We are under attack

For the record: This Sunday morning there were two alarm calls.Hezbollah was bombing our area. 

Sleeping and doing nothing

 After the family dinner, I took 40 mg of Valium by mistake and slept happily until midday. It was a very quiet Sabbath. I watched the Judge and Mearsheimer predict once more Ukraine's imminent collapse. Now, I am trying to do some work. But no, I cannot avoid wasting time on the net.

Doing "nothing" is very important. For example, what to do with this quotation from Goldman Sachs:  Jensen Huang’s prediction of a trillion dollars of computing capacity waiting for an upgrade. It is a very big market opportunity. Maybe INTEL will get a nice portion of it. INTEL is very cheap -- today.INTC ranks 4th on our list of Goldman Sachs' top growth investors.

Intel Corporation (NASDAQ:INTC) is the beleaguered American chip manufacturing giant that has been one of the biggest stock stories of 2024 and for all the wrong reasons. Intel Corporation (NASDAQ:INTC)’s decision to suspend dividends and lay off thousands of employees earlier this year decimated investor sentiment. The firm is currently focusing on developing the 18A chip manufacturing node through which it aims to take process leadership away from the Taiwan Semiconductor Manufacturing Company (TSMC) and cater to the growing chip needs of the biggest companies in the world. 18A is dead at the center of Intel Corporation (NASDAQ:INTC)’s hypothesis, and the stock will respond based on developments regarding the technology’s execution milestones. Intel Corporation (NASDAQ:INTC)’s contract manufacturing subsidiary is another key part of its story, but since it was made into a subsidiary earlier, its impact is less pronounced.

HaAretz

 
Friday double edition of this fishwrap and not a word of foreign news. Totally obsessed with BiBi. My wife does not want to buy another paper. She loves its kitchen pages.

Pic: Guideon Levy, of HaAretz. A self-hating destructive Jew.

Bombs from Space

Russia just sent a strong message to Europe and the US. His weapons are not only dissuasive but actually deployed in war. Russia feels menaced to the point that they are trying to break up and destroy it. On CNN I saw multiple (4 -5) explosions coming very fast in a vertical trajectory. The background is the city of Dniepr. Little explosive power.

The RS-26 is powered by a sophisticated three-stage solid-propellant engine. The first stage delivers a high-thrust boost, propelling the missile out of the atmosphere and minimizing its exposure to early-stage interception attempts. The second stage sustains acceleration, optimizing the missile’s trajectory for long-range flight and maintaining speed to avoid mid-course interception.

• The third stage plays a critical role in terminal maneuverability. Unlike conventional solid-fuel systems, the RS-26’s terminal stage may incorporate a liquid-fueled component, particularly when equipped with maneuverable warheads or the Avangard glide vehicle. This configuration provides enhanced control during the reentry phase, allowing the missile to adjust its trajectory to evade advanced missile defense systems and achieve high accuracy. The missile’s propulsion system enables a demonstrated range of approximately 5,800 kilometers. Its terminal speed exceeds Mach 20, translating to over 24,500 kilometers per hour. This extraordinary speed, combined with its maneuverable payload options, ensures the RS-26’s effectiveness in penetrating heavily defended airspace.

• 
  

  The RS-26 Rubezh is designed for both strategic nuclear deterrence and high-precision strikes on critical infrastructure and hardened military targets. Its road-mobile platform allows it to be deployed rapidly and unpredictably, significantly complicating adversary targeting efforts.

  With a maximum range of approximately 5,800 kilometers, the RS-26 can target locations across Europe, Asia, and parts of North America. The missile’s MIRV capabilities make it effective against multiple targets in a single mission, while its advanced counter-defense measures and optional Avangard glide vehicle payload enable it to defeat even the most sophisticated missile defense systems.

• "If true this will be totally unprecedented and the first actual military use of ICBM. Not that it makes a lot of sense given their price and precision," Andrey Baklitskiy of the U.N. Institute for Disarmament Research posted on X.

They were right

At Trump's first election, German papers aggressively opposed him, describing him as psychotic and dangerous. Der Spiegel wrote in 2018: "Under the will-o'-the-wisp Donald Trump, the world has become a dangerous place." At that time, America had a large foreign exchange deficit, mostly with Germany and less with China. Trump observed that America was being bled by Germany while Germany was not paying for its defense. Germany, now I realize, was fearing Trump, and it appears, rightly.

According to the Economist, German industry today is bankrupt, its exports are falling and the Ukraine war has driven it into a direct conflict with Russia. Germany is in a bad corner and desperate. They had a reason to fear Trump. 

Now there are the millions of illegal immigrants in America who are trembling.  

ICL

 My favorite share was ICL, the Israeli Chemical (Potash) mine in the Dead Sea. The company advertises itself as a specialty chemicals factory; the potash business is now a sideline. All in all, I am losing 37% in many years of holding it. Something happened that I am unaware of. Pic The manager of this disgrace. 

Chancay - Shanghai

 

The Chancay Port project is a collaborative project between China and Peru under the Belt and Road Initiative. Located in the Chancay district of the province of Huaral, Peru, the port is approximately 80 kilometers from the capital, Lima.
 
Chancay Port is positioned as Peru’s gateway port and regional hub, connected by a tunnel to the Pan-American Highway, directly linking it to the capital Lima. This enables goods to conveniently reach Peru and other Latin American countries, significantly enhancing trade efficiency.

China is building for the next hundred years.

 The Grey Wolf is a quadruped robot armed with an automatic weapon. China is serious.