🇯🇵🇺🇸🗳❗️ — Japan Restoration Party (Nippon Ishin no Kai), a Right-Libertarian/Conservative party of Japan, refuses any kind of deals with Japan's Constitutional Democratic Party (Main socially liberal party of Japan) due to the fact that the CDP invited the Leftist Pro-LGBT & Pro-Palestine Reiwa Shinsengumi to talks regarding a coalition

➡️ Thus, given such, any dream of a Liberal Coalition-ruled Japan ended for this election.

🇯🇵🐣 Johann on X:

>McDonald's Japan introduces anime girl mascot
>instant success
>Vatican introduces anime girl mascot
>instant sucess
>LA Dodgers get Gawr Gura to sing to them
>make it to the world series

Simply add a cute anime girl to experience success

📎 Johann

🇨🇳 💻 ⚛️ — China ‘poised to lead’ creation of quantum-proof telecoms security protocol

China is expected to play a leading role in creating a “quantum-proof” communication protocol, after scientists from the country presented a design blueprint at a major international conference on telecoms standards.

The protocol aims to help the world fend off potential attacks from quantum computers that could break traditional communication encryption methods.

A scalable quantum computer once developed could compute exponentially faster than a conventional computer so much so that it could leave all conventional encryption obsolete.

🔗 Link

🇺🇸 🇯🇵 🏦 From Nomura Charlie McElligott:

Markets have largely priced in a Trump victory and Wall Street seems to be eyeing a full Republican sweep next week.

In the event of a Harris victory and a gridlocked congress, traders are positioned "Risk Reversal" across asset classes sending bonds higher while sending interest rates, deregulation themes such as bank stocks ($XLF), gold, and bitcoin lower.

In the unlikely event of a full Democratic sweep of both the Senate, the House, and the Presidency, serious acute downside risks for the broader stock market is likely given negative growth implications of re-regulation and corporate tax hikes impact on earnings, especially after markets have already rallied considerably into the election on expectations of tax cuts.

🗒 In simple terms, if Harris wins but congress is R or split, bonds ($TLT) should rally while bank stocks ($XLF) gold, and bitcoin will likely see downside while the broader market ($SPY) will likely still rally into the end of the year

❗️ However, if Democrats sweep all of congress and the presidency, expect a potential -7% to -10% in the broader market ($SPY) over 1 to 3 months after the election

Overall, market participants are "over-hedged" given recent volatility over the past three months. In the absence of a Democratic sweep, hedge funds are going to FOMO into higher net exposure through to the year's end to make up for the cost of current downside hedging and underexposure.

@CIG_Telegram
Paper

🏹🇰🇵🇷🇺 Dr. Snekotron on X:

"Just saw estimates for the amount of artillery ammunition that the DPRK supplied to Russia, and it's way more than I thought initially. For close to 20,000 shipping containers, it's close to 6m rounds of 152 and 122."

📎 Dr. Snekotron

🚢🇺🇸 The United States must grow the merchant mariner force now, before conflict begins. - U.S. Naval Institute

The recent Houthi-led attacks on commercial shipping have again highlighted a reality of war at sea: Merchant mariners are on the same frontline as their naval cousins—except without defensive weapon systems, extensive compartmentalization, and abundant manpower for damage control. Operation Prosperity Guardian, the multinational security initiative in the Red Sea, provides an excellent opportunity to consider what future awaits the U.S. Merchant Marine in contested waters.

Today, civilian mariners (CivMars) provide 100 percent of the logistical support to the Navy via the Military Sealift Command (MSC), and they are integral to the operation of command ships, submarine tenders, and expeditionary mobile bases. MSC employs approximately 1.27 CivMars per seagoing billet, which has caused significant burnout in the community as reliefs are delayed, stretching nominal four-month tours to as long as six months.1 Programs to improve sea/shore rotation and to modernize the assignment of CivMars to ships from the “pool” remain in progress. Once hostilities commence, retention can reasonably be expected to fall.

https://www.usni.org/magazines/proceedings/2024/october/reestablish-us-maritime-service

🇮🇱❌🇱🇧 — Israel issued evacuation warrent for the whole of Baalbek city, with more than 90k population.

🇮🇱❌🇱🇧🏛 — Mayor of Baalbek:

We fear that the historic Baalbek Castle and its heritage will be targeted.

✍📝Side note: Israel has destroyed over 200 historical and heritage sites in Gaza, including ancient mosques, harbours and one of the oldest Christian monasteries, in what some have described as a “Cultural Genocide”

🚢 🇨🇳🇵🇭 Navy: Chinese Navy taps fishing vessels as ‘force multipliers’ in SCS

The Philippine Navy on Tuesday said China has been tapping normal fishing boats to act as “force multipliers” to show force in the South China Sea (SCS).

🇸🇬📝Collin Koh: "There's a core cadre of full-time maritime militia, but vast remainder of PRC fishing fleet remains liable to be called upon to perform patriotic duties as needed, and even while on fishing expeditions they still serve as eyes and ears for the authorities."

https://tribune.net.ph/2024/10/29/navy-chinese-navy-taps-fishing-vessels-as-force-multipliers-in-scs

🇪🇺 EU wants to create a spy agency that is able to centralise information and coordinate the national spy agencies of its member states

The EU spy agency should be akin to the 5 Eyes agreement between the US, Canada, the UK, Australia and New Zealand.

🔗 https://www.politico.eu/article/europe-spy-service-cia-ursula-von-der-leyen/

👨‍🚀🇺🇸🗳 American Lunar Astronaut Buzz Aldrin endorses Trump for President and champions Elon Musk's cause for a return to the moon.

https://fxtwitter.com/TheRealBuzz/status/1851628221013622787

#BREAKING

🇻🇪❌🇧🇷 ❗️— Venezuelan Regime recalls its Ambassador from Brazil after Brazilian President Lula vetoed its entry into BRICS!

👤🗯🇺🇸💸📈 — 🇺🇸 The Epoch Times | Trump Wants US to Stay in NATO, but Others Need to Do More: Vance | Although the number of countries projected to spend at least 2 percent on defense has doubled, nearly one-third are still falling short of their commitments | October 28, 2024:

"The United States would stay in NATO if former President Donald Trump is reelected, according to his running mate, Sen. JD Vance (R-Ohio), but he added that other members of the military alliance need to pay their fair share.

“Donald Trump wants NATO to be strong. He wants us to remain in NATO,” Vance said on NBC’s “Meet the Press” in an interview that aired on Oct. 27. “But he also wants NATO countries to actually carry their share of the defense burden.”

In 2014, in the wake of Russia’s invasion and annexation of Ukraine’s Crimean Peninsula, NATO members all agreed to allocate at least 2 percent of their GDPs to defense within a decade.

In July 2022, as the Russia–Ukraine conflict escalated into a full-scale war, then-NATO Secretary-General Jens Stoltenberg stated that the 2 percent threshold was “increasingly considered a floor, not a ceiling.”

By the end of 2023, however, only 10 of NATO’s 31 members had met the target. Although that number is projected to rise to 23 out of 32 members in 2024 after Sweden joined the fold, nearly one-third of alliance members are still falling short of their commitments."

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🗣💸🌐🌐❌💵 — 🏴 ZeroHedge | BRICS Summit Puts Focus On Dethroning US Dollar As Putin Unveils 'BRICS Banknote' | October 25, 2024:

"(...) Vladimir Putin avidly discussed the potential of a new BRICS currency system during the trade coalition's summit this week in Kazan, Russia. He knows that the dollar's reserve status is America's strength, but also America's greatest weakness.

Putin unveiled a "symbolic" BRICS bank note at the summit, suggesting that the plan to dump the dollar may be much closer to fruition than many economists expect."

#Geoeconomics

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