Category Archives: Governments

Why Bakhmut Is Falling, by Moon of Alabama

The Russians have more of everything and Bakhmut will soon fall. From Moon of Alabama at moonofalabama.org:

Just two days ago I reported that Bakhmut is falling. The Ukrainian soldiers there are outgunned 1 to 10 and die under artillery fire with little chance to shot back. More reports from the front have since come in. They support my dire view.

The German pro-Ukrainian news outlet Bild reported this morning that there were misgivings in the Ukrainian war leadership:

President Volodymyr Zelensky and Commander-in-Chief of Ukraine’s Armed Forces Valerii Zaluzhnyi have conflicting views on how the military should handle the situation in Bakhmut, according to unnamed sources within the Ukrainian political leadership cited in a report by Bild. 

Bild writes that Zaluzhnyi was deliberating a tactical withdrawal from Bakhmut weeks ago over concern for the wellbeing of his troops.

The Ukrainian government told Bild that remaining in Bakhmut was the right decision due to the serious damage it inflicted on Russian military personnel and equipment. However, according to other sources cited by the publication, the situation is at risk of becoming untenable.

“The vast majority of soldiers in Bakhmut do not understand why the city is being held,” a Ukrainian military analyst told Bild on condition of anonymity.

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Wall Street Journal: “US Is Not Yet Ready for Great Power Conflict” Yet Still Plots Against China, by Yves Smith

The U.S. hasn’t won a war since WWII against second string opponents. China is first string, but there are U.S. neocons who are pushing for war. From Yves Smith at nakedcapitalism.com:

A vivid scene came in my first year Harvard MBA course, Business, Government and the International Economy, taught in my section by George C. Lodge, son of Henry Cabot Lodge, Jr. George Lodge said he still remembered the day in 1968 when he realized there were limits to US power, that we could not fight a war on poverty, send a man to the moon, and fight a ground war in Asia at the same time.

The lack of that insight still seems widespread inside the Beltway, with belief in American omnipotence renewed by the fall of the USSR and then the further decline of Russia in the 1990s. A story initially published with a page-wide banner headline, The US is Not Yet Ready for the Era of “Great Power’ Conflict With China and Russia, curiously omits that it is the US that has been fomenting these clashes. And even though the URL banner on the article proper reads, The US is Not Yet Ready for the Era of “Great Power’ Conflict with China and Russia, the piece treats Russia dismissively, in passing, and treats escalating with China as a perfectly reasonable thing to do, not just now. We’ll turn to Russia in due course, particularly in light of Ukraine deciding Monday to try to break into the Bakhmut cauldron.

If you read the article carefully, you’ll see the reverse, that any meaningful improvement in US preparedness against China is based on hopium, like the US developing, manufacturing, and deploying new weapons that are on the drawing board or in early stages. Similarly, it fails to admit a huge weakness in the US dealing with China: that our Navy is badly overinvested in the floating pork known as aircraft carriers. Informed observers like Scott Ritter have said China has the capability to take them out without too much difficulty if they get within menacing range. Sinking only one aircraft carrier would result in roughly 6000 deaths, a humiliation the US would not tolerate. Ritter has long worried that our response would be to fire a tactical nuke at the Chinese hinterlands. Ritter is certain that China would immediately light up the entire US West Coast.

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The Widening War: How the Nato-Russia Confrontation Is Playing Out in North Africa, by Conor Gallagher

World War III has already started, and one battlefield is North Africa. From Conor Gallagher at nakedcapitalism.com:

Western officials are now openly admitting the war against Russia (and China) is worldwide and composed of competing blocs.

The colonial mindset comparison is apt as the West seeks to take control over African and Latin American resources. While this is nothing new, as the statements coming from the West make clear, countries that are friendly with Moscow and/or Beijing should expect even more concerted efforts at infiltration, sanctions, and any other means to restrict ties with the Russia-China bloc.

While some smaller states could benefit from being wooed by both sides, many will likely suffer as increased subversion and proxy conflicts are likely to play out in those countries. Take the comments from US officials to Bloomberg on Feb. 24 that the US, in year two of the war, is going to double down its efforts to “tighten the screws” on countries still keeping a foot in both camps.

This will be especially true in states that are resource rich – whether in oil, gas, or “green” commodities. These battles are already underway across Africa and are likely to intensify. North African countries have thus far been unwilling to help “isolate” Russia. The EU energy situation is still dire, which it is trying to remedy with a renewed push into Africa in search of oil and gas, as well as a race to control “green” resources. China does not want to give ground in Africa, and Russia, while seeking to prevent any isolation, can also sooner bring Europe to its knees if it throws a wrench in the EU-Africa energy plans.

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How Could Western Intelligence Have Got It Wrong, Again? They Didn’t. They Had Other Purposes, by Alastair Crooke

The intelligence agencies no longer provide intelligence, they supply “narrative support.” From Alastair Crooke at strategic-culture.org:

The West now faces the task of de-fusing the landmine of their own electorate’s conviction of a Ukraine ‘win’, and of Russian humiliation.

Larry Johnson, an ex-CIA analyst, writes “I no longer hold clearances and have not had access to the classified intelligence assessments. However, I have heard that the finished intelligence being supplied to U.S. policymakers continues to declare that Russia is on the ropes – and their economy is crumbling. Also, analysts insist that the Ukrainians are beating the Russians”.

Johnson responds that – lacking valid human sources – “western agencies are almost wholly dependent today on ‘liaison reporting’” (i.e., from ‘friendly’ foreign intelligence services), without doing ‘due diligence’ by cross-checking discrepancies with other reporting.

In practice, this largely means western reporting simply replicates Kiev’s PR line. But there does occur a huge problem when marrying Kiev’s output (as Johnson says) to UK reports – for ‘corroboration’.

The reality is UK reporting itself is also based on what Ukraine is saying. This is known as false collateral – i.e., when that which is used for corroboration and validation actually derives from the same single source. It becomes – deliberately – a propaganda multiplier.

In plain words however, all these points are ‘red herrings’. Bluntly, so-called western ‘Intelligence’ is no longer the sincere attempt to understand a complex reality, but rather, it has become the tool to falsify a nuanced reality in order to attempt to manipulate the Russian psyche towards a collective defeatism (in respect not just to the Ukraine, but to the idea that Russia should remain as a sovereign whole).

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International Health Regulations Amendments Will Give WHO Unprecedented Power to Override National Sovereignty, Expert Warns, by Michael Nevradakis

Imagine the Covid commissars running the entire world . . . forever. From Michael Nevradakis, Ph.D. at childrenshealthdefense.org:

Experts told The Defender the proposed amendments to the World Health Organization’s International Health Regulations would give the agency unprecedented power over national governments and override national sovereignty.

Two World Health Organization (WHO) committees recently convened to discuss proposed amendments to the International Health Regulations (2005) (IHR) and the “zero draft” of a new global “pandemic treaty.”

Media have focused primarily on the pandemic treaty, with the Biden administration recently reaffirming its commitment to finalizing it, and with The Associated Press (AP) reporting the treaty would not threaten national sovereignty.

However, some experts warn the public should be more concerned about the proposed IHR amendments — which are more likely to be adopted — as they would give the WHO unprecedented power over national governments and override national sovereignty.

Experts also say there are clear differences between the proposed IHR amendments and the pandemic treaty, even though the two are often conflated in public discourse.

Previous versions of the IHR have been in place since 1969. The current version was first enacted in 2005, in the aftermath of SARS-CoV-1.

IHR amendments a ‘clear and present danger’

According to author and researcher James Roguski, “It seems nearly everyone is having difficulty maintaining clarity between the proposed amendments to the International Health Regulations and the proposed ‘Pandemic Treaty.’”

Roguski, who has extensively researched both proposals, recently wrote on his blog that the “Zero Draft” of the Pandemic Treaty “is a real thing” but is also “a skillfully crafted decoy” designed to draw attention away from the proposed IHR amendments.

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No, Australia Does Not Actually Need To Prepare For War With China, by Caitlin Johnstone

Does anybody think that China is going to invade Australia? It wouldn’t be rational, and the Chinese are quite rational. From Caitlin Johnstone at caitlinjohnstone.com:

In the latest instance of the Australian media’s deluge of propaganda geared toward manufacturing consent for war with China, Nine Entertainment-owned newspapers The Sydney Morning Herald and The Age have brought together a panel of “experts” to assess how well-prepared Australia is for a hot war with its primary trading partner. The question of if that war is necessary or should be prepared for is left completely unexamined.

In a report titled “Australia faces the threat of war with China within three years – and we’re not ready,” we learn the names of the five “experts” SMH and The Age have recruited to make the titular claim, and you’re never going to believe this but it turns out they tend to work in professions that are intimately intertwined with the western imperial war machine.

This first “expert” is Mick Ryan, whom I have written about repeatedly because he seems to feature in literally every single Australian news media piece geared toward propagandizing Australians into accepting war with China as an inevitability which must be prepared for. Ryan is an Adjunct Fellow at the Center for Strategic and International Studies (CSIS), which is funded by military-industrial complex entities like Raytheon, Boeing, Lockheed Martin and Northrop Grumman, and is also directly funded by the US government and its client states, including Australia and Taiwan. SMH and The Age make no note of this immense conflict of interest.

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Prepare For 10 Years of Global Destruction, by Egon von Greyerz

Popping a bubble that’s been going for as long as the present one has inevitably entails tragic consequences. From Egon von Greyerz at goldswitzerland.com:

<a href="mailto:?subject=PREPARE FOR 10 YEARS OF GLOBAL DESTRUCTION  &body=https://goldswitzerland.com/prepare-for-10-years-of-global-destruction/”>

The final stages of major economic cycles are always accompanied by the maximum amount of bad news as well as heinous events. This time is no different as the West is in the process of committing Harakiri (Seppuku). 

As Elon Musk said: 

“My mentality is that of a Samurai. I would rather commit Seppuku than fail.”

Sadly, the problem for the West is that it is both committing Harakiri and failing.

For at least half a century, the world has been in a process of self-destruction. 

As the decline accelerates, the next phase of 5-10 years will include major political, social, economic as well as wealth – destruction.

What can be more heinous than a total economic and financial collapse accompanied by a potential World War III that at worst could destroy the world totally. 

A recent article of mine discussed global fragility due to War, Debt and Energy Depletion.

In this article I outline the major risks today, financial and geopolitical and also discuss the best way to protect against these risks. Physical Gold is of course the ultimate wealth preservation investment. The next major move up in gold is not far away. See further on.

Biden’s recent visit to Ukraine and whistle stop tour of Europe confirmed that there is no desire to make peace but only war. More support of weapons and money from the US is forthcoming. And whatever the US dictates, Europe follows without considering the consequences. 

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Dances With Bears – When Military Strategy Revolutionizes Political Strategy on the Ukrainian Battlefield, Inside the NATO Alliance, by John Helmer

U.S. neocons are counting on Russia’s oligarchs to overthrow Putin. Good luck with that. From John Helmer at johnhelmer.net:

In the history of the wars of the world, it almost never happens that the military strategy of a fighting state directs and revolutionizes the political strategy, and not the other way round —  as  aspiring politicians, military officers and policemen are taught by the venerable Sun Tzu and Carl von Clausewitz to believe.

But it is happening in Europe now, on the Ukrainian battlefield, and in the war of the US and NATO alliance against Russia.

So long, Sun; so long, Carl; so long, Pardner!

For Russia it would never have turned out this way if President Boris Yeltsin had decided to run for a third term, ruling as medically incapable as President Joseph Biden,  but deferring the succession until after Mikhail Khodorkovsky had sold the Yukos oil company to the US, and the other Russian oligarchs created by Yeltsin had followed suit. Heart, brain, and liver disease stopped the Yeltsin part of that. The Vladimir Putin succession plan then failed to deliver what had been intended.

What has remained of the plan of the destruction of Russia from those days is what there is today.

The oligarchs survive but, according to the terms of the US and NATO sanctions war, they cannot have their assets and freedom of movement back unless they overthrow Putin, change the regime in the Kremlin, and destroy the capability of the Russian military to defend the country.

The defensive strategy in response is obvious. Not only must the capacity of Ukrainian forces and their NATO weapons be destroyed at the front, and their remainder driven to a territorial line west of the Dnieper River, between Kiev and Lvov, out of range of Russian Crimea, Zaphorozhye, Kherson, Donetsk and Lugansk. Also, each of the NATO weapons must be defeated and destroyed which the US sends to the battlefield, and the airborne and ground systems for directing them at their Russian targets neutralized. .

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Bakhmut, Strategic Or Not, Is Falling, by Moon of Alabama

Bakhmut is at the conjunction of three major train lines and four major roads. Although official propaganda downgrades its importance now that Ukraine is about to lose it, the city has obvious strategic value. From Moon of Alabama at moonofalabama.org:

‘Western’ media can not decide if Bakhmut is a strategic city or has little strategic value. They claim both is the case.

Bakhmut is of course of strategic value. It is covering the crossing of three major train lines and four major roads (M-03, M-32, T-13-02, T-05-13). As such it is the linchpin of the whole Donbas region. Besides that it also has some valuable mineral mines.


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That is why the Ukrainian government has send ten thousands of its troops to fight and die for that city.

People who claim otherwise are simply coping.

Some examples:

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A Massive Global Restructuring is Underway… Here’s What it Means for Europe, by Chris MacIntosh

How long before Hungary leaves the EU and NATO? Will any other nation follow? From Chris MacIntosh at internationalman.com:

Massive Global Restructuring

Several shifts in alliances and bifurcations are happening right now which are going under the radar.

Hungary out of the EU?

We’ve long said that Hungary was going to leave the EU. It is just a question of time.

The daily news announced that “hundreds of high-ranking military officers sacked in Hungary”. From the article:

Multiple Hungarian media outlets reported that Hungary’s defense minister sacked hundreds of high-ranking military officers. The people concerned have two months to leave and will get 70 percent of their current salaries as a pension-like allowance even if they continue to work. The minister says the move served the rejuvenation and modernisation of the army. The opposition believes the government fired pro-NATO officers.

To be clear, I don’t know if this is true. But as with most things, you piece together multiple bits of information and a picture forms providing probabilities. It is with these probabilities that we begin to price outcomes and assets accordingly. Where most probable outcomes coincide with cheap or expensive asset classes is where we find asymmetry.

So what we do know is that Hungary has been against the Ukraine war from the get go.

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