March 2023 – TheDreizinReport.com

Dreizin on the “RESTRICT Act”

dreizinreport - March 30, 2023

Today, we talk about the pending “RESTRICT Act.” But, before that, a few corrections to recent posts: First: I was wrong to say that EVERY Israeli secular/left-oriented party that existed in 2001, no longer exists. After publishing, I was surprised to learn, the Labor (Avodah)...

Church and State

dreizinreport - March 27, 2023

What’s happening in this video? This is from Chernovetsk province (near the Romanian border), Babin village. Within the last two weeks. Police are raiding the local Ukrainian Orthodox Church….. During a Sunday service….. To remove the priest from the premises….. So as to allow for...

Only a “regional bank” problem??? Here’s a case study of SVB problems inside a U.S. “TOP TEN” bank.

dreizinreport - March 24, 2023

For anyone who thinks “the way of SVB“….. …..is but a “regional bank” issue: Being a broker-dealer and asset management platform….. Charles Schwab is not a “pure” bank….. But with its banking services side….. …..which supports, and is inseparable from, the business….. …..(however it’s organized,...

Forget bank runs/failures. The ONLY “real” economic risk is inflation.

dreizinreport - March 21, 2023

As usual, the news is not the news. Everything everyone is talking about….. …..TODAY….. …..is NOT what matters. Allow Dreizin to clear something up for you. Yes, with Treasury bond yields where they were ten days ago….. With those yields….. We now know….. The entire...

DREIZIN BREAKING NEWS: On 6 June 1982, Ariel Sharon launched “Operation Peace For Galilee.” On 24 Feb 2022, Vlad Putin launched operation peace-for-Donetsk. Some people like one, not other, go figure. Key to Donetsk being “livable”, returning evac’ed population, is Russian control of industrial city of Avdeevka, turned by Ukr into a new “fortress Konigsberg” and artillery pad. Typical WEEKLY advance against Ukr positions at any main axis was not more than 1/4 km, or 1/2 to 1km if lucky. Today, thanks to softening of Ukr ferroconcrete industrial and custom positions with newly manufactured 1500kg precision glide bombs, MoD regular mixed units of Donetsk natives and “mainland” Russian draftees advanced up to 7km from N/NE, almost reaching or possibly even crossing beyond railroad leading into Avdeevka from N/NW. “This is it”, early innings of development of the Avdeevka Cauldron. All you annoying “How’s Donetsk?” folks, have your answer from me. You wanted a Russian offensive, u got it. Have a glass of wine tonight. All haters on wrong side of God & history, u know how this ends in the end. Like Adolf H., u are creating a “monster” that was NOT in the cards previously. Russian industry, new mobilized army with draftee “embed” training model is following sharp improvement curve of 1943-onward. And u all know I’ve not mentioned tactical picture (except Russian setbacks) since July, so u can assume, something’s up. Russian “relative” (other side no better) clusterf*ck has almost been overcome. To the “one or more all-source analysts” from DIA who I’m told read me… Hi, folks!

dreizinreport - March 20, 2023

BTW….. If you missed (or misunderstood) my last piece….. It was NOT just another long headline, LOL. Please go back to it and scroll down, you missed a lot of good stuff. Thanks. And, don’t forget to follow and like my Twitter. Uncle Dreizin Wants...

Shell Game In Action: To Get Around House Republicans & Their Cold Feet, USA Pushing “Stealth” Funding of Ukraine Through International Monetary Fund (IMF), Which Is Based in Wash., DC, & Substantially U.S.-Financed. For Likely 1st Time In Decades (Perhaps EVER), IMF Will Provide A Country With Loans Acknowledged To Be For DIRECT BUDGETARY SUPPORT (NOT Debt Restructuring or Currency Stabilization As Per IMF’s Charter.) Country In This Case: The Ukraine. Total Aid Package To Be $15.6 Billion, Enough To Cover Entire Ukr State Budget For At Least 2 Months. They “Say” The Loans Will Be Stretched Over 4 Years, With Just $4 Billion This Year… But Watch What They DO! Ukr Is FLAT BROKE & Needs The $$$ Now. Funny How Work On New $10 Billion Congressional Appropriation For Ukr Budget Support (As Reported By Wash. Post In Early Feb) Was “Deep-Sixed”, No News On That For Well Over 30 Days! Hmmm… What Happened??? Why Did They Shelve It??? What, You Mean Ukr Suddenly Doesn’t Need The Money? Sounds Like They Simply Found Another Avenue! Keep in Mind, Last Budget Support Tranche of ~$14 Billion, Passed Congress in December As Part of Larger Aid Bill. That Was Ukraine’s Budget for Mostly Jan-Feb, Perhaps First Half Of March. Ukr Needs Its Tank Refilled TODAY.

dreizinreport - March 18, 2023

In other news….. I told you about the MQ-9 Reaper surveillance flights (more than once)….. …..well in advance. Because, that’s what I do. After Russia took one of these things down….. …..of course, there was not one word in our State Media….. …..on what it...

Silicon Valley Bank… And Donetsk

dreizinreport - March 15, 2023

I received a reader comment, as follows, below. This has been rather typical, over the last few days. Don’t know about “duration risk”. The term is duration mismatch. They locked in on long dated paper. Let’s say they locked in at 2% for 10 years...

SVB “Duration Risk” Talking Points Are Govt & Finance Lobby Propaganda To Blame Mgmt At 1 Or 2 Banks, Deflecting From REAL Issue. SVB’s FFIEC Form 31 Indicates Bank’s Largest Asset By Far Was Long-Term Mortgage Bonds, NOT 2-Yr Treasuries –> NO DURATION PROBLEM (Which Is Imaginary Anyway, As 2yr & 10yr Treasury Yields Have Gone Up Almost IDENTICALLY—Easily Verifiable In 1 Minute, For Anyone With An Internet Connection.) With 2yr Near 5% (As It Was Until Friday) And 10yr Near 4%, ALL U.S. Banks “Over-Invested” in AAA Bonds (As Opposed To Holding Loans As Large Majority Of Their Assets) Are Likely INSOLVENT. As I Wrote Last Time, AAA Is The New Subprime… Until Fed “Pivots.” Interest Rate Hikes Are DONE. This is the PIVOT MOMENT. Prepare For Years of Inflation. I’m Disappointed In Some Readers For Carrying Wall St. Propaganda In My Comments Section. It Only Takes Minutes To Learn Entire Truth About “Duration Risk” BS. Shame On You!!! What Are You Even Doing On My Blog?

dreizinreport - March 13, 2023

For those wonderful, generous folks who’ve asked where they can leave me money, even after just a brief, “headline only” post such as this one (believe what you want, I’m NOT making this up, some people love me that much!), you can do so here....

DREIZIN EXPLAINS BANKING. Also, On March 11, Gayest Air Force In History Flew UK-Based B-52 Strategic Bomber (“Noble61”) Into Gulf Of Finland For (Likely Unarmed) Nuclear Cruise Missile Launch Approach Training Run Against St. Petersburg (Or Nearby Military Facilities), Russia’s 2nd City, Coming To Within ~200km (~124mi) Of The City, Also PROVOCATIVELY Passing Over All Baltic States AND Not More Than 95km (~59mi) From Russia’s Pskov On Its “Extended, In Your Face” Return Trip. (No, This Is NOT Common.)

dreizinreport - March 12, 2023

A bunch of readers….. …..asked me to comment on the Silicon Valley Bank (SVB) situation. As on most other matters….. Mainstream talk around SVB….. …..is IDIOTIC….. …..and OBSCURES the real issue. The bank is accused of having made “risky bets.” Even gazillionaire hedgefunders….. …..such as...

Ukraine redeploys forces from other sectors, commits almost all reserves, has 19 brigades (16 maneuver, 3 artillery) and parts of another, plus multiple brigades of militia—the gayest army ever assembled, and densest concentration of force since at least the 1982 Lebanon War—in place and preparing to take back Soledar, unblock and recover Artemovsk (Bakhmut.) Operation to use new weapons (incl. “Switchblade 600” kamikaze drones); to be undertaken with real-time battlefield intelligence and close operational guidance from dedicated U.S. military command center (same as east Kharkov offensive last year, but with even more complete integration of U.S. battlefield awareness software among Ukr. commanders—the largest, most intensive and realistic U.S. Army “war game” EVER.) Will America’s Frankenstein knock Russia out this time?

dreizinreport - March 10, 2023

Comments policy, same as always. Please stay on point. In this case, the point is the above, extended headline, and nothing else. Have fun. Please don’t insult my beautiful Rainbow Flag, you know I will take that personally. We are all a little gay, inside....