@philippilk
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Chief Strategist @Dprivatinvestor. Author: The Collapse of Global Liberalism. Host of the Multipolarity podcast, @MultipolarPod.
Joined August 2021
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It looks like the liberals are gearing up to launch a second Russiagate conspiracy after the midterms. I guess they’re so short on ideas that they need to revert back to their Boomer Psychodrama. Check out all the developments in this direction and why it’s a dud… 🔗👇
Russiagate 2.0 is almost here folks. Just in time for the midterms. Everything is falling apart - time to dial up the paranoia, blame everything on Putler and make things even worse by going to war with Russia. 🇪🇺🫡
The pressure in the AI sector couldn’t come at a worse time. These midterms look politically similar to 2018. Markets hated 2018! But on 2018 there were no structural problems as there were now - nor was WW3 on the horizon as it is now.
You can see the pressure building in the CDS market. Insuring hyperscalers is now very expensive. At the same time, multiples are contracting. The sector is finally coming under pressure.
Markets are becoming frightened by AI Capex. The whole dog and pony show in the stock market runs on Capex, too little and it collapses. But now cash flow is turning negative and investors are also scared of too much. I doubt there is a “just right” balance here. 📉
This is what happened in Ireland when the fuel briefly ran out. The shortages are starting to show up across Europe - and with them, the chaos. 🛢️❌
🇮🇹 Southern Italy is grinding to a halt
Truckers have been blocking roads for weeks because fuel has become too expensive, and now the A1 motorway is jammed, supermarkets are running low and some gas stations have no fuel left.
These are the people who keep the country stocked, and right now they're saying they can't afford to keep going.
Rome can't ignore this much longer 👀
Writer: Daniyal
Here we go folks. Russia did the riots. Next, the US midterms. Then, Russiagate 2.0.
This is getting completely desperate now. They’re just replaying the tape as the continent collapses. 🇪🇺📉
According to security officials, pro-Russian and far-right social media accounts linked to previous disinformation campaigns have spread violent videos in an attempt to sow more chaos ft.trib.al/t4nxjpO
ALT A protester wrapped in a French national flag stands in front of Lyon's tourism office set on fire during a demonstration in Lyon, southeastern France. Text on image reads: EU probes pro-Kremlin disinformation around French riots (Credit: Jeff Pachoud/AFP/Getty Images)
Merz admits he doesn’t care about the German economy. Of course he doesn’t. He’s an American-backed asset stripper who was promoted through the ranks to destroy Germany as an economic competitor to the US. 🇺🇸🇩🇪
I can't believe that people are still defending @Kpler. For the record, educated people stopped believing their data when they switched methodology to satellite shadow fleet tracking - i.e. "trust me bro" methodology. The company destroyed its credibility doing this.
Fico can see that Europe is on the brink of collapse. Time to hedge his bets. 🇸🇰
In February 2025 in Budapest, @JucheAffirmer, Hugo Martin and I made the case that France was in a pre-revolutionary state. Not because of migration per se but because of the material realities. We have been vindicated. Watch the video in the link in the first comment. 🇫🇷🔗👇
The OIL GLUT op now has zero beta. It cannot move the oil market at all. The credibility of all of these outlets has run out and the credibility of those who insisted on their credibility is shaky at best.
Kpler is publishing fake data again. The oil market isn’t even paying attention anymore. @Kpler have destroyed their own credibility for two weeks of headlines. Was it worth it guys? 🤡
⭕️ NEW: Middle East oil exports appear to have surpassed prewar levels despite escalating attacks on tankers in the Strait of Hormuz, according to Kpler data cited by the Wall Street Journal.
Regional oil shipments averaged more than 24 million barrels per day in the week through October 18, compared with 23.3 million before the U.S.-Israeli war on Iran began in February.
The report said the recovery has been made possible by the improvised shipping system, including tanker-to-tanker transfers in the Gulf of Oman, and expanded use of Saudi and Emirati pipelines bypassing Hormuz.
The Kpler chart below tracks Gulf and Gulf of Oman exports, excluding Red Sea shipments. Its latest 14 days of data remain subject to upward revision, but the seven-day average appears to have tagged 20 million barrels per day in regional exports.
