Editor note: My old X account was hacked and is now being used to send out pornographic images. Not only has X prevented me from recovering it (password was changed), but won’t even remove it. Accordingly I have a new X account that I am trying to rebuild. I am active there right now. It too is obviously throttled but is still up and my more loyal readers can follow me directly at @Winterwatch51
Following the margin call wipe out in Korea the authorities there have conducted “market” interventions. More than 1.2 million leveraged retail trading accounts in South Korea triggered margin calls with an estimated 320,000–360,000 accounts fully liquidated, per Goldman Sachs. This means around 3.4% of the adult population in South Korea has received margin calls.
— STOCK DUTY (@stock_duty) July 31, 2026
Rallies in bear markets are not unusual in themselves but this one has a real fantasist quality to it. This in turned has set off a rally in US and other “markets”.
This morning before the open the U.S. artificial bounce continues. However the cracks are apparent in “market” favorites like Apple. It seems Apple is no longer growing much while supporting an inflated valuation. This is another favorite of the momo crowd.
BREAKING: Apple stock, $AAPL, extends losses to -8% after reporting weaker than expected revenue guidance.
The stock has now erased -$390 billion in market cap in 60 minutes. pic.twitter.com/zMqa7E8dOQ
— The Kobeissi Letter (@KobeissiLetter) July 30, 2026
“Okay now give them one green day.
Make them believe the bottom is really in.
Lure them all into using margin.
And then fucking liquidate them all on Shabbat.” pic.twitter.com/sUGxQz1oCD
— retardedinvestor (@retard3dinvst0r) July 30, 2026
This is the AI revolution in a nutshell: – Only ~10% of the committed data center build outs are actually underway – Circular financing is being used to manufacture demand – Chinese models are cheaper with similar performance – Data centers are already waiting years for grid access – Gas turbine order books are beyond production capacity through 2030 – New transmission lines take ~7 years to build
Debt needs to be serviced now, and only Ponzi credit is on hand.
Iran blasted U.S bases in Jordan over the last few days. I am convinced Iran is trying to bait the U.S. into ground operations during the scorching months. ChatGPT tells me heat and humidity runs high in the region through to the end of September.
The US military is already stretched thin, rationing interceptors and stand off weaponry, and facing a defense industrial base paralyzed by supply chain issues. An invasion now would fulfil Iran’s geo-political and military goals, spike oil to unimageable heights, crash the U.S economy, and guarantee immediate Big Brain Trump regime political suicide.
Energy indicators on the reality versus fantasist front.
Fantasist front: Images just released of how the US rebuilt its hardened aircraft hangars in Jordan’s al-Muwaffaq Salti air base just 6 days ago and Iran already destroyed them again, suggesting they have real-time satellite surveillance now in their OODA loop.
Are “markets” are pricing in the conflict being concluded in Iran’s favor as a fait accompli, foregone conclusion? I would offer that this is extremely unlikely. This shit is hard to wrap one’s head around, but pull up a seat.
Cushing oil inventories are now in uncharted territory 18.599M barrels. SPR drawdowns end today. Between 12 and 20 million barrels per day remain disrupted with no clear end in sight. Paper ‘market” manipulation doesn’t create molecules.
The amounts of recent Treasury debt issuances is beyond shocking. Yields are being held in check through yet more “market” intervention and backdoor Weimar trickery and monetization.
The US National Debt has increased by over $400 billion since July 1st.
The Federal Government continues to borrow from our future to spend money like drunken sailors today.
Everything they said about “balancing the budget” was a lie.
Next stop: $40 trillion… pic.twitter.com/wja9D93wg1
— Charlie Bilello (@charliebilello) July 30, 2026
To my sensibilities it looks like it is the US Treasury that is being margin called.
The 30-year U.S. Treasury yield just hit 5.21%, its HIGHEST level in nearly 19 years pic.twitter.com/LQIPMXEKQi
— Wall St Engine (@wallstengine) July 29, 2026
40 trillion here, 40 trillion there, pretty soon you are talkin’ real money (think heavy New York accent)
Heavy (((Noo Yawk))) accent
Eschew dependencies
X/Twitter is a dependency, like sugar – or heroin, maybe
Elon knows the world depends upon X to get the word out, just like Zuck knows the world depends upon Facebook to get the word out
Elon and Zuck are digital drug dealers – and they know it, they deal in endorphins, influence, and, oh yeah, also information, but that’s just content – window dressing to make you look
Don’t be their content
Don’t trust their security, odds are pretty good the hack was an inside job – they aren’t protecting YOU, that’s for sure
Fact is, the word got out before Facebook or X existed or Elon or Zuck were even alive
Print stickers, set up a POB, offer a sticker to every uniquely addressed SASE you get, outsource the whole operation to another state for OPSEC – word will get out
Build a physical mailing list – it might prove useful in the future, when the Internet is down
Blaze a path and others will follow, everyone is in the same boat and they all hate depending on Elon, Zuck, and Donnie, too
Every person you get to switch to RSS is one less person who needs to go to a digital watering hole like X or Facebook
People with their own sites like you are the future – stay strong
More info: https://salanave-runyon.org/herbie.html
I don’t use X as a watering hole. I have a set network of people I draw from and interact with who are readily available there.
yes, we know the sky is falling !! but when ! i need to get my gtfo of dodge farm setup and cash in my overpriced house in dc’s shadow and deadlines help me focus
You should GTFO asap, walk away from the house if you have to. Once you except the fallacy of fake money, worthless credit and it’s ratings and operate strictly on physical assets, living a simple life becomes simple and survival becomes second nature as you do it everyday.