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The Bulletin: September 10-16, 2025
The Bulletin: September 10-16, 2025 This past week’s articles of interest… CLICK HERE If you’re new to my writing, check out this overview. Beyond Surplus: Rethinking How Civilizations Rose | Art Berman Why There Will Be No Energy Transition | by Eric Lee | Sep, 2025 | Medium Update: Why We Need Forests Renewables, carbon […]
The Bulletin: June 12-18, 2025
The Bulletin: June 12-18, 2025 This past week’s articles of interest… CLICK HERE If you’re new to my writing, check out this overview. Australia – carbon bomber of the Indo-Pacific The Gas Industry Is Redefining Methane as “Clean Energy” The role of aerosol declines in recent warming By Disaster Or Design The Renewables Farce US […]
July 3, 2024 Readings
July 3, 2024 Readings 2019: Peak (Western) Civilization–The Honest Sorcerer Summer Reflections–Erik Michaels The Long Forum June 2024 – by Shane Simonsen Can The Law Drag Fossil Fuels Into Greener Pastures? We Are All Joe Biden (And Malthus Was Not a Reptilian)–Ugo Bardi The Coming US Budget Disaster Will Impoverish Americans | Mises Institute Ongoing […]
Aluminum Prices Hit Two-Year High On Smelter Output Limits In China
Aluminum Prices Hit Two-Year High On Smelter Output Limits In China Aluminum prices in London reached their highest in two years as the industrial metals rebound theme continued, driven by a combination of supply constraints and the prospect of increased demand in China and the US. The latest driver for the silvery-white, lightweight metal, used in everything from vehicles […]
There’s More to China’s U.S. Debt-Dumping Rush Than Meets the Eye
There’s More to China’s U.S. Debt-Dumping Rush Than Meets the Eye Unprintable Alternative to Debt, De-Dollarization, Not Just China, Leaving the West for the East “Gold is money. Everything else is credit.” ~ J. P. Morgan Earlier this week, I told you how China has accelerated its de-dollarization efforts with rapid-fire sales of U.S. debt. The country […]
The Blood-Red Sunset of the West. Strengthening of the Sino-Russian Relations
The Blood-Red Sunset of the West. Strengthening of the Sino-Russian Relations On President of the People’s Republic of China Xi Jinping’s invitation, President Vladimir Putin paid a state visit to China. It is not a formal act, but a further step in strengthening economic, political, and military relations between the two countries. China produces a third of the world’s […]
China Just Dumped the Largest Amount of U.S. Debt in History
China Just Dumped the Largest Amount of U.S. Debt in History Dropping It Like a Hot Potato, the Lowest level of U.S. Debt Ownership in Decades, Not Just a “China-Leaning” Countries Problem At this point, the government is completely and totally bankrupt. It’s like Wile E. Coyote that’s walked off a cliff, but doesn’t really […]
Hoot of the Day: No One Wants Green Energy if It’s Too Cheap
Hoot of the Day: No One Wants Green Energy if It’s Too Cheap Treasury Secretary Janet Yellen wants the EU to hike tariffs on China just as the US did. Curbs on Cheap Chinese Exports The Guardian reports Janet Yellen urges EU to join US in curbs on cheap Chinese exports Janet Yellen, the US treasury […]
China Shock II Is Coming, the EU Will Be Hit Hard, Then the US
China Shock II Is Coming, the EU Will Be Hit Hard, Then the US Germany is feeling the pinch of China shock. But the US is on deck too. A global trade war looms. China Shock Eurointelligence discusses China shock in its article Technology Is Why We Are Losing. We are not sure that the effect […]
The Biggest Risks of This Decade
The Biggest Risks of This Decade Since the 2020 pandemic, many things have changed, but nothing more than geopolitics. Wars and clashes that used to be largely national have given way to more regional conflicts that threaten to upend the current world order. The Ukraine War and Israel-Iran conflicts have the potential to lead to […]
Is China Dumping US Treasuries and Buying Gold? Bloomberg Says Yes, Pettis Uncertain
Is China Dumping US Treasuries and Buying Gold? Bloomberg Says Yes, Pettis Uncertain Bloomberg reported that China is selling a record amount of US debt while buying gold. Previous reports of debt selling were false. Let’s check in with Michael Pettis at China Financial Markets for another opinion. China Sells Record Sum of US Debt […]
China Unveils A Housing Market Bailout: Here’s What’s In It, And Why It Is Still Not Enough
China Unveils A Housing Market Bailout: Here’s What’s In It, And Why It Is Still Not Enough More than four years ago, when China first launched its latest “deleveraging” campaign targeted at bursting the country’s housing bubble in a controlled fashion, which coincidentally was the single largest asset for China’s massive middle class, we – and many […]
Bidenomics At Work: Ford Slashing Battery Orders As Losses Per EV Approach $100,000
Bidenomics At Work: Ford Slashing Battery Orders As Losses Per EV Approach $100,000 Ford is cutting battery orders in yet another sign that the EV market, despite a constant tailwind from the U.S. taxpayer, is starting to slow. The company is cutting the orders to curb electric-vehicle losses as it scales back its EV strategy in […]
Is China’s Oil Demand Set For A Major Bounce Back?
Is China’s Oil Demand Set For A Major Bounce Back? China’s extraordinary economic expansion almost singlehandedly drove a supercycle in key commodities since the mid-90s. This robust performance across several major sectors in China’s economy is in sharp contrast to the growth drivers seen last year. China continues to buy oil from Russia and Iran […]
