Geopolitical Observations & Your Investments

Somebody Said vs. What Did They Do
A Quick Take on The Recent Noise

Commentary from The Distilled Perspective of
Patrick T Bulger, Capital Management & Analytics

• Macro Cyclical, Geopolitical, Supply Chain Disruption & Systemic Financial Issues,

Feel free to read any of my postings to get my Global Take on the economic data.

This piece is focused on the Geo News/Noise stream that has taken place over the last few days.
As you read these, recall the original “Trade Deal” that wasn’t, despite being described as a march inside the 5 yard-line...No Xi Signature…So, Fool me once…Show me the action, Talk is cheap. Enjoy the post:

• My observations of Activity:

Not noise,
Not misinformation,
Not disinformation,

Differ greatly from, somebody said.
Let us sort through, while considering motivations of those who are making the noise.

• The Noise, Narrative:

In summary, it seems to have been implied that things are basically over and winding down...
Like a “Nothing more to see here” narrative.

• Yet, in contrast to that,

We have our Flagship Aircraft Carrier Damaged so badly that it had to leave the battle and Limp to Croatia for repairs then apparently home?

It could not make the trip without this?
A Laundry room, "Fire", crippled the top ship in our fleet?

• Deployment & time of arrival of Carrier George H.W. Bush

The noise said 10 days to be there, when it seems like 20+ when considering the Carrier Group could be stressed to travel at the necessary speed to accomplish accordingly.

• Noise of 3 Carrier Groups in the battle, yet

Currently one, functional with
Currently one on the way in, with
Currently one on the way home

• Deployment, reportedly, of additional troupes to the conflict.

• Add The Potential Involvement of The Houthis &

The Strait of Bab al-Mandab

The noise does not appear to match the actions being reportedly taken
The noise says shorter de-escalation
The actions seem to imply, longer with escalation

If all is under control,
Why send 20+ day arrival of Bush Carrier Group?
Why a surge of troupe Deployment?

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Best,
PTB

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