The Macro Butler pulled up another armchair for a spirited chat with Piggo’s Trading Desk on how wars and economics dance the same tango — and why the Fed may soon find itself hiking in 2026 while pouring liquidity like a bartender on overtime.

Grab a coffee and enjoy the show!

https://themacrobutler.substack.com/p/interview-with-piggos-trading-desk-85c

Listen to The Month That It Was in October 2025 from The Macro Butler.

You can now also listen to this podcast on YouTube; Rumble & TikTok.

https://themacrobutler.substack.com/p/the-month-that-it-was-october-2025

🤵 The Macro Butler Weekly Digest 🤵

🌐 When the “Educated Yet Idiots” run the show, currency crumbles, scarcity vanishes, and only gold remains real money. 🌐

Read more here: https://themacrobutler.substack.com/p/from-store-of-value-to-paper-claim

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

https://themacrobutler.substack.com/p/from-store-of-value-to-paper-claim-fb2

Dear Investors,

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

https://themacrobutler.substack.com/p/the-macro-butler-longshort-portfolio-a6d

Dear Investors,

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

https://themacrobutler.substack.com/p/the-macro-butler-ig-portfolio-october-bde

Dear Investors,

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

https://themacrobutler.substack.com/p/the-macro-butler-strategic-portfolio-e13

The Macro Butler was rushed onto Asharq Bloomberg TV Dubai for an emergency broadcast to dissect the oil market’s latest melodrama — where prices now swing less on demand and more on geopolitical plot twists worthy of a Netflix thriller. Meanwhile, “Drill Baby Drill” remains a magical campaign slogan best filed under fantasy fiction, right next to unicorns and budget surpluses.

So buckle up, fill the tank while you still can, and enjoy the show.

The interview has been translated into Arabic.

https://themacrobutler.substack.com/p/interview-with-asharq-bloomberg-tv-62d

🤵 The Macro Butler’s Monthly Meditation 🤵

🌐 Genomics, hailed by some as a gold mine, is really just the latest DNA–AI–mRNA trinity—where charlatans try to turn everyone’s health into their personal wealth.🌐

Read more here: https://themacrobutler.substack.com/p/the-macro-butlers-monthly-meditation-845

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-174

In the latest episode of the perpetual Malthusian Neocon “Russian Bogeyman” saga, the Pentagon has blessed the delivery of long-range Tomahawks to Ukraine—because apparently U.S. stockpiles are infinite and the apocalypse cannot wait. The ‘Warmonger In Chief’ had previously resisted arming the Dancer on High Heels from Kyiv with missiles that could wreck not only Russia’s energy sector but also the Russian capital, noting, sensibly, that the U.S. might actually need some for itself. Meanwhile, the Neocons keep plotting to drag America with the North Atlantic Terror Organization into World War III, using Ukraine as their pawn and trying to manipulate Donald Copperfield like a chess piece.

https://www.newsweek.com/tomahawk-missiles-ukraine-russia-donald-trump-10973752

Tomahawks’ 1,000-mile reach—and their theoretical dual-use capability—creates a brilliant new era of strategic ambiguity. In a world where hawks run the Ministry of War and promises are stagecraft, rivals are rightly inclined to assume the worst, and mistrust becomes the official doctrine. The result is a farcical, high-stakes stand-off where deterrence feels less like diplomacy and more like a badly scripted dystopian play.

https://www.britannica.com/technology/Tomahawk-cruise-missile

Napoleon marched into Russia not for glory, but for the great patriotic duty of stopping anyone from trading with Britain—an early experiment in economic thought control. Today’s Neocons are running the same script, insisting Donald Copperfield threaten any nation that buys Russian energy. It’s the old Athens playbook too: command the Delian League, silence its members, call it “democracy,” and watch the empire fray. Even the British tried it during the American Revolution—blockades, the Prohibitory Act, and the cheerful promise that any rebellious ship could be confiscated for the Crown’s collection.

And now, the world is told to believe Russia will collapse like a poorly constructed house of cards if the crumbling western empire just isolates it hard enough. As if the alphabet agencies and the Neocons had never opened a history book—or worse, opened one and decided the repeated failures were actually brilliant ideas. If they truly think Putin will surrender and stroll out of Ukraine, they’re not merely naïve; they’re wandering into full brain-dead territory. A third coup, regime collapse, conquest of Russia—clearly the plan is less “diplomacy” and more “fantasy fiction,” minus Orwell’s subtlety.

The Malthusian strategists know exactly what they’re doing; whether Donald Copperfield does is another matter. Handing Tomahawks to Kyiv isn’t an innocent act born of ignorance — it’s a deliberate escalation with foreseeable consequences. If you equip a reckless cokehead for offensive operations, you aren’t naïve; you’re selecting a path toward wider war. This isn’t about rescuing a nation so much as choosing a theatre for global confrontation. Europeans should soberly consider the odds before applauding acts that could provoke a much larger conflict.

World War III may well be warming up for a 2026 debut, yet not a single ordinary Russian, European, American, Japanese, or Chinese citizen has asked for tickets. The common folk simply want to work, raise families, and maybe enjoy a quiet evening without being drafted into someone else’s grand strategy. But in the great global chess match, WE THE PEOPLE remain the pawns—useful, expendable, and never asked for consent. Our blood oils the gears while the ‘Educated Yet Idiots’ play war games for power. Wars are never launched by the people who must fight them, only by those who should never be allowed anywhere near the reins of power.

Join Metals and Miners on November 12 for an unmissable webinar exploring the most dramatic transformation of the American electric grid in a century—and what it means for your portfolio.

From soaring power demand to the explosive growth of data centers, AI, and electrification, an incredible panel of experts will break down the winners, the risks, and the strategies savvy investors can use to stay ahead of this multi-trillion-dollar shift.

https://themacrobutler.substack.com/p/wired-for-wealth-how-the-us-grid

As Washington’s shutdown circus rolls on, the ISM Manufacturing PMI slipped from 49.1 to 48.7—its eighth straight month in contraction. Production and new orders look “encouraging,” but under the hood it’s more jalopy than juggernaut. Unsold inventories just saw an unprecedented jump, export sales are sputtering, and unless demand magically revives, factories may soon be downshifting. Prices paid are falling fast, new orders and employment remain in contraction, and CEO optimism is drifting back toward “tariff-season gloom.’ In short: tariffs are still jacking up costs, trade policy is still confusing everyone, the shutdown isn’t helping, and consumer-oriented industries are feeling it first. Other than that, everything’s fine.

In a nutshell, as Washington’s shutdown drags on, U.S. manufacturing is sliding deeper into contraction, buried under falling demand, swelling inventories, and policy chaos masquerading as strategy.

The American empire isn’t just cracking from the outside; it’s hollowing out from within. Trust in public institutions has evaporated so completely that members of the administration now live under the Army’s protective wing, retreating to military bases around Washington as if civilian life had become a dangerous experiment. The Atlantic reports senior officials relocating after waves of doxxing, threats, and intelligence warnings of “inevitable unrest.” Homes once reserved for generals are now emergency housing for policymakers—an arrangement critics say blurs the line between civilian government and the uniforms meant to serve it. Whether they like it or not, these officials have become temporary residents of Fortress America, a place where public servants can no longer safely live among the public they serve.

https://www.theatlantic.com/politics/archive/2025/10/trump-officials-military-housing-stephen-miller/684748/