All about the giant bigly ponzi con…China is winning AI race, Nvidia says, as OpenAI begs US gov’t for bailout….
Geopolitical Economy Report
see….https://youtu.be/4odSW2lSUyI

I shall always treasure my hoard of lead Dinar, even though they buy nothing save wry smiles… 😉

see video...The $600 Trillion Market That Will Crash Everything in 2025

at….https://www.youtube.com/watch?v=Yn2njuVyXT8

When running a con in the Ponzi form it is vital to scram just before the collapse…Recalling Professor McGargle in Sally of the Sawdust… We see McGargle get caught running a crooked shell-game and running away…and then we see him pimp his “daughter” to a wealthy Judge, member of the “elite” of capitalism, and a “suitable rich boy…The Judge who himself is wealthy by means of real-estate swindles, er…”deals”…

from YT>

Warren Buffett called derivatives “financial weapons of mass destruction” in 2003. He was right. In 2008, a $60 trillion derivatives market nearly destroyed the global economy, requiring $29 trillion in bailouts to prevent total collapse. Today, that market is $600 trillion — ten times larger. When it explodes, and it will explode, there won’t be enough money in the world to stop it. This video reveals the invisible apocalypse sitting on the balance sheets of four American banks, waiting for a trigger that will arrive in 2025-2026. From Lehman Brothers’ $35 trillion in derivatives that destroyed the financial system in 2008, to AIG’s $500 billion in credit default swaps requiring a $180 billion taxpayer bailout, to today’s $600 trillion market concentrated in JPMorgan Chase ($54T), Citibank ($48T), Bank of America ($37T), and Goldman Sachs ($47T), this video uses financial data, historical analysis, and current market stress indicators to show why the next derivatives crisis will be worse than 2008, 1929, and the Great Depression combined: WHAT ARE DERIVATIVES: Financial contracts whose value derives from underlying assets
Bets on interest rates, credit risk, currencies, commodities
Create massive leverage (100-to-1 or higher)
$600 trillion notional value (6x global GDP of $100T)
Supposed to reduce risk, actually multiply it exponentially
Warren Buffett: “Financial weapons of mass destruction”
THE 2008 COLLAPSE (How $60T Almost Ended Civilization): 💥 Lehman Brothers: $35 trillion in derivatives, collapsed September 2008 💥 AIG: $500 billion in credit default swaps, required $180B bailout 💥 Total global bailout: $29 trillion (governments + central banks) 💥 Derivatives turned housing bubble into global catastrophe 💥 Counterparty risk spread like virus (Bank A fails → Bank B fails → Bank C fails) WHY IT’S 10X WORSE NOW: 📊 2008: $60 trillion in derivatives (nearly destroyed world) 📊 2025: $600 trillion in derivatives (TEN TIMES BIGGER) 📊 Interest rate derivatives: $500T+ (Fed raised rates fastest in 40 years) 📊 Credit derivatives: $50T (corporate debt $10T, defaults coming) 📊 Currency derivatives: $100T (dollar losing reserve status) 📊 Derivatives of derivatives (options on swaps, exponential leverage) THE CONCENTRATION RISK (4 Banks Hold $500 Trillion): JPMORGAN CHASE: $54 trillion in derivatives (notional)
Total capital: $300 billion
Leverage: 180-to-1 (180x capital in derivatives)
If 1% goes wrong = bank insolvent
CITIBANK: $48 trillion in derivatives
Total capital: $200 billion
Same concentration risk as JPMorgan
BANK OF AMERICA: $37 trillion in derivatives
Total capital: $280 billion
Survived 2008, vulnerable now
GOLDMAN SACHS: $47 trillion in derivatives
Total capital: $120 billion
400-to-1 leverage ratio
TOTAL: 4 banks = $186 trillion (nearly 2x global economy) THE TRIGGERS (What Will Blow It Up in 2025-2026): 1️⃣ INTEREST RATE VOLATILITY: $500T in derivatives tied to interest rates
Fed raised from 0% to 5%+ (2022-2023)
Fastest hiking cycle in 40 years
Banks hiding losses (don’t have to mark to market)
SVB, Signature, First Republic = warning shots (2023)
2️⃣ COMMERCIAL REAL ESTATE DEFAULTS: $2T+ mortgages refinancing 2025-2026
Financed at 3%, refinancing at 7-9% (triple the rate)
Owners will default (can’t support debt service)
Credit default swaps written on CMBS will trigger
$600B CMBS market = tens of billions in derivative payouts
3️⃣ EUROPEAN BANK FAILURES: Credit Suisse collapsed (March 2023), absorbed by UBS
Deutsche Bank: $40T+ in derivatives, credit default swaps spiked
If major European bank fails = triggers losses at US banks
Derivatives create global interconnection
4️⃣ SOVEREIGN DEBT CRISES: Japan: 260% debt-to-GDP (highest in developed world)
If Japan raises rates or investors lose confidence = yen collapse
Derivative exposure to Japanese bonds = global losses
China: $13T local government debt, real estate collapsing
Evergrande, Country Garden defaults spreading through system
5️⃣ GEOPOLITICAL SHOCKS: China-Taiwan war = semiconductor production stops
Ukraine escalation = energy shocks
Middle East conflict = oil to $200/barrel
Any creates violent market movements that blow up derivative positions

Best Army in Europe. Cogent case that the character of the Germans is no longer so German, since large and long years of influx of peoples and cultures of not German character. Moreover, best in Europe is not a high bar to meet. It is quite clearly not “better than the Red Army”, and cannot be. Even when it was very good, it was not good enough, and now it’d be hopeless. Such chatter is silly.

Good observation about mutiny. There was in Vietnam a general mutiny and many “riots” and refusal of orders – generally by “gun-decking”   – bluntly, lying. Sometimes by more violent means. I wonder if the captain or the EO and officers generally of the Ford are safe below deck without MP’s. “Gun-decking” is the USN term, the Army has another…

I never did see no roundtable, but here’s Larry “Gunner” Johnson and Uncle Ray chattin’ with Napolitano…https://youtu.be/fIW4HUtzVYE

Well, I miss things…he’s a smart fella….

https://www.wmtv15news.com/2025/11/07/trump-administration-seeks-halt-snap-food-aid-payments-after-court-order/   Court so ordered for November 100%, admin wants a modification or abeyance…it’s not settled. Some people got paid in full, but it’s already the 7th…and December rolls our way.

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Stumpy says the Court will go against the Fatboy…the power to tax lies only with the Congress, the executive has no power to levy a tax. That’s quite plain in the USC. It seems they don’t buy that claim of emergency…it does not fit the definition in law anyway. Napolitano has held forth on the matter. (He’s spot on with his Constitutional Law, imho, but since Lincoln the executive has routinely violated the USC…such that if by magic the Laws were suddenly made to conform, most of the apparatus would disappear. He’s unrealistic. … and for fun, what would the Country be? 50 Sovereigns ! A Coast Guard and a mint… No railroad regulation, no social security…ah! The thing is crazy! I take it that the entire enterprise of the US was simply a temporizing ad hoc effort…and the 1789 Constitution was probably not ratified properly anyway… nice try fellas… internal contradictions an’ all…it never was going to work, and there is no American Civilization…that was imaginary.

Bessent Panics As U.S. Bonds Near Major Collapse Over $1 TRILLION In Reversal Payments
Sean Foo…………https://youtu.be/ywZHxe-iUJ4   Napolitano spoke to the matter of so-called “reversal”…it’s does not apply, he said it’s established law that the court can stop the “tariffs” but that untangling the amounts and the plaintiffs is not feasible. Everybody has been taxed, right down to Stumpy… And the regime gets to keep the swag… according to Napolitano…. Nevertheless one may expect legal actions anyway…

Sean wrote:

FOO IN THE ROOM!
SEAN FOO —Geopolitical Finance

Update: November 7-8, 2025

WILL SCOTUS OVERTURN TRUMP’S TARIFFS? | Bessent Panics As U.S. Debt Nears Major Collapse Over $1 TRILLION In Reversal Payments!

Three associated Justices of the Supreme Court of the United States owe their seats to Donald Trump who during his first term had a situation beyond his wildest dreams. Many of the so-called liberal Justices had to retire mainly for health reasons.

Two of these Justice Ruth Bader Ginsburg (1993–2020) and Justice Stephen G. Breyer (1994–2022) hoped to put off retirement, to hold on until the next Democratic President which was Joe Biden. The reasoning went: so that the court could maintain its balance of 4 liberal justices and 4 conservative justices with Justice Breyer being the swing vote on decisions.

The implication being that cases brought before the court with a particular bias, either liberal or conservative could be really argued out at trial and hopefully the justices could then deliberate and make a fair 5/4 decision based on the merits of the case.

This was largely the reasoning behind the founding fathers in 1789 creating the court because besides being landed gentry they believed in philosophical argument as part of the process making laws of the land that made-up the United States. Arguments, they said being of aforethought and benevolent while intent on being the antithesis of the British Parliament which passed laws but then seeing theee laws possibly being overturned subject to the whims of the monarch. It was well-meaning, noble but given what we know today rather naive. But I digress…

So the make up,of the court in 2025 is a conservative bench, the make-up being 6/3: six solid conservatives and three liberal justices. Meaning when cases are brought before the court on appeal, the conservative view will usually prevail.

What this has meant is that every court ruling in favor of liberal social policy going as far back to the civil rights cases of the 1960s, and in particular the landmark case on abortion rights, Roe v. Wade which conservative Republicans have hated since it was handed down in 1973, and which was finally overturned some in 2022.

Hmm, so the question is will SCOTUS overturn Trump’s Tariff policy and force him to return the monies he squirreled away as a result of his April 2 liberation day?. When push comes to shove and Trump makes a few phone calls to people who owe him their jobs, I expect the answer to be no.

Yes, there is a case to be made that the Tariffs add additional taxation on people who can barely afford to keep roofs over their heads and food on the table, but sympathy is not a requirement for conservative justices on SCOTUS they will decide if the powers of the President can rule by proclamation and regulation. I would prefer outcomeinfavor of people, doing it rough, but realism and political pressure play into this decision. This outcome would humiliate Trump and th rule is mostly that you never bite the hand that fees you.

While it’s true the law is an ass, it is also not fair. There is a reason why Justice wears a blindfold when weighing the scales…so we shall see.

Sean calls the ball.

SAC:
In a big update, the Supreme court is pushing back against Trump’s tariffs. But if they do get struck down, a US bond meltdown could be imminent as a massive reversal payment could be triggered.

Seems the fella twigged to the hustle…https://youtu.be/jHEgqi_O0Wg  If’n ya want to know about a girl, ask a lady, like your mother or your sister… Honey Trap? Yewbetcha…not everybody’s been in a Rolls Royce…

https://youtu.be/kJ1Hb-oT71Y

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Stimulatin’ topic! Jiang Xueqin’s Prophecies of Global Collapse and Civil War 📉

ahdoantink the fella’s a Skull and Bones fella…but he went to Yale…

https://tatsuikeda.substack.com/p/jiang-xueqins-prophecies-of-global

“Through his “Civilization” lecture series and viral YouTube channel, Jiang has outlined a comprehensive theory of civilizational decline that connects everything from the Protestant Reformation to Bitcoin, from Putin’s war strategy to the coming “Age of Prophets.” His May 2024 prediction that Trump would win re-election and lead America into war with Iran—which drew over 680,000 views and proved remarkably prescient—transformed him from education reformer to prophet of collapse almost overnight.”

and

“Most provocatively, he offers specific predictions—including a U.S. ground invasion of Iran by March 2027 that will trigger a Second American Civil War.”   How Jolly!

Includes 15 minute audio…

In Part two we read: “Through the analysis that follows, a portrait of ruling elite anxiety emerges that seeks to channel itself through strategic innovation. This ruling class would rather risk civilizational collapse than accept a multipolar world in which Western supremacy becomes one option among many rather than the only legitimate organizing principle for human society.” My bold

Now let’s visit the bard again, act 5 of MacBeth…

“The Thane of Fife had a wife: where is she now? What! Will these hands ne’er be clean? No more o’ that, my lord, no more o’ that: you mar all with this starting” (let us remember that it was she who did the initial ambition driven murder – does this mind me of the affair, the “correction” done at Dalles?)     Chattering walking asleep: “To bed, to bed: there’s knocking at the gate. Come, come, come, come, give me your hand. What’s done cannot be undone. To bed, to bed, to bed”  (she’s gone insane, and was she always insane?)

And MacBeth…Some say he’s mad; others that lesser hate him / Do call it valiant fury; but, for certain, / He cannot buckle his distemper’d cause / Within the belt of rule”  (sound familiar?)

Then MacBeth learns that the army he faces cannot fail to prevail, and we learn the ruling method of a desperate failure...”Hang those that talk of fear: Give me mine armour”  The Doctor enters  “therein the patient / Must minister to herself ”  iirc pretty soon she’s dead, the enterprise has failed.

Now then, what has the bard told us about how the western “elites” enterprise will end? Thus is the grand strategy that nature will impose upon the Civilizational Peoples revealed…by the sword the nazis ruled…and temporized too…and the flood will come to them.

Weaponizing Time – Part II: The Global Operating System of Western Power

https://themindness.substack.com/p/weaponizing-time-part-ii-the-global