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The Shitshow Macro Weekly Prep Pod Mon 5.27.24



Domestic Politics:
Jake Sullivan (Biden’s National Security Advisor) lied this week to cover up that the CCP has been providing ammunitions and lethal hardware to RUS for its use in the UKR war. The UK MOD issued a statement that intelligence indicated China’s involvement, and Sullivan said their intel was wrong, despite all evidence to the contrary. Why? I’m sure it has nothing to do with all the money that Hunter and Joe got from Patrick Ho (CEFC) and other CCP-aligned Chinese “businessmen.”
2 recent reports indicate the toll that Biden’s Border Crises is having on border patrol; a Free Press report last week indicated the CBP suicide rate is 2x the rest of national law enforcement, which came the same week as a report that 25% of CBP agents have quit since Biden took office.
Another poll out on 5/26 from CIVIQS has Biden as a 57% disapproval rating nationally.
McKinsey alum Mayor Pete was on Face the Nation this weekend where he faced grilling over why the Biden admin has only built 7 or 8 EV charging stations for $7.5bn allotted in the “Infrastructure Bill.” Elon Musk and Telsa, on the other hand, have been building 13k per year and installed around 50,000 total around the country for just over $1bn.
Texas Lt Gov Dan Patrick visited the NY Trump trial last week, and gave a 5-minute rundown of what’s going on there. If you’ve not kept up with what’s going on with that disaster, please watch, it’s in the show notes.
In similar news, a DC judge handed down a 48-hour community service sentence to a “ceasefire” protstor who punched a DC cop in the face. Quite different from J6 sentences for non-violent offenders locked away for years, eh?
13 Oregon counties have voted to seceed from the Portland-dominated progressiveness and become part of Idaho.
A 9-part thread was posted on the X platform over the weekend with videos from a speech given by Dr. John Eastman in Michigan. If you are someone who doesn’t know much about what happened in the 2020 election or why the claim of “no evidence of widespread voter fraud” has itself been debunked, please watch. He brings receipts from multiple investigations that have proven otherwise. Link in the show notes.

War/Military:
News broke on Monday that China is preparing an armada of ferries and civilian vessels to invade Taiwan, via The Telegaph.
Egyptian soldiers were killed in a firefight with IDF over the wekeend, in what is being reported as an accident. The IDF engineers were exploring a tunnel found and exposed in Raffa when the Egyptian soldiers opened fire, reportedly not knowing they were IDF.
Israeli airstrikes into Western Raffa on Sunday have reportedly killed Hamas’ head of terror operations in the west bank.
The airstrikes came on the heels of a massive tranche of rockets that were fired out of Gaza and into Tel Aviv. The rockets were fired after the IDF had pulled out of Gaza, showing that they care not about the things they routinely push through western mainstream media propaganda.
Senator Capito held a press conference last week to announce that through following the “Green New Deal” money hidden within the Infrastructure Act, her team found that the EPA had sent $50mm to a pro-Hamas organization under the false auspices of climate change.
Biden’s floating pier in Gaza that has delivered over 50 tonnes of aid (that was stolen by Hamas) has broken apart and washed up on the beach in Isreal.
I reported on the SF Col who shot a Chechen that was sneaking around his property on May 3, and more keeps coming out about the story. The Chechen was found 250 yards from the road, he and his Chechen colleague who had been idling in the van hardly spoke english, had Russian IDs, Russian phones written in Cyrillic (Russian), and the company itself bears quite a few hallmarks of a front company, owned by a Moldovan CEO. This has apparently been happening to other SOF members around their bases as well. I’ll include an article in the show notes that sheds a lot of light on this one.
That story seems to have unleashed a flood of things that have been covered up; it came out over the weekend that Russian, Iranian, and Chinese spies have been posing as DoorDash drivers to gain access to sensitive USMIL bases, and a US Admiral went on Fox last week to say that we’ve been seeing nearly daily attempts by foreign nationals to access US bases. A report Sunday said that US Navy bases are ejecting foreign nationals 2-3 times per week. The DoorDash article is in the show notes.

Science/Health:
News broke on Monday that a Federal court has ruled that lawsuits from 5 fired workers who sued the Mayo Clinic can proceed (they filed religious exemptions to the vax but were denied).
For some good news, the WHO has failed after 2 years of negotiation to get a global pandemic health treaty passed.
Dr. Drew was on with Jimmy Dore on Friday to discuss the absolute lies the “health experts” have told us about red meat. Spoiler: it’s quite good for you. Interview link is in the show notes.
A UK climate agency has been caught fudging the global temperature record to exaggerate climate change claims.

Religion:


Markets/economics:
The 10Y-2Y yield curve has now been inverted for 475 consecutive trading days, making it the longest inversion in history - even surpassing that under Volker in 1978-1980.
US interest on national debt has now surpassed defense spending. The liberals who’ve always complained about exorbitant defense spending have no comment since the debt is fueling progressive policy goals.
PBS Newshour has reported that an analysis by The Urban Institute found that SNAP payments did not cover the rising cost of groceries in 98% of US counties.
Interestingly, Silver futures prices have been on a straight 45-degree rise since May 24th. While the markets were closed for Memorial Day, precious metals continued to trade and silver opened with a massive green candle. I’m going to include the 5-day silver futures chart in the show notes because it’s quite interesting to look at if you track this stuff.
85,421 job cuts so far this month according to the MacroEdge job cuts tracker.
The USGOV was caught again faking economic data, this time “revising” housing price data to wash away the past 4 years of housing cost inflation.


Business:
Microsoft has admitted that its cloud system was broadly penetrated by Chinese spies, yet it still offers cloud services (even to the USGOV) despite no reassessment of its employees (even Chinese nationals) or cybersecurity infrastructure. A brief reminder that a Microsoft exec admitted last week their products are now taking routine pictures of your screen and saving them.
A judge has approved a class-action lawsuit against American Airlines for their use of BlackRock and ESG investments for the airline’s pension fund.

Geopolitics:
Canada announced over the weekend that it will issue 5,000 visa to residents of Gaza. Good luck with that, Canada.
The Biden Administration decided that Memorial Day was a great day to pressure EU allies not to get in the way of Iran’s nuclear ambitions. This is so dangerous that even France had to ask WTF???


Social dynamics/societal/culture war/Legal:




Conspiracy-y:
No good ones to cover this week.

White Pill:
Cool story about why the US flag is not allowed to touch the ground:

https://x.com/eveforamerica/status/1794745683167338759


Implications:
It’s impossible to deny that we have allowed foreign espionage and spy teams into our country via the porous borders, and they are making their way onto our MIL bases and stalking our soldiers.
While the activist Trump judges are making news, a lot of medical freedom, media defamation, crazy employers, and other cases are being allowed to move forward. This is a good thing.
Whether China is about to strike Taiwan or the Phillipines, it seems like there’s a big move in the works from The Panda.
I would suggest building out your commodities and precious metals portfolio if you haven’t already (*not personal financial advice, just the writing on the wall/cycle)
The Weekly Read (Monday):
Ghost Wars and Directorate S by Steve Coll

Macro takeaways/lessons from the week:
I previously talked about the calculus from adversaries now that Trump is so far ahead in nearly every poll. Do they strike before he gets into office, or back off now that it looks like he will be there soon? If the moves they’re making globally aren’t merely a feign, I think they’ve given us their answers.



Links mentioned in the show:

Blind by Mike Amabile and Run Over Twice
https://open.spotify.com/track/6SG99nL342DcREu4kYRoXg?si=043427c193be441d

Dr. John Eastman Speech in Michigan
https://x.com/DonGP4037/status/1794828400483328456

Tx Lt Gov Dan Patrick on the NY Trump Trial
https://x.com/DanPatrick/status/1794087687932064113

Silver 5-Day Chart



More Info About Chechen National Surveilling SF Col and His Kids
https://redstate.com/jenvanlaar/2024/05/27/new-info-related-to-shooting-death-of-chechen-national-who-was-on-army-special-forces-soldiers-property-n2174705

Chinese, Iranian, and Russia Spies Posing as DoorDash to Access Sensitive USMIL Bases
https://www.dailymail.co.uk/news/article-13422857/china-iran-russia-military-military-surveillance-pentagon-secrets.html

Dr. Drew and Jimmy Dore on the Healthy Reality of Red Meat
https://x.com/newstart_2024/status/1794610565643378998
Does everyone remember James "Corney?"
Weird, just like the guy who invented them said.
👆 extremely politically connected pedophile- although we're told that doesn't exist.