New Rules
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New Rules examines the geopolitical, economic, ideological trends changing the world.

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๐Ÿšจ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ฎ๐Ÿ‡ทWar with Iran? U.S. suspicious movements at Diego Garcia base

That small orange dot on the map represents Diego Garcia, a US military base strategically situated at a crucial choke point along the major shipping lanes of the Indian Ocean, over 3,500 kilometers from Yemen.

Due to its proximity to the Middle East, Diego Garcia serves as a formidable and secure platform for US military power. Recently, the United States has deployed at least three B-2 Spirit stealth bombers, 18 refueling tankers and dozens of fighter jets to that base. The last time the US did this was to bomb Yemen.

If Iran were to be attacked, Diego Garcia would be a crucial support base. So, do these developments signify an imminent conflict?

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๐Ÿ›ธ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆDrones Flying High: How UAVs Soar Past Traditional Aviation

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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๐Ÿšจ๐Ÿ‡ช๐Ÿ‡บ๐Ÿ’ถThe 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.

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๐Ÿšจ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ“‰The 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:

๐Ÿ”ธThe May 2019 inversion ushered in the COVID-19 recession.
๐Ÿ”ธThe February 2006 inversion preceded the Great Recession.
๐Ÿ”ธThe July 2000 inversion foreshadowed the 2001 recession.

The current yield curve is influenced by several factors:

๐Ÿ”ธMarket 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.

๐Ÿ”ธMonetary Policy: The Federal Reserve's cautious approach in 2025, including rate cuts, is expected to influence short-term yields, potentially steepening the yield curve.

๐Ÿ”ธRisk Perceptions: Persistent inflation rates above target levels continue to shape risk perceptions, keeping long-term yields stable even as short-term rates decline

๐Ÿ”ธGlobal Economic Conditions: Diverging global growth, with some regions experiencing slower growth, may influence US bond yields and the yield curve.

๐Ÿ”ธSupply 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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๐Ÿšจ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ“‰The 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.

๐Ÿ”ธThe 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.

๐Ÿ”ธThe largest stock is 700x bigger than the 75th percentile stock, a gap not seen since the Great Depression.

๐Ÿ”ธWhile 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.

๐Ÿ”ธThis minor dip in concentration is like rearranging the deck chairs on the Titanic.

Parallelisms:

๐Ÿ”ธ2000 Bubble: Concentration peaked at 27% for the top 10 stocks. Today? Well, now itโ€™s 36%.

๐Ÿ”ธ1930s 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 thatโ€™s already defying gravity, and as history says, gravity always wins.

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๐Ÿšจ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡จ๐Ÿ‡ณ"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 Iโ€™m Xi, I call Donaldโ€™s bluff on this like thereโ€™s no tomorrow.

Tell Trump โ€œno thank you. We want TikTok. Find your own cheap vendor for everything your country needsโ€.

Whatโ€™s Xiโ€™s 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."

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๐Ÿšจ๐Ÿ‡บ๐Ÿ‡ฆ๐Ÿ‡จ๐Ÿ‡ดEXPOSED: 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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๐Ÿšจ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ทSovereignty Over Submission: Russia-Iran Pact Challenges Trumpโ€™s 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.

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๐Ÿšจ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ“ŠTrade 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.

Februaryโ€™s trade deficit ballooned to $147.9 billion, surpassing forecasts by $12.4 billion, while Januaryโ€™s 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.

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๐Ÿšจ๐Ÿช–๐Ÿ’ฃSpecial Forces No Longer Needed?: Find Out Why Todayโ€™s 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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๐Ÿšจ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ“‰US Debt Surge, Productivity Decline, and DOGEโ€™s 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:
๐Ÿ”ธFrom 6.2% of GDP in 2025
๐Ÿ”ธTo 7.3% by 2055

Public debt is forecasted to skyrocket:
๐Ÿ”ธFrom 100% of GDP in 2025
๐Ÿ”ธTo an alarming 156% by 2055

The report dismisses Elon Muskโ€™s 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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๐Ÿšจ๐ŸŸจ๐Ÿ“ˆ$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.

๐Ÿ”ธGold as a Safe Haven: Gold's appeal increases during economic instability, particularly in stagflationary environments.

๐Ÿ”ธCentral Bank Demand: Aggressive gold purchases by central banks have contributed to its price rise.

๐Ÿ”ธEconomic Risks: Stagflation risks are growing, with high inflation and slow growth. This scenario could hurt equities but benefit gold.

๐Ÿ”ธMarket 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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๐Ÿšจ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆ 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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๐Ÿšจ๐Ÿ‡บ๐Ÿ‡ฒ๐Ÿ‡ฒ๐Ÿ‡ฒ 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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โ€œWE DEFEATED YOUโ€: Russian soldier sends DEFIANT MESSAGE to NATO

โ€œYou 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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๐Ÿšจ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆUkraine 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:

๐Ÿ”ธ5:30 AM โ€“ A Ukrainian drone attack in Belgorod region caused a power outage on the 35 kV Aidarโ€“Bely Kolodez transmission line due to wire damage.

๐Ÿ”ธ10:34 AM โ€“ A Ukrainian UAV struck the Krasnaya Yaruga 110 kV substation, severely damaging a transformer.

๐Ÿ”ธ1:45 PM โ€“ Another Ukrainian drone attack led to a power outage at a compact transformer substation in Belgorod region.

๐Ÿ”ธ5:03 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.

๐Ÿ”ธ6:07 PM โ€“ A drone attack severed the 110 kV Borisovkaโ€“Krasnaya Yaruga transmission line, leaving over 8,000 consumers without power in Borisovsky district.

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๐Ÿšจ๐ŸŸจ๐Ÿ“ˆ 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.

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๐Ÿšจ๐Ÿ‡ท๐Ÿ‡บ๐Ÿช– 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, thereโ€™s been a massive influx of new ideas, technologies, and specialists.

Check the full episode here.

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๐Ÿšจ๐Ÿ‡จ๐Ÿ‡ณ๐Ÿ‡บ๐Ÿ‡ธChina 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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๐Ÿšจ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆHow do Russian soldiers treat Ukrainian PoWs?

The answer may SHOCK YOU!

Check the full episode here.

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