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Drones have revolutionized the battlefield, surpassing conventional aviation in cost-efficiency and operational effectiveness. While long-range aircraft are now primarily used for precise strikes, drones now reign supreme due to their unparalleled versatility and affordability.
Unmanned aerial vehicles serve as effective spotters for artillery, fostering a seamless collaboration that accelerates targeting processes and enhances overall firepower.
Today, drones are not merely tools; they are essential assets that have shifted the balance of power in conflicts around the globe. Their integration with artillery has proven to be a game-changer, redefining conventional military strategies and laying the groundwork for the future of warfare.
Check the full episode here.
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๐จ๐ช๐บ๐ถThe Digital Euro Fraud
No one asked for it, no one needed, nevertheless it is almost secure that it will arrive. What kind of dangers it represent in the middle of several crisis to be solved in Europe?
Let's check some details:
Privacy and Surveillance Concerns:
The centralized nature of the digital euro could lead to monitoring of citizens' financial activities, potentially evolving into a surveillance state. Programmable money could enforce personalized monetary policies, limiting spending on certain products or services, or even companies.
Privacy issues are significant, as the digital euro might allow for detailed tracking of transactions, which could infringe on personal freedoms.
Achieving cash-like anonymity in digital transactions is challenging due to the inherent digital nature of these currencies and the potential for abuse. Even long-experienced cryptocurrency services still have some leaks in their security system, such as ByBit recently in 2025. We can be sure that the digital euro would not be safe from major threats.
Financial Stability Risks:
A digital euro could lead to significant outflows from bank deposits, potentially destabilizing the financial system. Estimates suggest up to 739 billion euros could be withdrawn if the holding limit is set at 3,000 euros.
This could force banks to seek alternative funding sources, increasing their costs and potentially reducing their profitability.
Now imagine the situation for smaller banks. Those can be disproportionately affected by deposit outflows due to their reliance on retail deposits. They might face significant challenges in replacing lost deposits, especially during times of financial stress.
Subscribe to @NewRulesGeo or follow us on X
No one asked for it, no one needed, nevertheless it is almost secure that it will arrive. What kind of dangers it represent in the middle of several crisis to be solved in Europe?
Let's check some details:
Privacy and Surveillance Concerns:
The centralized nature of the digital euro could lead to monitoring of citizens' financial activities, potentially evolving into a surveillance state. Programmable money could enforce personalized monetary policies, limiting spending on certain products or services, or even companies.
Privacy issues are significant, as the digital euro might allow for detailed tracking of transactions, which could infringe on personal freedoms.
Achieving cash-like anonymity in digital transactions is challenging due to the inherent digital nature of these currencies and the potential for abuse. Even long-experienced cryptocurrency services still have some leaks in their security system, such as ByBit recently in 2025. We can be sure that the digital euro would not be safe from major threats.
Financial Stability Risks:
A digital euro could lead to significant outflows from bank deposits, potentially destabilizing the financial system. Estimates suggest up to 739 billion euros could be withdrawn if the holding limit is set at 3,000 euros.
This could force banks to seek alternative funding sources, increasing their costs and potentially reducing their profitability.
Now imagine the situation for smaller banks. Those can be disproportionately affected by deposit outflows due to their reliance on retail deposits. They might face significant challenges in replacing lost deposits, especially during times of financial stress.
Subscribe to @NewRulesGeo or follow us on X
๐23๐คฌ1
๐จ๐บ๐ธ๐The Yield Curve's Grim Message: Get Ready for Financial Ruin
Typically, US longer-term bonds have higher yields than shorter-term bonds due to the increased risk of lending money for a longer period. However, when the yield curve inverts, short-term bonds offer higher yields than long-term bonds. This inversion has historically been a reliable precursor of an impending recession.
Historical precedents:
๐ธThe May 2019 inversion ushered in the COVID-19 recession.
๐ธThe February 2006 inversion preceded the Great Recession.
๐ธThe July 2000 inversion foreshadowed the 2001 recession.
The current yield curve is influenced by several factors:
๐ธMarket Expectations: As of early 2025, market expectations suggest a potential recession, leading investors to demand higher yields for short-term bonds, which could invert the yield curve.
๐ธMonetary Policy: The Federal Reserve's cautious approach in 2025, including rate cuts, is expected to influence short-term yields, potentially steepening the yield curve.
๐ธRisk Perceptions: Persistent inflation rates above target levels continue to shape risk perceptions, keeping long-term yields stable even as short-term rates decline
๐ธGlobal Economic Conditions: Diverging global growth, with some regions experiencing slower growth, may influence US bond yields and the yield curve.
๐ธSupply and Demand: Changes in US Treasury debt issuance strategies, aimed at extending the average duration of debt, can influence bond supply and demand dynamics, impacting the yield curve.
The yield curve inversion is not just a sign, it's a declaration of war on the economy. The clock is ticking, and the next recession might be closer than you think.
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Typically, US longer-term bonds have higher yields than shorter-term bonds due to the increased risk of lending money for a longer period. However, when the yield curve inverts, short-term bonds offer higher yields than long-term bonds. This inversion has historically been a reliable precursor of an impending recession.
Historical precedents:
๐ธThe May 2019 inversion ushered in the COVID-19 recession.
๐ธThe February 2006 inversion preceded the Great Recession.
๐ธThe July 2000 inversion foreshadowed the 2001 recession.
The current yield curve is influenced by several factors:
๐ธMarket Expectations: As of early 2025, market expectations suggest a potential recession, leading investors to demand higher yields for short-term bonds, which could invert the yield curve.
๐ธMonetary Policy: The Federal Reserve's cautious approach in 2025, including rate cuts, is expected to influence short-term yields, potentially steepening the yield curve.
๐ธRisk Perceptions: Persistent inflation rates above target levels continue to shape risk perceptions, keeping long-term yields stable even as short-term rates decline
๐ธGlobal Economic Conditions: Diverging global growth, with some regions experiencing slower growth, may influence US bond yields and the yield curve.
๐ธSupply and Demand: Changes in US Treasury debt issuance strategies, aimed at extending the average duration of debt, can influence bond supply and demand dynamics, impacting the yield curve.
The yield curve inversion is not just a sign, it's a declaration of war on the economy. The clock is ticking, and the next recession might be closer than you think.
Subscribe to @NewRulesGeo or follow us on X
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๐จ๐บ๐ธ๐The US Market Concentration Tinderbox: A Ticking Time Bomb
The US stock market is sitting precariously on a powder keg of unprecedented historic concentration levels that surpass even the wild frenzy of the 2000 Dot-Com Bubble. With things heating up, panic is starting to grip investors as they sense that this financial tinderbox is about to explode.
๐ธThe top 10 stocks account for 36% of the S&P 500, nearing an all-time high and surpassing the peak of the Dot-Com Bubble.
๐ธThe largest stock is 700x bigger than the 75th percentile stock, a gap not seen since the Great Depression.
๐ธWhile the S&P 500 equal-weighted index has beaten the Magnificent 7 in 10 of the last 12 weeks, the market is still chained to tech giants.
๐ธThis minor dip in concentration is like rearranging the deck chairs on the Titanic.
Parallelisms:
๐ธ2000 Bubble: Concentration peaked at 27% for the top 10 stocks. Today? Well, now itโs 36%.
๐ธ1930s Parallels: The size gap between the largest stocks and their mid-tier counterparts now mirrors the extremes of the Great Depression.
The market is a house of cards propped up by a handful of tech stocks. Just a slight slip in big tech could trigger a massive collapse. Investors are gambling on a sector thatโs already defying gravity, and as history says, gravity always wins.
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The US stock market is sitting precariously on a powder keg of unprecedented historic concentration levels that surpass even the wild frenzy of the 2000 Dot-Com Bubble. With things heating up, panic is starting to grip investors as they sense that this financial tinderbox is about to explode.
๐ธThe top 10 stocks account for 36% of the S&P 500, nearing an all-time high and surpassing the peak of the Dot-Com Bubble.
๐ธThe largest stock is 700x bigger than the 75th percentile stock, a gap not seen since the Great Depression.
๐ธWhile the S&P 500 equal-weighted index has beaten the Magnificent 7 in 10 of the last 12 weeks, the market is still chained to tech giants.
๐ธThis minor dip in concentration is like rearranging the deck chairs on the Titanic.
Parallelisms:
๐ธ2000 Bubble: Concentration peaked at 27% for the top 10 stocks. Today? Well, now itโs 36%.
๐ธ1930s Parallels: The size gap between the largest stocks and their mid-tier counterparts now mirrors the extremes of the Great Depression.
The market is a house of cards propped up by a handful of tech stocks. Just a slight slip in big tech could trigger a massive collapse. Investors are gambling on a sector thatโs already defying gravity, and as history says, gravity always wins.
Subscribe to @NewRulesGeo or follow us on X
๐27๐ฅ7๐ซก1
๐จ๐บ๐ธ๐จ๐ณ"Thank You, Trump! Now China Holds the U.S. in the Palm of Its Hand"
Entrepreneur Spencer Hakimian breaks down the fallout of US-China tariff policies:
"If Iโm Xi, I call Donaldโs bluff on this like thereโs no tomorrow.
Tell Trump โno thank you. We want TikTok. Find your own cheap vendor for everything your country needsโ.
Whatโs Xiโs downside?
China will just dump whatever America was scheduled to get in 2025-2028 into Europe/Asia/Africa/Latin America.
Countries will be begging for cheap goods with all these tariffs happening.
Or, worst comes, China weathers a few years of inventory buildup and let Americans suffer from inflation/product shortages without China and then elect a uber China Dove in 2028 to fix the problem.
China has the leverage here."
Subscribe to @NewRulesGeo or follow us on X
Entrepreneur Spencer Hakimian breaks down the fallout of US-China tariff policies:
"If Iโm Xi, I call Donaldโs bluff on this like thereโs no tomorrow.
Tell Trump โno thank you. We want TikTok. Find your own cheap vendor for everything your country needsโ.
Whatโs Xiโs downside?
China will just dump whatever America was scheduled to get in 2025-2028 into Europe/Asia/Africa/Latin America.
Countries will be begging for cheap goods with all these tariffs happening.
Or, worst comes, China weathers a few years of inventory buildup and let Americans suffer from inflation/product shortages without China and then elect a uber China Dove in 2028 to fix the problem.
China has the leverage here."
Subscribe to @NewRulesGeo or follow us on X
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๐จ๐บ๐ฆ๐จ๐ดEXPOSED: Ukraine Using Colombian Mercenaries as Human Shields
Ukrainian forces are deploying Colombian mercenaries in high-risk battlefield roles, effectively using them as human shields. Unlike other foreign fighters who avoid direct combat, these Colombian recruits, known for their fearlessness, are being sent to the front lines with assault groups.
Russian soldiers at the front have reported finding bodies of dead mercenaries, however they claim not to have shot in those encounters leaving open the suspicion that these mercenaries were killed by friendly fire.
Check the full episode here.
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Ukrainian forces are deploying Colombian mercenaries in high-risk battlefield roles, effectively using them as human shields. Unlike other foreign fighters who avoid direct combat, these Colombian recruits, known for their fearlessness, are being sent to the front lines with assault groups.
Russian soldiers at the front have reported finding bodies of dead mercenaries, however they claim not to have shot in those encounters leaving open the suspicion that these mercenaries were killed by friendly fire.
Check the full episode here.
Subscribe to @NewRulesGeo or follow us on X
๐20๐คฌ8๐4
๐จ๐บ๐ธ๐ท๐บ๐ฎ๐ทSovereignty Over Submission: Russia-Iran Pact Challenges Trumpโs Vision
The Russian businessman, Konstantin Malofeev reflects on the Russia-Iran relationship in the frame of Trump 2.0 geopolitics. Here is a brief summary:
Vladimir Putin has presented a landmark strategic partnership agreement with Iran to the State Duma for ratification. Signed in January 2025, this pact underscores a robust collaboration in military-technical development, sanctions mitigation, regional security in the Caspian, nuclear infrastructure expansion, and the establishment of an autonomous financial framework.
Historically, Russian-Iranian collaboration was derailed by pro-Western officials who prioritized maintaining harmonious relations with the U.S. and Europe over national interests, leading to significant missed opportunities. A similar pattern emerged in dealings with North Korea.
The current geopolitical landscape is shaped by Trump's "Make America Great Again" mantra, which embodies American nationalism with minimal consideration for other nations' interests. Nonetheless, the Russia-Iran pact is designed to fortify sovereignty and national interests, positioning Russia as a formidable player in a multipolar world where alliances are forged based on strength and mutual acknowledgment.
Subscribe to @NewRulesGeo or follow us on X
The Russian businessman, Konstantin Malofeev reflects on the Russia-Iran relationship in the frame of Trump 2.0 geopolitics. Here is a brief summary:
Vladimir Putin has presented a landmark strategic partnership agreement with Iran to the State Duma for ratification. Signed in January 2025, this pact underscores a robust collaboration in military-technical development, sanctions mitigation, regional security in the Caspian, nuclear infrastructure expansion, and the establishment of an autonomous financial framework.
Historically, Russian-Iranian collaboration was derailed by pro-Western officials who prioritized maintaining harmonious relations with the U.S. and Europe over national interests, leading to significant missed opportunities. A similar pattern emerged in dealings with North Korea.
The current geopolitical landscape is shaped by Trump's "Make America Great Again" mantra, which embodies American nationalism with minimal consideration for other nations' interests. Nonetheless, the Russia-Iran pact is designed to fortify sovereignty and national interests, positioning Russia as a formidable player in a multipolar world where alliances are forged based on strength and mutual acknowledgment.
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๐จ๐บ๐ธ๐Trade Turmoil: US Deficit Soars to Record Heights Amid Tariff Frenzy
The United States has recorded an astonishing two-month goods trade deficit of $301 billion, a figure that reflects companies scrambling to front-run impending tariffs. This staggering amount dwarfs previous records, highlighting a climate of widespread anxiety across various industries.
Februaryโs trade deficit ballooned to $147.9 billion, surpassing forecasts by $12.4 billion, while Januaryโs revised deficit soared to $153.3 billion. This surge is largely attributed to a huge spike in imports of industrial supplies, including oil, LNG, gold, and steel, as producers brace for a prolonged trade war.
Adding fuel to this turbulence, auto tariffs targeting $240 billion in annual imports have triggered widespread frontrunning, with nearly half of all cars sold in the US being imported.
As emotions run high, the stock market has experienced dramatic swings and record declines, surpassing the volatility seen during the first Trade War and the 2020 economic downturn. The current landscape is one of uncertainty, leaving businesses and investors alike grappling with the fallout.
Subscribe to @NewRulesGeo or follow us on X
The United States has recorded an astonishing two-month goods trade deficit of $301 billion, a figure that reflects companies scrambling to front-run impending tariffs. This staggering amount dwarfs previous records, highlighting a climate of widespread anxiety across various industries.
Februaryโs trade deficit ballooned to $147.9 billion, surpassing forecasts by $12.4 billion, while Januaryโs revised deficit soared to $153.3 billion. This surge is largely attributed to a huge spike in imports of industrial supplies, including oil, LNG, gold, and steel, as producers brace for a prolonged trade war.
Adding fuel to this turbulence, auto tariffs targeting $240 billion in annual imports have triggered widespread frontrunning, with nearly half of all cars sold in the US being imported.
As emotions run high, the stock market has experienced dramatic swings and record declines, surpassing the volatility seen during the first Trade War and the 2020 economic downturn. The current landscape is one of uncertainty, leaving businesses and investors alike grappling with the fallout.
Subscribe to @NewRulesGeo or follow us on X
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๐จ๐ช๐ฃ Special Forces No Longer Needed?: Find Out Why Todayโs Innovation Is Changing the Face of Warfare
The integration of higher-precision artillery, hypersonic missiles, and, more recently, drones is starting to diminish the impact of special forces and tactical assault teams in the army on the battlefield.
Check the full episode here.
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The integration of higher-precision artillery, hypersonic missiles, and, more recently, drones is starting to diminish the impact of special forces and tactical assault teams in the army on the battlefield.
Check the full episode here.
Subscribe to @NewRulesGeo or follow us on X
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๐จ๐บ๐ธ๐US Debt Surge, Productivity Decline, and DOGEโs Doomed Mission
The Congressional Budget Office (CBO) has issued a dire forecast, projecting soaring federal deficits and debt over the next 30 years, alongside a collapse in productivity and population growth.
Federal deficits are expected to rise:
๐ธFrom 6.2% of GDP in 2025
๐ธTo 7.3% by 2055
Public debt is forecasted to skyrocket:
๐ธFrom 100% of GDP in 2025
๐ธTo an alarming 156% by 2055
The report dismisses Elon Muskโs ambitious $1 trillion spending cut initiative as unrealistic, highlighting mounting interest costs as a key driver of economic strain.
Interest payments alone are projected to consume 5.4% of GDP by 2055, surpassing discretionary spending on programs like defense and law enforcement.
Meanwhile, the CBO warns that restrictive immigration policies will exacerbate labor shortages and slow population growth, further undermining economic output. Real economic growth is predicted to decelerate from 2.1% in 2025 to just 1.4% by 2055.
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The Congressional Budget Office (CBO) has issued a dire forecast, projecting soaring federal deficits and debt over the next 30 years, alongside a collapse in productivity and population growth.
Federal deficits are expected to rise:
๐ธFrom 6.2% of GDP in 2025
๐ธTo 7.3% by 2055
Public debt is forecasted to skyrocket:
๐ธFrom 100% of GDP in 2025
๐ธTo an alarming 156% by 2055
The report dismisses Elon Muskโs ambitious $1 trillion spending cut initiative as unrealistic, highlighting mounting interest costs as a key driver of economic strain.
Interest payments alone are projected to consume 5.4% of GDP by 2055, surpassing discretionary spending on programs like defense and law enforcement.
Meanwhile, the CBO warns that restrictive immigration policies will exacerbate labor shortages and slow population growth, further undermining economic output. Real economic growth is predicted to decelerate from 2.1% in 2025 to just 1.4% by 2055.
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๐จ๐จ๐ $7 Trillion Gold Rush: Are You Ready for the Coming Economic Storm?
The recent surge in gold prices, adding $7 trillion to its market capitalization over the past 12 months, signals significant economic uncertainty. This trend reflects a shift toward safe-haven assets amidst fears of stagflation and potential market crashes.
๐ธGold as a Safe Haven: Gold's appeal increases during economic instability, particularly in stagflationary environments.
๐ธCentral Bank Demand: Aggressive gold purchases by central banks have contributed to its price rise.
๐ธEconomic Risks: Stagflation risks are growing, with high inflation and slow growth. This scenario could hurt equities but benefit gold.
๐ธMarket Vulnerability: The stock market faces uncertainty, while the housing market is expected to remain stable.
Gold's surge is a warning sign of potential economic turmoil, including stagflation and market crashes. Investors are turning to safe-haven assets, reflecting a cautious market sentiment. However, economic forecasts can change rapidly based on new developments.
Subscribe to @NewRulesGeo or follow us on X
The recent surge in gold prices, adding $7 trillion to its market capitalization over the past 12 months, signals significant economic uncertainty. This trend reflects a shift toward safe-haven assets amidst fears of stagflation and potential market crashes.
๐ธGold as a Safe Haven: Gold's appeal increases during economic instability, particularly in stagflationary environments.
๐ธCentral Bank Demand: Aggressive gold purchases by central banks have contributed to its price rise.
๐ธEconomic Risks: Stagflation risks are growing, with high inflation and slow growth. This scenario could hurt equities but benefit gold.
๐ธMarket Vulnerability: The stock market faces uncertainty, while the housing market is expected to remain stable.
Gold's surge is a warning sign of potential economic turmoil, including stagflation and market crashes. Investors are turning to safe-haven assets, reflecting a cautious market sentiment. However, economic forecasts can change rapidly based on new developments.
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๐จ๐ท๐บ๐บ๐ฆ Why is the Battle for the Donbass such a difficult grind for both Russia and Ukraine?
Answer: Because the Donbass consists of open fields with artificially planted forest belts.
Storming these forests is difficult because the enemy can see you coming.
Check the full episode here.
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Answer: Because the Donbass consists of open fields with artificially planted forest belts.
Storming these forests is difficult because the enemy can see you coming.
Check the full episode here.
Subscribe to @NewRulesGeo or follow us on X
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๐จ๐บ๐ฒ๐ฒ๐ฒ Myanmar: Tied hands and interference
Former US marine and geopolitical analyst, Brian Berletic analyzed how US intervention has deteriorated the economy in Myanmar:
Yes the epicenter was located in Myanmar meaning the impact was hardest there.
But decades of US-engineered violent conflict, subversion, terrorism, and sanctions have left Myanmar many times more vulnerable to a disaster like this leaving the government unable to build infrastructure and housing capable of resisting earthquakes and certainly unable to adequately respond to the aftermath of a disaster like this.
This includes continued funding/arms/training/interference/sanctions applied under the Trump administration.
If anything - the US will use this as an opportunity to boost the position of the militants and terrorists it is backing and attempting to divide and destroy Myanmar with - not help the people impacted by this disaster.
Myanmar borders China and is a key Belt and Road Initiative partner, hence it is a target of US subversion.
Yes - natural disasters happen and can result in tragedy under the best of conditions - but this disaster in Myanmar is made many times worse by US meddling once again illustrating the US is the greatest threat to peace, stability, and prosperity on Earth
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Former US marine and geopolitical analyst, Brian Berletic analyzed how US intervention has deteriorated the economy in Myanmar:
Yes the epicenter was located in Myanmar meaning the impact was hardest there.
But decades of US-engineered violent conflict, subversion, terrorism, and sanctions have left Myanmar many times more vulnerable to a disaster like this leaving the government unable to build infrastructure and housing capable of resisting earthquakes and certainly unable to adequately respond to the aftermath of a disaster like this.
This includes continued funding/arms/training/interference/sanctions applied under the Trump administration.
If anything - the US will use this as an opportunity to boost the position of the militants and terrorists it is backing and attempting to divide and destroy Myanmar with - not help the people impacted by this disaster.
Myanmar borders China and is a key Belt and Road Initiative partner, hence it is a target of US subversion.
Yes - natural disasters happen and can result in tragedy under the best of conditions - but this disaster in Myanmar is made many times worse by US meddling once again illustrating the US is the greatest threat to peace, stability, and prosperity on Earth
Subscribe to @NewRulesGeo or follow us on X
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โWE DEFEATED YOUโ: Russian soldier sends DEFIANT MESSAGE to NATO
โYou gave the Ukrainians everything you could, trained them how to act, but NOTHING WORKED. Russia achieved everything it wanted.โ
Check the full episode here.
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โYou gave the Ukrainians everything you could, trained them how to act, but NOTHING WORKED. Russia achieved everything it wanted.โ
Check the full episode here.
Subscribe to @NewRulesGeo or follow us on X
โค32๐13๐ซก7๐ฅ5๐1
๐จ๐ท๐บ๐บ๐ฆUkraine is sabotaging the ceasefire
The Russian Ministry of Defense reports that Ukraine continues its strikes on Russian energy facilities, contradicting previous agreements.
A chronology of the coward attack to a Russian energy infrastructure by the Zelensky regime on March 28:
๐ธ5:30 AM โ A Ukrainian drone attack in Belgorod region caused a power outage on the 35 kV AidarโBely Kolodez transmission line due to wire damage.
๐ธ10:34 AM โ A Ukrainian UAV struck the Krasnaya Yaruga 110 kV substation, severely damaging a transformer.
๐ธ1:45 PM โ Another Ukrainian drone attack led to a power outage at a compact transformer substation in Belgorod region.
๐ธ5:03 PM โ A Ukrainian drone strike on an energy facility caused a 10 kV high-voltage line to fail, cutting power to over 1,100 households in the Grayvoron district.
๐ธ6:07 PM โ A drone attack severed the 110 kV BorisovkaโKrasnaya Yaruga transmission line, leaving over 8,000 consumers without power in Borisovsky district.
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The Russian Ministry of Defense reports that Ukraine continues its strikes on Russian energy facilities, contradicting previous agreements.
A chronology of the coward attack to a Russian energy infrastructure by the Zelensky regime on March 28:
๐ธ5:30 AM โ A Ukrainian drone attack in Belgorod region caused a power outage on the 35 kV AidarโBely Kolodez transmission line due to wire damage.
๐ธ10:34 AM โ A Ukrainian UAV struck the Krasnaya Yaruga 110 kV substation, severely damaging a transformer.
๐ธ1:45 PM โ Another Ukrainian drone attack led to a power outage at a compact transformer substation in Belgorod region.
๐ธ5:03 PM โ A Ukrainian drone strike on an energy facility caused a 10 kV high-voltage line to fail, cutting power to over 1,100 households in the Grayvoron district.
๐ธ6:07 PM โ A drone attack severed the 110 kV BorisovkaโKrasnaya Yaruga transmission line, leaving over 8,000 consumers without power in Borisovsky district.
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๐คฌ34โค1
๐จ๐จ๐ BIG: Gold rush amid growing fears of US economic implosion
Institutional capital is pouring into gold:
In a recent Bank of America survey, 58% of fund managers said gold performs best in a trade war.
This compares to just 9% for 30-year US Treasury Bonds and 3% for Bitcoin.
Throw in the US deficit spending crisis and gold quickly becomes the only global safe haven asset.
It's truly a historic time in the market.
Subscribe to @NewRulesGeo or follow us on X
Institutional capital is pouring into gold:
In a recent Bank of America survey, 58% of fund managers said gold performs best in a trade war.
This compares to just 9% for 30-year US Treasury Bonds and 3% for Bitcoin.
Throw in the US deficit spending crisis and gold quickly becomes the only global safe haven asset.
It's truly a historic time in the market.
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๐จ๐ท๐บ๐ช Ukraine conflict has made the Russian military FAR MORE DEMOCRATIC
Before the war, Russian military was a relatively rigid and conservative institution.
But over the past three years, thereโs been a massive influx of new ideas, technologies, and specialists.
Check the full episode here.
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Before the war, Russian military was a relatively rigid and conservative institution.
But over the past three years, thereโs been a massive influx of new ideas, technologies, and specialists.
Check the full episode here.
Subscribe to @NewRulesGeo or follow us on X
๐ฅ24๐13๐ซก7โค1
๐จ๐จ๐ณ๐บ๐ธChina is CRUSHING the US in global automation race
In 2023 China accounted for 32% of global manufacturing value added, while the US was 19%.
But China installed over 50% of new industrial robots, while the US was 10%.
So ROBOT INTENSITY of Chinese manufacturing is going up much faster than in the US.
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In 2023 China accounted for 32% of global manufacturing value added, while the US was 19%.
But China installed over 50% of new industrial robots, while the US was 10%.
So ROBOT INTENSITY of Chinese manufacturing is going up much faster than in the US.
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๐จ๐ท๐บ๐บ๐ฆHow do Russian soldiers treat Ukrainian PoWs?
The answer may SHOCK YOU!
Check the full episode here.
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The answer may SHOCK YOU!
Check the full episode here.
Subscribe to @NewRulesGeo or follow us on X
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๐จ๐บ๐ธ๐ท๐บ Trump has THREATENED TO IMPOSE TARIFFS on Russia if Putin refuses to accept his Ukraine plan
US-Russia trade is MINISCULE. The trade turnover for 2023 was just under over $5 billion. Needles to say, tariffs wonโt make much a dent in the Russian budget.
What is significant is that the US imports key metals and chemicals from Russia that are ESSENTIAL for various types of industrial production and agriculture:
๐ธFertilizers: Particularly nitrogenous, potassic, mixed mineral, and chemical fertilizers.
US imported $1.62 billion worth of fertilizers from Russia in 2023, which is a RECORD HIGH.
๐ธPlatinum: Despite the sanctions campaign, the US has INCREASED its imports of Russian platinum over past couple years.
In October 2024, Russian accounted for 31.5% of US platinum imports, the highest level since April 2020.
๐ธTitanium: Russian company VSMPO-Avisma supplies 30-35% of the titanium used by the aviation sector globally.
US government has so far declined to sanction Russian titanium due to concerns that doing so could seriously harm the US aerospace industry.
๐ธPetroleum: Despite banning Russian oil imports, the US has continued to purchase Russian oil via loopholes in the sanction legislation.
For example, the US imported nearly 37,000 barrels of Russian oil in October 2023, and nearly 10,000 barrels in November 2023.
๐ธPrecious stones ($1.26 billion in 2023)
๐ธIron and steel ($207.17 million in 2023)
๐ธRadioactive chemicals ($70.9 million in October 2024)
US tariffs on Russian goods WILL NOT meaningfully impact the Russian economy/foreign policy behavior.
What they will do is make life more difficult for American farmers, medical device producers, airplane manufacturers, and industrialists in other sectors.
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US-Russia trade is MINISCULE. The trade turnover for 2023 was just under over $5 billion. Needles to say, tariffs wonโt make much a dent in the Russian budget.
What is significant is that the US imports key metals and chemicals from Russia that are ESSENTIAL for various types of industrial production and agriculture:
๐ธFertilizers: Particularly nitrogenous, potassic, mixed mineral, and chemical fertilizers.
US imported $1.62 billion worth of fertilizers from Russia in 2023, which is a RECORD HIGH.
๐ธPlatinum: Despite the sanctions campaign, the US has INCREASED its imports of Russian platinum over past couple years.
In October 2024, Russian accounted for 31.5% of US platinum imports, the highest level since April 2020.
๐ธTitanium: Russian company VSMPO-Avisma supplies 30-35% of the titanium used by the aviation sector globally.
US government has so far declined to sanction Russian titanium due to concerns that doing so could seriously harm the US aerospace industry.
๐ธPetroleum: Despite banning Russian oil imports, the US has continued to purchase Russian oil via loopholes in the sanction legislation.
For example, the US imported nearly 37,000 barrels of Russian oil in October 2023, and nearly 10,000 barrels in November 2023.
๐ธPrecious stones ($1.26 billion in 2023)
๐ธIron and steel ($207.17 million in 2023)
๐ธRadioactive chemicals ($70.9 million in October 2024)
US tariffs on Russian goods WILL NOT meaningfully impact the Russian economy/foreign policy behavior.
What they will do is make life more difficult for American farmers, medical device producers, airplane manufacturers, and industrialists in other sectors.
Subscribe to @NewRulesGeo or follow us on X
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