IMPERMANENT LOST

off the deep end.

[IMPERMANENT LOST @369RSI]

They want to deracinate society.

Fight against this, make friends, stick with your family, do not quit.

Urban centres are designed the way they are for a REASON.

[GRITCULT @GRITCULT]

in the game half life 2,

earth is invaded by a galactic empire, the combine, an occupying force

the first thing they do to break their will

separate families
make people live with strangers
stop people from having kids

sound familiar?

resembles life for the modern urbanites

[Flood @ThinkingUSD]

The reality is regime changes happen very slowly then suddenly all at once.

Bond Market: "How did you go bankrupt?"

USA: "Two ways. Gradually and then suddenly."

The United States has been insolvent for some time but this has never mattered, until suddenly it does.

[Nic @puckrin]

It's official:

Fund managers have almost nothing left in cash.

According to a BofA survey, cash just fell to 3.5% of assets, the 6th lowest reading since 1998.

The buying power isn't waiting on the sidelines. It's already in the market.

[Fthegurus @fthegurus]

Few people understand this.

[EndGame Macro @onechancefreedm]

The U.S. is almost certainly the cleanest shirt in the laundry because it produces enormous amounts of oil and gas while the economies most dependent on Hormuz are overwhelmingly in Asia.

But cleanest does not mean clean. Even in an extreme scenario where a prolonged energy and financial shock contributed to something approaching Great Depression scale economic damage, the U.S. could still emerge relatively stronger if its principal competitors suffered even greater destruction to their energy security, industrial capacity, financial systems and ability to project power.

American households and businesses would suffer enormously, but U.S. energy production, food security, geography, capital markets and control over dollar liquidity provide shock absorbers many competitors simply do not possess.

And that is the uncomfortable geopolitical question I keep coming back to. Great powers do not necessarily optimize for avoiding every domestic recession if policymakers believe the alternative is losing their position in the international order.

If Washington concluded that a severe but survivable contraction at home would permanently weaken China more, fracture competing resource networks and leave the U.S. controlling a larger relative share of global financial, technological and energy power afterward, would it tolerate extraordinary domestic economic pain to preserve American primacy?

I am not saying that is demonstrably the strategy. But in a genuine great power struggle, the relevant calculation may eventually become relative survivability rather than absolute prosperity.

[Yet another commodity guy @tleilax___]

"Allow"

[CorangamiteSurvivor @NotTurnbull]

Demos AU MRP poll

[The Great Martis @great_martis]

Australia🇦🇺 has had one of the greatest euphoric property bubbles in history. Over the decades, incentives, low rates and more have fuelled the housing bubble to unprecedented levels. The masses thought rates were going to stay near zero forever .. now the chickens are coming home to roost.

With a population of just 28 million spread across a vast land that dwarfs countries housing hundreds of millions on a fraction of the land and at far lower prices Australia sits under extreme vulnerability to a major property crash, the likes of which have never been seen before and that could last a decade.

The 30-year bond has broken out of its large ascending triangle. This now activates the measured move, which sits at the 6.40% level. Mortgage rates at 8.5–9% are likely moving forward.

This won’t end quietly.

And the fake narrative of a housing shortage is about to flip to a glut of housing gripping Australia.

This isn’t an isolated issue ... but global

[Emanuel Ajay Datt @eadatt]

Winter is on the horizon and there's not enough LNG to go around for restocking.

JKM spiked to $70 in August 2022 with Russian supply out of bounds.

Today Qatar has called force majeur on LNG exports until October and its >2x Russian supply. 👀

Very high LNG moon potential

[IMPERMANENT LOST @369RSI]

Are you ready anon?

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran's IRGC announces that the Strait of Hormuz's southern route is now officially mined, warning shipping companies "not to be deceived by US guidance," per Tasnim.

The southern route was the US-backed Omani alternative route and was previously understood as unmined.

The previously only mined route was the middle lane used before the war.

[The Contrarian @Contrarian_WA]

#gold

[Gavin (humanist/acc) @GavMcCracken]

Iran attacks 4 tankers, 3 crude carriers, 1 LNG. USA resanctions Iranian oil. China finally, since this damned war started, allows refineries to export their oil products (ending the refinery buyer strike & ending mothballed refining capacity).

It's literally all of it at once.

[Cycle Bottom @BULLReturns]

.....The West's decline and the East's rise will continue until the Right has control of the West.

[Le Shrub🌳 @agnostoxxx]

I wouldn’t worry too much about Friday’s sell-off.

According to my database, every time the Nasdaq sold off -5% in a single day, it’s ALWAYS higher after 30 years …

[Rory Johnston @Rory_Johnston]

Japanese crude oil inventory chart is one of the wildest through the Hormuz crisis thus far.

[Lone Patriot @LonePatriot14]

Blair Cottrell posts a follow up video explaining how the first person to break ranks and publicly criticise the hate crimes legislation is a Labor Party MP from NSW.

The MP is also a Barrister, and he says how he thinks WAP will win their High Court case and be launched into politics.

Very good video and Blair is right to criticise One Nation who have been silent on the case.

This case is at the forefront of freedom of speech and freedom of political expression for the nation.

As Blair says, everyone should be talking about this.

[christopher joye @cjoye]

What current generations forget is that Australia had *zero* Capital Gains Tax from its founding through to September 1985 - the first-ever CGT was introduced by Labor under Hawke/Keating… New Zealand still has zero CGT. Socialists are trying to tax the private sector to transfer this income to the public sector to fund its out-of-control growth

[IMPERMANENT LOST @369RSI]

You are hated anon.

[Energy Burrito™️ @energyburrito]

Oil is drawing at the fastest rate in recorded history.

Crude Oil -8.1 million (exp. -2.8 million)
Gasoline -6.1 million
Distillates -4.6 million
Cushing -1 million

SPR -5.2 million

[Watcher.Guru @WatcherGuru]

JUST IN: 🇮🇷🇺🇸 Iran officially closes the Strait of Hormuz again after US says it will not end its blockade.

[Rerum Novarum // Intel, Breaking News, and Alerts @officialrnintel]

🇺🇸🇮🇷⚡️- Head of Iran's National Security Commission Ebrahim Azizi:

"The time has come to comply with the new Maritime Regime of the Strait of Hormuz.
These regulations are determined by Iran, not by social media posts!

Under this new system, only commercial vessels with authorization from the IRGC Navy are permitted to navigate through designated routes after paying the required tolls.

If the U.S. attempts to create any disturbance for Iranian ships, this situation can easily be changed."