Ian Welsh

The horizon is not so far as we can see, but as far as we can imagine

Information Overlord: Houthis Roll, Hegseth Bumbles, AI Doomer Hype, Lots of Music Talk

Nat Wilson Turner = Information Overlord = Flames Up = Phones Out = No Sense of Urgency

From me this week as Nat Wilson Turner

This week at Naked Capitalism I pulled a shift covering the Iran War and tried to connect the dots between Pete Hegseth’s Department of War and what’s going on with Meta and OpenAI.

I also continued my “Joe Biden’s Three Genocides in Four Years” series with the first installment of the Ukraine debacle.

More of what I wrote and recorded for The MMA Draw and The Let It Roll Podcast is at the bottom of this post but I wanted to feature the news links and think pieces.

What I’m Reading and Watching

The Iran War

  • The Iran War Has Just Had A Major Phase ChangeIan Welsh. On the interceptor math: the US runs out long before Iran does if Iran chooses to go all out, and hitting only three or four tankers a day was a choice rather than a ceiling.

“As I said day one of the war, the math is on Iran’s side: the US will run out of interceptors long before Iran if Iran chooses to go all out.”

Empire, and what it remembers

The AI trade

The AI Doomers really had their moment this week. I hope y’all know most of that crap is as overblown as the hype.

Money

What the heck is going on with the bond market, private equity, etc

 

Ansar-Allah’s Blitz Likely To Reduce Saudi Oil Exports To Near Zero

The picture above is from an Ansar-Allah (Houthi) strike on Saudi Arabia’s East-West pipeline. That and the Red Sea are how they were getting around the Iranian blockade.

About the Red Sea:

Yemen appears to have captured four islands plus the West coast of Yemen, most of which they didn’t previously control. This is… remarkable… because they have no navy, no airforce and one of the islands had an air base.

Meanwhile, they completely routed Saudi mercenary forces, capturing vast amounts of land in thirty six hours:

Saudi (and a few UAE proxies) were routed. They basically fled on contact. This is what happens when merecenaries go up against real troops, and the US isn’t there to help. Saudi Arabia has a huge air force, but it appears to have done basically nothing. (It’s an open secret that the Saudi military is a complete joke.)

MBS begged Trump for help and got none:

Saudi Crown Prince MBS called US President Trump twice on thursday, urging the US to carry out strikes but Trump reportedly declined as there are currently no plans for direct intervention. (Axios)

The US is over-stretched, and not just low on interceptors on missiles, glide bombs and so on.

The war in Yemen was a big project for Obama, and it included a hell of a lot of US support. Even with all that support they were only able to contain Ansar-Allah, not defeat it. (It’s worth knowing that while most of Yemen is not under Ansar-Allah control even now, the areas they control have 80% of the population.)

This is what it looks like when an Empire is in fatal decline.

I consider this good news, overall, but it’s going to absolutely suck for almost everyone. I have warned before, I’m warning again: stock up on staple foods, fuels and so on. Ansar-Allah now has complete control of the Strait, plus that pipeline is down for a while, and they can take it out again, or hit more refineries. Combined with the Iranian blockade, hardly any Saudi oil will be getting out, nor will the precursors for fertilizers.

Much of what was holding the oil market down (other than massive manipulation and releases from the reserves) was China reducing its purchases for months, but they’ve started up again, so demand is actually increasing.

We’ll see if Saudi Arabia has more sense than America: the correct action is to make whatever concessions are necessary. The Sauds cannot protect their infrastructure, their army is garbage, their mercenaries won’t fight and Ansar Allah has them by the throat. If they insist on fighting on they risk losing everything, because without oil revenue, Saudi Arabia is not viable, right down to not having enough food.

Much like the Iranians, Yemen has escalation dominance and is more willing and able to take pain (they lost millions to the last war) than the corrupt and effete Saudis. The Sauds have LOST and if they refuse to admit that, the House of Saud itself may fall. (No one will miss it, except people like Kushner, whom it has bribed.)

I consider yesterday one of the best days, geopolitically, of my life. The American Raj is taking body blow after body blow and is fatally overstretched. But it is going to SUCK for most of us, as prices rise and there are shortages, unless Trump has surgery to correct his chronic case of head in ass and agrees to Iran’s terms, while the Sauds do the same with Yemen.

It’s hard to predict Trump, but my guess is his Israeli masters won’t let him make peace, so get ready: the next year is going to be awful in much of the world.

 

What I write here is for the benefit of everyone, but alas, I live in capitalism and I, and the site, take money to keep running. If you value the writing here and can, please subscribe or donate.

The Iran War Has Just Had A Major Phase Change

Recently the US started hitting Iranian oil tankers. The Iranians had said that if this happened, they would escalate and they have done just that. This is a very serious change in their strategy: before they retaliated, but did their best to keep casualties low, rarely made serious attacks on US naval ships, and their attacks were relatively small. That’s all changed.

(Footage of the US firing off more than 100 patriot missiles to try and stop an attack in Jordan.)


As best I can tell the interceptors also mostly failed to stop the missiles. The attack was much larger than normal, 30 to 50 missiles, showing that the previous smaller attacks were a choice, not an operational necessity. According to CBS 9 planes were damaged on the ground.

The change in doctrine was also confirmed:

Iran Threatens 20 Strikes For Every 2 Targets Hit

General Mohammadi says Iran has reached a new stage of retaliation and laid out its demands to END the War:

1) Completely END the war and military attacks

2) STOP further threats against Iran

3) WITHDRAW Israeli forces from Lebanon

4) END the siege of Yemen

5) RELEASE $24 BILLION in frozen Iranian assets

6) STOP interference in Iran’s NUCLEAR program 7) STOP interference in Iran’s MISSILE program

He says the era of limited retaliation is over.

Attacks on US ships have yet to take any out, but they force the use of interceptors and ships have very limited stockpiles. When they run out they have to pull back and wait for naval resupply or go to Diego Garcia for resupply, since all closer naval bases are no longer operational.

Jordan is the last shield before Israel. They routinely intercepted attacks against Israel from Iran during the early part of the war. Once their ability to do so is damaged, Israel lies open. In addition, the US is running very low on patriots – less than 900 before this attack seems to be the consensus estimate. And they just burned off 100 to protect from one attack.

As I said day one of the war, the math is on Iran’s side: the US will run out of interceptors long before Iran if Iran chooses to go all out. They didn’t because once the Strait was at least partially interdicted, they figured that the long term math favored them economically: the US and world economies would crack before they did. But that calculus changes if the US is going after Iranian tankers, so they’ve escalated. They’ve also been hitting far more tankers from other other countries than previously, again showing that hitting only 3 or 4 a day was a choice, not something they had to do.

Since Iran keeps saying that Israeli occupation of Lebanon is a red line (they’ve dropped Gaza, as I suspected they might) and since the war won’t end as long as Israel tells America to keep going, this war is moving back towards direct attacks on Israel.

This follows the Supreme Leader replacing moderates with hawks in various key positions.

To put it simply, Iran is now on the offensive. It does show that they have a weakness: they need at least some oil sales getting thru, but it also shows that they are militarily dominant in the region, especially against land based assets. And my guess is they still aren’t seriously trying to take out naval ships, but are just firing enough missiles and drones to drain interceptors and force a withdrawal.

Iran also needs to put more pressure, fast, on the US economy before the mid-terms.

Meanwhile, in Yemen, the Houthis are advancing aggressively.

The Yemeni Armed Forces through a series of rapid operations, have achieved significant advances in the Taiz and Hodeidah provinces within just a few hours, covering an area of approximately 2,600 square kilometers, and have liberated numerous areas, including the strategically important port of Al-Mokha.

On the Taiz front, the Yemeni Armed Forces have made rapid progress in the districts of Al-Wazi’iyah and Mozah in western Taiz province. During these rapid advances, with the support of popular committees, the Yemeni Armed Forces have cleared the Al-Wazi’iyah and Al-Mokha, the important Khaled bin Walid base, and areas in the Al-Wazi’iyah district, including Al-Hania, Al-Aqma, and Al-Gheil, extending to the outskirts of Al-Shaqira, the center of the Al-Wazi’iyah district.

In southern Hodeidah province, the Yemeni Armed Forces have taken control of the important towns of Hays and then Al-Khukhah, and by continuing their advance along the coastal strip and liberating Yahtal, they entered and took control of the strategically important port of Al-Mokha.

The advances of this morning are reminiscent of the rapid advances made five years ago in the Hodeidah province, when, in November 2021, the Saudi-led coalition forces were forced to withdraw from the entire coastal strip, from within the city of Hodeidah to north of Al-Khukhah in southern Hodeidah province.

The intense pressure exerted by the Yemeni fighters on all fronts in western Taiz province and southern Hodeidah continues, and the forces of Tariq Saleh are reportedly fleeing the fronts towards Aden.

Overall, with the advances made over the past three days, the conditions have been created for the complete liberation of the southwestern coast of Yemen, and also for the strategic Bab-el-Mandeb Strait.

The Houthis are just better fighters than the mercenary forces Saudi Arabia is using, and the Saudi Army is a joke in any case.

The real battle of the Iranian war is yet to come: once Iran has cleared away the US forces protecting Israel, they will need to force Israel to tell the Americans to go to peace. By clearing the forces they will also make it much harder for America to hit Iranian tankers and infrastructure

Stay tuned. This is the most important war of the last 50 years.

Update:

What I write here is for the benefit of everyone, but alas, I live in capitalism and I, and the site, take money to keep running. If you value the writing here and can, please subscribe or donate.

 

Joe Biden’s Three Genocides in Four Years: Ukraine, Part 1

This is the first of two parts of the second part of a longer three part series. Part one covered COVID.

POTUS Joe Biden wasn’t just a senile fool who insisted on running for re-election when obviously senile, costing the Democrats the 2024 Presidential election and giving us Trump 2.0, he was also the nominal architect of three mass-death events that rank with this awful Century’s worst.

So yea, I’m back to hammering nails in the dying ghoul’s coffin so people don’t forget what he was and what he (or the administration with his name on it) did.

Last time I pounded home the Biden administration’s horrific, criminally negligent responsibility for ~1M deaths of American citizens and residents.

This time I’m going to be pounding home the extent to which Biden & co. knowingly provoked Russia into invading Ukraine in February 2022, put the kibosh on a peace deal Russia and Ukraine had allegedly worked out on in April 2022, and squandered massive fortunes pouring money and weapons into the yawning black maw that is Kyiv under Zelensky, and in so doing signed the death warrant of hundreds of thousands of Ukrainians and Russians, mostly the former.

And because the trap that Russian President Vladimir Putin fell into was loaded not only with billions worth of military preparations and massive economic sanctions, but also with the biggest and most brutally effective propaganda campaign of my lifetime (and I lived through the post-9/11 Karl Rove Great War on Terror nightmare as a full-grown ass adult), trying to speak up for a modicum of reason and objectivity got anyone even mildly opposed to the dominant narrative labeled a “Putin puppet” and cast out of polite liberal American society.

That wasn’t new in 2022, of course. By that point we’d enjoyed six years’ worth of RussiaGate panic and the neo-McCarthyism from the establishment shitlibs in charge of the Democratic Party and their “vote blue no matter who” idiot supporters.

Hillary Clinton, whose 2016 presidential campaign kicked off RussiaGate the day after she lost the election to Trump as a great way to distract from how shitty her campaign was and the fact that the Democratic party put its thumb on the scale in her favor against Bernie Sanders, went full-on commie hunter like the ’64 Goldwater girl she once was against Tulsi Gabbard in 2019. Clinton said on Campaign HQ with David Plouffe (that’s former Obama 2008 campaign manager David Plouffe) that the Russians have “got their eye on somebody who is currently in the Democratic primary and are grooming her to be the third-party candidate” and calls her “the favorite of the Russians.”

Gabbard filed a $50 million defamation lawsuit but then dropped it to “defeating Donald Trump in 2020 (ie the future worthless Trump Director of National Intelligence dropped the suit so she could focus on helping Biden beat her future boss. Oh the places you’ll go, indeed.).”

So I should have been hardened to that kind of crap by 2022, but despite Mueller coming up completely empty (“the investigation did not establish that members of the Trump Campaign conspired or coordinated with the Russian government in its election interference activities”) and RussiaGate adding up to a giant distraction that helped Trump get away with tons of bribe-taking and other real crimes (emoluments clause anyone?) because the Dems only seemed to care about his antics if it interfered with their Ukraine plans or could somehow be linked to Russia and Putin.

I mean if they tried to impeach Trump for taking bribes from foreign countries, that might hit Dem legislative playas like Nancy Pelosi and Bob Menendez right in the wallets.

Finding out later that that bullshit was a psyop from the get-go fills me with rage and I’d love to go all Borger, Texas on any of the fuckers involved should I ever get the chance.

Remember the Hunter Biden laptop story — you know the bombshell pre-election NY Post article that no one could post on Facebook (Zuckerberg later apologized) or share on Twitter (even via DM) which revealed a great deal of lucrative scumbaggery on the part of Hunter Biden, some of it maybe even involving “the old man”, some of which took place in Ukraine where Hunter enjoyed a $50,000/month gig at a natural gas company despite knowing fuck all about natural gas or Ukraine?

Remember how fifty-one former intelligence officials — including James Clapper, Michael Hayden and Leon Panetta — signed a one-paragraph statement saying the laptop story (later confirmed to be true) has “all the classic earmarks of a Russian information operation.” They concede in the letter itself that they have no evidence.

Politico ran it as “Hunter Biden story is Russian disinfo, dozens of former officials say.

In 2023, former acting CIA director Michael Morell told the House Judiciary Committee he organized the letter after a call from Antony Blinken, then a Biden campaign adviser, and that a purpose was to give Biden a “talking point” for the debate. FWIW Blinken denies it was his idea. Since I don’t believe a word that double-genociding mofo says, rest assured I’m just including it for the record.

Blinken, of course, became Biden’s Secretary of State and ran Ukraine policy for four years because of course Sleepy Joe was too senile to run a fucking lemonade stand by 2022.

Did anyone happen to catch the study covered by FAIR showing that American corporate media were seven times more likely to quote think tanks with military-industrial funding than those without? Good times were had gaslighting everyone’s liberal family and friends.

I lost friends, relationships with work colleagues and online friendly acquaintances, and my family, and marital relations were deeply strained by this most epic fucking gaslighting campaign (which was presaged by the Atlantic Council’s John Deni in his Dec, 2021 Wall Street Journal op-ed titled “The Strategic Case for Risking War in Ukraine” oh yea, Deni is also a research prof at the US Army War College’s Strategic Studies Institute).

And who could forget Ivan Krastev’s Feb. 3, 2022 New York Times op-ed which warned, “Europe Thinks Putin Is Planning Something Even Worse Than War” — and the horror Putin planned?

Why nothing less than a negotiated European security architecture that acknowledges Russian interests. Krastev passionately argued that “an invasion “could, in a perverse way, save the current European order.” And God knows, perversity is what the current European order (and its ruling Epstein class) is all about.

The WSJ and NYT truly know their audiences and the goldfish memories they have because both papers beat the war drums while Putin was begging for negotiations (the Russians even drafted a full signature ready document) and then spent the next three years calling the invasion of Ukraine “unprovoked” and insisting that the rest of the Western MSM media do the same.

But before I can get to hammering on the coffin I’m preparing for Genocide Joe Biden’s reputation and historical standing, I have to cover some historical background.

That ought to chase off all the fucking Americans reading this. Goddamn, it’s crazy-making to be a student of history in the USA in the short-attention-span 2020s. Well, so be it.

This is going to be quick and link heavy because I’m writing a blog post for a topic that merits multiple books.

NATO Stopped Being a Defensive Alliance in the 1990s Under Bill Clinton

Despite assurances to then Soviet Premier Gorbachev from President GHW “Poppy” Bush’s Sec of State James Baker that NATO will not move “one inch eastward” when Gorby allowed German re-unification, NATO moved east even more relentlessly than the Wehrmacht did in 1939-1942.

Just look at this fucking map.

Map of NATO enlargement in Europe since 1949, with member states shaded by the year they joined
NATO enlargement in Europe since 1949. Map by Patrickneil and Spesh531, via Wikimedia Commons, CC BY-SA 3.0.

And Bill Clinton (who was busy with other things and barely cared about foreign policy) and his administration (some of whom very much cared about foreign policy and will recur in administration after administration to the present day) were warned by fifty foreign policy veterans (including Robert McNamara, former CIA director Stansfield Turner, Paul Nitze, Jack Matlock, Richard Pipes, and Senators Bill Bradley, Gary Hart and Sam Nunn) that NATO’s eastern expansion was “a policy error of historic proportions.”

Different Times And Places Are Different

One of the failures of imagination I see most often is the inability to understand that things were, actually, different in the past and that they are different in other places.

I live in Canada. In the West. Our leaders are all functionally psychopaths. They’re all corrupt and they all lie like they breathe. They have zero interest in anything but making their donors happy, and have spent over 50 years destroying the egalitarian society built by FDR and his successors, in order to give more money to the rich.

Many people think this is universal behaviour. It isn’t.

Different places and times are different.

Someone like Trump could not have become president even 30 years ago. Impossible.

These days the children of elites don’t fight in wars. In WWI and WWII they did, even FDRs sons went to war and the carnage in the British ruling class in WWI was epic because they personally lead the charges right into machine guns.

Different times are different.

Right into the early 90s it was possible to walk into almost every government and private building in Canada. No security guard would stop you. Not just walk into, take the elevator to pretty much any floor. You might have trouble getting to a few people, because they had secretarial or receptionist gates, but you could definitely get right up to that receptionist and if you insisted you could walk right past her.

Oh, and you could go into almost every building and use the bathroom.

I remember when there were no food banks because they weren’t needed.

For decades inequality decreased, not increased. This was a choice and the political elites were mostly onside with it. Even a lot of business elites were (though definitely not all.) When John Kenneth Galbraith investigated why corporate leaders in the 60s didn’t earn more he came to the conclusion it was cultural: they didn’t believe in paying more and anyone who tried was shut down hard by that consensus.

Even small things can be very different. We go on and on about female breasts and attractiveness, but traditional Japanese society did not find breasts sexy, and bound them tight: they associated them with child raising. They even didn’t like bright white smiles, this was considered “showing your bones” and disgusting, so women often blackened their teeth.

Anthropological studies show that in hunter-gatherer bands leadership is often chosen from people who are slow to anger and not aggressive. When testosterone was studied carefully, it turned out that high-normal testosterone isn’t actually about violence, it’s about status behaviour. Put a male with high T in a society that favors hugging and being empathetic and that doesn’t like aggressiveness and suddenly they’re the big huggers and empathizers.

Chinese leadership is not the same was Western leadership. They have different goals, incentives and values. They don’t act or think like us. This is also true of Russian leadership.

All of these things are contingent: they change over time based on circumstances. People have biology, but they also have vast amounts of conditioning based on what their society is like which forms their personalities. Leaders are chosen and promoted in different ways, emphasizing different morals and personalities at different times. Western leaders right now are mostly soulless psychopaths, but that hasn’t always been the case and even when it was, the morally neutral virtues they valued were different. (Courage, for example. Think what you want of 19th century British elites. They were scum. They were not cowards and intensely shamed cowards and people who didn’t do their duty.)

Humans are always humans, but the details change with the society and the time. If you over-generalize from your own time and experience you will make serious mistakes when you try and understand outside your time and society. This often becomes clear to people as they get older: I can assure you that the culture and the type of person was quite different back in the 70s and even 80s from now. I remember people who grew up in the Great Depression and they were not like Boomers, let alone like Zoomers. Nor would they have put up with someone like Trump.

Time change. People change. Different places are different and produce different types of people.

This shouldn’t need saying, but it is evident that it does.

 

What I write here is for the benefit of everyone, but alas, I live in capitalism and I, and the site, take money to keep running. If you value the writing here and can, please subscribe or donate.

Open Thread

Use to discuss topics unrelated to recent posts.

Week-end Wrap – Political Economy – September 06, 2026

Week-end Wrap – Political Economy – September 06, 2026

by Tony Wikrent

 

Don’t look away any longer – Solidarity with Hüseyin Doğru

[defenddemocracy.press, Aug 30, 2026 ]

 

Trump not violating any law

‘He who saves his Country does not violate any Law’

Trump Stuns By Saying ‘I Don’t Know’ When Asked Directly NBC’s Kristen Welker ‘Don’t You Need to Uphold the Constitution?’

Joe DePaolo, May 4th, 2025

 

A Twenty-Year-Old is Dead Because the United States Government Put a Monitor on His Leg – Pierre Damas Bel, Wright State University, class of 2029

Mike Brock, Sep 03, 2026 [Notes from the Circus]

Pierre Damas Bel was twenty years old. He wanted to be a doctor. He was in JROTC. He graduated high school in May and started at Wright State University in Ohio a few weeks ago. On August 31, he called his father on a video call at 8:03 in the evening and said, “I’m not feeling okay mentally because of the bullying.” His father told him to come home so they could talk. Around eleven that night, police came to his father’s door and said Pierre had parked his car on the shoulder of an interstate in Springfield, Ohio, walked into oncoming traffic, and been hit by a tractor-trailer. He was pronounced dead at the scene.

He was wearing an ankle monitor. ICE had put it on his leg after summoning him to a mandatory in-person check-in. He had come to the United States as a child under Temporary Protected Status. His parents fled Haiti in 2024 because armed gangs were burning their neighborhood down. The family had a pending asylum case. In late July, the Trump administration terminated Haiti’s TPS designation, putting roughly 350,000 Haitians on notice that the United States government intended to deport them to a country whose capital the United States itself will not fly passenger aircraft into because it is too dangerous. The offer ICE made to the Haitians of Ohio was this: wear a monitor or accept $2,600 and a flight to Port-au-Prince. Pierre wore the monitor.

It was too heavy to play soccer in. It restricted him to a seventy-five-mile radius. It was visible under his clothes. When his JROTC unit distributed uniforms, Pierre did not receive one, and his father believes the omission was because of the device on his leg. Classmates saw it and taunted him. On Instagram in late July, before he died, Pierre wrote: “I came to this country to pursue my education. I didn’t come here to commit a crime or hurt anyone. Yet now I’m walking through the streets of the United States with a GPS monitor on my leg, carrying a feeling of shame and humiliation that I never imagined I would experience.”

His father said Pierre felt like he was treated like an animal.

The Republican Party did this. Not “the system.” Not “policy.” Not “immigration debates.” The Republican Party, as a coordinated political organization, made a set of decisions that produced exactly this outcome at exactly this scale on exactly this timeline. They ran a Vice-Presidential candidate who stood on a debate stage and said Haitians in Springfield were eating pets. He said it knowing it was false. He said it because he wanted an atmosphere. He got the atmosphere. A twenty-year-old walked through that atmosphere with a monitor on his leg for the last few weeks of his life, in that same town, and now he is dead on the shoulder of an interstate….

 

Inside Trump’s Nightmare for Haitians in Springfield: ‘We’re Following Our Orders’ – The most urgent moral test in all of Trump’s America today is happening in a small Ohio city – and we as a country are failing it miserably.

Asawin Suebsaeng, Sep 03, 2026 [Zeteo]

However bad you think things must be in Springfield, Ohio, today, the reality on the ground is worse.

Even if you are looking on, as a distant observer, in disgust at recent headlines (including about the suicide of 20-year-old student Pierre Damas Bel), it is difficult to grasp the scale of what is happening in and around this small Midwest city, and to its Haitian population, their friends, and neighbors.

For years, Donald Trump and his party have waged a protracted campaign of racist lies, fear, and demagoguery on Springfield. This summer, that campaign culminated in the Trump administration’s ICE clampdown in the city, following President Trump’s destruction of the Temporary Protected Status (TPS) that once shielded the Haitian community. The crackdown – blessed by the Supreme Court’s right-wing supermajority that this president cemented – is unlike anything else occurring now in Trump and JD Vance’s America.

The president and his allies are orchestrating horror and degradation all over the country. But in Springfield, the heightened level of fear is so widespread, and the state-imposed terror against a vulnerable minority so constant, that it is impossible to see this as anything but the Trump administration’s proof of concept for the president’s militarized vision of what America should be – a place where everyday people are afraid to go outside, in a republic of “law and order” that the federal government meticulously and arbitrarily constructs. It is the latest front in Trump and his party’s mission to codify MAGA’s brand of American racism and sadistic cruelty into law.

 

 

 

Pentagon secretly employs conservative influencers to promote Hegseth, attack critics

[Drop Site Daily, 08-30-2026]

The Pentagon has quietly installed several conservative military veterans with large online followings into government roles, including retired colonels Rob Maness, Kurt Schlichter, and Thomas Anderson, without disclosing their assignments, according to The Washington Post.

Maness, Schlichter, and Anderson have published columns and social media posts defending Defense Secretary Pete Hegseth and attacking military critics without disclosing their Pentagon ties.

Maness and Schlichter, who have over 135,000 and nearly 620,000 X followers, respectively, hold active “.civ” government email addresses assigned to the office of Undersecretary of Defense Anthony Tata, though a Pentagon spokesman declined to say whether any are paid or detail their roles.

WSJ: Pentagon to take stake in Venezuelan oil venture: The Pentagon will reportedly receive a 35% stake in “North American Blue Energy Partners,” run by Alejandro Betancourt, a Venezuelan businessman close to Rodríguez who authorities have investigated after allegations of money laundering.

The stake will come through “penny warrants,” allowing Washington to acquire shares for a token price with little upfront spending. The U.S. could also buy 20% of the company’s future oil output at cost.

 

What Might Happen to Trump’s Ill-Gotten Gains

[The Atlantic, via Naked Capitalism 08-30-2026]

 

ICE arrests in San Francisco Bay Area area up nearly 70%, data shows

[ABC 7 Eyewitness News, via Naked Capitalism 08-30-2026]

 

A single signature by Trump can remove you from the internet

[Il Fatto Quotidiano, via Naked Capitalism 09-02-2026]

Yesterday the Trump administration hit Autistici/Inventati, a European technology collective whose main activity is providing digital infrastructure, with a banking blockade with PayPal and Banca Etica closing its accounts.

 

Trump’s DOJ Blocked Serious ICE Shooting Charge Over Federal Prosecutor’s “Strongest Possible” Objections

[ProPublica, via Naked Capitalism 09-04-2026]

 

War on voting

I Doubt You’re Surprised – There’s a whistleblower addressing the USPS plan to implement Trump’s EO on mail ballots

Joyce Vance, Sep 01, 2026 [Civil Discourse]

 

War

U.S. military commanders call Iran war “unsustainable”

Drop Site Daily, September 1, 2026

Four senior U.S. commanders formally warned War Secretary Pete Hegseth that the prolonged Iran operation is unsustainable and is already weakening the military’s ability to confront threats elsewhere, including threats to the U.S. homeland, according to the Washington Post.

The objections appeared in a classified August 14 assessment covering the worldwide availability of U.S. forces and weapons.

Those involved in the warning include the Navy’s top admiral, Daryl Caudle, and the commanders of the European, Southern, and Indo-Pacific commands.

Caudle reportedly warned Hegseth that the Navy cannot maintain its current support for the war indefinitely, with barely one-quarter of the destroyer fleet reportedly ready to deploy.

The Pentagon attacked the publication of the classified information but did not deny that the commanders filed formal objections.

Information Overlord: Dmitry Orlov Changes His Hypothesis for US Collapse

Nat Wilson Turner = Information Overlord = Flames Up = Phones Out = No Sense of Urgency
From me this week

Worth watching

  • Disgraceful DegradationDmitry Orlov. Orlov, one of the founders of “collapseology,” moves to YouTube and makes a major change to his famous analogy that US collapse will resemble Soviet collapse.

    I feel sorry to have led people down a garden path that doesn’t lead to anything specific. People wanted to know when to throw the bags full of cans of spam and shotgun shells into the back of the pickup truck and drive for the hills. Feel free to do that anytime you like, I kept telling them. But I feel that I must do better. And now I believe that I finally can. If I think about something long and hard, sometimes a good idea does eventually pop into my head. I have no idea how that happens. It just happens. or it doesn’t. And in this case, it has finally dawned on me that there was to begin with a flaw in my comparison of the USA and the USSR. They’re not quite symmetrical after all.

    There is a key difference that have that I have been neglecting to take into account. Yes, they were both 20th century military and industrial superpowers, and they both espoused opposing now defunct ideologies. and my superpower collapse soup analogy applied almost equally to both of them. But there is a rather important difference between them. The US is a colonial empire much like the British Empire and other western empires were once. These empires were based on the exploitation of their colonial possessions. They sucked resources out of them while preventing their social and economic development. Along the way, they saddled them with permanent debt servitude. They enforced their trade policies through military means. But the heavy-handed tactics of previous colonial eras are no longer necessary. Instead, there is control of mass media, cyber warfare, color revolutions, the IMF, the World Bank, and the US Treasury with its endless sanctions. These are all means of coercing compliance. from countless from countries around the world. And what this compliance means is willingness to export products and commodities in exchange for US government debt.

    This is the wealth pump which the US has been running for decades to drain wealth from around the world to export inflation and to subjugate much of the planet. This wealth pump has become less effective over time. But even if it stops working altogether, there is a fall back to an older American technique, piracy. How well it can be made to work in the 21st century remains to be seen. But it won’t fail for the lack of trying.

  • Cold War 2.0 #84: Russia Secretly Helps Iran Develop Supersonic MissilesSyriana Analysis, with Tarik Cyril Amar. Tarik Cyril Amar’s weekly appearances on Syriana Analysis are a weekly must listen to me. I love their dynamic, their accents, their humor, and they are subject matter experts I trust as much as I trust anyone about these topics (I trust no one about these topics).
  • Russia’s Ukraine Endgame — Putin Has Lost Patience With ZelenskyVladimir Brovkin. Former Harvard Prof Dr. Vladimir Brovkin understands Russia better than most. He’s worth listening to.
  • Setback for Trump: Iran intensifies US strikes as Vance denies wedding attackJanta Ka Reporter. Great daily anti-Imperialist news round ups, and presenter Rifad Jawaid’s vicious and hilarious commentary on Trump regime buffoonery is always amusing listening — even when covering the most awful shit.
  • On Sh*t… Another Private Credit Fund Just Blew UpEurodollar University. My go to for coverage of private credit’s struggles.

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