Wednesday, 19 March 2025

THE RISE, THE FALL, THE REINCARNATION OF DEBENHAMS

19 March 2025Debenhams: The Rise, The Fall, The ReincarnationOnce a stalwart of the British high street, Debenhams was a textbook example the retail department store chain that fell out of fashion.. It didn’t just stumble; it was tripped, shoved, flattened and felled under the weight of private equity debt, shifting shopping habits, and a changing social fabric.The Debt-Driven Doom LoopDebenhams’ demise wasn’t simply about poor management or declining...

Sunday, 16 March 2025

THE DOLLAR MILKSHAKE THEORY PART I

16 March 2025 The aim of this article is to explain the dollar milkshake, the theory to those who haven't heard of it before.https://www.theinvestorspodcast.com/dollar-milkshake-theory/https://youtu.be/zHzFLoMLfpA?si=fbuHEYWW0JZzZ5D0In Part I, we will look at when and why America came off the gold standard and the immediate consequences.1. When did America come off the gold standard?1. Nixon took the U.S. off the gold standard on August...

Saturday, 15 March 2025

WAS THE BOLSHEVIC REVOLUTION THE FIRST COLOUR REVOLUTION

15 March 2025Antony Sutton in 'Wall Street and the Bolshevik Revolution' (1974) The foreign intervention in Russia during the Russian Civil War (1917–1922) was driven by multiple factors, depending on the country involved. The three main factions in the conflict were:1. The Bolsheviks (Red Army) – Led by Lenin and Trotsky, they aimed to establish a communist state.2. The Russian Whites – A mix of monarchists, conservatives, and moderate...

Thursday, 13 March 2025

THE WEST HAS BEEN DEFEATED IN UKRAINE, BUT IS IN DENIAL OF THE FACTS

13 March 2025 Macron proposed a selective ceasefire - just in the areas that hurt the most. (He wants a no-fly zone, protection for the ports and for the energy system.)Marco Rubio proposes a ceasefire - a ceasefire in military terms, but no agenda for a settlement.How to explain this ceasefire proposal, coming from the losing side, which is obviously going to be rejected?How to explain the Europeans turning their gaze away from the reality...

Wednesday, 12 March 2025

MEDIUM TERM MARKET TREND MODEL TURNS BEARISH.

12 March 2025Medium-Term Market Trend Model Turns BearishSummary of this report from Investopedia's Chart Advisor.Key takeaway : The medium-term trend turning bearish suggests that investors should be cautious in the coming months.With things as they are today, maybe the best tactic is wait-and-hope for a bounce over the next week or two....perhaps up until june... and then out of developed market ETFs for the remainder of the year.... "all things...

GRIFTERS AND LAWYERS COULD BRING DOWN AN ENTIRE ECONOMY

12 March 2025 https://www.lse.co.uk/news/SUS/fca-to-await-supreme-court-call-before-taking-motor-finance-next-step-ksebo09c829ao3t.htmlhttps://www.telegraph.co.uk/business/2025/03/11/millions-car-finance-customers-to-get-compensation/On the face of it, the garages acted as a credit broker and as such should have gone with the lowest price not the highest commission. That's a fair principle.Reality is, water flows downhill.From my understanding,...

Tuesday, 11 March 2025

WAR OR WEALTH: BRITAIN AND AMERICA FALL OUT OVER STRATEGY FOR UKRAINE

11 March 2025 We've had no explanation so far as to why London and Washington are so profoundly at odds over the flow of weapons and intelligence and also over the mineral rights deal. Moscow has apparently offered Washington a deal over development of Russia's 70 trillion dollars worth of natural resources. Kiev is auctioning off its 7 trillion's worth and this might be included as a secret annex to the one hundred year friendship...

Saturday, 8 March 2025

TRUMP'S FOREIGN POLICY IS A CONFUSION FULL OF CONTRADICTIONS

8 March 2025 This article will outline half a dozen major inconsistencies - contradictions - in Trump's statements on Russia, Ukraine, and the broader geopolitical situation. The article have been updated with the fiasco of this supposed ceasefire, 30 days ceasefire in Ukraine. Russophrenia - "a condition where the sufferer believes Russia is both about to collapse, and to take over the world."1. Russia’s Intentions vs....

Tuesday, 4 March 2025

EUROPE HAS TWO OPTIONS: GET WITH THE PROGRAM OR DIE.

4 March 2025 Europe at a Crossroads: Stuck in the Past While the Future Moves OnEuropean leaders have been living under the stone of American protection for too long, detached from the realities of power, from any sense of real responsibility for the future of their Union, seemingly unaware of the changing global order. Decades of passive reliance on the U.S. security umbrella have dulled strategic thinking, creating...

Saturday, 1 March 2025

UNDERSTANDING ZELENSKI'S HISSY FIT

2 March 2025 Well, that's right—it's very difficult to make sense of what's happening here. We can understand the events as they unfold, but explaining the thinking behind them is much harder.To me, the simplest way to understand the relationship between a metropole and its vassal states is to see it as a parent-child dynamic.The metropole acts as the responsible authority, making decisions and providing stability, while the vassal behaves...