The Ultimate Price

Believing Entitlement

We know the periphery funds and labours for the Core.As education standards fall and the use of discernment was eradicated from our genome we now are prepped with the greatest misinformation theory on a hourly basis. Its the equivalent of subliminal learning being flashed in a constant barrage until a narravtive, a story becomes truth.

human drones looking at phones are everywhere

In global markets the narrative is immediately priced, the headline is the trade, risk is taken before the story and by the time one looks for truth/facts the trade is gone. The shillers of the game go on with no retribution, the misinformation is palmed off by the next narrative. The Orchestra doesn’t stop playing, the sounds of words without meaning continue. This is the western idealogue that has consumed itself and human drones looking at phones are everywhere.

While you where dodging drones on phones the big build continued in the east.Presidents XI and Putin met in Moscow and another phase began,all preapproved years before with some fine tuning added. Xi changed some wording in previous statements to exact the fact that China was no longer playing the game of the USD. He stated that the dollar was now a threat to China.This is possibly an end to diplomatic posturing and its now looking more like a line in the sand that can’t be crossed. With the talk came the action that other countries where wanting to see and they didn’t have to wait long; the joining of 2 super powers who hold both energy and manufacturing that must be the envy of the west because they buy all the goods off them. Mother Nature has placed the energy but the manufacturing, tooling was given away by the west. Davos theorists knew China would eventually become expensive and thought India would be the next cheap labour source and then finally Africa would round out this century. What they forgot was what they did to Japan, entirely wiping three decades off them via a deliberate hegemonic incarceration of their economy. What is becoming apparent, no economist alive in the Brics hasn’t studied this playbook and came up with strategies to combat the cause before the effect.

Other countries where now looking at a formalised trade protection and a draft set of guidelines to enter the BRICS++ which will take time but can start trading nearly immediately with SCO membership, so out they rolled and no one wants to be left behind, the Mexican President hit the dias and followed by African leaders with Kenya trading non US immediately and warning his people to dump any USD holdings. It was unconfirmed that 20 countries are seeking membership now but it could well be far more.Numbers are not that important here because any country can trade into the Brics system , its just likely that a country will have to set up an interbank system not on the SWIFT because its not only the USD that has to go its also it’s tracking control mechanisms. Focus is on the USD here but it is far wider than that, everything from the World Bank, BIS, IMF, Commodity Exchanges, WTO, WEF, WHO etc will be tossed to one side. Multipolar is the removal of all that is west and trade will continue on a case by case basis. This will include the now powerful corporations that work globally, they are heading for some massive changes and as an African leader said the days of taking our resources are over.

With the new envelope formed and sealed in Russia and protection now on offer the expansion of the BRICS is undeniably one of the biggest events in Geopolitics in our lifetimes. Just the sheer size of the Bloc which is receiving more interest by the day wouldn’t have been seen by anyone on both sides. But the push was done by the US. Nato being moved into Ukraine was a catalyst, seizure of a countries capital, including its expats, the endless printing of money, the enforcement of use of the USD. All worked in Syria,Iraq etc. they were small but it was never going to run well with a larger opponent who essentially had nothing to lose and couldn’t get a meeting up and running, and had been conned by Europe into an agreement they would never honour, the rest of the world where watching and the drones on phones pandemic hadn’t taken hold in a lot of countries like they thought it had.

As allegiances are forming faster than anyone would have ever imagined The Davos set who do the funding must be thinking what the hell is happening. By the time they manoeveur a new paradigm politically the subject is changed, the deal is done, they are being overdosed in the exact system they created except they now don’t control the speed. Middle East creating peace, Iran and Saudi Arabia to meet in China for peace and trade,Allande backing Merkel that it was a ruse in 2014, Russia writing off 20-30Billion in debt to Afircan Nations and the US administration creating alliances against themselves on a daily basis geopolitically not even AI could keep up. Economically speaking we have now entered another possible phase and after the lessons learned previously with the game essentially the same, the outcome should be far different from what had been before.

Nothing to Sea Here. Pun intended

Since November when all the blocks started to align, commodities have lifted off lows, capital has moved from paper to real assets, disturbingly for the US its not being returned as a base in UST and they are powerless to do anything. Countries are hedging sovereign wealth for their people and insulating against any future global problems, trust is gone. Positioning of the Multipolar Universe is rolling out. The one commodity that has been effectively left alone but has been stored from one end of the east to the other is Oil. While gold has been accumunlated for a possible inclusion in basing a new currency and even western CB’s have entered the hedge it may well be time for oil to shine. History is littered with attempts of countries to flex with oil reserves only to be beaten down time and time again. Something is very different this time, the US has used its Reserves to buffer the recoil from attempting to sanction, the play was two fold and they couldn’t loose. Using reserves kept inflation in check and what they produced could be sent at premium into the EU, by screwing sanctions harder, they would obtain more trade and receive a good return. A feature guarantee was to set a ceiling on the price per barrel which the EU dived into essentially locking the EU in. How you can dictate a price ceiling on something you don’t produce was never going to run but no point in jumping in front of the narrative. US hedged EU and the EU then hedged energy by printing which will be paid back by the periphery, this is the US tapping the EU tax base.With the US and EU locked together time has been unravelling at speed in the Multi Polar Universe.

Russia originally stepped in to Syria as a pushback against the GCC Gulf Co-op Council which is NATO, helping Iran at the same time. This opened the door for China to enter the arena. Russia realises its relationship with the US if the Middle East could be quietened and sides brought together China now needed to take a key role. What simply has been offered is protection by two nuclear super powers in return for trade and countries not interfering in other countries business. The coming together of Iran and Saudi Arabia and Syria being invited back into the fold seals the deal. Iran is a very strategic player and well positioned. Tehran will remain a signatory of the Non Proliferation Treaty - NPT effectively stopping the narratives of the west. The mediation by China has been extremely fast its all about trade and infrastructure, the Great Silk Road on steroids is underway and old history is being pieced together. What is of signifcance now is the protection offered to the Gulf States as well as their seas, Yemen finally hitting peace talks will be interesting when/if another tanker catches on fire.

The reliance issue on seabourne is being addressed as well by the new trading block with massive rail infrastructure projects being undertaken. Besides the Caspian and Gulf the new trade will be by road and rail interlinking many countries. It is probably a fair assumption that this infrastructure build will be the worlds largest construction undertaken this century with a lessening reliance on sea cargos moving into the future. France and China have completed such projects and are still an integral part of the rail relationship. The visit last week to Beijing reinforced the relationship with France very keen to stay the distance to pick up further work. Interesting that Macron was afforded the China leader privledge package with ceremonies and guards and a Army parade whilst Von de lugen was afforded the same as you and I would get, passport please anything to declare, simply put unelected non diplomats aren’t recognised. Nothing to See Here.

Gold is still catching a bid and expect oil to follow suit now with enough countries holding and massive infrastructure projects requiring this energy things may well get interesting. The US has used a lot of sour for diesel but shouldn’t have any issues,its doubtful they will attempt to restock given the economic problems they are facing. China’s announcement of a 5Tn fund for trading is another market going away from the US as well. We are at a point now beyond return to globalist doctrine no matter which way you spin it. The recent geopolitical changes have put more players in the game and producing countries have the leverage. They are also moving toward a massive expansion across a vast untapped divide. The key saving here could well be the large global corporations who will not tolerate the missed oppotunities that are on offer and countries realise this and France may well be the first of many to chase the golden goose across the seas for the sake of the economy.

Trading this reset is far from easy. Internally in the US the UST is on bid as well as stocks, industrial metals, gold, silver and BTC the entire tangible assets space is essentially being used as cover from the currency woes and fundamentals appear to be in the backseat and you really can’t blame funds/traders for this when faced with the rubbish being produced. Statements like we are building factories to produce our own goods again, okay but where are the tooling and skills coming from? Its a serious problem for funds that need to try and at the very least beat inflation and the falling value of the dollar, at these points in decline the narratives become absurd later than rather at the time.