Category: Finance & Economics

RIP the Petrodollar & Its Implications (Part 4 of a 4-part article)

Events From 17 July to 10 September The US/Israeli war against Iran began in earnest in 2024 and reached a peak in March 2026. Iran defeated both of them. It was the first major defeat suffered by the US/Israeli combination. After the MOU was signed in Versailles on 17 June by Trump — a surrender […]

RIP the Petrodollar & Its Implications (Part 3 of a 4-part article)

Abu Dhabi — The First Domino Has Fallen The cascade we predicted is starting. So why did the UAE just ask Washington for an emergency loan? Because this is not really about whether the UAE has money. It is about what the UAE would have to sell to get that money. And that brings us […]

RIP the Petrodollar & Its Implications (Part 2 of a 4-part article)

3. WHO Did 9/11 & WHY? In order to understand why the attacks of September 11, 2001, in New York took place, we will have to look at some background. It all has to do with the quest for American dominance of Eurasia. Russia, China and the Central Asian nations were rattled by these American […]

RIP the Petrodollar & Its Implications (Part 1 of a 4-part article)

Contents 1. Birth of the Petrodollar Formation of OPEC American oil companies entered the Middle East from the late 1920s through the 1930s, first in Bahrain and Kuwait and then in Saudi Arabia by the early 1930s. British oil companies were active in Iran and Iraq. By the end of World War II, in 1945, […]

China is Ready – The US is Not Part 3 (of a 3 Part Series)

11 Today Revolution in military affairs -RMA Although Iran is the most technically sophisticated adversary the US has fought directly since the Cold War, the country is a middling power suffocated by decades of sanctions. Americas military cannot keep up with Iran’s counter attacks or China’s technological leapfrog and cost advantages.  For illustration, Iran’s 2025 […]

AI or the Physical Economy – Which is Better for Humanity Part 2 (of a 2 Part Economy)

The story continues from Part 1. Back to China…… 3 Comparison between the World’s Two Largest Economies  A thermodynamic audit of China vs. the US and measuring civilizational rank in the 21st Century There are many ways to compare size of economies. The most common method is the nominal GDP, based on exchange rates of […]

AI or the Physical Economy – Which is Better for Humanity Part 1 (of a 2 Part Economy)

1 The American Century 2 The Physical Economy 3 Comparison between the World’s Two Largest Economies 4 The AI Bubble 5 The Financial Equation 6 Conclusion How did the current global situation come to this point? To answer this question, we have to go a bit back to the end old World War 2, in […]

The Calm Before the Storm Part 2 (of a 2 Part Series)

Quantitative Madness Here is where it began to go really bad. The largest Wall Street banks such as JP Morgan Chase, Wells Fargo, Citigroup or in London HSBC or Barclays, lent billions to their major corporate clients. The borrowers in turn used the liquidity, not to invest in new manufacturing or mining technology, but rather […]

The Calm Before the Storm Part 1 (of a 2 Part Series)

1 The US bond market 2 Europe 3 Russia 4 Iran Introduction  With the fall of the Soviet Union, the world was going to become a better place- according to the Rockefeller family. Just over 3 decades later, the celebratory mood looks positively deluded. The end of the Cold War brought not a peace dividend. […]

OPERATION TRUE PROMISE 4 – A Pre-Quell

To understand what is about to happen, and why the US is so desperate to attack Iran at this present time, we need to go back to August 2019. What is the Repo Market? In September 2019, a critical but obscure part of the financial system broke. Overnight borrowing rates in the repo market suddenly […]

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