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 : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: Box-By-The-Riviera™ who wrote (216385)9/7/2025 2:31:11 AM
From: TobagoJack  Read Replies (1) | Respond to of 217561
 
would note that N Korea signing mutual defense with Russia and action on it in the Kursk direction is about as <<macro>> as macro gets, as far as Nato / USA / EU capabilities / capacities challenged to the max concerned

spend spend spend

going bankrupt UK / France etc etc

you know, WWIII de facto be macro or macro-esque

and by actioning undertaking, N Korea, cannot even get liquid fuel rocketry to work and minus pairing nuke all of a sudden got solid fuel rocketry en.wikipedia.org plus pairing nukes likely also macro

FYI, the TEL (transporter / erector / launcher) for N Korea is from China, as China also, coincidentally, has mutual defense with N Korea

So, we best conclude Team Trump #1 doing the Seal thing likely unhelpful
or Russia Topol-M just coincidentally also solid fuel 3-stages en.wikipedia.org



To: Box-By-The-Riviera™ who wrote (216385)9/7/2025 1:40:14 PM
From: TobagoJack  Respond to of 217561
 
We must not fail to appreciate the significance,

That 1 there is no rumor, someone whistle-blew, else and both likely chargeable events,

So closely following up to j Bolton home / office raid

Question, and all macro, who did what when, and who whistle blew, why

What is next, to either paralyse the presidency Ala watergate

The story is likely the start of something ‘uge



To: Box-By-The-Riviera™ who wrote (216385)9/7/2025 9:40:26 PM
From: TobagoJack  Read Replies (1) | Respond to of 217561
 
Have macro this morning, ... just scroll down to end

Q: Good morning Manus, What, if anything, worth updating to our thematic narrative of 2026 TeoTwawKi / 2032 Darkest Interregnum / 2042 Demographic-flip? In the meantime, your breakfast of VLOGs here (1) youtu.be (2) youtu.be (3) youtu.be (4) youtu.be (5) youtu.be (6) youtu.be (7) youtu.be (8) youtu.be (9) youtu.be (10) youtu.be (11) youtu.be (12) youtu.be (13) youtu.be (14) youtu.be

A: I think the 14 VLOGs ought to be taken into consideration, along with whatever you search out from on-line news flow; I realise Last 24-hours were mostly Sunday in Asia and Saturday in US.
I shall post the "Comprehensive Thesis Update" next, the macro-money post



To: Box-By-The-Riviera™ who wrote (216385)9/7/2025 9:54:02 PM
From: TobagoJack  Respond to of 217561
 
BTW, going forward you can 'view' Chinese language VLOGs by using Manus AI Agent, just so ... essentially, the dots, that N Korea is a demonstrably willing proxy for Teams Russia and China, proven so in the Kursk direction, sending the needed messages to S Korea, Japan, Philippines, Australia, ASEAN, EU, UK, and US. Thus am doubting that any exogenous interventions shall interfere in the eventual reconstitution of China PRC + ROC



To: Box-By-The-Riviera™ who wrote (216385)9/7/2025 10:20:20 PM
From: TobagoJack  Respond to of 217561
 
Continuing, to linking developments with support for gold

Q: Does the above VLOG w/r to Kim chime with here appended youtu.be

Q: But surely Kim's engagement with Russia and China is helping to push out USA from western Pacific as shoves applied to S Korea, Japan, Philippines, and Australia, given that Russia has mutual-defence with N Korea, and China has mutual-defence with N Korea, and North Korea has demonstrated capabilities / capacities to do ferocious combat in the Kursk direction ?

Q: Implications to gold value if any ?