--Ergot, the soldiers with RUS identification that UKR is trying to pass off as N. Koreans are likely just RUS with Asian phenotypes, as a propaganda effort meant to lure NATO directly into the war.
-Reports out of Africa are stating that Operation Hadin Kai (Nigerian military) have captured a senior Boko Haram leader and killed hundreds of his troops in the Bama local government area.
sofx.com/nigerian-troop…
Science/Health:
-Trump’s pick for energy secretary is certainly an upgrade from Biden’s choice.
--Chris Wright is both a scientist and entrepreneur; he studied fusion at MIT, solar at Berkley, and is the founder/CEO of Liberty Energy, a Denver-based fracking company.
--The macro “3-3-3” strategy that likely won Bissent his role at Treasury requires an energy dominance from US production. Wright’s vision to tap the Department of Energy (DOE) R&D to that end is a very, very good sign:
ww2.aip.org/fyi/energy-sec…
-A peer-reviewed study has found that regular use of Ivermectin as a prophylaxis for Coof led to an up to 92% reduction in mortality rate (shared by @TexasLindsay_ )
cureus.com/articles/11185…
--Taken in addition to the various practitioners and anecdotes of people saying that its being found to cure late-stage cancer, I feel we need some Nuremberg-style tribunals for those who vilified this long-used, widely-prescribed drug with an incredible safety profile.
Markets/economics:
-More than 100 S&P 500 listed companies will release their earnings reports this week, including META, Microsoft, Apple, Tesla, Starbucks, Exxon, and Chevron.
-The Fed’s latest monetary policy decisions will be announced on Wednesday.
-As of this writing (Sunday evening), futures for all major US indices are down (in the red).
-Both gold and oil are also down.
-Gold is still elevated, however, at $2,772.20
-BTC is at $102,883.31
-Most currency pairs are staying within their respective ranges, but the USDMXN (peso) is more active than normal, currently at 20.4190
--This is likely due to the Sunday spat between President Trump and the Colombian President
--That currency pair (USDCOP) has been extremely active, currently at 4,236.0389 (+0.31%)
-Canada is publicly asking for the G7 to meet and discuss metals pricing (commodities) to counter the sway that China currently has over the market:
bloomberg.com/news/articles/…
-Chinese monthly exports to Saudi Arabia have increased +100% since the US sanctioned Russian FX reserves in 2022.
--This was seen by many as a boneheaded move, and when it proved ineffective, the Biden regime’s choice was to double down on ineffective measures. While ineffective for their stated goal, they are seen as one of the catalyzing drivers that have grown BRICs.
Chart in the show notes.
-It’s not a great time to be in the insurance business.
--First “the shots” took a multi-sigma event number of able-bodied workers out of the labor force, then aging properties began to become an issue (most notably with the Surfside Florida condo collapse).
--As homeowners in NC were given a national stage by President Trump to discuss how their insurance policy claims were denied and Palisades homeowners are expecting an uphill battle, condo HOAs around the country are now speaking out about the difficulty of finding insurance “master policies” for their structures:
finance.yahoo.com/news/insurers-…
Business:
-A Chinese AI company has just released DeepSeek, which is being touted as a competitor to OpenAI that costs a fraction of the price to develop.
--There are a lot of people touting its capabilities; sorry, I’m too much of a China hawk to fall into this until someone has really “looked under the hood.”
--Timing, sometimes, really is everything (WRT the TikTok ban)
--A good question being asked by @FinanceLancelot if it is a serious competitor that doesn’t end up being a nefarious intel gathering operation: what happens to the “AI investment” space in US markets if this blows the incumbents out of the water?
x.com/FinanceLancelo…
-Reports out of Africa are stating that Operation Hadin Kai (Nigerian military) have captured a senior Boko Haram leader and killed hundreds of his troops in the Bama local government area.
sofx.com/nigerian-troop…
Science/Health:
-Trump’s pick for energy secretary is certainly an upgrade from Biden’s choice.
--Chris Wright is both a scientist and entrepreneur; he studied fusion at MIT, solar at Berkley, and is the founder/CEO of Liberty Energy, a Denver-based fracking company.
--The macro “3-3-3” strategy that likely won Bissent his role at Treasury requires an energy dominance from US production. Wright’s vision to tap the Department of Energy (DOE) R&D to that end is a very, very good sign:
ww2.aip.org/fyi/energy-sec…
-A peer-reviewed study has found that regular use of Ivermectin as a prophylaxis for Coof led to an up to 92% reduction in mortality rate (shared by @TexasLindsay_ )
cureus.com/articles/11185…
--Taken in addition to the various practitioners and anecdotes of people saying that its being found to cure late-stage cancer, I feel we need some Nuremberg-style tribunals for those who vilified this long-used, widely-prescribed drug with an incredible safety profile.
Markets/economics:
-More than 100 S&P 500 listed companies will release their earnings reports this week, including META, Microsoft, Apple, Tesla, Starbucks, Exxon, and Chevron.
-The Fed’s latest monetary policy decisions will be announced on Wednesday.
-As of this writing (Sunday evening), futures for all major US indices are down (in the red).
-Both gold and oil are also down.
-Gold is still elevated, however, at $2,772.20
-BTC is at $102,883.31
-Most currency pairs are staying within their respective ranges, but the USDMXN (peso) is more active than normal, currently at 20.4190
--This is likely due to the Sunday spat between President Trump and the Colombian President
--That currency pair (USDCOP) has been extremely active, currently at 4,236.0389 (+0.31%)
-Canada is publicly asking for the G7 to meet and discuss metals pricing (commodities) to counter the sway that China currently has over the market:
bloomberg.com/news/articles/…
-Chinese monthly exports to Saudi Arabia have increased +100% since the US sanctioned Russian FX reserves in 2022.
--This was seen by many as a boneheaded move, and when it proved ineffective, the Biden regime’s choice was to double down on ineffective measures. While ineffective for their stated goal, they are seen as one of the catalyzing drivers that have grown BRICs.
Chart in the show notes.
-It’s not a great time to be in the insurance business.
--First “the shots” took a multi-sigma event number of able-bodied workers out of the labor force, then aging properties began to become an issue (most notably with the Surfside Florida condo collapse).
--As homeowners in NC were given a national stage by President Trump to discuss how their insurance policy claims were denied and Palisades homeowners are expecting an uphill battle, condo HOAs around the country are now speaking out about the difficulty of finding insurance “master policies” for their structures:
finance.yahoo.com/news/insurers-…
Business:
-A Chinese AI company has just released DeepSeek, which is being touted as a competitor to OpenAI that costs a fraction of the price to develop.
--There are a lot of people touting its capabilities; sorry, I’m too much of a China hawk to fall into this until someone has really “looked under the hood.”
--Timing, sometimes, really is everything (WRT the TikTok ban)
--A good question being asked by @FinanceLancelot if it is a serious competitor that doesn’t end up being a nefarious intel gathering operation: what happens to the “AI investment” space in US markets if this blows the incumbents out of the water?
x.com/FinanceLancelo…
SOFX
Nigerian Troops Capture Boko Haram Commander ‘Like a Chicken’ in Latest Operation
Troops of the Nigerian Army under Operation Hadin Kai have reportedly captured Abu Iklima, a senior Boko Haram commander, following
Conspiracy-y:
I’m a huge fan of Martin Armstrong for many reasons that this isn’t the time or the place to dive into - although Shitshow Macro subscribers probably know several of them already.
A mantra/quote often attributed to Einstein is that, “if you can’t explain a topic succinctly, you don’t understand it well enough.”
In one simple post that only takes about 4 minutes to read, Martin explains several of the topics that I’ve frequently tried to get people to understand. I’ve often done so in the long-form style that may be a little much for most people to fully digest.
Here’s a great short-form but information-heavy explainer from Martin on:
-The myth of “human-based climate change” busted by using the precession of the equinox, known human history, and planetary cycles
-That the number often equated as the “mark of the beast” (666) was likely supposed to be 616 and a name (Nero Caesar) rather than a number
-The fractal nature of reality (the universe, society, economic cycles, from planetary orbits to quantum mechanics)
-The “known known” that the ancients typically built structures upon the ruins of their forebears, and how our modern archaeological theories tend to ignore that reality
armstrongeconomics.com/armstrongecono…
White Pill:
As evidenced by two of the things we covered above, the Trump administration is moving so fast that the media can’t enact its typical Alinsky tactics of “freezing him in place.”
When they try, it’s so laughably bad that they only further erode their credibility (see: egg prices and Colombian coffee/flowers).
So far, we have:
-J6ers pardoned and (mostly, but not all) released
-Gatekeepers forced out of State Department, DOJ, CIA, US Attorneys offices, SDNY/EDNY, and others
-DEI offices, grants, and contracts removed from the USGOV
-Allies and businesses around the world scrambling to invest in the US again
-American hostages being returned from Hamas and the Taliban
-A ceasefire agreement, while tenuous, has been reached in Gaza
-ICE going gangbusters on criminal aliens
-Around 80k of the 300k kids who went missing under Biden-Harris have been found
-Serious people who actually understand their disciplines being put in cabinet positions rather that political apparatchiks
-Trillions already cut from the (wasteful) Federal budget
-A spending freeze on all foreign outflows
There is so much more going on, but these are the highlights off the top of my head. And they are all White Pills in and of themselves.
Macro takeaways/lessons for the week:
-As it turns out, the criminal aliens who were committing more crimes after illegally entering the country were pretty easy to start finding, rounding up, and sending to their actual homes. The Biden admin just didn’t want to. Funny how that works.
-Between the lab origin, Ivermectin study, and Hunter Biden financial docs, the “conspiracy theorists” chalked three more big ones up on the board this week. I think we’re gonna need more chalkboard before the final tally is in.
-I’ve been talking about currencies lately because the USD necessarily must be devalued in order to facilitate the major economic and reshoring changes that Trump and his cabinet appointees want. The Peso action today is only a ripple of what I believe will come.
Implications:
Between earnings this week (that are still a holdover from Biden’s economic destruction, as they are backwards-looking) and the confirmations on deck, expect the media to blow a gasket pushing propaganda.
We will see how much you’ve learned about their nefarious ways. I hope your bullshit immunity has been strengthened.
The Weekly Read (Monday):
The Storm Before the Storm: The Beginning of the End of the Roman Republic by Mike Duncan
amazon.com/Storm-Before-B…
Mike Duncan has one of those stories that you love to hear. A normal guy that had a 9-to-5 job looked for a podcast on Roman history one day, and discovered that none existed. So he started his own.
I’m a huge fan of Martin Armstrong for many reasons that this isn’t the time or the place to dive into - although Shitshow Macro subscribers probably know several of them already.
A mantra/quote often attributed to Einstein is that, “if you can’t explain a topic succinctly, you don’t understand it well enough.”
In one simple post that only takes about 4 minutes to read, Martin explains several of the topics that I’ve frequently tried to get people to understand. I’ve often done so in the long-form style that may be a little much for most people to fully digest.
Here’s a great short-form but information-heavy explainer from Martin on:
-The myth of “human-based climate change” busted by using the precession of the equinox, known human history, and planetary cycles
-That the number often equated as the “mark of the beast” (666) was likely supposed to be 616 and a name (Nero Caesar) rather than a number
-The fractal nature of reality (the universe, society, economic cycles, from planetary orbits to quantum mechanics)
-The “known known” that the ancients typically built structures upon the ruins of their forebears, and how our modern archaeological theories tend to ignore that reality
armstrongeconomics.com/armstrongecono…
White Pill:
As evidenced by two of the things we covered above, the Trump administration is moving so fast that the media can’t enact its typical Alinsky tactics of “freezing him in place.”
When they try, it’s so laughably bad that they only further erode their credibility (see: egg prices and Colombian coffee/flowers).
So far, we have:
-J6ers pardoned and (mostly, but not all) released
-Gatekeepers forced out of State Department, DOJ, CIA, US Attorneys offices, SDNY/EDNY, and others
-DEI offices, grants, and contracts removed from the USGOV
-Allies and businesses around the world scrambling to invest in the US again
-American hostages being returned from Hamas and the Taliban
-A ceasefire agreement, while tenuous, has been reached in Gaza
-ICE going gangbusters on criminal aliens
-Around 80k of the 300k kids who went missing under Biden-Harris have been found
-Serious people who actually understand their disciplines being put in cabinet positions rather that political apparatchiks
-Trillions already cut from the (wasteful) Federal budget
-A spending freeze on all foreign outflows
There is so much more going on, but these are the highlights off the top of my head. And they are all White Pills in and of themselves.
Macro takeaways/lessons for the week:
-As it turns out, the criminal aliens who were committing more crimes after illegally entering the country were pretty easy to start finding, rounding up, and sending to their actual homes. The Biden admin just didn’t want to. Funny how that works.
-Between the lab origin, Ivermectin study, and Hunter Biden financial docs, the “conspiracy theorists” chalked three more big ones up on the board this week. I think we’re gonna need more chalkboard before the final tally is in.
-I’ve been talking about currencies lately because the USD necessarily must be devalued in order to facilitate the major economic and reshoring changes that Trump and his cabinet appointees want. The Peso action today is only a ripple of what I believe will come.
Implications:
Between earnings this week (that are still a holdover from Biden’s economic destruction, as they are backwards-looking) and the confirmations on deck, expect the media to blow a gasket pushing propaganda.
We will see how much you’ve learned about their nefarious ways. I hope your bullshit immunity has been strengthened.
The Weekly Read (Monday):
The Storm Before the Storm: The Beginning of the End of the Roman Republic by Mike Duncan
amazon.com/Storm-Before-B…
Mike Duncan has one of those stories that you love to hear. A normal guy that had a 9-to-5 job looked for a podcast on Roman history one day, and discovered that none existed. So he started his own.
It quickly became one of the most popular podcast series in the world, and it goes deep into the long history of ancient Rome. Many people today try to equate our place in history in this country to the “end stage” of the Roman Empire, but it’s not an apples-to-apples comparison, nor is it as simple as many try to make it.
There is a deep history to the start of the Roman Empire (Rome itself was founded by Lacedaemonians (Spartans)), and there is even an quasi-argument for whether the Byzantines were part of the Roman Empire story or not.
If the actual history of the Roman Empire interests you for more than simple memes or quick sound bite explanations, this book dives into a critical element of its history. If you’d like some more coloring about Duncan and this book in particular, check out his interview with The Daily Stoic below:
Interview between Duncan and The Daily Stoic about his book
ww2.aip.org/fyi/energy-sec…
Links mentioned in the show:
Intro & Outro music: Blind by Mike Amabile and Run Over Twice
open.spotify.com/track/6SG99nL3…
Chinese Export Increase to Saudi Post-Biden RUS FX Sanctions
(Chart won't display on X but is in the Sub post)
There is a deep history to the start of the Roman Empire (Rome itself was founded by Lacedaemonians (Spartans)), and there is even an quasi-argument for whether the Byzantines were part of the Roman Empire story or not.
If the actual history of the Roman Empire interests you for more than simple memes or quick sound bite explanations, this book dives into a critical element of its history. If you’d like some more coloring about Duncan and this book in particular, check out his interview with The Daily Stoic below:
Interview between Duncan and The Daily Stoic about his book
ww2.aip.org/fyi/energy-sec…
Links mentioned in the show:
Intro & Outro music: Blind by Mike Amabile and Run Over Twice
open.spotify.com/track/6SG99nL3…
Chinese Export Increase to Saudi Post-Biden RUS FX Sanctions
(Chart won't display on X but is in the Sub post)