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manderson
ParticipantWhile the French have every reason to riot, I hear there are rioters grouped around social justice and rioters grouped around far right causes. Both are acting now. Further, there are pictures on twitter of pallets of empty stacked bottles left in the middle of streets. We have seen this in the US. Obviously, these groups are getting some funding and support. I see no one more likely to benefit from all this than the USA and UK. In a tweet, Bukele called it “controlled demolition.” France is being sacrificed for the Euro dollar, which is more important than the petro-dollar.
manderson
ParticipantPeriol’s link to the Polish FM saying they would beat the Russians is a must watch. The assumptions, the shot down the line of the panel, the question (“including the US?”), all of it, says so much about what American muckety-mucks think about European force structure and what Europeans rely on when calculating theirs. https://x.com/TheOtherSideRu/status/2099171941294739895
manderson
ParticipantYes, interesting visitors to Moscow. Also note that Kushner was uninvited but Ratclife was allowed to come.
Who they allow to come signals who they want there to understand the message they want to give.
And to Periol’s point, Canada is reducing oil exports not to join the global south but to squeeze the world with an oil shortage, that’s part of the US game plan to re-impoverish EU and ASEAN.
manderson
ParticipantRelated to the animal posts, this says the foundational issue best IMO:

manderson
ParticipantYes, Larry, Pepe, etc. keep saying that when the US petroleum reserves hit bottom in August that create real political pressure. Aside from the types of crude and that US crude is good fro gasoline which is what matters politically in the short term, other issues make this complex. Any of the china commentators have been saying that China has been using its oil reserves and essentially ended imports except overland. This has prevented a major source of goods inflation and also taken 5mbl/d in normal consumption out of the market. Finally, politically, the US has many options including stopping exports of its own oil.
So much of the commentary on US pressure due to the straits being closed just focuses on US reserves and ignores that all major countries have these reserves and for exactly this reason and ignores that politically the US has many options at least to keep things going well domestically until the mid-terms.
manderson
ParticipantIf you go to argentina, it seems like it was already ethnically cleansed in the 1800s or 1940s. Far more people look like Pope Francis than any other ethnicity. My guess is the elites all see the writing on the wall for the USA and they saw what happened in the USSR when it collapsed, so they are jumping ship. The USA has the furthest to fall since so much of its economy is fake.
manderson
ParticipantExcellent commodity and AI commentary here. Thanks Periol
manderson
ParticipantI agree with you Mr. P.
More chaos surrounding the Strait of Hormuz is the short term goal of the whole war. Crush Europe more.
Trump wants the tankers to come to the US so he can have his cake (OIL) and eat Europe too.
manderson
ParticipantI know much of alt media is saying that Trump is an idiot and has made a huge mistake in Iran. Yes, that could be true. Of course, much of alt media pointed out that Ukraine was a mistake. And it continues to be one, but it also has the support of the Trump administration, which should tell us that the USA top does not yet see it as a mistake.
This brings me to my real point, I agree with Nima and Craig Murray here in these two separate works where they say that the war with Iran was planned since essentially trump’s first day in office. It IS accomplishing its goals for the USA. They expected the straits of hormuz to be shut. Only a long attrition war like that in Ukraine will successfully turn this into a mistake for the USA.
manderson
ParticipantThe MoonofAlabama highlights this piece by Tarik Cyril Amar. https://x.com/TarikCyrilAmar/status/1818580601219293405
The thesis of which is:
“Gaza is a Method. I intuitively agreed: It is obvious that the mass murder in Gaza outlines a pattern, a set of tools and measures of extermination, subjugation, and expulsion that are ready for export and will be in high demand – just like so much else of Israel’s spying, policing (if that is the word), and murder skills and tech have always been.”
Only a matter of time before this is used in the West on its own citizens.
manderson
ParticipantTrue, I think Postol and martyanov agree on the state of US elites doing strategy. And I agree with you, the miscalculation thinking the Russians do not see launches at sea when they actually can is very very dangerous. martyanov did his thesis on ASW so he’d know. Based on Martyanov’s blog, it seems he communicates with postol, so some professional disagreement. I would think that OTH radar is preferable and more defendable than satellites anyway.
manderson
ParticipantAlso martyanov has some thoughts on Ted Postol’s strategic ideas on ballistic missiles if you search his blog for “postol”. Here’s one. https://smoothiex12.blogspot.com/2024/06/responding-to-ted-postols-thesis.html
Still Postol provides a useful US perspective on the issue.
manderson
ParticipantVery interesting info RE hypersonics Mr P and Amarynth. I have always found it interesting that Andrei Martyanov says that Russia’s hypersonics are fully shoot and forget, which means that once they have received their target’s general area, they have active seeker capability, likely including imaging in some part of the spectrum to identify the target in the general area of the coordinates given at launch (e.g., by image correlation, which is how the houthis do some of their drone targeting).
manderson
ParticipantAlastair Crooke in his most recent video/column notes that Israel is split not only by the apartheid that so far has been the definitive aspect of Israel, but also between secular/commercial jews (Israel) and settlers (Judea). This split is not the same as secular vs religious, where many ultra orthodox are not armed. The settlers are an armed group which Alastair suggests could march on Tel Aviv for a coup d’état if any Israeli government tries to settle with the Palestinians or agree to a two state solution. Indeed, as I noted before, the insistence on the internationally recognized and legally rock solid “two state solution” seems to be exactly the wedge that forces Israel to destroy ITSELF as it’s radicals cannot reckon with the weakness of their state relative to Lebanon/Iran.
manderson
ParticipantPrivately-held debt also got Argentina in trouble and proved much harder to default on than IMF debt. Ethiopia stopped payment to the IMF for three years, essentially defaulting. When Argentina attempted similar re-negotiations with US bankers holding their debt there were many hold outs and then many many lawsuits and essentially non-stop demands to pay full price plus damages. Public bond issues (private debt) can be worse for nations because there’s no single entity to negotiate with and no way to declare bankruptcy.
Fortunately, Russia has started its own credit rating agency for exactly this reason. These US rating agencies also rate Russia as junk, despite glowing world bank reports, so clearly biased. https://www.reuters.com/article/business/russian-ratings-agency-acra-sees-portfolio-growing-as-foreigners-leave-idUSKBN19P1VB/
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