Motivation

 

Large Concentration of Assets

 

America is concentrating an immense number of carrier strike groups, warplanes, refueling airplanes, and whatnot. I think there has never been such a military force in the Middle East theater. 

President Trump is negotiating with the Ayatollah's regime, and this force is his card. On the other hand, the very concentration of forces irradiates a menace on every other player in the Middle East, including, I fear, Israel too. You don't play with Trump. 

The pic is my daughter and Ivry. Birthday. 

Below: The George Washington carrier. 450 ft long. In the Arab/Persian Gulf. CENTCOM Commander Brad Cooper is in Israel

At the Brink of Wars

" It's now happening. The existing fiat monetary order, the domestic political order, and the international geopolitical order are all breaking down, so we are at the brink of wars. It all is happening because of the Big Cycle that is driven by the five big forces" (sic) as described by Roy Dalio. I bought his book, with many case studies, studied them, but I didn't think I could use them.

23-1-26

 
A day when I did absolutely nothing.

Donald, Es Reicht!

Donald, It is Enough! Knock it off! The Germans are afraid. Instead of the generous American uncle protecting them, they find themselves divided and unprepared for the real world.

The post-WWII era has ended. Cruel destiny is sending on them - on all of us - a prolonged conflictive era.  Like the 25 years Pelopponesian War. 

jetzt reicht es mir aber!

                        that's the last straw!

'Well, well, well...

 
Several studies have shown that, on average, leftists suffer more mental illness.

According to data from 29 European countries, the same is true for physical health: The more right-wing you are, the healthier you are.

Winter Reflexions

 It is cold, about 9 degrees Celsius, and my wife opposes air conditioning because we have a 5 HP conditioner for the whole apartment, while normally we only use one room. My skin is transparent like wax paper, and my veins are visible. 

Musk says that intelligence will have little advantage in the future, and it will be measured in Joules. Fortunately, I'll not be there to see. 

BTW, A joule (J) is the standard SI unit of energy, work, or heat, defined as the energy. Joule was a self-educated British physicist who established the concept of energy:

1 Joule [J] = 1 Watt-second [Ws] = 1 V A s = 1 N m = 1 kg m2s−2.

Joule was the first to measure energy and demonstrated that it can be transferred, but it is always conserved. 

I watched Rabbi Menachem Goldberg, and "he" is very convincing. It is an AI-made reel, obvious to any Jew because of the unreal synagogue background. It is publicity for a self-help book or something. 

Bart Ehrman's lecture on understanding the Bible is excellent. Well structured. It makes one reflect on how very smart Jews spend their whole life studying this complicated nonsense and following absurd laws that are not even in the book. And they say they believe every word of it. Believing makes it easier to live. 

Enigma

Why are construction and developer companies' shares falling in TASE? 

Also Sprach Denis

 

P.D. Mangan Health & Freedom Maximalist 

@Mangan150

·

16h

Sell your losers and let your winners ride.

Peak Readiness in Israel

“We are operating at peak readiness for a wide range of scenarios."

According to the IDF Spokesman, readiness has been reinforced across all fronts. “In recent weeks, we have strengthened capabilities and increased readiness along all borders." 

We can see it in the streets. People are looking to Trump to decide on Ayatollah Ali. 

Zalaegerszeg

 

My family escaped from Hungary during the winter of 1956. We took a train to a frontier town, Zalaegerszeg, and at midnight we walked to the Austrian side. It was dangerous. In Kaisersteinbrück, we were received by Austrians with hot chocolate, the first time in my life.  

This week, after 80-something years, local Jews re-established the community and received a Torah Scroll from the Budapest community.  

El Auja Beduins Moving Out

The Ras El Auja Beduin encampment is being vacated. El Auja (the meandering) is an important wadi (creek) in Eastern Samaria, the dry side of the Samarian hills. It had been occupied by nomadic Bedouins, who were primarily based on sheep and goat herding. After two or three years of peaceful pressure (and discrete payments), they are vacating the land. The strategy was to outcompete the nomads by herding animals that pastured on the same miserable grass. Courageous boys on mules kept these herds till the nomads decided to pack and move to greener pastures. 

 

Feints

 

Last night

 The US signaled an imminent attack, triggering full Iranian mobilization. 

 The Gain: Critical intel on radar sites, defense protocols, and leadership locations.

 

 Prediction: The US will use these insights to perfect its actual strike plan (will take another few days). 

The Armchair General: Feinting has taken on new dimensions with cyber warfare, where hackers and state-sponsored actors employ feints to divert attention from their true targets or mislead defenders into taking defensive measures that are ultimately futile. The feint remains a fundamental component of military strategy, exploiting the enemy's natural desire to respond to perceived threats and creating opportunities for decisive action elsewhere on the battlefield.

World Battle for Oil

 Venezuela holds the world’s largest proven reserves. Under Maduro and sanctions, production collapsed from roughly three million barrels per day to under 800,000. The removal of Maduro and the installation of an American-aligned successor government opens the possibility of Venezuelan production rehabilitation at scale—a massive supply injection, sold at steep discounts to rebuild market shares, into a market already suffering from fears of oversupply and price volatility. Iran presents the same logic at an even greater magnitude. If the Islamic Republic falls amid the current protest wave and a successor regime normalizes with the West, Iranian production could return to four million barrels per day or more without sanctions constraints. Taken together, the normalization of both Venezuelan and Iranian output would structurally undermine OPEC+ leverage and place sustained downward pressure on prices, precisely when Saudi Arabia needs elevated revenues to fund its ambitious projects, which are already struggling, and defend its regional position in a time of intensified competition.

Saudi Arabia simply wants Iranian oil out of Western markets. A pariah Iran under sanctions is a gift to Saudi market share and pricing power. The current developments pose a long-term threat to oil rents, which makes Saudi Arabia's regional strategy possible in the first place. The Saudi pivot is also a hedge against an American-led reordering of global energy markets that Riyadh cannot predict or control.

Corolarium: If Trump liberates Venezuelan and Iranian oil, Saudia will suffer. Russia will suffer. American producers will suffer. Oil is very cheap these days. Cherchez la femme!

More Jewish Redheads Coming

The Nefesh b'Nefesh program is recruiting more Jewish redhead girls. I have two red granddaughters to make them feel at home in Israel. 

Iran Today

 
German Chancellor Friedrich Merz stated that he believed the Iranian government would fall.

"I assume that we are now witnessing the final days and weeks of this regime," he said, adding that if it had to maintain power through violence, "it is effectively at its end".

Investing in Europe

Michael A. Arouet

@MichaelAArouet

·

2h

House prices in the EU are no longer supported by rents. Given the demographic crisis Europe is heading into, one‘d have to be crazy to invest in residential real estate there. Many properties will become vacant and worthless.

So it looks. But also in America:

@atxREpodcast

Example of crazy regs: Have a house under construction in both the Austin and Travis County jurisdictions. So both City and County want to review and inspect. Austin - 12 active permits Travis Co - 3 active permits So, 15 permits to build a single home. And about 40 inspections.