some of the fires.
--Looting gangs have also, of course, descended upon many of the affected areas.
--What a surprise - the city/state that allowed looting for so long has a looting problem.
--Last year we had an above average amount of rainfall and snow. When that snow melted, it all went into the ocean rather than reservoirs that had been voted/approved to be built in 2014 to collect it, but had not been built yet.
--Anyone who knows anything about anything saw that snow melt running off into the ocean and knew CA politicians would complain about the “drought” that could have been prevented shortly thereafter.
--Keep all of this in mind during the next voting cycle, California. You chose not to vote for competence, and so you got incompetence in spectacular form.

-Tucker released an interview with @nedryun this week, and it’s very much worth the watch to understand the reality of where we are right now.
--I like Ned a lot because he’s not a hyperbolic “influencer.” While his words and approach are measured, he also doesn’t mince words about reality.
--Notably, they discuss at pretty great length the stark reality that our country, in its current form and running, is no longer operating as a Constitutional Republic.
--Many of us knew this, but the “how” and “why” are explained well.
--I also like Ned because he’s not one who simply complains or riles people up like other pundits. He gives potential solutions and outlines of needed pathways to fix things. Please watch:
x.com/TuckerCarlson/

-On that note, Politico ran a hit piece against Tulis Gabbard’s nomination to ODNI, not realizing how quickly people would figure out the guy they used for it was a “known quantity” lobbyist and facilitator for Al Qaeda and a CIA cutout.
x.com/joekent16jan19

x.com/MaxBlumenthal/

-Acting Judge Merchan required Trump to be in court today (1/10) and gave him no sentence for the Trumped-up charges that kangaroo court ran with. Yes, bad pun totally intended.
--The progressives were overjoyed at first with the “arg arg ree ree ree cOnViCtEd FeLon” talking point they’d been waiting for - until it hit them smack in the face that the vast of the majority of the public doesn’t give a shit and sees the lawfare for what it is.
-The governors of Texas, Georgia, Arkansas, and North Carolina have declared states of emergency over the winter storm that is hitting their states.

-Speaking of natural disasters - while Western NC residents are being denied extensions to their temporary lodging post-Helene and reporting that FEMA isn’t answering their phones, Biden has announced full financial support for the California wildfires.

War/Military:
-The leader of the Syrian Democratic Forces (SDF) has asked Trump to keep US troops in Syria to prevent a resurgence of ISIS.
--Or…he could just shut down that Foggy Bottom funding stream.

-Taiwan is investigating the cutting of an undersea international communications cable that they believe a Chinese freighter is responsible for.
--They had redundancy built into the system so communications were rerouted quickly.
sofx.com/taiwan-investi

-Some reports are coming out showing aerial surveillance that China may be building and preparing amphibious landing craft, but I don’t see them making the move after Trump comes into office.
--It’s gonna be a long 10 days.

-An attack on the Presidential palace in the nation of Chad has left 19 people dead - 18 of whom were the attackers.
--Some are calling it a Boko Haram or other terrorist attack, but the Chadian gov is saying they were intoxicated youth.
sofx.com/attack-on-chad

-A Yakuza leader pled guilty in Manhattan this week to trafficking nuclear materials out of Myanmar.
sofx.com/yakuza-leader-

-Acute and chronic leukemias and other types of cancers will now be recognized as presumptive conditions for toxic-exposed veterans of the wars of the Middle East for the past 25 years, especially those who spent time at K2 in Uzbekistan, under the PACT Act.
stripes.com/veterans/2025-

-Turkish President Erdogan has signaled that he may take imminent action against the US-backed Kurdish YPG group, who makes up a significant portion of the SDF, if he believes that Syria’s “unity is threatened.”
sofx.com/turkey-signals

-German Finance Minister Annalena Baerbock traveled to Damascus to cuddle up to the new leadership there. There’s a bit of a controversy because he refused to shake her hand.
--What a surprise - radical Islamists who overthrew a country are conforming to the strict interpretations of Islamist laws.
--Maybe, I don’t know…the German finance minister should focus on her own cratering economy? Just a thought?
newarab.com/news/syria-con

Markets/economics:
-The markets all had a pretty rough day on Friday that is being blamed on the jobs numbers, but may have far more to do with the “long tail” treasury yields pushing higher.
--S&P 500 dropped 1.54% Friday, down 0.71% on the week
--NASDAQ dropped 1.63% Friday, down 0.62% on the week
--Russell 2000 dropped 2.22% Friday, down 1.90% on the week
--Crude oil is up 3.58% this week
--Gold is up to $2,717.40 as of Friday
--BTC is still bouncing up and down, at $94,412.98 as of this writing (Friday evening)

-We mentioned the “long tail” of treasuries above. The “long tail” means the longer-dated maturities, while the “short tail” would be the shorter-dated maturities. Here’s the numbers so you can see what I mean:
--13-week bond: 4.2130
--2-year yield futures: 4.3910
--5-year: 4.5930
--10-year: 4.7760
--30-year: 4.9650
--Some of the “tools” used by Treasury can be used to affect the “long tail” or “short tail” in accordance with policy objectives.
--Our Treasury is run by a disingenuous moron (Yellen), and the “long tail” is going haywire as investors are losing trust in the long-term stability of US debt.
--The 10-year above 4.75 is considered a huge “danger zone” for US markets

-Currency pairs to the USD are reasonably stable with regard to where they were on Monday.

Business:
-Department stores Macy’s and Kohl’s are closing 100 stores between them (66 are reported to be from Macy’s alone).