C aa C
140.3K posts
@__caac__
La VÉRITÉ VItalE ne passe pas par 4 CHEMINs Appelons un chat un chat, et le Klan des Suprêmes Roublards "THE BigMafia" https://t.co/ry3iuC2bTT
🚨ALERTE INFO Joe Kent, ancien agent de la cia et ancien directeur de la lutte antiterroriste, réaffirme dans un entretien : « Les États-Unis ont armé Al-Qaïda, créé l'EI, et déployé un réseau terroriste mondial, uniquement pour renverser Assad et protéger Israël. »
COLUMN: Iran’s strategy is by now clear: Impose an intolerable economic cost on President Trump. One of the last lines of defence is a couple of oil pipelines offerign a partial (**emphasis on partial**) bypass of the Strait of Hormuz. Link: bloomberg.com/opinion/articl… @Opinion
“The Republicans will fix it this time” “The Democrats will fix it this time”
Many are attributing the fall in precious metals to rising real interest rates. That's wrong. Real rates (red) have fallen. The rise in nominal interest rates (black) is all about break-even inflation (blue) rising. That's fundamentally good for gold... robinjbrooks.substack.com/p/why-have-pre…
🇺🇸⚠️🇮🇷 ALERTE INFO : Seuls 7 % des Américains sont favorables à une invasion terrestre en Iran.
JUST IN: Iran just threatened to cut the undersea internet cables running through the Strait of Hormuz and the Red Sea. Ninety-five to ninety-seven percent of global internet traffic does not travel by satellite. It travels through physical glass fibres buried one to two metres beneath the seabed. Your bank transfers. Your stock trades. Your cloud computing. The data flows connecting every financial market on earth to every other financial market. All of it runs through cables laid across the same shallow waters where the IRGC is currently operating a selective toll regime and collecting yuan for passage. The cables at risk per TeleGeography: FALCON, Gulf Bridge International, Europe India Gateway, SEA-ME-WE 6, AAE-1, and FLAG in the Hormuz corridor. EIG, AAE-1, Seacom, SMW-4, SMW-5, SMW-6, IMEWE, and 2Africa Pearls in the Red Sea. These are not obscure regional links. They are the backbone of global digital commerce connecting Asia, Europe, the Middle East, and Africa. The IRGC stated on March 28: “Critical infrastructure in Hormuz and Red Sea will not be spared if aggression continues.” No cable has been cut. Google and Meta have activated contingency rerouting. The threat is credible as asymmetric signaling but execution is high-risk and likely a bluff. Here is why. In 2008, eight cables were severed off the Egyptian coast. Seventy to eighty percent of Middle East-to-Europe traffic went dark. Repairs took three to eight weeks. In 2024, Houthi-related anchor drags in the Red Sea damaged four cables. Repairs took months. Both incidents were almost certainly accidental. Deliberate state-sponsored cable sabotage at scale has never been executed because the consequences are mutually destructive: Iran’s own connectivity depends on these same cables, and any confirmed cut would trigger immediate US, UK, and French naval retaliation from fleets already in theatre. But the threat itself is the weapon. Cable operators are rerouting. Rerouting costs money. Insurance on cable infrastructure is repricing. Every institution that relies on sub-40-millisecond latency between Asian and European financial centres is now running contingency scenarios that did not exist 28 days ago. The threat creates friction in the global financial plumbing without requiring a single fibre to be severed. And the beneficiary of the threat is sitting on a Trump-Modi phone call discussing Starlink India approval. Starlink’s LEO constellation of over 9,500 satellites provides resilient broadband via phased-array terminals that electronically steer narrow beams to avoid jamming. Iran has deployed GPS spoofing and RF noise against Starlink since January. Packet loss spiked to 30 to 80 percent. Starlink countered with firmware updates and beamforming nulls that reduced loss to usable levels. The arms race is real but Starlink is winning it. Starlink Maritime is already deployed on tankers rerouting around the Hormuz corridor. Major shipping lines are equipping vessels with flat-panel terminals delivering 100 to 220 megabits per second at 20 to 40 milliseconds latency. SpaceX is reportedly filing its IPO prospectus this week per Bloomberg, Reuters, and The Information, targeting a $1.5 to $1.75 trillion valuation in June. Filing into a war where the alternative to his product is glass fibres buried in contested seabed. The same strait carrying 20 percent of the world’s oil, 20 percent of its LNG, and one-third of its helium also carries 95 percent of the world’s data. Oil. Gas. Helium. Semiconductors. Fertilizer. Internet traffic. Yuan tolls. All flowing through or over 39 kilometres of water between Iran and Oman. One chokepoint. Every domain. The market has not priced the convergence. open.substack.com/pub/shanakaans…
🇺🇦🇸🇦⚡️Zelensky est arrivé en Arabie saoudite et a déclaré que des « réunions importantes » étaient attendues.
Absolute disaster for the Pentagon. Iranian missiles just wiped out multiple US refueling aircraft at Prince Sultan Air Base in Saudi Arabia and struck the main US logistics hub in Kuwait. American forces are literally scrambling into reinforced bunkers. The US is defenseless.
