“Trump-Class-less”

I also explain why it looks the way it does. There is reason for all of it.

So you better read that thread before you ask questions about that graph.

I’m happy to answer questions most of the time, but my time is limited, and the answers you seek are probably there.

Last month, when reporting September’s loading numbers, Interfax said the loading plan for October 2025 would 3.052 million tons per day

3.052 x 31=94.612 million tons

That’s less that what they actually reportedly shipped

www.interfax.ru/business/105...

Still cute.

I know I don’t discuss the volumes of these other bonds very often.

The government hasn’t been placing them this year and it’s only a fraction of the total.

But in case you were curious.

Here are the volumes of the AD bonds as of 14 August

Look at propaganda vs what I told you.

The Article ~

This is from the Financial Times.

I also recorded this video last week where we discussed the massive deficit and some auction results.

youtu.be/tsD19pAkNqo?...

“…The Ministry of Agriculture explained to Kommersant that sugar production in the first half of the year decreased due to the high base effect. The volume of production will exceed the country's needs, they added.”

See 👆

🇷🇺: ALL IS WELL!!!!

Here’s what I wish more people understood on a fundamental level.

Russia making budget cuts is a problem because all of this stuff was already falling apart.

They weren’t paying for the stuff you might think they would. So now image things with even LESS money.

It also means that the government brings in less rubles per barrel of oil.

So if the government decides to move it, as many have been predicting, expect even “official” inflation to increase.

The electronic budget system shows a 4.62 trillion ruble deficit as of 19 May 2025