What Does A Bubble Look Like?

“I had it all, even the glass dishes with tiny bubbles and imperfections.” – Fight Club

You know what really gets my goat?  A Chupacabra.

I’ve been in a bubble before.  What happens in them is, well, interesting.

First, the money isn’t just where the attention is.  Nvidia® and OpenAI™ and Anthropic© are where the attention is focused.  But it’s a bubble, right?  Honestly, if the irrational exuberance over A.I. was just about those three companies, it would be pretty boring.

But it’s not.  A bubble is insidious because it doesn’t impact just one part of an economy, it sinks its tendrils in seemingly unrelated things.  That’s good, because change is the basis of growth, creating new combinations in the economy to create value.  I’ll stress the “creating value” part because often that’s confused with “red line go up and to right good, down and to right bad”.  A stock price should be related to the value the company creates but is often masked, at least for a while.  I mean, Enron©, right?

Looking at the A.I. bubble now, well, it’s everywhere, and often in irrational and uncomfortable places, like the backseat of a Volkswagen®.

What’s got two legs and lives off a dead beetle?  Yoko Ono.

Things are built in places for reasons.  When things are being built in stupid places, well, it’s probably that someone isn’t thinking straight.

Let’s take data centers.  What do data centers need?

First, power.  We’ll get back to this subject (and most that follow) again, but unless there’s power, none of the chips run.

Second, space.  You need a place to put the chips.  It’s most often a building, on land.  Well, to be honest, that’s where it’s third most common.  The most common is in the dreams of Sam Altman, the second most common is in a warehouse because the datacenter hasn’t been built yet.

Third, access to robust communications.  You’re building something that has to listen and talk, so it needs to be hooked into the data sphere.  Thankfully, thanks to the Dotcom bubble, that fiberoptics are everywhere.

What the hell is laser hair?  And why do people want to get it removed?

Fourth, access to a place to dump the waste heat generated by all that electricity usage.  Most often, this implies access to water for use.

Each of these has its own solution, but meeting all four requires a bit of thought.  I mean, the South Pole would be great except for the whole “access to communication” bit.  So, selection is a balancing act.  Pacific Northwest, with power, land, water and data access, not so bad.  Pennsylvania?  Also pretty good.

Let’s take the factors, one by one.  Power.  As we’ve discussed before, the power usage for data center construction is screaming “bubble” from the top of its lungs.  People building data centers are signing contracts for power, either from utilities or by buying natural gas generators or . . . fusion?  Really?  That’s what they’re planning?  Why not power them off of Elon’s Tweets®?

Looks like even Buc-ee’s® went A.I.

Yeah.  It’s a bubble.  Just because Fred’s Datacenter Depot and Truck Stop© signed a contract doesn’t mean that they have money or even loans to build it.  Yet, chained investment is spurred on through public utilities and engine/turbine manufacturers.  They’re building new lines, expanding capacity, all for a level of power generation that’s absurd.  Thankfully, you can also get a Slim Jim™ at Fred’s©.

What about land?  These are the lucky ones, since people with hundreds to thousands of acres of land are able to sell the land for ridiculous prices if they win the data center lottery.  The nice thing for these folks is that they actually get paid.

Third:  communications.  There are a lot of fiber networks in the US, so this makes a lot of the country okay for buildout.  Greenland?  Notsomuch.

Besides, I have other plans for Greenland.

Then there’s water.  I use the Mississippi for a proxy cutoff line, since east of it, wet, west of it, dry.  YMMV, and there are places like the PacNorthwest that get a lot of water.

But Utah or Nevada?  Or Colorado?  Sure, these places get cold in winter, but are they even thinking about water usage?  These are the places where the phrase, “Whiskey is for drinkin’ and water is for fightin’.” came from.  They’re dry.

But, there’s a never-ending stream of data centers being announced pretty much everywhere.

Announced.

But my experience in a previous bubble tells me that all of these companies that are attempting to build all of these data centers are needing more in common than just millions of Nvidia© chips.  They’re needing copper for wiring.  They’re needing pipes to move water.  They’re needing concrete.  They’re needing steel beams.  They’re needing rebar and glass and aluminum to build some of the largest buildings every conceived by man outside of the Pyramids and that ballroom next to the White House.

And that’s just for the building.

What is the difference between USA and USB?  One connects to your computer to access all your data, the other is computing industry hardware standard.

They’re also in need of power.  That’s another Big Kahuna, and it’s already raising rates to consumers in various states as utilities plan to build out power plants to serve demand from data centers that . . .

May never be built because they can’t be built because there’s not enough stuff to build them or enough electricity to power them even though, “Hey, we have signed contracts!”

That’s the flip side of a bubble.  It’s irrational.  You end up with insanity like 87% of venture capital going to A.I.  49% of investment-grade bonds are going to . . . A.I.  As Michael Burry notes, during the Dotcom boom, only 40% of venture capital went to dotcom companies.  So, 87% is better and safer than 40% because it’s more, right?

I hear that farmers can use a hoe to make money honestly.

Things inflate because everyone wants them.

Copper.  Silver, which is (currently) not behaving like an economic metal, but like an input to data centers.  Concrete.  The very people that know how to build data centers are in amazing demand.

But a bubble?

Nah.  Don’t call it that.

I could go on for another three thousand words about how frothy we are at this moment in time, but this time really is different.  Most of this bubble is built on debt to build things that are impossible to build in promised timelines using resources that aren’t available.  At least when the dotcom bubble burst, we had lots of unused fiber optic cable in the ground and when the housing bubble burst, we had houses left over.

What happens when a debt bubble bursts that hasn’t built the data centers it promised and evaporates a huge percentage of the venture capital that was sunk into it and all we have left are mountains of Nvidia© chips sitting in warehouses surrounded by confused pimps?

Well, that’s just another way that A.I. will change the world, I guess.

Won’t that be interesting?

Chud The Builder And Two-Tiered Justice In America

“I got a new problem when I post bail.” – The Usual Suspects

“Chud the Builder” is an Internet provocateur/rage baiter who videos himself with strangers in public, often using racial slurs to black people.  His name is Dalton Eartherly, but I’ll stick with Chud.

Chud claims that it is within his free speech to say pretty much whatever he wants if he’s not threatening people.  I’ll leave it up to you to form your own opinion on that, but Chud isn’t shy about using the same words that black people use in songs to describe each other to them directly.

After going to court in Montgomery Coutney, Tennessee on a debt he owned, an altercation occurred.  I’d go into more details, but I’ve heard a lot of contradictory stories, so for now I’ll stick with that.  At some point, Chud drew his weapon and managed to get a two-fer:  Chud accidentally shot himself and he also shot a black man named Joshua Fox.  Both are alive.

There’s a lot to unpack with just this single case.  On X®, @RetroCoast said:

What?  $1.25 million?  I’ll admit that seems like a lot, but maybe that’s normal bail for Chud’s charge:  attempted murder.

Well, no.  In this age of free information flow, it’s now possible to get that data and share it quickly to millions.  OPERATION FREE DALTON went and got the receipts.

Outside of the scale being way off, it is clear that Chud’s bail is excessive compared to the average of $40,625 (hang on, I’ve got that in my other pocket) for other attempted murder cases.  It’s 31 times the average, assuming the data is right.

This was already a complicated case that touched on free speech and the right of self-defense, but now it’s bigger than that.  Chud could only have gotten a bail that high if he was much more dangerous than say, someone who was charged with first degree murder and aggravated assault.

Unless, you know, he was a white guy who said racist stuff on the Internet and it’s a high profile case.  That must be it.  Surely the system punishes white people and black people the same?

Huh.  I guess not.

And note that Chud will get zero support from mainstream groups dedicated to, say, defending those who want to promote free speech or the right to self-defense.  I could keep going.  But keep in mind that Karmello Anthony, who murdered Austin Metcalf by stabbing him in the chest has been out on $250,000 bail for nearly a year.

A system is what it does.

Think back to various high-profile self defense cases.  Kyle Rittenhouse and Daniel Penny were both acquitted of homicide, but what did their trials cost?  $1 million?  $2 million?  What about the Modern Sporting Lawyer who was arrested for protecting his home during the George Floyd Riots?  He pled to a deal.

No, what’s on trial is the ability for individuals to defend themselves, but a very special group of individuals:  white guys.  If you can’t be convicted, it doesn’t matter.  They’ll run you through the ringer of a court case costing millions if you don’t want to go to jail for the rest of your life.  And if you win?  Well, you’re broke, and the process was the punishment.  But if you’re black?

This is not the case if you’re black.  Stab away if you think there’s a good chance he might say a slur after you try to kill him.  And if you’re black you can try to fake a hate crime and the school you go to will cover up for you.

The statistics are clear:

This is so clear I’ll let Mr. Obvious point it out:

And I think the goal is also obvious:

There’s more to this story.  This is only one aspect.  Remember, a system is what it does.  What does the system react most strongly to?  What does it punish the hardest?

Dr. Michael Burry Has Spoken Again. The End Is Nigh, Or Margot Robbie’s Thigh?

“On a long enough timeline, the survival rate for everyone drops to zero.” – Fight Club

A truck filled with quinoa and a truck filled with Worcestershire sauce crashed into a charcuterie shop near my house.  What was the result?  It’s kind of hard to say. (meme as found)

Dr. Michael Burry has spoken again.  Okay, actually more like “emailed again” but he’s on the record again saying that the the end is nigh.  Is he right?  Well, on a long enough timeline, entropy always wins, and the heat death of the universe doesn’t care about my 401(k) yields.

But are we close?

The S&P valuations are through the roof.  We’re in the middle of the largest investment in the history of the United States outside of World War II:  Artificial Intelligence.

More has been spent on A.I. than was spent on the Manhattan Project, but less than was spent on, well, insert whatever outrageous bill Congress passed last week while you weren’t looking—probably something involving green energy subsidies for gluten-free solar panels raised free-range by Antifa® Chapter 4077.

The payoff for winning the Second World War was a big one.  Essentially the United States was surrounded by a smoking crater of a world.  Our industries were ready to absorb all the G.I.’s returning with their war brides into job to rebuild that crater.  I mean rebuild the nice parts, not India.

The world without Western Civilization. (meme as found)

Factories were humming, houses were sprouting like dandelions, and the economy was so robust you could afford a house on a single blue-collar paycheck and still take the kids to Disney World® without having to resort to Moustitution© or selling a kidney.  That’s what we got for entering into the war late and avoiding any of it happening on our homeland.

But what is the prize if A.I. is successful?

Well, it’s negative jobs.  It’s a profusion of information so vast it makes the Library of Alexandria look like a collection of Post-it® notes abandoned after spelling errors.  Elon Musk thinks it will create a society of abundance so great that no one will have to work and everyone can have a cool penthouse and all the gold they can eat.  We can be sure he’s right, because this is just how the Industrial Revolution ended.

Wait, what?

Hours worked went up?  Rural agrarian lifestyles were traded for urban factory hellscapes where the owner of the factory charged extra for all the asbestos he let you breathe in?  Yeah.

Every production “revolution” that the world has seen has actually increased human effort.  Those leaps forward did increase material wealth, but they also led to humans having to work more.  Hunting nomad chads became farming incels.

Why?

You can’t brew booze if you don’t have the grain and the place to brew it.  So, just like me, the nomads decided to give up a lifestyle of hunting, fishing, sex, and leisure for all the beer they could drink.  I mean, I have priorities.

As a child I never napped.  I was resisting a rest.  (meme as found)

I don’t expect anything different in the Thought Revolution.  Nobody will get free stuff, but the world will need a lot fewer of us.  This is the case if it is successful:  essentially an entire civilization working overtime to create a replacement for itself.

Yikes!

But let’s say it doesn’t work.

That’s better, right?  Well, maybe.  A bit.  If A.I. reaches some limit where it becomes economically unfeasible to get to the next level (think power generation capability required being infinite) of cognition, or the models start to get dumber the more advanced they are (there’s a fashion model joke in here somewhere, but I’m too polite to make it), then the stock market will collapse.

Collapse?  Surely, John Wilder, you exaggerate.  No, I meant collapse.  The market has priced in that A.I. is going to work.  On the recent day that Wall Street hit new highs in the S&P 500, most (55%!) stocks weren’t near their highs.  The high is high, but it’s not broad.  This current level of investment in A.I. is so big and so deep and so tall, there is no way it can do anything but fall.

Sorry, got a bit of Seuss stuck in my keyboard.

“Oh me! Oh my!” said the plumber named Fred,
“My pipes cost a fortune, I’m deep in the red!
I can’t fix the sink or the tub or the drain!
This copper’s so pricey, it’s driving me insane!”

This is a damned if you do, damned if you don’t scenario.  Let me put on my Cassandra pants and throw out this idea: Why not both?

The economy is screwed, or at least the economy that I grew up with is screwed.  We’re becoming poor at a fantastic clip.  Not “poor” as in West Virginia moonshiner with a still and a shotgun, but “poor” as in living like we’re in a crowded megacity filled with unwashed brown people where the air smells like regret and curry.

Let’s look at how affordable things are compared to income from the 1970s. I found this handy chart on the Internet.  You know the one:  houses, cars, healthcare, education all marching upward while real wages stagnate like a sloth on Ambien.  Now, I know that no one actually goes to movie theaters anymore even though it’s on the chart.  There’s no point in going to the movie.  I can get booze from my fridge and pause the movie whenever I want if I watch it at home, but yet it’s “indecent” if I fall asleep drunk and in my underwear in the front row at the latest Avatar™ movie.

(as found)

But everyone can still afford a place to live, right?

Well, not since we’ve opened the floodgates and let in the entire world.  A massive population increase combined with a group of people that consume much more in services than they contribute is killing us.  They’re actually making us poorer as each one crosses into the country.

Remember in math you can always raise per capita by lowering the number of capitas.

But, hey, they borrow money so they can create debt that produces profit for the banks, right?  Win-win, except for the natives footing the bill.

Isn’t enough that our economy is as stable as a knife fight between a drunken Whoopi Goldberg and a blindfolded Jimmy Kimmel in a bikini atop a butter-coated teeter-totter on top of WTC7?  Did we have to put the whole existence of humanity in the future in the balance, too?

The good news, I guess, is that Burry could be wrong.  He has been wrong before.  Like me, he’s predicted five of the last two recessions.  But there comes a point where we won’t be able to paper over the cracks in the structure with more printed money and hopium.

Yup, been there, done that.

When all this cracks, and it will because complexity plus leverage plus narrative equals fragility, the reset won’t be gentle.  It won’t be “buy the dip” and back to brunch.  It will be the kind of event that makes 2008 look like a mild correction and 1929 look like a Tuesday.

So where do I want to be when it happens?  I want to be listening to a twenty-something Margot Robbie describing what collateralized debt obligations are from a bubble bath.

And remember Wilder’s Rule of Humorous Collapse #6:  civilizations don’t fail because they run out of money; they fail because they run out of reality.

But at least I finally understand collateralized debt obligations (warning, mildly spicy language).

Disclaimer:  I am not Margot Robbie, though I would take a cameo to talk about philosophy in a movie from my hot tub while I smoke cigars, and am also not a professional anything, let alone your financial advisor, so please bang your head against the wall a dozen times before you take the advice of an unpaid Internet humorist.

Black Swans: Interconnected, Nonlinear, and Ready to Ruin Your Day

“My name’s Swan.” – The Warriors

When getting coffee in Denmark they don’t allow sugar.  They don’t want it to be sweetish.

I’ve read enough history to know that the world doesn’t change in smooth straight lines.  When change hits, it lurches.  One day everything seems stable and the peasants are happily tilling the fields, and the next they’re communists busy storming the Bastille.

That’s the Black Swan.

Nassim Nicholas Taleb laid the definition out in his book The Black Swan.  A real Black Swan isn’t just a surprise.  It has three traits.

First, it’s an outlier, so far outside what most expected that the past gives zero warning.
Second, it carries an extreme impact, the kind that reshapes economies, governments, or entire ways of life.
Third, after it hits, we humans can’t help ourselves: we retroactively “explain” it like it was obvious all along.

“Of course, a fight about ethics in video game journalism would lead to the Strait of Hormuz being closed.”

A restaurant owner offered me free calamari for a good Internet review.  It was squid pro quo.

We’ve had plenty of Black Swans, but I’ll run through some of the greatest hits reel to show the pattern.

1914.
The assassination of Archduke Franz Ferdinand in Sarajevo looked like a local Balkan thing. A couple of pistol shots, right? By the end of summer, however, the Guns of August had turned Europe into a meat grinder.  Twenty million ended up dead due to the war.  Empires dismantled.  The map of Europe was redrawn and communism popped up yet again, this time in war-devastated Russia, being just another proof of the Russian national motto:  “And then it got worse”.

1929.
Stock prices had climbed a mountain of margin debt. Thankfully we’ve learned our lesson and now have only twice the margin debt piled into the market here in 2026. But back then?  One bad week in October and the market collapsed like Will Smith’s career.  The Great Depression followed.

1992.
The Soviet Union looked like it would last forever: nukes, tanks, gulags, that guy that Rocky had to box, the works. Then, overnight, it imploded.  Gorbachev’s reforms, economic rot, and a failed coup turned the world’s other superpower into fifteen broke republics.  The Cold War ended not with a bang but with a shrug and empty shelves in Moscow.  This was a positive Black Swan.  Unless you were Gorby.

What’s the difference between a ruble and a dollar?  Roughly a dollar.

2000.
The Dot-Com Bubble in 2000 was next.  Internet stocks were going to change everything. Pets.com.  Webvan.  Internet pizza by the slice, but you had to go pick it up.  Stock valuations that made tulip mania look rational.  When the music stopped, trillions evaporated.  NASDAQ dropped 78%.  One of my friends sold a company for $50 million.  In Alta-Vista® stock.  That he couldn’t sell for two years.

2001.
September 11. Nineteen illiterate savages with box cutters rewrote global security, launched two endless wars, and shifted trillions in spending.  Air travel changed forever.  Civil liberties got waterboarded.  They made The Mrs. take off her sandals going through security, and then ran a metal detector wand over her bare feet after the shoe bomber.

2008.
The Great Recession came from a housing market no one thought could fail.  The cause?  Subprime mortgages, collateralized debt obligations, and banks playing Jenga™ with other people’s money.  Lehman Brothers folded, credit froze, and the government printed enough money to wallpaper the Moon.

“Can we fix it?”  Bob’s wife’s attorney, “Not this time, Bob.  Just sign the papers.”

2020.
COVID-19, a virus from a wet market (or a lab, pick your conspiracy) shut down the planet.  Just-in-time supply chains snapped like dry twigs.  Governments printed trillions while telling you to stay home and order DoorDash™ because no one working for DoorDash© could spread the disease.  Inflation roared back like a thing roaring back.

Every single one of these events looked impossible right up until it wasn’t.  And every single one was explained afterward like the smart people had been warning us that these events were going to happen all along.

We are living in the most interconnected, nonlinear system humanity has ever built.  The whole mess is dependent upon global supply chains, instant financial markets, AI-driven trading, just-in-time inventory, and central banks playing God with interest rates.  A hiccup in one node doesn’t stay local anymore.

It cascades.

Nonlinear means small inputs can produce gigantic, unpredictable outputs, like a butterfly flapping its wings in Beijing, causing Nic Cage to say “no” when offered a part in a movie.

A Tesla® driver crashed into a semi while watching a Nic Cage movie.  Guess he should have just watched the trailer.

We are in a world where I think more Black Swans are imminent, because there are groups that are actively shaking the foundations of the way the world words.

Like China.  China’s economic ascendency isn’t some slow rise.  It’s unrestricted economic warfare, exactly like the Chinese generals described in their book.  They’ve gutted our manufacturing base while we cheered “free trade.”  They control rare earths, solar panels, pharmaceuticals, and now a big chunk of silver production and refining.  One policy tweak in Beijing and entire U.S. industries seize up.

That’s not theory.  It’s happening.

At the same time, Trump is busy recasting the entire post-World War II alliance structure.  In his defense, it was going to happen anyway, so might as well try to recast it in a way that works for the United States.  The old Cold War playbook:  NATO, endless commitments, sending our treasure overseas while our own borders leak is getting rewritten.

New deals based on new priorities, while old partners are suddenly on notice. When you yank the scaffolding out from under a 75-year-old global order, things get wobbly.

Add in the debt bomb.

Interest payments alone are bigger than defense budgets used to be.  Bond vigilantes haven’t shown up yet, but they’re circling.  One bad auction, one loss of faith, and the bond market revolts.

Rates spike.  Stocks crater.  Pensions and 401(k)s take a hit that makes 2008 look like a warm-up.

Then there’s AI and automation.

We’re likely on the edge of having AGI (artificial general intelligence) that could rewrite every job category.  Or we could get an AI stock crash first: valuations are moonshot, hype is everywhere, and conflicting AI agents trading against each other at light speed could trigger a flash crash that makes 1987 look quaint.  Massive unemployment follows as advanced automation eats white-collar work the way robots ate factory jobs.

What happens when millions of college-educated professionals suddenly have nowhere to go?

Geopolitical Black Swans are lining up too.

Civil unrest in the UK that looks more like low-grade civil war every year:  mass migration, cultural collapse, and the elites are disconnected.  Could Saudi Arabia fracture internally while oil markets hang in the balance?  What about a Cascadia subduction zone earthquake that could drop bridges, snap pipelines, and isolate the Pacific Northwest for weeks?

Any one of these hits an already-fragile, hyper-connected world and the dominoes don’t stop falling.

Any pizza can be a personal pizza.

The point is to recognize the pattern:  complexity plus nonlinearity plus rapid systemic change equals Black Swan habitat.  We’ve never had more of all three at once.

So what to do?

Stop pretending the experts have it under control.  They clearly don’t.

The good news is resilience looks the same for many cases.  Skills beat degrees when the power goes out.  A garden and a stocked pantry beats a grocery store when shelves empty.  Cash, metals, and productive land beat IOUs from a government that prints money like it’s confetti.

The Black Swan doesn’t care about fear, but it does respect preparation.

The next one is coming.  It always does.

And if you’re off to storm the Bastille, well, remember to wear clean underwear.  I’d usually tell a more complicated joke at the end, but the best underwear jokes are brief.

How The GloboLeft Uses Your Virtue Against You And Why It’s Killing The West

“Be excellent to each other.” – Bill and Ted’s Excellent Adventure

I’ve never been to central Europe, but I might Czech it out one day. (all memes as-found)

“Then what makes a beautiful person?  Isn’t it the presence of excellence?  Young friend, if you wish to be beautiful then work diligently at human excellence.  And what is that?  Observe those who you praise without prejudice.  The just or the unjust?  The just.  The even-tempered or the undisciplined?  The even-tempered.  The self-controlled or the uncontrolled?  The self-controlled.  In making yourself that kind of person, you will become beautiful.  But to the extent you ignore these qualities, you’ll be ugly, even if you use every clever trick to appear beautiful.”
-Epictetus

Epictetus may have had some ulterior motives when he said this, since if history is correct he was lame, was missing an eye and an ear, and had hair only in patches on his skull.  Did I mention the burn scars?

I kid.  But Epictetus was lame.  I mean, not 1980s “lame” but rather had a limp.

The point he makes is a good one, though.  We are fundamentally the genes we are born with.  If I wanted to be taller, I suppose there is surgery I could get to lengthen my legs.  Yeah.  Really.

If I wanted to avoid being a blinding hazard when the Sun shines off of my scalp, well, I could get hair plugs or a toupee.

Neither of those, however, would make me a better person.  And I don’t know about you, but when I find out about the vile beliefs and practices of some Hollywood™ starlets, well, they start to lose a lot of their attractiveness to me.  In fact, I start to see ugly, just like the ugly I see with Jeff Bezos’ wife.

I mean, really.  Wow.  That’s a lot of plastic surgery.  Seriously, does she not look like an alien that was constructed out of a scaffold of lizard DNA in a Tupperware® factory?  If she and Bezos have kids I don’t know which they’ll look like:  dime-store rubber geckos or a tube of Saranwrap©.

I do think that Epictetus, despite the handicap of being dead as well as gimpy, has done a good job at sketching out some of the things that have made Western Civilization great.  There was a time that we nearly universally admired being just.  Our culture is one that’s based on guilt, rather than shame, so being just comes from within.

Shame comes from without.  In a shame-based culture (which describes most third world cultures) the idea is that cheating an old widow in Iowa out of her family fortune is acceptable unless you get caught.  It’s clever, and they feel guilt only in being caught.  Ever see any video of a foreigner getting caught doing something wrong on video?

I know you have.

What happens is that the shame kicks in.  They can’t and don’t feel guilt over doing evil, only shame for getting caught doing evil.  This explains why India looks like India and Nigeria looks like Nigeria.  Good actions aren’t valued.

Next, Epictetus talks about the virtue of being even-tempered.  Again, this is something that society selected for through its very construction.  People who impetuously committed crime were systematically executed in Great Britain for nearly a thousand years.

Don’t think that has something to with keeping tempers in a bottle?  It certainly does.  And when men like that become warriors, well, Heaven help you if you push one over the edge into rage and wrath.  That is something mythic, something that makes entire continents burn.

Lastly, Epictetus talks about self-controlled versus, well, not.

Again, this is a virtue that Western Civilization has lauded in its stoic male heroes who experience hardship yet come away stronger for the effort.  Our very fables talk about men who never cry because they understand that they are masters of their emotions and can select which ones the let to the surface when the stress is running high.

This is not a bug like Hollywood© would try to make us think:  this is a feature.

To one extent Epictetus is right:  these are all necessary values for beauty, at least for me.  They are also necessary values for everything that is required to move society upward, to keep us from being crabs in a bucket, drawing each other down for our own temporary gain.

And, Epictetus notes that these virtues are within our control, each and every one of them.  Sure, if you come from a place that’s not been selecting for these behaviors for nearly a thousand years (and I could argue that Europe as a whole has been selecting for these behaviors for thousands of years) then it might be difficult.

But not impossible.  And if it is impossible, then that person could rightly be called a savage.

All of Western Civilization is ultimately built on the idea that these are things that individuals can do, right here, right now through being virtuous.  They are True.  They are Beauty in themselves.  And they are Good.

This is, in my mind, a major disconnect and why Western Civilization is hated by so many in the third world.  They look at this wonderful cultural set of values of which we are exemplars (on our best days) through our own choices and feel envy.  They want a world that looks like ours, but yet don’t want to change their behaviors.

This is why they don’t build.

This is why we do.

Are there other cultures with similar values?  Certainly.  Japan appears to have undergone a similar winnowing with respect to honor.  Feel free to opine in the comments about other places that make the grade.

Like Western Civilization, though, cultures that have a large focus on just outcomes are susceptible to propaganda that plays on cultural guilt.  Ever wonder why GloboLeftists pimped the 1619 Project?  Like the entire Civil Rights movement, it was based on creating guilt in people who had committed no crime or offense.

And it was effective.

On white people.  But it wouldn’t be on them.

I think that there still exists a strong fear on the part of white people to say, “Hey, I’d rather live among other white people.”  It sounds scary to them.  Yet, those same people wouldn’t bat an eye if black people wanted their own dorms that excluded whites.

It’s guilt.  Our virtues have been weaponized against us.  It’s so effective that even British people feel guilt over slavery, even when they effectively ended the international trade in slaves.  Those who do this are, like Epictetus said, using every trick to be Beautiful to try to hide their true ugliness.

My guess is that’s why they really want the statues to come down.  To see Western Civilization and all it has created is the biggest slap in the face to them and fills them with shame, so they have to either destroy it, or come up with some reason why they have failed to assuage their shame.

Continue in your quest for excellence, and understand those that will try to drag you down or fill you with guilt.

Ignore them.

And, in the immortal words of Abraham Lincoln,

“Party on, dudes!”

The Poor Get Hit First

“Small aircraft have such a poor safety record.” – Iron Man

Who can drink five gallons of gasoline without getting sick?  Jerry can.

Today I was reading that Air India® was going to abandon overseas routes.

Why?

They’re too expensive, the Indian spokesdalit said as he mass-dialed grandmothers in Iowa to try to get them to send him unredeemed gift cards.

The truth is simpler and harsher: the flights aren’t too expensive.  They’re too expensive for Indians.

This might be the single best news to come out of the Israel-America-Iran War so far.  If the Iranians actually follow through on their threat to cut the undersea cables connecting Africa and India to the Internet, well, this would be the best war ever.

It’s like Christmas came early.  Has anything similar happened in the United States due to the war?

Absolutely.

Congratulations!  If you had stock in Spirit® Airlines™ you can now retire 10 years after you die! (as-found)

Spirit™ was the Greyhound Bus© of the skies, and that’s not a compliment unless you’re a fan of things that smell like the socks of a homeless junkie in San Francisco in June.  Spirit© was a bottom-feeder airline, chasing the clientele with the least money, the lowest standards, and the highest likelihood of assaulting a stewardess.

When fuel costs climbed and Spirit© couldn’t raise ticket prices without emptying the plane, they collapsed.  For anyone who actually has to show up at an airport, this is pure upside. Spirit© Airlines™ folding means the skies just got a little more civilized.

I fully expect this pattern to spread.

Remember that former U.S.A.I.D.-funded executive pulling down $272,000 a year?  If not I fear for your reading retention because the meme is right up above, dude.  Anyway, she’s now discovering she can’t land a $19-an-hour gig managing a spice store.

A spice store!  Is government just day care for women with college degrees?  Regardless, she’s now poor.  And that’s good, because the poor lose first, and the credentialed grifters who fed off them are sliding down the same chute right behind.

Let’s talk basics.  Even if the price of rice tripled, I wouldn’t notice much.  Rice is still cheap for me.  If I have to give up steak, I can just eat some rice, right?  But that’s not a universal truth.  If all a person in some third-world hellhole can afford is rice, and the price doubles, welcome back, world hunger.

What a lot of people missed is that world hunger was a solved problem.  People just didn’t starve anymore, except in Hollywood®, and that wasn’t real starvation, it was just skinny starlets mainlining Ozempic® and calling it a diet.

On time I tried an all-tequila diet.  Effective.  I lost two weeks.

Global food production had climbed so high that famine was basically extinct outside of war zones and socialist experiments.  Now the dominoes have started falling.

I expect revolutions popping up like mushrooms in Africa.  Hungry people turn into angry people, and angry people with AK-47s equals a revolution.  The sound of light machine-gun fire is already the national anthem in half the continent.  Outside of colonialism, Africa never really developed.  For whatever reason, they were incurious enough never to have invented the wheel on their own.

Africa is poor:  devastatingly so.  When Muhammad Ali came back from a boxing match in Zaire (a country that didn’t last as long as The Simpsons have been on Fox®), he famously said, “Thank God my granddaddy got on that boat.”

That was the 1970s, after the colonial governments had been tossed out.  It didn’t turn out well for Africa or Africans.  But world hunger had still been beaten in spite of African governments by 2010 or so.

My dad donated all my toys to the orphanage.  I was sad.  Then he said, “So you’ll have something to play with.”

Part of the blame lands squarely on aid.  Food aid to Africa teaches farmers not to farm.  Why bother when free grain shows up from the sky?  The mental link between planting, harvesting, and eating snaps.  To quote that genius South African political leader Julius Malema, “The food we eat in South Africa does not come from farms owned by white people, it comes from Shoprite©, Pick’n’Pay™ and Spar®.”

So yeah, they’ve got that going for them.

Hunger will stalk Africa hardest, but it won’t stop at the Sahara.  It will hit India and the lower-income stretches of Asia, too.  China should skate by because authoritarian efficiency has its uses and they have piles of cash.  The Middle East gets shakier.  Eastern Europe, too.  Sure, the Byelorussians had decades of cheap vodka, but at some point somebody’s going to want to eat those potatoes instead of drinking them.

Is angry vodka mean-spirited?

Then there’s Europe.  Decades of importing millions of people with zero marketable skills has created a permanent underclass that lives on benefits.  Cut those benefits even a little and watch the reaction.  England is already on the edge of something ugly.  Throw in batches of moslims who get even more murder-y when the free checks shrink, and the whole thing slides downhill fast.

The native populations who actually built those countries are the ones who will be expected to keep paying, right up until they can’t.  Back home, the same logic applies.

Inflation didn’t hit the hedge-fund guy first.  It hammered the guy stretching a paycheck from one tank of gas to the next.  Fast-food prices doubled, rent climbed, and the folks at the bottom discovered that “essential workers” are only essential until the margins get squeezed then they can be easily be replaced by illegals or H-1B Indians.

The poor lose first because they have no cushion, no skills that the market values, and no margin for error.  When times get tight, luxury items like $272,000 non-profit jobs disappear, and even the mid-level grift starts to evaporate.

This culling isn’t random.  Societies have always had layers.  The top layer produces, saves, and innovates.  The bottom layer consumes more than it creates.  When the pie stops growing, the bottom layer gets the smallest slice first.

The credentialed political-grifter class is about to get the same lesson.

Those laid-off U.S.A.I.D. types who spent decades flying first class on someone else’s dime are now competing for retail jobs in a world that no longer needs their PowerPoint© decks. Hey, I have an idea!

Since they love foreigners so much, maybe she can move to India and run spice shops if she can’t get the gig here.  Not sure they’ll clear $19 an hour in Mumbai, but at least she can stand at the door and greet customers with a cheerful:

“Season’s greetings.”

 

Every Where You Look: The Game

“I’m giving you a choice:  either put on these glasses or start eating that trash can.” – They Live

“I’m hear to chew bubblegum and kick ass.  And I’m all out of bubblegum.”  (all memes as found)

Most posts aren’t connected, outside of they’re all written by me.  However, the last few have been following a theme that’s pretty old:  mistaking The Game for reality, even Plato wrote about it.  There are times we all get stuck in it.  It’s pretty seductive.  We mistake The Game for reality, often to our own detriment.

What’s The Game?

The Game is where life moves away from reality.  Money (or currency, or cash, which are not the same thing but we’ll use interchangeably in this post) was invented as a way to make trade easier.  Gold and silver were great because they didn’t rust, could be split up in itty bitty increments, and couldn’t be printed.

Money is an invention.  Collectively, humans made it.

We also invented interest rates.  Back a year or so ago (I’m too lazy to look it up) I invited everyone to think differently about the world by changing one simple thing:  eliminate interest on money.

If you haven’t seen the movie They Live, you should.  But when I suggested that “Let’s pretend that interest rates don’t exist,” I felt like Rowdy Roddy Piper trying to get Keith David to put on the ZZTop® sunglasses that (spoiler) allowed humans to see that half the people around him were aliens.

I mean, we didn’t get in a fistfight that lasted 20 minutes, but no one wanted to play a different version of The Game.  It was such a fundamental departure from the way the current world worked that people just couldn’t imagine it.

This is what The Game does.

I’ll guarantee that your great grandparents moving across the American West or settling in Kentucky or working a farm in Virginny could have imagined life without interest rates.  Many of them may not have borrowed money at interest at all.

In their lives.

It’s not that money didn’t matter, it most certainly did.  But if you grubstaked a house on the prairie you might have had to borrow a dollar or two until the crop came in, but it was probably to the store, and it probably wasn’t at interest.  Who would even loan against a farm?  Land was free for those that could homestead it.  Banking for everyone is a new invention.  Just like interest rates, it was just a new rule for The Game.

The reason?  Why not extend The Game to everyone so that they could transfer their wealth at six percent per year to the owners of a bank?

Large amounts of society are like this.  It is a large part of why it was so crucial to the COVID tRUsT tHe ScIENce crowd.  This was in a time of general insanity as the “trans-women are women” and “women are exactly like men” and “black people are really oppressed and George Floyd was murdered” hysteria hit peaks.

All of these are symptoms that The Game is afoot, and there is nothing a person who has bought into The Game will fight more than having the rules of The Game challenged.  And if individuals fight hard, the system will fight even harder.

January 6, anyone?

If I were a suspicious man, I’d think this was all an intentional plan to move away from the real to the fantasy world of make-believe things like money.  The transition for money moved from:

  1. Money is something tangible. Gold, yes.  Silver, maybe along with some copper and nickel.  But I don’t trust silver or copper or nickel much.
  2. Okay, gold is so important you can’t touch it but you can keep your silver coins. Only the government.  Oh, and the gold that we just took from you?  We’re going to immediately double its value.  But the dollar will always be backed by gold.
  3. Silver in coins are too expensive to make. We’ll just make them out of base metals.
  4. Gold?   We’re just going to have dollars.  You can buy your gold back.
  5. Pennies? Too expensive to make, we lose money on every single one we make.  We’ll skip ‘em.
  6. Say, have you tried some of this electronic digital cash so we can track everything you buy? So convenient and easy!

The reality has been twisted, and taking your money from you via interest payments and taxes wasn’t enough, they had to take the money, too.  The rules of The Game have been changed.

And me arguing that getting rid of interest rates is a crazy thought experiment?

The way your money was taken the same way your rights are taken.  They are removed slowly, people are nudged.  If you follow the Supreme Court, the plain language of the document has been twisted so far as for some judges to believe that somewhere in the Constitution is the protected right of dual citizens to

  1. Exist, and
  2. Serve in jobs like congressman or as a federal judge.

But, yet, the plain language allowing me to own military-grade weapons means that I shouldn’t be allowed anything more powerful than a shotgun pellet gun bb-gun squirt gun dart gun Nerf™ gun, and my right to the Nerf® gun isn’t absolute.

The rules of The Game have been changed.

Okay, I made this one.

The same way that your rights are taken is the same way your values are taken.

Imagine society in 1950.  Perfect?  No.  If you didn’t mow your lawn, you couldn’t get a job or a loan.  Society rejected you, but those may have been features, rather than bugs.

Likewise, gays couldn’t adopt and certainly couldn’t get jobs where they would be alone with children – that would be insane!  But then The Game changed.  The Catholic Church decided that they could trust gay priests, since priests were celibate and, besides, God loves gay people, too, right?

Ouch.  Not so much.  It wasn’t the “priest” that caused the problem, it was the “gay”.

Gay people existed then.  Not in such large numbers because, for large numbers of gay people today “gay” is a choice.  And back then, the choice was made for you, and communities who had sexual fetishes about latex-covered toasters didn’t exist because there was no Reddit™ to connect them all.

That was better.  Rule changes to The Game have spread farther, faster in our connected world.

But our values have been ripped away via rule changes to The Game.  Nothing is wrong, except thinking something is wrong.  Silly.  The Game is about inclusion.  Even to the point of including people who hate you.  This is what is wrong with the world today.

Yeah.  See what that’s doing with birth rates.  But its also on purpose.  These values have been chipped at every year since at least the 1950s until the only value that The Game will leave you with is the value of money.

And they’ll even take that away from you.

Just try on the damn glasses, why don’t you?

The Strait of Hormuz and the Domino Effect

“Let’s say this Twinkie™ represents the normal amount of psychokinetic energy in the New York area.  Based on this morning’s reading, it would be a Twinkie© thirty-five feet long, weighting approximately 600 pounds.” – Ghostbusters

Is it wrong of me that I want this as a t-shirt?

When I was younger, I was reading the book Liar’s Poker by Michael Lewis.

In the book, the author related the story of how he was on the trading desk when news of the Chernobyl reactor meltdown hit.  His co-worker, a seasoned trader who’d seen it all, looked at Lewis and said two words:

“Buy wheat.”

The reason was simple.  Ukraine was the Soviet Union’s biggest supplier of wheat.  Now, radioactive wheat would have sounded cool in the 1950s.  Imagine the cereal ads:  New Atomic Pops™: NOW FORTIFIED WITH GAMMA RAYS!

The seasoned trader, however, knew there was going to be a shortage of wheat on the world market since the RDA of uranium isotopes has been decreased under the Make America Healthy Again agenda rolled out.

But Chernobyl happened.  The consequences?  One event, one domino, and the price of bread halfway around the planet starts twitching like a tall tweaker on Tang™.  That’s how fast these things move when the stakes are real.

I’ve moved on to nuclear jokes because most of the chemistry jokes argon.  What, no reaction?

In a more serious world where consequences were to be a thing that actually happened, I’d bet on a huge economic tidal wave incoming from the current Israel-America-Iran War.  Ten to twenty percent of the world’s daily oil supply is stuck behind blockades.  To top it off, 14% of Qatar’s liquefied natural gas production is offline, and won’t be able to be repaired until 2029 or 2031.

Then, the Strait of Hormuz:  closing, re-opening, closing again like a game of “duck, duck, missile” has already tumbled a lot of dominos.

Right now, the Strait isn’t exactly a freeway.  Tankers are rerouting, insurance rates are through the roof, and every time someone blinks the flow sputters.  One day it’s open enough for a few supertankers to sneak through.  The next, it’s blocked again and prices expand like Madonna’s face after whatever it is she’s injecting into it.

Those first dominos are easy to spot, and they were the subject of a recent post.  Fertilizer production is down because natural gas is the key feedstock, so (domino falls) food prices are headed up.

Gasoline, jet fuel, and bunker fuel costs are up, so (domino falls) transport prices are up, too. Trucks, ships, planes, and everything that moves stuff from farm to factory to your grocery shelf gets more expensive.

Freight rates for everything from soybeans to sneakers start climbing.  Those are the obvious ones.

But dominos don’t stop at the first few if there are more in line.

I guess we know now who was holding the whole thing together.

Before the big inflation wave really crashes ashore, weird things start happening in the markets.  Gold is up on good news and down on bad news.  Same with silver.

Why?  Because these are assets (at least the paper versions that pretend to be gold and silver) that people can sell fast and clean to cover margin calls, and other ways that they’ve leveraged the market.  Each domino leads to other consequences.

What are the downstream consequences?  Political unrest?  Certainly.  We’ve seen it before.  We’re seeing it now.

When food prices spike, people in places that were already living on the edge don’t write polite letters to their congressman.  They take to the streets.  Empty bellies and expensive diesel have a way of turning into pitchforks and torches.

And what about a complete redo of the world economic stage?  Yeah, that’s a hell of a big Twinkie®, er domino.  But, it’s looking more likely every day.

Here’s the part that should keep you up at night if you’re the kind of person who still believes in fairy tales about “the system.”  In a world where almost any country can convert whatever Christmas wrapping paper they crank out of their printing presses into any other currency almost instantly, why does the world need the dollar?

I’ve been asking this question forever on this blog.

I have absolute certainty that the dollar is the same as a cryptocoin made by Algerian, Albanian, or Albigensian pirates:  it’s a meme.  It’s just a meme that everyone has bought into for 100 years or so.  If I can dump the Zimbabwe Zloty straight into Seychelles Shekels, well, no need for dollars as the go-between as I trade my diseased goats for your rotten cocoanuts.

I heard that the Pharaoh’s favorite cook was Gordon Ramesses.

No need at all.

Marco Rubio even let the cat out of the bag the other day when he said that in the future the United States wouldn’t be able to put sanctions on countries anymore because other countries wouldn’t be using the dollar very much.

Now that’s a huge domino!

It was going to happen.  There was no way the world was going to forever let the United States print dollars forever and have people send us stuff like oil from the Orient or gold from Germany or PEZ® from Paraguay while we shipped them electronic representations of paper money that was now just too expensive for us to bother to print.

We’ve seen this domino before.

I later found out he had a trap door, so it was just a stage he was going through.

A nation that ceases to be a nation and starts to become a financial entity is toast.  One example was Spain.  They pulled in all that New World gold, let their economy wither, and offshored the real work to places like the Netherlands because they could not ditch the Dutch.  For a while it looked like Spaniards were on top of the world.  Then the Indians who gold ran out, and the bills came due.

The final nail in the coffin of Spain, which had been declining for hundreds of years?

When it ceased to be a military power that anyone noticed.  The Spanish-American War was that moment for Spain.  In the end, I think the Spanish were tired of being Spain since it was so much work, and were more than happy for Great Britain to take the helm.

But that was then.  Now Great Britian looks more like Spain circa 1870.

The Royal Navy has more admirals (40) than total warships (25) and only six plausibly active surface warships.  Guess that Britannia shan’t be ruling the waves of anything larger than a hot tub anytime soon.

Most of the time, nothing happens.

Markets drift.  Politicians talk.  Central bankers print and pretend.  Then that domino hits, and it happens all at once.

One day the system is humming along on just-in-time deliveries and faith in the reserve currency.  The next day the Strait is blocked for real, fertilizer plants shut down, grocery shelves get spotty, and suddenly everyone remembers that energy isn’t optional and cold showers suck.  Energy is the blood in the veins of the whole machine.

When the price jumps, everything else has to adjust:  wages, rents, retirement plans, and government budgets.

The dominos don’t ask permission.

The United States had to wait for COVID, but China got it right off the bat.

And here’s the part nobody wants to say out loud:  the United States has been running on cheap energy and the dollar’s special status for eighty years.  Both of those props just got kicked.

Hard.  The reset isn’t coming in some distant future.  It has already started.

The only question is how many more dominos have to fall before everyone admits the board has been tipped and the Monopoly™ pieces are stuck in the Cheez-Whiz™ covered Rice Krispie® treats.

In the end, dominos don’t care.  They just fall.  One after another, faster and faster, until the structure is gone.  When the last domino drops, the only thing left is whatever you built that wasn’t made of paper and promises.

And sweet, nutritious, gamma rays!

Remember, Kim Jong Un and Dominos™ have a lot in common:  they can both make a crispy Hawaiian in less than thirty minutes.

Casualties Of War: Africa, A.I., India . . . And Europe?

“I had the titular role in Out of Africa.” – Upright Citizens Brigade

Will that work?  I have my droughts.

World economic systems are straining due to the current IAI (Israel, America, Iran) war.  One of the lessons learned from previous economic crises is that issues show up at the weak points first.  Back during the Arab Spring in 2011, people in the Arab world were revolting.

I mean rebelling.

One big driver was the inflation that had hit the area.  What caused the inflation?

Well, money printing in the United States due to the 2008 Great Recession had finally spread internationally to the Middle East.  Certainly, the Middle East is already as stable as a methed-up stripper ex-girlfriend whose rent-check just bounced, so adding vodka to the mix didn’t help.

Countries burned.

They overthrew their governments, and when they didn’t like the new ones, went and got the old ones back.  This was caused at least in part because the Arabs were hungry and food was too damn expensive.  Can’t farm the desert, so might as well blow the place up.

Which they did.

Once again, the Middle East is center of worldwide economic stress and it’s moving quickly across the world.

Bigfoot is confused with sasquatch, yeti never complains.

In Australia, they’re running out of something they call petrol.  If only they knew about gasoline!

In India, they’re running out of fertilizer so it will be difficult to line the streets with poo.

In Taiwan, soon enough they’ll be running low on helium, which is a byproduct of natural gas processing.

Helium?

Yeah, they need lots of helium to make computer chips so that you can make Internet cat pictures that are photorealistic plus I think they huff it a lot which is why they can’t pronounce “R”.  Regardless, here’s an A.I. cat for you:

But one place that will certainly be having difficulty is Africa.  Africa is the basketcase of the world.

Why? For starters, Africa imports 85% of its food.

85%.

85%.

Why? Farming is apparently too hard, and whenever they have a few white people farming and feeding Africa, black people decide they’ll take the magic farm and get rich.  Except they don’t. Lush, productive farms fall into disrepair, but, hey, the Africans who looted the place ate for a day.

Not only that, their governments are also basketcases.  In almost every country, the government requires copious amounts of foreign aid to get anything done.  I’d make more fun of them, but then I think about our budget deficit and go, “Oh, yeah, at least in America we know some payday lenders.”

So, since they have to bring in food and can’t care for themselves in any way at all, at least they’re doing the responsible thing by keeping their wombs from being clown cars and not having hundreds of millions of children that they have no way to feed, right?

No. They’re turning their wombs into clown cars and having hundreds of millions of children that they have no way to feed.

And, of course, they’ll blame us.  In this case, they might be right.  We’ve taken a group of civilizations whose only actual contributions to the world are raw materials and AIDS and given them medicine and food.  Since the entire continent has been in super-fertile rabbit mode since forever (r/K biology –link below), what did they do with effectively unlimited food and a drastically reduced child mortality?

r/K Selection Theory, or Why Thanksgiving is Tense* (for some people)

Breed.

They’ve gone from a reasonable 10% of the population of the world when I was a kid to more than double that today, as the world population has doubled.  They double-doubled.  And they were starving and dying when I was a kid.

Regardless, it’s like someone turned on the “African-making machine” and left it on overnight.  For decades.  And, their population is projected to be some silly number like 40% of the world’s population by 2100.

(as-found)

But that will never happen.  Why?  Because a big crisis, like the one we’ll be seeing soon due to the IAI war, will simply remove the excess wealth that sends medicine and food down to Africa.  We all know what happens next:  the senseless deaths, the violence, the revolutions, the cannibalism.

Oh, wait, that’s Africa when things are going well.  Things will soon enough get much darker on the Dark Continent as the wealth spigot dries up.  I can’t imagine that Europe will continue to absorb them there, either, but then again I never thought the West would be committing collective cultural suicide like it is today.

Sadly, not AI or a horror movie. (as-found)

The IAI war isn’t some far-off desert dust-up that only affects oil futures and late-night cable news.  It’s a live-action stress test on every fragile supply chain we’ve built since the last big reset.  Oil tankers with $100,000,000 cargos reroute around the Red Sea like it’s a game of dodgeball with $3,000 drones.  Grain ships that used to feed half the planet now sit idle or pay pirate insurance that would make your mortgage look cheap.

Fertilizer plants in Europe and Asia that run on Middle Eastern natural gas?

Yeah, those are suddenly “strategic assets” instead of just boring factories.  The ripple hits the weak points first, just like it always does.  Australia’s petrol shortages aren’t because they suddenly forgot how to drill and can’t figure out how to spell “gasoline” it’s because the tankers that used to show up like clockwork are now playing naval chicken in the Strait of Hormuz.

India’s fertilizer crunch?  More natural gas.

And Taiwan’s helium?  That’s not some niche nerd problem.  Helium keeps the fabs running so your phone can update and your cat video can render in 8K.  No helium, no chips.

No chips, no economy that looks even vaguely modern.

It’s all connected, and the connections are fraying faster than a cheap suit at my uncle’s funeral.  Africa just happens to be the thinnest thread on the whole sweater.  They don’t grow enough food to feed themselves on a good day.  They don’t manufacture much beyond raw materials that richer countries turn into actual products.  Their governments run on foreign aid the way a junkie runs on his next fix.

And while the rest of the world was busy printing money and inventing new genders, Africa was busy doing what r-selected populations do best when you hand them calories and medicine: exploding in numbers.

The math is brutal and it doesn’t care about feelings.  When the aid stops, when the container ships prioritize Europe and Asia over charity runs to the Sahel, when the NGOs pack up because the insurance premiums are higher than their budgets, the party ends.  Not with a polite “thank you for the fish,” but with the kind of scenes that make Arab Spring look like a polite disagreement at a PTA meeting.

Who has two thumbs and a poor grasp of visual humor?  This guy. (as-found)

We helped create the conditions.  Not out of malice, but out of the same soft-hearted, soft-headed Western instinct that says “we have extra, so let’s share.”

We shared vaccines.

We shared grain.

All this while infant mortality plummeted and fertility stayed at levels that would make a rabbit blush.

The result?

The bill is coming due, and the IAI war is just the guy in the suit who shows up to repossess the furniture.  Europe already has its hands full with the last wave.  America is staring at its own debt mountain and wondering why the grocery bill looks like a car payment.  Australia and India and Taiwan are discovering that “just-in-time” supply chains work great until the “just-in-time” part becomes “just-in-case the war lasts another six months.”

The weak points crack.

Then the stronger ones start groaning.

Then the whole system starts looking for someone to blame.

The Dark Continent is about to get darker.  Revolutions, famines, the whole greatest-hits album of human misery played on repeat.

(as-found)

And the rest of the world?  We’ll be too busy trying to keep our own lights on to send another aid convoy.  And I worry the most about rebellion here.  Especially among the cows.

I can’t abide a mootiny.

The War Against Your Life: Noelia Castillo And The Machinery of Medically Assisted Murder

“All of you, just wait and listen to me!  You can wrap it up any way you like.  You are about to commit murder.” – The Wicker Man (1973)

(all memes as found)

The GloboLeftElite views human life, especially Western human life, as a blot on the world.

To them, it’s problem to be managed, a resource to be harvested and replaced.  They do not say this in public.  They wrap their policies in the language of compassion, equity, and progress. But the results speak louder than any press release: lives destroyed, families shattered, and the quiet erasure of the people who built the West and the modern world.

No better proof exists than the case of Noelia Castillo Ramos, who was recently murdered as a needle entered her arm and injected chemicals that ended in her death.

In 2022, Noelia was a teenager living with her family in Spain.  Her family lost their home.  The state, in its infinite benevolence, sent officers, perhaps a dozen cops, to remove her from her parents’ care and place her in a government-run group home.  There she would be “properly cared for.”

The home housed her alongside North African migrant youths.  Many of these “youths,” as is common across Europe, were not teenagers but men in their twenties and thirties who found that pretending to be a teen gave them invincibility to the European legal system and access to (actual) teenage girls.

Noelia was allegedly gang-raped.  Multiple times.  Sources across social media and independent reports describe three separate assaults, at least two of them involving groups.  She tried to report the rapes.  According to accounts, staff, GloboLeftist women running the facility, refused to allow formal complaints.  I can only assume that they thought that documenting the crimes would make the “migrant youths” look bad.

Better to protect the narrative than the girl, right?

Broken, Noelia made a desperate choice.  By her own later admission, she was coked up when she jumped from the fifth floor of a building.  She survived the fall, but she was left paraplegic.  Noelia was trapped in a body that no longer obeyed her and a system that had already failed her at every turn.

She requested medically assisted murder (MAM), the clinical euphemism for state-approved killing.  Spain legalized euthanasia in 2021.  The request was reviewed.

Approved.

On March 26, 2026, Noelia Castillo Ramos was euthanized at Hospital Residencia Sant Camil near Barcelona.  She was twenty-five years old.

Her organs were almost certainly harvested.  In countries that have embraced MAM, organ procurement follows the death, often coordinated so efficiently that viable organs are taken while the patient is still alive under anesthesia.  We don’t allow that with animals:  we call that vivisection.

Hospitals bill for the procedures to put those organs in other bodies.  Transplant networks profit.  And in the macabre calculus of the system, those organs may well have gone to the very migrant rapists whose presence destroyed her.

The rapists?  Free.  Never arrested.  Likely still living on government benefits in government housing, fathering the next generation of “youths” who will speak a foreign language and practice a foreign culture to Spain.

The group home operators?  Unpunished.  The state officials who removed her from her family? Still removing other children.  The women who allegedly silenced her reports?  Still employed.  The GloboLeftElite that welcomed the invasion and then covered for its consequences?

Still in power.

If this were an isolated tragedy, we could mourn it and move on.  It is not.  Instead of an individual, let’s zoom out and look at a system.  After all, a system is what it does.

Look at Canada.

Medically Assisted Murder accounted for 5% of deaths in 2024, one in twenty Canadians dying by state injection.  The growth rate slowed to “only” 16% in 2023 after averaging 31% in prior years, but the machine is still accelerating.  MAM is now the fifth leading cause of death in the country.

96% of those killed are white.  Whites make up about 70% of Canada’s population.  The disparity is not random.  It is the predictable outcome of a policy aimed at the historic population of the West.

Canada does not merely allow MAM, it actively promotes it.

Government literature, hospital protocols, and even Veterans Affairs have offered MAM to veterans facing long wait times for care, to the disabled, to the poor, and to those whose only “illness” is poverty or despair.  Cases now include people with chronic pain, neurological conditions, frailty, and socioeconomic desperation.  Poor people.

Ontario data shows that among non-terminal MAM recipients, over 25% lived in the poor areas. The state does not heal:  it offers the needle.

Organ donation after MAM has become a growth industry.  Canada leads the world in the percentage of MAM deaths followed by organ procurement.  Hospitals and transplant programs benefit financially.  The same system that fails to protect the vulnerable in life profits bigly from their death.

The abusers are never punished.  The bureaucrats who run the homes, the politicians who open the borders, the activists who scream “racist” at anyone who notices the pattern always remain untouched.  The invading migrant populations imported by the GloboLeftElite continue to receive housing, benefits, and protection while native girls like Noelia are removed from their families, violated, silenced, and finally killed.

This is not incompetence. It is not a series of unfortunate accidents.  It is the system functioning exactly as designed.  A system is what it does.

The GloboLeftElite has made their priorities clear for years.

Western birth rates collapse under the weight of taxes, housing costs, delayed marriage, and cultural contempt.  Families are undermined.  Children are taken by the state under pretexts of “safety.”  Migrants are imported in numbers that guarantee cultural replacement.

Crime spikes, especially sexual crime against native women and girls, yet reporting is suppressed and prosecution avoided to protect the narrative.  When native men can’t find jobs because they are replaced by nepotistic ethnicities or cheap third world labor, it is celebrated.  When the victims break through drugs, despair, or suicide attempts, the state offers not justice or healing but death.

And then it harvests the remains for profit.

Noelia Castillo is not an outlier.  She is the logical endpoint of the system doing what it was designed to do.

A girl taken from her family, housed with the invaders the elite celebrate, raped, silenced, crippled, and finally euthanized.  Her death removes one more native European from the ledger. Her organs may sustain others, perhaps a new heart goes to the very demographic the GloboLeftElite has decided will inherit the continent.

The rapists breed.  The state continues its removals.  The machine hums on.

The GloboLeftists celebrate, openly now, another victory, another white womb removed from the equation, another family line aborted before it started.

The emotional weight of this cannot be softened.

Imagine the final moments: Noelia, paralyzed, knowing the men who destroyed her walked free while she faced the needle.  The pinch as the injection enters the vein.  The slow fade.  The last conscious thought that the system which failed her at every step had now decided her life was the problem to be solved.

That is the future the GloboLeftElite has built.  Not for themselves:  they live happily behind walls and private security.  No, this future is for you, for your children, for every Western family that still believes the state exists to protect them.

The West is being euthanized.  Not in one dramatic collapse, but one approved injection at a time.  One silenced rape report.  One removed child.  One body of harvested organs. One replaced line of children and grandchildren who will never walk the Earth.

And the people who designed it, cheered it, and profit from it sleep soundly, secure in the knowledge that the blot they despise is finally being erased.

There is no softer way to say it.

The needle is already in the arm of the civilization that built the modern world.  The question is whether we will watch it empty, or whether we will stop the hand that pushes the plunger?