davemc5192.bsky.social
@davemc5192.bsky.social
Latest in Ukr;

Z says Ukr intelligence believes that the US & RU are about to sign an economic co-operation deal (“Dmitriev package”) of ~$12tn, incl’ Ukr sovereignty & security terms

Z says Ukr will not support any decisions or agreements concerning Ukr that are made without its participation…
February 7, 2026 at 12:28 PM
In Nov, US Trade Deficit jumped by >94% (from $29.2bn to $56.6bn). EU deficit alone from $6.3bn to $14.5bn

Tariffs were Trump’s policy to stop Trade Deficits, but it has not worked, US is less competitive & selling less, & dearer imports are increasing costs

This is not a good indicator for 2026…
February 1, 2026 at 8:07 PM
It appears Trump has agreed with Putin for Ru to stop bombing Ukr Cities for 1 week

But! Nothing is formal or signed & Ukr only found out from the US MSM (when we all did).

Ukr says it is NOT obligated to stop taking out Ru war assets (oil, ammo, tx) & will not stop

It all sounds a bit unreal…
January 30, 2026 at 12:08 AM
Bravo!

EU Commissioner Kaja Kallas ystdy:-

“Europe is no longer Washington’s primary center of gravity. The shift has been ongoing for a while. It is structural, not temporary

No great power in history has ever outsourced its survival and survived…” (1/2)
January 29, 2026 at 11:40 AM
From data summarised & made public by the US Congress Joint Economic Committee, total US gross federal debt rose from ~$35.7tn at the start of 2025 to ~$37.9tn by the end of 2025

That’s an increase of ~$2.2tn under Donald Trump’s first year as POTUS…
January 24, 2026 at 12:43 AM
From Putin’s aid, Ushakov after mtng with Whitcoff and Kushner:-

“it was again noted that without a resolution of the territorial issue according to the formula agreed in Anchorage” (meaning the withdrawal of Ukr troops from the Donetsk) “it's not worth hoping for a long-term settlement”

No Peace!
January 23, 2026 at 11:51 PM
US Treasury Sec Scott Bessent today on the food in Davos:-

"After a couple days of the food here, I may switch to bugs and insects. I'm gonna bring some Pop-Tarts next year…”

Perhaps he should try US Agri Sec Rollins recommended $3 piece of chicken, broccoli & tortilla & see how he gets on…
January 23, 2026 at 12:10 AM
The countries who’ve declared they want to be on Trump’s ‘Board of Peace’:-

🇺🇸 United States (Chair)
🇦🇱 Albania
🇦🇷 Argentina
🇦🇲 Armenia
🇧🇾 Belarus
🇭🇺 Hungary
🇮🇱 Israel
🇰🇿 Kazakhstan
🇲🇦 Morocco
🇵🇾 Paraguay
🇦🇪 United Arab Emirates
🇺🇿 Uzbekistan
🇻🇳 Vietnam

BTW… When Turkey said it might too, Israel withdrew!
January 21, 2026 at 7:23 PM
Notes on Trumps “Board of Peace”

It’s not about Gaza, he’s set it up to rival the UN with its own charter, peace making role and funding

Trump decides membership (no China)
Trump decides how votes are held
Trump decides meaning, interpretation & application of Charter
Trump can dissolve it anytime
January 20, 2026 at 1:02 AM
Trump caricatures Eu as weak & divided, but over 2025, Eu shrewdly adapted to him, it bought time to diversify

Now, Eu has the Mercasur Deal (700m pop), resolved Ch EV issue, Trade Agreements with Singapore, Vietnam & Indonesia, in all 44 Agreements with 76
countries

Eu is not weak, it’s waiting…
January 18, 2026 at 9:34 PM
Trump’s Healthcare Plan to replace the ACA. It’s just over 800 words, but this is it…

You get $2k & you buy your own

No Medicaid, no Medicare, no pre-existing conditions. You just go out there with your $2k & buy whatever you can
January 16, 2026 at 12:41 PM
Moscow Times reports that Ru Urals oil is now @ <$40/b for the first time in 5 years

In Dec, av’ price of Urals was $39.18 (13% lower than Nov & 41% lower than Jan)

US sanctions on Rosneft and Lukoil is causing discounts on Urals & Brent (Black and Baltic Sea), now @ ~$26-28/b

Ru is in trouble…
January 14, 2026 at 11:17 AM
Exxon CEO today @ WH Meeting with Trump:-

“If you look at the commercial constructs, frameworks in place in Venezuela today, it's uninvestable

Significant changes have to be made to these frameworks, the legal system

There has to be durable investment protections…”

I guess that about says it!
January 9, 2026 at 10:47 PM
In his speech today, President Trump revealed his drug price coercion of French President Macron, quote:-

"I said, you're gonna do it, Emmanuel. Here's the story, Emmanuel. If on Monday you don't agree to every single thing we want, I put 25% tariff on everything coming out of France…”

The Don!
January 6, 2026 at 6:25 PM
Looks like that $500m ‘donation’ to Trump’s campaign was worth the bet. Looks like pocket change now…
January 5, 2026 at 11:46 AM
Trump says today:-

“We absolutely need Greenland; it is surrounded by Russian and Chinese vessels. Greenland is essential for our defense.”

This is next in P25/Trump ‘We control the West’ strategy of N America, S America, Greenland, the Arctic

Divide the World in 3 Sectors, East, Middle & West
January 4, 2026 at 11:32 PM
Putin & Xi promised Maduro help, ‘enduring allies’ they said, same as they told Iran

Now Iran is in uprising, Maduro is gone & the US has control of the World’s largest oil reserve

Also, it appears Pokrovsk is NOT taken & Ru’s push on Hulyaipole has failed

None of this bodes well for Ru in 2026
January 4, 2026 at 11:24 AM
Trump just posts on ‘X’:-

“… President Nicolas Maduro, who has been, along with his wife, captured & flown out of the Country”…

“… There will be a news conference at 11 A.M., at Mara Lago…”

So! Regime change it is!
January 3, 2026 at 9:33 AM
By Ru’s own official obituary no’s >160,000 of its soldiers died in Ukr since 2022. UK MOD says over 1.0m Ru soldiers are either dead or seriously injured in that time

It took a year for Ru to take Pokrovsk, but at the loss of Kupiansk

2026 will be THE endurance test & Eu/Ukr has the $ to endure…
January 1, 2026 at 8:24 PM
Trump assured US soybean farmers that Ch would buy 12M tonne of soybean by the end of 2025

The end of the year is here (15 days away) & so far only about 300,000 tonne has been sold to Ch

This is devastating for those farmers, who relied on this market & his promises…
December 19, 2025 at 12:40 AM
When you think about the pressure Trump is putting on Ukr & Eu, we should note that the US Congress just passed a defence bill that locks US troops into Eu, funds Ukr for 2 years & strengthens NATO’s eastern flank

So! The US Congress is saying Trump can’t dismantle the post WWII order on a whim
December 17, 2025 at 11:05 PM
Finally confirmed…. Good!
December 12, 2025 at 7:59 PM
The EU has invoked its Emergency Powers Act - Article 122 to permanently immobilize Russian assets held in the EU domain to assist in the reconstruction of Ukr

This takes a major part of Trump’s carpetbagger ‘Plan’ off the table as well as ensuring ongoing independent Eu support for Ukr…
December 11, 2025 at 9:40 PM
The latest from Lavrov:-

“Russia is not planning to attack Europe and is ready to put this in writing… in a legally binding document… as part of collective security guarantees…”

Sound familiar?
December 11, 2025 at 7:37 PM
If Putin did go to war with Eu…

Pol/Lith (under NATO) would instantly close the Suwalki Gap & NATO would blockade Kaliningrad, thus cutting Ru off from the Baltic

With its air superiority, NATO would also make the Black Sea untenable for Ru shipping & drive out the Ru navy
December 8, 2025 at 1:23 PM