This is a hilarious commentary on the US/Israeli war with Iran:

"God is a comedian":

https://no01.substack.com/p/march-19-21-god-is-a-comedian

March, 19-21: God is a comedian

A stiff drink is recommended

Gold and Geopolitics
@bontchev pity it's on substack. I might have read it otherwise

@sortius @bontchev

It was a fun read. Well written.
It's however surprising how USA could loose any war it planned...

How worldwide ammunition can be depleted in 15days?
How Iran tariffs on their sea could not be foreseen?

I thus doubt a lot of the story told to us.
This is war against China for me and it starts with taking over oil production.

Everything is done to bring EU and more into the battle which they will if not acting is oil raise.

@tuxicoman @bontchev yeh, but I'm not even going to read what you wrote, because Substack platform people who want to kill me and my people.

I don't platform Nazis, even vicariously

@tuxicoman @bontchev you have assumed that the US has a functioning administration. It is rapidly becoming apparent that this is not the case.

At least in 2016 there was some semblance of normality, now the lunatics have not only taken over the asylum, they’re making the asylum staff do their bidding.

@durandal @tuxicoman @bontchev
The administration is functioning exactly as intended by its puppet master.

@tuxicoman
The problem with these interceptor missiles is they're tactical. You're not supposed to make them your entire strategy, as Trump seems to have.

The USA is well practiced at losing wars because they think they're unbeatable. All Iran has to do to win at this point is survive.

Unless the worst happens and Israel (which will be facing the same shortages in iron dome) decides to launch a nuke.
@sortius @bontchev

@tony @tuxicoman @sortius @bontchev And they are meant as a defense against bigger missiles and serious weaponry, not against drones that cost a fraction of their price
@sortius @bontchev yeah, it's just a sign people want engagement at any cost. No thanks.
@bontchev …humor might be the only thing left, since the world is carreening down the highway to WWIII and the driver seems insane, …and drunk, …and malicious, …and lost.

RE: https://infosec.exchange/@bontchev/116271481696841313

@bontchev "It is a well-established fact that the universe has a sense of humour.

It is an equally well-established fact that the best response to the universe's sense of humour is a stiff drink, a comfortable chair, and the quiet confidence that eventually, even the universe runs out of material.

Hopefully."

@bontchev love the article! Sharing it with my friends.

@bontchev
A unique voice - an extract: “QatarEnergy declared force majeure. Two of 14 LNG trains damaged, one of two gas-to-liquids facilities hit, 12.8 million tonnes per year offline, 17% of Qatar’s export capacity gone, $20 billion in annual revenue evaporated, repair timeline of three to five years. And because the universe’s sense of humour remains fully operational: Exxon holds 34% of Train S4 and 30% of Train S6. An American oil major took a direct missile hit from a war America started. The insurer’s phone must be making fascinating noises.”

#USPol #QatarEnergy #LNGFacilities #Qatar #Exxon #Iran

@bontchev

this is very well written

@bontchev
at 12:03 PM, President Trump told reporters he wanted a ceasefire with Iran. At 12:05 he declared victory. At 12:07 he announced he was sending Marines. At 12:08 he said no boots on the ground. At 12:11 he said he did not want a ceasefire. At 12:16 he declared victory again. At 12:17 he asked for a ceasefire. At 12:23 he told NATO they were cowards. At 12:29 he said Iran was begging for a ceasefire.

1/2

@bontchev

At 12:31 he said everything was perfect. At 12:36 he said $500 oil was a good thing. At 12:37 he demanded Iran open Hormuz. At 12:39 he said Hormuz was never closed. At 12:41 he said the US was not at war with Iran. At 12:42 he declared victory in Iran.

2/2

@SeanPLynch @bontchev makes me think about all the “fine people” who’ve made fistfuls of money off the market over the last year by hanging off of dear leader’s every word. That train ride is also coming to its end.
@SeanPLynch
Is Trump insane or just playing with words?
@bontchev 🔥🔥🔥 “On the other end of all this, sits Iran’s Foreign Minister Araghchi, who is not answering texts from US envoy Steve Witkoff. And why would he? The last Iranian official who engaged in negotiations was Ali Larijani, head of the Supreme National Security Council. Israel killed him. […] You are assassinating everyone with the authority to negotiate and then complaining, with what appears to be genuine bewilderment, that nobody will negotiate.”.
@bontchev This was brilliant, thanks for sharing.

@bontchev

I can't get through the article because I keep having to stop to wrap my brain around what I just read, like:

"This week, the US Treasury lifted all oil sanctions on Iran. For 30 days. 140 million barrels of Iranian crude, sitting on ships at sea, may now be sold freely on the global market. Including to the United States itself.

In yuan."

At least Iran gets it's money. We simply stole Venezuela's oil. But, I don't get it. Why is the US paying this time?
Oh, wait-Out of vessels

@Edelruth No, that's not the problem. The USA doesn't need Iran's oil - the USA is net positive oil producer.

But oil is fungible. If the price of oil jumps because the rest of the world isn't getting the oil that normally passes through the straight of Hormuz, it means that the price of oil jumps in the USA, too, leading to higher prices of gas, and everything else, thus inflation there, which is bad for the ruling party. Thus, Trump is seeking to alleviate the upward pressure on the oil markets, despite the USA not needing the oil.

@bontchev @Edelruth Oil is fungible-ish. Refineries are built for specific grades and require extensive refitting to switch. More seriously though, everything America imports is made from oil in some way - so if oil goes up outside the US, the cost of all imports goes up, so inflation goes up a great deal, and this time Trump can't blame it on Biden. Though I'm sure he will try.
@bontchev ok but hear me out, there’s this old guy, Maverick, who knows how to sneakily get through sticky situations just like this one, and he’s totally handsome and fit as a 63-year old who often does his own insane stunts and lives to tell about it, why can’t we get that guy to lead a bit of a mission on it?

@bontchev

I don't know about you, but the structure in this map is exceptionally reminiscent of a colon and a rectuum in a constipation comercial, Pollips and all.

@bontchev

Funny 😄 but true 🙀

I would send it to my maga friends if:

1. I had any maga friends and
2. Maga knew how to read

@bontchev

well written, but to the author: please find something else to host the blog on other than Substack which makes money off of literal Nazi content

@bontchev you might want to check out https://leavesubstack.com/
You Should Probably Leave Substack

You should probably leave Substack. Here’s why and how.

How to Leave Substack.

@dasgrueneblatt If I wasn't reading stuff just because it is posted on Substack, I wouldn't have noticed this article.

I'm not the author of the article, BTW. If you think that he should have posted it elsewhere, you should contact him directly.

@bontchev Fair. But everybody needs to tell everybody on Substack all the time that they need to leave now and how to do it. All this "but the content is so good" is laughable. It's text and images with subscriptions. It can be done somewhere else.

@bontchev

Seriously,Trump? Can't quit the hustle, even now:

"The entire post-1973 petrodollar deal was simple: Gulf sells oil in dollars, America provides the security umbrella. The umbrella is on fire. The refineries are on fire. And according to an Omani journalist on BBC Arabic, Trump has sent an invoice: $5 trillion to continue the war, $2.5 trillion to stop it. The petrodollar was already the payment. This is double-billing for a service that is visibly, combustibly, failing."

@bontchev

I'm settling in to read their entire substack since Feb 28.

@Edelruth Yeah, his covering of the war on Iran is great (although nothing matches this particular article). He normally posts about the financial markets (and precious metals in particular), though - which I'm not that much interested in these days.
@bontchev We are witnessing the Death of Reason in real time.
@bontchev This is a fantastic post.

@bontchev I can only imagine that if Iran actually managed to sink the Tripoli it would end badly for not just the ship, but everyone else too: The deaths of so many Americans would rally American moral and give Trump justification to escalate into full carpet-bomb-their-cities scale war.

I'm not entirely ruling out the possibility he'll decide that the fastest way to end the conflict is a nuclear strike on Tehran.

@Qybat @bontchev I’d give it a 50/50 chance. He’s been wanting to nuke something since his first term.