‘I feel very strongly that this is the last chance to grow ourselves out of this’ — Scott Bessent

Trump’s new Treasury Secretary Scott Bessent:  

“We are going to decide whether we are going to grow our way out of this debt burden, and I think we can, through deregulation, energy independence & dominance in the US, and a growth mindset. I feel very strongly that this is the last chance to grow ourselves out of this.”

Sounds great for future America but not for risk assets overall… Say bye bye to deficit and gov spending that created this decades long enormous bubble.

There will be a transition period which may take year(s) and risk assets will suffer greatly. Undoing decades long policy mistakes will have a price. And remember outliers revert with velocity.

Did market know what was coming ?  I absolutely think so. Otherwise why growth stocks would suffer since Trump’s lead in polls.  

You see, Bessent talks about bringing growth back but ironically growth stocks are underperforming. Why? Because the market knows that without deficit spending, bubble will burst. And as always hot money / smart money is now leaving high beta growth names  before major market turn. They always lead.  

While I have doubts that Trump administration and new Treasury Secretary do as they say, if they do, it will be great for the future America but during the transition period, the  bubble will burst with velocity.

link

Parallels: JFK, RFK, 9/11

In her 1882 book A Sister’s Memoir, Asia Booth Clarke, sister to the assassin of America’s 16th president, wrote that her father Junius Booth attended synagogue and was considered Jewish:

“In the synagogue, he was known as a Jew, because he conversed with rabbis…and joined their worship in the Hebraic tongue. He read the Talmud, also, and strictly adhered to…its laws.”

Mrs. Clarke wasn’t the only member of the family to make this claim; her older brother Edwin Booth, also reportedly told Rabbi Isaac Mayer Wise that their father was Jewish. (See: Forward, Apr. 3, 2015)

How many Americans are aware that the Jewish Secretary of the Confederate States, Judah P. Benjamin, was a close confidant of both John Surratt — a man accused of plotting Lincoln’s murder in partnership with John Wilkes Booth — and the Rothschild family of Europe? Surratt was Benjamin’s most trusted courier; his mother was implicated in the plot to kill Lincoln and was hanged.

When Booth’s belongings were searched by Union troops on April 15, 1865, a cipher was found at the bottom of a trunk that was identical to the official Confederate ciphers found by U.S. Asst. Secretary of War Charles Dana in the offices of Judah P. Benjamin just one week earlier. At the trial of the conspirators, the cipher was entered into evidence as Exhibit 7. Benjamin fled to England before the trial and lived out his days as an affluent lawyer, suspected by some of having looted the Confederate treasury before he escaped.

Every time a deep investigative dive is done into history’s most world-altering events it seems a unique group of conspirators turn up in disproportionately large numbers. Could this be merely coincidence, or does it signify something much more sinister? In this article I will examine three of the most earth-shaking events of the modern era — namely the assassinations of John and Robert Kennedy, and the terror attacks of 9/11 — and expose the hidden hand that mainstream investigators dare not name.

…The 1960s were a time when the CIA’s MK-Ultra program just so happened to be working on creating mind controlled assassins via hypnosis. Most Americans aren’t aware of how overtly Jewish the MK-Ultra program was. Directed by Hungarian Jew Sidney Gottlieb, almost all of the Agency’s prominent mind-control experts were Jews, including: Louis Jolyon West, John Gittinger, Harold Abramson, Harris Isbell, Ray Treichler, James Keehner, Charles Geschickter, Eugene Saenger, Lauretta Bender, Chester Southam, Albert Kligman and Robert Lashbrook.

…At midnight on June 6, 1968, a seriously bewildered Sirhan Sirhan was allowed to loiter in the kitchen service pantry of the Ambassador Hotel for a half hour with an eight-round revolver in his pocket while Robert Kennedy gave a speech in the adjacent room. (13 shots were later accounted for.) It was an odd place to wait as Bobby Kennedy usually walked through his crowd of supporters after concluding his speeches and there was no plan to lead him through the kitchen. However, on this night, according to a campaign volunteer who was present at the scene, Robert’s Press Secretary Frank Mankiewicz insisted he go through the kitchen where Sirhan lay in wait. Frank Mankiewicz just so happened to begin his career “as civil rights director for the western branch of the Anti-Defamation League of B’nai B’rith,” as he mentions in his autobiography.

link

Russia has unveiled a new weapon system as a warning to Ukraine and the West — Scott Ritter

Russia has apparently launched a single RS-26 Rubezh road mobile missile against a target in Dnipro, Ukraine (Dnipropetrovsk).

According to Ukrainian authorities, the missile struck an unnamed industrial enterprise.

Dnipro is home to the Pivdenmash (former Yuzhmash) missile production facility.

Analysis of imagery of the attack indicates the RS-26 carried six independent warheads, each in turn deploying several submunitions. This warhead package is exclusively for conventional attack.

Russia had not been previously assessed to outfit the RS-26 with a warhead of this design.

By unveiling the conventionally armed RS-26, Russia is changing the qualitative nature of the conflict, something promised by President Vladimir Putin.

Ukraine and its Western allies must now evaluate the destructive potential of this weapon, and understand that Russia can deliver this warhead to any target in Ukraine or Europe knowing there is no defense against it.

link

Some differences between women and men

This conclusion reaches into many other forms of work and endeavor. Academia is now filled with cucked women and the cucked men who can bear being around them. There is something like a 15% difference in several basic instincts between men and women. For example, women are more meticulous and capable with babies and this makes them also more neurotic. Apply the 15% on both sides to yield a ballpark 30% difference, which is deeply significant. For war and fighting, men are better at it physically, instinctually, mentally, and in how they bond in battle. Just these two basic instincts taken together reveal why men are better at taking care of their civilizations, their tribes, their nations. It also reveals why so much lefty politics is bonkers from a man’s point of view. I have heard that virtually all mental healthcare professionals are aware that 90% of their clients are lefties. This kind of reasoning is based on pattern recognition. It can be denied and/or fudged, but it is also obvious. It also obviously applies to races and ethnicities. The concomitant human instinctual susceptibility to brainwashing explains why so many fail to reckon with these obvious basic truths. Brainwashing is a weapon used in savage warfare to make you surrender your own assessment of reality for someone else’s and thereby accept total defeat. ABN

Tom Luongo on ‘Biden’s decision’ to allow Ukraine missile strikes in Russia

Could be, who knows? Maybe the people at the top know or think they do. These are super elite comitatus KOBK decisions that have nothing to do with anyone but them. Putin knows this and is probably assessing Russia’s best assessment of who actually controls the West and who actually made the decision to use the missiles. Is it to keep Trump from becoming president or is it to prepare Russia for a Trump presidency with some hard facts in the air? ABN

COVID Democide Rages On Amidst The Political Circus! Sudden Kidney Failures Are Spiking As The Latest Hospital Horror. Live Exclusive With Researcher John Beaudoin

This interview sprawls and loses focus. Beaudoin talks about himself too much. He has done good work and has very good info on kidney failure and other perverse hospital incentives, but you have to jump around to find it. He would do well to greatly reduce material about himself and stick to his research findings in a brief and well-organized way. I mean this as friendly constructive criticism and definitely do not want to discourage him from the excellent work he has been doing. Most of us are not watching videos like this for the speakers personalities but for the information they have uncovered. ABN

Navigating the Fiscal Storm: A New Course for U.S. National Defense — Douglas Macgregor

This paper argues for: leverage change to build new, better forces for the 21st century, allowing for deep spending cuts of \$400-500 billion. This approach enhances the U.S. military’s competitive advantage in future warfare and improves American national security by ending open-ended interventions without attainable political-military objectives. Assuming Congress acts wisely, the resulting annualized savings can both pay down the national debt and reorient U.S. military power to new forms of warfare.

Grand Strategy and New Thinking

Grand strategy, if it exists at all, consists of avoiding conflict, not starting wars. New thinking in defense and foreign policy prioritizes diplomacy and peaceful cooperation over military power. None of America’s potential opponents, except those with nuclear weapons, pose a direct threat to the American homeland. If international terrorism and criminality remain threats, then border security and tightly controlled immigration should be the top priority in national security.

Senior military leaders and their services cannot be expected to reform themselves and fundamentally change the military status quo—a World War II/Cold War structure that is expensive, single-service focused, and vulnerable to weapons of mass destruction. Peter Drucker, when asked how to change a large business enterprise, answered, “If you want something new, you must stop doing something old. People in any organization are always attached to the obsolete.”

In line with Drucker’s guidance, the incoming President must implement a new national military strategy that diverges sharply from the last 30 years. This strategy must scale back America’s forward presence, mandate adaptation to new forms of warfare, and address the requirement to retain and develop America’s best human capital in uniform.

link

Douglas Macgregor: Looking at Trump’s Cabinet Picks – Not Sure about his Foreign Policy Vision

UPDATE: Macgregor describes Trump’s cabinet nominees as: ‘Elite capture. There is nothing more reliable than a man who can be bought for cold, hard cash. All of these people have been bought and paid for. There have been investments for twenty years, ranging into 100s of millions maybe billions of dollars by Israel and its agents in the United States to drive us into war against Iran. Now, they are positioned to finally get what they want’. ABN

UPDATE: Maybe I am clutching at straws, but it could also be that Trump’s many pro-Israel nominees are also the best people to say no to Netanyahu, no to war with Iran. ABN

‘It’s a BIOWEAPON’ — Dr Peter McCullough on the covid vaxxes

This is the obvious conclusion. I have been saying it all along and am glad to hear McCullough say it so clearly today. The plandemic was anti-science PCR test fakery coupled with sophisticated scientific mind-control leading to worldwide administration of the bioweapon vax, especially in the West and by extension allies of the West. So, who did it? All we know is ultimate responsibility for it resides high up in the comitatus that controls DOD and NSA. We know it’s up there somewhere but who or what is ultimately in control is not knowable to anyone but them. It strongly appears to have been an attack on the West and Western allies, but who would do that? I do not know the answer to that question but I do know that that question is the most important question for us to answer. The answer to who did it is probably the same or close to the answer to who is bringing so many illegal military age men into the West? Who is working so hard and so consistently in the same direction — to destroy every last bit of Western civilization? One probable motive for this attack is hatred and fear. The other is total control through annihilation. If we assess the probability that this is what is happening and plot that probability against how serious this attack is, we must conclude that the probability that it is a deliberate attack is very high and that the seriousness of the attack is even higher. ABN