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Category: Politics

  • Oil

    China imports more Canadian gold than Canada officially exports to China.

    Canada de facto protects Chinese (international) drug super laboratories.

    I wonder if these two things have something to do with each other?

    Trump administration has used this as an excuse to tariff Canada. Trump administration also supports Albertan separatism.

    Towards south, US has sent military and naval units to fight drug cartels in Venezuela.

    ‘Certain cartels’ had been designated as foreign terrorist organizations on the same day as Trump was sworn into presidency paving way to military action, but I was slightly surprised at this week’s movement to Venezuela instead of Mexico, which the US media more commonly connects to cartel activities (not to mention being the focus of our militarized border wall.)

    Crude claims that USA just wants Venezuelan oil again, just like in the past 20+ years of regime change attempts, seem somewhat plausible.

    It might be the Venezuelan threats against Guyanan oil fields in Essequibo that are currently exploited ExxonMobil that triggered the latest action.

    An infographic shown by X user placed Canada among the high oil resource countries – most of which were either destabilized, contested, under hybrid warfare / influence campaigns, or Western sock puppets. Kazakhstan may have been the only exception in the list, but that may be just US being more remote than Russia and China. Bouts of sanity, like recognizing the limits of former ‘hyperpower’ are extremely rare, rarer than pacifism, in Washington DC.

    But a grim fact is that the Western technocivilization is running out of energy, among other resources. Whether for AI powered surveillance dystopia or utopistic popst-scarcity dream, reality is reasserting itself crushing them all with resource scarcity.

    Looks like the oil wars (including hybrid warfare), this time north and south, are back on menu. With War on Drugs joining hands with War on Terror as casus belli.

  • Resolution Weekend

    I just saw a video on YouTube by a gentleman who seems to be into Bitcoin. Aside from the Bitcoin part, there were interesting little news.

    Bank of England has published a bail-in guide. The term of note is ‘resolution weekend’. That’s when the peoples’ bank accounts will be converted into bank stocks at some fraction of value.

    I had already become aware that millionaires and billionaires are fleeing the UK by their thousands, an exodus greater than that afflicting PCR, despite PRC having vastly larger population. I was surprised at the claim that the departing assets are equal to 4% of UK GDP. Dividing the 91.8B$ cumulative wealth of the departees by 3640B$ estimated GB GDP gives only about 2.5% in mu calculator. It will be interesting to see if the UK government will go full DDR and slam the exit doors shut at this hemorrhage. They already have the hate crime reporting lines and speech crimes police (in case someone could post something UK government does not approve) so why not go for the full experience, complete with empty shops?

    Meanwhile, EU has made a deal of the decade (this century is too young to claim that something even weirder would not be coming through the pipes) agreeing to: 15% export and 0% import tariffs with US, 750 billion euros worth of US fossil fuels while banning all the Russian fossil fuel imports (which had continued despite the war, including quite a lot of natural gas transiting in pipelines through Ukraine), and 600 billion euros of private direct investment to US.

    Exactly what this private investment is and how EU Commission can agree to seems unclear. According to the document description page on EU side, the agreement is not legally binding. I suspect that the tariff and energy deals were a bribe to US to let EU still continue their war – I further suspect large amounts of US military gear to be included in that 0% import tariff. Also, I suspect that EU will rather soon have a resolution weekend for bank accounts as they are already talking about mobilizing funds laying in peoples’ bank accounts to fund plans that are excessive for the public purse. Pension funds are joining the arms bonanza. Bonus points if these ‘privately funded’ imports/investments will count towards the 5% of GDP funding target for non-US NATO members.

    Joker in the game: EU CBDCs, denied by European Central Bank to be programmable with expiration dates (not to mention blocking or sin fees for non-approved uses, which would similarly depend on programmability.) (There are also privacy questions.) I wonder what the actual utility of EU CBDCs for the small people would be, and how CBDCs (programmable or non) would affect application of a Resolution Weekend?

  • Department of Narrative Mismanagement

    I have followed the recent discussions about Jeffrey E., a dead criminal whose suspicious passing away in custody has caused years of speculation (including that he was taken secretly away and is now living somewhere nice.) Namely, he is known to have committed his crimes with lots of people and suspected of blackmailing the said people, which tend to be the very wealthy and powerful type. Which is why he was rumored to have been self-deleted.

    The current administration has loudly and repeatedly promised to publish the list of Jeffrey’s associates, until about a week ago an FBI memo was leaked(?) to Axios claiming: he offed himself, there is no list of people, and he did not blackmail anybody. The administration is trying to sweep the issue under the metaphorical carpet. Then the officials published a video of his cell from the night of his death. Except the video contained about 1 minute gap (or maybe more than 1 minute). It had been stitched together so badly that aside from the gap in the timestamp, the aspect ratios were subtly off. As Asmongold pointed out, there could be legitimate reasons for this blooper, but with all the other circumstatial evidence, to me this points towards a conspiracy concerning Jeffrey E.’s demise, the reasons for it, and the existence of more rot in the circles of power.

    As I keep on watching the government stumble from narrative fail to a narrative fail, with people becoming increasingly convinced that something is off with the official story (which has presented already by the previous administration), I have began to suspect that all this furor is deliberately fanned to distract the hoi polloi from something really important, possibly even more insidious than the idea that we are being governed by a huge criminal blackmail network, until it is too late to do something about it. This is quite a common tactic by the powers that be. For example, in Finland, I have imprecise memories on how government starts making noises about changing regulations or taxes on selling beer, and people get upset. Huge discussions rage over newspaper opinion columns and on-line boards, pro and con, while the government passes something else, much more important for people’s lives. The beer issue can be resolved, or if necessary, retreated from, people will calm down, and meanwhile something actually nasty was done to them.

    While the incompetence of governments can be stupendous, it stretches my credulity to have so many bloopers in the narrative management coming one after each other, and I am beginning to suspect we are being purposefully distracted. Whether it is from the coming (proxy) war against China (maybe started between Thailand and Cambodia, maybe still waiting for the Iran situation to worsen), the ongoing (officially proxy) war against Russia, the economic collapse (US consumers sentiment has been reportedly low earlier this year, though Goldman Sacks just reassured that everything is merely returning to normal), the incoming digital surveillance grid (brought to you in collaboration with Musk and Thiel under the guise of tracking immigrants – spoiler alert: to track immigrants they will “need to” also map the non-immigrants), or something possibly worse, it must be humongous to merit this level of egging of the masses. I don’t think Obama’s referral to Department of Justice for suspicion of having ordered narrative to be manufactured for the Russia Collusion quite qualifies, more likely it is just more noise to distract the masses. By the way, US just moved nukes to UK, but that’s probably a nothing-burger (I am still sitting on the fence about whether to link and comment to the article on the subject in aviationnews.eu.)

    I am also currently sitting on the fence on whether our government truly is this incompetent at narrative management or whether there is some obscure Department of Narrative Management, who are gloating about their latest glorious success in psyop against the people. Or maybe the Department of Narrative Management has gone rogue and is actively fighting against the current administration.

    Although considering the everyday dysfunction I live in due to the ongoing complexity crisis infecting all aspects of modern society and worsened by the ongoing incompetence crisis fanned by the decades of education crisis, I still think that, yes, they really could be that incompetent. Maybe.

  • Possible Bad News

    I fear that if the ceasefire between Israel and Iran fails, USA will be entering into two-front proxy war.

    Our current proxy war in Ukraine is not going well, and we are pulling our weapons help away (every other day, it seems, on the other days we are giving them more). European part of NATO is upset but considering the state of their economies and especially their armies (with a couple of exceptions), I doubt their help will be decisive in any manner. If it would be, this war would have been over years ago.

    I thought the news about us stopping to give missiles to Ukraine was about our economy and military-industrial complex, which in these days is more military than industrial (our industries having been long since outsourced), no longer sufficing for policing the world, but the latest rumor / development, namely China (PRC) strengthening its military support to Iran to counter our support to Israel, if true, means potential opening of a new proxy war. Against the biggest manufacturing powerhouse in the world that desperately needs a boost for its stalled economy. And needs the Iranian oil, the access to which has been complicated by the conflicts involving US backed Israel (although China has benefited hugely from US sanctions which have forced Iran to sell their oil on discount.)

    I have for some time thought about China and Iranian oil and China-Iran railway, and how Japanese got motivated to attack to Pearl Harbor by US blockade of Japanese oil imports. Just having an ominous feeling about this.

  • Rising Rice Crisis

    Japan has a rice shortage. Of staple rice.

    While there has been sporadic rice shortages around the world recent years, Japan is a first world country and a traditional rice producer. The problem is word traditional. According to First Post, the average age of Japanese rice farmer is 71 years, and government agricultural policies in general and rice policies in particular have hit the farmers whose numbers, citing Bloomberg, have shrunk by 25% between 2015 and 2020s.

    Probably not Japanese boiled rice

    The Japanese government rice policies are strictly nationalistic, ostensibly designed to protect Japanese rice farmers and self-sufficiency by preventing rice buying from abroad. Except the consumer prices also had to be regulated, squeezing rice farmer incomes and acreage despite Japanese soft monopoly on domestic rice.

    The some explanations to Japanese rice shortages is that Japanese 2023 rice harvest was bad (already reporting rice rationing in some shops on 2024), there was an earthquake and people are panic buying (also as a hedge for rice inflation, which probably increases the rice shortfall causing more rice inflation), people are eating more rice because the war in Ukraine has increased wheat prices, and that there are hordes of tourists eating rice. And the Japanese government started selling the stored rice from reserves last year. A bit like US sells oil every now and then from strategic reserves to smooth consumer sentiment. Except that Rice News Today blames the shortage on government policy to reduce rice production, which has thinned the buffer between production and consumption to such extent that even slightest consumption increase would cause shortages.

     Now Japan is running low on rice and some shops have implemented rationing. People are upset about the steep rise in rice prices. There has been some talk about buying rice from abroad, but this is against resistance from farming lobby and conservatives, though apparently there is now a trade deal to sell Calrose rice to Japan.

    The Japanese are having an election soon, July 20th. The price of rice and the rice shortages (estimated 1.8 months of annual supermarket sales worth of staple rice – either the consumers will consume something else or Japan will soon import lots of rice) may annoy the electorate enough to lead to political upset. According to Zerohedge, SocGen (a French bank) has predicted that there is about 50% chance of election results leading to governmental crisis in Japan, which may lead to problems in yen bond market. More importantly, the price of rice is part of Japan’s inflation metrics, and if rice prices explode, the rising inflation may trigger BOJ rate hikes.

    The global bond markets are highly interconnected and the financial omnibubble is floating around in search of a pin prick. Thus, the rising rice crisis just could be the trigger of global financial collapse. Though I personally doubt it. The markets are so rigged that full collapse by contagion is unlikely. But what I have seen over the years, is that small retail investors rarely fare well in turbulence. 

  • Happy July 4th, 2025

    Or Treason Day, if you happen to live in UK. In recent years, I have been watching the fascinating news from that side of Atlantic with increasing horror. Sure makes me glad I am a US citizen, not a subject to the whimsies of Prime Minister Starmer. For the past couple of visits to Europe, I even have specified to my travel agent: no stops in UK.

    Why? When Soviet Union was a thing, if you traveled there for cheap vodka (vodka tourism) and other cultural immersion, you would only be charged for drunken and disorderly, such as might happen. Obviously, potential troublemakers would have been screened during visa application, but even people caught inside Soviet Union for the heinous crime of smuggling Bibles were sentenced merely for what they were doing in Soviet Union. Or so I think. However, according to an Internet source, officials in Starmer’s UK have stated that folks traveling to UK are subject to prosecution for doubleplus ungood on-line speech even typed outside the UK borders, even if they are not UK citizens. I think such dictatorships are to be avoided, especially when they have gone clearly bonkers. I love and I am grateful for my First Amendment rights, and this is one of the reasons I am happy this Independence Day.

    I have bought a steak and cherries, to be eaten soon, some canned fish for future, and had an Asian/Pacific Islander style BBQ beef minimeal with teriyaki sauce for breakfast.

    Big white magnolias are in bloom, and I have tried to get a nice photo of them for days, but that has been difficult. Many of the trees are very big and the flowers tend to be in the upper branches, either too small for my cell phone zoom or obscured by leaves and branches. Or the flowers are not otherwise accessible to photography. When I see a magnolia bud at nice, near to eye level, getting back in time before it has bloomed and is wilting is tricky, apparently the blossoms open and are done at a quick rate.

    Here are a couple of magnolia flowers I photographed with my cell phone today.

    One of these days, I should make more jigsaw puzzles.

  • Civil War by Proxy?

    California and Federal government are increasingly hostile in open. California has years of experience in ignoring Federal laws, some notable example issues being cannabis, immigration, and gender identity.

    On the other hand, California has used its soft power as a major economy to enforce environmental and consumer standards on the rest of the states and even abroad.

    During Biden(?) administration, Californian values seemed to become the US standard regardless of other states’ opinions, and California became more assertive also in foreign and trade policy, most notable event being the summit with president Xi and Biden in San Francisco (preceded by a climate lobbying visit of governor Newsom to Beijing.) Various California politicians were also courting China, although also opposite happened. Does anyone still remember 2022 when the then Speaker of the House, California representative Pelosi flew to Taiwan and caused jitters over potential armed conflict between USA and PRC? (Whether this was part of a policy by a bigger faction within the administration and if so, which one of them is murky to me.)

    Now, the issues between quite untethered California and the Federal government have finally come to boil. The trigger to me seems to be the transgender athletes competing against girls, where the Federal government sees California Title IX application to this issue as violation and the regular people just unfair. California continued this practice, despite warnings from Washington DC, and the current administration threatened to withhold Federal funds for California sports. Thereafter, Newsom threatened to withhold the Federal share of California state taxes, a move somewhat reminiscent to the Nullification Crisis prior to the Civil War in 1800s.

    Meanwhile, a group of Antifa or similar group(s) coordinated an attack on ICE that had done a raid in Los Angeles.

    This attack is curious because of its organization and its timing coinciding with the spat over ideologies and money. Reminiscent of the coordinated wave of violent riots in summer 2020, there were clashes between pro-immigration protesters in New York on the opposite side of the continent.

    More importantly, both the Los Angeles mayor Karen Bass and governor Newsom publicly refused to help to quell the rioters, even opposing the Federal efforts. The rioters were attacking Federal law enforcement with stones and were painting graffiti putting things in fire. In fact, a roster of California political people have come in defense of David Huerta who got arrested for participating in the riot, but their support to anti-Federal action.

    President Trump has authorized the use of 2000 National Guard (update: now 4000 plus 700 marines), and the Department of Homeland Security is bringing in reinforcements.

    I am writing this in Helsinki-Vantaa Airport, waiting for a flight that would take me back to California Bay Area via Frankfurt am Main and Los Angeles Airports. By the time I have landed, well before the time I can post this (I need to add links to sources), we will see if the California or Federal authorities have caved in. If the California stops protecting the violent mobs, removes transgender athletes from girls competitions and possibly even ponies up some tax tithes to Federal government, the incipient civil war will be averted. If the Federal government fails to enforce its rules also in California, I fear that this was the opening shot of the active phase of the disintegration of the United States. Worst case scenario, neither gives in, we may have active civil insurgency in multiple blue states by the end of the summer. The most likely outcome will be a frozen conflict, that is: both sides will pretend nothing significant happened but neither will acknowledge that the other side might have won.

    I also predict there will be lots of pundits dissecting irrelevant minutiae from the utterances of either side, and thanks to the strong left bias of the main stream media, the reporting will mostly support California and its allies, meaning tailwinds for civil war or mostly peaceful disintegration of USA and headwinds for peace and prosperity. The biggest losers will be the regular people trapped in the middle, looting and violence disrupting supply chains, especially for groceries and fuel, and then collapsing the teetering economy in general.

    Update: Much has happened since Sunday. California did not capitulate and the National Guard activated in Los Angeles is up to 4000 and 700 marines are in readiness. When I arrived on Sunday evening to Bay Area, I took the BART from airport to hometown. The train did not take or drop passengers at Embarcadero station due to political activism nearby, but let out a handful of burly police officers and while the train waited a couple of minutes next to the platform, I could observe the officers running and so did a couple of the people already there. There was still a crowd waiting for the next train or something, though the trains had started skipping that station for the duration. Sorry, no video footage of that.

    More ominously, a Walmart heiress is funding (in a small part) a nationwide call for unrest June 14th, another weak indicator supporting my hypothesis that the riots that started last weekend are part of elites’ civil war, raging over  who gets to loot the treasury.

    In social media there are reports of incidents in Denver, Charlotte (NC), Boston (MA), Chicago, New York City and Atlanta, things are escalating fast. This indicates that this is not a question of secession (California from USA) but of civil war by proxy between the progressive left and the conservatives over the control of Federal government. The presidency and the Congress are currently held by Republicans, but vast swathes of the administrative state are governed by the Deep State currently (mostly) promoting leftist ideologies (reasons for that are too long to expostulate in a single post and in any case speculative to the tinfoil hattery territory.) Individual states and their administrative apparati are a hodgepodge of ideologies, but the Left Coast in general and California in particular is the current vanguard and bastion of progressive establishment, so troubles beginning here makes sense.

    Meanwhile, governor Newsom and Federal officials are still discussing about who pays what.

    On a side note, a major food distributor supplying thousands of supermarkets got hacked last week and food distribution is off kilter. When I yesterday visited a grocery, they had a sign on meat counter apologizing for ‘warehouse issues’. I did not ask the cause then because I had not then seen this piece of samizdata news yet. I wonder if the food shortages and riots at the same time are a coincidence?

    Finally, whether true or not, the possibility of a fleet of robotaxis fleeing LA riots in order not to get burned by Mexican flag waiving ‘mostly peaceful’ protesters shows what kind of timeline we are living in. In any case, Waymo services have been suspended in downtown LA are for the time being.

    Looks like I need to pick some canned meat while it is still available.

  • Interesting Things I Wanted to Post

    I don’t usually work on Sundays (the day of rest and so on), but the recent news about heightening tensions between two nuclear powers have been alarming. No, not the war in Europe, or the slow boiling in Middle East. I am talking about India and Pakistan. Here is what I get from the non-mainstream news/commentary streams I follow.

    Negligible Chance of Mushroom Clouds

    Apparently, there was a terrorist attack in Kashmir where 26 Indian tourists were killed. This region has been contested by Pakistan and India for decades and occasionally, a war has flared up. India blames the attack on Pakistan, which claims innocence. Regardless of truth, the relationship between the countries tensed up, as in India giving 48 hours for all Pakistanis to get out of the country, whereas Pakistan closed Indian borders and Pakistani airspace from Indian airlines, while revoking visas from Indians and telling the Indian government to reduce their embassy size to 30 people, no military attaches allowed. India informed that they will no longer recognize the Indus River Treaty, which allocates the rights over this common river between the two countries. This is very important, because Indus river waters about 80% of Pakistani farmland, and if India were to block the water, it would create a famine that would collapse Pakistan. Pakistan has informed that if India messes with Indus river, it will be an act of war. Presumably, India has already been accused of flooding some Pakistani villages along Indus tributary. The same podcast claimed that there has been clashes along the border, not just small arms fire but actual artillery shelling. This is before the formal declaration of war. The Indus river question is an existential threat to Pakistan, which is estimated to have at least 170 nuclear warheads and has a first strike policy. India is estimated to have over 160 nuclear warheads and if things escalate, we could see mushroom clouds, though this is still a very small possibility.

    Oddly enough, when president Trump was asked about this issue, he seems to hint that United States will stay out of this conflict. That would be a refreshing novelty, a war that USA is not starting or participating in.

    Earthquake (Space) Weather

    A Podcast that YouTube recommended to me says that the magnetic field of the Sun is weakening. Apparently, this may be somehow connected with the likelihood of big earthquakes. Sun’s magnetic field weakens and strengthens by 11-12 year sunspot cycles but the peak magnetic field has been weakening over the latest solar cycles (data starts in 1970s, so we don’t know how things were earlier). This presentation fits the hypothesis that solar weather including sunspot activity triggers earth quakes that has been making rounds around interwebs for some time, except that in this presentation it is the weakening solar magnetic field that creates sunspots and correlates with the frequency of big earthquakes.

    The earthquake – sunspot connection has been explained by the effects of space weather on telluric currents, i.e., the electric currents going through Earth, telluric currents being stronger along fault lines. Living within a walking distance from Hayward fault, I have been interested in earthquakes, waiting for the Big One.

  • Estonia Has a Russian Problem

    No. I am not talking about their eastern neighbor, though the relationship between the two countries is currently even more strained than normal.

    I am talking about their Russian speaking stateless minority that is about 17% of their population (when Russian speaking citizens are included, the percentage climbs to 27.4%). I think that when Soviet Union collapsed and Estonia regained its independence, the native Estonians wanted to kick out the Russians and other Soviet nationals that had been imported or migrated into their country since the WWII, refusing to give citizenship to anyone who did not assimilate enough to pass the Estonian language test, but I thought that the sentiment had faded during the over three decades since, or at least something had been done to resolve the issue of large fraction of population being stateless. If I correctly remember, the newly re-emerged Russia had not wanted to take the Russians and other Russian speakers from Estonia, and I suspect many of the Russian speakers had been born in the country. Without Russian or Estonian passport, these people became stateless. To me, having about 17% of your population as a stateless minority, especially when preparing for war against their supposed native country seems very dangerous.

    An opinion poll comparing Estonian speaking, Russian speaking and bilingual households shows a clear rift in the opinions and attitudes of the ethnic groups. As far as I have seen, the Western media, of course, only publishes the Estonian speakers predominant opinion. The Russian speakers, anyways tend to follow their own media landscape. The pollsters comfort the readers (or themselves) telling that the Russian speakers are not a monolithic group and there is a diversity of opinions among them. This is true, but aside from the commonly differing prevalences of opinions between the linguistic groupings, the other two messages I got from reading this poll were 1) the difference in opinion about Ukrainian war between the region containing Tallinn (more pro-NATO and hawkish) and the rest of the country, and 2) the clear agreement between all groups that ethnic conflict within Estonia is possible, with Estonian speaking majority believing in it more .

  • Klaus Schwab Has Resigned

    Last weekend, it was announced that Klaus Schwab has resigned from his position as a chairman of WEF. He had been one for 55 years, and was one of the faces of the technocratic globalism that the transnational institutions and Western governments have been pushing on the populaces. You know, things like 15 minute cities, CO2 taxes, energiewende, digital IDs, central bank programmable digital currency, the Great Reset and modified RNA vaccines.

    Now it is said that he has resigned as a consequence of a whistle-blower that had implicated Klaus Schwab and his wife in fiscal (and possibly other types) of improprieties, with the WEF board having a sudden emergency meeting. Somehow I doubt this reason – whistle-blowers do not just conveniently appear after 55 years of people not noticing chairman’s practices. I suspect this has more to do with the disastrous effects of the current forced changes on economy and the cultural blowback against the zealous insistence on the Veblen ideologies of the elites enforced with a surveillance state. Since I have not detected WEF to show interest in actual well-being of the masses, rather than the insistence that masses must adapt to their betters’ vision of the Greater Good, I think Klaus Schwab’s ouster has more to do with the smarter members realizing that sawing the branch they are sitting on, i.e., destroying the countries they live in, is not a viable long-term strategy. Even bugout countries, like New Zealand, would sooner or later be destroyed by technocratic practices.

    In a WEF’s Davos meeting about a year ago, Blackrock’s Larry Fink who also sits in WEF’s Board of Trustees, surprised by praising xenophobic countries which had instead of immigration invested in AI and robotics. At that point I took it as a bad omen – what are they planning to do with the people replaced by AI and robotics? In retrospect, I think that was an outward sign that there will be changes within WEF.

    In summary, I think Klaus Schwab was forced out after his vision of New World Order had proven to be a failure.