Friday, November 28, 2025

Prepping For 2026

 Preppers,


  Pursuant to the financial analysis predicting economic collapse, with which I opened the recent blog post "Domino Theory"  https://drjohnsblog.substack.com/p/domino-theory  I am presenting Professor Ugo Bardi's blog post that the venerable World-3 computer model from The LimitsTo Growth analysis, has had its data set updated, and it spits out the decline of global indiustrial output, hard and fast, in 2026. This does not mean every country equally. I think Europe will go down particularly hard, but I'm quite willing to be wrong again.  Are we on the Edge of Collapse? Impressive Data from a Recalibration of World3 - Staring at the Cliff right in front of us.   https://senecaeffect.substack.com/p/are-we-on-the-edge-of-collapse-impressive​   


  Gilbert Doctorow tries not to ride the Trump roller-coaster, but:  Ukrainian capitulation in the coming weeks may be expected….thanks to Mr. Trump
​ I frankly admit that I have underestimated Trump’s capacity for duplicity that he has used to outmaneuver his opponents abroad in the EU, in Ukraine and at home in the USA, on Capitol Hill and in the media.
​  I have no doubt that Team Trump are behind the corruption investigation raid on the home of the power behind the throne in Kiev, Andrii Yermak, who was forced to resign late today. The fall of Zelensky on corruption charges cannot be more than days away.
​  Accordingly, I must revise my views on what happened at the US-Ukraine meeting in Geneva at the start of the week that produced a revised 19-point plan to suit the Zelensky gang which we were told would be foisted on the Russians. No, that was pure political theater and we may assume that the original 29- point plan developed jointly by Steve Witkoff for the American side and Kirill Dmitriev for the Russians will be the basis for the renewed US-Russian talks on ending the war that likely will take place next week in Budapest chaired by Trump and Putin.
​  This is all happening with blinding speed that has left the Trump’s opponents speechless.
​  However, one European leader did have something to say in the past day that also contributes to the foreseeable political collapse of Ukraine and possibly to the collapse of the war mongers who dominate present European politics. I have in mind the Belgian Prime Minister Bart De Wever who rejected von der Leyen’s insistent promotion of confiscation of frozen Russian state assets held in Euroclear now not only because of financial risk that the confiscation will be reversed in court challenges by Russia that will follow but, more importantly today, because the confiscation would work directly against the ongoing peace negotiations. So von der Leyen’s perfidy to European interests in peace on the Continent has been called out.​   
https://gilbertdoctorow.substack.com/p/ukrainian-capitulation-in-the-coming

​  The first 6 minutes are a good geopolitical update of US-Russia negotiations: Trump Pursues Peace, Ignoring Europe​ - The Zaporizhzhia Offensive Is Now Unstoppable​, MS 2025.11.28​   https://www.youtube.com/watch?v=8c7ieSDzKuI

​  November 26 (heh,heh) EU 'ready' to propose Russian assets loan despite Belgian doubts
"I cannot see any scenario in which the European taxpayers alone will pay the bill," von der Leyen said​   https://www.euractiv.com/news/eu-ready-to-propose-russian-assets-loan-despite-belgian-doubts/

​  Also in November 26 rearview-mirror: As potential Ukraine deal looms, France and Britain map out boots-on-ground role
Emmanuel Macron on Tuesday announced a new joint task-force — with U.S. buy-in — aiming at “finalized security guarantees” if a peace deal lands.​   https://www.politico.eu/article/potential-deal-looms-france-and-britain-map-out-role-ukraine/

​  Heavy rain sees part of West Bank apartheid wall collapse and Syrian forest fires extinguished
Flash floods have hit the region after a night of heavy rain storm, with part of Israel's separation wall in the West Bank coming down​   
https://www.newarab.com/news/flash-floods-collapse-west-bank-apartheid-wall-amid-mena-storm

​  Trump Gaza Plan Condemned as ‘Concentration Camps Within a Mass Concentration Camp’
After previous plans by Israel for the mass expulsion of Palestinians, onlookers fear the proposal to house some displaced Palestinians in “compounds” they may not be allowed to leave.​  
https://www.commondreams.org/news/trump-gaza-compounds  

​  Israeli army, Shin Bet begin ‘large-scale’ operation against West Bank resistance
Hebrew media reports say resistance groups in the occupied West Bank have been working to strengthen their forces​   
https://thecradle.co/articles/israeli-army-shin-bet-begin-large-scale-operation-against-west-bank-resistance

​  UK's Jonathan Cook, Review judge pulled from Palestine Action hearing at last hour, in patent stitch-up
Having a ruling from a panel of three judges is a desperate attempt to create a veneer of judicial authority in support of the actions of Keir Starmer's outlaw government​   https://jonathancook.substack.com/p/review-judge-pulled-from-palestine

Jeffrey Epstein Aided Alan Dershowitz’s Attack on Mearsheimer and Walt’s “Israel Lobby”​ (book)​   https://israelpalestinenews.org/jeffrey-epstein-aided-alan-dershowitzs-attack-on-mearsheimer-and-walts-israel-lobby/

​  He knows he can be Charlie-Kirked: Americans wake up to the cost of supporting Israel
​ Tucker Carlson, the most influential conservative host in the U.S., just turned on Israel. He was considered an unshakable ally by them. He did so with a level of bluntness no American TV figure ever dared.
​  On air, in front of millions, he dropped the bomb: ‘There is no such thing as ‘God’s chosen people. God does not choose child-killers. This is heresy, these are criminals and thieves.’
​  This wasn’t commentary…This was a declaration of war on the entire Israeli narrative.​   
https://michaelwalshwriter.com/2025/11/26/americans-wake-up-to-the-cost-of-supporting-israel/

​  Child Amputees in Gaza Use Makeshift Prosthetics as Israel Restricts Medical Supplies
 Rateb was severely wounded in an Israeli airstrike in Khan Younis earlier this year that killed his mother and brother. His right leg was crushed and had to be amputated. He has undergone five surgeries in his abdomen since the attack.
​  “I felt sad that I’m no longer like the other kids because my leg was amputated. I don’t know how to play with them. I wish I had a leg so I could play with my friends,” he said.
​  Desperate to move again, Rateb and his cousin fashioned the prosthetic leg out of a plastic sewage pipe he found in the street. “I don’t want to give up, and my determination is strong. I dream of having a real prosthetic limb,” Rateb said. “If my leg hadn’t been cut off, the first place I’d go is the field to play football. I want to return to our home and have my mom, my dad, and my leg with me.”​   
https://www.dropsitenews.com/p/gaza-child-amputees-makeshift-prosthetics-limbs-israeli-restrictions-hamad-hospital

Israeli attacks killed 6 people in Rafah, Beit Lahia in latest violation of ceasefire deal​    https://www.aa.com.tr/en/middle-east/israeli-army-kills-6-palestinians-in-gaza-despite-ceasefire/3754613

​  "Brownshirts" Settler violence in the Israeli-occupied West Bank continues to escalate. Extremist settlers recently attacked a Bedouin community and also targeted Israeli activists who were present.   https://www.dw.com/en/israeli-settler-violence-in-occupied-west-bank-hits-new-high/video-74901740

​  UAE, Israel quietly advanced 'Peace Railway' amid Gaza genocide: Report
The railway will move goods from India through the UAE, Saudi Arabia, and Jordan before reaching Haifa for export to Europe and the US​   
https://thecradle.co/articles/uae-israel-quietly-advanced-peace-railway-amid-gaza-genocide-report#google_vignette

​  'We will disarm Hezbollah': Israeli war chief threatens new war in Lebanon
The new threat comes just days after Israel’s assassination of Hezbollah’s top military official in Beirut​   
https://thecradle.co/articles-id/34492

​  Israeli Troops Suffer Rare Casualties In Brazen Ground Raid On Syrian Town
Israel on Friday launched another unprovoked major attack on Syria, which has killed at least 13 people, including children - and additionally some 25 have been reported injured.
​  In this instance, the assault on the southern Syrian town Beit Jinn was a rare ground raid by Israeli forces, likely accompanied by air and artillery support.
​  "The Israeli military said six soldiers were wounded, three of them severely, by militant fire during the raid in the village of Beit Jinn," Reuters reports based on official sources. It's unclear whether the IDF forces incurred fatalities, but if so the Israeli government is likely to keep it under wraps.​   https://www.zerohedge.com/geopolitical/israeli-troops-suffer-rare-casualties-brazen-ground-raid-syrian-town

How Israel markets its US-funded genocidal weapons to the world​   https://israelpalestinenews.org/how-israel-markets-its-us-funded-genocidal-weapons-to-the-world/

​ The rationale is not the reason. What is the reason? Secret DOJ memo exposes flaws in US boat strike justification
​ The Trump administration is presenting its missile strikes on drug-running boats in the Caribbean as an act of collective self-defense on behalf of regional partners, The Guardian reported, citing three people directly familiar with the internal legal rationale, according to Al-Mayadeen.
​  The justification hinges on an assertion, without publicly available evidence, that drug cartels are engaged in armed hostilities against the security forces of allies such as Mexico, funded through cocaine shipments.
​  Under this reasoning, the US claims the strikes target the cocaine itself and that any deaths aboard the vessels should be viewed as combatant casualties or collateral harm rather than unlawful killings.​..
..But the internal rationale stands in stark contrast to Donald Trump’s public messaging, which has consistently framed the 21 lethal strikes, resulting in more than 80 deaths, as an effort to stem overdose fatalities...
​  If accepted, the argument would mark the first time the US has claimed, contentiously and against the prevailing understanding, that cartels are using cocaine revenues to wage warfare, rather than primarily to generate profit.
​  In a statement, a Justice Department spokesperson said, “These operations were ordered consistent with the law of armed conflict.”​   
https://en.mehrnews.com/news/239208/Secret-DOJ-memo-exposes-flaws-in-US-boat-strike-justification

US Has Been Conducting "Bomber Attack Demos" Buzzing Venezuela Once Per Week​   https://www.zerohedge.com/military/us-has-been-conducting-bomber-attack-demos-buzzing-venezuela-once-week

US plans further troop deployments to fight drug trafficking, Hegseth says​   https://www.arabnews.com/node/2624088/world

​  Each large, expensive chopper will shoot down how many little, cheap, explosive drones? U.S. Army Orders $4.7 Billion in AH-64E Apache Helicopters for Counter-Drone Missions.   https://www.armyrecognition.com/news/aerospace-news/2025/u-s-army-orders-4-7-billion-in-ah-64e-apache-helicopters-for-counter-drone-missions

DragonFire laser shoots down high‑speed drones traveling at 400mph, costs $13 per shot — UK Navy to begin deploying system on destroyers​   https://www.tomshardware.com/tech-industry/uk-dragonfire-laser-downs-high-speed-drones

U.S. picks British Kraken for autonomous surface and subsurface drone fleet program.​   https://www.armyrecognition.com/news/navy-news/2025/u-s-picks-british-kraken-for-autonomous-surface-and-subsurface-drone-fleet-program

​  US Troops Fight ISIS Militants on the Ground in Somalia’s Puntland Region
The raid targeted a cave in the Caal-Miskaad mountains and involved 10 helicopters, according to local media reports​   
https://news.antiwar.com/2025/11/25/us-troops-fight-isis-militants-on-the-ground-in-somalias-puntland-region/

​  Oops, ​we maybe just ​mudered an innocent prominent-citizen... US Is Aware of Reports That It Killed a Civilian Clan Elder in a Somalia Airstrike
The airstrike was launched in Somalia's northern Sanag region on September 13
​  “This was an unexpected and shocking incident,” Faisal Abdillahi, the Sanag region’s intelligence chief, said last month, according to Hiraan Online. “A man driving his car was bombed from the air. We, the officials, had no prior knowledge or warning. The deceased was a prominent figure who worked closely with the community. We don’t understand why he was targeted.”​   https://news.antiwar.com/2025/11/26/us-is-aware-of-reports-that-it-killed-a-civilian-clan-elder-in-a-somalia-airstrike/

​  Never, ever follow illegal orders... Trump Says Urging Troops to Refuse Illegal Orders Is “Sedition.” This Air Force Officer Once Did Just That.
  In 2011, Air Force Maj. Richard Rynearson refused a drone strike he believed was unconstitutional in a real-world test of the debate now consuming Washington.   https://theiceman.substack.com/p/trump-says-urging-troops-to-refuse

REP. MASSIE says FBI staff threatened a member of his staff with a criminal investigation if he "didn't straighten up and play ball."​   https://x.com/DD_Geopolitics/status/1993770560489422933

  Trump’s Immigration Forces Deploy “Less Lethal” Weapons in Dangerous Ways, Skirting Rules and Maiming Protesters​   
https://www.propublica.org/article/ice-border-patrol-less-lethal-weapons?

​  The guy was a US assassin against Taliban high-value targets, moved here with his wife and kids. His stay was re-approved by the Trump admin. in May.  
Trump Pushes 'Reverse Migration' As National Guard Member Dies Following Potential DC 'Terrorist' Attack
  The Thanksgiving-week attack down the street from the White House - perpetrated by an Afghan national with prior ties to the U.S. military and intelligence community, such as the CIA - has heightened national-security concerns following the fatality of one West Virginia Guardsman and the critical wounding of another,   https://www.zerohedge.com/political/guard-member-dies-after-potential-dc-terrorist-attack-trump-pushes-emergency-migration

​  Is Trump's Third World Immigration Ban A Precursor To The Insurrection Act?
​ Over the Thanksgiving holiday, U.S. President Donald Trump announced sweeping plans to tighten immigration rules, including a suspension on migration from “Third World Countries” and cancellation of all federal benefits and subsidies to “noncitizens” in the country.
​  The decision comes after a terror attack (the shooting of two National Guardsmen) involving an Afghan migrant, Rahmanullah Lakanwal, admitted to the US under a program for Afghan refugees launched by Joe Biden in 2021 (Operation Allies Welcome).
​  However, the Trump Admin approved the man's asylum application in 2025 based on his aid to CIA operations in Afghanistan over a ten year period.​   
https://www.zerohedge.com/political/trumps-third-world-immigration-ban-precursor-insurrection-act

Trump Moves To "Terminate" All Of Biden's Autopen'd Orders​   http://zerohedge.com/political/trump-moves-terminate-all-bidens-autopend-orders

​  Stablecoin issuer Tether holds 116 tons of physical gold, placing it on par with central banks such as those in South Korea, Hungary and Greece.
Tether’s day-to-day operations mirror several core functions traditionally associated with central banks. It mints and redeems USDt directly for verified customers, effectively expanding or contracting supply through its primary market pipeline.
​  It also manages a large reserve portfolio dominated by short-duration US Treasurys, along with gold and Bitcoin. The company generates central bank–like income by earning interest on those Treasurys while issuing a non-interest-bearing token.
​  Beyond that, Tether employs policy-style tools, such as freezing addresses at the request of law enforcement and phasing out blockchains to reduce risk.​   
https://www.zerohedge.com/precious-metals/tethers-116-ton-gold-hoard-rivals-reserves-korea-and-hungary-jefferies

​  Not overproduction, but destruction of economic demand by war, sanctions and economic contraction: Wall Street Warns of a Deepening Oil Glut in 2026   https://oilprice.com/Energy/Energy-General/Wall-Street-Warns-of-a-Deepening-Oil-Glut-in-2026.html

  But Trump's sanctions...  India's November Russian oil imports set to hit five-month high Russian President Vladimir Putin is due to visit the South Asian country next month, according to the Kremlin.
https://www.deccanherald.com/india/indias-november-russian-oil-imports-set-to-hit-five-month-high-3809867

​  Trump urged Japan to avoid escalation in China dispute, sources say
US President Donald Trump asked Japanese Prime Minister Sanae Takaichi not to further escalate a dispute with China during talks this week, sources aware of the matter said on Nov 27, as he tries to preserve a fragile trade war truce with Beijing.​   https://www.straitstimes.com/asia/east-asia/trump-told-japans-pm-to-lower-the-tone-on-taiwan-wsj-reports

​This keeps happening around the Gulf of China: U.S MQ-9 Reaper Crashes in Yellow Sea, 15 Miles Off South Korea’s Western Coast   https://www.thedefensenews.com/news-details/US-MQ-9-Reaper-Crashes-in-Yellow-Sea-15-Miles-Off-South-Koreas-Western-Coast/

"New-Labour", that is... UK Labour’s budget piles on suffering for workers, but not enough to satisfy ruling class​   https://www.wsws.org/en/articles/2025/11/26/vthy-n26.html

​  Flock Camera Vulnerability: It’s Worse Than You Think
Yves here. This post provides an important service in spreading the word about how easily Flock cameras, sold as license plate readers but actually broad surveillance cameras, can be hacked and their videos altered.​   https://www.nakedcapitalism.com/2025/11/flock-camera-vulnerability-its-worse-than-you-think.html

​  Will "terrorist" become as meaningless as "antisemitic"? Flock Safety’s CEO Garrett Langley just called the transparency activists at http://Deflock.me “terrorists.” So, if mapping cameras is "terrorism"… what do we call mass surveillance of millions of innocent drivers?​   https://x.com/JasonBassler1/status/1993015264775127463

​  Pardoned pro-lifers say DOJ used AI ‘deepfake’ video to convict them
According to these peaceful pro-life rescuers, court testimonies from abortion workers, police, and other witnesses contradict the ‘outrageous’ video that presented them as violent.​   
https://www.lifesitenews.com/news/exclusive-pardoned-pro-lifers-say-doj-used-ai-deepfake-video-to-convict-them/

Has the bailout of generative AI already begun?​  Or is pouring a pile of government money in just a coincidence?​   https://garymarcus.substack.com/p/has-the-bailout-of-generative-ai

​  Musk’s AI supercomputer, used by U.S. military, secretly relies on Chinese hardware
Records obtained by Oligarch Watch reveal that the facility relies on Chinese transformers, creating a major security vulnerability.​   
https://oligarchwatch.substack.com/p/musks-ai-supercomputer-used-by-us

​  Britain plots atomic reboot as datacenter demand surges
Taskforce calls UK the priciest place on Earth to build nuclear projects and urges radical regulatory reset​   
https://www.theregister.com/2025/11/25/uk_nuclear_power_reform/

​  ‘The precedent is Flint’: How Oregon’s data center boom is supercharging a water crisis
Amazon has come to the state’s eastern farmland, worsening a water pollution problem that’s been linked to cancer and miscarriages​   
https://thefern.org/2025/11/the-precedent-is-flint-how-oregons-data-center-boom-is-supercharging-a-water-crisis/?

‘It’s hell for us here’: Mumbai families suffer as datacentres keep the city hooked on coal​   https://www.theguardian.com/technology/2025/nov/24/mumbai-datacentres-coal-air-pollution

When the well runs dry​ - As the water evaporates in their overheated world, crop farmers and livestock herders in Chad are spilling blood instead.​   https://continent.substack.com/p/when-the-well-runs-dry

​I didn't know they had one: Thailand to send aircraft carrier for flood relief as rain intensifies   https://www.straitstimes.com/asia/se-asia/thailand-to-send-aircraft-carrier-for-flood-relief-as-rains-intensify

Chemical pollution drives prostate cancer, falling sperm counts​ - Chemical pollution drives prostate cancer, falling sperm counts​   https://climateandcapitalism.com/2025/11/25/chemical-pollution-drives-prostate-cancer-falling-sperm-counts/

​  NEW STUDY: High-Dose Vitamin C Is a Potent Anti-Cancer Agent
Decades of evidence reveal that vitamin C attacks cancer through four powerful mechanisms: pro-oxidative cytotoxicity, epigenetic reprogramming, signaling-pathway suppression, and immune activation.​   
https://www.thefocalpoints.com/p/new-study-high-dose-vitamin-c-is

​Against Cancer (pictured with Thanksgiving tomatoes, containing vitamin-C)


Thursday, November 27, 2025

Anticipating Thanksgiving

 Fortunate Humans,


  Atypically, because I rarely watch much video, I will open with this well-prepared global strategic military/financial/economic analysis from Yanis Varoufakis, which might be somewhat processed for clarity and brevity. It does not waste time at all. 
  Venezuela has the largest proven oil reserves in the world, but they are very expensive to extract, demanding a lot of infrastructure, which has languished badly under US embargo, so exports are 1/4 of what they were 12 years ago. 
  Venezuela just got declared a "terrorist" regime by the US, which will heavily sanction any country buying Venezuelan oil, which is mostly China and India, whose industries need the cheap, discounted oil. Criminal proceedings for "trading-with-terrorists" could also ensue, further raising costs, including for Europeans.
  Venezuela has already lost 25% of her population in these past dozen years, and can be economically collapsed. More refugees are leaving, some coming to the US. This really stresses Columbia, Panama and other neighbors. It guts Venezuela of productive workers. It has forced Venezuela to use $US as currency.
  Russia has strategic interests in Venezuela, political and economic. Venezuela helps keep the US from complete hegemony, as do Russia and Iran, by supplying oil outside the hegemonic $US trade system. Currently, that system is applying "maximum pressure" against this subversion, in what looks like a frozen conflict.
  The US has a huge naval strike force completing the embargo right now, and Russia has supplied weapons to Venezuela which can inflict great expense upon these forces, by sinking the Gerald Ford aircraft carrier, for instance. Missiles that are specialized for this mount to Russian Sukhoi attack aircraft. Venezuela has air-defense systems which would bring down US aircraft. Russia has removed obstacles to supplying Kalibr and Oreshnik missiles to Venezuela. Some may already have been supplied, along with Russian forces, and a Russian general in command. Russian naval vessels are visiting.
  The effect of this is to make the risk of massive losses too high for the US to proceed to full assault on Venezuela, for fear of global humiliation, such as losing the world's largest aircraft carrier to Venezuela and Russian missiles. Meanwhile, the US has those vessels tied down in the Caribbean, not the South China Sea nor the Mideast, and the ongoing cost of that is substantial, an increase in US deficit spending.
  The rest of the world is much less interested in buying US Treasury debt, seeing the trajectory of the debt itself, and the likelihood of the $US not maintaining global reserve currency status, even in the next 5 years. This creates a stand-off between the hegemon in decline and BRICS+, seeking to advance carefully.
  This is going to last a while. It is intimately tied to global financial and trade architecture, which is now a theater of military conflict, also. The US is involved in Venezuela, Palestine/Israel/Mideast, Ukraine (still) and regarding Taiwan, China, Southeast Asia and Pacific trade routes, a paralytic overextension of forces.
Russia's Missiles Target U.S. Navy — Venezuela's Deadly Warning to Washington | Yanis Varoufakis   https://www.youtube.com/watch?v=4VAgD2avxl8

​  Venezuela Just Called Russia for Help—and Putin Answered​ - Several hundred Russian soldiers are said to be deployed in Venezuela, along with at least one general.​   https://nationalinterest.org/blog/buzz/venezuela-just-called-russia-for-help-putin-answered-bw-112225

  Rand Paul Warns Trump War in Venezuela Will ‘Fracture’ Movement -  “I think a lot of people, including myself, were attracted to the president because of his reticence to get us involved in foreign war.”   https://libertarianinstitute.org/news/rand-paul-warns-trump-war-in-venezuela-will-fracture-movement/

​Not oversupply of oil, but military-financial-economic destruction of demand for oil: JP Morgan Says Oil Prices Could Plunge Into $30s by 2027   https://oilprice.com/Energy/Oil-Prices/JP-Morgan-Says-Oil-Prices-Could-Plunge-Into-30s-by-2027.html

  Ukraine "will agree to everything except" limiting its army size, territorial concessions to Russia, and permanently renouncing NATO membership. 
The Stumbling BlockRussian Forces Push Towards Zaporizhzhia - Pokrovsk Battle Rages OnMS 2025.11.26   https://www.youtube.com/watch?v=GbRRZwUOzLs

 Andrew Korybko, Were The Brits Behind Bloomberg’s Russian-US Leaks?
 Ushakov declined to comment on his talks with Witkoff but said that “Somebody tapped, somebody leaked, but not us” whereas Dmitriev flat-out described his purported call with Ushakov as “fake”. For his part, Trump defended Witkoff’s alleged “coaching” of Ushakov on how Putin should deal with him by reminding everyone “That’s what a dealmaker does. You got to say, ‘Look, they want this – you got to convince them with this.’ That’s a very standard form of negotiations.”
  As regards the possibility that the draft framework was Russian-influenced, the notion of which has been pushed by the legacy media to discredit the proposed mutual compromises therein, that was already debunked. Secretary of State Marco Rubio, who also serves as National Security Advisor, said that “The peace proposal was authored by the U.S. It is offered as a strong framework for ongoing negotiations It is based on input from the Russian side. But it is also based on previous and ongoing input from Ukraine.”
 Therefore, neither transcript is scandalous even if their contents were accurately reported, yet the question arises of who might have tapped and leaked these calls. Intriguingly, earlier the same day that Bloomberg later published their report, Russia’s Foreign Intelligence Service warned that the UK “aims to undermine Trump’s efforts to resolve the conflict by discrediting him.” Readers will recall the UK’s role in Russiagate, which they conspired with the CIA, FBI, and the Clinton camp to cook up to against him...
..Accordingly, Bloomberg’ Russian-US leaks can be considered a British intelligence operation for derailing the peace process and perpetuating the conflict from which the UK profits, not to mention meddling in the midterms by giving a fake news-driven boost to the Democrats. Trump revealed that Witkoff will meet with Putin on Monday and might even be joined by his son-in-law Jared Kushner, who helped negotiate the Gaza deal, so more British provocations are expected out of desperation to ruin their talks.   https://korybko.substack.com/p/were-the-brits-behind-bloombergs

​  Simplicius, 'Settlement' Carnival Reaches Fever Pitch as Antsy Euros Jockey for Relevancy
​ The ‘peace settlement’ shenanigans continue their descent into kabuki farce. The back and forth tug between “28 point” plans and “19 point” plans and everything in between is nearing the slapstick absurdity of a Monty Python skit.
​  Russia—yesterday through Lavrov and Peskov—continues to maintain that no real plan has been presented to the Russian side yet, and that all military objectives of the SMO must be achieved. So what is the point, exactly, of this loony back-and-forth, which is crescendoing to hysterical levels?
​  Each side has its own axe to grind: for the Europeans it’s not only to save Ukraine and the cabal’s war against Russia, but to save their own hides, political careers, etc. The entire EU is now riding on Ukraine as the sole predominant issue—if a catastrophic failure here takes place, a firestorm could sweep away virtually every hated sock-puppet like Macron, Merz, Starmer, et al.
​  In short, it’s a mad dash to salvage the disintegrating nearly 100-year-old Ukrainian-Western project. For Ukrainian political elites, the purpose now is to stuff their pockets before the collapse while ensuring protection for themselves in the ensuing storm.​..
​..Putin’s much more direct statement was that Russia is already achieving all of its military goals, implying peace talks are not a necessity, though Russia remains open to them under the strict condition that detailed discussions on all major demands be carried out:​ “Russian goals are already BEING ACHIEVED on the battlefield but we are ready for peace talks.​ Resolving the conflict peacefully requires detailed discussions.”​...
..Macron: “We must put French and British troops in Kiev and Odessa…”
​  In short, the Euro-cabal is desperate to force Russia into an unfavorable ceasefire to immediately inject NATO troops and “freeze” the conflict for however long it takes to re-arm and re-generate the AFU for round two of this existential clash of civilizations.​   
https://simplicius76.substack.com/p/settlement-carnival-reaches-fever

  Notably anti-war: Le Pen's Revenge? Bardella Projected To Win 2027 French Election Runoff In All Scenarios
Even if Le Pen is banned from running for president in 2027, her protégé, Bardella, is ahead of all competitors in a new poll.​   https://www.zerohedge.com/geopolitical/le-pens-revenge-bardella-projected-win-2027-french-election-runoff-all-scenarios

​  D​aniel McAdams, Ron Paul Institute, Did Rubio 'Neo-Con' Trump's Ukraine Peace Plan?
President Trump’s demand that Ukraine’s acting president, Zelensky, accept the terms by Thanksgiving or face a cut-off in US military and intelligence assistance put the Europeans and US hawks in panic mode. It appeared Trump was finally tired of playing Hamlet after the framework he presented in Alaska in August was agreed upon by Russia and then abandoned by Trump himself after receiving an earful from said Europeans and US neocons.
​  This time, by golly, Trump was finally going to step up and end a conflict nearly a year after he promised to end it 24 hours.
And then Rubio walked in.​..
​..Politico lets us in on what happened next, in a piece titled, “Rubio changes the tack of Trump’s Ukraine negotiations after week of chaos.”
​  "Before Rubio showed up in Switzerland, it largely felt like Vice President JD Vance, via his close friend Driscoll, was leading the process. By the end of the weekend, Rubio had taken the reins because the conversations became more flexible, the official said.​"
​  “Flexibility” means that we are back to square one, with a reversion to the Kellogg/Euro view that the side winning a war should unilaterally freeze military operations in favor of the losing side.
​  Politico continued:
​  "Rubio’s participation in the talks produced much more American flexibility
, the four people familiar with the discussions said. Rubio told reporters on Sunday night that the aim is simply to finalize discussions ‘as soon as possible,’ rather than by Thanksgiving.​"
​  That loss of momentum and destruction of the sense of urgency means we have returned to the endless bickering of the eternally deluded voices who even in the face of rapid recent Russian advances believe that Ukraine is winning – or could win with a few hundred billion more dollars – the war against Russia.​..
..Marco Rubio is a pretty bad Kissinger, and Kissinger was bad enough. At some point – and that point may have now passed – the Russians are going to rightly conclude that they have no negotiating partner in a US still dominated by people like the former Senator from Florida whose first love is regime change in Venezuela and Cuba.
​  Whatever the case, Trump should be pretty miffed that Marco threw a spanner in what would have been a world record, unprecedented, universally-praised, like-nothing-the-world-has-ever-seen, solving of NINE wars in just his first year in office!​   
https://www.zerohedge.com/geopolitical/did-rubio-neo-con-trumps-ukraine-peace-plan

  Japan Just Pulled the Pin as Global Debt Bomb is About to Explode
Japan holds $1.2 trillion in U.S. Treasuries..With a 250% debt-to-GDP ratio, Japan has long defied gravity by keeping yields near zero. That era just ended. Yields on 20- and 30-year Japanese bonds are breaking records. Inflation is rising. The yen is falling. And Tokyo is about to flood the market with more debt.
  The result? A no-win scenario for the Bank of Japan: print more yen and crash the currency, or step back and let rates spiral. Either choice risks triggering a global debt shock.
  Japan's capital is already moving home. U.S. debt markets could lose their largest foreign buyer just as Washington is paying over $1 trillion annually in interest.
  Worse, the yen carry trade... a multi-trillion-dollar global liquidity engine is breaking down. One false move, and the unwind could hammer treasuries, stocks, even real estate.   
https://www.zerohedge.com/news/2025-11-25/japan-just-pulled-pin-global-debt-bomb-about-explode

 ​  Japan to Deploy Medium-Range Missiles on Yonaguni Island, Just 110 km From Taiwan
​ Japan has confirmed plans to deploy medium-range surface-to-air missiles on Yonaguni Island, a tiny outpost just about 110 km from Taiwan, in a move aimed at strengthening air defence and deterring an increasingly assertive China. The deployment is part of a wider missile and force build-up along Japan’s southwestern island chain facing the East China Sea and Taiwan Strait.​..
​..Deployed on Yonaguni, such a system would form a dense air-defence umbrella over key sea lanes between Taiwan and the Ryukyu islands, complicating any hostile attempt to use aircraft or cruise missiles in a Taiwan contingency.​..
..Together, these steps are designed to create an anti-access / area-denial (A2/AD) barrier stretching from Kyushu down toward Taiwan, constraining Chinese air and naval manoeuvre in any crisis...
​..After Japanese leaders suggested that an attack on Taiwan could threaten Japan’s own survival and justify intervention, the Chinese Consul General in Osaka posted a now-deleted threat on social media about “cutting off the head that sticks its nose into everything”...
..Taiwan, by contrast, has generally welcomed Japan’s tougher posture, seeing the Ryukyu missile belt – including Yonaguni – as a crucial backstop against a People’s Liberation Army (PLA) attempt to encircle or blockade the island...
..On Yonaguni, reactions are mixed. The island has traditionally relied on tourism, fishing and small-scale agriculture, and many residents worry that intensified militarization could turn their home into a frontline battlefield in a great-power conflict. Reports describe how radar stations, military housing and expanded port facilities have transformed parts of the island’s landscape, even as some locals welcome the economic benefits of base construction and troop presence.​   https://www.thedefensenews.com/news-details/Japan-to-Deploy-Medium-Range-Missiles-on-Yonaguni-Island-Just-110-km-From-Taiwan/

Taiwan Boosts Defense Budget To $40BN As President Lai Lashes Out At Beijing​  https://www.zerohedge.com/geopolitical/taiwan-boosts-defense-budget-40bn-president-lai-lashes-out-against-beijing

​ Werner von Braun said the last play to goose military spending before WW-3 would be the Alien-Threat: "Like Fish In A Barrel" - The US military and other nations around the world allegedly used nuclear weapons to shoot down UFOs and harvest their technology from the crashed remains. 
​  The shocking claims were made by filmmaker and director Dan Farah, who spent four years secretly interviewing high-level members of the US government and military regarding the existence of extraterrestrials.
​  While speaking on the Joe Rogan Experience podcast on Friday, Farah said he had learned from unnamed sources responsible for the retrieval of these UFOs that nuclear testing carried out in the 1950s was often done to secretly disable alien craft.
​  'One of the realizations early on was that atomic weapon testing, nuclear weapon testing, has a ripple effect that can down these things,' Farah explained.
​  He added that the US military started setting off high altitude nuclear tests to essentially 'shoot fish in a barrel,' a practice that the Russians quickly followed to disable UFOs for their own experiments...

..Farah said the nuclear explosions were deliberately carried out by elements of the US military intelligence community and their peers in foreign military intelligence communities, including the Soviet Union, to capture advanced technology.
​  However, the film's director and those who were interviewed for the documentary did not provide any physical evidence of extraterrestrial life or a government cover-up to back up their testimonies.
​  The US Department of Energy (DOE) said in an official report that America carried out 1,054 nuclear bomb tests between 1945 and 1992. Those included several high-altitude detonations, meaning they exploded over 31 miles above Earth.
​  The potentially catastrophic atomic detonations ... came after the US military spotted these strange craft appearing over nuclear weapons sites and bomber bases.
​  'Our defense capabilities and our nuclear progress essentially are being monitored,' Farah told Rogan during the podcast.
​  In addition to high-altitude atomic tests, the US and other nations detonated hundreds of nuclear weapons underwater during the Cold War, and Farah said this was directly linked to even more sightings of UFOs entering and exiting Earth's oceans.
​  According to the 2015 report from DOE, at least five of these atomic tests took place in the Pacific Ocean between 1946 and 1962.
'It's like throwing dynamite into the river. Fishing with dynamite. Oh my God, that's so crazy,' Rogan declared.
​  Both Farah and Rogan referenced recent claims made by Tennessee congressman Tim Burchett, who said US Navy personnel were aware of 'five or six' underwater UFO bases right off the US coast.
​  Burchett, a member of the House Oversight Committee overseeing UFO reports, has not produced any verifiable physical evidence, such as artifacts or clear footage of these underwater craft, to confirm the existence of alien bases.
​  Farah said that several US officials, including Secretary of State Marco Rubio and former Director of National Intelligence (DNI) James Clapper, revealed the world was now locked in a Cold War to reengineer the alien technology recovered from these ships.
​  During his interviews, government officials admitted this new, secret Cold War would be far more consequential than the original nuclear arms race.
​  Members of Congress and the White House revealed in the documentary that the US, Russia, and China were all racing to be the first to fully weaponize non-human tech...
​..According to Farah, Rubio was especially worried that China would beat the US in the race to unlock the secrets of alien technology recovered from all around the world.
  'He literally says in the film, is If we don't get our act together and take this more seriously as a country, we're going to wake up one day, we're going to find out the hard way that China got there,' Farah recounted from his interview with Rubio.
​  'We won't know when or how, but to quote him, ​"we will be screwed​"... His chin buckled when he said it. He was dead serious, and he was super concerned and you could feel it.'
​  Farah revealed that he had spoken to members of the Trump Administration, and the president has already ordered to current DNI Tulsi Gabbard to investigate the claims presented in the new documentary and find out what's being kept secret from him and former presidents.​   
https://www.dailymail.co.uk/sciencetech/article-15322091/US-military-nuclear-bombs-shoot-UFOs.html

​ The boy looks mentally ill to me:  "Allahu Akbar": D.C. National Guard Shooter Identified As Afghan National Who Entered U.S. During Biden Years
 The suspect in the shooting of two National Guard members in Washington, D.C., is 29-year-old Afghan national Rahmanullah Lakanwal. Law-enforcement officials told Galvez that Lakanwal entered the U.S. in 2021 during the Biden-Harris regime.​..
..Fox News sources report the shooter overstayed his visa and was in the country illegally...
..Earlier, D.C. Mayor Muriel Bowser described the attack on the two National Guard members as "targeted." West Virginia's governor initially stated that both Guardsmen had died, but later clarified that there is conflicting information about their conditions.​..
..Shortly after the attack, President Trump requested an additional 500 National Guard troops for the Washington, D.C., area. This move suggests the deployment may involve more than routine efforts to clean up homeless encampments or deter street crime.​   https://www.zerohedge.com/political/least-one-national-guard-member-reportedly-shot-near-white-house

​  Trump-MbS Meeting Was Strained Behind Closed Doors: 'Disappointment & Irritation'
While the two leaders exchanged compliments in front of the cameras, aspects of the private discussion were strained, Axios noted. Officials described Trump as being frustrated by the resistance he encountered from the crown prince on joining the Abraham Accords.
​  Bin Salman presented his stance that a firm commitment toward a two-state solution involving the Palestinians must be made for Saudi Arabia to join the accords.
​  MbS reportedly argued that he has to represent his people at a moment Saudi public sentiment has turned sharply against Israel in the aftermath the Gaza war.
​  But Trump had "pressed hard" on the issue in the November 18 meeting, Axios underscored. One unnamed admin official explained in the meeting's aftermath, "The best way to say it is disappointment and irritation. The president really wants them to join the Abraham Accord. He tried very hard to talk him. It was an honest discussion. But MBS is a strong man. He stood his ground."​   
https://www.zerohedge.com/political/new-details-say-trump-mbs-meeting-was-strained-behind-closed-doors-disappointment

Gaza truce violated by Israel nearly 500 times in 44 days​   https://en.mehrnews.com/news/239092/Gaza-truce-violated-by-Israel-nearly-500-times-in-44-days

​  Israel Has Killed 339 Palestinians in Gaza in Ceasefire Violations: Health Ministry
Heavy Israeli attacks on Saturday killed more than 20 Palestinians​   
https://news.antiwar.com/2025/11/23/israel-has-killed-339-palestinians-in-gaza-in-ceasefire-violations-health-ministry/

‘Everything is soaked’: Winter rains in Gaza bring new misery for Palestinians​   https://www.arabnews.com/node/2623922/middle-east

A Palestinian Boy Waited for His School Bus. An Israeli Soldier Fired a Tear-gas Canister in His Face​   https://israelpalestinenews.org/a-palestinian-boy-waited-for-his-school-bus-an-israeli-soldier-fired-a-tear-gas-canister-in-his-face/

UN condemns torture in landslide vote, but Israel and US oppose resolution​   https://israelpalestinenews.org/un-general-assembly-us-and-israel/

​  Palestinians in Gaza being killed, receive restricted aid despite ceasefire, says Palestine’s UN envoy
'Palestinians are still being killed and maimed, with aid restricted and reconstruction delayed,' Riyad Mansour tells UN Security Council​   
https://www.aa.com.tr/en/middle-east/palestinians-in-gaza-being-killed-receive-restricted-aid-despite-ceasefire-says-palestine-s-un-envoy/3752928

Israel’s Netanyahu Vows to Keep Striking Hamas and Hezbollah​   https://english.aawsat.com/arab-world/5211860-israel%E2%80%99s-netanyahu-vows-keep-striking-hamas-and-hezbollah

​  Knesset committee approves bill allowing Israelis to own property in occupied West Bank​ - There was no immediate comment from Palestinian Authority or Jordan on Israeli bill​   https://www.aa.com.tr/en/middle-east/knesset-committee-approves-bill-allowing-israelis-to-own-property-in-occupied-west-bank/3753981

Thousands going deaf due to bombing in Gaza – Not a Ceasefire Day 44​   https://israelpalestinenews.org/thousands-going-deaf-due-to-bombing-in-gaza-not-a-ceasefire-day-44/

​  Israel letting in only one-third of agreed aid trucks under truce: Gaza authorities
Malnutrition levels among Gaza’s population have exceeded 90 percent, authorities warn.​   
https://www.trtworld.com/article/afa9ea711105

​Eleni sends this, hopeful that Lebanon might gain from undersea gas, coveted by Israel: Cyprus and Lebanon Ratify Long-Awaited Maritime Border Deal   https://greekreporter.com/2025/11/26/cyprus-lebanon-ratify-maritime-border-deal/

Iran Claims US and Israel Plotting to Kill Khamenei​   https://ground.news/article/iran-claims-us-and-israel-plotting-to-kill-khamenei_0309bd

​  Congressman Thomas Massie raised serious concerns about the influential forces surrounding the release of the Jeffrey Epstein files, suggesting that Israeli intelligence and the CIA are deeply implicated.​   https://nationalfile.com/congressman-thomas-massie-says-israel-is-influencing-the-epstein-file-release/

​  MAGA math just doesn’t add up for Trump and Mike Johnson after Marjorie Taylor Greene leaves Congress
The president and House speaker already have a slim majority in the House. Greene’s exit, writes Eric Garcia, makes their jobs much harder​   
https://www.independent.co.uk/news/world/americas/us-politics/mtg-trump-johnson-house-republicans-math-majority-b2872277.html

​  FDA Chief: Fauci '100% Involved" In "Massive" COVID-19 Origins Cover-Up
​ Food and Drug Administration Commissioner Dr. Marty Makary accused former top health official Dr. Anthony Fauci of orchestrating a "massive cover-up" of the origins of Covid-19. In an interview with "Pod Force One” podcast, Makary said that Fauci, who served as director of the National Institute of Allergy and Infectious Disease during the pandemic, worked to suppress the Wuhan lab-leak theory.   https://www.zerohedge.com/political/fda-chief-fauci-involved-massive-covid-19-origins-cover

​  Meryl Nass MD,  NYT editorialist took the very sensible piece by Bhattacharya and Memoli I featured 2 days ago, and created a straw man to beat them up and denigrate healthy lifestyles and safer scientific pursuits
​  But the article led me to a poll with extremely interesting results regarding how the public REALLY feels post-COVID​   https://merylnass.substack.com/p/nyt-editorialist-took-the-very-sensible

​  Meryl Nass MD, Did at least one federal agency hide vaccine data from HHS Secretary RFK, Jr.? On hidden camera, a GAO official admits they did
And makes the false claim that RFK is trying to delete data--again, the pot calling the kettle black!​   https://merylnass.substack.com/p/did-at-least-one-federal-agency-hide

​  Carefully not-looking there: Peter McCullough MD, Federal Funding for Autism Research Ignores Childhood Vaccines as Major Risk Factor
Aims intentionally overlook fundamental origin of autism crisis​   https://www.thefocalpoints.com/p/federal-funding-for-autism-research

​  The Untold “Lee Harvey Oswald” Back Story That Exposes The Ultra-Secret Assassination Plot​  Posted on November 22, 2025 by State of the Nation
  Lee Harvey Oswald Framed by the CIA Because He Infiltrated Their Assassination Conspiracy & Was Working Directly for the Kennedy Brothers​   https://stateofthenation.info/?p=41500

​Out In The Open (pictured mowing near the drip irrigated garden yesterday morning)


Tuesday, November 25, 2025

Domino Theory

 Anticipating Consequences,

  
  WARNING Dramatic Language: Hal Turner, The "Experts" are Telling me "2026 Everything Comes Apart; Nothing Can Stop it"
There's a $38 trillion time bomb ticking in the heart of the American financial system, and in 2026, it's going to detonate​...
..Right now, as you're reading this, over $500 billion in corporate debt is racing toward a refinancing deadline.​.. Companies that borrowed money at 3% interest rates during the pandemic boom are about to face 9% rates when those loans come due. Banks that seemed rock solid are sitting on portfolios of commercial real estate loans that are worth half what they were two years ago​...
..Every expert who saw 2008 coming, every economist who predicted the dot-com crash, every analyst who called the housing bubble, they're all saying the same thing: "2026 is the year everything breaks," but here's what makes this different from every other financial crisis in American history.
​  This time, the government can't save us, the Federal Reserve's ammunition is spent, the Treasury's balance sheet is maxed out, and the very foundation of American economic power, the bond market that has backstopped every crisis since World War II, is about to crack under the weight of unsustainable debt...
​..The first domino is already wobbling. It's called the refinancing wall, and it's coming at the American credit markets like a freight train. In 2020, 2021, and 2022, when interest rates were essentially zero, American companies went on the biggest borrowing binge in corporate history... Those bonds come due. Those loans need to be refinanced. And in 2026, over $500 billion worth of this debt hits maturity all at once.
​  Companies that borrowed at 5% are going to face refinancing costs of 8, 9, maybe 10%. That's not just an increase, that's a fundamental shift in the economics of American business. A company that could comfortably service debt at 5% might be bankrupt at 10%.​..
..The marginal companies, the ones that were already struggling, the ones that use cheap debt to paper over fundamental problems, they're going to fail. And when they fail, they're going to take their lenders with them.​..
..This is where the second domino comes into play. The lenders aren't traditional banks anymore...  While everyone was focused on regulating banks after 2008, making them safer, forcing them to hold more capital, a shadow banking system emerged. Private credit funds, leveraged loan vehicles, collateralized loan obligations... They now control over $250 trillion in assets globally. That's half of all financial assets on the planet...
​..Traditional banks are regulated. They have deposit insurance. They have access to Federal Reserve emergency lending.​ They have government backstops. Shadow banks have none of that. When a traditional bank faces a crisis, regulators can step in, inject capital, arrange mergers, prevent contagion.
​  When a shadow bank fails, it just fails. And it takes its investors with it.​..
..Now as 2026 approaches, these funds are facing their own crisis.
​  Investors are demanding redemptions. The easy money that flowed into private credit during the boom years is flowing back out. Fund managers are hoarding cash, avoiding new commitments, preparing for the worst.
​  So just when corporate America needs refinancing the most, just when $500 billion in debt needs to roll over, the very institutions that were supposed to provide that refinancing are stepping back. It's a classic liquidity crunch.​..  
​..And when that happens in credit markets, prices don't just rise, they spike. Companies that might have been able to refinance at 8% suddenly face 12, 15, maybe no financing at all. That's when the third domino falls.
​  COMMERCIAL REAL ESTATE
​  This sector has been quietly bleeding for two years, but most people haven't noticed because the problems have been hidden by accounting tricks and "extend and pretend" strategies. Office buildings across America are sitting 40 to 50% vacant, not because of temporary pandemic effects, but because of permanent structural changes in how Americans work.​..
..Buildings that were financed based on pre-pandemic occupancy rates and rental income can't support their debt at current vacancy levels. Mortgages that made sense when buildings were 90% occupied become unsustainable when they're 50% occupied.
​  And these mortgages are coming due. Over the next 18 months, hundreds of billions in commercial real estate debt needs to be refinanced.
 Some of these banks have 30, 40, even 50% of their loan portfolio in commercial real estate...
..We've already seen the preview. Silicon Valley Bank collapsed in March 2023, the second largest bank failure in American history.​ Signature Bank failed the same weekFirst Republic Bank failed in May 2023. These weren't subprime lenders or risky investment banks.​ These were supposedly conservative regional banks that got caught holding assets that lost value when interest rates rose rapidly.​..
..And here's where the fourth domino enters the picture, the bond market.
The United States government currently owes $38.2 trillion. That's more debt than the entire global economy produced in a single year just two decades ago.
​  The annual interest payment on that debt is approaching $1.2 trillion, more than defense spending, more than Medicare, more than anything except Social Security. And those interest payments are DUE every month, as old debt at low rates matures and gets replaced with new debt at higher rates. For decades, this didn't matter, because there was always demand for US government bonds.​..
..When the credit crisis hits, when private companies start defaulting, when regional banks start failing, when commercial real estate collapses, investors are going to demand higher yields to hold US government debt, not because the US government is going to default, but because the currency  that debt is denominated in is going to be worth less.​..
​..The government could find itself in a situation where it's borrowing money just to pay interest on existing debt. And that's the definition of a debt spiral... The Fed can't cut rates to zero because inflation is still a concern. The government can't run massive deficits because it's already running a deficit of 7% of GDP during peacetime. The very institutions that saved the system in 2008 are constrained by their own balance sheet problems.
​  This is why 2026 won't be just another recession. It will be a system reset.​..
..The insurance industry represents the fifth domino, and it's potentially the most dangerous one because it's the least understood. Life insurance companies, property casualty insurers, reinsurance giants, they've all been reaching for yield in the low interest rate environment. Unable to generate adequate returns from traditional government bonds and high-grade corporate debt, they've moved deeper and deeper into riskier assets.​..
​..They're all chasing the same yields, investing in the same asset classes, following the same strategies that seem smart when rates were low but look catastrophic when rates are high. When commercial real estate starts defaulting, when corporate credit blows up, when CLOS start losing value, insurance companies are going to face massive losses on their investment portfolios. But unlike banks, which can raise capital or get bailed out, insurance companies have a different problem.
​  They have liabilities, policies they've written, claims they have to pay, guaranteed returns they've promised to policyholders. If an insurance company's investment portfolio loses 20% of its value, that's not just a balance sheet problem. It's a solvency crisis.
​  The company might not have enough assets to cover its liabilities. Policyholders will demand their money back, but the assets can't be liquidated quickly without taking massive losses. It's a classic run on the bank scenario​...
..The systemic risk here is enormous because insurance companies are interconnected with every other part of the financial system. They're counterparties to banks through derivatives contracts. They're major holders of corporate bonds and commercial mortgages.​ They provide credit insurance to other financial institutions. When insurance companies start failing, they don't fail in isolation. They take their counterparties with them...   ..This brings us to the sixth domino, and it's the one that makes this crisis different from anything we've seen before, the Federal Reserve's balance sheetSince 2008, the Fed has been the buyer of last resort for the American financial system. When mortgage markets seized up, the Fed bought mortgage-backed securities.
​  When corporate credit markets froze, the Fed created emergency lending facilities. When state and local governments faced funding crises, the Fed stepped in with municipal bond purchases. The Fed's balance sheet expanded from $900 billion before the 2008 crisis to nearly $9 trillion at its peak during the pandemic.​..
​..The Fed essentially became the shock absorber for the entire American financial system. Every crisis, every market dislocation, every liquidity crunch, the solution was the same.
​  The Fed would create money and buy whatever assets were under stress. But there's a problem with this strategy. It only works if people believe the money the Fed creates has value.​.. And that belief is starting to crack.​..
​..The Fed tried to regain credibility by raising interest rates aggressively in 2022 and 2023. They shrank their balance sheet through quantitative tightening. They talked tough about fighting inflation.
​  But they didn't actually solve the underlying problem, they just postponed it. The $9 trillion in assets they created didn't disappear. It's still sloshing around the financial system, creating distortions and imbalances that make the system more fragile, not less.
​  When the 2026 crisis hits, the Fed will face an impossible choice. They can create more money to bail out failing institutions, but that will trigger a currency crisis, as people lose confidence in the dollar. Or they can let the institutions fail, but that will trigger a deflationary collapse as credit contracts and asset prices plummet.
​  Either path leads to economic catastrophe...
​..American economic hegemony, built on the foundation of dollar dominance, could end within months of the crisis beginning.​..
​..2026 will be the year the American financial system faces its reckoning. Corporate debt, shadow banking, commercial real estate, government bonds, insurance companies, Federal Reserve policy, they're all connected in a web so complex that when one thread snaps, the entire structure unravels. This isn't a prediction anymore.​ It's mathematics.​   https://halturnerradioshow.com/index.php/news-selections/national-news/the-experts-are-telling-me-2026-everything-comes-apart-nothing-can-stop-it

Bessent Says Americans To See 'Substantial Refunds' Next Year, No Risk Of Recession​   https://www.zerohedge.com/political/bessent-says-americans-see-substantial-refunds-next-year-no-risk-recession

​  Moon of Alabama (to prevent a panic): Executive Order Provides For Bailout Of Overextended AI Companies   
By allowing for a bailout of over extended AI companies via ‘Manhattan Project’ sized federal spending Trump is also attempting to prevent a stock market slump that would cost the Republicans the majority in the House.​   https://www.moonofalabama.org/2025/11/executive-order-provides-for-bailout-of-overextended-ai-companies.html

​  Trump’s Peace Deal: An Analysis. Dr. Paul C. Roberts
​ I have gone over the Russian proposal for ending conflict and Trump’s proposal. In some respects Trump’s proposal gives Putin more of what Putin wants than does the Russian proposal. Trump makes Putin pay for this by requiring the use of Russian frozen assets to rebuild Ukraine and by denying recognition to the area already incorporated into Russia, but still uncleared of Ukrainian forces.
​  Trump’s proposal, characteristically, also introduces the US into the agreement in a profit-making manner. Frozen Russian assets will be used for payment of US companies tasked with rebuilding Ukraine.​..
..From the beginning of the military conflict I have said that what Putin wants from the conflict is a mutual security agreement with the West that brings the hostilities, not merely the conflict in Ukraine, to an end. This is what Trump offers.   https://www.globalresearch.ca/trump-peace-deal-analysis/5906568

​  From Saturday 11/22/25: “U.S. Has Approved This Escalation”. Kiev Regime Attacks Civilians Within Russian Territory. Russia Downs U.S. Tactical Missile System (ATACMS). Act of Sabotage of Trump’s Peace Plan?   https://www.globalresearch.ca/breaking-trump-approves-military-escalation-kiev-regime-attacks-civilian-targets-within-russian-territory-russia-downs-u-s-tactical-missile-system-atacms-with-the-support-of-the-u-s/5906411

  These systems survive a week or two in Ukraine: Germany Delivers New Patriot Long Range Air Defence Systems to Ukraine: Can They Stop Russian Missile Attacks?   https://militarywatchmagazine.com/article/germany-delivers-patriot-ukraine

  Naked Capitalism analysis fails to look-under-the-hood; takes things at face-value. Yes, there are provisions Europe gets to cut, like paying to rebuild Ukraine.  
The Poison Pill in the US Peace Plan for Ukraine: Europe Written Into the Outline​   https://www.nakedcapitalism.com/2025/11/the-poison-pill-in-the-us-peace-plan-for-ukraine-europe-written-into-the-outline.html

​  The Germans, French​, British, Danes, etc. will pay Ukraine to keep fighting Russia: Back to 1991 borders? "The war will end after Crimea returns to Ukraine, Stefanchuk says. Verkhovna Rada Speaker Ruslan Stefanchuk stated that occupied Crimea is part of Ukraine, and the war will end with its return. This was stated during a press conference with Swedish Speaker Andreas Norlén."​   https://x.com/I_Katchanovski/status/1993035746677031361

​  U.S. and Russia hold new talks as Ukraine hopes to finalize a peace deal
Army Secretary Dan Driscoll met with a Russian delegation in the capital of the United Arab Emirates on Monday evening, and was expected to hold more meetings Tuesday, two U.S. officials told NBC News.
 
​  “The talks are going well and we remain optimistic," Lt. Col. Jeff Tolbert, an Army spokesman, said in a statement. “Secretary Driscoll is closely synchronized with the White House and the U.S. interagency as these talks progress,” he said.
​  A Ukrainian delegation is also in Abu Dhabi and Driscoll is in touch with those officials, according to Tolbert.​   
https://www.nbcnews.com/world/ukraine/ukraine-deal-zelenskyy-trump-meeting-russia-war-abu-dhabi-talks-rcna245800

​  Statements and leaks are vague and divergent enough to believe whatever you want: Zelensky Seeks Urgent Meeting With Trump To Negotiate Territorial Concessions 'Sticking Point' Directly
​  Since the early morning hours there's been a steady walk-back on initial headlines that Ukraine has 'agreed' to the Trump-proposed peace plan, which has now been condensed to 19 points (down from the initial 28). The White House now says the few issues remaining in talks to end the war are "delicate" but "not insurmountable" - which means that no, the negotiating parties are not at the goal line - and may not actually be all that close.
​ As for President Zelensky, he has stated after Geneva talks that "we see many prospects that can make the path to peace real". But he is reportedly now seeking an urgent meeting with President Trump - by Thursday - in order to negotiate the question of territorial concessions in person​...
​..Zelensky's chief of staff Andriy Yermak told Axios: "I hope the visit of President Zelensky will take place as soon as possible, because ... it will be help President Trump to continue his historical mission to end this war."​...
..A US official privy to negotiations is claiming major progress Tuesday, telling ABC News the Ukrainian delegation has agreed to the United States' potential peace plan, at a moment it's still being hotly debated, especially among the Europeans.
​  "The Ukrainians have agreed to the peace deal," the US official said, but without specifying much in the way of details. "There are some minor details to be sorted out but they have agreed to a peace deal."​   
https://www.zerohedge.com/markets/ukraine-tentatively-agrees-trump-backed-peace-plan-sending-oil-sliding

​  Trump directs Witkoff to meet Putin as momentum builds on Ukraine peace talks
Where things stand
​  • US President Donald Trump says he has directed his special envoy Steve Witkoff to meet with Russian President Vladimir Putin in Moscow as momentum builds toward hammering out a deal to end Russia’s war in Ukraine.
​  • At the same time, Trump said, Secretary of the Army Dan Driscoll will meet with the Ukrainians, after which the US president hopes to meet with Putin and Ukrainian President Volodymyr Zelensky – but not until a deal is more finalized. Ukraine says Driscoll is expected in Kyiv “later this week.”
​  • Russian Foreign Minister Sergey Lavrov indicated earlier that Moscow could reject an amended US peace plan if its terms are “fundamentally different” to the understanding reached during the Trump-Putin summit in Alaska a few months ago.​   
https://www.cnn.com/world/live-news/russia-ukraine-us-peace-plan-trump-11-25-25

​  Israel Pays Evangelicals with Trump Ties to Create Pro-Israel Content
The new “Esther Project” foreign influence campaign has been paying Pentecostal consultants with ties to Trump family members.​   
https://www.theamericanconservative.com/israel-pays-evangelicals-with-trump-ties-to-create-pro-israel-content/

Israel Expands Iron Dome Production Through Rafael Contract Funded by $8.7 Billion U.S. Aid​   https://www.armyrecognition.com/news/aerospace-news/2025/israel-expands-iron-dome-production-through-rafael-contract-funded-by-8-7-billion-u-s-aid

Israeli forces detain Palestinians in West Bank raids, including lawmaker​   https://en.yenisafak.com/world/israeli-forces-detain-palestinians-in-west-bank-raids-3710936

At least 2 kids killed per day in Gaza since ceasefire: UNICEF​  https://www.arabnews.com/node/2623584/middle-east

2 million Gazans struggle to survive in a 3.5 sq. mi. cage – Not a Ceasefire Day 43​   https://israelpalestinenews.org/2-million-gazans-struggle-to-survive-in-a-3-5-sq-mi-cage-not-a-ceasefire-day-43/

​  22 Palestinians killed in Israeli strikes on homes, vehicles across Gaza despite ceasefire
Civil Defense says women, children among those killed in multiple attacks that violated cease-fire in place since Oct. 10​   
https://www.aa.com.tr/en/middle-east/22-palestinians-killed-in-israeli-strikes-on-homes-vehicles-across-gaza-despite-ceasefire/3751117

​  Hamas Tell Witkoff: Deal Is Over, We're Ready To Fight
​ On Saturday, Nov. 22, 2025, Israel launched a wave of attacks in Gaza after accusing Hamas of crossing the agreed yellow ceasefire line, striking while the six-week-old ceasefire remained in effect.
​  The yellow line agreed in the peace deal covers about 58% of Gaza, and Israel says dozens of Hamas fighters repeatedly crossed Israeli lines during the ceasefire, violating the truce again today.
​  The Gaza Health Ministry reported at least 22 killed and 83 wounded in Israeli strikes, including a kamikaze drone that killed five and wounded seven, while the IDF said it killed 11 Hamas militants and captured six in Rafah tunnels, where about 80 fighters remain.
​  senior Hamas official told Al Jazeera the group appealed to mediators to stop the ceasefire collapse and accused systematic 'Zionist' violations causing hundreds of deaths and altered withdrawal lines.
​  Netanyahu's office said Israel eliminated five senior Hamas terrorists and argued it honored the ceasefire while relatives mourned at Al-Aqsa Hospital, Deir al-Balah, Saturday, Nov. 22, 2025.​   
https://ground.news/article/idf-strike-kills-senior-hamas-commander-abu-abdullah-al-hudaydi-in-gaza

Israeli regime warplanes conduct airstrikes in S. Lebanon​   https://en.mehrnews.com/news/239068/Israeli-regime-warplanes-conduct-airstrikes-in-S-Lebanon

Israeli forces conduct cross-border raid into Syria's Quneitra province​   https://en.yenisafak.com/world/israeli-forces-conduct-border-raid-into-syrias-quneitra-3710931

​  Provoked to murder: Somebody despises both Alawites and Bedouins. Who?  Curfew Imposed in Syria’s Homs as Sectarian Violence Leave Four Dead
A Bedouin couple was killed Saturday in their home in the town of Zaidal, on the outskirts of Homs, Syria. The two were members of the Bani Khaled tribe, and state media reported that “sectarian slogans” were found at the scene.
​  The tribe responded by attacking the Alawite-heavy al-Muhajireen neighborhood in Homs, burning Alawite homes and shops and vandalizing cars while attacking locals. Two young Alawite men, who were reported missing, turned up at a nearby hospital killed under mysterious circumstances. Dozens have been reported wounded in the attacks.
​  Maj. Gen. Murhaf al-Nassan said that the attack in Zaidal appeared to be meant to undermine stability in the region, and the government has yet to identify who actually carried out the attack.​   
https://news.antiwar.com/2025/11/23/curfew-imposed-in-syrias-homs-as-sectarian-violence-leave-four-dead/

​A Palestinian lady-reporter: Israeli forces torture Iranian Tasnim's journalist in prison   https://en.mehrnews.com/news/239073/Israeli-forces-torture-Iranian-Tasnim-s-journalist-in-prison

Trump’s NATO Upgrade for Saudi Arabia. Rewriting Middle East’s Balance of Power​   https://www.globalresearch.ca/trump-saudi-arabia-middle-east-balance-power/5906512

​So did JFK in 1963: Kuwait calls for inspecting Israel nuclear facilities   https://en.mehrnews.com/news/239058/Kuwait-calls-for-inspecting-Israel-nuclear-facilities

Chile launches intl. campaign to expel Israel from UN​   https://en.mehrnews.com/news/239077/Chile-launches-intl-campaign-to-expel-Israel-from-UN

25% of U.S. Navy’s Deployed Warships Now in Caribbean as Ford Carrier Group Leads the Force​   https://www.armyrecognition.com/news/navy-news/2025/flash-info-25-of-u-s-navy-warships-now-in-caribbean-as-ford-carrier-group-leads-deployment

Venezuela Says Trump Has Designated 'Non-Existent' Drug Cartel As Terrorist Org; US Covert Ops Believed 'Imminent'​   https://www.zerohedge.com/geopolitical/venezuela-says-trump-has-designated-non-existent-drug-cartel-covert-ops-imminent

  ​So kill Maduro with a missile while he's on the phone? Report: Trump Plans To Hold Talks With Venezuela’s Maduro
One US official said a diplomatic deal was possible, but it's unclear what sort of agreement would satisfy the Trump administration​   https://news.antiwar.com/2025/11/24/report-trump-plans-to-hold-talks-with-maduro/

China Warns of Severe Consequences if Japan Fails To Retract Its Threats of Military Intervention Over Taiwan​  https://scheerpost.com/2025/11/22/china-warns-of-severe-consequences-if-japan-fails-to-retract-its-threats-of-military-intervention-over-taiwan/

Taiwan Center Stage In Trump-Xi Phone Call, As State Media Touts Island's 'Return To China'​   https://www.zerohedge.com/geopolitical/taiwan-center-stage-trump-xi-phone-call-xinhua-touts-islands-return-china

China just shrunk a chip factory to desktop size and it could rewrite the future of evs and ai​   https://www.prototypingchina.com/2025/11/22/the-secret-behind-a-groundbreaking-desktop-technology-reshaping-semiconductor-manufacturing-for-electric-vehicles-and-beyond/

​Perhaps brought down by China, on the same day; electronic-jamming? US Navy Racing To Recover Crashed Jet And Helicopter From South China Sea   https://www.zerohedge.com/markets/us-navy-racing-recover-crashed-jet-and-helicopter-south-china-sea#google_vignette

​Yeah? Whatcha mean "ready"? Newsweek: US Ready to Fight China in Pacific Islands​   https://en.topcor.ru/66246-newsweek-ssha-gotovy-voevat-s-kitaem-na-tihookeanskih-ostrovah.html

​  This sounds about right: Sudan Internal Conflict Continues Despite Pledges to End Fighting by Imperialism and Its Allies
Saudi monarchy raises issue with United States although both governments have only exacerbated tensions in the past leading to the current impasse​   
https://www.globalresearch.ca/sudan-internal-conflict-continues-despite-pledges-end-fighting/5906566

​  Who threatened her. with what? Marjorie Taylor Greene Ditches the D.C. Sewer
The once fierce Trump supporter resigns. Her resignation letter is a scathing rebuke of our decadent, twilight Republic.​   https://www.thefocalpoints.com/p/marjorie-taylor-greene-ditches-the

​Is bad treatment all of it? "It's A Tinder Box": GOP Members Consider Following MTG Into Retirement, Say White House Treats Them 'Like Garbage'   https://www.zerohedge.com/political/its-tinder-box-gop-members-consider-following-mtg-retirement-say-white-house-treats-them

Epstein abuse survivors say they are facing death threats​ - ‘We are bracing for these to escalate,’ survivors of Jeffrey Epstein’s sexual abuse say​   https://www.aa.com.tr/en/world/epstein-abuse-survivors-say-they-are-facing-death-threats/3750632

How do you make it safe when it's an arms-race?  Colorado Is Pumping the Brakes on First-Of-Its-Kind AI Regulation to Find a Practical Path Forward   https://www.nakedcapitalism.com/2025/11/colorado-is-pumping-the-brakes-on-first-of-its-kind-ai-regulation-to-find-a-practical-path-forward.html

Everybody's off-switches are in one nice file: Former MI6 Chief Warns of the Security Risks of the UK Government’s Proposed Digital Identity System   https://www.nakedcapitalism.com/2025/11/former-mi6-chief-warns-of-security-risks-of-uks-fledgling-digital-id-system.html

​Executive on leave and ​recording-leaker fired:  Campbell's VP Admits Soup Is "S**t For F**king Poor People" With "Chicken... From A 3D-Printer"​   https://www.zerohedge.com/medical/campbells-vp-admits-soup-st-fking-poor-people-chicken-3d-printer

​I'm sipping green-tea: Over 1,100 Studies Reveal 12 Natural Compounds With Potent Anti-Cancer Effects Across All Major Tumor Pathways   https://www.thefocalpoints.com/p/over-1100-studies-reveal-12-natural

  Meryl Nass MD points out that scouring the world for fatal viruses and bacteria, then weaponizing them to make protective vaccines is worse than nothing.  
NIH Director and Principal Deputy Director: The World Needs a New Pandemic Playbook
​  This article which I just discovered is complementary to the article I wrote using Marburg virus as my example a few days ago.​   
https://merylnass.substack.com/p/nih-director-and-principal-deputy

​  STUDY: COVID-19 “Vaccines” Linked to Multiple Sclerosis, Lupus, Type 1 Diabetes, Rheumatoid Arthritis, Graves’ Disease, and Hashimoto’s Thyroiditis
A scoping review of 109 studies finds 56% of papers suggest a causal link between COVID-19 vaccination and six major autoimmune diseases.​   
https://www.thefocalpoints.com/p/breaking-study-covid-19-vaccines-f6c

COVID-19 vaccination was linked to almost 70,000 fewer US live births in 2023​   https://jarle.substack.com/p/covid-19-vaccination-was-linked-to

New documentary claims President George HW Bush ‘knew’ of 1964 alien contact with humans in New Mexico​   https://endtimeheadlines.org/2025/11/new-documentary-claims-president-george-hw-bush-knew-of-1964-alien-contact-with-humans-in-new-mexico/

​Mainstream media now does stories. Here is a farmer: Geoengineering Is No Longer Just A Theory   https://www.zerohedge.com/weather/geoengineering-no-longer-just-theory

​  What if something goes wrong? The Strange and Totally Real Plan to Blot Out the Sun and Reverse Global Warming
A 25-person startup is developing technology to block the sun and turn down the planet’s thermostat. The stakes are huge — and the company and its critics say regulations need to catch up.​   
https://www.politico.com/news/magazine/2025/11/21/stardust-geoengineering-janos-pasztor-regulations-00646414

​Dane Wiggington has been looking at chemtrails a long time:  Geoengineering Watch Global Alert News, November 22, 2025, #537   https://geoengineeringwatch.org/geoengineering-watch-global-alert-news-november-22-2025-537/

  Power & profits always win. It's Climate-not-matter-ism, isn't it? COP30 pushes through uneasy climate deal that sidesteps fossil fuel concerns
'Failed agreement' made under 'climate denialism,' says Colombian negotiator​   https://www.cbc.ca/news/world/cop30-deal-fossil-fuels-climate-change-crisis-9.6989208

​What the oceans would do, and maybe did for Noah, if the Earth's rotational axis shifted:  The Tsunami Simulation - Discussion   https://www.youtube.com/watch?v=a0ObwvP06d0

Catastrophic 12.000 year cycle explanation:  https://www.youtube.com/watch?v=a0ObwvP06d0

Basic Human (pictured with Jenny this morning)