We know what’s coming and we are prepared.
🚢 🌍 🏴☠️ Why Attack Shipping: a thread
🔶️ The Houthi strategy looks primitive to most with the random attacks on ships sounding desperate and quite elemental in a world of AI and space exploration. But the game theory behind it is superb.
🔶️ Introducing shipping:
Shipping is an old world industry, global in nature, but greatly affecting everyone and every local economy differently. It operates in vast open oceans with minimal policing or regulation for centuries, and it works extremely well to support our everyday lifestyles. But in the last few years disruptions due to various factors have brought shipping to the forefront. Why suddenly shipping matters?
🔶️ Although there are so many different types of ships in a global commercial fleet of 80,000+ vessels, picking what matters is essential: for the western world one does not really care much about dry bulk (iron ore/coal cargoes are mainly China focused meaning a disruption does not really affect the US/EU regions); you don’t really even care about tankers (freight costs is like 4% of oil price so to inflict real pain it becomes very difficult from a shipping cost perspective plus China has become the dominant importer in that market as well); but … you do care about containers. This is what hurts the most the average western consumer and for a good reason: containers transport most of the goods we use in our daily lives and we know and understand the price of. It relates to what is called the delivered price of a good. Push up the delivered price and suddenly you have inflation
🔶️ So, if you want to hurt the western world, you need to focus on what the Central Banks are trying so hard to contain: inflation. If supply chains get disrupted again, and that can really happen, it will matter greatly. And it will matter for what REALLY matters: all upcoming elections in the US/EU in 2024. Disruption is a game of chaos in a supply chain that strives for extreme optimization and JIT inventory management. And it does not take much to do so. But anything similar was an unimaginable scenario when inflation was not a risk for decades until Covid. But now it is. And a rebel group in southwest Yemen can affect the election outcome in a lot of “First World” countries this year. Remember the butterfly effect?
🔶️ Bulk commodities (oil, coal, iron ore, etc) can adjust to disruption as they are mostly fungible: local prices adjust a bit but would not affect the bigger picture much( take a look at NSea and SAm crude spreads this week and how rapidly they adjusted to the situation). Finished goods however are not, cause they are manufactured East and consumed West. Disrupt the East-West corridor for finished goods and you have leverage because prices will react positively and there is no adjustment path anywhere else.
🔶️ Expect this playbook to become part of the global geopolitical chess game for years to come. Straits, canals and waterways are going to play a much bigger role than even before in a world where inflicting economic pain in the Western world without real conflict is becoming much more difficult than ever before. Technology allows anyone to obtain RT information on vessel position, ownership and cargo details which makes it an easy game for bad actors with minimal resources. We are all about to become much better in oceanography and geography for the years to come…
📎 Breakwave
HOLY CRAP! NAACP lawyer came before the Supreme Court and said the quiet part out loud
Janai Nelson said we need race-based districts because: "white Democrats were not voting for black candidates whether they were Democrats or not!"
This is INSANE.
🇺🇸Join👉 @SGTnewsNetwork
📎 Twitter ▪️ Truth Social
BREAKING: In an insane move, Justice Ketanji Jackson declares we need to draw Congressional districts based on race because black people are like disabled people
"They don't have equal access to the voting system. They're DISABLED!"
This is utter madness. How did she get on the Supreme Court?!
"My, kind of, paradigmatic example of this is something like the ADA. Congress passed the ADA against the backdrop of a world generally not accessible to people with disabilities...why is that not what's happening here?!"
🇺🇸Join👉 @SGTnewsNetwork
📎 Twitter ▪️ Truth Social
BlackRock CEO Larry Fink says this is only the beginning as the tokenization of everything is underway.
Money, property, and even personal identity will soon exist in digital form.
He calls it a major opportunity for BlackRock, saying the plan is to move beyond traditional financial assets by digitally re-potting them into a new system.
🔗 Shadow of Ezra (@ShadowofEzra)
🤖📱 Between empty promises of a billionaire and a social credit system. The “secret” way your behaviour is ranked on X
What is Tweepcred? It’s a reputation system inherited from the days of Twitter, a social credit mechanism built into X, where every like, comment, retweet, or interaction feeds a hidden score. Post the wrong thing, and your reach is throttled, invisible to followers, blocked from the For You Page, and your voice is confined to a digital coffin. The worst part? X won’t even tell us what we’re doing wrong.
Tweepcred was open-sourced two years ago as part of Elon’s big push for “transparency.” The release confirmed what many suspected for over a decade: the system wasn’t neutral. It could be gamified, and it rewarded those who knew how to play it. Industry insiders and large organizations held a massive advantage over individuals, defeating the very purpose of the internet and the cultural revolution that once challenged mass media.
Content was no longer ...
🇺🇸👨🌾 Meriwether Farms on X:
Dear Trump,
We love you and support you— but your suggestion to buy beef from Argentina to stabilize beef prices would be an absolute betrayal to the American cattle rancher.
We understand there are larger economic and geopolitical dynamics at play, including countering CCP influence in countries in our hemisphere. But the practice of solving problems “over there” before solving problems here on our soil is what contributed to the downfall of our country: Americans always come last.
We understand beef prices are high, and we admire your concern for all Americans, but this is not the fault of the American producer. This is the fault of politicians who have allowed BRICS-aligned entities to dominate the meat industry, that participate in price fixing and who also continually lie to their consumers.
Washington for decades has facilitated the squeezing of our own ranchers while allowing these entities to flood the market with cheaper, ...
