Money Flow Trading Method along with Risk Management
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Bonner Private Research
From:[email protected]
To:[email protected]
Thursday, August 21 at 12:42 p.m.
BPR is offering free subscribers a chance to access all our paid research—including Investment Director Tom Dyson’s Wednesday Market Notes with updates on all the positions on our Official List—at a special rate until August 31st. You can join today here.
https://ecp.yusercontent.com/mail?ur...0ohDc2zPpA--~D
Source: Gemini
Thursday, August 21st, 2025
Bill Bonner, writing to you from Poitou, France
We struggle to understand how the ‘Great Reset’...or ‘Mar-a-Lago Accord’...is not essentially a scam:
We want a toaster oven. We go to Walmart and buy one, Made in China. We pay with dollars — which are IOUs from the US government. The Chinese central bank ends up with the money.
Relatively few Chinese people buy toaster ovens that were Made in America, however. So, the Chinese central bank ends up with a lot more IOUs from the US than the US central bank, the Fed, has in Chinese yuan.
And since the US can print as many IOUs as it wants...and since the foreigners use them as a financial reserve — almost ‘as good as gold’ — the imbalances get larger and larger, growing recently by $1 trillion per year.
In this manner, foreigners ‘rip us off’ by producing better, cheaper goods...and they ‘take our jobs’ by working for lower wages than we do.
This results in big piles of IOUs (from trade surpluses) overseas...and big empty, rusting factories in the US. Mothers want their sons to grow up to work in finance, not manufacturing. Because, that’s where the money is!
Fund managers and speculators become the richest people in the US...financing universities and politicians...and owning the fine homes that used to be a source of pride for America’s industrialists.
It was a mutually satisfying relationship for many years. Americans got something-for-nothing...paying with paper IOUs — which cost almost nothing to produce — for real goods and services. And then, what could the foreigners do with the dollars? They bought what they wanted from the US. The rest, recycled into US Treasury bonds, financed the US government.
The Germans sold their autos. The French sold their perfumes. And the Chinese were able to sell so much stuff they made the fastest economic progress of any country in history. In a single generation they went from one of the poorest countries on earth to one of its richest...with nearly a billion people lifted from mud-smeared poverty and put onto the comfortable seats of a BYD electric car. They made progress politically too — going from an oppressed people who were allowed only one child...to a free people who wanted only one child.
But the IOUs were not only ubiquitous, they were unreliable. The US government’s official policy was to depreciate its IOUs at the rate of 2% per year. Inflation now is running closer to 3%. Which leaves the real return on a 10-year T-bond at barely more than 1%. Since the turn of the century, officially, US dollars have lost nearly half their value.
Foreign dollar holders are getting edgy...and less eager to buy US Treasury debt. And while the amount of debt can go up without limit, the cost of debt service must come out of the real economy. The interest on the US national debt, for example, went over $1 trillion per year — more than the ‘defense’ budget. US deficits reached Argentine levels...equal to 7% of GDP.
This could not go on for much longer. The cost of debt service was quickly becoming more than the nation could stand. And any attempt to lower interest rates — to make the debt payments lighter — risked setting off inflation.
What could be done?
Enter Stephen Miran and Scott Bessent.
https://ecp.yusercontent.com/mail?ur...9FMSyd4HNg--~D
Stephen Miran, Chair of the White House Council of Economic Advisors, Source: Getty Images
The honest way to deal with the problem is also the obvious way — cut back on spending, buckle down...pay down debts that can be paid, default on others. Most important, renounce the ‘paper’ dollar that distorted the whole world economy. Turn back to gold...or something that would anchor the currency to real world output.
But Miran and Bessent have a trick up their sleeves: Make the foreigners pay.
They realized that foreign countries have become so used to taking America’s IOUs in payment for goods and services, they would suffer a large shock if the dollars stopped coming. So, they go to the foreigners and say:
“Look, if you want to keep doing business with us you need to take those IOUs and re-invest them back in our economy. Oh...and we’ll take 90% of the profits”.
That is, we believe, the state of play. Negotiations are underway...to create a US Sovereign Wealth Fund using the foreigners’ money as the initial capital.
And now we will take some guesses about the future.
China will say ‘no’...or whatever it is that the Chinese say when they mean F-off. “If you want our strategic metals, you’ll stop trying to boss us around,” they’ll add.
The US will back down.
Other nations, however, do not produce strategic metals. They will have little to bargain with. Most will say ‘yes,’ or whatever they say when they mean ‘we have no choice; we’ll go along.’
Team Trump will declare a big win.
But saying is one thing. Doing is another. And a trade deal, procured under duress, is not likely to be more valuable than intel gotten by torture. How much, what, when...how — the details will be subject to endless negotiation and almost infinite corruption. In the end, very little additional money will be invested.
Guided politically, rather than commercially, almost none of it will be profitable.
And the foreigners will look for other trading partners.
Regards,
Bill Bonner
https://ecp.yusercontent.com/mail?ur...qR9V.lgIBg--~D
Research Note, by Dan Denning
The Nasdaq 100 [NDX] is up 36% from the lows this April. But a leveraged (three times) exchange traded funds based on ‘high beta’ stocks in the S&P 500 is up over 200% in the same time (see above). That’s not as big as the move from late 2020 to late 2021. But the important question is, what’s next?
A report from the MIT Media Lab says 95% of AI investment is unprofitable. Only 5%, at the ‘enterprise’ level, generates any ‘significant’ financial return. For large businesses—where perhaps middle managers and back-office workers have a vested interest in not training AI to replace them—AI has been a nothing burger. So far. Which brings me back to HIBL.
Its full name is The Direxion Daily S&P 500 High Beta Bull 3X Shares ETF. It uses derivatives (swaps and futures) to try and 3x the return of the 100 highest beta stocks on the S&P 500 over the last twelve months (high beta stocks are more volatile, and often more lucrative) than the average stock on the market). Current examples include Super Micro Computer [SMCI], Advanced Micro Devices [AMD], Nvidia Corporation [NVDA], Vistra Corp [VST], and Palantir Technologies Inc. [PLTR].
If there’s a canary in the bull coal mine, it’s HIBL. If the MIT report is right, and AI investment shows no big impact on corporate bottom lines (so far), how different is the AI bubble from the 1999 dot.com bubble? And how big (and fast) will the fall be for HIBL and the ‘high beta’ stocks it seeks to leverage?
You’re a free subscriber to Bonner Private Research. For the full experience, become a paying subscriber.
Upgrade to paid
2025 Bonner Private Research, PO Box 2, Laramie, Wyoming, 82073
All Rights Reserved.
Any reproduction, copying, or distribution, in whole or in part, is prohibited without permission from the publisher. Information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal circumstances–we are not financial advisors and do not give personalized financial advice. The opinions expressed here are those of the publisher and are subject to change without notice. It may become outdated and there is no obligation to update any such information.
Investments should be made only after consulting with your financial advisor and only after reviewing the prospectus or financial statements of the company or companies in question. You shouldn’t make any decision based solely on what you read here. Neither Bonner Private Research nor its employees and writers receive any compensation for securities or investments covered herein.
2025 Bonner Private Research
PO Box 2, Laramie, Wyoming, 82073
From:[email protected]
To:[email protected]
Thursday, August 21 at 12:42 p.m.
BPR is offering free subscribers a chance to access all our paid research—including Investment Director Tom Dyson’s Wednesday Market Notes with updates on all the positions on our Official List—at a special rate until August 31st. You can join today here.
https://ecp.yusercontent.com/mail?ur...0ohDc2zPpA--~D
Source: Gemini
Thursday, August 21st, 2025
Bill Bonner, writing to you from Poitou, France
We struggle to understand how the ‘Great Reset’...or ‘Mar-a-Lago Accord’...is not essentially a scam:
We want a toaster oven. We go to Walmart and buy one, Made in China. We pay with dollars — which are IOUs from the US government. The Chinese central bank ends up with the money.
Relatively few Chinese people buy toaster ovens that were Made in America, however. So, the Chinese central bank ends up with a lot more IOUs from the US than the US central bank, the Fed, has in Chinese yuan.
And since the US can print as many IOUs as it wants...and since the foreigners use them as a financial reserve — almost ‘as good as gold’ — the imbalances get larger and larger, growing recently by $1 trillion per year.
In this manner, foreigners ‘rip us off’ by producing better, cheaper goods...and they ‘take our jobs’ by working for lower wages than we do.
This results in big piles of IOUs (from trade surpluses) overseas...and big empty, rusting factories in the US. Mothers want their sons to grow up to work in finance, not manufacturing. Because, that’s where the money is!
Fund managers and speculators become the richest people in the US...financing universities and politicians...and owning the fine homes that used to be a source of pride for America’s industrialists.
It was a mutually satisfying relationship for many years. Americans got something-for-nothing...paying with paper IOUs — which cost almost nothing to produce — for real goods and services. And then, what could the foreigners do with the dollars? They bought what they wanted from the US. The rest, recycled into US Treasury bonds, financed the US government.
The Germans sold their autos. The French sold their perfumes. And the Chinese were able to sell so much stuff they made the fastest economic progress of any country in history. In a single generation they went from one of the poorest countries on earth to one of its richest...with nearly a billion people lifted from mud-smeared poverty and put onto the comfortable seats of a BYD electric car. They made progress politically too — going from an oppressed people who were allowed only one child...to a free people who wanted only one child.
But the IOUs were not only ubiquitous, they were unreliable. The US government’s official policy was to depreciate its IOUs at the rate of 2% per year. Inflation now is running closer to 3%. Which leaves the real return on a 10-year T-bond at barely more than 1%. Since the turn of the century, officially, US dollars have lost nearly half their value.
Foreign dollar holders are getting edgy...and less eager to buy US Treasury debt. And while the amount of debt can go up without limit, the cost of debt service must come out of the real economy. The interest on the US national debt, for example, went over $1 trillion per year — more than the ‘defense’ budget. US deficits reached Argentine levels...equal to 7% of GDP.
This could not go on for much longer. The cost of debt service was quickly becoming more than the nation could stand. And any attempt to lower interest rates — to make the debt payments lighter — risked setting off inflation.
What could be done?
Enter Stephen Miran and Scott Bessent.
https://ecp.yusercontent.com/mail?ur...9FMSyd4HNg--~D
Stephen Miran, Chair of the White House Council of Economic Advisors, Source: Getty Images
The honest way to deal with the problem is also the obvious way — cut back on spending, buckle down...pay down debts that can be paid, default on others. Most important, renounce the ‘paper’ dollar that distorted the whole world economy. Turn back to gold...or something that would anchor the currency to real world output.
But Miran and Bessent have a trick up their sleeves: Make the foreigners pay.
They realized that foreign countries have become so used to taking America’s IOUs in payment for goods and services, they would suffer a large shock if the dollars stopped coming. So, they go to the foreigners and say:
“Look, if you want to keep doing business with us you need to take those IOUs and re-invest them back in our economy. Oh...and we’ll take 90% of the profits”.
That is, we believe, the state of play. Negotiations are underway...to create a US Sovereign Wealth Fund using the foreigners’ money as the initial capital.
And now we will take some guesses about the future.
China will say ‘no’...or whatever it is that the Chinese say when they mean F-off. “If you want our strategic metals, you’ll stop trying to boss us around,” they’ll add.
The US will back down.
Other nations, however, do not produce strategic metals. They will have little to bargain with. Most will say ‘yes,’ or whatever they say when they mean ‘we have no choice; we’ll go along.’
Team Trump will declare a big win.
But saying is one thing. Doing is another. And a trade deal, procured under duress, is not likely to be more valuable than intel gotten by torture. How much, what, when...how — the details will be subject to endless negotiation and almost infinite corruption. In the end, very little additional money will be invested.
Guided politically, rather than commercially, almost none of it will be profitable.
And the foreigners will look for other trading partners.
Regards,
Bill Bonner
https://ecp.yusercontent.com/mail?ur...qR9V.lgIBg--~D
Research Note, by Dan Denning
The Nasdaq 100 [NDX] is up 36% from the lows this April. But a leveraged (three times) exchange traded funds based on ‘high beta’ stocks in the S&P 500 is up over 200% in the same time (see above). That’s not as big as the move from late 2020 to late 2021. But the important question is, what’s next?
A report from the MIT Media Lab says 95% of AI investment is unprofitable. Only 5%, at the ‘enterprise’ level, generates any ‘significant’ financial return. For large businesses—where perhaps middle managers and back-office workers have a vested interest in not training AI to replace them—AI has been a nothing burger. So far. Which brings me back to HIBL.
Its full name is The Direxion Daily S&P 500 High Beta Bull 3X Shares ETF. It uses derivatives (swaps and futures) to try and 3x the return of the 100 highest beta stocks on the S&P 500 over the last twelve months (high beta stocks are more volatile, and often more lucrative) than the average stock on the market). Current examples include Super Micro Computer [SMCI], Advanced Micro Devices [AMD], Nvidia Corporation [NVDA], Vistra Corp [VST], and Palantir Technologies Inc. [PLTR].
If there’s a canary in the bull coal mine, it’s HIBL. If the MIT report is right, and AI investment shows no big impact on corporate bottom lines (so far), how different is the AI bubble from the 1999 dot.com bubble? And how big (and fast) will the fall be for HIBL and the ‘high beta’ stocks it seeks to leverage?
You’re a free subscriber to Bonner Private Research. For the full experience, become a paying subscriber.
Upgrade to paid
2025 Bonner Private Research, PO Box 2, Laramie, Wyoming, 82073All Rights Reserved.
Any reproduction, copying, or distribution, in whole or in part, is prohibited without permission from the publisher. Information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal circumstances–we are not financial advisors and do not give personalized financial advice. The opinions expressed here are those of the publisher and are subject to change without notice. It may become outdated and there is no obligation to update any such information.
Investments should be made only after consulting with your financial advisor and only after reviewing the prospectus or financial statements of the company or companies in question. You shouldn’t make any decision based solely on what you read here. Neither Bonner Private Research nor its employees and writers receive any compensation for securities or investments covered herein.
2025 Bonner Private ResearchPO Box 2, Laramie, Wyoming, 82073
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Doug Casey's International Man
www.internationalman.com
From:[email protected]
To:[email protected]
Friday, August 22 at 7:10 a.m.
https://ecp.yusercontent.com/mail?ur...eDoP07SfWw--~D
https://ecp.yusercontent.com/mail?ur...u.UBiok6HQ--~D
The Power of Asymmetry in Life, War, and Investing
by Chris MacIntosh
https://ecp.yusercontent.com/mail?ur...ViONfqVEPw--~D
Recently, I was trawling through YouTube. I came across this and couldn’t help but notice the following clip on Charlie Munger’s words of wisdom.
Here’s the transcript of the last few minutes of the interview:
“It’s amazing how if you just get up every morning and keep plugging and have some discipline and keep learning, it’s amazing how it works out okay.
I don’t think it’s wise to have an ambition to be president of the United States or a billionaire or something like that because the odds are too much against you much better to aim low.
I did not intend to get rich; I wanted to get independent, but I just overshot.
By the way, while you’re clapping, some of the overshooting was accidental.
You can be very deserving, very intelligent and very disciplined but there’s also a factor of luck that comes into this thing and the people that get the good outcomes that seem extraordinary.
The people who have discipline and intelligence, and good virtue, plus a hell of a lot of luck.
Why wouldn’t the world work like that, so you shouldn’t give credit for the unusual?
A friend of mine said about a colleague of his and his fraternity – he says old George was a duck sitting on a pond and they raised the level of a pond.
There are a lot of people that just lock into the right place and rise and then and there are a lot of very eminent people who have many advantages and they’ve got one little flaw or one bit of bad luck and they they’re mired in misery all their lives but that makes it interesting to have all this variation.”
Very interesting that Charlie acknowledges the concept of luck and getting lucky! This circles back to a conversation I had with a friend some 20 years ago (an old investor who started investing in 1970), where he said:
“All you have to do to win at this game is to be at the table when your turn to get lucky comes around. Just make sure it doesn’t cost you too much money to sit at the table.”
Those words are central to our investing strategy, namely positioning ourselves to get lucky. This is closely tied to the notion of asymmetry of returns.
From a practical perspective, always look at a potential investment and ask yourself “how lucky could I get with this trade?”
Speaking of which…
Now, a new Bitcoin Treasury Company could be next—but the window for early gains is closing fast. Get the full report before the next leg up
Asymmetry In Motion
You may be aware of Ukraine’s drone attack on Russian bombers in June, supposedly wiping out 30% of Russia’s heavy bomber fleet.
Now, I know that the media are mostly neanderthals parroting nonsense, but I looked into it, and as far as I can tell (whether the above happened or not), the effectiveness of these tiny little flying death weapons is pretty accurate.
Essentially, it was these little things, which don’t look that different than what you can buy in an electronics store or from DJI.
As mentioned, we are always apprehensive of believing what we have been led to believe, especially with all the propaganda surrounding the Ukraine war (or any war for that matter).
But let’s not get caught up in the weeds. The key thing I’d like to point out here is asymmetry — how something seemingly small and insignificant (costing a few thousand dollars) can have an extreme impact or result (like taking out a multi-million dollar bomber).
With the dramatic advances in AI we are likely to see a proliferation of asymmetric weapons over the coming years. Anyway, we don’t want to get bogged down in discussing weapons of war, rather the main point here is asymmetry. In other words, non-linear outcomes… or in layman’s language, little things having big outcomes.
It is hard to go wrong when you have asymmetry on your side. Because sooner or later you lock onto a big winner.
Consider that anyone investing into this weird thing that geeks were playing with called Bitcoin a few years ago will now appreciate asymmetry:
Doug Casey's International Man
www.internationalman.com
From:[email protected]
To:[email protected]
Friday, August 22 at 7:10 a.m.
https://ecp.yusercontent.com/mail?ur...eDoP07SfWw--~D
https://ecp.yusercontent.com/mail?ur...u.UBiok6HQ--~D
The Power of Asymmetry in Life, War, and Investing
by Chris MacIntosh
https://ecp.yusercontent.com/mail?ur...ViONfqVEPw--~D
Recently, I was trawling through YouTube. I came across this and couldn’t help but notice the following clip on Charlie Munger’s words of wisdom.
Here’s the transcript of the last few minutes of the interview:
“It’s amazing how if you just get up every morning and keep plugging and have some discipline and keep learning, it’s amazing how it works out okay.
I don’t think it’s wise to have an ambition to be president of the United States or a billionaire or something like that because the odds are too much against you much better to aim low.
I did not intend to get rich; I wanted to get independent, but I just overshot.
By the way, while you’re clapping, some of the overshooting was accidental.
You can be very deserving, very intelligent and very disciplined but there’s also a factor of luck that comes into this thing and the people that get the good outcomes that seem extraordinary.
The people who have discipline and intelligence, and good virtue, plus a hell of a lot of luck.
Why wouldn’t the world work like that, so you shouldn’t give credit for the unusual?
A friend of mine said about a colleague of his and his fraternity – he says old George was a duck sitting on a pond and they raised the level of a pond.
There are a lot of people that just lock into the right place and rise and then and there are a lot of very eminent people who have many advantages and they’ve got one little flaw or one bit of bad luck and they they’re mired in misery all their lives but that makes it interesting to have all this variation.”
Very interesting that Charlie acknowledges the concept of luck and getting lucky! This circles back to a conversation I had with a friend some 20 years ago (an old investor who started investing in 1970), where he said:
“All you have to do to win at this game is to be at the table when your turn to get lucky comes around. Just make sure it doesn’t cost you too much money to sit at the table.”
Those words are central to our investing strategy, namely positioning ourselves to get lucky. This is closely tied to the notion of asymmetry of returns.
From a practical perspective, always look at a potential investment and ask yourself “how lucky could I get with this trade?”
Speaking of which…
Now, a new Bitcoin Treasury Company could be next—but the window for early gains is closing fast. Get the full report before the next leg up
Asymmetry In Motion
You may be aware of Ukraine’s drone attack on Russian bombers in June, supposedly wiping out 30% of Russia’s heavy bomber fleet.
Now, I know that the media are mostly neanderthals parroting nonsense, but I looked into it, and as far as I can tell (whether the above happened or not), the effectiveness of these tiny little flying death weapons is pretty accurate.
Essentially, it was these little things, which don’t look that different than what you can buy in an electronics store or from DJI.
As mentioned, we are always apprehensive of believing what we have been led to believe, especially with all the propaganda surrounding the Ukraine war (or any war for that matter).
But let’s not get caught up in the weeds. The key thing I’d like to point out here is asymmetry — how something seemingly small and insignificant (costing a few thousand dollars) can have an extreme impact or result (like taking out a multi-million dollar bomber).
With the dramatic advances in AI we are likely to see a proliferation of asymmetric weapons over the coming years. Anyway, we don’t want to get bogged down in discussing weapons of war, rather the main point here is asymmetry. In other words, non-linear outcomes… or in layman’s language, little things having big outcomes.
It is hard to go wrong when you have asymmetry on your side. Because sooner or later you lock onto a big winner.
Consider that anyone investing into this weird thing that geeks were playing with called Bitcoin a few years ago will now appreciate asymmetry:
- 5 years ago: If you invested $1,000 in Bitcoin in 2020, your investment would be worth $10,444.
- 10 years ago: If you invested $1,000 in Bitcoin in 2015, your investment would be worth $421,283.
- 15 years ago: If you invested $1,000 in Bitcoin in 2010, your investment would be worth about $968 million.
We keep highlighting “asymmetric setups” in the Big Five in each Capitalist Exploits Insider publication. Do with them what you will!
Which brings up the question…
When to Cash Out?
Here’s a question we received for our latest monthly webinar:
“Several hedge fund managers — including Kuppy, Ray Dalio, Ken Griffin, Bill Ackman — have warned that the global economy is on shaky ground, with some pulling double-digit percentages of AUM into cash. CapEx’s ethos is to stay the course with a 5–10 year view, riding out short recessions to capture long-term upswings. Under what specific conditions would CapEx shift strategy and take significant cash off the table?”
This was a very good question and one that we get often, albeit different variants of it. We did answer it during the webinar in a general sense, but let us get a little more specific.
Look at your portfolio and ask yourself: Is there any stock that you objectively feel is too expensive? If so, sell. If not, hold. It is as simple as that.
We say “simple” because when you hear of well-known fund managers putting the “fear of the almighty” up you, it ain’t so easy to hold the line.
Risk, my friends, cannot be eliminated, but it can be managed. So next time some headline hits your screen or someone on the internet yells and screams about the world ending, stop, breathe, and look critically at what you own, why you own it, and what your actual risk with each particular position ACTUALLY is.
Now, if you’ve built a portfolio of companies across sectors, many of which are unrelated to the others and dispersed geographically, while all sporting deep value, then the real question to ask is: where else would you put your money?
Editor’s Note: As you’ve just seen, positioning yourself for asymmetric outcomes — whether in life, war, or investing — isn’t about predicting the future. It’s about preparing for when the odds shift in your favour. That means staying informed, thinking critically, and keeping your seat at the table until your turn to get lucky inevitably arrives.
But there’s more to the story — and if you’re serious about understanding what’s coming next, you need to hear it straight from the source.
Click here to watch this urgent video conversation with Chris MacIntosh and Doug Casey
In this eye-opening video, they break down:
- Why the next financial collapse may already be unfolding
- How to uncover high-upside trades hiding in plain sight
- The exact types of investments Chris is targeting now — and why
- Why “asymmetric returns” aren’t just theory — they’re strategy
This is not the kind of mainstream fluff you’re used to. It’s real, unfiltered, and designed to help you thrive when others are merely trying to survive.
Don't make your next investment decision without seeing this.
Click here to watch now.
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WWW.AVIELFOREXLEARNINGEDGE.COM
- #15,336
- Edited 6:48pm Aug 22, 2025 6:26pm | Edited 6:48pm
- | Commercial User | Joined Dec 2014 | 14,162 Posts
WWW.AVIELFOREXLEARNINGEDGE.COM
Friday, August 22 at 6:36 PM
From:
Exposing The Darkness Newsletter <[email protected]>
Sent: August 22, 2025, 3:59:39 PM EDT
To:
[email protected]
Subject:
Ed Dowd: The Imminent Global “Deep Recession” Will Be Used to Usher in CBDCs
https://ecp.yusercontent.com/mail?ur...kwxk282EDg--~D
Ed Dowd: The Imminent Global “Deep Recession” Will Be Used to Usher in CBDCs
Edward Dowd discusses the financial system's current state, particularly the United States’ reliance on debt expansion and monetary interventions...
Exposing The Darkness is a reader-supported publication. To support my work, please consider becoming a paid subscriber.
https://ecp.yusercontent.com/mail?ur...bKpok7PMeA--~D
By Rhoda Wilson August 22, 2025
Edward Dowd, a former Wall Street money manager and founding Partner of Phinance Technologies, predicts a severe financial crisis in the United States, potentially worse than the 2008 crash, with the most critical phase expected to unfold in 2025/2026.
In an interview last month, he warned of a deep recession triggered by a housing crisis that will lead to a huge financial shock in the next 6 to 12 months, with stock market crashes, job losses and bank failures likely to intensify.
A central theme in Dowd’s analysis is the impending failure of numerous banks, particularly smaller institutions, leading to a major consolidation where fewer large banks would control the majority of banking activity. This consolidation, he argues, would be a necessary precursor to the introduction of a central bank digital currency, which is a tool for unprecedented government control over financial transactions and people’s behaviour.
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If the video above is removed from YouTube, you can watch it on Rumble HERE.
Edward Dowd, a former BlackRock portfolio manager who oversaw a $14 billion growth equity fund for over a decade and co-author of the book ‘Cause Unknown: The Epidemic of Sudden Deaths in 2021 and 2022’, discusses the current state of the financial system, particularly the United States’ reliance on debt expansion and monetary interventions like quantitative easing (“QE”), and the potential consequences of this strategy.
Related: CBDCs are a solution for a problem we don’t have, and they want to implant it under our skin
The following are some highlights from his interview last month with Versan and Vandall Aljarrah, founders of Black Swan Capitalist.
Table of Contents
Friday, August 22 at 6:36 PM
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Sent: August 22, 2025, 3:59:39 PM EDT
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Ed Dowd: The Imminent Global “Deep Recession” Will Be Used to Usher in CBDCs
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Ed Dowd: The Imminent Global “Deep Recession” Will Be Used to Usher in CBDCs
Edward Dowd discusses the financial system's current state, particularly the United States’ reliance on debt expansion and monetary interventions...
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By Rhoda Wilson August 22, 2025
Edward Dowd, a former Wall Street money manager and founding Partner of Phinance Technologies, predicts a severe financial crisis in the United States, potentially worse than the 2008 crash, with the most critical phase expected to unfold in 2025/2026.
In an interview last month, he warned of a deep recession triggered by a housing crisis that will lead to a huge financial shock in the next 6 to 12 months, with stock market crashes, job losses and bank failures likely to intensify.
A central theme in Dowd’s analysis is the impending failure of numerous banks, particularly smaller institutions, leading to a major consolidation where fewer large banks would control the majority of banking activity. This consolidation, he argues, would be a necessary precursor to the introduction of a central bank digital currency, which is a tool for unprecedented government control over financial transactions and people’s behaviour.
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If the video above is removed from YouTube, you can watch it on Rumble HERE.
Edward Dowd, a former BlackRock portfolio manager who oversaw a $14 billion growth equity fund for over a decade and co-author of the book ‘Cause Unknown: The Epidemic of Sudden Deaths in 2021 and 2022’, discusses the current state of the financial system, particularly the United States’ reliance on debt expansion and monetary interventions like quantitative easing (“QE”), and the potential consequences of this strategy.
Related: CBDCs are a solution for a problem we don’t have, and they want to implant it under our skin
The following are some highlights from his interview last month with Versan and Vandall Aljarrah, founders of Black Swan Capitalist.
Table of Contents
- Debt-Refinancing Cycles and Illegal Immigration
- Housing Crisis and Global Economic Slowdown
- Housing Crisis Combined With Stock Market Bubble Bursting
- Central Banks, Gold and Digital Currencies
- Tokenization of Gold and Other Assets
- Crypto Markets
- Federal Reserve's Actions
- Banking Sector Consolidation
- Central Bank Digital Currencies
Debt-Refinancing Cycles and Illegal Immigration
As podcast co-host Versan Aljarrah said, the dollar’s status as a reserve currency is being questioned in the US and globally, and there is speculation about whether the current situation is an intentional strategy to inflate the dollar to the point of collapse as a means of resetting the system.
According to Ed Dowd, the dollar is subject to long cycles; Tim Wood, the “Cyclesman,” has identified a four-year cycle. Based on Wood’s research, the downturn out of this sixth economic cycle is now lined up to correspond with the bursting of the largest economic bubble in history. As long as the dollar stays above the last four-year low of 89.10, the bullish long-term trend remains intact long term. At the time of the interview, the price was around 97. For the current price, see Stock Charts HERE.
“[The US dollar is] the cleanest shirt in a dirty laundry,” Dowd said. There is approximately $17 to 18 trillion in dollar-denominated debt in other countries, both sovereign and through corporates, making it difficult for them to get off the dollar without experiencing a deflationary depression. So, while we’re witnessing the dollar’s demise, it’s not imminent, he said.
The death of the dollar is a slow process, and cyclical forces may eventually go against the Trump administration’s preference for a weak dollar, with a fast-rising dollar often indicating a contracting global credit system and credit destruction.
Podcast co-host Vandell Aljarrah noted that, historically, charts show an interesting correlation between the US dollar and Bitcoin. There has been a direct inverse correlation between the dollar bottoming and Bitcoin peaking.
The debt-refinance cycle has been occurring every three to five years, Vandell said. But since 2009, every four years on average, there has been a notable pattern of the dollar weakening and Bitcoin peaking around the same time, showing a tight inverse correlation.
Related: The Bitcoin-Dollar system: The fast-approaching digital financial system
When Dowd was asked his thoughts on the debt-refinancing cycle that’s been happening since 2009, he explained that a synchronized global slowdown occurred in 2019, accompanied by a repurchase agreements (“repo”) crisis. Repos are overnight lending between the banks and the Federal Reserve. The repo crisis led to central banks and governments increasing spending.
“Then, lo and behold, COVID magically came along, and this crisis allowed and gave central banks and governments a license to spend like drunken sailors,” he said. So, the Federal Reserve printed money and the US government spent it, resulting in actual inflation for the first time since 2009. Before 2009, inflation was asset inflation, the sustained increase in the prices of financial and real assets, such as stocks, bonds, real estate and land.
Related:
- Lockdown wasn’t imposed to protect the world from a new virus but because the real economy had to be shut down
- ‘The Great Taking’ on The Exposé
- Professor Richard Werner: Banks make money out of nothing!
The inflation, combined with the Federal Reserve’s unprecedented monetary hike cycle, led to a situation where another acceleration of government spending was needed, which was provided by the Biden Administration through increased deficit spending. Dowd believes a large part of the Biden Administration’s spending was due to logistical operations related to illegal immigration.
“I believe, and it’s starting to come out, that a lot of that spending was on the purposeful logistical operation of bringing in 20 million people into the US, which did affect the economy,” he said.
Dowd believes that large-scale illegal immigration has introduced a new economic variable that affects the economy and makes traditional recession indicators less reliable. He said that his “recession call” in 2023 and 2024 was wrong because he was looking at the “normal economic cycle indicators that had always worked,” but digging a bit deeper, they found that mass illegal immigration was having a significant impact on the economy.
Related:
- Next Crisis to Trigger Massive Banking Sector Consolidation, 8 Banks to Call All the Shots – Ed Dowd, Kitco News, 23 September 2024
- Huge Financial Shock Inevitable & Hitting Now – Ed Dowd, USA Watchdog, 11 May 2024
Housing Crisis and Global Economic Slowdown
“[The immigration] trend is reversing, and it’s going to have an impact on the economy,” Dowd said. For example, “illegal immigration was holding up housing. Housing started to roll in 2022, but prices didn’t come down because rents were elevated. That’s all going away.”
Related: Australia: They use mass immigration to create a housing crisis, which they use to push more people into renting – “You will own nothing”
The housing market, which was supported by elevated rents due to mass illegal immigration, is causing a slow-rolling crisis, with leading indicators already showing a decline. This crisis will eventually affect the stock markets, construction activity and lead to layoffs. That’ll be “coming in the next 6 to 12 months,” Dowd said, calling it a “deep recession.”
The deep recession Dowd speaks of is characterized by a housing crisis. This trend is not limited to the US but is being observed globally, with countries like Japan and the UK experiencing similar declines in their housing markets. The global real estate market is starting to show signs of a synchronized decline, with the stock markets and companies related to homebuilding not performing well, Dowd said.
“In the last month, we’re really seeing a synchronization. Japan had bad numbers in housing this month, the UK and the US. So, it seems like it’s global and it’s synchronized at the moment,” he said. Yet, he noted, this situation is not being widely reported in corporate media, “nor will it be until it starts to affect the hard data and the stock markets finally give up the ghost.”
Related:
- “No Way To Avoid Pain Of Worldwide Recession” – Ed Dowd Warns Of “Perfect Storm For Trump Admin”, ZeroHedge, 10 February 2025
- Danger of deep worldwide recession in 2025, Phinance Technologies, 1 January 2025
Housing Crisis Combined With Stock Market Bubble Bursting
In addition to the housing market, the stock for home building companies is expected to take a hit. “I think we’re going to see new lows in the home builders over the next couple of months, which will be a leading indicator for housing,” Dowd said, with stock losses of between 30% and 50%, similar to the declines in stock prices as seen in the dot-com (or dotcom) bubble.
The current stock valuations are at record levels, similar to the dot-com bubble in 2000. Comparing current levels of S&P dividend yields with bonds, the 10-year projected return on equities is not good. “If you put all your money into stocks right here, right now, your 10-year forward returns are abysmal,” Dowd warned.
The stock market is driven by “big-cap” technology stocks, such as semiconductor company Nvidia, a $4 trillion company. “Big-cap,” “large cap” or “large market capitalization” refers to publicly traded companies with a market capitalization of $10 billion or more.
“So, we have unfortunately … a housing crisis coming – and again, we don’t know how deep it’s going to be. It could be moderate, could be shallow, could be severe, but it’s going to happen. And then you have a tech bubble/stock bubble. So, you could have a stock bubble bursting and a housing crisis. So, think of like 2000 [dot-com bubble] and 2008 [Great Financial Crisis] combined,” Dowd said.
Noting factors that might affect how bad the coming recession will be, Dowd said the consumer is not as leveraged as they were in the 2008 housing crisis, the potential effects on the banking system are still unknown, and the Federal Reserve and fiscal responses will be important in determining the outcome.
“What would stocks do? Anywhere between third at 30% and 50%. The last two big recessions we had were the dot-com bubble recession – stocks went down 50% over a two-year time frame according to the indices – and in the Great Financial Crisis, we went down 50%. So, I’d say anywhere between 30 and 50%. You’ll get a Federal Reserve response and a fiscal response, and then we have to see from there what’s going to happen,” Dowd explained.
Related:
- Central banker tells his nephew: We control the press and the politicians
- Mark-to-market: A BIS scheme that helped to set up the 2008 Global Financial Crisis
- James Rickards: When the next financial crisis hits, the elites are planning to freeze the financial system worldwide
Central Banks, Gold and Digital Currencies
Versan mentioned that central banks are accumulating physical gold and promoting a digital future, which seems contradictory and may be a way to distract from the underlying issues in the market. The illusion of a stable market cannot continue indefinitely, and the suppression of gold prices may not be sustainable in the long term. “How long can this illusion go on?” he asked Dowd.
Gold is expected to increase in value long-term, despite potential short-term pullbacks, Dowd responded. Investors should view any downturn as a buying opportunity, rather than selling their gold or using excessive leverage in gold futures. “Long-term gold is going higher … because there’s this focus on digital currencies,” he said.
The classification of gold as a Tier 1 capital asset at banks, which came into effect in the US in July, allows banks to lend against physical gold, and central banks have been quietly accumulating gold ahead of this change.
Related: What Do They Mean When They Say Gold Is a Tier 1 Asset? Metals Edge,
“In the 1970s, when we went off the gold standard, they made it a commodity. So, they’re kind of remonetizing gold,” he explained. Central banks are accumulating gold, and some states, such as Texas, are legalizing gold and silver as legal tender.
Note from The Exposé: The United States stopped using the gold standard in stages. The process began in 1933 when President Franklin D. Roosevelt suspended the gold standard for domestic transactions, prohibiting the private ownership of gold and halting the convertibility of currency into gold.
While domestic transactions were no longer backed by gold after 1933, the international monetary system continued under the Bretton Woods Agreement, established in 1944.
The gold standard was finally and completely abandoned on 15 August 1971, when President Richard Nixon announced that the United States would no longer redeem dollars for gold, a move known as the “Nixon Shock.” This action ended the Bretton Woods system and marked the definitive end of the gold standard for US currency. Since then, the US dollar has operated as a fiat currency, backed by government authority rather than a physical commodity.
No country currently uses a gold standard to back its currency.
Related:
- Catherine Austin Fitts: While the central bankers are building the control grid, they are also preparing for a near-extinction event to save themselves
- Is the “paper gold” scam the reason why Trump and Musk’s audit of US gold reserves was cancelled?
- Did the Bilderberg Group orchestrate the 1973 oil crisis?
Tokenization of Gold and Other Assets
Distributed ledger technologies (“DLTs”) are digital systems for recording transactions and other data across multiple locations, institutions or nodes simultaneously, without a central administrator or single point of failure. They are gaining traction and may play a critical role in cross-border financial transactions.
Central banks and financial institutions worldwide are actively exploring and testing DLTs to improve cross-border payments and settlement. Is there a strategic plan to bridge physical assets like gold with digital networks? Yes, Dowd said, “there’s a lot of talk of tokenization and people are trying to tokenize gold and other assets, and it’s going to be interesting to see how that works. The term ‘smart contracts’, what have you.”
Dowd has spoken to people in the business who have confirmed that they’re trying to start the tokenization of assets and smart contracts in the gold market. However, “what they’re saying is no one wants to do it because they like doing business the way that they’re doing business, because tokenization will take out a lot of middlemen, and the middlemen are not happy about being taken out. So, it’s a slow process. I don’t think it’s going to happen overnight, but it’s beginning.”
Crypto Markets
Vandell feels the crypto market is like “the wild west,” with 99% of cryptocurrencies and cryptocurrency companies expected to go to zero value, while a handful of companies with real-world use cases, utility and solutions to trillion-dollar issues will emerge.
He believes the crypto market is designed to give people the illusion of decentralized finance, while actually being a centralized system tied to the blockchain. Some stablecoins like XRP and XLM have been mentioned in documents by the Bank for International Settlements and the World Bank Group, Vandell noted.
There’s a correlation between the dollar and cryptocurrencies, and a correlation between Bitcoin and the NASDAQ, Dowd said. Cryptocurrencies tend not to do well when the dollar goes up, and so most will go to zero.
Meme coins seem to be a rigged system, Dowd said. “If I were buying a meme coin once it’s offered to me, I’m pretty sure I’ll lose money if I hold it for any length of time.” Like cryptocurrencies, Dowd believes most meme coins are expected to go to zero value.
Related:
- Cryptocurrencies are playing key roles in the development of CBDCs
- Trump’s banning of CBDCs is a moot point; Americans already live under a CBDC system
- Stablecoin surge: Here’s why reserve-backed cryptocurrencies are on the rise, World Economic Forum, 21 July 2025
Federal Reserve’s Actions
The Federal Reserve’s decision to keep interest rates steady, while other central banks are lowering theirs, may be doing a disservice to the US economy, as real interest rates of 2% can exacerbate economic slowdown and monetary contraction.
Dowd thinks the Federal Reserve is relying on flawed labour market data, such as non-farm payroll numbers, which economists like Dr. Lacy Hunt and Daniel DiMartino believe are incorrect by over a million jobs.
Related: Dr. Lacy Hunt on what the huge downward revision in the jobs data means for the economy, The Julia Le Roche Show, 27 August 2024
When the economic downturn occurs, it will happen quickly. The combination of the incorrect non-farm labour data and the Federal Reserve’s current stance on interest rates could lead to a rapid decline in the market when the truth about the economy becomes apparent, catching many investors off guard. It’s going to cause everyone to have an “aha moment,” and they’ll have to adjust their investment portfolios, all selling stocks at the same time, Dowd said. “So, this could be phenomenally fast and dangerous.”
Banking Sector Consolidation
Sudden and rapid selling off of stock has the potential of a ripple effect in the banking sector, causing a crisis that could lead to banking consolidations. People may have forgotten that there was a close call in 2023. The unprecedented deficit spending and the Federal Reserve intervention with its Bank Term Funding Programme (“BTFP”) prevented a banking crisis in 2023, Dowd said.
In 2023, BTFP offered loans with maturities of up to one year to eligible banks, savings associations, credit unions and other depository institutions. Loans could be repaid without penalty before maturity. This prevented a banking crisis,
“These banks, over the previous 14 years before the rate hikes, were buying very low-yielding treasuries and corporate credit. With the interest rate hikes, they lost money on paper. That started a bank run in March of 2023. Silicon Valley Bank went away, and a couple of others just disappeared overnight. So, the Federal Reserve put the finger in the dyke and stopped that,” Dowd said.
Related: Was the looming global financial crisis, the meltdown of the current financial system, predictable?
However, the current situation differs from the one in 2023. We’re at the part of the cycle when credit is going in the wrong direction, and the Federal Reserve is unlikely to lend against bad credit.
“We got commercial real estate, we’ve got housing loans that are going to start to sour, and then we have this other private credit debacle because the banks … they’re ones backing a lot of the private credit loans, they give these firms loans to then go make loans,” he explained. And “there’s been a lot of Ponzi finance in the private credit markets … another shadow banking phenomenon.”
Shadow banking refers to financial activities that perform functions similar to traditional banking, such as lending and credit provision, but occur outside the regulated banking sector. These activities are often conducted by non-bank financial institutions and are sometimes called non-bank financial intermediation or market-based finance. According to Forbes, the 2008 financial crisis was triggered by a run on the shadow banking system.
Although it’s hard to predict what how the Federal Reserve would respond and what would happen as a result, we could see regional bank consolidation, with big banks getting bigger as the Federal Reserve forces mergers, as they did during the 2008 financial crisis, and this could pave the way for the introduction of a central bank digital currency.
“If you want to introduce a central bank digital currency, it’s much easier to do so when there are fewer banks,” Dowd said. “We’re not calling for a systemic crisis [like in 2008], but bank stocks won’t do well. There’ll be a scare. And if there is a systemic crisis, well, Katy bar the door because last time the central banks were the backstop. Who’s going to backstop central banks if there’s a systemic crisis?”
Central Bank Digital Currencies
137 countries and currency unions, representing 98% of global GDP, are exploring a central bank digital currency (“CBDC”). Some have made progress in setting up the necessary infrastructure, including the use of blockchain technology.
“In an economic crisis, which we believe will be global, there’ll be a lot of fear, a lot of panic, and that’s the idea, and then you have bank consolidation. That would be the time to roll [CBDCs] out,” Dowd said.
The Bank for International Settlements and the International Monetary Fund have been clear and spoken about their vision for a CBDC. They have been preparing for
Its implementation for a long time.
A CBDC would give bankers control over the velocity of money, allowing them to dictate how quickly money is spent, and this level of control is a key aspect of their vision for the monetary system. The potential for a CBDC to control people’s behaviour, such as imposing quotas on meat consumption to mitigate “climate change,” is a concerning aspect and highlights the potential for abuse of power.
Related:
- The Smart Money Nightmare: What Life Without Cash Could Mean for You
- IMF publishes multi-year plan to implement CBDCs; it may spell the end of our financial freedom and autonomy
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Catherine Austin Fitts: The Current Administration Was Put Into Place by the Bankers to Get the Control Grid Accomplished
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August 24, 2025
Russia Wields “Weapon Of Victory” Over American Artificial Intelligence Revolution
By: Sorcha Faal, and as reported to her Western Subscribers
A thought-provoking new Security Council (SC) report circulating in the Kremlin today first notes that President Putin will go on a four-day visit to China next week, says China is under a “bone-crushing sanctions” threat from the United States over its refusal to stop buying Russian energy. Still, the leftist New York Times just factually observed: “If sanctions were placed on major Chinese banks, international trade would slow considerably...Many American companies would be unable to pay Chinese factories for goods or receive payments for their exports...Supply chains for everything from electronics to pharmaceuticals could freeze up, sending prices soaring for American consumers...This calculus has made Chinese banks nearly unsanctionable”.
On the anniversary of Ukraine's Independence Day, celebrated today, this report notes, President Donald Trump declared: “The people of Ukraine have an unbreakable spirit, and your country’s courage inspires many...As you mark this important day, know the United States respects your fight, honours your sacrifices, and believes in your future as an independent nation...Now is the moment to bring an end to the senseless killing,” and warned:
“Ukraine will have to make concessions because it cannot win the conflict!”—the leftist Washington Post then assessed: “Trump’s brand of diplomacy is indeed a disorienting one, anchored by few foundational principles and frequently upended by his shifting positions and declarations that turn out to be hollow”—and the Wall Street Journal revealed: “The U.S. has quietly implemented a review process giving Defense Secretary Pete Hegseth authority to bar Ukrainian long-range strikes inside Russia with American missiles, effectively blocking strikes for months”.
Disregarding the warning issued by President Trump, this report continues, unelected Ukrainian Dictator Vladimir Zelensky proclaimed like a lunatic today: “Here at the zero kilometre, this is a starting point where distances to Ukrainian cities are marked – to our Donetsk, our Lugansk, our Crimea...All of this is Ukraine, and no temporary occupation can change that...
One day we will be together again as one country...It’s only a matter of time”—a proclamation of lunacy followed by Politico revealing: “President Donald Trump believes Moscow should be ‘coaxed’ into peace talks with Ukraine, whereas Kiev can be ‘pressured’ due to its dependence on Western aid”—all of which was joined with the news: “The problem of systemic corruption is a really acute topic in Ukraine now...However, particularly corruption (supported and protected by the authorities all over the vertical of power) adds fuel to the fire of the war, distancing Ukraine from peace...While defence budgets and multibillion tranches of military aid from the allies are creating a fertile ground for corrupt politicians, while the fight against corruption is remaining a cover created for Europe and America, while Ukrainian businessmen are developing new schemes of getting rich on the war, a peaceful settlement of the war is out of question”.
As President Trump ponders how to end a war that corrupt Ukrainian officials want to continue because it is making them rich, this report details, the Financial Times newspaper in London just factually revealed: “Despite the sanctions imposed by Western countries, American oil service companies continue to expand their business in the Russian Federation”—and as to why American companies can’t stop aiding Russia in fossil fuel exploration, the Pentagon think tank Rand Corporation warned: “The United States leads the world in data centers and AI compute, but exponential demand leaves the industry struggling to find enough power capacity to rapidly build new data centers...Failure to address bottlenecks may compel U.S. companies to relocate AI infrastructure abroad, potentially compromising the U.S. competitive advantage in compute and AI and increasing the risk of intellectual property theft”.
Joining the Rand Corporation, this report concludes, the Massachusetts Institute of Technology also warned: “The energy resources required to power this artificial-intelligence revolution are staggering, and the world’s biggest tech companies have made it a top priority to harness ever more of that energy, aiming to reshape our energy grids in the process...Meta and Microsoft are working to fire up new nuclear power plants...OpenAI and President Donald Trump announced the Stargate initiative, which aims to spend $500 billion—more than the Apollo space program—to build as many as 10 data centers...Each of which could require five gigawatts, more than the total power demand from the State of New Hampshire,”—and are warnings well known to top Kremlin advisor Kirill Strelnikov, who, in his just-released document “The West Has Officially Capitulated: It Has Become Clear
Why Russia Cannot Be Defeated”, factually observed:
This past week, the country celebrated its 80th anniversary of the Russian nuclear industry.
Thanks to the labor feat of our nuclear scientists, who in just four years created the first Soviet atomic bomb from scratch, we have ensured reliable nuclear parity with the West, which guaranteed the country’s security even during the most crisis periods of the Cold War, and also continues to serve as a powerful deterrent even now, when the war is already hot in many ways.
As of the beginning of 2025, the Rosatom corporation is simultaneously conducting projects with a total value of about $200 billion at 40 international sites; domestic nuclear power plants provide about 20% of the country’s total energy consumption, and in the near future the figure will increase to 25%; almost every tenth nuclear power unit in the world is of Russian origin.
Russia is the world's main and only full-cycle supplier: uranium enrichment, fuel supplies, nuclear power plant construction and personnel training. According to Western experts, more than 75% of the world's nuclear programs depend on Russian technology and nuclear fuel. Russia remains the main supplier of nuclear fuel for nuclear power plants in the United States (about 20% of all needs), and in total, Russia has at least 40% of the uranium enrichment market.
Western experts and the military are sounding the alarm: states capable of quickly deploying mobile nuclear installations will gain a fundamental advantage in the wars of next-generation AI drones. At the same time, energy will become a key resource, and nuclear technology a "weapon of victory" to ensure an uninterrupted power supply to the voracious military platforms of the future.
Conclusion: formally, the peaceful energy of today will become the main battlefield and the most important factor of strategic dominance tomorrow.
Russia has gone into a lead in this area, which is almost impossible to overcome in the foreseeable future; that is, the nuclear war of the future has already ended before it even began.
[Note: Some words and/or phrases appearing in quotes in this report are English language approximations of Russian words/phrases having no exact counterpart.]
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August 24, 2025, EU and US all rights reserved. Permission to use this report in its entirety is granted under the condition that it is linked to its source at WhatDoesItMean.com. Freebase content licensed under CC-BY and GFDL.
[Note: Many governments and their intelligence services actively campaign against the information found in these reports so as not to alarm their citizens about the many catastrophic Earth changes and events to come, a stance that the Sisters of Sorcha Faal strongly disagree with in believing that it is every human being’s right to know the truth. Due to our mission’s conflicts with that of those governments, the responses of their ‘agents’ have been a longstanding misinformation/misdirection campaign designed to discredit us, and others like us, that is exemplified in numerous places, including HERE.]
[Note: The WhatDoesItMean.com website was created for and donated to the Sisters of Sorcha Faal in 2003 by a small group of American computer experts led by the late global technology guru Wayne Green (1922-2013) to counter the propaganda being used by the West to promote their illegal 2003 invasion of Iraq.]
[Note: The word Kremlin (fortress inside a city) as used in this report refers to Russian citadels, including in Moscow, having cathedrals wherein female Schema monks (Orthodox nuns) reside, many of whom are devoted to the mission of the Sisters of Sorcha Faal.]
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August 24, 2025
Russia Wields “Weapon Of Victory” Over American Artificial Intelligence Revolution
By: Sorcha Faal, and as reported to her Western Subscribers
A thought-provoking new Security Council (SC) report circulating in the Kremlin today first notes that President Putin will go on a four-day visit to China next week, says China is under a “bone-crushing sanctions” threat from the United States over its refusal to stop buying Russian energy. Still, the leftist New York Times just factually observed: “If sanctions were placed on major Chinese banks, international trade would slow considerably...Many American companies would be unable to pay Chinese factories for goods or receive payments for their exports...Supply chains for everything from electronics to pharmaceuticals could freeze up, sending prices soaring for American consumers...This calculus has made Chinese banks nearly unsanctionable”.
On the anniversary of Ukraine's Independence Day, celebrated today, this report notes, President Donald Trump declared: “The people of Ukraine have an unbreakable spirit, and your country’s courage inspires many...As you mark this important day, know the United States respects your fight, honours your sacrifices, and believes in your future as an independent nation...Now is the moment to bring an end to the senseless killing,” and warned:
“Ukraine will have to make concessions because it cannot win the conflict!”—the leftist Washington Post then assessed: “Trump’s brand of diplomacy is indeed a disorienting one, anchored by few foundational principles and frequently upended by his shifting positions and declarations that turn out to be hollow”—and the Wall Street Journal revealed: “The U.S. has quietly implemented a review process giving Defense Secretary Pete Hegseth authority to bar Ukrainian long-range strikes inside Russia with American missiles, effectively blocking strikes for months”.
Disregarding the warning issued by President Trump, this report continues, unelected Ukrainian Dictator Vladimir Zelensky proclaimed like a lunatic today: “Here at the zero kilometre, this is a starting point where distances to Ukrainian cities are marked – to our Donetsk, our Lugansk, our Crimea...All of this is Ukraine, and no temporary occupation can change that...
One day we will be together again as one country...It’s only a matter of time”—a proclamation of lunacy followed by Politico revealing: “President Donald Trump believes Moscow should be ‘coaxed’ into peace talks with Ukraine, whereas Kiev can be ‘pressured’ due to its dependence on Western aid”—all of which was joined with the news: “The problem of systemic corruption is a really acute topic in Ukraine now...However, particularly corruption (supported and protected by the authorities all over the vertical of power) adds fuel to the fire of the war, distancing Ukraine from peace...While defence budgets and multibillion tranches of military aid from the allies are creating a fertile ground for corrupt politicians, while the fight against corruption is remaining a cover created for Europe and America, while Ukrainian businessmen are developing new schemes of getting rich on the war, a peaceful settlement of the war is out of question”.
As President Trump ponders how to end a war that corrupt Ukrainian officials want to continue because it is making them rich, this report details, the Financial Times newspaper in London just factually revealed: “Despite the sanctions imposed by Western countries, American oil service companies continue to expand their business in the Russian Federation”—and as to why American companies can’t stop aiding Russia in fossil fuel exploration, the Pentagon think tank Rand Corporation warned: “The United States leads the world in data centers and AI compute, but exponential demand leaves the industry struggling to find enough power capacity to rapidly build new data centers...Failure to address bottlenecks may compel U.S. companies to relocate AI infrastructure abroad, potentially compromising the U.S. competitive advantage in compute and AI and increasing the risk of intellectual property theft”.
Joining the Rand Corporation, this report concludes, the Massachusetts Institute of Technology also warned: “The energy resources required to power this artificial-intelligence revolution are staggering, and the world’s biggest tech companies have made it a top priority to harness ever more of that energy, aiming to reshape our energy grids in the process...Meta and Microsoft are working to fire up new nuclear power plants...OpenAI and President Donald Trump announced the Stargate initiative, which aims to spend $500 billion—more than the Apollo space program—to build as many as 10 data centers...Each of which could require five gigawatts, more than the total power demand from the State of New Hampshire,”—and are warnings well known to top Kremlin advisor Kirill Strelnikov, who, in his just-released document “The West Has Officially Capitulated: It Has Become Clear
Why Russia Cannot Be Defeated”, factually observed:
This past week, the country celebrated its 80th anniversary of the Russian nuclear industry.
Thanks to the labor feat of our nuclear scientists, who in just four years created the first Soviet atomic bomb from scratch, we have ensured reliable nuclear parity with the West, which guaranteed the country’s security even during the most crisis periods of the Cold War, and also continues to serve as a powerful deterrent even now, when the war is already hot in many ways.
As of the beginning of 2025, the Rosatom corporation is simultaneously conducting projects with a total value of about $200 billion at 40 international sites; domestic nuclear power plants provide about 20% of the country’s total energy consumption, and in the near future the figure will increase to 25%; almost every tenth nuclear power unit in the world is of Russian origin.
Russia is the world's main and only full-cycle supplier: uranium enrichment, fuel supplies, nuclear power plant construction and personnel training. According to Western experts, more than 75% of the world's nuclear programs depend on Russian technology and nuclear fuel. Russia remains the main supplier of nuclear fuel for nuclear power plants in the United States (about 20% of all needs), and in total, Russia has at least 40% of the uranium enrichment market.
Western experts and the military are sounding the alarm: states capable of quickly deploying mobile nuclear installations will gain a fundamental advantage in the wars of next-generation AI drones. At the same time, energy will become a key resource, and nuclear technology a "weapon of victory" to ensure an uninterrupted power supply to the voracious military platforms of the future.
Conclusion: formally, the peaceful energy of today will become the main battlefield and the most important factor of strategic dominance tomorrow.
Russia has gone into a lead in this area, which is almost impossible to overcome in the foreseeable future; that is, the nuclear war of the future has already ended before it even began.
[Note: Some words and/or phrases appearing in quotes in this report are English language approximations of Russian words/phrases having no exact counterpart.]
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August 24, 2025,
EU and US all rights reserved. Permission to use this report in its entirety is granted under the condition that it is linked to its source at WhatDoesItMean.com. Freebase content licensed under CC-BY and GFDL.[Note: Many governments and their intelligence services actively campaign against the information found in these reports so as not to alarm their citizens about the many catastrophic Earth changes and events to come, a stance that the Sisters of Sorcha Faal strongly disagree with in believing that it is every human being’s right to know the truth. Due to our mission’s conflicts with that of those governments, the responses of their ‘agents’ have been a longstanding misinformation/misdirection campaign designed to discredit us, and others like us, that is exemplified in numerous places, including HERE.]
[Note: The WhatDoesItMean.com website was created for and donated to the Sisters of Sorcha Faal in 2003 by a small group of American computer experts led by the late global technology guru Wayne Green (1922-2013) to counter the propaganda being used by the West to promote their illegal 2003 invasion of Iraq.]
[Note: The word Kremlin (fortress inside a city) as used in this report refers to Russian citadels, including in Moscow, having cathedrals wherein female Schema monks (Orthodox nuns) reside, many of whom are devoted to the mission of the Sisters of Sorcha Faal.]
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