🤵 The Macro Butler’s Monthly Meditation 🤵

🌐 The Blue Gold Rush or the art of navigating water’s supply wars, geopolitical stakes, and benefit from hidden investment opportunities. 🌐

Read more here: https://themacrobutler.substack.com/p/the-macro-butlers-monthly-meditation

Listen to a summary of The Macro Butler Monthly Meditation via podcast on Substack; YouTube; Rumble & TikTok.

https://themacrobutler.substack.com/p/the-macro-butlers-monthly-meditation-6b9

Dear Investors,

Please find below the September 2025 factsheet for The Macro Butler Long/Short Portfolio.

https://themacrobutler.substack.com/p/the-macro-butler-longshort-portfolio-3ca

Dear Investors,

Please find below the September 2025 factsheet for The Macro Butler Strategic Portfolio.

https://themacrobutler.substack.com/p/the-macro-butler-strategic-portfolio-18a

Dear Investors,

Please find below the September 2025 factsheet for The Macro Butler IG Portfolio.

https://themacrobutler.substack.com/p/the-macro-butler-ig-portfolio-september-4c1

After auditioning for a Nobel Peace Prize while kickstarting World War 3 at the globalist carnival in New York — calling Russia a “paper tiger” to Ukraine’s cokehead-in-chief — the self-anointed ‘Peace Maker In Chief’ turned up at Quantico for a pep rally. There, the warmongering ‘Commander-in-Chief’ rechristened the Pentagon the “Department of War” (truth in advertising at last), demanded applause from generals too terrified to blink, and boasted of rebuilding the “greatest fighting force” mankind has ever seen.

With $1 trillion in fresh military spending, U.S. cities as live-fire “training grounds,” and a history lesson about “woke” renamings, he made it clear that war is peace, and marketing is everything. He bragged that America is “25 years ahead in submarines,” warned that Russia and China are “catching up,” and even tried to trademark the alphabet by banning “the N word” (both of them).


https://www.youtube.com/shorts/HKsBzTNNeqU

Declaring himself the “president of the North Atlantic Terror Organization - NATO,” he marveled at the “unthinkable” miracle of every member suddenly pledging 5% defence budgets.

Thus, the once-elected Donald Copperfield, who once promised to dismantle empire, revealed his final trick: pulling Trumperialism out of the military-industrial hat. More empire, less nation — a conjuring act that may well end with the U.S. sawing itself in pieces.

While Donald Copperfield was busy lecturing generals on his trillion-dollar “Department of War,” Washington quietly shut down the actual government for the first time since 2019. Markets yawned, Wall Street pundits gamed out a two-week pause, and 750,000 federal workers got an unpaid holiday—except the military, who’ll keep working for IOUs. Agencies rolled out their “contingency plans” (translation: museums closed, data stopped flowing, but bombs still fly on time). Call it the “Donald Shutdown” if you like, but the irony writes itself: the empire under the lead of Scrooge McDuck keeps funding war while furloughing its own citizens.

Fresh from his encore at the globalist circus in New York, the Warmonger-in-Chief proudly declared that the U.S. military will now share intel with the Cokehead-in-Heels from Kyiv—so he can strike deep inside Russia. As if that wasn’t bold enough, he’s still “weighing” whether to gift Tomahawks or Barracudas, because nothing says diplomacy like picking which fireworks to lob at Russia’s energy grid. Don’t worry though—American officials assure us it’s all very responsible.

https://www.reuters.com/world/europe/us-provide-ukraine-with-intelligence-missile-strikes-deep-inside-russia-wsj-2025-10-01/

Factories are still in their slow-motion recession, with ISM’s index stuck at 49.1 — technically “contracting,” but in reality, just flatlining in style. Orders slipped back into contraction after a brief one-month sugar high, hiring remains code for “cutting,” and 11 out of 16 industries reported shrinking activity. The cheerleaders are pointing to easing input prices, but that’s less a victory over inflation and more a sign that customers aren’t buying, so suppliers are begging for sales. Tariffs continue to weigh like a dumbbell on nearly every sector, with manufacturers whining about surcharges, border holdups, and vanishing order books. Business leaders dress it up as “uncertain macroeconomic conditions,” but it really means no one wants their overpriced widgets. Sure, production ticked up, and inventories fell, but that’s just factories raiding the pantry while pretending the next feast is on its way.

In short, American manufacturing isn’t bouncing back — it’s practicing how to look busy while slowly starving.

The US government’s shut down, but don’t worry — Congress still gets paid (and so do their lobbyists). Meanwhile, the Bureau of Labor Statistics won’t release jobs, inflation, or retail sales data, leaving the Fed and investors flying blind. If the shutdown drags past two weeks, brace for a volatility spike and delayed rate cuts. Instead, the Fed gets to rely on ADP’s always reliable (cue laughter) numbers, which just showed a 32,000-job loss in September — a six-sigma miss that makes “worst since March 2023” sound generous. And thanks to ADP’s annual “rebenchmarking,” we learned that 911,000 Biden-era jobs never actually existed.

At the same time, wages aren’t exactly setting the world on fire. Job stayers saw a “boost” from 4.4% to 4.5% — the slowest growth since mid-2021, but hey, progress is progress. Job changers still do better, but even their premium pay is slipping, down to 6.6% from 7.1%.

In a nutshell, Job growth is stalling, pay gains are fading — but don’t worry, Congress still gets a raise.

As the countdown to war theatre continues: the coke-fuelled puppet in Kyiv keeps playing his part, NATO’s gangsters cheer him on, and now Germany—led by a former BlackRock salesman turned chancellor—flirts with invoking a “state of tension,” a constitutional gray zone that’s never been used but sounds perfect for everything from cyber boogeymen to mysterious Baltic cable mishaps. In true Orwellian fashion, nothing says peace like preparing for permanent war and more censorship.

https://www.sueddeutsche.de/politik/bundeswehr-bundesregierung-kiesewetter-spannungsfall-li.3319567?reduced=true

Germany, ever the Rechtsstaat, has its legal safety nets: the Grundgesetz sets strict rules for any government action, with escalating crisis levels—from a “State of Tension” when war looms, to a full-blown “State of Defence” under armed attack, and an “Internal Emergency” for domestic chaos. Only the most severe powers kick in under actual invasion. Across the border, Austria mirrors this with its “voltage state” and “defence state,” prepping for danger while avoiding overreach. Meanwhile, the geopolitical theatre marches on any hope of peace for Ukraine is laughable, as Europe leverages ethnic hatred and proxy sacrifice to weaken Russia, with the Ukrainian Dancer On High Heels playing the dutiful stooge for a handful of silver. War, bureaucracy, and spectacle—the new European pastime.

https://americangerman.institute/2025/02/the-state-of-tension/

Having shed the mask of “Peace Maker in Chief,” Donald Copperfield now parades as the “Warmonger in Chief,” also proving that MAHA was never more than a political illusion — a sop to the masses to regain the Oval Office and continue the Malthusian globalist script of his predecessors.
In the latest chapter of doublespeak, a $70 billion deal is heralded as a victory for lowering drug costs. In reality, it grants Pfizer a three-year exemption from tariffs, so long as it repatriates its production — a concession disguised as reform, a bargain struck in the shadows of corporate power.

https://www.foxbusiness.com/politics/trump-announces-drug-pricing-deal-pfizer

MAHA, once sold as the heir to MAGA — a promise to put nation above empire — has revealed itself as betrayal.
The illusion is broken, and with it, the last thread of unity.
Social unrest grows, the Empire rots from within, and the second American civil war has already begun. The split into three nations is no longer speculation but inevitability.

https://www.thefocalpoints.com/p/the-maha-betrayal-pfizer-rewarded?r=206b7a&utm_medium=ios&utm_campaign=audio-player

The Macro Butler pulled up a chair at Piggo’s Trading Desk to challenge the Malthusian narrative quietly promoted by governments—a narrative that normalizes scarcity, dependency, and even depopulation as “policy.”

The antidote isn’t fear or compliance. It’s financial literacy and ownership.

True freedom begins with building what we call F-You Money—capital that shields you from systemic risks and manipulations, and gives you the power to say “no” when everyone else feels forced to say “yes.”

In an era of engineered scarcity and monetary illusions, contrarians who prepare will be the ones who remain free.

https://themacrobutler.substack.com/p/interview-with-piggos-trading-desk-b6f

As France teeters on the brink of financial Armageddon and social unrest creeps through the streets like a disgruntled ghost, ‘Macro Leon’ reportedly finds solace in subterranean security.
Whispers from the Ministry of “Unimpeachable Sources” and various confidential dossiers suggest he has earmarked a modest €148 million for a private underground bunker—presumably to protect his delicate person from the ravages of the common populace.

https://news-pravda.com/eu/2025/10/03/1740535.html