GUTSHOT PODCAST EP 92 THE DEEP STATE

 

The Unbelievably Stupid Germans.

 

Remember when the Ukraine War started in February 2022 (FOUR YEARS AGO) I said that it was a British war against Germany (and Russia). It was a clever chess movement in the Great Game (which the British are still playing).  

The Great Game was the strategic and geopolitical rivalry between the British Empire and the Russian Empire during the 19th century and early 20th century, primarily over influence in Central Asia.

And their strategy has worked. The British wanted to cut Germany down to size. True enough Germany is now dying. First listen to this eight minute video. Volkswagen of Germany is cutting 100,000 jobs and closing down FOUR of their gigantic car manufacturing plants inside Germany.

Because of their really foolish support for the war in Ukraine, Germany has on its own shut off cheap natural gas supply from Russia. Germany now pays FOUR TIMES the market price for natural gas which they import via LNG tankers.  The oil majors are making money. And two of the seven oil majors are British. The British are making super money from the Germans.

So energy costs for German industries have gone up FOUR TIMES. So how do they expect to compete with even Zimbabwe or Papua New Guinea, let alone super efficient and super high tech China? The Germans are losing their underpants. 

And here is more stupidity (yes they are stupid) by the Germans. They have about 40 BILLION tons of coal reserves in Germany. They can use this coal to make really, really cheap electricity. And make German industry great again. But Germany only produces about 130 MILLION tons of coal per annum. That is less than 0.5% of their total coal deposits. Why so? Because of global warming, zero carbon, the sky is falling and other bullshit. 

Want to hear  more stupidity? After Fukushima the Germans shut down all their nuclear power plants - permanently.  Want to hear the funny part - even the Japanese did not permanently shut down their nuclear power plants. The Japanese paused their nuclear plants for safety inspections and upgrading. And the Chinese have 39 new nuclear power plants under construction (producing 39 GIGAWATTS of electricity) of which about 25 will come on stream in the next five years. 

China already has 1,250 GIGAWATTS of coal fired power plants in operation. Another 300 GIGAWATTS of coal fired power plants are also under construction in China.  China is going to beat the crap out of the Germans and the Europeans.

The Germans are having their cyanide capsule cravings again.  

THURSDAY LITE: KENAPA KITA JADI BEGINI?

 

Saya dapat mesej berikut dalam WhatsApp:

Pada zaman itu (sekitar tahun 1970-an hingga 1980-an), kita mempunyai pasukan bola sepak kebangsaan yang sangat bercampur pelbagai kaum.  Kita mempunyai pemain seperti superstar Mokhtar Dahari, Shukor Salleh, Wan Zawawi Yusoff, Soh Chin Aun, penjaga gol "Spiderman" Arumugam, dan sweeper Santokh Singh.

Kapten M Chandran bermain untuk pasukan kebangsaan dari tahun 1965 hingga 1974 (sekitar 122 permainan antarabangsa), dengan empat tahun sebagai kapten pasukan bola Malaysia (1968–1972). Di bawah kepimpinannya, Malaysia memenangi Piala Merdeka pada tahun 1968, layak ke Sukan Olimpik 1972 (dengan menewaskan pasukan Korea Selatan dan Jepun dalam pusingan kelayakan), dan kemudian memenangi pingat gangsa di Sukan Asia 1974.  Itulah zaman kegemilangan bola sepak Malaysia.

Ok soalannya 'Kenapa kita jadi begini'? Apa yang telah berlaku? What happened? Soalan ini mungkin boleh dijawab dengan soalan lain pula: Apa yang terjadi kepada anak-anak M Chandran, Soh Chin Aun, Santokh Singh dan Spiderman Arumugam? Apakah mereka sudah tidak tahu bermain bola sepak seperti bapa-bapa mereka? 

Kemudian al kisah ini pula berlaku:

Mac 2025 (Kelayakan Piala Asia AFC): Malaysia tewas 0-3 kepada Nepal kerana menurunkan pemain yang tidak layak. Nepal ialah pasukan yang mempunyai kedudukan ranking lebih rendah dalam bola sepak Asia.

Kekalahan 0-3 secara percuma yang sama turut berlaku dalam perlawanan persahabatan lawan Singapura (September 2025) dan Palestin (September 2025).

Kekalahan secara percuma ini (bersama isu yang melibatkan Vietnam) menyebabkan Malaysia tersingkir daripada kelayakan Piala Asia 2027 dan ranking FIFA Malaysia jatuh (sekitar tangga ke-135 hingga ke-138).

Sebelum kontroversi pemain yang tidak layak itu, ranking Malaysia sudah pun rendah — sekitar tangga ke-123 di dunia.

Tetapi di sini timbul soalan cepu mas – siapa sebenarnya yang peduli? Adakah sesiapa benar-benar peduli? 

Ranking dunia jatuh dengan teruk pun, kita masih membelanjakan wang untuk pasukan bola sepak kebangsaan. Kita membelanjakan berjuta-juta Ringgit dana awam atau public funds. Patutkah kita terus membelanjakan dana awam yang lumayan untuk sebuah pasukan bola sepak yang berada pada kedudukan ranking yang begitu rendah di dunia? 

Baru ini kerajaan mengumumkan akan mengurangkan peruntukan sebanyak berbilion-bilion Ringgit bagi perkhidmatan kesihatan dan pendidikan. Why not kurangkan perbelanjaan pasukan bola kebangsaan yang berprestasi sangat rendah dan salurkan wang yang dijimatkan itu untuk membiayai perkhidmatan kesihatan dan pendidikan. Gunakan wang yang dijimatkan itu dengan lebih berkesan di tempat lain. Itulah cadangan saya.

REVISIONIST HISTORY (OF ISLAM) - WHAT EVIDENCE DO THEY PRESENT?

 

This type of argument is gaining some traction among some folks in the West. What evidence do they present?

OIL AT US$70 PER BARREL, DOW JONES ABOVE 52,000, NIKKEI ABOVE 70,000

 

Things are looking good around the world. (But not here). Here are some vitals signs from around the world. The Dow Jones has moved comfortably past 52,000. The Dow was tiptoeing just below and just above 52,000. But the past few days it has moved decisively past 52,000. Base case projections say the Dow Jones can pass 56,000 by year end. Considering the Dow was at 47,000 just four months ago this is not impossible. Or even higher if there is a settlement in Ukraine. (Most likely will be).  If there is regime change in Iran the Dow Jones can move beyond 60,000. 

The Nikkei also crossed the psychological 70,000 a few days back and it looks like the movement will stay. And right now (9 am KL time 1/7/26) the Nikkei is at 71,698.36, up 2.34% or +1,636.04 points from last close.

There is considerable downward pressure on oil prices. WTI hit US$70 per barrel yesterday - the past few days it has been tiptoeing between above and below US$70.

There are still 1,200 oil tankers queuing up to be moved out of the Straits of Hormuz. Of a certainty they are being moved out and plenty of oil will reach the markets. Some say US$70 plus or minus will stay, but that will be topside.  If there is an agreement over Ukraine, oil prices may dip further. Indications are that Ukraine will see a resolution hopefully by the end of this year.

Here is a prediction for the Ukraine situation:

Outcome by end-2026	Probability
Durable ceasefire/freezing of front lines	60–70%
Formal peace treaty	25–35%
Continued high-intensity war	30–40%

This is good news.

There will be considerable rebuilding in Ukraine. The Russian and Chinese economies will likely benefit the most. 

What about the bearded monkeys? They will still be fighting over bananas. 

CHINA DOMINATES FIFA WORLDCUP 2026

This is how the Chinese have done it.

CHINA STARTS PRODUCING CANCER VACCINE

 

FROM SCMP HERE

China has broken ground on what developers say is the country’s first production line for AI-assisted personalised tumour vaccines, raising hopes for millions of new cancer patients every year – a disease that ranks as the nation’s second-leading cause of death.

By October, Beijing-based Likang Life Sciences is expected to complete a new drug research and manufacturing centre in the Beijing Economic and Technological Development Zone, with a total investment of about 110 million yuan (US$16.1 million), according to the district government.

The facility will house cell therapy research laboratories together with a production line of the company’s flagship product, LK101, a personalised cancer vaccine that analyses each patient’s tumour DNA to pinpoint the specific genetic mutations driving the disease. With AI, the company said the procedure could be completed in a day.

The project reflects a global shift in the pharmaceutical sector towards harnessing artificial intelligence. The technology was widely used in drug discovery and clinical trials, as well as areas such as data analysis, data monitoring and medical writing, said Grace Wang, a partner based in L.E.K. Consulting’s Shanghai office, in a video posted in early June.

The global AI healthcare market could exceed US$1 trillion by 2035, according to Bank of America, highlighting the commercial potential of such technologies.

“AI offers a compelling solution by automating manual workflows, improving diagnostic accuracy and enabling personalised treatment strategies,” said Alec Stranahan, senior research analyst of small- and mid-cap biotechnology at Bank of America, in a note on January 21. “Current adoption, however, is still in its early stages.”

China recorded about 5.15 million new malignant tumour cases in 2024, with 2.67 million in men and the rest in women, according to the latest data released by China’s National Cancer Centre. It is the nation’s second-leading cause of death after cardiovascular disease, according to the Chinese Centre for Disease Control and Prevention.