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Thursday morning #headlines recap

Editor’s note: a lot of today’s news involves hyperventilation about the Fauci nothingburger. That topic was sufficiently identified for its fake and gay nature yesterday, so no further reports are needed today.

US strikes Iran overnight after Jordan base attack; residential areas hit. CENTCOM ran fighter-jet and ATACMS strikes (fired from Kuwait) against southern/western Iran, hitting Sirik, Nurabad and Qeshm. Tasnim reported a residential area struck on Qeshm Island; a Tehran-side account says a father, mother and 2-year-old were killed there, two children wounded. Trigger was an IRGC ballistic-missile attack on the US Muwaffaq Salti base in Jordan, all reportedly intercepted. Reports of all inbound missiles being intercepted was already deboonked yesterday.

Saudi-US joint strikes pounded Iran-backed PMF in Iraq, killing 20+; an Iraqi source puts it at 23 killed, 32 wounded. Iraq's president rejected use of its territory and called the strikes a sovereignty violation. Iraqi resistance factions gave the government a one-week deadline (to Aug 6) to respond on how they will react to US aggression.

CSIS (Center for Strategic and International Studies) estimates US Patriot inventory has fallen from 2,330 pre-war to under 830 (≥65% below February), THAAD ≥38% below. CENTCOM's Cooper reportedly pitched a 10-14 day campaign to reduce future interceptor demand; the Joint Chiefs' Caine warns the shortage argues against it. Lockheed just got a Patriot contract worth up to $58.6B to rebuild stockpiles. The US would have to stop using them for years in order for Lockheed to catch up and restock.

China set to deliver up to 400 shoulder-fired air-defense launchers (QW-12/FN-16, ~$60-70M) to Iran within weeks. It’s looking more and more like a world war, isn’t it?

Iran rejected Oman's 50-50 Hormuz plan and asserted sole authority over "safe" transit lanes. Trump reportedly erupted at national-security officials who "can't agree on strategy”. They can’t agree on strategy because Fat Orange Retard has put them in an absolute no-win situation.

Roughly 8 commodity vessels crossed Hormuz Tuesday vs ~125/day pre-war; product tightness is masking a crude-supply shut-in as tankers can't load. WTI spiked ~8% above $86 on Trump's "hitting them hard” statement; Brent ~$91.

Eni and TotalEnergies approved a new Cypriot gas route into Europe through Damietta on Tuesday. On Wednesday a drone hit the American-owned LNG floating storage facility moored in that port. The target was not the pipeline and not the export plant. It was the backup. In a related bit of slightly good news, Qatar sent its first LNG cargo through Hormuz in three weeks — using the Iran-designated corridor, transponder on.

Russia hit Kiev, Lviv, Ivano-Frankivsk, Rivne, Kryvyi Rih and Odessa-region ports, targeting drone/missile production. Ukraine's Air Force claims interception of 54 of 61 cruise missiles and 265 of 284 drones, but only one of nine ballistics and none of four Zircons. In the process, a Kh-101 impacted eastern Poland (~90 km from the border); Warsaw scrambled jets and called air alerts. Until further notice all interception claims are assumed to be fake and gay.

Odessa blockade is costing Ukraine ~$70M/day in idle exports; three ports handle ~$70M/day and two-thirds of H1 exports went through Greater Odessa. 70 million a day? That’s chump change compared to the power of the EU and US money printers…

Fed holds 9-3, guidance gone, 30Y screams policy error. Warsh held at 3.50-3.75% for a 5th straight meeting; Hammack, Kashkari and Logan dissented for a hike — first 3-way same-direction dissent since 2016. Finbros feel free to add your analysis in the comments…

KOSPI back-to-back circuit breakers; SK Hynix posts record quarter and still drops ~17%. Korea has fallen ~40% in 40 days, ~$2T erased, its worst month ever — past the 1997 and 2008 crises. Local traders reportedly lost 56 trillion won (~$38.7B) on leveraged products. Patrick Boyle says the market is being driven by Korean retail investors (collectively know as The Ants) that are willing to take on enormous risk: “When the ordinary ladder to the middle class has been pulled up out of reach, gambling on markets stops feeling like the reckless option and starts feeling like the only option. If the sensible, patient strategy has a payoff of approximately zero, the reckless one doesn't have to look good.” Full video here: youtube dot com/watch?v=nJtL9MBVj48

German auto giant BMW is planning to slash some 8,000 jobs globally by the end of 2027. Porsche announced plans to eliminate another 5,000 jobs by 2035, bringing its total planned reduction to around 9,400 positions. Its parent company, Volkswagen, is considering slashing up to 100,000 jobs. Wasted money on electrification delusions + importing countless brown savages = economic disaster.

Blood markers found in victims of THE GOYBEAM. nitter dot space/LenBerMd/status/2038707976530256251 



FCC: Ban on Foreign-Made Robots Includes Robot Vacuums. Ban only affects new models which are not already being imported. Those robot vacuums are a surveillance wet dream…

Miriam Adelson’s Boeing 767 N804MS spotted sitting on the runway with TPUSA plane N102DZ sitting right beside it. Apparently this has happened more than once. Just a coincidence anon, you know all those rich people travel in the same circles…

Migrants storm EU border: Thousands charge up beaches and climb over fences to force their way into Spanish enclave as it declares ‘total emergency.’ There is only one solution at this point…

A family needed an antibiotic for their kid but the price with their insurance was $2,500 for 14 tablets; the price for this exact same antibiotic at a self-pay pharmacy that doesn’t accept insurance was only $18. We’re gonna need a lot more Luigis. Also, for those interested the pharmacy is forestparkpharmacy dot com

Have a good day frens… I’ll be on the lookout for good news headlines and collecting bits for tomorrow’s report…

Replies

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@jb >Fat Orange Retard has put them in an absolute no-win situation

One concern of mine is that FOR will start firing people until he gets someone willing to color far outside the lines in trying to get him what he wants.

>Finbros feel free to add your analysis in the comments

Not a finbro but the FOMC serves at the behest of Congress and any attempts to turn off their spigot will be met with...unpleasantries. It's probably the only thing Congress is willing to take actual action on.

>Patrick Boyle says...

Boyle often succumbs to Tory-level takes on events but that one is good. See also the rampant gambling in the west.

>but the price with their insurance

I always note that my one maintenance prescription is twice as much with my (HSA) insurance. "But Then It Counts Toward Your [ridiculously high] Deductible" says the insurance company, oof.
in the 90s my wife worked handling insurance at a doctor's office
back then the incestuous relationship between doctors, BIG PHARMA, and BIG INSURANCE was already rampant
now it's reached levels that shouldn't even be possible
@jb support given by China should be considered on a "believe it when I see it" basis

China seems to take the role of a war profiteer, rather than someone who takes a position and stands for something
China has not sent any warships to the region, has not done anything to actively protect Iran. As soon as there was a pause in the fighting, they sheepishly got some oil tankers out.
China recently "sanctioned" western companies, but not countries. So if some drone "manufacturer" in the west needs a chinese part, some lithium battery, some electric motor, they just order it from some third party supplier, and China delivers ist. I call b.s. on China more and more every day - remember the meetings of Kissinger with Mao?
@jb >It’s looking more and more like a world war, isn’t it?

We've been in the preliminary stages of a world war since Ukraine, brother.

>They can’t agree on strategy because Fat Orange Retard has put them in an absolute no-win situation.

It would actually be so much simpler if it was merely the "captain" of the vessel who was retarded... The whole ship was fucked long before it set sail.

>Wasted money on electrification delusions + importing countless brown savages = economic disaster.

You forgot the implementation of hallucinating AI bots. Watch as cars get even more gay now.

>Thousands charge up beaches and climb over fences to force their way into Spanish enclave

Can we NOW call it an invasion?

>We’re gonna need a lot more Luigis.

No. We need to burn down the entire fucking system. The system is what it does.
In terms of bond yields and interest rates..

The fed can give the executive some breathing room initially but at some point will be forced to act.

That would line up perfectly with the midterms to spook a market selloff. 🍿

@jb

“Editor’s note: a lot of today’s news involves hyperventilation about the Fauci nothingburger. That topic was sufficiently identified for its fake and gay nature yesterday, so no further reports are needed today.”

Fauci was a tool for both ZOG factions, and Trump was re-installed by ZOG Team B. So it’s unlikely that anything official is going to happen to Fauci.

> A family needed an antibiotic for their kid but the price with their insurance was $2,500 for 14 tablets; the price for this exact same antibiotic at a self-pay pharmacy that doesn’t accept insurance was only $18. We’re gonna need a lot more Luigis. Also, for those interested the pharmacy is forestparkpharmacy dot com

As a non-burger, could someone explain this? Like if you're in that situation can you just go to the self-pharmacy? Or does that screw your insurance somehow?
It doesn’t hurt your insurance, it just means the money spent on the prescription doesn’t count toward your insurance deductible for the year
Which in this case was such a small amount ($18) that it wouldn’t matter anyway
Most of us don’t have a pharmacy like this near by
So the next best option for us is Good Rx, which is basically an industry consortium that negotiates a lower price for drugs in exchange for pharmacies getting their money immediately and bypassing the insurance red tape (that’s right, things are so bad that pharmacies and drug companies negotiate directly to try to keep the money from going through insurance companies)
Basically it’s a coupon for a cheaper price in exchange for paying directly
In this case you still miss out on getting the credit on your deductible but the price difference is usually worth it
So yeah, our medical system is that screwed, but any kind of government run healthcare would be a thousand times worse because of the number of niggers, beaners, and pajeets we have in country
You can only have something resembling government healthcare in a tightly controlled, high trust, White homogeneous society
Even when Ireland was 99.999% white government healthcare still sucked. Anyone who could afford it went private. The public system meant being put in a queue until either you were dead or *maybe* they'd give you just a crumb of medicine (if you're a good goy).

We spend more than americans typically do on healthcare because we have to pay for it twice, once to fund the bloated public mess, then again to actually get what we paid for.

Before that the Irish healthcare system was run by a mixture of church charities and university hospitals (also largely charitable). It mostly worked and the community/sacral nature of the organisations kept corruption to a minimum.

In the US you had an arguably even better system in the fraternal societies. Think like the masons before they got jewed. Pretty much every religious/racial group had their own society they paid monthly dues to and it acted as a mixture of insurer, union and social club. Under that system a day's wage got a whole family a year's worth of medical practice.

It lasted right up until Roosevelt decided it wasn't melting-pot-y enough and made it illegal. The doctors were delighted because the fraternal system had been keeping prices down and they didn't like how effective they were at bargaining.

If we're to retvrn to a previous model of healthcare I'd prefer it to be that one. State healthcare systems are a mess at best, openly treasonous at worst.

Good article on it here: http://www.freenation.org/a/f12l3.html
Even when Ireland was 99.999% white government healthcare still sucked. Anyone who could afford it went private. The public system meant being put in a queue until either you were dead or *maybe* they'd give you just a crumb of medicine (if you're a good goy).

We spend more than americans typically do on healthcare because we have to pay for it twice, once to fund the bloated public mess, then again to actually get what we paid for.

Before that the Irish healthcare system was run by a mixture of church charities and university hospitals (also largely charitable). It mostly worked and the community/sacral nature of the organisations kept corruption to a minimum.

In the US you had an arguably even better system in the fraternal societies. Think like the masons before they got jewed. Pretty much every religious/racial group had their own society they paid monthly dues to and it acted as a mixture of insurer, union and social club. Under that system a day's wage got a whole family a year's worth of medical practice.

It lasted right up until Roosevelt decided it wasn't melting-pot-y enough and made it illegal. The doctors were delighted because the fraternal system had been keeping prices down and they didn't like how effective they were at bargaining.

If we're to retvrn to a previous model of healthcare I'd prefer it to be that one. State healthcare systems are a mess at best, openly treasonous at worst.

Good article on it here: http://www.freenation.org/a/f12l3.html
@Eiregoat @jb While the plebes (like me) get by on High Deductible plans (plans where the insurance doesn't even kick in until thousands of dollars in expenditures) others (government) still have PPO plans where the patient either pays a copay or small-ish percentage of the bill. For instance one plan I had in the past was set for a $10 copay on every prescription no matter the cost.

Don't worry about the insurance company though, the cost for such plans means that they're still not losing money even if they have to front the payment for a $1800 prescription and it has the added bonus of pushing the customer to lifetime/plan dollar limits.
yep
I switched to the highest deductible plan possible and still get raped on the monthly insurance payment confiscated from my check
I have honestly thought about opting out and taking my chances...
@jb @Eiregoat My work still pays 80% of the monthly cost which I know has been a struggle for them and I know part of the justification is just as you note: no one would pay the monthly cost even if (maybe especially if) the pay was passed along (i.e., "it used to cost us $1,800 a month [not unusual] but now it's $2,500 so we're giving you $1,800 and you can figure it out on your own"), so they'd have a bunch of employees then with no health insurance whatsoever which isn't great since they kinda need them to be able to show up for work.
@jb @Eiregoat Good Rx isn't the only option. There are at least half a dozen of them. WellRx and SingleCare are two others I know of. All three of them seem to allow you to search for the lowest prices in your area, as does https://www.webmdrx.com/

Walgreen's allows you to search for coupons on their sites. Neither CVS nor Walmart seems to do so:

https://walgreens.rxsense.com/

If you already have Amazon Prime don't forget to check their prices on your prescriptions, as they often undercut even the discount card prices. Unless you save a boatload of money, it's probably not worth getting Prime just for those savings though.