Sasha Breger Bush

International political economist, PhD, teacher, researcher, writer, pissed off voter. Opinions are my own. Read more:

[Sasha Breger Bush @IPEwithSBB]

Western governments and elites thought that meddling in Ukraine and confronting Russia would increase their power and help them grab land and resources. But things have not turned out as expected.

How the Ukraine War Broke the West cuts through the propaganda and sensationalism to provide a fact-filled account of how a limited regional conflict took down an empire.

[Sasha Breger Bush @IPEwithSBB]

@calvinfroedge And a whole bunch of stupid interventionist plans without a strategic anchor.

[Sasha Breger Bush @IPEwithSBB]

@Nostre_damus Don’t tease us like that unless you’re sure..

[Sasha Breger Bush @IPEwithSBB]

@calvinfroedge And not just any war. We lost a war to the new major power in the region we’ve depended on to support the dollar since we abandoned gold.

[Sasha Breger Bush @IPEwithSBB]

@LukeGromen @CraigRatbag Funny cause #Russia sanctions did more damage to the #dollar than any other measure to date other than the debt run up. It’s wild how often they diagnose and treat foreign policy problems using exactly the wrong logic and tools.

[Sasha Breger Bush @IPEwithSBB]

Western governments and elites thought that meddling in Ukraine and confronting Russia would increase their power and help them grab land and resources. But things have not turned out as expected.

How the Ukraine War Broke the West cuts through the propaganda and sensationalism to provide a fact-filled account of how a limited regional conflict took down an empire.

[Sasha Breger Bush @IPEwithSBB]

@BujokMr Yes. They’re effectively already in place.

[Sasha Breger Bush @IPEwithSBB]

Oil bulls are effectively betting against a peg. It’s hard work. But if Soros did it to the pound, so can you with the petrodollar.

[Sasha Breger Bush @IPEwithSBB]

@onechancefreedm @Kathleen_Tyson_ Yes. It’s a bid to limit/eliminate speculation. Physicals are what matter, gambling is noise and distraction.

[Sasha Breger Bush @IPEwithSBB]

So…trade is now deglobalized. Next up? Finance. Look out for capital controls, convertibility suspensions, regulatory changes to limit speculation, incentives to save and invest domestically.

[Sasha Breger Bush @IPEwithSBB]

Oil bulls are effectively betting against a peg. It’s hard work. But if Soros did it to the pound, so can you with the petrodollar.

[Sasha Breger Bush @IPEwithSBB]

This is how derivatives markets break down… when futures market activity amounts to gambling on short term policy shifts.

[Sasha Breger Bush @IPEwithSBB]

It’s so crazy watching the narrative run headlong into material reality. Postmodern politics about to hit a wall. #oil #commodities

[Sasha Breger Bush @IPEwithSBB]

@ThHappyHawaiian It’s a command economy.

[Sasha Breger Bush @IPEwithSBB]

The economy is planned now. They just don’t tell us the plan. But in the U.S., it’s not being planned like other planned economies were, where the goal was to realize major national goals like infrastructure development and industrialization.

Ours is a new kind, the terminus of monopoly capitalism, one in which the economy is planned in order ensure maximum elite wealth. Institutionalized centralized planning for the benefit of the Epstein class. The emerging environment of zero sum global resource competition makes free markets counterproductive. So they’re planners now. Command economies aren’t unique to communism…this is a perverse capitalist version.

[Sasha Breger Bush @IPEwithSBB]

The next logical step for Pax Silica is to start bartering compute/stack access for the raw #commodities required to build the infrastructure. Spheres of influence in which regional satellite economies orbit AI capacity rather than fiat currency. Trading compute for copper, silver, rare earths, etc….

But, on the other hand, there’s a risk that, like the dollar, the U.S. tech stack is of poor quality. Stupidity is a powerful force in American politics today.

[Arnaud Bertrand @RnaudBertrand]

It's over, Europe has officially given up on its digital sovereignty: they just signed up to Pax Silica, the US initiative to lock other countries in its AI stack.

In case you think I'm exaggerating, Jacob Helberg, the US Under-Secretary of State who architected Pax Silica, LITERALLY says so in the article (see screenshot 👇): he himself explicitly positions Pax Silica as designed to counter "digital sovereignty" - a concept he opposes because it would mean countries building their own tech stacks.

I wrote a long article 2 weeks ago titled "The Pax Silica Con," warning Europe that it was a "cage" to keep them "dependent on American tech and unable to build their own": https://t.co/yqq6uzhKnz

The cage door was wide open and clearly labeled. They walked in anyway.

[Sasha Breger Bush @IPEwithSBB]

@IranObserver0 So they finally get it, huh? 😂

[Sasha Breger Bush @IPEwithSBB]

US #sanctions are killing the #dollar. Thanks for reading today's article!

https://t.co/T0HbIJ6Bim

[Sasha Breger Bush @IPEwithSBB]

@DarioCpx It has to. There can’t be two prices for very long.

[Sasha Breger Bush @IPEwithSBB]

Anyone who thinks commodity derivatives markets can survive what’s happening in #oil right now, on the heels massive #silver and #gold manipulation earlier this year…well, I want some of what they’re smoking.

[Sasha Breger Bush @IPEwithSBB]

@StealthQE4 We have to just take the L. We lost the war we started with Iran in like 4 days and have spent 4 months pretending we didn’t. The US is a mediocre power now, acting like a hegemon only hurts us.

[Sasha Breger Bush @IPEwithSBB]

When you’re the dominant superpower, the risks and costs of war are largely born by other peoples in other nations. BUT, when you’re not the hegemon anymore, the costs of aggression are more likely to be borne by the aggressor and its people. This was the most important lesson of the Ukraine War, and US leaders failed to learn it. #Iran is going to teach it all over again.

[bONGO🪻 @wariocolosseum]

lets not give them that money then

[Sasha Breger Bush @IPEwithSBB]

@Analyst_G Yep. Demand destruction independent of oil price increases

[Sasha Breger Bush @IPEwithSBB]

I think the #gold market is splitting in two. The western markets where paper trading and manipulation push prices down. This system’s days are numbered but big money riding on it, so it will chug along for a couple more years maybe. And then there are the eastern markets where gold is physically trading and increasingly used to settle international trade. This is the future of gold, a return of hard money and barter as fiat currencies fade, fail and reconfigure. But the battle between Paper and Physicals continues to rage and will for a while longer. Physicals always win in the end though. You can’t burn paper fuel.

[Sasha Breger Bush @IPEwithSBB]

Anyone who thinks commodity derivatives markets can survive what’s happening in #oil right now, on the heels massive #silver and #gold manipulation earlier this year…well, I want some of what they’re smoking.

[Sasha Breger Bush @IPEwithSBB]

If US officials had read my book, they wouldn’t have even tried to start a war against #Iran. Sanctions and repression made US enemies strong and independent, and pushed them to befriend one another.

[Sasha Breger Bush @IPEwithSBB]

Western governments and elites thought that meddling in Ukraine and confronting Russia would increase their power and help them grab land and resources. But things have not turned out as expected.

How the Ukraine War Broke the West cuts through the propaganda and sensationalism to provide a fact-filled account of how a limited regional conflict took down an empire.

[Sasha Breger Bush @IPEwithSBB]

@calvinfroedge It was on mine.

[Sasha Breger Bush @IPEwithSBB]

When you’re the dominant superpower, the risks and costs of war are largely born by other peoples in other nations. BUT, when you’re not the hegemon anymore, the costs of aggression are more likely to be borne by the aggressor and its people. This was the most important lesson of the Ukraine War, and US leaders failed to learn it. #Iran is going to teach it all over again.

[Sasha Breger Bush @IPEwithSBB]

@his_eminence_j @HeroDividend It’s a long way down.

[Sasha Breger Bush @IPEwithSBB]

@Spriter99880 That’s just the % it has to fall to revert back to the historical mean. Who knows how bad it gets with a default.

#stockmarkets #finance #DebtCeiling