Global Day of Jihad
225: Urgent Intel: Terror Threats, Markets, and Politics
Good morning everyone — Friday newsletters never perform super well but I wanted to try and send this week’s update today given the events that transpired this week.
I’d urge you to share today’s free edition of Arb Letter with friends and family to ensure they are up to speed on these critical issues.
Global News - Implications of Israeli Conflict & Global Day of Jihad
First and foremost out of an abundance of caution everyone should be aware of the concepts we expanded on this week in Brink Of World War III Part 1 and Part 2 (below). I highly suggest reading these before the weekend. Do not get caught with your pants down.
These two posts are the best sources for situational updates and steps yo uan take to prepare.
With the catastrophic and horrific attacks on Israel this week Hamas has declared today a day of “Global Jihad” — calling for violence around the world in response to the Israeli counterstrikes on Gaza. Khalid Mashal the leader and founding member of Hamas gave a speech yesterday outlining the following (from @BrotherRasheed Twitter):
A call to show anger around the world, particularly Friday the 13th referring to this as “The Friday of Al Aqsa Blood”
Requests for financial help referring to this as a “financial Jihad”
He pleaded for political pressure from Muslim Leaders and Nations
He requested and called on all Muslims around the world to carry out Jihad. He wants Muslims to fight against Jews naming Jordan, Syria, Lebanon, and Egypt (though he mentioned others)
America has already inadvertently been involved in this event — and now there’s a high chance we could see terrorism or violent events transpire on home soil.
At least 25 Americans have now been killed in Hamas attack in Israel along with over 1,000 Israelis and a whole host of different citizens from other countries. Because of the multi dimensional conflict and associated groups in our opinion risk levels are high — we are already beginning to see concerning developments play out on the deemed day of “Jihad”.
Risk levels are elevated here at home in the US and are amplified by the following developments:
Iran has called on other Islamic and Arabic countries to confront Israel
An Israeli diplomat has been seriously wounded after being stabbed on the street in Beijing.
Pro Palestinian protestors stomped and beat a Pro Israel supporter in San Diego
PSL Philly declares an Emergency Demonstration to attempt to disband the Philadelphia Israeli Chamber of Commerce
A French teacher has been stabbed to death by a man shouting "allah akhbar" - fun fact the Muslim immigrant alleged to have perpetrated a lethal jihadist assault at the school in northern France today was originally scheduled for deportation along with his family back in 2014. However, they received the typical backing from left-leaning immigrant advocacy organizations (as well as communist groups) during that period, resulting in the absurd suspension of their deportation. Both the accused individual and his sibling were on the state's radar due to their radical Islamist affiliations.
Palestine protesters in Paris have clashed violently with police
Hamas military wing spokesman announced: "We have a lot in store for the coming hours"
A Stanford teacher was suspended for allegedly separating out Jewish students in class and then identifying them as ‘colonizers’
Students at UCLA were screaming “intifada” calling for violence against Jews today after terrorist org Hamas called for a “day of rage” and “jihad” against Jew (via Emily Schrader Twitter)
In response to Palestinian aggression and demonstrations in the tri state areas, *all* New York City Police officers have been told to report for duty in uniform on Friday and expect 24 hour shifts (verified by family in NYPD)
Significant Clashes between Israeli Defense Forces, Armed-Israeli Citizens, and Palestinian Rioters are currently taking place across the West Bank near the Border with Jordan (OSINT Defender)
U.S. military have deployed four B-1B Lancers heavy bombers to the UK amid "growing global instability" — Gloucestershire Live
Border Patrol has sent out internal alerts to agents after intercepting various messages seeking the home addresses of agents and their families with obvious intent to do harm— The text message obtained by CBP states:
“$200 your way if you get me a border patrol agent’s address... $1K if you get me they mommas address.”
Both posts this week expand on the threats inside our country as a result of loose border policy including cartel activity, foreign nationals from war torn and pro terrorist states, and other gangs/criminal organizations that have slipped through among the hundreds of thousands of illegal immigrants.
What’s interesting to me — is to see this evolution from the far left as the world becomes a more raw place. We have people actually showing their true colors. whereas before BLM, Antifa, and far left groups and politicians were shielded from criticism by the current regime and woke corporate culture — now they are openly and unashamedly siding with the actions of Hamas.
After all — it’s pretty clear what kind of person you are when you actively and openly side with the actions of Hamas this week.
The world gets to see who they really are. In many instances they are unhinged, brainwashed lunatics who have no desire to “negotiate” or “have discourse” with anyone else.
To them the US is the enemy. US culture is the enemy. Do not misunderstand these groups and people who are showing their true colors now — it didn’t take much for them it make it known that they justify their delusional ends by any means necessary and yes this includes violence, murder, rape, kidnapping, and any other method that gets them closer to their goals.
You can understand the struggle of the Palestinian people without condoning terrorism. Those that can’t are shit out of luck, terrorism is nuanced because it is defined by the ruling power (i.e. Israel and the US). If you opt for violence committed with the end goal of political reform now, you are the enemy. If you’re a lunatic who supports Hamas, BLM, or Antifa anarchy goals in the US — you inherently want to overthrow the current system and kill your opposition — students and groups in cities and on campuses are calling for just this — the murder of colonizers and Jews.
Treat what happened as a blessing in the sense that now you know who people really are and what they stand for.
BLM doesn’t just want equity. They want to obliterate whites and the current system.
Hamas and certain Palestinians (not all) don’t want an agreement — they want to murder Jews and annihilate Israel and Christians.
Antifa doesn’t want socialism — they want to completely eradicate conservatives.
Treat them like the enemies they are. Stop believing everything is fine and dandy right now in our society.
Stop coping and pretending like these people deserve goodwill or the benefit of the doubt.
They don’t. And they will show you none.
Don’t come at me with any of the following cope arguments:
AnDY NoT all MuslimS ARe BaD (didn’t say they were)
These groups showing hostility and aggression would just as soon murder you and your family and commit similar acts on our soil if given the opportunity — justifying it with their warped world-views an ideology. I’ve been warning about this type of division for some time because it is one of the beginning steps of a genocidal environment. All the government has to do is watch and do nothing — which is exactly what they are doing. It’s also why they don’t want you to have guns.
People thought that was extreme or alarmist. It’s not. Pay attention to history.
Act accordingly. The events in Israel should be a wake up call for everyone who was skeptical of our deteriorating society and the intentions of extremist groups and cultures that do not align with the goals and morals of America.
Some Helpful Last Minute Prepping Sources:
Possible Terror Attacks in the US - Sensible Prepper
Markets
Markets have been delicate within the last 72 hours while they take stock of the developing conflict around the world. On Friday morning, Dow Jones futures inclined upwards, whereas S&P 500 futures and Nasdaq futures experienced a minor decline. Treasury yields decreased on Friday, while crude oil surged in response to increased U.S. restrictions on Russian crude sales.
Year-to-date, the Invesco Aerospace & Defense ETF return is roughly 5.81% so far, and is up about 22.03% over the last 12 months (as of 10/11/2023). PPA has traded between $66.43 and $85.71 in this past 52-week period (Nasdaq).
I expect these to run a lot further between now and middle of 2024 — so for what it’s worth might be a good idea to have some capital to allocate ESPECIALLY if it looks like China is making a move on Taiwan soon OR if the current conflict in Israel escalates to involve Iran or other major powers.
Our favorite alt coin - $LINK was featured at the Goldman Sach’s Fall Digital Asset Conference yesterday. As one of our favorite LINK Twitter influencers @BuyMoreLink explained:
At the Goldman Sachs conference, Sergey will be talking with Michael Shaulov from Fireblocks. Michael was just on a Panel presenting at the New York Fed Conference on Fintech regarding AI and Digital Assets on September 29th 2023. Specifically, Michaels talk was on the changing landscape of Financial Market Infrastructure. Who spoke with him on this panel? Victor O'Laughlen from BNY Melon. Why is that interesting? Because he was on stage with Sergey at Smartcon 2022 when they announced the SWIFT POC with Chainlink. These are representatives from the big financial players attending New York Fed events, where the Federal Reserve Bank of New York committee is listening to them talk about digital asset infrastructure. Meanwhile, these guys are working with Chainlink to develop and transform digital asset infrastructure.
Infer from that what you will.
Couple updates worth noting — we will expand with more detail on markets early next week:
BlackRock, State Street among money managers who are actively closing ESG funds, per Bloomberg (Unusual Whales)
A record 447,000 Americans are now working 2 full-time jobs, according to Joe Consorti
Germany has agreed to provide an $80-million grant to Ukraine to protect critical infrastructure.
Qatar has threatened to cutoff natural gas (LNG) to the world if bombing of Gaza doesn’t stop soon
Fidelity 401k withdrawal rates are hitting record highs
Hedge Funds will now be required to disclose the stocks they are shorting
21.7% of millennials have no existing savings, per BankRate (UW)
Today is the deadline day for the SEC to appeal Grayscale’s court win that attempts to convert its trust into a Bitcoin ETF
The Kobeissi Letter is one of the primary sources I recommend for keeping up to date with the markets and nuance of where the economy is currently. In a Twitter post on October 12th KL expanded on the current state of the alarming US debt balance.
How can anyone think this ends well? Anti Bitcoin Pro Dollar bros in disbelief.
For those keeping track, US debt just jumped by another $40 billion in one day. We are now at $33.55 trillion in Federal debt, just 25 days after it hit a record $33 trillion. At the current pace, the US would add $1 trillion in Federal debt every 45 days. Since 2008, the US has added $24 trillion in Federal debt, rising to 3.8x what it was in January 2008. Total US debt is now officially up more than $2 trillion since the debt ceiling crisis "ended."
The US economic outlook is bleak to say the least.
At some point the debt will become unsustainable (if it isn’t already) and from that moment we will see vast repercussions throughout financial markets and for the US government.
How long can they keep the party going?
We’re running out of extracurriculars to prop the party goers up.
You can follow Kobeissi Letter on Twitter HERE
Everyone stay safe today and this weekend. Be aware of your surroundings and if you want my advice avoid large gatherings and transportation like subways, NFL games, streets, large businesses, trains, etc. Keep your head on a swivel, take note of people acting erratically or out of the norm.
Make sure you know where your family and friends are.
If you have your permit make sure you are packing today — extra mag, tourniquet, etc. Doesn’t hurt to be ready for anything.
I won’t let these lunatics run my life — but I will be prepared if they choose to FAFO. I hope it is abundantly clear that the world we knew even a few years ago is no longer reality. Political and cultural tensions are at an all time high and I expect things to get much worse leading into the 2024 election season here in the US and in allied countries like France, the UK, Germany, and elsewhere.
If you want to make sure you receive all premium posts make sure to upgrade to paid today — we will have several coming out next week.
Years and years of woke ultra left globalist policy steered many away from making logical decisions when it came to illegal immigration, crime policy, national security, and economies.
Now it’s all crumbling before our eyes. We are paying that price.
It took the worst case scenario — the butchering of civilians, for people to see that evil does exist in this world and that no amount of idealistic worldview or reasoning will stop that.
There’s light at the end of the tunnel but it will get darker before we get there.
Have a great weekend.
Andy
PS a quick word to the lunatics around the world:
I use to think Israel was hallah, but now I’m starting to think it’s haram