Geopolitical Compass #6
OPEC+...FAFO. Another WEF puppet out of office in Finland. Summit for Serfdom cheat sheet.
Notable events in geopolitics and capital markets this week. Expand your perspective, gain context, and discover actionable insights.
Bitcoin
Most Still Don’t Understand It
But therein lies the asymmetry.
The macro people don’t understand what this is. The crypto people also miss the boat. Bitcoin is probably the biggest, best asymmetric bet over the next decade. Really, no one understands it.
This clip from a recent Stansberry Research interview is worth 15 minutes of your time if you believe you ‘get Bitcoin’ but don’t own any.
Tell me you don’t understand money, without saying you don’t understand money.
Whether you ascribe this to sheer ignorance (slight chance), or malevolent action (99%) - it’s sad that this is the type of creature that has and will continue to lurk the corridors of power with impunity for decades.
Stupid leaders, or malicious? What a choice.
Government Attack
On and off ramps are the easy choke point and the preferred government attack on Bitcoin.
The attacks will continue coming, just as they always have with gold throughout time.
But Bitcoin can exist in your head and can’t be confiscated like gold. If you think it will be different with gold this generation, perhaps it’s time to ask yourself why?
Gold, Bitcoin or both?
Bitcoin Whitepaper
Want to find out what’s it’s all about and are reading this on a Mac? Turns out Apple has hidden a copy of the Bitcoin Whitepaper in every modern copy of macOS for years. Open a Terminal and enter the following command:
open /System/Library/Image\ Capture/Devices/VirtualScanner.app/Contents/Resources/simpledoc.pdf
Serfdom Democracy
A handy cheat sheet provided by the US from their ‘Summit for Serfdom Democracy’ on which countries bow before by signing the events declaration instead of maintaining their independence:
Disappointing to see India and Serbia on the list. Notably the only nation from South East Asia endorsing the declaration is the Philippines. I think Asia will grow in size as a source for for capital in the decade ahead.
It’s worth keeping this list in mind when it comes to asset allocation. Who will go down with the sinking ship that is the US and EUSSR, and who is re-asserting their sovereignty as we enter a new world?
Expect more names on this list to pivot eventually. It’s all relative to how they are treated in the current system. It makes sense Iran pivoted much sooner after being bombarded by the US with sanctions over the years. India on the other hand has still benefited relatively well from the current fiat and political system and is only now going to start coming under more pressure as the US gnaws and thrashes in empirical decline. Once the system is made too inconvenient, they too will jettison the closer ties currently in place.
Finland
Prime Minister Sanna Marin convincingly defeated. Another globalist puppet out of office, but not before she caused immense damage including antagonising Finland’s largest neighbour by joining NATO.
This move will ensure Finland now simultaenously takes on the burden of becomming a heavily miliarised state as part of a decaying military block while at the same time cutting off a large economic trade partner. Findland’s neutrality after WWII is what saw it prosper to where it is today - had they been required to arm themselves to the teeth and constantly joust with the Soviet Union all those decades, does anyone seriously believe the country would be as advanced as it is now?
Bravo Sana, mission accomplished. But because she's young, loyal to the cause, happy to provide private lap dances for WEF leaders and fully indoctrinated, she will most likely ‘fail up’ into a new role at the EU, IMF or other compromised body.
It worked for von der Leyen multiple times.
When she was put forward by the European Council for President of the European Commission, her fellow Germans knew precisely what to expect. A poll found that only a third said she would be good at the job. Martin Schulz, a former president of the European parliament, did not mince his words. ‘Von der Leyen is our weakest minister,’ he said. ‘That is apparently good enough to head the European Commission.’ Having served as the deputy leader of Angela Merkel’s CDU party from 2010, she consistently achieved the lowest re-election results in the role’s history.
Germany
No Escaping Russian Assistance
Regardless of how hard it tries Germany can’t escape it's geography. But its pain is self-inflicted. Even during the depths of the Cold War, Russia prided itself on being a reliable partner and fulfilling its contracts.
Kazakhstan plans to increase the supply of oil to Germany via Russia’s Druzhba pipeline to 100,000 tons this month, the Central Asian country’s state pipeline operator, Kaztransoil, announced on Friday.
According to the company, it has thus far successfully delivered two 20,000-ton shipments of oil via the pipeline to Adamowo-Zastawa in Poland. From there, it was transported on to Germany’s PCK Refinery in Schwedt.
Surely German political leaders wouldn’t want to accept any oil that has traveled through Putler’s undemocratic pipeline?!
Housing Shortage
New Zealand
An interesting piece on Jacinda Ardern.
Over the years I have met, had lunch with, or dinner or drinks or meetings with a vast number of politicians. Some were great, most were average, but none, with one exception, were evil.
Removing freedoms from everyone, and then giving back the vaccinated some of those freedoms while callously using the media to help gaslight everyone into believing government permissions are freedoms, at the same time as creating two classes of citizen, is even nastier and evil. She’s convinced over 70 per cent of people that this divisiveness and nastiness are perfectly alright. She’s said it is OK to discriminate. She’s not even passed any laws to push her mandates; she’s just let businesses become her brownshirts in ostracising and demonising the unvaccinated. She’s allowed Aucklanders to be scapegoated even as she wrecked their businesses, jobs and dreams. It is never OK to discriminate. Yet that is what this evil woman has done.
Ardern’s evil mask slipped again with her speech at the United Nations, where she railed against free speech. She described free speech as a “weapon of war” and implored the United Nations to act against it. That is evil.
She’s no longer Prime Minister, so why do I bring this up? Because like all globalist puppets who remain loyal, she will be rewarded with another position soon to continue wreaking havoc. It doesn’t matter if it’s at the IMF, BIS, WTO, WHO, World Bank or any other of the alphabet soup bodies of the Bilderberg cabal.
Know your enemy.
OPEC+
1.6 million barrel per day production cut. No detailed analysis needed…
Russia
Foreign Policy
Revised foreign policy doctrine of Moscow has been released. Nothing new to anyone who actually reads/listens to Putin’s speeches. But then most in the West don’t, simply taking a sound bite or two that suits for propaganda headlines.
Key points include:
Moscow hopes that Western nations will realize that their policies of hostility, confrontation, and hegemonic ambitions have no future and eventually resume “pragmatic cooperation” with Russia on the grounds of mutual respect. Russia “is ready for dialogue and cooperation on such a basis,” the updated policy document states.
Moscow calls for “broad cooperation” to neutralize any attempts by nations or military blocs to seek global military dominance. The document also urges all nations to take steps to avoid global war and the risks of using nuclear weapons – as well as other weapons of mass destruction – by strengthening international strategic stability, arms control, and non-proliferation regimes through international treaties.
Moscow believes it can find friends and reliable partners all over the world, the updated doctrine states. Russia particularly considers Islamic civilization to be “friendly,” and believes that the Islamic world has “great prospects” and can become an independent and influential power in a polycentric world. It seeks to develop cooperation with all the major regional actors, including Iran, Türkiye, Saudi Arabia, Egypt, and others.
Russia also stands in solidarity with Africa in its desire to occupy a more prominent place in the world and eliminate inequality caused by the “neo-colonial policies of some developed states.” Moscow is ready to support the sovereignty and independence of African nations, including through security assistance as well as trade and investments, the new strategic document says.
In Latin America, Russia aims to develop relations “on a pragmatic, de-ideologized and mutually beneficial basis,” as well as strengthen the existing friendly ties with such nations as Brazil, Cuba, and Venezuela. Moscow is also open to cooperation with any other nations ready to be constructive in their relations with Russia.
Unlike the United States and EUSSR, when Moscow puts something in writing it both means it and abides by its word.
Technology
Claims that Russia will collapse without Western technology are still yet to play out. Meanwhile…
Today, Khabarovsk TV (Rossiya 1 Network) showed one of the assembly lines at Komsomolsk-on-Amur Aircraft Plant. On the photo are three brand new SSJ-New aircraft--fully Russified from PD-8 engines, to avionics by KRET, to other systems. First one is already "under electric power" and its first flight is expected (per Sdelano U Nas) shortly.
South Africa
Just when it seems South Africa is becoming uninvestable, the truth bombs of a non-compliant leadership class start dropping. There may be hope yet.
Foreign Minister Naledi Pandor:
You can't say because Ukraine was invaded that suddenly sovereignty is important, but it was never important for Palestine. If you believe in international law, then wherever sovereignty is infringed, it must apply.
It seems Julius Malema, politician and leader of Economic Freedom Fighters with around 10% vote share across political houses would welcome Russia’s updated foreign policy intentions.
Putin is welcome here, and no one is going to arrest Putin. If needs be, we’ll go and fetch Putin from the airport to his meeting. He will address and finish all his meetings, and we’ll take him back to the airport.
Ukraine
The Cocaine Dwarf’s world tour continues.
Wearing his camo outfit in foreign countries as he grifts for more money to steal for himself and his minders. It's all optics and theater for the sheep. Apparently we're meant to believe he could be called into battle at any moment and won't have time to change out of a suit.
It was announced that Tom Cruise was the world’s highest paid actor at $100 million for 2022. Clearly an oversight as the Cocaine Dwarf’s acting has pulled in tens of billions, though it’s unclear what his official take is. We know Dementia Joe’s is usually ‘10% for the big guy’, but the lack of clarity on the midget’s earnings is likely why he was left off the list.
Cannon Fodder
Leaked documents this week reveal US & NATO’s continued intention to try and weaken Russia using every last Ukrainian at their disposal.
Classified war documents detailing secret American and NATO plans for building up the Ukrainian military ahead of a planned offensive against Russian troops were posted this week on social media channels, senior Biden administration officials said.
United States
No surprises here. Dementia Joe forgets his instructions and needs to be reminded often.
Banana Republic level unlocked ✅
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