Aloha! NAT GAS MAKES A COMEBACK @ 2.21 ALSO URANIUM AND COAL
Up 14% in a week! Up 17% in a month!
While WTI and Brent are down Nat Gas bounces back. Good for CHK and ET and the pipers as well as XOM and CVX. Rally? Not 100% convinced yet but showing signs.
kaimu
May 8, 2024 2:02 pm
#39886
Aloha! THE GRAND BOSTON TEA PARTY IS IN EFFECT AGAIN BATON ROUGE AND ATLANTA LEAD THE WAY
EVERYONE IS TIRED OF THE DNC CORRUPTION
I say DNC because most US cities have DNC leadership, mostly black, and its failed. That’s not “racism” its reality if you go by performance.
That’s where citizens realize they get no representation from the politicians they elect and no bang for their taxpayer buck! The alternative is you either move or you secede.
I am in Baton Rouge today. The news is nearly half the city is seceding to a new city they call St George. Its been voted and approved by the Supreme Court of Louisiana. Same sort of action in Buckhead Georgia seceding Atlanta. Baton Rouge is a done deal though. The black mayor is upset because there goes half the city tax base. She even calls it racism even though 18% of the seceders are black. Only 13% of the US population are black so 18% is over the national average. Its not racism! In reality its proxy vote that black mayors and DNC cities are a failure.
The real issue is CRIME which is a byproduct of education and the collapse of the nuclear family. See the graph below. After decades of DNC ghettos since LBJ what can anyone expect? Crime and poverty rule blacks and latinos in DNC cities. DNC policies have only gotten worse since they adopted WEF funding.
First off I love Hawaii and I also love California, but I can’t stand the corrupt governments running those states. I lived in Hawaii and still have property there because you can live off the land 365 days a year and in the worse case scenario being in Hawaii is better than being in LA or NYC or Chicago during any sort of major debt or econ crisis. People in big cities will be cut off from food and energy under such circumstances. Being rural is way better and being rural where things grow unabated all year long is 10x better. Making it 100x better is the Hawaii year long perfect weather. No a/c or heater required. There are hot days and cold nights for sure, but they are few and far between
FACTS More Native Hawaiians live outside of Hawaii than in Hawaii Too much taxes drives people out of state Too much taxes and regs drives small businesses out of business or out of state Too high real estate prices drives people out of state Too many environmental laws and land regs causes less housing Too many democrat policies have led to much less jobs Too many are homeless due to democrat dominance
I can attest to build on your own property in a rural area isolated on the Big Island takes one year to get a permit approved for a 800sq ft structure. Once it goes over 550sq ft it gets dumped into some red tape rabbit hole. In Texas it takes less than a month and in some cases less than two weeks. For some strange reason it seems mostly only Japanese Hawaiians can read blueprints and so there is always a shortage of building dept employees and inspectors. Its similar for AG inspectors too. Must be the Japanese lobby in Honolulu.
Hawaii, like California and New York, is one of those one party rule states that has been destroyed by the democrat party, morally and economically. Watch this video and see all the despair and disparity documented.
Only those of us who were in Hawaii before the harshest democrat rule of the past 20 years took over have survived. Those who bought property zoned AG survived better. It was because we bought property early in the 1990s when life there was more affordable. The last Republican governor in Hawaii was 2002 and before that 1959. Only two Republicans and seven democrat governors. Don’t bother counting State Senate and mayors its the same story.
Maybe some day Hawaiian residents will wake up to absolute misery and stop their dedicated democrat voting rituals, like maybe California and New York residents will. I am not betting the farm on that one though. At some point elections may not even matter anyway.
“Over eight months ago, the deadliest fire in modern American history torched the city of Lahaina on the Hawaiian Island of Maui. So, what’s it like now? Join local firefighter Jonny and me as we explore the restricted burn zone to better understand the situation from a local’s perspective”
As I have mentioned Kitco uses VaultChain Gold and Silver.
Putting gold on a blockchain May 1, 2024 ·Alasdair Macleod GoldMoney
In conjunction with the LBMA, the World Gold Council is promoting blockchain technology as a means of identifying and tracking the sourcing of gold, its refining, and subsequent ownership. Is this a good idea?
Two years ago, David Tait, CEO of the World Gold Council announced an initiative to introduce blockchain technology to ensure that gold bars have been responsibly sourced and to establish a chain of custody, digitising the entire supply chain of gold bar production. There is no doubt that between them, the WGC and LBMA have been bringing considerable pressure to bear on refiners, markets, and miners in Switzerland, Japan, North America, Australia, and South Africa — some of which have signed up to the initiative.
At the launch of this “gold bar integrity programme” Sakhilla Mirza, LBMA’s General Council reckoned that the pilot scheme would take about three months (to mid-2022). Yet it was only this March that aXedras, a Swiss-based software business funded by the WGC was appointed the service provider for the gold bar database. The drawn-out timescale is likely evidence of participants dragging their feet.
This initiative is driven by environmental concerns that the mining and processing of gold bars should be ESG compliant. The pilot project run by aXedras involved 8 mines, 9 refiners, 4 logistic companies, and 10 banks & dealers. Now that the company has been appointed to run the Gold Bar Integrity Database, we will probably hear more about this in the coming months.
kaimu
May 4, 2024 8:38 am
#39844
Aloha! COMPANY VS COUNTRY AND RESERVES VS REVENUES WHY XOM AND CVX ARE BETTER
In the grand scheme of things reserves means nothing whether it is mining or oil and gas. If you cannot get those reserves out of the ground and into a refinery and transported to market you have ZERO! Venezuela blew it a long time ago when Chavez kicked out Exxon and Chevron for phoney tax evasion violations and used kangaroo courts to go after all foreign companies. Now production levels have suffered greatly due to the exit of those companies and their engineering talent and capex. Now Venezuela is so bad I can’t even go back to Maracaibo where I used to live and visit. Venezuela had turned into an ally of the CCP and Russia and Iran. Its another Cuba but with oil and gold. What’s worse is the people there who I knew have suffered a great deal.
Yes Venezuela. Tops in the world in oil reserves, but with the current corrupt government those reserves translates to absolute poverty! I lived there and watched Exxon and Chevron build Venezuela from the ground up making it one of the most stable and most wealthy countries in South America. Compared to the backwards country it was in the early 20th century Venezuela, thanks to oil, became a modern prosperous country where most of its citizens during the 1960s and 1970s had a much improved lifestyle. However like a lot of South America the military juntas went communist and the country became a one man ruler so long as that man had the support of the military and so thieves and murderers like Chavez and now Maduro came to power. In the early days and the days now both Exxon and Chevron used no slaves or slave wages to produce their product. Both educated the locals to become skilled workers and both built schools and hospitals and roads and bridges to better the Venezuelan infrastructure and economy. As a result more foreign capital came to Venezuela and more businesses brought more higher paying jobs. Contrast that to Apple where workers get paid slave wages and work ungodly hours in China and India. Apple workers commit suicide and riot for a livable wage. On top of that third and fourth tier inputs use more slave and child labor for mining in order to add to the human and environmental misery iPhones create in Asia and India. How Apple qualifies for any sort of ESG or DEI is beyond me and so it makes those ESG and DEI standards worthless. If you go to Walk Free website you find that the Tech and Apparel industry are the top two slavery violators in the world. Apple has no EPA or unions to contend with in China or India. Not the oil and gas industry. The oil and gas sector has more morals.
Analyze “country reserves” all you want, but oil and gas companies and their reserves matter most not country reserves. Oil and gas company revenues matter even more. Its called ROI. If you look at the top 20 global oil companies you will see half of them are 100% corrupt government owned. Only 10 play by the rules and regulations and produce clean and more environmentally sustainable products. In fact there would be no Apple iPhone or Tesla EV without oil and gas products.
Let me add in here the back door influence of oil and gas on the tech sector too. Oil and gas is not just oil and gas its tech also. It always has been. Back in the 1960s Chevron poured a lot of money into IBM. That partnership with tech has never stopped. Limit and tax and grift oil revenues like the BidenWH does and they limit tech and a long line of other small and large businesses who depend on oil and gas revenues. In reality what isn’t made from oil and gas byproducts and what sector does not prosper from oil and gas revenues?
Last edited 4 days ago by kaimu
kaimu
May 3, 2024 11:36 pm
#39843
Aloha! XOM AND CVX NEW DISCOVERIES GUYANA AND NAMIBIA
Sorting out government corruption. There is a formula.
MORE MONEY=MORE CORRUPTION
You could say that about families and companies and the WEF. It is Human Condition 101!
NAMIBIA STRIKES OIL Oil discoveries in Namibia show significant potential Namibia is a country on the West Coast of Southern Africa, wedged in between Angola and South Africa. It a large country in a geographical sense (slightly smaller than Venezuela and Pakistan), but small in terms of population. Namibia’s population is estimated to be around 2.6 million people, making it the second least densely populated country in the world (after Mongolia). According to the World Bank, Namibia is politically stable, has a professional bureaucracy and good infrastructure. The Namibian economy has traditionally been driven by two main sectors: mining (uranium and diamonds being the most important) and tourism. However, in the not-too-distant future, hydrocarbons (mainly oil, but there is significant potential for gas as well) will also become a major economic driver for Namibia. Oil companies, such as TotalEnergies, Shell, and more recently Portugal’s Galp Energia, have all made major discoveries in deep waters offshore Namibia. Other majors, such as ExxonMobil and Chevron also control acreage in the region. Towards the end of this decade, Namibia will likely become a sizeable oil producer and exporter, providing significant employment opportunities for crude oil tankers.
Some analysts compare the growth potential of Namibia with that of Guyana, one of the non-OPEC growth engines in recent years, currently producing and exporting in excess of 600,000 b/d, mainly to Europe and Asia. The parallels are hard to miss. In both countries, major (Western) oil companies are making significant discoveries in deepwater prospects. The production will likely come from a series of FPSO’s that can transfer their oil directly to Suezmaxes or VLCCs. According to an analysis of Wood Mackenzie, Namibia’s current tax/royalty system is similar to that of Guyana, with the potential for attractive returns even at low oil prices, while the government will take a higher cut in the form of taxes and profit sharing as oil prices increase.
According to the US Geological Survey (USGS) the continents we now know as Africa, South America, North America, and Europe were all contiguous from about 300-200 million years ago (late Paleozoic Era until the very late Triassic). The South Atlantic Ocean opened about 140 million years ago as Africa separated from South America. About 70% of the world’s oil was formed during the Mesozoic era, which happened between 252 and 66 million years ago, the East Coast of South America (including Brazil and Guyana) and the West Coast of Africa (such as Nigeria, Angola and Namibia) have a similar geology and it is no surprise that significant oil deposits have been found in both areas.
It seems to be that in terms of exploration, the oil companies have only scratched the surface of the hydrocarbon potential in the country. Based on current discoveries alone, Namibia could produce 500,000 b/d within a decade and more than 1 Mb/d on a longer-term basis. Not much has been disclosed yet about the quality of the oil offshore Namibia, but based on nearby deposits in West Africa and similar geologies in Brazil and Guyana, the expectation is that the crude will be more likely sweet (<0.6% sulphur) rather than sour.
kaimu
May 3, 2024 8:13 pm
#39842
Aloha! JUST WOW
Covid19 was the biggest failure of government and big pharma ever! Its not even a real vaccine. The human rights violation done by the BidenWH DNC mandate was off the charts corrupt, but it made its biggest donors at big pharma rich! Immunity? Really?
People who received more than one dose of a COVID-19 vaccine were more likely to contract COVID-19, according to a new study.
An analysis of data from Cleveland Clinic employees found that people who received two or more doses were at higher risk of COVID-19, Dr. Nabin Shrestha and his co-authors reported.
The risk of contracting COVID-19 was 1.5 times higher for those who received two doses, 1.95 times higher for those who received three doses, and 2.5 times higher for those who received more than three doses, the researchers found. The higher risk was compared to people who received zero or one dose of a vaccine.
“The exact reason for this finding is not clear. It is possible that this may be related to the fact that vaccine-induced immunity is weaker and less durable than natural immunity. So, although somewhat protective in the short term, vaccination may increase risk of future infection,” the researchers said in the paper, which was released as a preprint. Dr. Robert Malone, a vaccine researcher who was not involved in the paper, told The Epoch Times that the paper served as “another acknowledgment that the products are not effective or are at very low effectiveness and are contributing to negative effectiveness [down the line].”
Aloha! IPERIONX(IPX:ASX) TO PRODUCE DEFENSE US ARMY FASTNERS IPX +3%
Titanium nuts and bolts! Bread and butter defense stuff. Every branch of the US military needs these high strength, high performance custom components.
IPERIONX AND VEGAS FASTENER TO COPRODUCE TITANIUM FASTENERS FOR U.S. ARMY IperionX Limited (NASDAQ: IPX, ASX: IPX) and Vegas Fastener Manufacturing, LLC (Vegas Fastener) have agreed to partner to develop and manufacture titanium alloy fasteners and precision components with IperionX’s advanced titanium products.
Vegas Fastener, headquartered in Las Vegas, Nevada, is a global leader in the development and manufacturing of high-performance fasteners and custom machined components. Together with its allied company, PowerGen Components, Vegas Fastener serves a diverse array of customers in the defense, marine, power generation, oil & gas, nuclear, chemical, and water infrastructure sectors. Vegas Fastener develops and manufactures precision high-performance fasteners using specialized alloys to meet demanding quality specifications.
IperionX and Vegas Fastener’s commercial focus is on developing and manufacturing titanium alloy fasteners and precision components for the U.S. Army Ground Vehicle Systems Center (GVSC), which is the United States Armed Forces’ research and development facility for advanced technology in ground systems. GSVC’s research and development includes robotics, autonomy, survivability, power, mobility, intelligent systems, maneuver support and sustainment.
Additionally, the partners will design, engineer and produce titanium fasteners for critical sectors such as the aerospace, naval, oil & gas, power generation, pulp & paper and chemical sectors. These sectors demand fasteners that provide not only high strength-to-weight ratios but also exceptional corrosion resistance for high-performance applications.
The global market for industrial fasteners, valued at ~US$95 billion in 2023, is projected to grow at nearly 5% annually from 2024 to 20301 . The U.S. is one of the largest fastener markets worldwide, with growth underpinned by strong demand for automation, aerospace, and other advanced industrial applications. Growing demand for lightweight vehicles and aircraft is leading to a shift to custom high-performance, light-weight fastener products.
Long term holding of KAIMU ASX RISK portfolio.
kaimu
May 1, 2024 2:33 pm
#39815
Aloha! GREEN WELFARE = STUDENT DEBT FORGIVENESS = HIGH INFLATION
Why are F150 drivers and plumbers having to pay for upper class cars and degrees? When a minority of businesses and citizens benefits from major infrastructure expenditures its highly inflationary. Fixing or building a bridge has near zero inflationary value. Installing 2,000 EV charge stations across the country where each station has 3-5 cars charging out of 20 chargers is highly inflationary and disruptive to infrastructure. Insuring those EVs is even more disproportionately costly to all those who pay car insurance. The wear to roads by 2ton EVs is more costly to all drivers and US road infrastructure. Between EVs charging and AI server capacities the US grid is inadequate for future expansion.
A vast minority will never ride in much less own an EV in 2024 or 2025 or 2026! Musk understands government freebies and the climate change con job is a government funded market niche. He is riding that niche market but now he’s slowing down the capex part, the skin part for EV chargers. Notice how every business Elon engages in there is some sort of government freebie and favorable regs. From SpaceX to EVs to solar. TSLA is on taxpayer welfare.
DETROIT (Reuters) -Elon Musk’s abrupt decision to lay off employees who ran Tesla’s electric vehicle charging business blindsided automakers gearing up to equip new EVs for customers to use the Tesla Supercharger network, industry officials and analysts said on Tuesday.
Musk subsequently said on X that the carmaker still plans to expand the Supercharger network, “just at a slower pace for new locations and more focus on 100% uptime and expansion of existing locations.”
Andres Pinter, co-CEO of Bullet EV Charging Solutions, a supplier to the network, said, “As contractors for the Supercharger network, my team woke up to a sharp kick in the pants this morning.”
“Tesla has already been awarded money under the federal government’s NEVI program,” he said, referring to the National Electric Vehicle Infrastructure formula program to provide funding to states to deploy EV charging networks. “There’s no way Mr. Musk would walk away from effectively free money. It may be possible Mr. Musk will reconstitute the EV charger team in bigger, badder, more Muskian way.”
Go to any apartment complex or condo complex in any major blue city like LA or NYC or Chicago or Detroit. Then count how many car driver occupants there are by counting all the parked cars there at 2am. Now contemplate the infrastructure needed to charge every one of those cars and you quickly see going all EV is impossible. Its fraud.
Here is a photo of Brickell district of Miami FL where I just visited two weeks ago. If every unit has an EV how do you charge them all at once or not at once? There isn’t enough room to charge one of those high rise buildings. Brickell is just a small part of Miami. You got Coconut Grove and Biscayne and its never ending high rises all the way to North Palm Beach. Look at Manhattan in NYC. Anywhere there are high rises and that is every major US city. No space and no grid = no EV
Last edited 7 days ago by kaimu
kaimu
May 1, 2024 12:48 pm
#39812
Aloha! MORE DOWN FOR BTC AND THE LOT
BTC -4.5% ETH -3.0% SOL -2.3%
Binance … Tether is that you??? Mt Gox where are you?
What happens to the hype when the BTC price goes back to 2018 levels? What would the world look like then? Gold at $5000? Silver at $60? WTI at $120? USD at 70? US Debt $40tril?
Whatever way you go the US Debt is never going down no matter what political party rules. Its beyond the point of no return due to debt service. The IRS was jacked up for a reason but like the BidenWH selling off half the US Strategic Oil Reserves to win an election there is no amount of increased IRS employees or more taxes that will ever solve the US Debt? There is no future for GenZ or younger generations until the two party politics ends and 70% of the US government employees are fired and half the US government agencies are terminated. About 50,000 pages of the Federal Registry need to be deleted. In other words the size and dominance of the US government has to go back to pre-1930s levels. The working class has to unite against the elites in Davos. Like its 1840 in the UK and its the New Chartists with iPhones. The has to be unity against big government globally. The pendulum must swing miles back to reset. That is the BIG RESET we need now not the WEF version of more government and more marxism.
Last edited 7 days ago by kaimu
kaimu
April 30, 2024 2:22 pm
#39805
Aloha! BIG HUGE DOWN DAY FOR BTC
BTC -5% ETH -7%
I guess the halving worked, but instead the BTC halving is turning out to be the “halving of the price”! I had no faith in the halving hype! Still don’t!
kaimu
April 29, 2024 5:02 pm
#39792
Aloha! CVX AND XOM HIT WITH LOW NAT GAS PRICES FOR Q1 2024 DIVIDENDS COUNT
1D CVX +0.7% @ $167 XOM +1.6% @ $120
TD COWEN analyst keeps hold on CVX and raises 1Y target to $160 from $155. I take that as $160 is the floor! Take it anyway you want, but where was this guy in April 2020?
In 2023 nat gas hit a high of $3.80 and ever since 2024 its struggled to get back to $2 so when revenues of oil & gas majors are depending on nat gas prices then expect lower earnings for Q1. Thats was the common denominator with both XOM and CVX.
ITS THE BATTLE OF FLARING VS RECAPTURE
CVX MISSES Chevron , which belongs to the Zacks Oil and Gas – Integrated – International industry, posted revenues of $48.72 billion for the quarter ended March 2024, missing the Zacks Consensus Estimate by 2.45%. This compares to year-ago revenues of $50.79 billion. The company has topped consensus revenue estimates just once over the last four quarters.
These companies are so big and multi-national they have to manage not only the country risk of the current US government but also the changing politics and warfare on all the major fronts from Asia to the middle East to South America.
XOM MISSES Total quarterly revenues of $83,083 million missed the Zacks Consensus Estimate of $86,599 million. The top line also deteriorated from the year-ago quarter’s figure of $86,564 million.
The XOM CEO said fossil fuels are not in decline. He sites three reasons. Global embedded demand Economic growth Population increases
Nat gas is a byproduct of oil production and so it adds to the gas production of companies like Chesapeake. In the old days the extra gas was flared, but BidenWH EPA/WEF regs make recapture the new political gist. Its overwhelming current pipeline structure and now new pipelines are being built for “carbon recapture”. Add in the BidenWH cut in exports to the EU and we have a supply log jam!
It makes sense for the DNC BidenWH to not help out the EU with its energy shortages due to the BidenWH proxy war with Russia that disrupted the EU energy supply. Recall the BidenWH DNC policy was to punish Russia with punitive restrictions. This new BidenDNC forever war will have forever consequences the least of which is higher energy costs for the USA and the West as well as crippling debt burdens for the GenZ and Millennials. Hundred of billions being diverted to Ukraine in the name of the BidenWH and DNC saving face while roads and bridges and US electric grid infrastructure suffers from lack of funding. There is no such as thing as having your cake and eating it to in war. Despite the constant money printing funds are still limited. There is no blank check to save the day!
Biden just eased sanctions on at least 10 Russian banks, including the Russian Central Bank on anything related to energy
kaimu
April 26, 2024 2:52 pm
#39758
Aloha! WHAT DO THE CHINESE KNOW THAT AMERICANS DON’T? IMPORTS FROM HONG KONG UP 40%
After Evergrande’s huge failure real estate is off the list of Chinese investing. How long before real estate is off the list for Americans and Canadians? Add in all the CCP created crisis and warmongering what then is left to buy that won’t go to hell in a political handbasket? Should Americans be as concerned about their own CCP white house? At $35tril and rising faster than ever? Do I need to ask?
After watching the CCP close down the internet and electricity during their covid crisis many Chinese are looking at BTC as a government controlled asset like real estate was. No real estate and no BTC. What’s left for the average Chinese citizen then?
What asset has been around for 5,000 years?
CHINA BUYS GOLD BIGLY
The China Gold Association (CGA) announced on Friday that the country’s gold consumption was 5.94% higher in the first quarter of 2024 than during the same period in 2023, which they attributed to surging demand among the citizenry for safe haven assets.
Chinese buyers bought 308.91 metric tons of the precious metal in the first three months of the year. The CGA said gold bars and coins represented 34% of the total, as they saw an increase of 26.77% percent to 106.32 tons in Q1.
But while sky-high gold prices made the yellow metal more attractive to Chinese investors, they also made it too expensive for many regular shoppers. Purchases of gold jewelry fell 3% during the quarter to 183.92 tons, or 59.5% of total consumption. The CGA said rising gold prices increased operational risks for precious metal processing and sales companies.
China’s domestic gold production also rose 1.16% to 85.96 tons in Q1, while gold production from imported raw materials rose 78% to 53.23 tons, bringing total gold production in the country to 139.18 tons, 21.16% higher than the first quarter of last year.
Buying gold instead of US bonds and tech in 1999 paid off at a rate of 9.4%cagr.
kaimu
April 25, 2024 12:07 pm
#39743
Aloha! APPLE BUSTED AGAIN FOR USING SLAVE LABOR CONFLICT MINERALS IPERIONX(IPX:ASX NASDAQ) CAN BE THE SOLUTION
Apple CEO Tim Cook acts surprised after decades of knowingly using cheap slave labor and mining for its products sourced in all Third World countries. Apple could use the mining and processing in the Americas instead, but insists doing business with communist oppressive countries in the name of CEO bonuses. The ESG and DEI hypocrisy pushed by the WEF and DNC in the name of green and climate change is off the charts.
In short as I have reported here before many times NOTHING IS VERIFIED! Third tier fourth tier it does not matter. The, “Apple does not buy directly …” does not exempt Apple either. Point of fact is APPLE BUYS and Apple buys the cheapest! Would Tim Cook work 100 hours a week for $7 a month pay? That’s what Apple pays iPhone engineers in India. It was so bad the India workers revolted and rioted and burned down the Apple Wistron factory. Who here would work for $7 a month?
My question is … what is the difference between Apple and the East India company of 1600? Not much!
In September 2023, Congo President Felix Tshisekedi met with international law firm Amsterdam & Partners LLP to investigate the supply chain of tin, tungsten and tantalum – known as 3T minerals – due to concerns about illegal exports, the law firm said.
It said it had notified Apple CEO Tim Cook on Monday of a series of questions based on fears about its supply chain and also wrote to Apple subsidiaries in France, demanding answers within three weeks.
“Although Apple has affirmed that it verifies the origins of minerals it uses to manufacture its products, those claims do not appear to be based on concrete, verifiable evidence,” Amsterdam said in a statement on Thursday.
“The world’s eyes are wide shut: Rwanda’s production of key 3T minerals is near zero, and yet big tech companies say their minerals are sourced in Rwanda,” it said. Apple did not immediately reply to an emailed request for comment. The company, which does not directly purchase, procure or source primary minerals, has been openly auditing its suppliers for several years and publishing its findings.
Connect the dots! Who are the #1 DNC donors and top WEF members? Tech is. For 2020 and 2022 one of the top DNC donors was Bankman at FTX. Where was the DNC refund of FTX funds with interest?
WEF=DNC
Last edited 13 days ago by kaimu
kaimu
April 25, 2024 5:38 am
#39741
Aloha! NOBODY CARES ABOUT CLIMATE REFLECTS ON SOLAR AND WIND NO ROCKET SCIENCE REQUIRED
Go on a road trip anywhere in the USA and eventually you will run across a solar farm and wind turbines. They exist due to government incentives coming from government decree based on Davos science..
The misallocation and malinvestment of funds and resources by the current Congress and BidenWH is working to destroy the future of the US law abiding citizens who are part of the US Middle Class and the Working Poor. Its no secret life is far worse now than four years ago. The world is now at war on multiple fronts and that alone is highly inflationary. None of these war fronts now existed four years ago. We had inflation below 2% and gasoline prices on average below $2.50. Russia and Iran suffered from 2017 to 2020 because oil prices were low. Russia and Iran could not afford warfare then.
I site the Solar and Wind Index here a number of times and compare them with the EU Carbon Permit index. It used to be that the EU Carbon Index was up while Solar and Wind were lower or negative because those regulated against using green regs would rather buy carbon offsets and permits than buy solar and wind devices. Now all of the “green” indexes are negative. Nobody who votes cares about climate change. Only politicians who rule by market decree bought and paid by WEF member green billionaires care about the solar and wind devices but now that’s on the down trend. See graph below.
SOLAR INDEX The Solar Energy Index tracks the performance of publicly traded companies in the solar energy sector as well as those businesses that do not produce energy but make most of their revenues by providing goods and services to the solar energy industry.
INDEXES THAT MAKE A DIFFERENCE YOY CRB +15% NUCLEAR +51% SOLAR -44% WIND -15% EU CARBON -27%
The BidenWH wants to say inflation is now under control during an election year yet the CRB and your eyes and wallets say the opposite. The US Fed funds rate did not go up in 2021 because inflation was tame under the US Fed 2% limit like it was under the Trump years. Inflation is not temporary like we were told by the US Fed and the BidenWH and Pelosi said back in 2021. Inflation is rising due to DNC energy policies and their non-stop multi decade tax, spend and debt rules. Green energy is causing electric bills and all other related cost inputs to rise. Don’t get caught living off Social Security and Medicare because you will not survive. You could survive if the US government paid your 2024 social security benefits in 1970 and 1980 dollars, the same dollars they were deducted from your pay check. That’s the fraud. Its a fraud that is multi-generational. Its a fraud that is not sustainable and your votes do not matter.
Defend your money and buy money insurance. You insure your home and car why not your money? At the very least your strategy should beat the CRB. Don’t wait for the US government and the DNC and RNC or the US FED or the WEF to rescue your monetary future unless you like eating cat food. More government has never been the solution.
YOY CRB +15% GOLD +16.3% SILVER +9%
BTC +125% SOLANA +590%
G:TSX +77% WA1:ASX +920%
Seek your own risk advice and investment counsel.
kaimu
April 24, 2024 11:18 pm
#39738
Aloha! WHO KNEW THE DNC WANTED TRUMP KILLED STOCKS PLUNGED 3% FOR JFK
Instead of reading it here now you can see it on tv! Whatever it takes to protect the DNC version of “democracy”!
Retired Harvard Law professor Alan Dershowitz suggested that Democrat officials want former President Donald Trump to get killed by taking away his Secret Service protection.
Rep. Bennie Thompson (D-Miss.) introduced legislation last week that would remove Secret Service protection for people who are convicted of felony or state crimes. The lawmaker mentioned that a “former president” could be an individual whose protection would be terminated if he’s found guilty in four cases.
But Mr. Dershowitz, a former constitutional law professor and criminal defense lawyer, asserted in an interview with Newsmax over the weekend that Mr. Thompson’s legislation is “ridiculous” and “means they want him killed because he’s obviously a target.”
We live in an age where everybody is in danger. Look, Bobby Kennedy ought to be getting Secret Service protection, but certainly Donald Trump needs to get Secret Service protection. He’s not going to jail, but if he goes to jail obviously the law requires Secret Service protection,” Mr. Dershowitz said, referring to independent candidate Robert F. Kennedy Jr. It comes as President Trump faces a criminal trial in which prosecutors allege that he falsified business records during the 2016 campaign to cover up negative news stories. The trial is scheduled to last around six to eight weeks in total, while opening arguments started Monday.
Judge Juan Merchan, who is overseeing the case, “is going to bluff, fine and threat, but he’s not going to throw Donald Trump in jail,” Mr. Dershowitz said. “That would be a guaranteed victory … I don’t think it’s going to happen.”
DNC=WEF
Look at JFK …
When news of the assassination spread on television and radio and shock and grief took hold, stock prices took a sharp dive. On the day JFK was shot and killed in Dallas by Lee Harvey Oswald, the benchmark Standard & Poor’s 500 plunged 2.8%. A shocked Wall Street shut down the New York Stock Exchange at 2:07 p.m. EST. Friday marks the 50th anniversary of Kennedy’s death.
“It was a shock to the market,” says Sam Stovall, chief equity strategist at S&P Capital IQ. “There was chaos and total uncertainty, from a political perspective.”
Last edited 13 days ago by kaimu
kaimu
April 24, 2024 1:07 pm
#39726
Aloha! CAN WE FILE CLASS ACTION LAWSUITS NOW?
The list is long. Starting with Fauci, Bill Gates and the CCP and the WHO and CDC as well as Pelosi who called the Trump ban on travel from China “racist”. What other billionaires and CCP officials broke the law and went around rules and regs to continue the Wuhan experiment? See the last part below that mentions the “vaccine made spike”. Uh oh! Its those damn vaccine deniers fault again. Lock us all up for refusing to believe in the BidenWH science and their Big Pharma donors. We must be the same ones who deny “climate change” science too! I think we’re also the same ones who do not believe a Davos based billionaire cartel should control our government policies. Who are the true criminals?
Read on and see …
CANCER AND COVID Spike protein from SARS-CoV-2, the virus that causes COVID-19, potentially promotes cancer by interfering with anti-cancer activities, according to a recent preprint cell study from Brown University.
The preprint authors, led by Dr. Wafik El-Deiry, director of the Cancer Center at Brown University, exposed cancer cells to spike protein subunits. They found that the spike subunits may promote cancer survival and growth by blocking a cancer suppressor gene known as p53.
The gene—the most commonly affected by cancer—stops cancer cell growth and encourages DNA repair.
“Interfering with p53 can promote cancer development as well as aid cancer growth,” Dr. El-Deiry told The Epoch Times.
When exposed to chemotherapy, cancer cells containing spike protein subunits had a better chance of survival.
“We saw enhanced cancer cell viability in the presence of SARS-CoV-2 spike S2 subunit after treatment with several chemotherapy agents,” said Dr. El-Deiry.
Here comes the bad part for Pfizer and MRNA and Gates and the WEF and the Biden jab mandate. Who could have seen that coming?
CANCER AND THE JAB “Our goal was to study spike protein regardless of its origin,” Dr. El-Deiry told The Epoch Times. “We focused on spike that may come from infection or any other way it can be expressed in human cells … this would also apply to vaccine-made spike.”
SOURCE Epoch Times COVID Spike Proteins Help Cancer Cells Survive, Resist Chemotherapy: Brown University Preprint Paper
kaimu
April 24, 2024 12:33 pm
#39725
Aloha! WEF APPROVES OF BISHOP EMMANUEL MURDER ATTEMPT IN AUSTRALIA WHO IS THE WEF APPROVED HEAD OF AUSTRALIAN INTERNET POLICE?
The WEF is clearly an Orwellian cartel. Its members are heavily involved in the destruction of the Western middle class, small business, free speech, the manipulation of capital markets and capital flows as well as taxpayer funds. This is about as fraudulent as it gets.
BANKS ARE PROTECTED CHRISTIANS ARE NOT Yet we saw what the Obama regime did about these gross illegalities in 2009 during the bank crisis. The US banks were declared TOO BIG TO FAIL and TOO BIG TO PROSECUTE by Obama and Eric Holder the US Attorney General and then US Treasury Sec Tim Geitner, but look how this economic atrocity was covered up. All members of the WEF and the US Fed member banks. See any conflicts of interest yet?
.Geithner, Paulson, and Bernanke later argued that Lehman’s financial situation was too dire for the government to have legally rescued it. A team from Goldman Sachs and Credit Suisse had estimated prior to Lehman’s bankruptcy filing that Lehman’s liabilities exceeded its assets by tens of billions of dollars (i.e., a negative net worth).
Lol … but $700bil later when the entire banking system was collapsing suddenly a few billion is chump change for Lehman Bros! Obama approved the “rescue” after Paulson threatened the US Congress behind closed doors. Where is that transcript? We have no government by and for the People instead we have a government by and for the WEF elite members. Europe starts world wars. That is what they do. They’re good at it as history will confirm. Now look!
We have learned the government always censors behavior the WEF does not approve of. The WEF protects mass illegal border crossings from the EU to the USA. The WEF has an agenda to become the main benefactor of Western assets and wealth.
ITS ROME AGAIN AND CEASAR SAYS KILL THE CHRISTIANS If an Orthodox Christian bishop is attacked in public on video by a practitioner of Islam it must be censored by main stream media. In Australia the attack was on video on the internet on X. If X was still Twitter the video would not be on display. The WEF approved of the Australian eSafety Commissioner attempt to censor the incident.
The Australian PM is firmly in the WEF influence.
Australia is livid that Elon Musk will not remove the video. “We know, I think overwhelmingly, Australians want misinformation and disinformation to stop. This isn’t about freedom of expression,” said Prime Minister Anthony Albanese.
“This is about the dangerous implications that can occur when things that are simply not true, that everyone knows is not true, are replicated and weaponized in order to cause division and in this case to promote negative statements and potentially to just inflame what was a very difficult situation.”
What disinformation? It is a real video of an attack that occurred as a direct result of hatred against Christians.
“I’d like to take a moment to thank the PM for informing the public that this platform is the only truthful one,” Musk responded, adding, it is “absurd for any one country to attempt to censor the entire world.”
The World Economic Forum has praised Australia for their extreme censorship efforts, deeming the eSafety Commissioner Grant “the world’s most influential leaders revolutionizing government.”
WEF=DNC
kaimu
April 23, 2024 12:34 pm
#39718
Aloha! WA1 RESOURCES (WA1:ASX) UP ANOTHER 6.6% CLOSES AT ALL TIME HIGH AGAIN $18.12 $1.1BIL MARKET CAP 1 YEAR GAIN 935%
Seems like almost every week is an all time high!
Top performer on ASX and only available on the ASX. The main reason KAIMU trades the ASX is because of the rich resources in the State of Western Australia. That one state is like Canada and Nevada combined. I used to live in Perth. I have ties to mining and the Perth Mint.
Last edited 15 days ago by kaimu
kaimu
April 23, 2024 12:24 pm
#39717
Aloha! BUYING THE DIPS
GOLD DOWN SILVER DOWN
Buying gold and silver and the associated producers and explorers.
Money insurance and energy are the two biggest sectors to own at KAIMU! Putting debt money to work!
Do your own trade and investing management.
kaimu
April 23, 2024 11:55 am
#39716
Aloha! WHEN YOU ABANDON SCIENCE AND FREE MARKETS FOR POLITICAL DECREE
To decree emergencies and create a global crisis is expensive and time consuming.
First you have to buy off most of the media … CHECK!
Then the education system … CHECK!
Then own most of the free market using pension funds and implementing ESG … CHECK!
Then destroy cheap energy by using a false crisis of climate … CHECK!
Then own as many political parties as possible to build back better … CHECK!
Then own the printing presses and central banks … CHECK!
After that the dismantling of forward societal progress begins the elite vision of total oligarch marxist government dependence. Only the very wealthy billionaire class could afford to own the media and the science and direct market forces. In the James Bond movies from the 70s that group was called SPECTRE. Now its just known as the WEF.
Western debt is overwhelming the system … CHECK!
All major world wars in the modern era have been funded and started in Europe.
OWN GOLD AND DEFUND DAVOS!
Last edited 15 days ago by kaimu
kaimu
April 23, 2024 1:47 am
#39714
Aloha! MISALLOCATION AT ITS FINEST
Nobody wastes limited resources and capital more than those who push climate change and ESG and DEI. We now have the biggest fraud and transfer of wealth and power since covid19 vaccine mandates.
kaimu
April 22, 2024 4:58 am
#39707
Aloha! NIOBIUM WINS Nb WA1(ASX) +3.5% RECORD HIGH $17.68A UP 910% IN 1Y
Up and up! I would not have guessed that a small cap NIOBIUM deposit in lonely Western Australia would make the SUPER HYPE BTC look like a loser in 2024. BTC is only up 140%.
In 2022 KAIMU RISK PORTFOLIO bought into WA1 for $0.57A. Its been non-stop UP ever since.
The assays are never ending from their two super hits P2 and LUNI. The assay labs in Perth can’t keep up. The key is high grades at super shallow depths with very economic metallurgy surpassing the top global niobium mines in Brazil. Double the grades!
Last edited 16 days ago by kaimu
kaimu
April 21, 2024 12:41 pm
#39698
Aloha! YET ANOTHER $95BIL FOR BIDENWH DNC GLOBAL WARFARE WHY ARE WE FIGHTING RUSSIA AND CHINA AND IRAN NOW?
The implications for this misallocation of $95bil are less funds for US citizens and US infrastructure and more US Debt burden to repay. That translates to more economic misery for those who have children and those who are now GenZ.
Nothing about WAR is good. Millions are dying and even more millions are refugees and even more trillions in property damage and destruction. Someone show me where a US citizen or a Ukraine citizen or a Russian citizen or a Chinese citizen benefits from war. Please? Anyone?
You can tell its global warfare because the bill the House passed is for “war money” for UKRAINE and ISRAEL and TAIWAN, three of the BidenWH DNC war zones that (D)s voted overwhelmingly for when they voted for “change” in 2020. The House and Senate in the years 2017 to 2020 never had to send taxpayer funds, which is “debt” your kids will have to pay, to Ukraine or Israel or Taiwan for upcoming or current warfare in progress. Why is that? Why is one President currently causing so much death, destruction and misery worldwide and the other created Peace even in the Middle East. What did the US voters get wrong? I say “wrong” because I am sure no US voters voted for global warfare. Why did anyone vote for Biden and the DNC? Or did they vote “not Trump”? If so why? I can say my companies and my life was better in the years 2017 to 2020. US Fed rates were manageable and still low at 2% which meant inflation was lower below 2%. Housing and food was much less costly back then and in my area gasoline was $1.75 a gallon. Now its $3.25. Now the rich are getting much richer and the working poor are getting much more poor faster. Was it all the pandemic? More people are dying now after the pandemic. More keep dying from vaccine side effects and the excess deaths. US Small Business was better off with the pandemic than the DNC BidenWH now. How does that make sense?
More deaths and more US Middle Class destruction are goals of the WEF plan for their climate change Net Zero goals. I have no interest in helping the WEF make life for the law abiding taxpaying US citizen harder. I have no interest in promoting the WEF goals of ESG and DEI nor their goals to empower “stakeholders” over “shareholders”!
WEF=DNC
Last edited 17 days ago by kaimu
kaimu
April 19, 2024 12:03 pm
#39684
Aloha! WHAT WOULD FLAGLER AND ROCKEFELLER DO TODAY? INNOVATORS AND THE WEF OF THE 19TH CENTURY
When you come to Palm Beach the name Flagler is everywhere. Like a bus full of elementary school kids we went to the Flagler Museum yesterday to tour his “castle” at White Hall. Both Flagler and Rockefeller founded Standard Oil, but unless you are in Palm Beach chances are you never heard the name Flagler.
For some reason billionaires, past and present, feel it is their duty to make sure the rest of us feel their pain. Is it too much money and boredom or just plain old ego and legacy? Probably all of the above.
What Mr Flagler thought was noble was to lift the living conditions of the average man. That’s actually in the audio portion of the museum tour. He wanted to create a US Middle Class. Now the modern billionaires want to destroy it if you go by their actions. To preserve the Planet they figure we must destroy the Planet by exporting pain and misery to Asia to create the green products that will erroneously “save” us under anti-market political dictate. Everything is polluted in China and people work like 100 hour week slaves for the Mag 7 tech titans now. Exporting the labor of production to Asia causes the Western economies and their middle classes to collapse. What would Flagler have done different? What Cook, CEO of Apple, has in common with Flagler is they both sought cheap labor. By inflationary standards of the USD Cook pays less wages than Flagler and has millions more actual slaves without any sort of union benefits or healthcare obligations. Certainly like Flagler Cook has no EPA restrictions either in China. The Apple CEO though has no regard for the US Middle Class or he would have innovated production in the same country where his product is consumed. Globalism is not new.
You can sum up all these billionaires and the dictators of the past and present from Caesar to Biden and Flagler to Cook …
ITS THE HUMAN CONDITION STUPID!
This is why America’s Founding Fathers were so unique because they wanted to lessen the power of these billionaires and dictators on We The People with less government not more.
Building on the past works. Tearing down the past does not work!
Flagler did great things. Build on that great past don’t tear it down.
Aloha!
NAT GAS MAKES A COMEBACK @ 2.21
ALSO URANIUM AND COAL
Up 14% in a week! Up 17% in a month!
While WTI and Brent are down Nat Gas bounces back. Good for CHK and ET and the pipers as well as XOM and CVX. Rally? Not 100% convinced yet but showing signs.
Aloha!
THE GRAND BOSTON TEA PARTY IS IN EFFECT AGAIN
BATON ROUGE AND ATLANTA LEAD THE WAY
EVERYONE IS TIRED OF THE DNC CORRUPTION
I say DNC because most US cities have DNC leadership, mostly black, and its failed. That’s not “racism” its reality if you go by performance.
That’s where citizens realize they get no representation from the politicians they elect and no bang for their taxpayer buck! The alternative is you either move or you secede.
I am in Baton Rouge today. The news is nearly half the city is seceding to a new city they call St George. Its been voted and approved by the Supreme Court of Louisiana. Same sort of action in Buckhead Georgia seceding Atlanta. Baton Rouge is a done deal though. The black mayor is upset because there goes half the city tax base. She even calls it racism even though 18% of the seceders are black. Only 13% of the US population are black so 18% is over the national average. Its not racism! In reality its proxy vote that black mayors and DNC cities are a failure.
The real issue is CRIME which is a byproduct of education and the collapse of the nuclear family. See the graph below. After decades of DNC ghettos since LBJ what can anyone expect? Crime and poverty rule blacks and latinos in DNC cities. DNC policies have only gotten worse since they adopted WEF funding.
LINK: https://nypost.com/2024/04/29/us-news/wealthy-white-louisiana-residents-split-from-baton-rouge-to-form-their-own-city/
Aloha!
HAWAII UPDATE
First off I love Hawaii and I also love California, but I can’t stand the corrupt governments running those states. I lived in Hawaii and still have property there because you can live off the land 365 days a year and in the worse case scenario being in Hawaii is better than being in LA or NYC or Chicago during any sort of major debt or econ crisis. People in big cities will be cut off from food and energy under such circumstances. Being rural is way better and being rural where things grow unabated all year long is 10x better. Making it 100x better is the Hawaii year long perfect weather. No a/c or heater required. There are hot days and cold nights for sure, but they are few and far between
FACTS
More Native Hawaiians live outside of Hawaii than in Hawaii
Too much taxes drives people out of state
Too much taxes and regs drives small businesses out of business or out of state
Too high real estate prices drives people out of state
Too many environmental laws and land regs causes less housing
Too many democrat policies have led to much less jobs
Too many are homeless due to democrat dominance
I can attest to build on your own property in a rural area isolated on the Big Island takes one year to get a permit approved for a 800sq ft structure. Once it goes over 550sq ft it gets dumped into some red tape rabbit hole. In Texas it takes less than a month and in some cases less than two weeks. For some strange reason it seems mostly only Japanese Hawaiians can read blueprints and so there is always a shortage of building dept employees and inspectors. Its similar for AG inspectors too. Must be the Japanese lobby in Honolulu.
Hawaii, like California and New York, is one of those one party rule states that has been destroyed by the democrat party, morally and economically. Watch this video and see all the despair and disparity documented.
HAWAII ECON VID: https://www.youtube.com/watch?v=4UuIsczC4s8
Only those of us who were in Hawaii before the harshest democrat rule of the past 20 years took over have survived. Those who bought property zoned AG survived better. It was because we bought property early in the 1990s when life there was more affordable. The last Republican governor in Hawaii was 2002 and before that 1959. Only two Republicans and seven democrat governors. Don’t bother counting State Senate and mayors its the same story.
Maybe some day Hawaiian residents will wake up to absolute misery and stop their dedicated democrat voting rituals, like maybe California and New York residents will. I am not betting the farm on that one though. At some point elections may not even matter anyway.
“Over eight months ago, the deadliest fire in modern American history torched the city of Lahaina on the Hawaiian Island of Maui. So, what’s it like now? Join local firefighter Jonny and me as we explore the restricted burn zone to better understand the situation from a local’s perspective”
https://www.youtube.com/watch?v=nm1cfHqnMt4
Its a joke just like the leadership was a joke before the fire!
Aloha!
VAULTCHAIN IS GOLD ON BLOCKCHAIN
As I have mentioned Kitco uses VaultChain Gold and Silver.
Putting gold on a blockchain
May 1, 2024
·Alasdair Macleod GoldMoney
In conjunction with the LBMA, the World Gold Council is promoting blockchain technology as a means of identifying and tracking the sourcing of gold, its refining, and subsequent ownership. Is this a good idea?
Two years ago, David Tait, CEO of the World Gold Council announced an initiative to introduce blockchain technology to ensure that gold bars have been responsibly sourced and to establish a chain of custody, digitising the entire supply chain of gold bar production. There is no doubt that between them, the WGC and LBMA have been bringing considerable pressure to bear on refiners, markets, and miners in Switzerland, Japan, North America, Australia, and South Africa — some of which have signed up to the initiative.
At the launch of this “gold bar integrity programme” Sakhilla Mirza, LBMA’s General Council reckoned that the pilot scheme would take about three months (to mid-2022). Yet it was only this March that aXedras, a Swiss-based software business funded by the WGC was appointed the service provider for the gold bar database. The drawn-out timescale is likely evidence of participants dragging their feet.
This initiative is driven by environmental concerns that the mining and processing of gold bars should be ESG compliant. The pilot project run by aXedras involved 8 mines, 9 refiners, 4 logistic companies, and 10 banks & dealers. Now that the company has been appointed to run the Gold Bar Integrity Database, we will probably hear more about this in the coming months.
Aloha!
COMPANY VS COUNTRY AND RESERVES VS REVENUES
WHY XOM AND CVX ARE BETTER
In the grand scheme of things reserves means nothing whether it is mining or oil and gas. If you cannot get those reserves out of the ground and into a refinery and transported to market you have ZERO! Venezuela blew it a long time ago when Chavez kicked out Exxon and Chevron for phoney tax evasion violations and used kangaroo courts to go after all foreign companies. Now production levels have suffered greatly due to the exit of those companies and their engineering talent and capex. Now Venezuela is so bad I can’t even go back to Maracaibo where I used to live and visit. Venezuela had turned into an ally of the CCP and Russia and Iran. Its another Cuba but with oil and gold. What’s worse is the people there who I knew have suffered a great deal.
Yes Venezuela. Tops in the world in oil reserves, but with the current corrupt government those reserves translates to absolute poverty! I lived there and watched Exxon and Chevron build Venezuela from the ground up making it one of the most stable and most wealthy countries in South America. Compared to the backwards country it was in the early 20th century Venezuela, thanks to oil, became a modern prosperous country where most of its citizens during the 1960s and 1970s had a much improved lifestyle. However like a lot of South America the military juntas went communist and the country became a one man ruler so long as that man had the support of the military and so thieves and murderers like Chavez and now Maduro came to power. In the early days and the days now both Exxon and Chevron used no slaves or slave wages to produce their product. Both educated the locals to become skilled workers and both built schools and hospitals and roads and bridges to better the Venezuelan infrastructure and economy. As a result more foreign capital came to Venezuela and more businesses brought more higher paying jobs. Contrast that to Apple where workers get paid slave wages and work ungodly hours in China and India. Apple workers commit suicide and riot for a livable wage. On top of that third and fourth tier inputs use more slave and child labor for mining in order to add to the human and environmental misery iPhones create in Asia and India. How Apple qualifies for any sort of ESG or DEI is beyond me and so it makes those ESG and DEI standards worthless. If you go to Walk Free website you find that the Tech and Apparel industry are the top two slavery violators in the world. Apple has no EPA or unions to contend with in China or India. Not the oil and gas industry. The oil and gas sector has more morals.
WALK FREE LINK: https://www.walkfree.org/global-slavery-index/map/#mode=data
Analyze “country reserves” all you want, but oil and gas companies and their reserves matter most not country reserves. Oil and gas company revenues matter even more. Its called ROI. If you look at the top 20 global oil companies you will see half of them are 100% corrupt government owned. Only 10 play by the rules and regulations and produce clean and more environmentally sustainable products. In fact there would be no Apple iPhone or Tesla EV without oil and gas products.
Let me add in here the back door influence of oil and gas on the tech sector too. Oil and gas is not just oil and gas its tech also. It always has been. Back in the 1960s Chevron poured a lot of money into IBM. That partnership with tech has never stopped. Limit and tax and grift oil revenues like the BidenWH does and they limit tech and a long line of other small and large businesses who depend on oil and gas revenues. In reality what isn’t made from oil and gas byproducts and what sector does not prosper from oil and gas revenues?
Aloha!
XOM AND CVX NEW DISCOVERIES GUYANA AND NAMIBIA
Sorting out government corruption. There is a formula.
MORE MONEY=MORE CORRUPTION
You could say that about families and companies and the WEF. It is Human Condition 101!
NAMIBIA STRIKES OIL
Oil discoveries in Namibia show significant potential Namibia is a country on the West Coast of Southern Africa, wedged in between Angola and South Africa. It a large country in a geographical sense (slightly smaller than Venezuela and Pakistan), but small in terms of population. Namibia’s population is estimated to be around 2.6 million people, making it the second least densely populated country in the world (after Mongolia). According to the World Bank, Namibia is politically stable, has a professional bureaucracy and good infrastructure. The Namibian economy has traditionally been driven by two main sectors: mining (uranium and diamonds being the most important) and tourism. However, in the not-too-distant future, hydrocarbons (mainly oil, but there is significant potential for gas as well) will also become a major economic driver for Namibia. Oil companies, such as TotalEnergies, Shell, and more recently Portugal’s Galp Energia, have all made major discoveries in deep waters offshore Namibia. Other majors, such as ExxonMobil and Chevron also control acreage in the region. Towards the end of this decade, Namibia will likely become a sizeable oil producer and exporter, providing significant employment opportunities for crude oil tankers.
Some analysts compare the growth potential of Namibia with that of Guyana, one of the non-OPEC growth engines in recent years, currently producing and exporting in excess of 600,000 b/d, mainly to Europe and Asia. The parallels are hard to miss. In both countries, major (Western) oil companies are making significant discoveries in deepwater prospects. The production will likely come from a series of FPSO’s that can transfer their oil directly to Suezmaxes or VLCCs. According to an analysis of Wood Mackenzie, Namibia’s current tax/royalty system is similar to that of Guyana, with the potential for attractive returns even at low oil prices, while the government will take a higher cut in the form of taxes and profit sharing as oil prices increase.
According to the US Geological Survey (USGS) the continents we now know as Africa, South America, North America, and Europe were all contiguous from about 300-200 million years ago (late Paleozoic Era until the very late Triassic). The South Atlantic Ocean opened about 140 million years ago as Africa separated from South America. About 70% of the world’s oil was formed during the Mesozoic era, which happened between 252 and 66 million years ago, the East Coast of South America (including Brazil and Guyana) and the West Coast of Africa (such as Nigeria, Angola and Namibia) have a similar geology and it is no surprise that significant oil deposits have been found in both areas.
It seems to be that in terms of exploration, the oil companies have only scratched the surface of the hydrocarbon potential in the country. Based on current discoveries alone, Namibia could produce 500,000 b/d within a decade and more than 1 Mb/d on a longer-term basis. Not much has been disclosed yet about the quality of the oil offshore Namibia, but based on nearby deposits in West Africa and similar geologies in Brazil and Guyana, the expectation is that the crude will be more likely sweet (<0.6% sulphur) rather than sour.
Aloha!
JUST WOW
Covid19 was the biggest failure of government and big pharma ever! Its not even a real vaccine. The human rights violation done by the BidenWH DNC mandate was off the charts corrupt, but it made its biggest donors at big pharma rich! Immunity? Really?
People who received more than one dose of a COVID-19 vaccine were more likely to contract COVID-19, according to a new study.
An analysis of data from Cleveland Clinic employees found that people who received two or more doses were at higher risk of COVID-19, Dr. Nabin Shrestha and his co-authors reported.
The risk of contracting COVID-19 was 1.5 times higher for those who received two doses, 1.95 times higher for those who received three doses, and 2.5 times higher for those who received more than three doses, the researchers found. The higher risk was compared to people who received zero or one dose of a vaccine.
“The exact reason for this finding is not clear. It is possible that this may be related to the fact that vaccine-induced immunity is weaker and less durable than natural immunity. So, although somewhat protective in the short term, vaccination may increase risk of future infection,” the researchers said in the paper, which was released as a preprint.
Dr. Robert Malone, a vaccine researcher who was not involved in the paper, told The Epoch Times that the paper served as “another acknowledgment that the products are not effective or are at very low effectiveness and are contributing to negative effectiveness [down the line].”
FDA Settles Ivermectin Case, Agrees to Remove Controversial ‘Stop It’ PostDoctors score win, forcing FDA to remove statements about ivermectin.
https://archive.is/Ewabg#selection-597.0-601.69
Aloha!
IPERIONX(IPX:ASX) TO PRODUCE DEFENSE US ARMY FASTNERS
IPX +3%
Titanium nuts and bolts! Bread and butter defense stuff. Every branch of the US military needs these high strength, high performance custom components.
IPERIONX AND VEGAS FASTENER TO COPRODUCE TITANIUM FASTENERS FOR U.S. ARMY
IperionX Limited (NASDAQ: IPX, ASX: IPX) and Vegas Fastener Manufacturing, LLC (Vegas Fastener) have agreed to partner to develop and manufacture titanium alloy fasteners and precision components with IperionX’s advanced titanium products.
Vegas Fastener, headquartered in Las Vegas, Nevada, is a global leader in the development and manufacturing of high-performance fasteners and custom machined components. Together with its allied company, PowerGen Components, Vegas Fastener serves a diverse array of customers in the defense, marine, power generation, oil & gas, nuclear, chemical, and water infrastructure sectors. Vegas Fastener develops and manufactures precision high-performance fasteners using specialized alloys to meet demanding quality specifications.
IperionX and Vegas Fastener’s commercial focus is on developing and manufacturing titanium alloy fasteners and precision components for the U.S. Army Ground Vehicle Systems Center (GVSC), which is the United States Armed Forces’ research and development facility for advanced technology in ground systems. GSVC’s research and development includes robotics, autonomy, survivability, power, mobility, intelligent systems, maneuver support and sustainment.
Additionally, the partners will design, engineer and produce titanium fasteners for critical sectors such as the aerospace, naval, oil & gas, power generation, pulp & paper and chemical sectors. These sectors demand fasteners that provide not only high strength-to-weight ratios but also exceptional corrosion resistance for high-performance applications.
The global market for industrial fasteners, valued at ~US$95 billion in 2023, is projected to grow at nearly 5% annually from 2024 to 20301 . The U.S. is one of the largest fastener markets worldwide, with growth underpinned by strong demand for automation, aerospace, and other advanced industrial applications. Growing demand for lightweight vehicles and aircraft is leading to a shift to custom high-performance, light-weight fastener products.
Long term holding of KAIMU ASX RISK portfolio.
Aloha!
GREEN WELFARE = STUDENT DEBT FORGIVENESS = HIGH INFLATION
Why are F150 drivers and plumbers having to pay for upper class cars and degrees? When a minority of businesses and citizens benefits from major infrastructure expenditures its highly inflationary. Fixing or building a bridge has near zero inflationary value. Installing 2,000 EV charge stations across the country where each station has 3-5 cars charging out of 20 chargers is highly inflationary and disruptive to infrastructure. Insuring those EVs is even more disproportionately costly to all those who pay car insurance. The wear to roads by 2ton EVs is more costly to all drivers and US road infrastructure. Between EVs charging and AI server capacities the US grid is inadequate for future expansion.
Model 3 weighs 4600lbs
Cybertruck weighs 6800lbs
Honda CRV weighs 3400lbs
A vast minority will never ride in much less own an EV in 2024 or 2025 or 2026! Musk understands government freebies and the climate change con job is a government funded market niche. He is riding that niche market but now he’s slowing down the capex part, the skin part for EV chargers. Notice how every business Elon engages in there is some sort of government freebie and favorable regs. From SpaceX to EVs to solar. TSLA is on taxpayer welfare.
DETROIT (Reuters) -Elon Musk’s abrupt decision to lay off employees who ran Tesla’s electric vehicle charging business blindsided automakers gearing up to equip new EVs for customers to use the Tesla Supercharger network, industry officials and analysts said on Tuesday.
Musk subsequently said on X that the carmaker still plans to expand the Supercharger network, “just at a slower pace for new locations and more focus on 100% uptime and expansion of existing locations.”
Andres Pinter, co-CEO of Bullet EV Charging Solutions, a supplier to the network, said, “As contractors for the Supercharger network, my team woke up to a sharp kick in the pants this morning.”
“Tesla has already been awarded money under the federal government’s NEVI program,” he said, referring to the National Electric Vehicle Infrastructure formula program to provide funding to states to deploy EV charging networks. “There’s no way Mr. Musk would walk away from effectively free money. It may be possible Mr. Musk will reconstitute the EV charger team in bigger, badder, more Muskian way.”
Go to any apartment complex or condo complex in any major blue city like LA or NYC or Chicago or Detroit. Then count how many car driver occupants there are by counting all the parked cars there at 2am. Now contemplate the infrastructure needed to charge every one of those cars and you quickly see going all EV is impossible. Its fraud.
Here is a photo of Brickell district of Miami FL where I just visited two weeks ago. If every unit has an EV how do you charge them all at once or not at once? There isn’t enough room to charge one of those high rise buildings. Brickell is just a small part of Miami. You got Coconut Grove and Biscayne and its never ending high rises all the way to North Palm Beach. Look at Manhattan in NYC. Anywhere there are high rises and that is every major US city. No space and no grid = no EV
Aloha!
MORE DOWN FOR BTC AND THE LOT
BTC -4.5%
ETH -3.0%
SOL -2.3%
Binance … Tether is that you??? Mt Gox where are you?
What happens to the hype when the BTC price goes back to 2018 levels? What would the world look like then? Gold at $5000? Silver at $60? WTI at $120? USD at 70? US Debt $40tril?
Whatever way you go the US Debt is never going down no matter what political party rules. Its beyond the point of no return due to debt service. The IRS was jacked up for a reason but like the BidenWH selling off half the US Strategic Oil Reserves to win an election there is no amount of increased IRS employees or more taxes that will ever solve the US Debt? There is no future for GenZ or younger generations until the two party politics ends and 70% of the US government employees are fired and half the US government agencies are terminated. About 50,000 pages of the Federal Registry need to be deleted. In other words the size and dominance of the US government has to go back to pre-1930s levels. The working class has to unite against the elites in Davos. Like its 1840 in the UK and its the New Chartists with iPhones. The has to be unity against big government globally. The pendulum must swing miles back to reset. That is the BIG RESET we need now not the WEF version of more government and more marxism.
Aloha!
BIG HUGE DOWN DAY FOR BTC
BTC -5%
ETH -7%
I guess the halving worked, but instead the BTC halving is turning out to be the “halving of the price”! I had no faith in the halving hype! Still don’t!
Aloha!
CVX AND XOM HIT WITH LOW NAT GAS PRICES FOR Q1 2024
DIVIDENDS COUNT
1D
CVX +0.7% @ $167
XOM +1.6% @ $120
TD COWEN analyst keeps hold on CVX and raises 1Y target to $160 from $155. I take that as $160 is the floor! Take it anyway you want, but where was this guy in April 2020?
In 2023 nat gas hit a high of $3.80 and ever since 2024 its struggled to get back to $2 so when revenues of oil & gas majors are depending on nat gas prices then expect lower earnings for Q1. Thats was the common denominator with both XOM and CVX.
ITS THE BATTLE OF FLARING VS RECAPTURE
CVX MISSES
Chevron , which belongs to the Zacks Oil and Gas – Integrated – International industry, posted revenues of $48.72 billion for the quarter ended March 2024, missing the Zacks Consensus Estimate by 2.45%. This compares to year-ago revenues of $50.79 billion. The company has topped consensus revenue estimates just once over the last four quarters.
These companies are so big and multi-national they have to manage not only the country risk of the current US government but also the changing politics and warfare on all the major fronts from Asia to the middle East to South America.
XOM MISSES
Total quarterly revenues of $83,083 million missed the Zacks Consensus Estimate of $86,599 million. The top line also deteriorated from the year-ago quarter’s figure of $86,564 million.
The XOM CEO said fossil fuels are not in decline. He sites three reasons.
Global embedded demand
Economic growth
Population increases
Nat gas is a byproduct of oil production and so it adds to the gas production of companies like Chesapeake. In the old days the extra gas was flared, but BidenWH EPA/WEF regs make recapture the new political gist. Its overwhelming current pipeline structure and now new pipelines are being built for “carbon recapture”. Add in the BidenWH cut in exports to the EU and we have a supply log jam!
It makes sense for the DNC BidenWH to not help out the EU with its energy shortages due to the BidenWH proxy war with Russia that disrupted the EU energy supply. Recall the BidenWH DNC policy was to punish Russia with punitive restrictions. This new BidenDNC forever war will have forever consequences the least of which is higher energy costs for the USA and the West as well as crippling debt burdens for the GenZ and Millennials. Hundred of billions being diverted to Ukraine in the name of the BidenWH and DNC saving face while roads and bridges and US electric grid infrastructure suffers from lack of funding. There is no such as thing as having your cake and eating it to in war. Despite the constant money printing funds are still limited. There is no blank check to save the day!
Biden just eased sanctions on at least 10 Russian banks, including the Russian Central Bank on anything related to energy
Aloha!
WHAT DO THE CHINESE KNOW THAT AMERICANS DON’T?
IMPORTS FROM HONG KONG UP 40%
After Evergrande’s huge failure real estate is off the list of Chinese investing. How long before real estate is off the list for Americans and Canadians? Add in all the CCP created crisis and warmongering what then is left to buy that won’t go to hell in a political handbasket? Should Americans be as concerned about their own CCP white house? At $35tril and rising faster than ever? Do I need to ask?
After watching the CCP close down the internet and electricity during their covid crisis many Chinese are looking at BTC as a government controlled asset like real estate was. No real estate and no BTC. What’s left for the average Chinese citizen then?
What asset has been around for 5,000 years?
CHINA BUYS GOLD BIGLY
The China Gold Association (CGA) announced on Friday that the country’s gold consumption was 5.94% higher in the first quarter of 2024 than during the same period in 2023, which they attributed to surging demand among the citizenry for safe haven assets.
Chinese buyers bought 308.91 metric tons of the precious metal in the first three months of the year. The CGA said gold bars and coins represented 34% of the total, as they saw an increase of 26.77% percent to 106.32 tons in Q1.
But while sky-high gold prices made the yellow metal more attractive to Chinese investors, they also made it too expensive for many regular shoppers. Purchases of gold jewelry fell 3% during the quarter to 183.92 tons, or 59.5% of total consumption. The CGA said rising gold prices increased operational risks for precious metal processing and sales companies.
China’s domestic gold production also rose 1.16% to 85.96 tons in Q1, while gold production from imported raw materials rose 78% to 53.23 tons, bringing total gold production in the country to 139.18 tons, 21.16% higher than the first quarter of last year.
Buying gold instead of US bonds and tech in 1999 paid off at a rate of 9.4%cagr.
Aloha!
APPLE BUSTED AGAIN FOR USING SLAVE LABOR CONFLICT MINERALS
IPERIONX(IPX:ASX NASDAQ) CAN BE THE SOLUTION
Apple CEO Tim Cook acts surprised after decades of knowingly using cheap slave labor and mining for its products sourced in all Third World countries. Apple could use the mining and processing in the Americas instead, but insists doing business with communist oppressive countries in the name of CEO bonuses. The ESG and DEI hypocrisy pushed by the WEF and DNC in the name of green and climate change is off the charts.
In short as I have reported here before many times NOTHING IS VERIFIED! Third tier fourth tier it does not matter. The, “Apple does not buy directly …” does not exempt Apple either. Point of fact is APPLE BUYS and Apple buys the cheapest! Would Tim Cook work 100 hours a week for $7 a month pay? That’s what Apple pays iPhone engineers in India. It was so bad the India workers revolted and rioted and burned down the Apple Wistron factory. Who here would work for $7 a month?
My question is … what is the difference between Apple and the East India company of 1600? Not much!
Tech and apparel are the number 1 and number 2 slavery violators.
Go see for yourself at Walk Free. https://www.walkfree.org/global-slavery-index/
In September 2023, Congo President Felix Tshisekedi met with international law firm Amsterdam & Partners LLP to investigate the supply chain of tin, tungsten and tantalum – known as 3T minerals – due to concerns about illegal exports, the law firm said.
It said it had notified Apple CEO Tim Cook on Monday of a series of questions based on fears about its supply chain and also wrote to Apple subsidiaries in France, demanding answers within three weeks.
“Although Apple has affirmed that it verifies the origins of minerals it uses to manufacture its products, those claims do not appear to be based on concrete, verifiable evidence,” Amsterdam said in a statement on Thursday.
“The world’s eyes are wide shut: Rwanda’s production of key 3T minerals is near zero, and yet big tech companies say their minerals are sourced in Rwanda,” it said.
Apple did not immediately reply to an emailed request for comment. The company, which does not directly purchase, procure or source primary minerals, has been openly auditing its suppliers for several years and publishing its findings.
Connect the dots! Who are the #1 DNC donors and top WEF members? Tech is.
For 2020 and 2022 one of the top DNC donors was Bankman at FTX. Where was the DNC refund of FTX funds with interest?
WEF=DNC
Aloha!
NOBODY CARES ABOUT CLIMATE REFLECTS ON SOLAR AND WIND
NO ROCKET SCIENCE REQUIRED
Go on a road trip anywhere in the USA and eventually you will run across a solar farm and wind turbines. They exist due to government incentives coming from government decree based on Davos science..
The misallocation and malinvestment of funds and resources by the current Congress and BidenWH is working to destroy the future of the US law abiding citizens who are part of the US Middle Class and the Working Poor. Its no secret life is far worse now than four years ago. The world is now at war on multiple fronts and that alone is highly inflationary. None of these war fronts now existed four years ago. We had inflation below 2% and gasoline prices on average below $2.50. Russia and Iran suffered from 2017 to 2020 because oil prices were low. Russia and Iran could not afford warfare then.
I site the Solar and Wind Index here a number of times and compare them with the EU Carbon Permit index. It used to be that the EU Carbon Index was up while Solar and Wind were lower or negative because those regulated against using green regs would rather buy carbon offsets and permits than buy solar and wind devices. Now all of the “green” indexes are negative. Nobody who votes cares about climate change. Only politicians who rule by market decree bought and paid by WEF member green billionaires care about the solar and wind devices but now that’s on the down trend. See graph below.
SOLAR INDEX
The Solar Energy Index tracks the performance of publicly traded companies in the solar energy sector as well as those businesses that do not produce energy but make most of their revenues by providing goods and services to the solar energy industry.
INDEXES THAT MAKE A DIFFERENCE YOY
CRB +15%
NUCLEAR +51%
SOLAR -44%
WIND -15%
EU CARBON -27%
INFLATIONARY INPUTS
CONTAINER FREIGHT +71%
WTI CRUDE +12%
The BidenWH wants to say inflation is now under control during an election year yet the CRB and your eyes and wallets say the opposite. The US Fed funds rate did not go up in 2021 because inflation was tame under the US Fed 2% limit like it was under the Trump years. Inflation is not temporary like we were told by the US Fed and the BidenWH and Pelosi said back in 2021. Inflation is rising due to DNC energy policies and their non-stop multi decade tax, spend and debt rules. Green energy is causing electric bills and all other related cost inputs to rise. Don’t get caught living off Social Security and Medicare because you will not survive. You could survive if the US government paid your 2024 social security benefits in 1970 and 1980 dollars, the same dollars they were deducted from your pay check. That’s the fraud. Its a fraud that is multi-generational. Its a fraud that is not sustainable and your votes do not matter.
Defend your money and buy money insurance. You insure your home and car why not your money? At the very least your strategy should beat the CRB. Don’t wait for the US government and the DNC and RNC or the US FED or the WEF to rescue your monetary future unless you like eating cat food. More government has never been the solution.
YOY
CRB +15%
GOLD +16.3%
SILVER +9%
BTC +125%
SOLANA +590%
G:TSX +77%
WA1:ASX +920%
Seek your own risk advice and investment counsel.
Aloha!
WHO KNEW THE DNC WANTED TRUMP KILLED
STOCKS PLUNGED 3% FOR JFK
Instead of reading it here now you can see it on tv! Whatever it takes to protect the DNC version of “democracy”!
Retired Harvard Law professor Alan Dershowitz suggested that Democrat officials want former President Donald Trump to get killed by taking away his Secret Service protection.
Rep. Bennie Thompson (D-Miss.) introduced legislation last week that would remove Secret Service protection for people who are convicted of felony or state crimes. The lawmaker mentioned that a “former president” could be an individual whose protection would be terminated if he’s found guilty in four cases.
But Mr. Dershowitz, a former constitutional law professor and criminal defense lawyer, asserted in an interview with Newsmax over the weekend that Mr. Thompson’s legislation is “ridiculous” and “means they want him killed because he’s obviously a target.”
We live in an age where everybody is in danger. Look, Bobby Kennedy ought to be getting Secret Service protection, but certainly Donald Trump needs to get Secret Service protection. He’s not going to jail, but if he goes to jail obviously the law requires Secret Service protection,” Mr. Dershowitz said, referring to independent candidate Robert F. Kennedy Jr.
It comes as President Trump faces a criminal trial in which prosecutors allege that he falsified business records during the 2016 campaign to cover up negative news stories. The trial is scheduled to last around six to eight weeks in total, while opening arguments started Monday.
Judge Juan Merchan, who is overseeing the case, “is going to bluff, fine and threat, but he’s not going to throw Donald Trump in jail,” Mr. Dershowitz said. “That would be a guaranteed victory … I don’t think it’s going to happen.”
DNC=WEF
Look at JFK …
When news of the assassination spread on television and radio and shock and grief took hold, stock prices took a sharp dive. On the day JFK was shot and killed in Dallas by Lee Harvey Oswald, the benchmark Standard & Poor’s 500 plunged 2.8%. A shocked Wall Street shut down the New York Stock Exchange at 2:07 p.m. EST. Friday marks the 50th anniversary of Kennedy’s death.
“It was a shock to the market,” says Sam Stovall, chief equity strategist at S&P Capital IQ. “There was chaos and total uncertainty, from a political perspective.”
Aloha!
CAN WE FILE CLASS ACTION LAWSUITS NOW?
The list is long. Starting with Fauci, Bill Gates and the CCP and the WHO and CDC as well as Pelosi who called the Trump ban on travel from China “racist”. What other billionaires and CCP officials broke the law and went around rules and regs to continue the Wuhan experiment? See the last part below that mentions the “vaccine made spike”. Uh oh! Its those damn vaccine deniers fault again. Lock us all up for refusing to believe in the BidenWH science and their Big Pharma donors. We must be the same ones who deny “climate change” science too! I think we’re also the same ones who do not believe a Davos based billionaire cartel should control our government policies. Who are the true criminals?
Read on and see …
CANCER AND COVID
Spike protein from SARS-CoV-2, the virus that causes COVID-19, potentially promotes cancer by interfering with anti-cancer activities, according to a recent preprint cell study from Brown University.
The preprint authors, led by Dr. Wafik El-Deiry, director of the Cancer Center at Brown University, exposed cancer cells to spike protein subunits. They found that the spike subunits may promote cancer survival and growth by blocking a cancer suppressor gene known as p53.
The gene—the most commonly affected by cancer—stops cancer cell growth and encourages DNA repair.
“Interfering with p53 can promote cancer development as well as aid cancer growth,” Dr. El-Deiry told The Epoch Times.
When exposed to chemotherapy, cancer cells containing spike protein subunits had a better chance of survival.
“We saw enhanced cancer cell viability in the presence of SARS-CoV-2 spike S2 subunit after treatment with several chemotherapy agents,” said Dr. El-Deiry.
Here comes the bad part for Pfizer and MRNA and Gates and the WEF and the Biden jab mandate. Who could have seen that coming?
CANCER AND THE JAB
“Our goal was to study spike protein regardless of its origin,” Dr. El-Deiry told The Epoch Times. “We focused on spike that may come from infection or any other way it can be expressed in human cells … this would also apply to vaccine-made spike.”
SOURCE
Epoch Times
COVID Spike Proteins Help Cancer Cells Survive, Resist Chemotherapy: Brown University Preprint Paper
Aloha!
WEF APPROVES OF BISHOP EMMANUEL MURDER ATTEMPT IN AUSTRALIA
WHO IS THE WEF APPROVED HEAD OF AUSTRALIAN INTERNET POLICE?
The WEF is clearly an Orwellian cartel. Its members are heavily involved in the destruction of the Western middle class, small business, free speech, the manipulation of capital markets and capital flows as well as taxpayer funds. This is about as fraudulent as it gets.
BANKS ARE PROTECTED CHRISTIANS ARE NOT
Yet we saw what the Obama regime did about these gross illegalities in 2009 during the bank crisis. The US banks were declared TOO BIG TO FAIL and TOO BIG TO PROSECUTE by Obama and Eric Holder the US Attorney General and then US Treasury Sec Tim Geitner, but look how this economic atrocity was covered up. All members of the WEF and the US Fed member banks. See any conflicts of interest yet?
.Geithner, Paulson, and Bernanke later argued that Lehman’s financial situation was too dire for the government to have legally rescued it. A team from Goldman Sachs and Credit Suisse had estimated prior to Lehman’s bankruptcy filing that Lehman’s liabilities exceeded its assets by tens of billions of dollars (i.e., a negative net worth).
Lol … but $700bil later when the entire banking system was collapsing suddenly a few billion is chump change for Lehman Bros! Obama approved the “rescue” after Paulson threatened the US Congress behind closed doors. Where is that transcript? We have no government by and for the People instead we have a government by and for the WEF elite members. Europe starts world wars. That is what they do. They’re good at it as history will confirm. Now look!
We have learned the government always censors behavior the WEF does not approve of. The WEF protects mass illegal border crossings from the EU to the USA. The WEF has an agenda to become the main benefactor of Western assets and wealth.
ITS ROME AGAIN AND CEASAR SAYS KILL THE CHRISTIANS
If an Orthodox Christian bishop is attacked in public on video by a practitioner of Islam it must be censored by main stream media. In Australia the attack was on video on the internet on X. If X was still Twitter the video would not be on display. The WEF approved of the Australian eSafety Commissioner attempt to censor the incident.
The Australian PM is firmly in the WEF influence.
Australia is livid that Elon Musk will not remove the video. “We know, I think overwhelmingly, Australians want misinformation and disinformation to stop. This isn’t about freedom of expression,” said Prime Minister Anthony Albanese.
“This is about the dangerous implications that can occur when things that are simply not true, that everyone knows is not true, are replicated and weaponized in order to cause division and in this case to promote negative statements and potentially to just inflame what was a very difficult situation.”
What disinformation? It is a real video of an attack that occurred as a direct result of hatred against Christians.
“I’d like to take a moment to thank the PM for informing the public that this platform is the only truthful one,” Musk responded, adding, it is “absurd for any one country to attempt to censor the entire world.”
The World Economic Forum has praised Australia for their extreme censorship efforts, deeming the eSafety Commissioner Grant “the world’s most influential leaders revolutionizing government.”
WEF=DNC
Aloha!
WA1 RESOURCES (WA1:ASX) UP ANOTHER 6.6% CLOSES AT ALL TIME HIGH AGAIN
$18.12 $1.1BIL MARKET CAP 1 YEAR GAIN 935%
Seems like almost every week is an all time high!
Top performer on ASX and only available on the ASX. The main reason KAIMU trades the ASX is because of the rich resources in the State of Western Australia. That one state is like Canada and Nevada combined. I used to live in Perth. I have ties to mining and the Perth Mint.
Aloha!
BUYING THE DIPS
GOLD DOWN
SILVER DOWN
Buying gold and silver and the associated producers and explorers.
Money insurance and energy are the two biggest sectors to own at KAIMU! Putting debt money to work!
Do your own trade and investing management.
Aloha!
WHEN YOU ABANDON SCIENCE AND FREE MARKETS FOR POLITICAL DECREE
To decree emergencies and create a global crisis is expensive and time consuming.
First you have to buy off most of the media … CHECK!
Then the education system … CHECK!
Then own most of the free market using pension funds and implementing ESG … CHECK!
Then destroy cheap energy by using a false crisis of climate … CHECK!
Then own as many political parties as possible to build back better … CHECK!
Then own the printing presses and central banks … CHECK!
After that the dismantling of forward societal progress begins the elite vision of total oligarch marxist government dependence. Only the very wealthy billionaire class could afford to own the media and the science and direct market forces. In the James Bond movies from the 70s that group was called SPECTRE. Now its just known as the WEF.
Western debt is overwhelming the system … CHECK!
All major world wars in the modern era have been funded and started in Europe.
OWN GOLD AND DEFUND DAVOS!
Aloha!
MISALLOCATION AT ITS FINEST
Nobody wastes limited resources and capital more than those who push climate change and ESG and DEI. We now have the biggest fraud and transfer of wealth and power since covid19 vaccine mandates.
Aloha!
NIOBIUM WINS Nb WA1(ASX) +3.5% RECORD HIGH $17.68A
UP 910% IN 1Y
Up and up! I would not have guessed that a small cap NIOBIUM deposit in lonely Western Australia would make the SUPER HYPE BTC look like a loser in 2024. BTC is only up 140%.
In 2022 KAIMU RISK PORTFOLIO bought into WA1 for $0.57A. Its been non-stop UP ever since.
The assays are never ending from their two super hits P2 and LUNI. The assay labs in Perth can’t keep up. The key is high grades at super shallow depths with very economic metallurgy surpassing the top global niobium mines in Brazil. Double the grades!
Aloha!
YET ANOTHER $95BIL FOR BIDENWH DNC GLOBAL WARFARE
WHY ARE WE FIGHTING RUSSIA AND CHINA AND IRAN NOW?
The implications for this misallocation of $95bil are less funds for US citizens and US infrastructure and more US Debt burden to repay. That translates to more economic misery for those who have children and those who are now GenZ.
Nothing about WAR is good. Millions are dying and even more millions are refugees and even more trillions in property damage and destruction. Someone show me where a US citizen or a Ukraine citizen or a Russian citizen or a Chinese citizen benefits from war. Please? Anyone?
You can tell its global warfare because the bill the House passed is for “war money” for UKRAINE and ISRAEL and TAIWAN, three of the BidenWH DNC war zones that (D)s voted overwhelmingly for when they voted for “change” in 2020. The House and Senate in the years 2017 to 2020 never had to send taxpayer funds, which is “debt” your kids will have to pay, to Ukraine or Israel or Taiwan for upcoming or current warfare in progress. Why is that? Why is one President currently causing so much death, destruction and misery worldwide and the other created Peace even in the Middle East. What did the US voters get wrong? I say “wrong” because I am sure no US voters voted for global warfare. Why did anyone vote for Biden and the DNC? Or did they vote “not Trump”? If so why? I can say my companies and my life was better in the years 2017 to 2020. US Fed rates were manageable and still low at 2% which meant inflation was lower below 2%. Housing and food was much less costly back then and in my area gasoline was $1.75 a gallon. Now its $3.25. Now the rich are getting much richer and the working poor are getting much more poor faster. Was it all the pandemic? More people are dying now after the pandemic. More keep dying from vaccine side effects and the excess deaths. US Small Business was better off with the pandemic than the DNC BidenWH now. How does that make sense?
More deaths and more US Middle Class destruction are goals of the WEF plan for their climate change Net Zero goals. I have no interest in helping the WEF make life for the law abiding taxpaying US citizen harder. I have no interest in promoting the WEF goals of ESG and DEI nor their goals to empower “stakeholders” over “shareholders”!
WEF=DNC
Aloha!
WHAT WOULD FLAGLER AND ROCKEFELLER DO TODAY?
INNOVATORS AND THE WEF OF THE 19TH CENTURY
When you come to Palm Beach the name Flagler is everywhere. Like a bus full of elementary school kids we went to the Flagler Museum yesterday to tour his “castle” at White Hall. Both Flagler and Rockefeller founded Standard Oil, but unless you are in Palm Beach chances are you never heard the name Flagler.
For some reason billionaires, past and present, feel it is their duty to make sure the rest of us feel their pain. Is it too much money and boredom or just plain old ego and legacy? Probably all of the above.
What Mr Flagler thought was noble was to lift the living conditions of the average man. That’s actually in the audio portion of the museum tour. He wanted to create a US Middle Class. Now the modern billionaires want to destroy it if you go by their actions. To preserve the Planet they figure we must destroy the Planet by exporting pain and misery to Asia to create the green products that will erroneously “save” us under anti-market political dictate. Everything is polluted in China and people work like 100 hour week slaves for the Mag 7 tech titans now. Exporting the labor of production to Asia causes the Western economies and their middle classes to collapse. What would Flagler have done different? What Cook, CEO of Apple, has in common with Flagler is they both sought cheap labor. By inflationary standards of the USD Cook pays less wages than Flagler and has millions more actual slaves without any sort of union benefits or healthcare obligations. Certainly like Flagler Cook has no EPA restrictions either in China. The Apple CEO though has no regard for the US Middle Class or he would have innovated production in the same country where his product is consumed. Globalism is not new.
You can sum up all these billionaires and the dictators of the past and present from Caesar to Biden and Flagler to Cook …
ITS THE HUMAN CONDITION STUPID!
This is why America’s Founding Fathers were so unique because they wanted to lessen the power of these billionaires and dictators on We The People with less government not more.
Building on the past works. Tearing down the past does not work!
Flagler did great things. Build on that great past don’t tear it down.