Sunday, 15 March 2026

The 2027 Taiwan Invasion Pipe Dream.

Xi Jinping is a troubled figure, a man who's ruthless in his quest for total power, who will do whatever it takes to keep it. For Xi, the end definitely justifies the means, as we saw with the take down of Zhang Youxia and Liu Zhenli. An extremely dangerous foe indeed. It's rumoured that Xi is isolated in Beijing, having become increasingly paranoid and concerned for his personal safety. As a result, he purportedly sleeps in a fortified bunker.

That brings us to the erratic thinking behind Xi's apparent desire to invade Taiwan, which American national intelligence agencies have publicly predicted could occur as early as next year. Xi's motives are apparently two-fold: an argument suggests that he could easily consolidate power during wartime, with the country rallying to his cause if military victory appeared possible over the medium term. The second reason is more personal and dubious: it's my understanding that Xi believes in the search to extend lifespans and that that also comes into the mix. Taken together, it remains likely that an invasion is only a question of when in Xi's mind. 

However, Xi's removal of Zhang and Liu did not play out as expected. One needs to understand why Zhang was adamantly opposed to invading Taiwan. He recognized that it was insane, given the American commitment to the island. Zhang knew that the Americans could never opt out, even if already engaged in other war operations at the same time. For Trump, or any other president, Taiwan remains a national-security red line in the Indo-Pacific theatre. The other critical motive behind Zhang's opposition to an invasion is the elephant in the room: the open secret in army circles about endemic corruption in the military leading to inoperable and faulty defence equipment and systems. That sad reality, taken from a Chinese perspective, was demonstrated for all the world to see in Iran. Put another way, Xi can't count on military hardware and systems to operate as designed, or even function at all in a wartime environment. That's the brutal reality that Xi faces. It's somewhat ironic that the incorruptible Zhang was the messenger about all of the rampant corruption that has plagued the military for decades. 

Then there are other PLA considerations: it's no coincidence that the likely deaths of Zhang and Liu have not been publicly announced. The longer we wait for news about their fate, the more likely they were summarily executed by national security or police forces. That can only mean trouble for Xi. Eventually, the news will come out, and it won't be to Xi's advantage. When it does, that will seal the deal on the impossibility of invading Taiwan. From that point on, Xi will be at his most vulnerable and could be taken down by the military. In the interim, Xi will undoubtedly do all he can to take back power, but will it be enough? 

Finally, keep in mind the role that the CIA is playing in China, not only egging on and likely in some cases fomenting dissent and unrest in the main cities, but also conceivably playing a hand in the explosions heard across China. Those explosions can't be pinned on the PLA, because if the military were the source, they would have moved against Xi by now. No wonder Xi wants Trump in Beijing on March 31st. The end result, from his perspective, is likely to be disappointing to say the very least. It's a red horse year, and it is rapidly galloping further into the distance. That likely portends ill for the future. Wen Jiabao recently asked the trillion-dollar question. All of China and the rest of the world are waiting for the final answer.

2027年入侵台湾的想法纯属幻想。

习近平是一个心理失常的人物,为了追求绝对权力不择手段,为了死守权力不惜一切代价。对他而言,目的绝对能证明手段的正当性,正如我们在他处理张有夏和刘振利一事中所见。他确实是一个极其危险的对手。有传言称,习近平在北京处于孤立无援的境地;他变得越来越多疑,并对自身安全深感担忧。因此,据说他睡在加固的地下掩体中。


这迫使我们思考习近平表面上想要入侵台湾背后的特殊心态;美国情报机构已公开预测,此事最早可能于明年发生。习近平的动机似乎有两方面:一种观点认为,一旦开战,他便能轻易巩固权力;若中期内有望取得军事胜利,全国人民将团结在他周围。第二个原因则更为个人化且颇具争议:据我所知,习近平相信延长寿命的研究,这也已成为他考量因素之一。综合来看,在习近平的思维中,入侵台湾恐怕只是时间问题。


然而,习近平撤换张和刘的举措并未如预期般展开。必须理解张为何如此坚决反对入侵台湾。他深知,鉴于美国对台湾的承诺,此举纯属疯狂之举。张某深知,即便当时美国正忙于其他军事行动,也绝不会袖手旁观。对特朗普或任何其他总统而言,台湾始终是印太地区内的一条国家安全红线。张某反对入侵的另一个关键动机,是军方内部众所周知的“房间里的大象”——即军队内部根深蒂固的腐败,已导致国防装备和系统无法正常运作且存在缺陷。从中国的角度来看,这一严峻现实已在伊朗展现在世人面前。换言之,习近平无法指望军事装备和系统在战时环境中按设计运行——甚至根本无法运行。这就是习近平面临的残酷现实。讽刺的是,正是张某——一位正直清廉之人——揭露了困扰军队数十年的猖獗腐败。


关于解放军还有进一步的考量:张和刘可能已经死亡,但尚未被官方宣布,这绝非巧合。我们等待他们下落的消息越久,他们被国家安全部门或警方处决的可能性就越大。这无疑是习近平的一大麻烦。消息终将传出,而相关背景肯定对他不利。届时,入侵台湾的可能性将彻底破灭。从那一刻起,习近平将处于极其脆弱的境地,甚至可能被军队罢黜。在此期间,习近平无疑会竭尽全力夺回控制权,但这够吗?


最后,请注意中情局在中国扮演的角色——它不仅在火上浇油,某些情况下甚至可能在主要城市煽动异议和动乱,而且很可能与全国各地听到的爆炸声有关。这些爆炸并非解放军所为,因为如果军方是幕后黑手,他们早就对习近平采取行动了。难怪习近平正寄希望于特朗普3月31日抵达北京。从他的角度来看,结果恐怕至少会令人失望。今年是马年,而这匹红马正疾驰远去。这很可能预示着未来将发生不祥之事。温家宝最近提出了一个价值万亿的问题。整个中国,乃至全世界,都在等待最终的答案。



Why Floor-Crossers Could Destroy The Liberals After Pierre Is Gone.

Carney is likely too clever by half. The Liberals are rolling on the floor from serial orgasms as they decimate CPC ranks one MP at a time and make a first breach in the NDP dyke. Rumours are swirling around Ottawa that most of the NDP caucus will be next: a mass defection sometime after Lewis becomes leader. I'll believe that one when I see it, but back to Carney: the PM better be praying already for a majority because if the GIC drops the writ next fall with the Liberals in search of an increased majority, they may not get it. That strategy barely worked for Ford. In my book, Kory blew it, but I digress.

Voter attitudes have a way of turning on a dime, especially during bad economic times: an Angus Reid Institute poll had the CPC leading by a historic twenty-nine points in late December 2024. So, even Carney is not immune to sudden and dramatic political disruption. Imagine a scenario in which the Liberals are returned in a fall election, but with a minority. Unlikely now, but not improbable. Were the CPC to change leader in the wake of that vote, that could prove to be a huge opening for the Conservatives. Add to that evolving perceptions on floor-crossers: most voters are OK with that right now, but if the economy goes into recession or turns drastically south, Canadians could quickly get religion and sour on Liberal shenanigans as being anti-democratic and opportunistic. That won't happen if Pierre is still the leader, just in the same way that Justin was unable to dig up a comeback issue. But add a fresh CPC leader to the mix, and it becomes a new ballgame, one that likely would highly favour the Conservatives. Depending on who becomes leader, it could even be a return to the Mulroney good times. Laugh if you want to, but remember that Trudeau's departure proved that nothing is ever impossible in politics. With Carney, the Liberals came back from near-certain decimation.

 

Why CPC Floor-Crossers Will Inevitably Bring Down Pierre.

I like my MP, but he made a mistake by saying publicly that there will be no more turncoats. He's wrong. It's an open secret in Ottawa that at least two more CPC MPs are in active discussions with the Liberals. Those conversations are a blatant vote of non-confidence in Pierre's leadership. Notice how the OLO has failed thus far in spinning the defections in our favour, and that won't change going forward.

At first, MPs only had to contend with horrible Best Prime Minister numbers and most of caucus were prepared to play the waiting game and purse their lips. However, that is slowly changing now that the top-line party generic number is consistently in negative double digits. Anyone who thinks that things will get better after the Liberals pull a majority out of the hat is dreaming. MPs are not yet prepared to vote on Pierre's leadership, but that day will come in about a year, when emotions come into play. By then, the party number will still not have begun to turn around, and MPs will want to vote their pocketbook first -- in other words, save their hides in the next election. So, Pierre will go bye-bye, thanks to the Reform Act. I have an idea who will be our Long, but it won't be Chong.

Unfortunately, Pierre has no good options: either he gets the heave-ho next year, or Carney calls a snap fall election, and he loses his job right after the vote. He should be preparing himself psychologically for either eventuality because both scenarios are carved in stone. His leadership is already on its last legs. He just doesn't know it yet. The only remaining open question is exactly when the deed gets done.

Saturday, 14 March 2026

CPC: Doing All We Possibly Can To Get Carney To A Majority.

I don't know about you, but I want to find out why three CPC MPs crossed to the Liberals. I'm not buying any of their bullshit about how great Carney is and how he'll keep the country together. I also want to know what the dynamic was in caucus that MADE them cross. Finally, did the leader play a role in their departures? As if I can't guess. I have no proof, but my gut is screaming that if anyone else were the leader, they would still be in caucus, period. 

Now, let's move on to the latest strategic disaster: I'm calling for the immediate termination of all party and OLO Quebec advisers. Their role was to give the leader sound advice that would reduce the chances of the Liberals winning in Terrebonne, and they did the exact opposite -- the recommendations they made allowed for a Conservative candidate in that riding. What a fucking ship of fools! Our job was to pull the CPC candidate, thereby allowing the Bloc to win the riding with a larger majority than it would otherwise have received. For the brainless in CPC circles, we needed a BQ win, and by keeping our candidate in place, we've increased the chances of another Liberal win. Can anyone be more stupid than that? As a result, the Bloc is unlikely to win as the CPC vote siphons off just enough votes to almost guarantee a Liberal win. Great going, hopeless morons. You've done it again. Enjoy yourselves in opposition for at least another four years... Carney is bent over, dying with laughter. Hope he doesn't pull a muscle.

UPDATE: Natural Resources Portfolio.

It comes as no surprise to anyone who invests in or trades natural resource stocks that we're in a bull market, with the latest component to join the party being energy stocks. Other sectors, such as nickel and zinc, have yet to join the party as subsets. As you know, in this sector, bull markets are always punctuated by one to three trough periods during which commodity prices can fall by as much as 50%. That's when I'm in heaven buying QUALITY juniors, intermediates, large-cap and royalty stocks, while the amateurs and tourists are shitting their pants and selling quickly. 

For purposes of this post, I will give you an update on all stocks that have led to at least a twenty-percent gain during the first trough, meaning as of last Friday:

Lavras: 790

Abra: 576 - 341

Thor: 479

Edge Copper: 389

Greenhart: 370

Discovery: 315 - 313 - 310

Osisko Metals: 314

Integra: 280

1911: 265

Radisson: 247

Uranium Energy: 236

Troilus: 235

Elemental: 224

Maple: 223

Cavvy: 186

Triple Flag: 169 - 53

Mako: 165

Nexgen: 156

Vox: 153

Atomic Eagle: 143

Equinox: 139

SPC: 139

White Gold: 136

Metalla: 135

Churchill: 131

Silver One: 130

Stillwater: 130

Homeland Nickel: 128

Mundoro: 126

Sprott Physical Uranium: 125

Empress: 125

Guanajuato: 122

Shamaran: 121

Talon: 114

Orogen: 102

Excellon: 99

Coppernico: 96

Euro Sun: 95

Paladin: 90

Eco Atlantic: 87

BTU: 84

Reconnissance Energy Africa: 82

Buffalo Potash: 79

Silver Tiger: 78

Sable: 76

Generation Mining: 73

Minera Alamos: 69

Bannerman: 66

Solgold: 62

Paladin: 61

B2: 61 - 36

Nexgold: 58

Ongold: 57

Galloper: 56

Cartier: 53

Epic: 53

Scottie: 52

Enquest: 49

Metals Creek: 38

New Found: 34

RTG: 33

Galleon: 32

Wallbridge: 32

Royal Gold: 31

Meren: 30

Gran Tierra: 29

Melkior: 27

Source Rock: 26

Pasofino: 26

Cambria: 23

Orecap: 23

Arc Resources: 20