My Russia Macro Report is getting nearer to completion, now almost 30K words long.

How is it possible that the crude oil price hasn't shot up when the EIA reported this very large drain for last week? 🤔 WRONG ANSWERS ONLY

Russian refineries are getting hit less often than media is telling

➡️ One of the two 'oil facilities' is apparently the Aframax tanker Rio, struck off the coast of Sochi yesterday evening and burning. ➡️ So far we are seeing no reports of a Russian refinery being hit. ➡️ Drone shoot-downs (a good proxy for numbers launched) have remained >500/day on average (including ~1,200 on Oct 5/6, the 2nd-highest ever), but only one refinery appears to have been struck since Sept. 27 (Volgograd). #OOTT #Russia

Apparently half of X has a friend working in Russia. More remarkably, it was the same friend, sending the same voicemail, word for word, to announce St Petersburg was about to enter a plague lockdown. One hesitates to use the word psyop when the word bollocks remains available.

Remember the time when Takaichi faked her covid shot? The cap was still on Why did she recommend the vaccine despite not getting it herself?

🚨General Jean-Bernard Pinatel COOKED ALL WARMONGERS IN BRUSSELS URSULA, KALLAS, MACRON, MERZ Why would the Russians attack Europe? They have a territory that is 35 times the size of France. They have all the raw materials they need. They have, they produce more engineers than all of Europe combined. They don't need more territory, they don't want. Why did they intervene?

Russia's IT industry has grown by over 70% in last 3 years, exports are growing by 15% per year dzen.ru/a/asUg4IwtABJAzD9P

Putin regularly talks to US, China, India and others, bar UK and Europe UK/EU leaders, with record bottom popular support, are ignored by everyone And this dude below writes lots of garbage

Merz deklarerar på bästa sändningstid att Ryssland är i krig med Tyskland. Således Tyskland är nu i krig mot ett land som förfogar över 6 000 kärnstridsspetsar. 🍿

Russian gold shipments to Hong Kong reached a record 112.7 tons in the first 7 months of 2026 Before, that gold was going to London's LBMA m.dzen.ru/a/asVXiYhyeVtzEmIE…

Ukrainian air defence is faltering catastrophically right now.

Just imagine for a moment if this scene had happened in Iran. The west would be screaming about “women’s rights.”

In simple terms, the political spectrum in the US today fundamentally boils down to Republicans being openly Israel first, while being secretly gay and Democrats being openly gay, while being secretly Israel first. Both want to just bomb the shit out of Russia and contain China

Facebook is in BIG TROUBLE. It has just been discovered that the Facebook Covid vaccine Fat-Checkers are funded by vaccine companies.

Brussels taxes your CO2, then dumps the money into Zelensky’s war chest — so he can fire expensive weapons and pollute the air with toxic CO2. Paid by you. Pure madness.

As my readers know, the fascist leader in Italy was a British agent. "Fascism" was created in London: Simultaneous new parties and movements across Europe, speech writers, uniform designers, media campaigns after Europe had been devastated by world war I while Britain had their agents everywhere. There was obvious British involvement in the fascist takeovers in Spain, Portugal. Hitler was likely recruited in 1913 when he spent almost a year in Britain with his British in-laws. See the book by Bridget Hitler. Hence his astonishing Anglophilia. And hence Dunkirk. Can't end the second world war before it really got going, and without doing his main job. That was to make war on Russia, just like the job of today's puppets running Germany for the same type of forces.

Russia is trolling the US

The fact that Yandex beats Grok and Meta AI that have 5-30 times more users is quite a feat

💰Today, for the first time, Ukraine’s hryvnia hit 45 to the dollar. Naturally, Ukrainians are now digging up a 2019 video in which Zelensky proudly congratulates himself on how effective a president he’d turned out to be — and how all those gloomy predictions about his incompetence had supposedly aged like milk. “Remember what they told us? The dollar will hit 45 under Zelensky. There’ll be chaos. There’ll be war. Well, look around — none of that happened.”🥹

As a trader, I can pick up the phone and say, ‘Buy me $10 billion worth of Treasuries.’ No problem. It’s the deepest market. You can’t do that with Europe. You’re still going to make the same decision: do I want Germany? Do I want France? It’s as if the euro is a facade because there’s no consolidated debt . I was told, ‘We just have to create the euro. We’ll worry about the debt later.’ Here we are 26 years later and they still haven’t done anything. It was all about creating the bureaucracy.