World daily update 29 January 2026

I have had a theory or two about the USA, but one thing is clear – the USA is currently implementing several forced major actions. To kidnap Maduro one week, then betray the Kurds the following Wednesday, and without pausing to take a breath, end Sunday evening by bombing Iran is a huge commitment, paired with attempting to threaten their way to acquiring Greenland, imposing tariffs on the whole world, and what else?

One thought I’ve had is that the USA is trying to take the first hit to get the ball rolling and export the radioactive waste to someone else – right or wrong.

Normally, one would press a button, wait a bit to see how it went, and then press the next one before taking a long pause to evaluate everything and carefully consider whether to dare press another one.

By 2025, the USA has pressed down the entire keyboard at once, and then Trump is jumping on it while Hegseth is burning the lower right corner with a flamethrower. The amount of unknown variables must skyrocket and make any risk list hit the roof?

For me, it is clear that we are approaching a 2008-type correction – maybe this fall, maybe Q1 2027?

Is the rush to finish a battery of measures before that correction arrives, or is there another reason for the rush – what do the seven million readers of my posts + Nelson Mandela and Ray Liotta think?

(Nelson is at home with a cold so he can’t comment, and Ray is on a film shoot, he said on WhatsApp, but he sends his regards that the posts are the best in the world).

There seem to be two factors in the USA that we are all now looking at and greatly rejoicing in – the dollar exchange rate and the national debt.

The fact that the dollar has been declining throughout 2025 can be attested to by Johan No.1, who has now lost 25% of his salary in purchasing power – I believe this decline is by design.

Those who laugh at Trump’s antics crashing the dollar, I think, are completely mistaken.

Trump’s “crazy” tariff wars are also by design, but I don’t know if they have to do with the dollar or the national debt.

That was one leg, and Trump’s administration has obviously seen benefits in a weaker dollar – since I am tied to the dollar myself to be able to feed my children, it has been a bit difficult for me to accept that I can no longer feed them and that we are hungry.

Here I have to beg for a paid subscription – I don’t like locking posts and still hope that everyone who reads and appreciates what they read will click on a paid subscription, and now you have another reason among the many good reasons to do so – hungry children.

Perhaps they want those holding their dollars in cash to start investing in something – if it loses value, they will surely look for something else that yields returns?

I have lived long enough to see a dollar go from 6 SEK to 11 SEK, and I remember when all countries tried to devalue/weaken their currency against each other post-2008.

I also remember when Sweden devalued its currency in the 90s, right?

More than that, I do not understand about economics other than that the dollar weakening is by design and intentional.

The second factor is the national debt, and here I understand so much that if buyers are absent at the auctions, interest rates will rise, potentially leading to what is commonly called “crisis interest rates” in the worst case, which during the 2008 crisis rose to 25-30% in the PIIGS countries (if you remember those countries). Then the IMF had to intervene and artificially keep interest rates low, while over time the countries were plundered of everything not nailed to the floor.

The USA has an obscenely high national debt that needs to be rolled over, with the Fed owning 30% or something. The Fed could theoretically write off its entire holdings at once if they wanted to – which they probably won’t do, but that backstop is there if needed?

The rest of the national debt is owned by various institutions worldwide and many countries, where Europe apparently has a total of 9 trillion USD in private finance, countries, and the EU, I read somewhere recently?

So what has Trump and the USA done in the past six months?

Well, they have gone to war – first with Iran, then Venezuela, soon Iran again, and maybe finish with a fireworks show in Cuba?

The USA has shown its fangs and claws – the CAG is spinning everywhere, in Venezuela they displayed new weapons that paralyzed the defense with sound, they released EMP pre-strikes, and now in Iran, they have assembled a force that apparently far exceeds all previous Gulf Wars combined.

It’s a bit of a Hiroshima followed by a Nagasaki to deliver a resounding violent message aimed at… who?

The USA has also secured rare earth metals and 56% of the world’s oil reserves according to themselves.

This must also be by design, and one partial purpose may be to persuade countries to refrain from dumping US national debt?

China cannot be controlled by the USA, and IF they dump their holdings of US national debt, suddenly there are around 900 billion USD or something similar floating around.

China has been clear that they wanted to launch a new currency as an alternative to the dollar – a BRICS currency. They have also mocked that the dollar’s status as a petrodollar is over and that we are moving towards a multipolar world where China/Russia have as much say as the USA.

At some point, the USA must have considered that the rather cheeky Chinese had gone too far, as their to-do list exploded shortly thereafter.

Can the USA line up a selected group of countries at gunpoint and force them to buy their national debt whether they want to or not?

Venezuela, other countries in South America, Iran, Russia, Ukraine, Israel, Syria, and who else – many small streams?

It is important to ensure that there are buyers for a few years, and as a token of loyalty, they were not invaded and did not have to endure a humiliating perp-walk like their idol Maduro.

Then preferably export the crisis to Europe so that we automatically buy their national debt again, if it worked in 2008, why wouldn’t it work in 2025?

I read somewhere that the US national debt now has increasingly short maturities and after 2008, apparently European institutions bought exactly those short maturities, so it would suit us well.

China is starting to say directly – “all capital will flow to China.”

No chance, firstly, no one knows how bad things are in China, and secondly, the country will also be affected by the upcoming correction.

China has recently had a major purge, and the military has been moving abnormally – something has happened in China, what I do not yet know.

As an institutional investor with a secure parking need of 100 billion USD – do you choose the USA or China with a potential military coup where they snatch everything you have with a resounding “nihau” and a measured bow?

https://www.bbc.co.uk/news/articles/c8d0l0g8yz5o

Low probability that major institutional investors will park capital in China over a type 2008 correction – that should reasonably be ascertainable already now?

Economic warfare is also a war – since 2022 we have been trying to economically force Russia to its knees so they wouldn’t have the strength to wage war in Ukraine.

Of course, the USA has done its best to destroy it, and now it has come out that some US company accounts for the lion’s share of Russian antennas for the war…

Ubiquiti: The U.S. Tech Enabling Russia’s Drone War

The common thread since 2022 is that the USA has, by all means available, tried to ensure that Russia as a country does not collapse, and it is noteworthy that “peace” is now to be forced just before a major stock market correction – because this is also something the USA is rushing with, just like pressing down all the buttons on the entire keyboard.

The only buttons not pressed on the keyboard are those with Cyrillic letters.

I believe we will see more unfolding around Russia, more pieces being moved globally, similar to how Russia has just handed Syria over to the USA.

Trump will start rolling back sanctions against Russia and in various ways try to force the EU to normalize the relationship again – if Russia enters a global financial crisis with full sanctions against it, it is probably a negative.

For the USA, Russia is one of the chess pieces in the back row that should not be sacrificed, the pawn sacrifices were the Kurds and Ukraine.

My disappointment is absolutely total, but apparently that’s how it is in real life – Russia got full immunity and impunity.

Starting to glance a bit at China, and they are probably like the Soviet Union before, where at the year’s grand parade in Red Square, you could see how the purges had gone during the past year – who was missing in the stands. A bit like TV4 and Agneta Sjödin’s New Year’s Eve candies.

The fact that the entire top military leadership is arrested/missing is significant – did they want to go to war with Taiwan and/or the USA or not would probably be the first question?

The next question is whether it was a coup attempt or not, it could also be Xi cleaning out resistance to a direction he wants to take and that the military has resisted?

In any case, a major purge just before a type 2008 correction where China has also deflated its crazy real estate speculation bubble slightly does not signal stability at all – which fills us with hope and joy.

The best outcome in all categories is if China implodes in a big puff of smoke and the world’s then penultimate colonial power (because unfortunately Russia is still there) is decolonized.

Freedom to the minorities in China.

One thing that is sometimes forgotten is that in all countries there is an invisible or active opposition waiting for their chance at the troughs – in Sweden, it’s the parties to the left of center sniffing the morning air, in China it’s some power player, in Iran it’s the Shah, and so on.

In Ukraine, the next gang is waiting to take over after Zelensky – they have probably already met Trump, pledged allegiance to him (personally), and then given him the bribes.

I don’t know the size of the bribe to guarantee one’s position by the USA – certainly not cheap.

One man’s loss is another man’s gain, as they say, and as opposition in any country, one never misses the opportunity to exploit a major crisis – because the crisis is never yours, the person you take power from is the one you can later blame for everything, even your own mistakes in the first half-year if you’re smart.

When someone leaves our projects, we blame everything on him for a few months.

The big blocks that are now the USA, Russia, and China have a way of identifying strategically important countries, their candidate, and then starting to work towards them taking over, which is rarely particularly difficult except for Zelensky and Ukraine where both the USA and Russia have done their best to crush him.

If interests collide, the country becomes a proxy war zone.

If they can divide the world between them, it is much easier as we now see in Syria and Venezuela compared to Russia having to deal with Ukraine – they have haggled for a while and then agreed on how the pieces should be moved without the rest of us knowing about it.

It’s interesting that Syria didn’t leak prematurely – the Kurds were totally surprised and they are very popular within the American military, but they kept quiet.

Except for the vodka run in 2023, no one has tried to overthrow Putin despite having an open goal – China probably likes Putin, and we also know that the USA likes Putin, so he has been given endless second chances.

I don’t know how things are playing out in China and if the USA is trying to force something through by different means?

In Europe, all three are in there destabilizing everything they can it seems; bribes, threats, influence operations, opposition, extremist groups, and pressing all the buttons available.

Russia is ripe for a “color revolution,” but it’s probably difficult to go against Putin when he has the support of both China and the USA. It’s guaranteed that Ukraine’s financial support from the USA (mostly Europe probably when the agreement is presented) will come with the caveat that they should not interfere too much in Russia.

It will certainly be lively in the future.