Monday, March 7, 2022

Chess and Checkers

There is a lot of uninformed chatter about this Russia / Ukraine invasion. I'm not an expert, and neither is your cloddish friend on twitter with the Ukrainian flag in her bio.


If you follow commodity investing, Russia comes up a lot.  Oil, gas, uranium and wheat are the things that Russia makes.  While the US has been teaching students that men can get pregnant and that gender is a social construct, Russia has been making things that people need to live in the modern world.  Energy is life, and Russia has it.

Who is dependent on the Russian company Gazprom?  Let's take a look:


Look at Germany.  That's around 50% of its gas.  How hard do they want Russia to get hit?  How serious are they about sanctions?

Last night the oil price went nuts.  So not only are the warmongering mouthpieces of The Beast calling for sanctions, but YOU and the rabble in Europe will pay the price - literally:


What about Oil in Europe?  Let's take a look:


In case you're wondering why the sounds out of Russia are much less shrill than the talking heads on corporate media, the above chart tells you why.  They are playing chess. The "west" is playing checkers.  Ukrainian flags in bios don't really accomplish much.

I don't see any way around it.  Food is going to get expensive.  You have the biggest exporter of wheat invading the 5th biggest exporter.  The planting season is coming up.  I doubt there will be much planting in the Ukraine this year, and screaming woke Corporate Media types are calling for a ban on all Russian products.  How is that supposed to work?  I think you are about to find out.


If we take a look at fertilizer production (that's the stuff you need to grow food), then you see more of the same:


The other Big Bear gets it.  A lot of this is retarded.  The all noise, no signal Corporate Media has gotten clueless, social media addled people who are divorced from reality to totally forget BUG19 (remember that?), and obsess over Ukraine.  Again, it's quite amazing what they're able to do with the tools they have.

Anyone saying Putin has 'played himself', or that he's 'crazy', or that he is 'losing', is obviously so ill informed that you should never listen to them again. Ever.

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