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Part 2 Time for a wider lens to see what things are happening outside of the immediate SMO zone, and implications thereof. I welcome your comments / debate. Geopolitics Negotiations As many of you will know, the first and only opportunity for a true peace settlement was in March 2022.  Following three rounds of negotiations … Read more

The last thread was getting pretty long and hard to read, so I thought I would start a new one. I’ve been so inspired by the meme’s produced by the @auseconomicunit EZFKA account that I’m going to do a homage to them. I’ll start with one of my recent favorites: It is simple but effective, … Read more

Part 1 Muscling in on stagmal’s turf here…. There is a lot of ground to cover, so I will break this piece in a couple of parts.  My information comes from a variety of sources, both Western MSM, Russian MSM (if available in English), independent blogs, and a variety of Telegram channels.  For Russian side … Read more

Most commentary I’ve been following says that an American recession is on the cards, but they argue about its depth. Nouriel Roubini (https://nourielroubini.com/a-stagflationary-debt-crisis-looms/) says that the world is in deep shit….but he always says that. I think it’s too early to call inflation baked in. We’re only just exiting the post-covid boom…and China is just … Read more

It’s the end of 2022! Another year at this place. Man this year has seen a lot happen, or not happen. This thread will be a runover of every major notable thing that has occured over the last year which has gripped the interest of this blog. I’ll provide some brief commentary and perspectives on … Read more

https://www.smh.com.au/property/news/why-nobody-expected-the-sharpest-property-price-falls-in-decades-20221226-p5c8u3.html The bears are taking their victory lap and basking in the sun. They reckon their predictions have finally come true and that the great property crash is unfolding before us, but is it? Some bold calls that 50% crash is already well and truly under way and that prices have already dropped 30% in … Read more

Wishing everyone happy holidays and lots of BBQ chats about propadee with beautiful people! Wishing youse and yours heaps of good presents, too! Do what you must to keep the revs up on the mighty economic engine of the EZFKA – consumer spending on imports.

It is with great pleasure that I announce the formal arrest of Sam Bank-Friendman pending his extradition to the United States, who have formally applied for it today in the Bahamas. It also effectively closes the circle in terms of the SBF case study, and speculation around the toxic role he has played in crypto. … Read more