We know what’s coming and we are prepared.
🇨🇳🇨🇳📆📝 — Today, the Fourth Plenum of the 20th Central Committee of the Chinese Communist Party, the ruling Party of the the Chinese Regime - the People's Republic of China - is scheduled to start and take place in Beijing lasting from October 20 to 23, 2025.
📝 This four-day meeting, which begins today, represents an annual gathering of the party's Central Committee to deliberate on major policy directions.
The plenum is expected to prioritize economic planning and policy formulation, marking a shift from traditional Fourth Plenums (which often address party governance) toward addressing what the Chinese leadership considers as pressing challenges. Primary topics include:
This will outline China's economic and social development blueprint, emphasizing five core areas:
🤑 Chinese Economic status, as China face deflation and slower growth
🪖 Chinese National security, specially regarding the Taiwan Issue
🤖 Chinese technological innovations, as China and USA embrace a trade war over the Rare Earth trade
🧑🎓 Education/talent development for "new quality productive forces" (reminder, China is dealing with a double front with the lack of jobs for students entering the job market and, above all, the problem of the Tang ping [literally "lying flat"] movement)
💸 Major improvements in livelihoods of Chinese people as China faces deflation
One of the key points of the Fourth Plenum is that it will pave ground for the Formulation of the 15th Five-Year Plan (2026–2030) of People's Republic of China:
➡️ This will outline China's economic and social development blueprint, emphasizing five aforementioned core areas.
📝 The plan builds on prior five-year strategies by stressing technological self-reliance, domestic innovation (specially on the question of semiconductors, a key issue for Chinese economy now) and the "dual circulation" model to balance internal demand with global engagement.
🚫 The meeting could involve high-level reshuffles in the CCP Central Politburo, Central Military Commission, and other bodies, including filling vacancies from recent purges (as Example of recent purges in the military, following removals of figures like Xi Jinping Loyalists, including PLA Admiral Miao Hua) and confirming retirements or promotions.
🔥 In worst case scenario for Xi Jinping faction (Fujian clique/New Zhijiang Army), these moves would signal preparations for the final years of Xi Jinping's Rule and potential transitions ahead of 2027
Ukrainian forces have begun training and testing exoskeletons for battlefield use. Soldiers from the 147th Separate Artillery Brigade are using them in the Pokrovsk sector for both logistics and frontline operations. The goal is to reduce physical strain, especially when loading heavy artillery shells into howitzers without automatic loaders. Artillery crews can handle up to 1200 kg of ammunition per day, and early tests show that exoskeletons help them work faster and with less fatigue Above all, by improving the conditions for those soldiers on the front lines who handle such heavy loads, plus the stress of work. Seeking to reduce overall fatigue in the troops
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🇮🇷🇮🇱 - 14 wounded in Iranian missile strike in central Israel, according to Israeli media.
🇬🇧🇮🇶 - A drone struck British Castrol oil warehouses in Erbil, Iraqi Kurdistan, causing extensive damage.
🇮🇷🇮🇱 - Iran launched 9 missiles towards Israel this morning alone, with at least 3 of them being cluster missiles.
🇱🇧🇮🇱 - Over the past 12 hours, Hezbollah launched counterattacks in Khiam and Qantara, in the Nabatieh direction, southeast Lebanon. Hezbollah recaptured northern Khiam, with fighting ongoing for the south of the town. Hezbollah units also re-entered Qantara; frontline sources reported clashes in the center of the town last night.
🇱🇧🇮🇱 - 48 IDF soldiers have been wounded in clashes with Hezbollah over the last 24 hours in southern Lebanon, according to the Israeli Army.
🇱🇧🇮🇱 - "The Israeli army is barely catching its breath in southern Lebanon, and its resources are less than in the previous round of fighting," - Haaretz....
🇺🇸 Blue Owl Capital just disclosed that investors tried to pull 40.7% of one fund and 21.9% of another in a single quarter, and both funds gave the same answer, you can only have 5% back, and everyone else waits in line.
This is a bank run, not a normal withdrawal.
Wall Street spent the last decade selling millions of investors on something called semi-liquid private credit, higher yields, steady income and the promise you could get your money back every quarter if you needed it. What they buried in the fine print was what happens when too many people try to leave at the same time.
Analysts who have covered private credit for decades say nothing on this scale has ever been reported before at any major private credit manager.
These funds do not hold stocks you can sell on a Tuesday afternoon, they hold private loans to mid sized companies that cannot be liquidated quickly without destroying the price for every investor still trapped inside.
This product was originally designed for ...
🇺🇸 President Trump wants to switch to war economy in 2027 with massive increase in military spending and massive cuts to healthcare and other domestic agencies
Once a deficit hawk — he said in 2016 that he thought he could balance the budget in five years — Trump ended his first term with $7.8 trillion in added debt. His 2027 proposal is expected to give an update on 10-year deficit projections currently estimated at around $16 trillion.
The GOP's message for the Midterms will be focused on the "need" for a massive defense build up while the Democrats' message will be focused on affordability.
The fiscal 2027 budget will be the first time Trump puts his second-term governing agenda into one comprehensive document — with the numbers to back it up. The budget he released last year lacked detailed line-by-line spending targets and the economic assumptions necessary to project the long-term cost of his proposals.
Investors in US Treasuries will be looking to see if the debt and ...
