Discover and read the best of Twitter Threads about #supplychainwar
Most recents (19)
We are at Stage 3.
Periods of "stability" will emerge as the governments do mandatory redistribution of scarcer output via handing out money to the poor, taxing the middle class and raising minimum wage.
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Periods of "stability" will emerge as the governments do mandatory redistribution of scarcer output via handing out money to the poor, taxing the middle class and raising minimum wage.
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The redistribution period will last 10-15 years, until Pentagon manages to readjust supply chains out of China and Russia.
That is why we are currently on WW3, which I call #SupplyChainWar
It's a war to reconfigure supply chains.
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That is why we are currently on WW3, which I call #SupplyChainWar
It's a war to reconfigure supply chains.
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Zoltan Poszar
I said I would do a rebuttal of Poszar analyses and predictions.
I have it ready now and it's just a couple of tweets.
Zoltan's analysis and diagnosis is correct.
Zoltan's predictions are wrong.
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I said I would do a rebuttal of Poszar analyses and predictions.
I have it ready now and it's just a couple of tweets.
Zoltan's analysis and diagnosis is correct.
Zoltan's predictions are wrong.
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Zoltan says in essence that this is a war economy, where commodities are money.
What he means that commodities are currently being used to settle trade globally.
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What he means that commodities are currently being used to settle trade globally.
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Per my sources, it is true. Ships laden with copper, oil, iron ore, etc, are moving across the oceans to settle trade, avoiding USD. So, Zoltan has access to such knowledge.
Zoltan proceeds to say that the New Order will be multilateralism where commodities are money.
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Zoltan proceeds to say that the New Order will be multilateralism where commodities are money.
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Japanese Yen, Swiss National Bank, Norway sovereign fund etc. ....and US Stock Market.
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It was Eric Hunsader, the famed High Frequency Trading whistleblower who revealed that in July-August 2011 something had happened.
It was called HFT, High Frequency Trading. It had taken over 90% of stock market trading.
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It was called HFT, High Frequency Trading. It had taken over 90% of stock market trading.
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Eric went on demonstrating that humans were no longer trading. He received whistleblower payment for that by the SEC.
Later on over the years I learned that Chicago Futures Exchange was linked to Tokyo Stock Exchange via an HFT cable, running 22 milliseconds one way trades.
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Later on over the years I learned that Chicago Futures Exchange was linked to Tokyo Stock Exchange via an HFT cable, running 22 milliseconds one way trades.
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BORIS THE CLUELESS
It seems that Boris the Clueless will run again to come back as Britain's PM.
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It seems that Boris the Clueless will run again to come back as Britain's PM.
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I was literally THE ONLY ONE insisting that Hard Brexit imposed by Boris the Clueless would send Britain's economy down the drain.
Why?
Because, I looked at supply chains.
I insisted and insisted, and got called dumb and stupid.
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Why?
Because, I looked at supply chains.
I insisted and insisted, and got called dumb and stupid.
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I never do predictions, never.
I only do PROPHECY, the Hebrew Style.
You know, as per my Hebrew (turned Christian orthodox) Professor during 1st and only year of Orthodox Masters in Toronto, Canada, explained to us what Prophecy meant in the Torah.
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I only do PROPHECY, the Hebrew Style.
You know, as per my Hebrew (turned Christian orthodox) Professor during 1st and only year of Orthodox Masters in Toronto, Canada, explained to us what Prophecy meant in the Torah.
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DEMAND DESTRUCTION FAKERY
There is no such thing as demand destruction, it's a fantasy invented by bankers, who pretend to be experts on supply chains, while they have 0 clue about supply chains.
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There is no such thing as demand destruction, it's a fantasy invented by bankers, who pretend to be experts on supply chains, while they have 0 clue about supply chains.
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What happens is that Suppliers have X cost.
In order to survive they must sell at a profit:
Profit = Revenue - Cost.
When Bankers say there is no demand, the suppliers say that they can't sell goods below cost.
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In order to survive they must sell at a profit:
Profit = Revenue - Cost.
When Bankers say there is no demand, the suppliers say that they can't sell goods below cost.
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20 years as Technical Sales Engineer I never ever experienced any demand destruction for our output and never heard anybody supplying goods and services saying there is no demand for goods and services.
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SUPPLY VS DEMAND
Economic practice based on what a pedophile like John Maynard Keynes has become a religious dogma, a cult.
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Economic practice based on what a pedophile like John Maynard Keynes has become a religious dogma, a cult.
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Pedophile Keynes has established a whole religious cult on his name now, called Government Spending.
Lenin put that in practice with Gosbank for a whole empire.
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Lenin put that in practice with Gosbank for a whole empire.
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The Religious Dogma from the pedophile Keynes was to just type up digits on people's accounts, and boooom suppliers would produce goods and services.
This is Pure Leninism, Pure Bolshevism.
It does work, until all suppliers stop producing.
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This is Pure Leninism, Pure Bolshevism.
It does work, until all suppliers stop producing.
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INTEREST RATES
Federal Reserve is pushing rates to 10%, whether they know or not, likely they don't know it yet.
And if crude oil doesn't drop to Ten Dollars per barrel, they are pushing it to 15%.
They don't know it yet, but I do know it.
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Federal Reserve is pushing rates to 10%, whether they know or not, likely they don't know it yet.
And if crude oil doesn't drop to Ten Dollars per barrel, they are pushing it to 15%.
They don't know it yet, but I do know it.
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The reason is simple.
The world NO LONGER wants to ship real goods and services and to get negative money in return, 0% rates minus inflation.
Nobody is that stupid for too long.
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The world NO LONGER wants to ship real goods and services and to get negative money in return, 0% rates minus inflation.
Nobody is that stupid for too long.
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I knew that the Fed would raise rates to 4%, before even the Fed knew it.
My gut feel calculation was that 4% rates and DXY at 110 would cause oil drop to $30-40.
It didn't happen because shadow banking lobbied hard to get some more debt from insolvent mega banks.
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My gut feel calculation was that 4% rates and DXY at 110 would cause oil drop to $30-40.
It didn't happen because shadow banking lobbied hard to get some more debt from insolvent mega banks.
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EURODOLLAR SHADOW BANKING
Jim Bianco gives out the game here, but few understand it, only insiders do, and from those only few talk about it sporadically. Jim Bianco admits it here.
It's me explaining it to the Greater Fools, it's been since 2014.
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Jim Bianco gives out the game here, but few understand it, only insiders do, and from those only few talk about it sporadically. Jim Bianco admits it here.
It's me explaining it to the Greater Fools, it's been since 2014.
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What The Federal Reserve is doing, it is in effect what Gosbank did in the Soviet Union for 70 years, type up digits on papers or now computers.
THAT BROKE DOWN SUPPLY CHAINS.
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THAT BROKE DOWN SUPPLY CHAINS.
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Matt King in 2008 also gave out the game, few paid attention to.
repowatch.files.wordpress.com/2012/01/arethe…
Leverage in shadow banking.
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repowatch.files.wordpress.com/2012/01/arethe…
Leverage in shadow banking.
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CHRISTIAN NUCLEAR JIHAD
I've been asked today few times, even on the phone from abroad (I reside in Albania for now) about WHEN would Putin use Tactical Nukes.
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I've been asked today few times, even on the phone from abroad (I reside in Albania for now) about WHEN would Putin use Tactical Nukes.
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Christian Nuclear Jihad will happen only after the Russian Church prepares the Russian Federation adequately with the FAKE NARRATIVE that the West is about rape them and exterminate them.
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Which means that when Putin and Kirill clearly see that everything is lost, they will do a tactical withdrawal in order to allow the situation to get far worse for them to the point of justifying to the Russians the use of tactical nukes.
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OPEC IS SCREWED
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The announced cut by OPEC yesterday was fake. There will be no cut.
The operation Opec Delendat Est (Latin for OPEC must not exist) is under way.
Let Ektrit explain.
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The operation Opec Delendat Est (Latin for OPEC must not exist) is under way.
Let Ektrit explain.
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The oil rise to $125 per barrel was electronic oil, supply did not change.
The oil drop from $125 to $80 was electronic oil with 0 change in supply.
The current move now is entirely electronic oil.
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The oil drop from $125 to $80 was electronic oil with 0 change in supply.
The current move now is entirely electronic oil.
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INFLATION VS DEFLATION
I have few eggs and few Albanian Lek coins.
Hang on there, I'll explain to my friends here inflation vs deflation with photos.
hang on
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I have few eggs and few Albanian Lek coins.
Hang on there, I'll explain to my friends here inflation vs deflation with photos.
hang on
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Okay folks.
We have 4 eggs and 12 dollars (assume one coin is one dollar)
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We have 4 eggs and 12 dollars (assume one coin is one dollar)
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Assume the market is just coins and eggs.
What is the price of an egg?
12 dollars divided by 4 eggs = 3 dollars per one egg.
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What is the price of an egg?
12 dollars divided by 4 eggs = 3 dollars per one egg.
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Western Narrative War = Soviet style agitprop
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What is happening now in the West reminds me of the AgitProp in the East Block leading to its economic implosion, when they ran out of food, literally speaking.
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When the economic situation deteriorated in the 1980s, Soviets went into overdrive Agitation and Propaganda, agitprop, that everything was okay and everything was getting better.
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The flowchart here devised by me, reflecting my observations, works flawlessly.
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We are now seeing Businesses REFUSE orders because they are absolutely unsure that Profit = Revenue - Cost will be positive.
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RUSSIA+CHINA
vs
USA
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vs
USA
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Serbia declared to war to Croatians, Bosnians and Albanians.
Serbs were fully aware that they were destroying their own economy, but destroying the enemy was more important than destroying your own economy, because they would be the sole survivors to rule the area.
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Serbs were fully aware that they were destroying their own economy, but destroying the enemy was more important than destroying your own economy, because they would be the sole survivors to rule the area.
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And Serbs went ahead destroying their own economy, fully supporting Serb Church and Milosevich.
It happened that they lost the bet. They destroyed themselves a lot more than they destroyed the enemy.
But, the bet was LOGICAL.
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It happened that they lost the bet. They destroyed themselves a lot more than they destroyed the enemy.
But, the bet was LOGICAL.
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UKRAINE - UPDATED
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We have confirmation from a well known russologist about Patriarch Kirill being one of the founders of Ruskii Mir Theology in 1993, posted on the website of an organization which Kirill himself controls.
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The idea which only I insisted about, that Putin would attack on Religious Reasons, to seize Kyiv, the Jerusalem of the Rus (in their mindset), has now made the main stream media.
I am no longer dumb and stupid.
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I am no longer dumb and stupid.
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RELIGIOUS WAR
thread (to be converted to blogpost as usual)
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thread (to be converted to blogpost as usual)
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#krisonomics was the absolute first one to tell you that Putin was suffering mentally and spiritually that it was him who lost the Holy Kyivan Rus, the Jerusalem of the Rus, to the Americans.
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#krisonomics told you from 2014 that supply chains were breaking down and globalization was dying while working as Sales Engineer in Toronto, seeing how quality of parts and their delivery time was dropping.
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UKRAINE
As a Supply Chains Engineer, as you know, I always keep in mind supply chains.
War is one thing.
Ceasefire is another thing.
After war is another thing.
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As a Supply Chains Engineer, as you know, I always keep in mind supply chains.
War is one thing.
Ceasefire is another thing.
After war is another thing.
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We are seeing Ukraine infrastructure being destroyed.
We are seeing Ukraine supply chains being destroyed.
Whoever wins the first stage leading up to a ceasefire, will have to face the fact that people need jobs and need food.
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We are seeing Ukraine supply chains being destroyed.
Whoever wins the first stage leading up to a ceasefire, will have to face the fact that people need jobs and need food.
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Even Putin still has a restraining order on bombing civilians and hasn't bombed power generation yet, as he sees himself as Liberator, not Invader, who would have to manage people during the ceasefire or after war.
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2021-2022
2021 came about exactly as I told you at the end of 2020, from bad to worse.
2022 will be even worse, far worse.
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2021 came about exactly as I told you at the end of 2020, from bad to worse.
2022 will be even worse, far worse.
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Disruption of supply chains started in 2013 when President Obama ordered Janet Yellen to go on with QE3, keeping interest rates low.
From that point on supply chains kept being disrupted year after year until breaking down in 2020, when it was officially admitted.
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From that point on supply chains kept being disrupted year after year until breaking down in 2020, when it was officially admitted.
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President Obama kept pressure on Federal Chair Janet Yellen during the second term, which caused the deterioration of supply chains.
Then, President Trump came to power as conservative reaction to President Obama who saw himself Emperor.
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Then, President Trump came to power as conservative reaction to President Obama who saw himself Emperor.
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SUMARIZATION OF #krisonomics
1) Supply chains started breaking down in 2013, I noticed it in 2014.
2) The trigger was QE3 activation by the Federal Reserve.
3) Readjustment of supply chains away from China started in 2015 in Washington DC.
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1) Supply chains started breaking down in 2013, I noticed it in 2014.
2) The trigger was QE3 activation by the Federal Reserve.
3) Readjustment of supply chains away from China started in 2015 in Washington DC.
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4) China reacted by taking advantage of Covid lockdown to shut down supply chains, thus openly starting #SupplyChainWar
5) The breakdown is beyond the point of no return, it can no longer be reversed.
6) Dechinesification is under way until 2030.
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5) The breakdown is beyond the point of no return, it can no longer be reversed.
6) Dechinesification is under way until 2030.
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7) Dechinesification will be very painful for both West and China.
8) Beijing can use mortal and brute force to handle it, the West cannot.
9) The breakdown of supply chains will multiply global conflicts.
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8) Beijing can use mortal and brute force to handle it, the West cannot.
9) The breakdown of supply chains will multiply global conflicts.
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