Counting Heads,
My working view of global political economy is that real-economy is 90% correlated with usage of oil and petroleum products, and that net petroleum production peaked around Nobember 2018, with a dip until a second peak November 2025, and that a long decline in net production appears inevitable going forward.
Shrinkage of the economic pie is underway, but arrangements for how to divide it are very much contested amongst players, not all of whom are nation-states.
Additionally, there is broad agreement to not reveal that net oil production has rolled over into permanent decline, the end of 300 years of real economic growth for human economies upon our planet, fossil-fuel driven growth.
The current control-narrative is that war is causing the economic changes we are experiencing, and that peace-arrangements might allow a return to normalcy. This control-narrative is extremenly flexible. Specifics can be modified at any time by any party without challenging the narrative. War is the all-purpose narrative that fosters societal cohesion when sweeping economic and financial changes are necessary. Wars, themselves are fluid as they progress. Alliances can adjust or change in the course of war, without it seeming too odd.
What is inevitable is financial reset and debt write-downs, since total debts and liabilities are something like 10X global GDP. Debts and liabilities could be much better sustained at 5% of that, half of global GDP. Who will be forced to accept losses is not decided officially, just as the progression of wars is not officially declared ahead of time, and sometimes surprises observers.
Trump and Putin had a 90 minute talk Friday, following Putin's 74th birthday Thursday. Alot of details remain secret, presumably due to their being a lot of contingency based upon the level of Ukrainian attacks on Russian refineries and other oil and gas infrastructure.
The Ukrainian team was meeting in Florida to push the US to go much harder against the Russian economy, rather than accepting Trump's exhortations to stop hitting Russian refineries and tankers so diesel prices could come down ahead of US midterm elections. Zelensky appears to have been playing very hard against this leverage, but has been completelyundercut by the US removing most Russian trade sanctions for 3 months.
No agreement by Russia to stop striking Ukrainian electrical infrastructure, bridges, trucking, shipping, gas stations or other infrastructure has been voiced by any party.
Trump appears to have greatly increased the Russian advantage, going into a very hard, potentially impossible winter for the people of Ukraine. The natural question is whether this will be enough to force a capitulation of Ukraine to Russian terms of peace, which include Ukrainian neutrality, major demilitarization, normalization of rights for Russian speakers, and denazification, of some sort.
I don't see this as a tactical move on Trump's part, but a strategic move to align Russian and US interests in the global resource wars against resource-poor Europe and European old-money interests that need a greater war on Russia, to avoid declaring investment losses, not a peace that will devastate their balance sheets and show them to be insolvent.
There must have also been discussion of the Mideast wars, though it is sensitive and remains quite private. Putin could agree not to share targeting information with Iran, at no great expense to Iran, as China is also assumed to be sharing high quality information with Iran. Iran has its own satellite and other regional reconnoisance data.
Zelensky is reported to have insulted Trump as "dishonest" and "weak", thogh there is room for those comments to be aimed at the policy decisions, not the man.
My expectation would be for Ukrainian attacks on Russian infrastructure and Russian attacks on Ukrainian infrastructure to continue and possibly increase, as Russia should naturally seek to press the initiative and force Ukraine to finally surrender.
European cooperation in removing funding from Ukraine will be necessary. It will not come from the UK.
There are teasers floated about Nordstream reopening to Germany with a US profit-cut included. The fall of Merz is nigh and AfD would love to cut that deal. Marine LePen awaits in the French wings.
Interestingly, these deals will have to be done outside of $US trade-channels, such as SWIFT, done on Russian trade-terms. It will be easy for India and China.
Donald Trump has struck a deal with Vladimir Putin for Russia to release diesel to the world, sparking a backlash from Ukraine as Washington aims to quell fuel prices ahead of November’s midterm elections. The US president on Friday said Moscow had agreed to “immediately” release 300,000 tonnes of the fuel “to the American and Global Marketplace” followed by another 500,000 tonnes in November and a further 1mn tonnes “immediately thereafter”. ...
..Let us consider here other, rather different dimensions of this extraordinary deal: what it says about the two-way relationship of Putin and Trump, what it says about the likelihood of a U.S. deal on restoring the Nord Stream pipelines which is being rumored in the German press, and what it says about how and when the Russia-Ukraine war will end. As we have heard in recent weeks, Donald Trump has sought to explain the soaring prices of diesel by the damage done to Russian refineries from Ukrainian drone attacks ...
..Alt Media experts pooh poohed that reality when they directed all attention to Donald Trump and his repeatedly blaming high diesel prices on the Ukrainian destruction of Russian capacity rather than on the closure of the Strait of Hormuz resulting from his war of aggression on Iran.
With that background situation explained, let us move on to consider what the deal announced today suggests with respect to Russian-US relations. It is a thunderbolt! Vladimir Putin is now openly assisting the electoral prospects of Trump in the mid-term elections. This suggests a deal of far reaching proportions. Some kind of quid pro quo has been agreed. It is likely that the quid pro quo is in several directions. Almost certainly it suggests that there is a real U.S. plan for financing repairs to the Nord Stream pipeline and for the U.S. to be selling the Russian gas to Europe over the ferocious opposition of Chancellor Friedrich Merz. This in turn envisages a fierce battle with the European Parliament and European Commission who have put in place a total ban on Russian hydrocarbon imports as from 1 January 2027.
It is inconceivable that these plans for commercial cooperation are being laid down without some US-Russian understanding on how and when the Ukraine war will end. I will not speculate here and now on the content of such an understanding. However, I will be paying very close attention to all developments in the forthcoming meeting of Trump’s emissaries with the Kremlin...
..By holding out for this deal till the last weeks before the midterms, Putin surely has been able to extract the greatest benefits for Russia. He has also waited till the Russian harvest is largely collected already. Remember that agricultural equipment is a major and time sensitive consumer of diesel fuel and that domain in the Russian economy has already been served. https://gilbertdoctorow.substack.com/p/breaking-news-trump-reaches-deal
Military Summary begins with blow-by-blow analysis of comments Friday by Zelensky-the-scorned and others: DEAL OF THE YEAR: US–Russia Diesel Deal Sends Zelensky Into Fury And He Fires Back - MS 2026.10.10 https://www.youtube.com/watch?v=qbxlhgkI_sQ
Gilbert Doctorow, Trump’s turn against Ukraine and EU leadership
Yesterday’s lightning bolt announcement by Donald Trump of his deal with President Vladimir Putin for release of vast quantities of Russian diesel fuel onto global markets was only the first stunning development of the day as we now know from further mainstream coverage. First the timing of Trump’s announcement was itself very important. It came amidst talks in Miami between the President’s emissaries and a negotiating team from Kiev who had hoped to agree with Washington further means of pressure on the Kremlin and support for Kiev. These Ukrainians were shocked by the betrayal implicit in Trump’s now approving and facilitating new multi billion dollar diesel exports by Russia. They and Kiev were quick to denounce the deal and plans for a second day of talks in Miami were cancelled.
President Trump went on to call for Zelensky’s replacement by someone who is capable of negotiating a peace with Russia. And he sharply criticized Kiev’s continuing drone strikes on Russian refineries despite his call for them to desist, saying he is prepared to halt US intelligence sharing if his warning is not heeded.
Suspension of this infelligence. which was done only for 8 days early in Trump’s presidency, would hammer Ukraine’s war effort and bring the conflict to a speedy conclusion.
Of course Trump’s latest actions and words set him on a direct course of open coflict with German and EU leadership, as ut was no doubt intended to do.If anyone can bring down the neo-Nazi Merz and the tyrants running the European Commission it is Donald J Trump. https://gilbertdoctorow.substack.com/p/trumps-turn-against-ukraine-and-eu
Simplicius, Rift Turns to Fracture: Ukrainian Delegation Beats Town After Don’s Diesel Decree
Just as a delegation sent by Zelensky touched down in Miami for a private sit-down with Trump capos Kushner and Witkoff, the godfather himself made a stunning pronouncement: the ban on Russian diesel is to be lifted. And the reason left Zelensky grinding his gold-capped molars: The Ukrainian head’s refusal to obey the Don’s demands to halt strikes on Russian oil sites...
..The justification exposes a putrid double-dealing game: Trump’s failures in Iran have led to economic woes in the US which now threaten midterm elections. In order to redeem one folly, Trump is forced to burn bridges in Kiev—no pun intended...
..Kushner and Witkoff put the shake-down on the Z-crew by threatening to cut all intelligence sharing, which would cripple Ukraine’s ability to put a hit on Russian oil sites... It’s not because Ukrainian drones need the GPS coordinates for Russian refineries—that’s the easy part. It’s because they need real-time satellite tracking of Russian active radars in order to map a perfect flight route that bypasses radar coverage...
..Zelensky immediately went on the offensive, for the first time openly calling out Trump with accusations of “weakness” against Russia...
..Tracking sites reportedly are already tailing the first Russian “shadow fleet” diesel shipments to mainland America: Given that the ship has already crossed the entire Atlantic Ocean, it’s clear—if the above is accurate—that the deal had already been in the works for some time. However, some claim it is not diesel in this tanker but rather fertilizer, which had already been allowed...
..Now Trump has really put his foot on Zelensky’s neck by openly calling for Ukraine to get a new president in what appears to be a final severing of the erstwhile relationship with the Bankova honcho https://simplicius76.substack.com/p/rift-turns-to-fracture-ukrainian
John Helmer, OLIGARCHS OF THE WORLD UNITE AT ELECTION TIME — TRUMP’S OCTOBER SURPRISE PLUS PUTIN’S OCTOBER SURPRISE REVEAL A “SAFE BET”
The telephone call which President Donald Trump has been trying to make to President Vladimir Putin since the morning of October 7, and which the Kremlin spokesman refused to confirm each day since, was such a surprise when it happened on Friday evening, the Kremlin kept it secret from the Russian press until Trump spoke first...
Axios: US threatened to cut intelligence sharing with Ukraine over strikes on Russian oil refineries https://www.pravda.com.ua/eng/news/2026/10/10/8057319/
(zerohedge/Jefferies, Bloomberg via BankerWeimar, Gundlach via DonDurrett, KobeissiLetter, The Market Ear)
Jefferies sees "massive capital destruction": two cash-burning labs owe half of a $2.3T backlog (zerohedge). Its chart puts OpenAI and Anthropic at ~25% of Azure and ~45% of Google Cloud on its 2Q26 measure.
Jefferies on the setup: "Circularity at its finest". Hyperscalers invest in the labs, which buy compute back from the same hyperscalers (zerohedge)... ..Vance balks at Hegseth's plan to livestream a firing-squad execution (zerohedge). https://no1sdailydigest.substack.com/p/daily-digest-2026-10-11
Gold & Geopolitics, Daily digest: 2026-10-10Washington licensed Russian diesel through April 2027 while Ukraine's negotiators were in Miami.
Zelensky called it "not fair and not honest" and "a happy birthday present for Putin" (Axios, via KobeissiLetter)...
..Kyiv answers by setting Rostov's export terminal ablaze - Kremlin readout: Trump "embraced Russia's role in Iran settlement" (financialjuice). Putin says the call covered Ukraine, Iran and bilateral ties (mfa_russia). Trump: "I want to thank President Putin" (atrupar)...
The coalition announced a "broad operation" to dismantle the Houthi ballistic-missile network (Faytuks, via GeromanAT)...
..Bab al-Mandab: three claims that can't all be true
Al Hadath (Saudi-owned): the Houthis planted sea mines (zerohedge).
Al Arabiya: Saudi-backed government forces have "complete control" of Bab al-Mandeb (zerohedge).
Houthi agency SABA: the attack from Lahij province was repelled, with dozens killed or wounded (bonzerbarry)...
Isaias - Shell evacuated and shut its Mars, Olympus, Ursa, Vito and Appomattox platforms (First Squawk via MaartenVerheyen).
Jefferies: "small disruption now has outsized price consequences" (zerohedge).
Fuel squeeze - Jet fuel is near $5/gal in New York and LA (zerohedge).
Delta slashed its profit outlook (zerohedge).
A run of trucking bankruptcies as diesel costs climb (FOX via unusual_whales)...
Shelton
Her idea: long-term Treasury bonds that can be converted into gold, introduced the way inflation-linked TIPS were in 1997 (Hedgeye).
She calls the version "Solidus": a bond convertible into dollars or a fixed weight of gold (via wmiddelkoop)...
Houthi missiles destroyed an aircraft at Riyadh's King Khalid airport and foreign airlines pulled out of the Saudi capital.
Ansar Allah [Houthis] enjoys many perhaps unperceived advantages in its conflict against the 'wealthy', westernised Saudi Kingdom. This is a war recently rekindled by Saudi's September rupture of the 2022 Truce, when it bombed Sanaa's international airport in July 2026 to prevent an Iranian civilian aircraft from landing.
Saudi Arabia says that Trump explicitly approved the airport strike -- thereby opening the way for Ansar Allah to put aside the truce, and for war to flare up.
Ansar Allah responded to the breach of Truce with an 18 hour 'blitz' strike that seized the west coast of Yemen (some 5,400 sq. km taken in 11 days), the key ports and the main strategic islands in the Red Sea.Their actions and strategy were well planned and grounded in a deep understanding and experience of the Peninsula's unique geography and societal make-up...
..This geographic reality suggests that Saudi air power will not dislodge agile mountain tribesmen from their mountain redoubt. Ansar Allah, in any case, fight asymmetrically. Having been relentlessly bombed for over a decade, they fight as "free men"; they 'flit' from place to place, and their military infra-structure is buried (in a practice similar to that of Iran). They now control the Bab al-Mandab Strait with artillery, thus saving their more sophisticated drones and missiles for other purposes...
"The Houthis remain a Zaydi-rooted movement but have built a broader coalition across sectarian lines...[recuiting] Shafi'i Sunnis and installed southern Sunni politicians in visible civilian posts, while appealing to Sunni communities through sovereignty, anti-corruption, anti-intervention, and pro-Palestinian solidarity messaging."...
For centuries, the Dönmeh had lived a double life — practicing an 'open secret' identity where true religious allegiances were dissimulated. When the Young Turks began advocating for a Western-style secular state, the Dönmeh eagerly championed the cause. A secular, nationalist Turkey meant they would no longer be defined by the strict religious legal codes (the Millet system) of the Ottoman Empire. They could finally step out of the shadows as equal, secular Turkish citizens.
Mainstream historians acknowledge that the Dönmeh community played a foundational role in the Committee of Union and Progress (CUP) and the subsequent collapse of the Ottoman Empire.
Viewed from the perspective of Ottoman loyalists, the Empire had been brought down by two unorthodox, disruptive forces — internal secularising reformers in the West (often Dönmeh), and secondly, by radical religious zealots in the East (the Wahhabis). In the remote desert of central Arabia (the Najd), the alliance between Muhammad ibn Abd al-Wahhab and the House of Saud was perceived as a direct war on Ottoman religious credentials and on its territorial hegemony...
The event horrified both Shia and Sunni Muslims across the region. In revenge, a Shia assassin travelled from Iraq to the Saudi capital of Diriyah in late 1803 and stabbed the Saudi ruler, Abd-al Aziz, to death. Eventually, an Ottoman-Egyptian force laid siege to the Saudi capital of Diriyah. After a brutal several-month siege, the city surrendered.
This history exemplifies the structural vulnerability of the al-Saud's Islamic credentials in their war with Ansar Allah — an understanding completely at odds with the Western perception of Saudi Arabia as a 'reformist' state and a pole of Islamic credibility. https://www.sott.net/article/508797-Ansar-Allahs-unperceived-advantages-against-Saudi-Arabia
Iran Says More Tankers Struck By Mines, After Trump Declared He Won't Bomb Before Midterms https://www.zerohedge.com/geopolitical/iran-expands-tanker-assault-beyond-narrow-confines-hormuz-rare-escalation
Airlines Suspend Flights To Saudi Capital After Devastating Houthi Strikes On Airport https://www.zerohedge.com/geopolitical/explosions-rock-riyadhs-international-airport-amid-houthi-attack-travelers-evacuate
'Too Many Lies': Netanyahu's Ex-Military Secretary Challenges Prime Minister's October 7 Account
The former aide alleges a 'pattern of criminal behavior' in Netanyahu's office and urges investigators to demand full recordings, warning that wartime transcripts may have been altered. Likud dismissed the interview as political propaganda https://archive.is/uPClX#selection-739.0-743.239
NAZA filmmakers refute IOF claims with 100+ Gaza sources - NAZA filmmakers push back against IOF threats, citing more than 100 sources behind their investigation into Gaza targeting and civilian killings. https://english.almayadeen.net/news/Arts&Culture/naza-filmmakers-refute-iof-claims-with-100--gaza-sources
Over 20,000 students killed in Gaza, West Bank in 3 years of Israeli genocide: Palestinian ministry
Education Ministry says 20,748 students, 1,058 education staff killed, with thousands more injured or detained https://www.aa.com.tr/en/middle-east/over-20-000-students-killed-in-gaza-west-bank-in-3-years-of-israeli-genocide-palestinian-ministry/4080524
Southwest Syrian Villages Report Israel Is Encroaching on Their Land With New Fortifications - Quneitra farmers increasingly cut off from their fields https://news.antiwar.com/2026/10/08/southwest-syrian-villages-report-israel-is-encroaching-on-their-land-with-new-fortifications/
Trump Admits He Wants to Privatize Social Security - “I wanted to do it so badly,” Trump said of his desire to privatize Social Security in his first year in office. https://truthout.org/articles/trump-admits-he-wants-to-privatize-social-security/
Emails show how ICE trimmed training for deputized officers - Police officers helping ICE arrest unauthorized immigrants were given a shortened training course that scaled back instruction on the nation’s immigration laws. https://archive.is/pAyvn#selection-229.0-233.160
ICE agent fires 7 rounds, shoots man in neck in NYC's Marble Hill, NYPD says
"I Know The Truth": Mother Breaks Silence On Daughter's Mysterious Death At Russian Plague Lab https://www.zerohedge.com/medical/i-know-truth-mother-breaks-silence-daughters-mysterious-death-russian-plague-lab
Irkutsk Governor Igor Kobzev Lifts Plague Quarantine Restrictions
5000 thousand tests among hundreds of contacts are negative 6 days after death of laboratory worker; many questions remain https://www.thefocalpoints.com/p/irkutsk-governor-igor-kobzev-lifts
Meryl Nass MD, Here are some more details regarding the HHS-wide effort to strengthen the study, reporting and treatment of vaccine injuries https://merylnass.substack.com/p/here-are-some-more-details-regarding
Survival has improved only marginally. Five-year survival rose by roughly 4 to 5 percentage points over the past two decades, to about 70%, and part of that gain reflects earlier diagnosis and overdiagnosis rather than longer lives. The fall in the age-adjusted death rate since 1991 is real, but it owes most to reduced smoking and earlier detection.
Chemotherapy has had a minimal effect on overall survival. Cytotoxic chemotherapy accounts for only about 2% of five-year survival in adults with cancer, with meaningful benefit confined largely to a few uncommon cancers. Newer drugs approved for solid tumors have added a median of about two months of life, and many reach the market without evidence of any survival or quality-of-life benefit.
Globally, the same forces are playing out with even less favorable outcomes. Diagnoses are projected to rise by more than 75% by 2050, lower-income countries face both infection-related and “Western” cancers, and survival for curable cancers such as breast cancer is less than half that of high-income countries.
The lesson is clear: we will not treat our way out of the cancer epidemic. The priority must be prevention (tobacco control, metabolic health, physical activity, healthy diet, limited alcohol and vaccination against cancer-causing infections) together with early detection and honest evaluation of what cancer treatments actually deliver. https://paulmarik.substack.com/p/cancer-in-the-united-states-and-around
The Dark Side of Unmindfulness, By Anam Thubten Rinpoche
Perhaps it is time for everyone to revisit the way meditation has traditionally been taught in Asia and to draw upon essential ancient wisdom as a source of guidance for the practice of mindfulness.
Beyond its benefits at the individual level, mindfulness has the potential to help society become happier and kinder. The more people embrace mindfulness, the greater its potential benefit may be. It is one of the few ancient spiritual practices that can be practiced by people across cultures and traditions. Its potential to contribute to social transformation is enormous.
Overall, the widespread adoption of this ancient practice in the modern world is not something to be feared, but something to be welcomed. We should be grateful to the Dharma teachers who have been true pioneers in making these practices accessible to the general population. https://www.buddhistdoor.net/features/the-dark-side-of-unmindfulness/
The telephone call which President Donald Trump has been trying to make to President Vladimir Putin since the morning of October 7, and which the Kremlin spokesman refused to confirm each day since, was such a surprise when it happened on Friday evening, the Kremlin kept it secret from the Russian press until Trump spoke first...
..According to Moscow sources in a position to know, Putin is keeping secret what diesel terms have been agreed because they are conditional. The Russians are waiting for Trump to order the Ukrainians to cease attacking the hinterland refineries, port terminals, and tankers at sea. The delivery schedule Trump has announced isn’t confirmed by the Russians because the shipments will not occur until and unless Trump proves that he can control the drone war.
“There is a Kremlin wager,” one source commented, “and it’s a safe bet for a good Russian profit. If the Trump announcement helps him improve his position in Congress on November 3, he will owe Putin a big favour, and he should press harder on Zelensky, NATO, the Europeans. And if he doesn’t, or can’t because he loses as badly as predicted on November 3, the Russian diesel export releases proposed for November and December can be stopped immediately. And if there is sanctions relief, they will turn out to be a cheap price to pay, and Russian money to earn, if the entire scheme stops on January 9, and we go back to war as usual.”
On Trump’s side, the wager has been made to appear in Kiev, and also Israel, as a Trump ultimatum.
An Israeli reporter in Washington was briefed by a US and a Ukrainian official to print: “During eight hours of talks in Miami on Friday, Witkoff and Kushner told a Ukrainian negotiating team that the president was expected to speak to Putin and lift sanctions on Russian diesel exports. They were told that Trump decided to move forward after Ukraine ignored multiple requests to stop strikes on Russian oil refineries, which were directly affecting U.S. consumers.”
“A Ukrainian official claimed that during the talks, Witkoff and Kushner threatened that Trump could cut off Ukraine from U.S. intelligence if it continued to ignore his requests. The U.S. official denied such a threat was made and said Witkoff and Kushner told the Ukrainians that the U.S. was a strong partner, providing munitions and intelligence. Ukraine therefore shouldn’t take actions that hurt American consumers. https://johnhelmer.net/oligarchs-of-the-world-unite-at-election-time-trumps-october-surprise-plus-putins-october-surprise-reveal-a-safe-bet/#more-95113
“There is a Kremlin wager,” one source commented, “and it’s a safe bet for a good Russian profit. If the Trump announcement helps him improve his position in Congress on November 3, he will owe Putin a big favour, and he should press harder on Zelensky, NATO, the Europeans. And if he doesn’t, or can’t because he loses as badly as predicted on November 3, the Russian diesel export releases proposed for November and December can be stopped immediately. And if there is sanctions relief, they will turn out to be a cheap price to pay, and Russian money to earn, if the entire scheme stops on January 9, and we go back to war as usual.”
On Trump’s side, the wager has been made to appear in Kiev, and also Israel, as a Trump ultimatum.
An Israeli reporter in Washington was briefed by a US and a Ukrainian official to print: “During eight hours of talks in Miami on Friday, Witkoff and Kushner told a Ukrainian negotiating team that the president was expected to speak to Putin and lift sanctions on Russian diesel exports. They were told that Trump decided to move forward after Ukraine ignored multiple requests to stop strikes on Russian oil refineries, which were directly affecting U.S. consumers.”
“A Ukrainian official claimed that during the talks, Witkoff and Kushner threatened that Trump could cut off Ukraine from U.S. intelligence if it continued to ignore his requests. The U.S. official denied such a threat was made and said Witkoff and Kushner told the Ukrainians that the U.S. was a strong partner, providing munitions and intelligence. Ukraine therefore shouldn’t take actions that hurt American consumers. https://johnhelmer.net/oligarchs-of-the-world-unite-at-election-time-trumps-october-surprise-plus-putins-october-surprise-reveal-a-safe-bet/#more-95113
UK vows to maintain pressure on Russia over Trump-Putin diesel deal
'We will continue working closely with international partners to ensure Ukraine has the military and financial support' https://www.aa.com.tr/en/europe/uk-vows-to-maintain-pressure-on-russia-over-trump-putin-diesel-deal/4084424
'We will continue working closely with international partners to ensure Ukraine has the military and financial support' https://www.aa.com.tr/en/europe/uk-vows-to-maintain-pressure-on-russia-over-trump-putin-diesel-deal/4084424
Gold & Geopolitics, Daily digest: 2026-10-11
A Houthi missile hit Terminal 3 at Riyadh's King Khalid airport yesterday, killing 12 and injuring 309 according to Saudi aviation authority GACA, and Trump now says the US could join Saudi strikes on Yemen. The same afternoon he said it was "time for Ukraine to get a new president" because Kyiv keeps hitting Russian refineries, while the IRGC said a VLCC carrying ~2M barrels of Saudi crude hit a mine off the UAE and caught fire.
Rates, AI credit and gold carry on with new data: Citi expects smaller long-bond auctions, Jefferies calls this "AI's 2008 moment", and everyone is watching $4,000 gold...
..Iran: talks and strike plans at the same time. The Kremlin says Putin passed Tehran's end-war position to Trump, with Pezeshkian's backing (zerohedge, GeromanAT). NYT: the Pentagon has drawn up a ~3-day bombing plan, and a third carrier arrives in late October (DanielLDavis1)....
..Russia-Ukraine: Trump tells Kyiv to find "a new president"; first Russian diesel cargo nears the US; EU adds 1,600 names to its sanctions list on Monday...
..The first cargo left St Petersburg on Sept 22, weeks before the "deal" was announced.
Arrival claims differ: - Oct 11 at Wilmington NC, per jurgen_nauditt.
48-72h from midday yesterday, per Windward data that Bockmann cites in the same tweet.
Already at the US East Coast, per Nostra.
48-72h from midday yesterday, per Windward data that Bockmann cites in the same tweet.
Already at the US East Coast, per Nostra.
Europe* - On Monday the EU adopts its largest sanctions package yet, listing 1,600 entities (SwedishPM). Kallas says easing diesel sanctions gives Moscow money for the war (OlgaBazova).
Estonia's PM wants Europe to help Ukraine blast Russian refineries "to smithereens" (TheApeOfGoldST).
Meanwhile, Europe paid €7.88B for Russian Yamal LNG in the first nine months of the year (colonelhomsi).
Estonia's PM wants Europe to help Ukraine blast Russian refineries "to smithereens" (TheApeOfGoldST).
Meanwhile, Europe paid €7.88B for Russian Yamal LNG in the first nine months of the year (colonelhomsi).
Reuters: Kushner and Putin adviser Dmitriev have discussed bringing a US investor into Nord Stream (chigrl)...
..AI credit: Jefferies sees "AI's 2008 moment", with two labs owing half of a $2.3T backlog; off-balance-sheet SPVs are the last funding door still open(zerohedge/Jefferies, Bloomberg via BankerWeimar, Gundlach via DonDurrett, KobeissiLetter, The Market Ear)
Jefferies sees "massive capital destruction": two cash-burning labs owe half of a $2.3T backlog (zerohedge). Its chart puts OpenAI and Anthropic at ~25% of Azure and ~45% of Google Cloud on its 2Q26 measure.
Jefferies on the setup: "Circularity at its finest". Hyperscalers invest in the labs, which buy compute back from the same hyperscalers (zerohedge)... ..Vance balks at Hegseth's plan to livestream a firing-squad execution (zerohedge). https://no1sdailydigest.substack.com/p/daily-digest-2026-10-11
The IRGC declared that ships on "unauthorized" routes will be hunted anywhere in the region, then set an LPG tanker on fire to show it meant it. The Houthis shut Riyadh's airport again (a Saudia captain is among the dead), Isaias came ashore with about 72% of US Gulf oil already offline, and Bessent hired gold-bond advocate Judy Shelton. The rest is continuation: the 10Y is stuck above 5.2%, AI credit is wobbling, and the S&P is at records on the back of ten stocks.
US licenses Russian diesel through 7 April 2027 - OFAC issued a temporary general licence "at President Trump's direction" (USTreasury). It covers imports into the US as well (JavierBlas). shanaka86 names it General License 135 (shanaka86). Zelensky called it "not fair and not honest" and "a happy birthday present for Putin" (Axios, via KobeissiLetter)...
..Kyiv answers by setting Rostov's export terminal ablaze - Kremlin readout: Trump "embraced Russia's role in Iran settlement" (financialjuice). Putin says the call covered Ukraine, Iran and bilateral ties (mfa_russia). Trump: "I want to thank President Putin" (atrupar)...
..Kyiv's reaction - Zelensky: "our team is simply being used as a smokescreen... a weak decision by strong partners" (DD Geopolitics, quoted by GeromanAT).
His counter-offer: "Ukraine will not set Russian oil refineries on fire if Russia does not destroy our energy infrastructure" (ZelenskyyUa).
Javier Blas: further refinery strikes now put Kyiv directly in the way of a Washington-Moscow deal (JavierBlas). Zerohedge reports Trump made the deal after Zelensky ignored six requests to stop the strikes (zerohedge).
Hours later, the NZNP products export terminal in Rostov-on-Don (3.5M t/yr) was set ablaze (DD_Geopolitics, HormuzLetter). Lukoil's Ukhta plant was the fourth refinery hit this week (Bloomberg via Weimar Treasury)...
..Miami: the US, E3, European Commission, Ukraine and NATO discussed winter energy resilience, grain exports, security guarantees and EU accession "ahead of the United States' next engagement with Russia" (Witkoff, quoted by TheApeOfGoldStreet)... His counter-offer: "Ukraine will not set Russian oil refineries on fire if Russia does not destroy our energy infrastructure" (ZelenskyyUa).
Javier Blas: further refinery strikes now put Kyiv directly in the way of a Washington-Moscow deal (JavierBlas). Zerohedge reports Trump made the deal after Zelensky ignored six requests to stop the strikes (zerohedge).
Hours later, the NZNP products export terminal in Rostov-on-Don (3.5M t/yr) was set ablaze (DD_Geopolitics, HormuzLetter). Lukoil's Ukhta plant was the fourth refinery hit this week (Bloomberg via Weimar Treasury)...
..Trump says the US won't attack Iran before November's midterms (BBG via zerohedge).
Israeli media are floating a delay to Israel's Oct 27 election if war with Iran resumes (MairavZ).
Larry Johnson claims unusual activity at key US air bases (via Mark4XX)...
..The Pentagon's casualty database quietly added 2 deaths and 4 wounded: 21 US dead, 865 wounded in the Iran war so far (osinthexagone)...Israeli media are floating a delay to Israel's Oct 27 election if war with Iran resumes (MairavZ).
Larry Johnson claims unusual activity at key US air bases (via Mark4XX)...
..Saudi-Houthi: Riyadh airport shut again; fires at Shedgum and Hawiyah gas plants; rival Bab al-Mandab claims - Deaths and airlines
6 killed in attacks on Saudi airports this week, including Sudanese, Egyptian and Algerian nationals in earlier strikes on Riyadh and Abha.
The Houthis warned international airlines "for the last time", and Lufthansa has stopped flying to Riyadh until Oct 16 (shanaka86).
Riyadh airspace - Disrupted repeatedly on Oct 9, at 10:00, 10:50 and 15:45 UTC (MenchOsint), and again at 06:30 UTC today (MenchOsint).
Public early-warning alerts have been switched off, so aircraft in holding patterns are the only visible sign of an attack (MenchOsint).
Analyst David Murrin, in Riyadh: "Seven missile impacts around the airport. We've heard them every day of our visit." (GlobalForecastr).
The Houthis say humanitarian flights to Riyadh need clearance from a coordination centre in Sanaa (MenchOsint)...
..Riyadh's line - No ceasefire until the Saudi-backed government regains all lost territory (AFP, via MenchOsint).6 killed in attacks on Saudi airports this week, including Sudanese, Egyptian and Algerian nationals in earlier strikes on Riyadh and Abha.
The Houthis warned international airlines "for the last time", and Lufthansa has stopped flying to Riyadh until Oct 16 (shanaka86).
Riyadh airspace - Disrupted repeatedly on Oct 9, at 10:00, 10:50 and 15:45 UTC (MenchOsint), and again at 06:30 UTC today (MenchOsint).
Public early-warning alerts have been switched off, so aircraft in holding patterns are the only visible sign of an attack (MenchOsint).
Analyst David Murrin, in Riyadh: "Seven missile impacts around the airport. We've heard them every day of our visit." (GlobalForecastr).
The Houthis say humanitarian flights to Riyadh need clearance from a coordination centre in Sanaa (MenchOsint)...
The coalition announced a "broad operation" to dismantle the Houthi ballistic-missile network (Faytuks, via GeromanAT)...
..Bab al-Mandab: three claims that can't all be true
Al Hadath (Saudi-owned): the Houthis planted sea mines (zerohedge).
Al Arabiya: Saudi-backed government forces have "complete control" of Bab al-Mandeb (zerohedge).
Houthi agency SABA: the attack from Lahij province was repelled, with dozens killed or wounded (bonzerbarry)...
..Taiz - Ansarallah (the Houthi movement) took full control of the Jabal Habashi district (Suriyakmaps, A7_Mirza).
CKMapss counts a +41.2 sq mi gain, including the Yufrus subdistrict (CKMapss)...
..Oil and fuel: jet fuel near $5, record $80M VLCC freight; Aramco restores Europe's November barrelsCKMapss counts a +41.2 sq mi gain, including the Yufrus subdistrict (CKMapss)...
Isaias - Shell evacuated and shut its Mars, Olympus, Ursa, Vito and Appomattox platforms (First Squawk via MaartenVerheyen).
Jefferies: "small disruption now has outsized price consequences" (zerohedge).
Fuel squeeze - Jet fuel is near $5/gal in New York and LA (zerohedge).
Delta slashed its profit outlook (zerohedge).
A run of trucking bankruptcies as diesel costs climb (FOX via unusual_whales)...
..Physical prices - The 20-day average of Dated Brent is at an all-time high, and physical Brent is above $130, per KarelMercx.
Goldman estimates the war premium in Brent averaged $22/bbl in September, the second-highest on record (via zerohedge).
Relief - Aramco will supply European customers in full in November now that the East-West pipeline has restarted.
Goldman estimates the war premium in Brent averaged $22/bbl in September, the second-highest on record (via zerohedge).
Relief - Aramco will supply European customers in full in November now that the East-West pipeline has restarted.
October supplies to Europe had been cut to zero; Saudi Arabia normally sends Europe 700-800k b/d (MarioNawfal, zerohedge).
China resumes refined-fuel exports this month (same zerohedge overnight wrap).
The biggest supertanker fleet since the war began is heading to China (business)...
..Rates: 10Y above 5.2% for a 10th straight session; term premium at a 16-year high; $166B rushes into money funds ... China resumes refined-fuel exports this month (same zerohedge overnight wrap).
The biggest supertanker fleet since the war began is heading to China (business)...
..AI credit: SoftBank asks the Gulf for $100B; Oracle CDS implies 20% default odds; ten stocks carry the S&P...
..Gold: Treasury hires gold-bond advocate Judy Shelton; PBoC's 23t September is its biggest month since 2023 - Treasury named Shelton a counselor to Bessent (zerohedge, DeItaone). Her brief includes China's financial system (Bloomberg via Weimar Treasury). Shelton
Her idea: long-term Treasury bonds that can be converted into gold, introduced the way inflation-linked TIPS were in 1997 (Hedgeye).
She calls the version "Solidus": a bond convertible into dollars or a fixed weight of gold (via wmiddelkoop)...
..ICC: US sanctions the court hours after ex-ICC judge Navi Pillay wins the Nobel; EU gets a six-month fuse
Rubio: "Either the ICC will end its threats, or we will end the ICC." The measures could cut the court off from US banks and software providers (Mario Nawfal, quoted by TheApeOfGoldStreet; zerohedge).
Pillay chaired the UN commission that concluded Israel committed genocide in Gaza. Washington's moves against the court are tied to its arrest warrants for Netanyahu and Gallant (DD_Geopolitics).
Netanyahu's office calls Pillay "a bigot" (via GeromanAT).
EU foreign-policy chief Kallas says the sanctions take effect after six months, "a window for dialogue", and that the EU "has options" (via ricwe123).
A joint statement from Canada, Denmark, Germany, France, Italy, Japan, the Netherlands and the UK was dismissed as "extremely weak sauce" (MoonofA).
The other side of the bet: the move could cripple the ICC, or push Europe to decouple from Visa, Mastercard, Microsoft and Amazon (yarotrof).
Trump declared the Nobel Peace Prize "forever discredited" after it went to someone else (Polymarket via Nostra). https://no1sdailydigest.substack.com/p/daily-digest-2026-10-10
Rubio: "Either the ICC will end its threats, or we will end the ICC." The measures could cut the court off from US banks and software providers (Mario Nawfal, quoted by TheApeOfGoldStreet; zerohedge).
Pillay chaired the UN commission that concluded Israel committed genocide in Gaza. Washington's moves against the court are tied to its arrest warrants for Netanyahu and Gallant (DD_Geopolitics).
Netanyahu's office calls Pillay "a bigot" (via GeromanAT).
EU foreign-policy chief Kallas says the sanctions take effect after six months, "a window for dialogue", and that the EU "has options" (via ricwe123).
A joint statement from Canada, Denmark, Germany, France, Italy, Japan, the Netherlands and the UK was dismissed as "extremely weak sauce" (MoonofA).
The other side of the bet: the move could cripple the ICC, or push Europe to decouple from Visa, Mastercard, Microsoft and Amazon (yarotrof).
Trump declared the Nobel Peace Prize "forever discredited" after it went to someone else (Polymarket via Nostra). https://no1sdailydigest.substack.com/p/daily-digest-2026-10-10
Gold & Geopolitics, Daily digest: 2026-10-09
On the same day Washington promised no Iran strike before Nov 3, and the NYT reported a three-day campaign plan, a State Dept security alert for the whole region and a US long weekend.
OpenAI's run-rate came in $20B short of what investors had been told, which hit Oracle and the AI credit stack, and Hurricane Isaias shut 63% of US Gulf oil output just as Hormuz transits hit a two-month low. The bond rout, central-bank gold buying and the Dobropillia grind are continuation.
Thanks for this, Eleni. "Ansar Allah" mean's Helpers of God. Alastair Crooke, Ansar Allah's unperceived advantages against Saudi Arabia
Geography, Yemen's revolutionary inheritance, Saudi internal factionalism and its contested Islamic credentials are Yemen's trump cards Ansar Allah [Houthis] enjoys many perhaps unperceived advantages in its conflict against the 'wealthy', westernised Saudi Kingdom. This is a war recently rekindled by Saudi's September rupture of the 2022 Truce, when it bombed Sanaa's international airport in July 2026 to prevent an Iranian civilian aircraft from landing.
Saudi Arabia says that Trump explicitly approved the airport strike -- thereby opening the way for Ansar Allah to put aside the truce, and for war to flare up.
Ansar Allah responded to the breach of Truce with an 18 hour 'blitz' strike that seized the west coast of Yemen (some 5,400 sq. km taken in 11 days), the key ports and the main strategic islands in the Red Sea.Their actions and strategy were well planned and grounded in a deep understanding and experience of the Peninsula's unique geography and societal make-up...
..The initial Saudi offensive against Ansar Allah was a débacle; with no central command, no plan and unprepared logistics, the assault collapsed. Fighting now seems to be spreading to Jizan and Najran Provinces — currently part of Saudi Arabia. These are two of three rich, fertile Yemeni provinces seized by Saudi Arabia in the 1930s. Undoubtedly Yemen wants them back...
..Notably, Trump and other 'allies' have declined to come to the rescue of MbS [Mohammed bin Salman] — ostracism and denial that will not pass unnoticed by the Saudi clans and tribes who still resent King Salman's gerrymandering of the royal succession in 2017, contrary to tradition, to name MbS, his favoured son, as Crown Prince (rather than the next brother in the line of succession). Nor will MbS' November 2017 shake-down of near 400 princes, oligarchs and ministers at the Ritz-Carlton hotel in Riyadh be forgotten; nor will the hogging of oil resources and, as Professor Madawi Al-Rasheed outlines, the subjugation of Saudi tribes for the instalment of one family rule, be forgiven. The second factor — apart from geography — that should to be taken into account are Ansar Allah's roots in an historic revolutionary creed and the Peninsula's long contentious history.
José Alberto Nino explains that "behind Ansar Allah's surprising geopolitical gains stands an ancient religious tradition. Zaydism is one of the 3 surviving major branches of Shia Islam alongside Twelverism and Ismailism"...
.."Zaydism takes its name from Zayd ibn Ali, a great-great-grandson of the Prophet Muhammad ... Whereas Twelvers believe the Imam must be divinely appointed and Ismailis follow a hereditary living Imam, Zaydis hold that any learned descendant of Ali can lead by rising in arms against tyranny". José Alberto Nino explains that "behind Ansar Allah's surprising geopolitical gains stands an ancient religious tradition. Zaydism is one of the 3 surviving major branches of Shia Islam alongside Twelverism and Ismailism"...
"The Houthis remain a Zaydi-rooted movement but have built a broader coalition across sectarian lines...[recuiting] Shafi'i Sunnis and installed southern Sunni politicians in visible civilian posts, while appealing to Sunni communities through sovereignty, anti-corruption, anti-intervention, and pro-Palestinian solidarity messaging."...
..Its sustained defiance to Israel, he says, comes not merely from Hizbullah nor Iran, but is anchored in its first Imam's 'own raising of arms against tyranny' when he rebelled against the Umayyad Caliphate in 740 CE and was martyred.
Antipathy towards Jews amongst the Houthis primordially arose, Nino writes, "after the Sabbatean movement of 1666, a mass messianic excitement" [of vast numbers of Jews around the world and centred on Sabbatai Zevi as the Messiah leading Jews to imminent Redemption] stormed Yemen.
Sabbatean mysticism was highly controversial everywhere, from Europe to Asia, with thousands of Jews being ex-communicated by their Rabbinical authorities for their Sabbatean practice. Sabbatai Zevi, and the practices embraced by his movement, so outraged the Ottoman Caliph, Mehmed IV, that he ordered Zevi to convert to Islam or accept to be put to death. Zevi chose to convert to Islam in 1666.
Antipathy towards Jews amongst the Houthis primordially arose, Nino writes, "after the Sabbatean movement of 1666, a mass messianic excitement" [of vast numbers of Jews around the world and centred on Sabbatai Zevi as the Messiah leading Jews to imminent Redemption] stormed Yemen.
Sabbatean mysticism was highly controversial everywhere, from Europe to Asia, with thousands of Jews being ex-communicated by their Rabbinical authorities for their Sabbatean practice. Sabbatai Zevi, and the practices embraced by his movement, so outraged the Ottoman Caliph, Mehmed IV, that he ordered Zevi to convert to Islam or accept to be put to death. Zevi chose to convert to Islam in 1666.
Most of his huge following ostensibly converted to Islam too, following Zevi's lead, but secretly remained 'Sabbatean'. Hence the Dönmeh movement of dissimulation of secret allegiance inside Turkey and beyond...
..No doubt the Ottoman Caliph imagined the Sabbatean episode had been wrapped-up in 1666 — but there was a twist in the tail that ultimately contributed to the dismantlement of the Caliphate. The manner in which the Caliphate was dismantled cast shadows on Ibn Saud's embrace of Abd-al Wahhab and his zealotry — an alliance seen as deeply antithetical to Sunni Islam as whole. For centuries, the Dönmeh had lived a double life — practicing an 'open secret' identity where true religious allegiances were dissimulated. When the Young Turks began advocating for a Western-style secular state, the Dönmeh eagerly championed the cause. A secular, nationalist Turkey meant they would no longer be defined by the strict religious legal codes (the Millet system) of the Ottoman Empire. They could finally step out of the shadows as equal, secular Turkish citizens.
Mainstream historians acknowledge that the Dönmeh community played a foundational role in the Committee of Union and Progress (CUP) and the subsequent collapse of the Ottoman Empire.
Viewed from the perspective of Ottoman loyalists, the Empire had been brought down by two unorthodox, disruptive forces — internal secularising reformers in the West (often Dönmeh), and secondly, by radical religious zealots in the East (the Wahhabis). In the remote desert of central Arabia (the Najd), the alliance between Muhammad ibn Abd al-Wahhab and the House of Saud was perceived as a direct war on Ottoman religious credentials and on its territorial hegemony...
..A highly publicized 2002 Iraqi Intelligence Report discovered after the fall of Baghdad (and earlier works by Ottoman writers like Ayyub Sabri Pasha) claimed that Muhammad ibn Abd al-Wahhab (the founder of Wahhabism) and Muhammad bin Saud were descendants of the Dönmeh...
..Whilst Turkey — as the primary successor state of the Ottoman Empire — retains a deep cultural memory of the Ottoman-Wahhabi Wars, many Turkish religious authorities view Wahhabism as a highly destructive, un-Islamic movement threatening the spiritual integrity of Islam. So too do the Shia, whether Iranian or Yemeni, regard the sack of Karbala, led by Saud bin Abd-al Azziz (the son of the King), to have been an existential attack on their spiritual identity. Between 2,000-5,000 Shia were killed and the shrine of Ibn Hussein was plundered. The event horrified both Shia and Sunni Muslims across the region. In revenge, a Shia assassin travelled from Iraq to the Saudi capital of Diriyah in late 1803 and stabbed the Saudi ruler, Abd-al Aziz, to death. Eventually, an Ottoman-Egyptian force laid siege to the Saudi capital of Diriyah. After a brutal several-month siege, the city surrendered.
This history exemplifies the structural vulnerability of the al-Saud's Islamic credentials in their war with Ansar Allah — an understanding completely at odds with the Western perception of Saudi Arabia as a 'reformist' state and a pole of Islamic credibility. https://www.sott.net/article/508797-Ansar-Allahs-unperceived-advantages-against-Saudi-Arabia
The former aide alleges a 'pattern of criminal behavior' in Netanyahu's office and urges investigators to demand full recordings, warning that wartime transcripts may have been altered. Likud dismissed the interview as political propaganda https://archive.is/uPClX#selection-739.0-743.239
Education Ministry says 20,748 students, 1,058 education staff killed, with thousands more injured or detained https://www.aa.com.tr/en/middle-east/over-20-000-students-killed-in-gaza-west-bank-in-3-years-of-israeli-genocide-palestinian-ministry/4080524
Caitlin Johnstone, They're Setting Up AI Surveillance To "De-Radicalize" Classrooms In Gaza https://www.caitlinjohnst.one/p/theyre-setting-up-ai-surveillance
Israeli Shelling Kills Mother, Wounds Husband and Two Children in Gaza Tent https://www.palestinechronicle.com/israeli-shelling-kills-mother-wounds-husband-and-two-children-in-gaza-tent/
Civil Defense Worker Killed as Israeli Forces Fire on Displaced Palestinians’ Tents https://www.palestinechronicle.com/civil-defense-worker-killed-as-israeli-forces-fire-on-displaced-palestinians-tents/
Over 2,000 Gazans have died awaiting medical evacuation amid Israel’s continued siege https://israelpalestinenews.org/over-2000-gazans-have-died-awaiting-medical-evacuation-amid-israels-continued-siege/
How Gaza’s children are enduring loss and trauma on the war’s third anniversary
9,350 Palestinians held in Israeli prisons amid systematic escalation of torture and medical neglect https://english.palinfo.com/news/2026/10/08/371639/
Gaza Records 71,846 Orphans and 64,413 Widows after Three Years of Genocide https://www.palestinechronicle.com/gaza-records-71846-orphans-and-64413-widows-after-three-years-of-genocide/
Israeli fire kills Palestinian in West Bank settler clash - NABLUS: A Palestinian man was killed and nine people were injured during an Israeli settler attack followed by army intervention in an occupied West Bank village on Wednesday, according to the mayor and the Palestinian health ministry. https://www.arabnews.com/middle-east/israeli-fire-kills-palestinian-in-west-bank-settler-clash-3005083
Mamdani Faces Bipartisan Backlash Over Criticism Of Israel On Oct. 7
Israel Invaded Syria 453 Times, Killed 69 People since 2024 – Report https://www.palestinechronicle.com/israel-invaded-syria-453-times-killed-69-people-since-2024-report/
War strips away childhood long before it claims young lives. In Gaza, the small, quiet rhythms of growing up have been replaced by the relentless mechanics of survival — hungry bellies, grief for lost parents and bodies missing limbs struggling to endure.
Three years after Oct. 7, 2023, and the beginning of Israel’s military assault on Gaza, some 1.9 million people have been displaced, many repeatedly, and more than 1.2 million have been left homeless, according to a 2026 UN, EU and World Bank assessment. https://www.arabnews.com/middle-east/how-gazas-children-are-enduring-loss-and-trauma-on-the-wars-third-anniversary-3004847
Three years after Oct. 7, 2023, and the beginning of Israel’s military assault on Gaza, some 1.9 million people have been displaced, many repeatedly, and more than 1.2 million have been left homeless, according to a 2026 UN, EU and World Bank assessment. https://www.arabnews.com/middle-east/how-gazas-children-are-enduring-loss-and-trauma-on-the-wars-third-anniversary-3004847
On the third anniversary of the Hamas-led attacks on Israel that killed 1,200 people, mostly civilians, in one day, Mamdani said on social media that he grieved the loss, but that the suffering "did not begin nor end that day."
"It instead continued through the Israeli government's devastating, ongoing genocide in Gaza," he said.
People across the political spectrum suggested the timing of his remarks was inappropriate. https://www.zerohedge.com/political/mamdani-faces-bipartisan-backlash-over-criticism-israel-oct-7
"It instead continued through the Israeli government's devastating, ongoing genocide in Gaza," he said.
People across the political spectrum suggested the timing of his remarks was inappropriate. https://www.zerohedge.com/political/mamdani-faces-bipartisan-backlash-over-criticism-israel-oct-7
Israel Invaded Syria 453 Times, Killed 69 People since 2024 – Report https://www.palestinechronicle.com/israel-invaded-syria-453-times-killed-69-people-since-2024-report/
Mike Shedlock makes half a case here, EU politics is about to regime-change: Le Pen’s Fiscal Plan for France Cannot Possibly Work, Will Voter’s Care? https://mishtalk.com/economics/le-pens-fiscal-plan-for-france-cannot-possibly-work-will-voters-care/
Tisch said NYPD surveillance footage showed a plainclothes federal officer approaching the driver's-side window of Belgal's gray Honda CR-V with his gun drawn. Another plainclothes officer approached the front of the SUV. The vehicle then moved forward and out of the camera's view.
The surveillance footage did not capture the shooting, Tisch said. Police recovered at least seven shell casings at the scene, she said.
A 5-year-old boy believed to be Belgal's son was inside the vehicle during the encounter, Tisch said. Police later located the child safe and in the care of a family member...
The surveillance footage did not capture the shooting, Tisch said. Police recovered at least seven shell casings at the scene, she said.
A 5-year-old boy believed to be Belgal's son was inside the vehicle during the encounter, Tisch said. Police later located the child safe and in the care of a family member...
..NYPD officers responding from an unrelated call nearby encountered several men wearing different types of clothing, including construction-style vests and face masks. At least one was carrying a long gun, Tisch said.
The officers found Belgal handcuffed and seated on the ground. They placed him in an NYPD vehicle, rendered aid and transported him to the hospital, according to Tisch. DHS separately said ICE officers rendered aid after the shooting.
Tisch said the NYPD had no involvement in the federal operation before the shooting and no city officers were at the scene when shots were fired. https://gothamist.com/news/person-shot-during-encounter-with-federal-agents-in-nycs-marble-hill-nypd-says
Tisch said the NYPD had no involvement in the federal operation before the shooting and no city officers were at the scene when shots were fired. https://gothamist.com/news/person-shot-during-encounter-with-federal-agents-in-nycs-marble-hill-nypd-says
Will a lot of people lose financial assets in the AI-bubble crash? Planning For Pitchforks: AI Labs Are War-Gaming A Catastrophe, Public Revolt, And The Crackdown That Follows https://www.zerohedge.com/political/planning-pitchforks-ai-labs-are-war-gaming-catastrophe-public-revolt-and-crackdown
Former Texas Agriculture Commissioner, Jim Hightower, Two-Legged Hogs Trying to Rule Ag Policy https://jimhightower.substack.com/p/two-legged-hogs-trying-to-rule-ag
5000 thousand tests among hundreds of contacts are negative 6 days after death of laboratory worker; many questions remain https://www.thefocalpoints.com/p/irkutsk-governor-igor-kobzev-lifts
Sayer Ji, Secretary Kennedy Asked for the Evidence on EMF. Here Are 1,009 Studies
HHS has opened the first federal health inquiry into wireless radiation in a decade. Your opportunity to comment and make a difference is now https://www.themahareport.com/p/secretary-kennedy-asked-for-the-evidence Meryl Nass MD, I was asked to provide an update to my 2023 article, “The WHO’s Proposed Treaty Will Increase Man-Made Pandemics”
So here is how I see things 3 years later https://merylnass.substack.com/p/i-was-asked-to-provide-an-update Meryl Nass MD, The Hidden V-Safe Cries for Help: Buried Until Now - 3.5 million Americans volunteered to provide CDC reports of their reactions after getting a COVID shot. When CDC started to read them, the program was quickly entombed; only now unearthed by FOIA https://merylnass.substack.com/p/the-hidden-v-safe-cries-for-help
Paul Marik MD, Cancer in the United States and Around the World - Rising risk, marginal survival gains, the limited contribution of chemotherapy, and a widening global divide
The overall risk of cancer is increasing. Annual new diagnoses in the United States rose by about 20% between 2013 and 2024, passed two million for the first time, and are projected to reach 2.11 million in 2026. Incidence is rising in women, in younger adults and for most of the common cancers, including breast, prostate, uterine, pancreatic and early-onset colorectal cancer. The number of Americans who die of cancer each year is also still rising. Survival has improved only marginally. Five-year survival rose by roughly 4 to 5 percentage points over the past two decades, to about 70%, and part of that gain reflects earlier diagnosis and overdiagnosis rather than longer lives. The fall in the age-adjusted death rate since 1991 is real, but it owes most to reduced smoking and earlier detection.
Chemotherapy has had a minimal effect on overall survival. Cytotoxic chemotherapy accounts for only about 2% of five-year survival in adults with cancer, with meaningful benefit confined largely to a few uncommon cancers. Newer drugs approved for solid tumors have added a median of about two months of life, and many reach the market without evidence of any survival or quality-of-life benefit.
Globally, the same forces are playing out with even less favorable outcomes. Diagnoses are projected to rise by more than 75% by 2050, lower-income countries face both infection-related and “Western” cancers, and survival for curable cancers such as breast cancer is less than half that of high-income countries.
The lesson is clear: we will not treat our way out of the cancer epidemic. The priority must be prevention (tobacco control, metabolic health, physical activity, healthy diet, limited alcohol and vaccination against cancer-causing infections) together with early detection and honest evaluation of what cancer treatments actually deliver. https://paulmarik.substack.com/p/cancer-in-the-united-states-and-around
Paul Marik MD says Avoid Severe Sunburns early in life: Melanoma - Epidemiology, Biology, Prognosis, Standard Treatment, and an Integrative Five-Axis Perspective https://paulmarik.substack.com/p/melanoma
Mindfulness is not some kind of new vaccine, the effects of which remain unknown even after passing serious trials. It is a very ancient practice that can change our consciousness for the better. As is well known, the Buddha taught mindfulness more than 2,500 years ago, and it became an essential practice in almost all Buddhist traditions. It is called sati in Pali, smriti in Sanskrit, and dranpa nyerzhak in Tibetan. Countless people have practiced mindfulness, resulting in inner peace and even profound experiences such as enlightenment. Many people in Asia still practice it with great reverence as a means of inner liberation.
Within recent decades, mindfulness has become quite popular in the West, almost a fashionable trend. There are now countless workshops, retreats, and apps devoted to mindfulness. Personal testimonies and scientific research supporting its positive effects have catapulted mindfulness into the cultural limelight. Many people in the West have found that they can use mindfulness to train their minds, develop a more positive outlook, and learn to work with their thoughts and emotions. This is not merely an assumption; there is concrete evidence of its benefits. One of the greatest strengths of mindfulness is that it can be universal. It can be practiced by people from different backgrounds because it is not built on a rigid theistic religious doctrine...
..The concept of the “dark side” of mindfulness can therefore be misleading. It may lead people to believe that there is something intrinsically wrong with mindfulness, when many problems associated with the practice may have more to do with how it is taught and practiced. Within recent decades, mindfulness has become quite popular in the West, almost a fashionable trend. There are now countless workshops, retreats, and apps devoted to mindfulness. Personal testimonies and scientific research supporting its positive effects have catapulted mindfulness into the cultural limelight. Many people in the West have found that they can use mindfulness to train their minds, develop a more positive outlook, and learn to work with their thoughts and emotions. This is not merely an assumption; there is concrete evidence of its benefits. One of the greatest strengths of mindfulness is that it can be universal. It can be practiced by people from different backgrounds because it is not built on a rigid theistic religious doctrine...
Perhaps it is time for everyone to revisit the way meditation has traditionally been taught in Asia and to draw upon essential ancient wisdom as a source of guidance for the practice of mindfulness.
Beyond its benefits at the individual level, mindfulness has the potential to help society become happier and kinder. The more people embrace mindfulness, the greater its potential benefit may be. It is one of the few ancient spiritual practices that can be practiced by people across cultures and traditions. Its potential to contribute to social transformation is enormous.
Overall, the widespread adoption of this ancient practice in the modern world is not something to be feared, but something to be welcomed. We should be grateful to the Dharma teachers who have been true pioneers in making these practices accessible to the general population. https://www.buddhistdoor.net/features/the-dark-side-of-unmindfulness/
Meditating With Lawnmower
