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Josiah's Substack

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A6-RJA: The Plane That Complicates Trump’s Narrative of Iranian Capitulation

On Tuesday, August 11, a Boeing 737-7KK operated by RoyalJet departed Abu Dhabi and flew directly into Iran, landing at Tehran’s Mehrabad International Airport before returning to the UAE after roughly an hour on the ground.

China Thinks America Is Manipulating the Gold Market. Here’s How Beijing Plans to Prove It.

China’s gold policy is becoming increasingly difficult to dismiss as ordinary reserve diversification because Beijing is no longer behaving like a central bank merely adjusting the composition of a portfolio.

The Great American Liquidation

Donald Trump has spent years describing China as the country most determined to weaken the United States, but Beijing could scarcely have designed a more favorable sequence of American decisions than the one his administration has supplied.

The Yen Intervention: Bessent’s Desperate Bid to Delay the Bond Reckoning Until After the Midterms

Late last week, the United States Treasury intervened in currency markets to strengthen the Japanese yen, and it did so by breaking with established practice in a manner that revealed far more than the administration intended.

Facts over Fiction: What the Trump-Netanyahu Meeting is Really About

When Benjamin Netanyahu landed in Washington last evening, having taken off quietly from an Israeli air force base rather than Ben Gurion for reasons his office described as “security related”, the official framing offered to the American public was almost soothing in its ordinariness.

BITCOIN: A Centralized, Circular Financing Scheme Marketed as DeFi

How Bitcoin has become an incredibly centralized store of 'value', and why its handful of insiders are racing to embed it so deeply into the U.S. Treasury market that it becomes too big to fail.

The Bond Market Is Warning of a Major Collapse

There is a recurring moment before financial collapses when the public becomes least capable of recognizing danger because the visible surface of the system still appears triumphant.

A Perfect Storm

How Trump’s Policies Are Pushing the U.S. Economy Toward the Edge of Collapse

CUBA: A Weak Target for a Desperate President

“Cuba can no longer serve as a platform for adversaries to advance hostile agendas in our hemisphere.”

A President Cornered

Trump is running out of time and options.