Previously, in The After Math, we discussed Iran's Parliament Speaker and MB Ghalibaf's cryptic statement "OQX26 | USGG10YR | DOESSPR". Iran has tried speaking in many ways, plain English, Dostoevsky, faith, but for idiot Americans flying by their instruments, this may be the only way. These are Bloomberg Terminal commands for people that can't look out a window.

I don't have a terminal but you can jam this stuff into barcharts.com or whatever. The codes above just mean to watch the Oman Crude price (rising), the US Treasury yield (rising), and the Strategic Petroleum Reserve level (falling). That is still the basic dynamic, and the second and third order effects he talked about earlier [f (f (O))] are only compounding.

Ghalibaf's latest tweet, sticking to the Coyote/Roadrunner meme, says that America has strapped itself to a rocket and will crash by December. The fuel they'll run out of is A) diesel B) bond payments from dumb vassals and C) debt slaves for their army. He's also saying this will hit them the only place they feel anything, rich people's feelings. Let's break his tweet down piece by piece and forgive me for what I get wrong, this is god-tier vague-posting.

Ghalibaf's full tweet is,

Wheels up. Warm-ups before liftoff:

Diesel ATH: Short it

Your biggest creditor dumping: Good luck with Yentervention++

NOR cutting $80B: Rename Norway to Americaway

Low recruitment: Debt-to-Service w/ DO[Israel's]W, per your puppeteers

Oh. Fed's dot plot flashing red 😁

Ghalibaf is a trained pilot who flies himself around (honestly, Iranians need to chill out, stressing me out). 'Wheels up' mean you've already taken off, so les jeux sont faits, or les Jews sont faits more accurately. Therefore, when Ghalibaf says 'Warm-ups before liftoff,' I presume he's talking about things that already happened, or conclusions that are already foregone. Those things are,

Diesel Shorts

Diesel ATH: Short it

Diesel ATH means Diesel All Time High, ie the prices right now, and 'short it' means taking a bet that prices will go down. This is broadly what's happening.

The Fed data has yet to show it, but Gas Buddy reports that, "the national average price of diesel has reached a new all-time record high of $5.85 per gallon, continuing to climb and surpassing the previous record of $5.82 per gallon set in June 2022." Diesel is the main fuel for major industrial processes – farming, trucking, machinery – with major knock-on effects for the real economy. Higher prices for diesel mean higher prices for food, transport, and almost all production, incoming on a short fuse.

If you were to 'short' diesel, that would mean betting that it goes down, which is what US Treasury Secretary Scott Bessent is doing. He said, "We're going to be very much oversupplied in the oil market after this. We can see $50, $40 crude maybe, just because there's so much coming online." So if crude is $100 now, and will be $50 later, a short seller could pocket $50 if they're right. This is roughly what the US government is doing. To short a stock you borrow it from somebody and return it later when the price has dropped. The US government is doing this with their strategic oil reserves.

The US government is 'borrowing' oil from their SPR, hoping that they can replace it later before the caverns collapse. I don't think they care about price as they're a bunch of private equity guys generally looting the joint. Like a bunch of mafia guys unloading whiskey out the back of a restaurant they're busting out, this regime is unloading the US petroleum reserve at a discount to refiners, who are wildly marking it up to the consumers like literal crack. Their profit margin is called the crack spread, and it's skyrocketing.

People keep posting the crack spread like it's bad, but not if you're selling crack. Refiners are making out like bandits. The US government subsidizing crude is actually encouraging people to refine more rather than conserve. Make hay while the sun shines out of Donald Trump's ass. US refiners are running their crumbling infrastructure overtime like the whole place is going out of business, which it is. We are witnessing an old-fashioned mafia bust-out of the United States of America from the worst mafia of all, Wall Street.

Here's a documentary on the subject:

Yentervention++

In the Sopranos example above, they're busting out a sporting goods store and the owner asks, 'when's one of these vendors gonna realize I'm never gonna pay him and call the cops?' Then Richie 'The Jacket' Aprile replies, "when your credit runs out Diamond Jim. Until then, get on the horn and order." This is what the mob does with businesses and this is what the white-collar mob is doing with the US government.

In this case, the vendors that give America the mother of all commodities, money, are vassals like Japan and Norway. These losers aren't going to call the cops, but they will stop ordering bonds from the US, and in fact start dumping them when things get hot. Which is happening. A bond is your word, and America's word is increasingly no good round these parts. As Ghalibaf said,

Your biggest creditor dumping: Good luck with Yentervention++

Yentervention refers to Japan spending 27 trillion yen this year (about $175b) to prop up its currency, and failing, and the US Treasury stepping in and also flailing. Japan imports all its energy and needs dollars for that so they've started selling off US Treasuries. This increases supply of what is increasingly looking like a junk bond, and yields are rising.

The bond yield is basically a bullshit meter, it's how much rich people think a government is bullshitting. That perception is nearing 5% bullshit, for US bonds, which is psychologically important. As yields rise, the giant $40 trillion dollar pile of bullshit in the corner also rises and the whole premise gets a lot more risible. At some point some rich person is going to point out that the Empire has no clothes, and all sheep producing invisible wool will turn tail and run.

Now the US Treasury is buying back its own bonds because there's so little demand for them. At some point this pressure becomes a panic. The Japan carry-trade (Japanese savings subsidizing American spending) is the engine of the imperial economy, and it seems to be breaking.

Americaway

NOR cutting $80B: Rename Norway to Americaway

Behold the vassals already breaking ranks. The White petrostate Norway has said they will A) cut exposure to government bonds from 70% to 50% and B) cut exposure to US government bonds from 34.1% to 21.9%. "The changes would mean cutting nearly $80 billion from the fund's current holdings of about $215 ​billion of U.S. Treasuries as of the end of June, according to Reuters calculations."

This is getting closer and closer to a run on the US Central Bank. The US can never not pay its debt, it can just magic the money into existence, but this drives up inflation, which sheers the sheep at home. But not, I suppose, if you sacrifice them to 'Israel' first.

Debt Slaves

Low recruitment: Debt-to-Service w/ DO[Israel's]W, per your puppeteers

Here, Ghalibaf is pointing out the US military's chronically low recruitment figures. The 'American' population is too stupid, obese, drug-addicted, mentally ill, unwilling, or all of the above. As a solution, The Jerusalem Post has proposed offering debt relief to go to war. This returns to the most ancient form of debt which was just slavery. As the Jerusalem Post said,

"Estimates for a successful ground campaign against Iran run between 750 thousand and 1.5 million American troops." Trying to square this proposal, they propose that, "The economics of the indebted American 20-and 30-something make this the most efficient conversion mechanism available to the Pentagon and the Trump administration."

You have to give the Jews props for just coming out and saying it. They want goy-slop to feed Baal, such is the death cult Zionists have made out of that religion. This is not to absolve White people, they are their own death cult, but the optics of this are abominable. Or as the JPost says, "the moral reading on this is uncomfortable." It really looks like the Department of [Israel's] War as Ghalibaf points out. If they try to actually recruit this way it won't break Iran, it'll break America.

Fed Dot Plot

Oh. Fed's dot plot flashing red 😁

Of course, the opinion of American people does not matter. The place is not a democracy, it's an oligarchy, which is why Ghalibaf mentions the Federal Reserve. This is the banking cartel that actually runs the place by determining interest (re: usury) rates. For people that worship money, these are their high priests and their obscure religion. Nineteen members of the Fed get together, throw dots on a piece of paper, and everyone else tries to read the economic entrails.

The latest dot plot (June 2026) looks like a fighter jet in the long run, but if the next (September 15/16) looks like a Shahed drone all hell will break loose or something. This is honestly all bullshit, running an economy based on rich people drawing pictures, but that's how they do it.

Donald Trump desperately wants rates to go down (more free money for da cronies) and has said, and I quote, "LOWER THE RATE OR I'LL STOP TRADING WITH COUNTRIES WITH WHICH WE HAVE A DEFICIT." Not sure how this works but it's in all caps so he must be serious. Trump, here, is crowing about a high jobs report, despite them being historically bullshit and revised way downwards. But more jobs would normally mean higher rates, because that means the poors are getting out of hand and must be unemployed to 'cool things down'. And rising inflation, which even the US's cooked books can't hide, would also mean a rate hike.

More generally, one might think that pumping more fake money into a system that's running out of real oil would be a bad idea, but that's probably thinking too much. In lieu of an actually planned economy, America has a weird cartel of usurers throwing dots at a piece of paper and that somehow determines if people eat or not. This system is generally immune to reality, but Ghalibaf is saying the real pressure Iran is applying will be felt in the magic dots.

Conclusion

Iran gets that we're in one inter-connected economy and is trying to clearly signal their power of mutually assured economic destruction to simply get the Americans to leave town. But America is just a rogue algorithm at this point, it has terminal capitalist cancer. Its elites are attacking Asia and looting their own treasury and they win if America loses. There's really no point analyzing the place politically or even financially. It's like asking why the Coyote chases the Roadrunner. He just does.