SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : World Outlook

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Les H who wrote (48972)11/19/2025 7:46:18 AM
From: Les H  Read Replies (1) of 50549
 
Top of the BoP and Other Trump Fantasies From the Battlefields of Ukraine and Gaza to the Shores of Pakistan and Venezuela – This Is How The US Is Retreating
Posted on November 19, 2025 by Yves Smith

Yves here. John Helmer provides some background below on the back and forth over draft texts on the UN
resolution that attempts to put lipstick on the pig of the US-Israel takeover of Gaza. Since there is still no
actual ceasefire, the “Board of Peace” is premature. But then again, Trump is all branding, with it being
routine that the box that he is selling is empty.
Top of the BoP and Other Trump Fantasies From the Battlefields of Ukraine and Gaza to the Shores of Pakistan and Venezuela – This Is How The US Is Retreating | naked capitalism

Taking over Venezuela's oil and pumping as much oil as possible to drive down the price of oil for the
Russians to sew instability has long been articulated. The problem with that view is that the breakeven price
for Venezuelan oil is likely to rise substantially in order to finance both the oil exploration and the
reconstruction of the economy while rebuilding foreign reserves. The same rationale was made for invading
Iraq and the breakeven cost of extracting their oil is now substantially higher than Russia's. The US oil
companies are unlikely to shoot themselves in the foot by undercutting their own investments in the US.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext