(1) Started to slowly-slowly-ever-more-slowly ("SSEMS") deploy the mrs' windfall and started her accumulation of CCJ, BHP, RIO, NEM, FNV, DRD, SBSW, PAAS, GDX, GDXJ, XOM, 0941.HK, 0883.HK, and 0388.HK, and in TLT and HK government bond, not just in anticipation of nuclear power revival / uranium shortage, but to do with expansion of peace, surge of prosperity, and spreading infrastructure build / rebuild across the Eurasian / Africa landscape.
TLT is in anticipation of dramatic reversion of Team USA interest rate back to the mean of zero, and HK government bond is to invest in bonds of entity that des not require borrowing. Both yield to maturity / term (20-30 years) similar, to mark time and without any intention to hold for more than 24 months.
General idea being inflation-proofing and prosperity-tagging, by ways of a bouquet of metals, signals, carbon energy, and trading platform. Am still pondering about banking of the traditional easter sort as opposed to the new fangled and exploding western varieties.
(2) Seems Team USA figuring out that bombing no longer welcomed and has stopped to work, and now must compete to BBB (build back better) not just domestically but for total strangers.
(3) Whatever the case, cannot print highways, ports, train systems, and power stations, even if such can be wealth-transfer-built by conscription of savings via printing of non-blockchain fiat CBDC tokens trading facilitated by blockchain and traditional exchange platforms.
So, and therefore, must engage with metallic commodities, energy, cellular communications, and trading platform listed above.
(4) Am about 1.2% invested for the mrs, per SSEMS, because month quarter to quarter losses are not allowed, and should such happen, either I make up the difference or investment authority withdrawn and handed to some banker.
(5) Geopolitically-speaking, am fascinated by the one-two-three of ...
(5-i) Team proto-USSR spending commodities to fund industrialised war against Europe, Neo-Europe, New World, in effect, to see whether photo-USSR runs out of commodities before counterparties run out of enthusiasm
(5-ii) Team EU / Nato self-de-industrialise, de-militarise, and generally doing some inexplicable but woke actions either of deep stratagem or completely-winging-it
(5-iii) Commodities domains de-colonising, especially getting rid of attachments to the old EU and older-still legacies
(5-iv) Team China China China building building building constructive infrastructure everywhere including cislunar space, even as making a bit of diversionary noise whilst building less constructive navy ships like dumplings, airforce all-hypersonics faster than fast, and army don't forget the drones, lots and lots of drones
(5-v) Very curious to see which domain gets to the first fusion reactor, the one power source to become the only power source
(5-vi) Also very curious about Team USA 2024 election season and outcome
In case you have not been notified by CNN / Fox, something about the blue-dot-network en.wikipedia.org <<In June 2021, the Group of Seven (G7) announced the adoption of the Build Back Better World (B3W) initiative to counter China's BRI. [4] Thereafter, the Blue Dot Network was co-opted into the B3W initiative>>
seems to the average j6p, to simultaneously fund hot war to the east, Cold War to the west, build infrastructure for strangers, fill pot holes for self, and add to obsolete navy, re-up munition-less army, fix problematic airforce, and and and, and oh, deal with education, reparation, etc etc just as retirement surge underway, a bridge too far possibly but do not know until known, and so I remain agnostic
rt.com
US seeks to counter China with Middle East rail project
National Security Advisor Jake Sullivan has held talks with his Saudi, UAE, and Indian counterparts
In a first engagement of its kind, US National Security Advisor (NSA) Jake Sullivan met Indian counterpart Ajit Doval as well as Saudi Arabian Crown Prince Mohammed bin Salman and UAE national security official Sheikh Tahnoon bin Zayed Al Nahyan in Jeddah on Sunday.
According to the White House, the four participants discussed how to “advance their shared vision of a more secure and prosperous Middle East region interconnected with India and the world.”
New Delhi and Washington, both part of a dialogue group called I2U2, along with Israel and the UAE, are seeking to create a new security alliance with the oil-rich sheikdoms to counter China’s growing footprint in the region, such as Beijing’s ambitious Belt and Road Initiative (BRI).
The meeting assumes significance in light of the historic Abraham Accords, which aim to reset ties between Israel and its Arab neighbors, and the recent diplomatic breakthrough between Saudi Arabia and Iran, which was brokered by China.
The White House said Sullivan had met Doval separately to “discuss bilateral and regional matters” amid the NSA’s plans to “further consult… on the margins of the Quad Summit later this month in Australia.”
Before Sunday’s talks, Sullivan said “new areas of cooperation between New Delhi and the [Persian] Gulf as well as the US and the rest of the region, fueled in part by the Comprehensive Economic Partnership Agreement signed last year between India and the UAE” would be discussed. “And this can help us carry forward some very tangible initiatives that we think will be unlike anything that we have seen in the region in recent years,” he added.
During a speech at the Washington Institute of Near East Policy on May 4, Sullivan outlined the US vision for the Middle East. “This new framework for US engagement in the Middle East is built on five basic elements: partnerships, deterrence, diplomacy and de-escalation, integration, and values,” he said.
According to an Axios report before the meeting, the US, Saudi, Emirati and Indian NSAs were expected to discuss “a possible major joint infrastructure project to connect [Persian] Gulf and Arab countries via a network of railways that would also be connected to India via shipping lanes from ports in the region.” New Delhi has evinced its interest in the project, according to officials in India’s Ministry of External Affairs (MEA).
India is keen to stymie Beijing’s ambitions after China brokered the landmark Saudi-Iran pact, which caught New Delhi unawares. India sees a massive opportunity in energy security amid better connectivity that will allow faster movement of crude and other freight, which, in turn, will reduce its high transportation costs in the long term. The move is also viewed as a win-win situation for the 8 million-strong Indian diaspora in the Persian Gulf and one of the major sources of the country’s remittance.
A project of this scale could help India’s infrastructure ambitions as New Delhi has had similar experience, including in neighboring Sri Lanka. In addition, the initiative is in sync with America’s Blue Dot Network infrastructure project and will give India a way to bypass Pakistan, which has barred New Delhi from accessing overland transit routes. On completion, India will have better access to ports in Iran and all six Gulf Cooperation Council (GCC) countries – Saudi Arabia, the UAE, Qatar, Oman, Bahrain, and Kuwait.
Sullivan hinted at the initiative during his May 4 speech. “If you remember nothing else from my speech, remember I2U2, because you will be hearing more about it as we go forward,” he said.
The US official said plans are being made to connect South Asia, the Middle East, and the US “in ways that advance our economic technology and diplomacy” amid “some new exciting steps that we are looking forward to undertaking in the months ahead.”
The Axios report maintains that though Israel is not part of this initiative, it could join the plan if its ties with Arab nations further normalize in the near future. |
