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Sep 2 2025 09:44am
Trump presses India over oil trade with Russia expecting them to cave and instead we see India-China-Russian leaders joining hands all smiles during BRICS summit . This morning we wake up to western sovereign yields all spiking up. Could be nothing or could be an indication where the world is trending towards, which is multipolarity and it doesn't really matter what the US does or what it threatens, as it's the equivalent of trying to stop a river going downhill. It's inevitable, and the more we try to strong arm some of these countries, the faster they turn eastward. I kind of think the battle for hegemony is already lost what's unknown though is how long does it take to become clear. Is it 5, 10 or 50 years?




https://www.reuters.com/world/sco-live-chinas-xi-hosts-putin-modi-regional-summit-2025-09-01/


completely agree with this. the notion of overplaying your hand is not even apt anymore, they have totally fallen off the deep end. It took me a while to accept that some people/groups simply dont understand whats happening. and they probably never will.

meanwhile we have this radical fruitcake (according to some) dropping more truth bombs:



the guy has been proven right year after year after year and all the europeans simply handle it. sad. agree with the position put forward here. Trump is basically saying to Ukraine, its your adventure, off you go and best of luck, you wanted to be the leader, your the leader, let me know when you change your mind.

This post was edited by ferdia on Sep 2 2025 10:09am
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Sep 2 2025 10:13am
I think near term wars will be fought in smaller periphery states. The cold war model. Personally i see more flashpoints in places like Venezuela-neighbors, Cambodia-Thailand. Basically countries where the west and east are at frontiers of influence. India-Pakistan, both nuked armed isn't likely to spill into a bigger war because the stakes are too high.

India needs a ton of resources and i think they need and hope to look like the China of today. They like China have a ton of human capital, so how do they retain it? So many young Indians today are clawing to get into western countries. It's kind of annoying tbh to look around and see half the company being filled with Indians.


I do some business in Winnipeg, its amazing. We don't have 2025 figures. But as of 2021, 27% of the population in Winnipeg was immigrants. We had an immigration boon the last few years, I suspect its pushing 35% or more now in Winnipeg.

Winnipeg is heavy into manufacturing (New Flyer, Boeing, etc.), financial (big banks) and underwriting / insurance.

There's spots where I legitimately feel I am longer in Canada.
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Sep 2 2025 10:21am
I think near term wars will be fought in smaller periphery states. The cold war model. Personally i see more flashpoints in places like Venezuela-neighbors, Cambodia-Thailand. Basically countries where the west and east are at frontiers of influence. India-Pakistan, both nuked armed isn't likely to spill into a bigger war because the stakes are too high.

India needs a ton of resources and i think they need and hope to look like the China of today. They like China have a ton of human capital, so how do they retain it? So many young Indians today are clawing to get into western countries. It's kind of annoying tbh to look around and see half the company being filled with Indians.


India is quite a complex country. They have a lot to do (and there is no evidence they are moving in the right direction) to propel their nation forward. They have a problem with the US Backed Terror state of Pakistan, They have cultural problems, as well as multiple issues in their national pillars - justice system etc, nevermind the severe wealth divide. They need to find a way to resolve these issues, if they can do that and have vision then they will have clear skies. I mean, they ARE doing well, but the notion that they will resolve their inherent issues within 2 decades does not (to me anyway) appear credible.

China is way further along. decades (and i dont mean just 2 decades).

Pakistan is FUBAR and not relevant, except that we can expect problems (civil war, terrorism etc) in the short-medium and long term. Don't listen to me, ask any Pakistani.

This post was edited by ferdia on Sep 2 2025 10:28am
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Sep 2 2025 01:20pm
So, Finlandisation deal - which worked well for Finland for decades.

- strict neutrality & they lost about 10% land

- no nato: this should be easy as it’s patently obvious west has no intention of ever offering ukraine membership

- neutrality: also easy. Ukraine had that in constitution until 2014. W/o nato it’s the only choice

- bilateral security deals: Putin says this acceptable. So the key nego for Kyiv is not with Russia but London Paris Berlin & WH. The prob with this is west is not keen to offer Kyiv any sort of real deal. This is where peace deal will fail.

- army: another tough nut. How small is small? But this was largely agreed already in Istanbul

- territory: another hard one to swallow. But have to accept no way ukraine is getting back all 20% lost.

Crimea is a write off. Forget it.
Landbridge I doubt any wiggle room.
But Donbas & 4 regions kremlin already said there’s wiggle room

Also Putin here is saying he’s willing to trade to get Kursk territory back.

Can ze swallow losing say 15%? I don’t think he has much choice.


The day has come when the Economist says Finlandisation is good for Ukraine.

Caveat: Ukraine didn’t have to fight this war (which this magazine helped to fuel) in order to get a Finland-styled arrangement, complete with EU membership, and stay intact, at least largely.

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Sep 2 2025 01:46pm
"The time has come for you to destroy Mephisto's soulstone!"
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Sep 2 2025 03:10pm
The day has come when the Economist says Finlandisation is good for Ukraine.

Caveat: Ukraine didn’t have to fight this war (which this magazine helped to fuel) in order to get a Finland-styled arrangement, complete with EU membership, and stay intact, at least largely.

https://i.imgur.com/kIiMh53.jpeg


alexander stubb is a total waste of space. i have spent hours dissecting his world view and thats the only conclusion i can come to.
he is a textbook example for everyone how someone can come across as highly intelligent because he has a posh accent and mannerisms.

This post was edited by ferdia on Sep 2 2025 03:18pm
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Sep 3 2025 05:33pm
Pre Ukraine war, Russia supplied Europe with ~150bn cubic meters of gas per year. After Power of Siberia 2 is built up to 100bn in cubic meters can potentially flow to China via the two major pipelines. So China will roughly absorb 2/3 of the previous Euro flows. That's pretty significant. Gives China a lot of leverage, but i would argue it adds to Russia's leverage with China as well. The loser here? US neocons that through dumb fuck actions has led China to have long term massive energy flow to them from Russia. Was the Ukraine war worth it?


Quote
Russia is expanding its natural gas pipeline network into China, a move that could challenge America’s growing business of shipping liquefied natural gas.

Russian energy company Gazprom said on Tuesday that Russia had signed a binding deal to build a pipeline from Russia to China through Mongolia. The pipeline, known as Power of Siberia 2, would be able to transport as much as 50 billion cubic meters of gas a year. The first Power of Siberia pipeline, from Siberia to China, transports about 38 bcm a year and could be increased to 44 bcm.

Together, the pipelines create competition for exporters of liquefied natural gas, who today send about 600 bcm a year around the world.

The U.S. is the fastest-growing exporter of LNG, and companies are planning to send much more gas to Asia over the next few years. But competition from Russia could make that harder.



https://www.barrons.com/articles/stock-market-microsoft-novo-things-to-know-today-3da9e532

This post was edited by ofthevoid on Sep 3 2025 05:36pm
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Sep 5 2025 05:50am
So the west is calling India, Russia and China as the Axis of Upheaval (pronounced UPEVIL).

Bless.
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Sep 5 2025 06:03am
So the west is calling India, Russia and China as the Axis of Upheaval (pronounced UPEVIL).

Bless.


It really took some effort to make India a friend of China. Now that's where Trump's peacemaking talent shone through. This is worthy of a Nobel Prize in both Peace and Economics simultaneously. Bravo.

If I were a hardcore Russian patriot and a fan of the Soviet Union, I would be applauding even with my ears.



This post was edited by Norlander on Sep 5 2025 06:08am
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Sep 5 2025 11:13am
It really took some effort to make India a friend of China. Now that's where Trump's peacemaking talent shone through. This is worthy of a Nobel Prize in both Peace and Economics simultaneously. Bravo.

If I were a hardcore Russian patriot and a fan of the Soviet Union, I would be applauding even with my ears.

https://radika1.link/2025/09/05/6a71d6b102ea2699d3c0a0a27397689ce83995b860229a26.png


Somewhere, a century of U.S. strategists are rolling in their graves. India was never meant to run off with the wrong crowd yet here we are.
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