Economy – TheDreizinReport.com

September 23, 2026: U.S. bond yields blow out into “Here be monsters” territory. // Fearing a shift in party control, Senate Republicans make a last-ditch go at tying Hunter Biden to the expected investigation of Caligula’s sons. // September 24: On the ridiculous UN speech… Buddhism… and Israelis buying homes abroad. // September 25: No, Iran is not mass-executing protestors. It no longer needs to! And, a word on that Iranian mega-drought. // September 27: The ever-inflating Iranian protestors body count; an objective look at Iran’s January 2026 in a historical context; and, the final lesson for opposition-minded Iranians: Don’t be a YooKraynian. //

Jacob Dreizin - September 23, 2026

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September 5, 2026: On the given trendline, the YooKrayne’s economy will be finished in less than six weeks. // Selling wheat to buy oil: A case study in what is CLEARLY not a 2008-style commodities panic-buying market. // Don’t (yet) buy into the “Blue Wave” hype. And, a few words on the Israeli election. // Diesel prices, destroying Carthage, Claude vs. Alisa, and the “AI dominance” nonsense. // September 8: The End of Democracy and The Last Man. // Determining the REAL cause of rapid price action in any given market (other than stocks), SEEMS easy but may be impossible. Today’s case in point: Wheat. // U.S. mortgage rates are returning to bonkers levels, and it’s because of the war. // September 9: THE REUNIFICATION OF YEMEN APPEARS TO BE COMMENCING. // September 10: The Iranian ground offensive fiiiinally happened, where no one was looking (Yemen!) And YooKrayne, oil, bonds, mortgages. It seems to be all cracking at the same time. // September 12: So funny how GLOBOHOMO has not yet caught on to where the YooKrayne war has been going over the past two-plus months. Forget Wildberries! The YooKraynian economy is on track to be zeroed out, and SOON. // September 13: If crude oil finally goes to $150, we now know precisely why. Today, it all comes down to Yanbu. Right now, no one wants to be the first to panic and perhaps vastly overpay. But the fingers are on the triggers. And, a note on the likely pending U.S. Navy air defense munitions shortage. // September 14: Podoliaka, extremely cautious and even reticent about Russian territorial gains for quite some time already, claims that by far the main part (southeast of the marshes) of Orekhov—a highly strategic town, and one of the principal forward staging areas for the YooKrayne’s Great Counter-Suck-Fensive of 2023—is wholly in Russian hands, after less than a month since the first infiltration teams crossed into town limits. // How Green Was Tskhinvali: Hold on with the “UK falling apart” megaTarrdism. Today’s UK news has a mundane explanation. // September 15: U.S. hardware losses in the Iran war – UPDATE. // September 16: We are back to the spring of 2026, only with a militarily stronger Iran (and Russia), with depleted worldwide oil reserves, much closer to the U.S. election and with a much more desperate Caligula. The global oil market has once again (same as then) fragmented along macro-regional lines, with “Brent” relevant to Europe only. // The midterm election is no longer steal-able. // Diesel madness comes to the Dreizin household. // September 17: Canada’s official wheat estimate is in! // September 18: We now know for sure that Caligula’s Russia/YooKrayne “energy ceasefire” was pure BS from the first moment, just a made-up nothing. //

Jacob Dreizin - September 23, 2026

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May 8, 2026 “catch up” from January-February 2026: Even BEFORE Caligula’s fuel price shock and the demise of Spirit Airlines, the U.S. labor market was cratering—We were already back to the worst layoff peaks of 2025. For example: 729 West Virginia coal mining-related jobs lost in a 15-day period. For example: Ohio loses 1,121 manufacturing-related jobs, at one employer, in one day, AS THE AUTO PARTS MAKER ‘FIRST BRANDS GROUP’ LIQUIDATES (TOTAL JOB LOSS SO FAR: ALMOST 3000) DUE TO FRAUD MELTDOWN AND BANKRUPCY. As I told you in early (March-April) 2025, the Spray-Tan Regime will be “stomped like wet schitt”, overcome and negated, and we will have a Democrat quasi-dictatorship (and that’s in the BEST case, with no Second Pandemic or other disaster.) Nothing, nothing, nothing can stop what is coming. The business cycle… never… went… anywhere. Again, we have reached the “end of the kick-the-can” depression. Below, a deep summary of mass layoffs on FOUR “peak days” between January 28 and February 13, inclusive.

Jacob Dreizin - May 27, 2026

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May 1, 2026: An economy at war: Israel is now in the Russia boat, but with fewer natural resources. A comprehensive look at Israel’s state and bank finances. // Russians, find your gas cans! Less than 24 hours after Putin’s latest call with Caligula, the former signs an order allowing Russia’s energy ministry to NOT pay oil producers/refiners to limit their exports (which normally keeps domestic prices low.) In return, will Caligula reign in the YooKrayne’s attacks on Russian energy? And, the New York Times comes down hard on the U.S. military and military-industrial complex for losing to Iran. And, Caligula’s nonsense about Iran’s oil infrastructure imploding on its own. And, other topics! // With it looking increasingly likely that Caligula and Israel will start bombing Iran again (perhaps even this weekend, but more likely next weekend)… and with Caligula having today “formally” informed Congress that the war (you know, the one before the ceasefire and then the counterblockade) is over… Do you remember WHO FIRST CALLED IT (STARTING IN EARLY APRIL, BEFORE ANYONE ELSE ON THIS PLANET!!!) that Team Caligula may argue that the ceasefire “resets” the War Powers Act’s 60-day “clock”? // The YooKrayne, the teenager in the house. // May 2: Team Caligula’s Spirit Airlines offer was such an extreme lowball, it leaves me wondering if it was a pure PR move, 5D chess, or… what, exactly? I mean, what was the point of that? Why bother??? // Probably the biggest Russian asset nationalization in years, on deck (no pun intended!) // If no Iranian oil is getting out to China, how is this (below) still relevant and not a waste of time, 18 days into the counterblockade? // May 3: Caligula has basically hired a blimp to float a sign with “THE LAST WAR IS OVER, AND THUS, THE WAR POWERS ACT “CLOCK” DOES NOT APPLY!!!” in six-foot letters… and yet, a few writers (and their editors!) STILL don’t get it. // Spirit Airlines and Iran — the one obvious “connection.” And, the WASTE AND FAILURE that are Caligula’s “Rosencrantz and Guildenstern.” // May 5: Checking in again on the smartest guy in Israel. // Russian crime statistics. // May 6: Wow!!! The Brent oil-pricing crackup has extended to WTI. // Decoding the Israeli line at Axios. Will Caligula be able to shake Israel loose, securing some face-saving quasi-deal even with no uranium achievement? // More on the uranium. And, there won’t be enough food. //

Jacob Dreizin - May 27, 2026

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April 13, 2026: There’s a Man going round, taking names. And he knows who is gaslighting, and who’s to blame. (The Blockade, China, Alex Jones, the YooKrayne, and (been saying it for a year-plus!) how the Spray-Tan Regime is but a funhouse warped mirror image of the Brandonites, much cruder and dumber.) // The dog that’s not barking: Anyone noticed that the piracy against Russian shipping has stopped? // APRIL 14: FIRST CONFIRMATIONS COMING IN THAT U.S. FARMERS WHO DID NOT BUY FERTILIZER BEFORE THE IRAN WAR, HAVE HUGELY REDUCED THEIR TREATMENTS, NOT JUST FOR PRICE REASONS BUT ALSO DUE TO AVAILABILITY. BOTTOM LINE, PREPARE FOR THE STRONG POSSIBILITY OF FOOD MEGA-FLATION, PANIC-HOARDING, EMPTY BREAD-SHELVES BY YEAR-END. AND IF IT’S THIS BAD IN THE USA, THINK HOW IT WILL BE IN THE POORER COUNTRIES!!! // THE BLACKS ARE BACK!!! What we can deduce from early vote totals in Virginia’s redistricting referendum. // April 15: As if they were not already doused in enough burning gasoline, the Caligulists have now got themselves their own micro-Kulturkampf, oh my God!!! // April 16: With Caligula having hastily ceasefired the latest Israel-Lebanon flareup, the probability of the Government of Lebanon well and truly disarming Shitbullcrap has approached ZERO. // April 17: “The Church needs to get behind Caligula because Democrats closed churches during the Pandemic” line, demonstrates the conceptual gulf between short-term, end-times Protestant-inspired political thinking… and the Catholic tradition. // April 18: The best Downfall bunker rant EVER!!! // Dreizin’s experience with the “practical” roots of International Relations “theory.” Or, “Some more reasons why REAL politics are never, ever taught in schools.” //

Jacob Dreizin - May 1, 2026

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April 7, 2026: The New York Times breaks down Caligula’s Iran war decision. Israeli emigration and social trends, and the lack of prospects for Russia-Israel reconciliation. Headline oil pricing is no longer relevant; Brent futures are IRRELEVANT. As to “the ceasefire”, all I can say for now, having read the tweet, is… LOL, don’t hold your breath. April 8: On the “pulling out of NATO” nonsense. And, the FORGOTTEN “boots on the ground” invasion, tells you all that you need to know about how “degraded” Iran is. And… Is Cthulhu awakening? // April 9: Updated U.S. military materiel losses in the Iran war. // Doing the math on Russia’s present crude oil export capacity deficit. // April 10: Carlson’s “It’s down to just the (white) Boomers” is dead-on perfect… Yet it is merely a variation on what Dreizin prophesied over a year ago. Yes, folks, I’d love to sit down and rest, but… Here comes ANOTHER VICTORY LAP!!! (Audio message, below.) // The truth about Russia’s crude oil exports is now clear to me: Especially under conditions of very high demand, they cannot be seriously suppressed for much more than about a week. // April 11: Feel how you like about Israel and the Israel Lobby, but getting your “facts” and “analysis” on Israel and Southwest Asia from Carlson, Mearsheimer, and the podcasters and YouTubers… is like searching for a wholesome, clean, lasting relationship at a queer bathhouse in Bangkok. (Audio message, below.) // I don’t know what will happen in Hungary, but every Mussolini, Assad, etc., has a shelf-life beyond which he and his crew are a net-negative to the country… and Orban has very likely reached his expiration date. (Audio message, below.) //

Jacob Dreizin - May 1, 2026

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March 31, 2026: Brent crude oil pricing finally BREAKS. And… The Russian state is finally getting the best of Telegram. (And when it happens, it will be the end of Telegram as a going concern, as Russia and the former USSR are the most intensive users of Telegram, and the glue holding it together.) // April 1: “TECH SUPPORT”: How to change your 2FA one-time passcode (OTP) delivery. // YouTube, WhatsApp, Telegram, Starlink… it’s all the same. Everything that can be used as a weapon (actively, or in terms of denial of service… or, as with Starlink, both) WILL EVENTUALLY be used as a weapon. State sovereignty is no longer possible when you don’t own your own communications. This concept is barely understood among the public even in Russia, yet it is surely VERY WELL UNDERSTOOD by the U.S. military and foreign policy establishments. // April 2: BRIDGES??? Iran is now Serbia 1999. And, Israel now is only for Jews and dumb white boomers. And, the oil futures market has gone nuts. The computer-driven trading logic seems to have broken down. No doubt, some “derivative” on “spreads” will soon blow up. //

Jacob Dreizin - March 31, 2026

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March 3, 2026: Follow the alchemy, almost in “real time.” How Team Caligula’s legal argument (or a brief attempt at such) for the war… transmuted into “See, they admit, Israel told them to do it!” in vast corners of the Dumb-O-Sphere. // U.S.-Israel regime change (more like, state collapse!) plans for Iran are starting to be revealed… and, WOW!!! Please read on. DREIZIN’S MOMENT OF TRIUMPH APPROACHES!!! // March 4: Further details on the Kurdish (and what other ethnicities await?) invasion. Having failed in “the people will rise up”, the U.S. and Israel turn to Plan B, the brute Prometheism of tribal militias. And now you see that I have been right (in one way or another) since 2022. IRAN IS ALMOST DONE. Not just the ayatollahs, but Iran. // March 6: The Putin-SprayTan war parallel is now shockingly obvious. And… There is NO CHANCE that the U.S. Government cannot destroy an as-yet non-nuclear Iran, IF determined to do so (and at this point, Caligula has no choice.) The only questions are, at what price, and with what longer-term consequences? // March 7: Iraqi Kurds “out” due to no clarity from, and no confidence in, Caligula. (Next stop, Baluchistan! And, if you live in a Persian Gulf kingdom, today would be a good day to stock up on water, because, who knows? // Where are the Kinzhal missiles??? (After extensive use, they have been MIA for about two months!!!) // Caligula now claims that he never wanted the Kurds to get involved, LOL. First rule of the Orange Cult: Whatever happens, it is always the biggest win ever, and/or it was always the plan. // March 8: Brent crude oil jumps as much as 27% (as of 10:30 PM U.S. ET) in pre-market trading. The way things are going, a gallon of regular unleaded gasoline will be OVER $4.00 everywhere in the USA, by Friday morning. If this does not resolve, we are going to have U.S. EXPORT CONTROLS-BY-DECREE before the weekend, with the aim of untethering U.S. from world prices (but of course, this would cause even more chaos.) AND… FIRST SIGNS OF SEVERE DISAGREEMENT BETWEEN CALIGULA AND ISRAEL!!! // March 9: Censored Kinzhals; oil market fragmentation (FWIW, USA nationwide now looks to be $3.75+ per gallon of reg. unleaded by Friday morning); the Pyrrhos coin; YooKraynian drone BLOWOUT; and… the end of the war(s.) // March 9: “TACO” time! Caligula holds nice call with Putin; says all war aims achieved (LOL.) Oil prices return to March 6 levels as WTI-Brent spread restored. Looks like those unhelpful Kurds made all the difference. Israel about to be left with no resolution, once again, and the 60% enriched uranium (sufficient for a low-yield implosion-device warhead) is still there in Iran somewhere. Time for some new talking points on Fox News. As for me, I am done with this shit. The direction changes every day, and I can’t keep up. It is a waste of time. I could have published my layoffs tracker already. // The “soft underbelly” prepares to pass gas? * Strongest earthquake ever recorded in real-time near Naples (M6.0) *, struck today at ~6:03-6:04 PM U.S. EST, just outside of the gulf, at 40.564°N 13.975°E, at an EXTREME depth (unusual in southern Italy, but in line with offshore / Tyrrhenian sea quakes.) // Oil going NUTS this evening. And, seeing his first war play out, put this on Caligula’s tombstone: “An ignorant, Brooklyn hustler.” //

Jacob Dreizin - March 3, 2026

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December 14, 2025: Palmyra??? Look on a map! It’s the furthest west that U.S. forces have ever been “recorded” in Syria. So much for a Trump withdrawal!!! // Micron and New York: Another one bites the dust. // YooKrayne electric update. // December 15: Opportunity cost and the strategic bombing question. Same as in (or after) World War 2! // Now, YOU decide. Is the YooKraynian long-range drone effort still worth it? // Dnipro dinner plans dashed: The YooKrayne’s electric picture is now too confused for me to identify any “getting better” or “getting worse” trend. What I can say for sure, it is increasingly CHAOTIC. // Targeting the fuel connection. // “DRONE SPAM.” YooKraynian long-range drones have definitely fallen behind the times; there is no longer any serious comparison with the Russian stuff. It is amazing how the two “curves” have diverged. // December 16: A HALF-HOUR MEGA AUDIO: The Republican party was not able to reconcile its donors and its voters, and thus, failed its base (mostly on immigration & national identity issues) more than 10 years ago, and so the party has been marginalized, and now what we have is a cult of one man. Problem is, as tends to happen (ask Ghadaffi!!!), the man eventually goes loopy & begins acting like a god-king, following his instincts & revealing his true face. BUT that doesn’t “work” in a “democracy”, because he STILL HAS TO ACCOUNT TO VOTERS. And so, Republican “influencers” & yellow-dog partisans are trapped in a DOOM LOOP, whereby they HAVE TO follow their god-king (who cannot be replaced) down the flushing toilet, EVEN AS IT FINISHES OFF THE DESTRUCTION OF THEIR PARTY. Again, this was all “set in stone” more than 10 years ago. // December 17: Political wisdom from a six year-old. // Naturalized citizens are, on average, rather old, and thus, almost all eligible & likely to vote. And while many of them gave a pass to “They’re eating the dogs!” in 2024, this demographic will soon vote against Republicans at a proportion NEVER SEEN SINCE THE ROOSEVELT DAYS, IF EVER. // YooKrayne electric update. // December 19: So long, Kennedy Center. // Dreizin exclusive access to Maduro’s speech! Transcript here! // A sci-fi writer was smoking dope in 1993. How is his “The Singularity” working out today? // RAPID-FIRE DREIZIN: The day in twelve minutes & forty-one seconds: Odessa bridge bombings update, and, the not-quite-release of the Epstein files. // December 21: Russia haters jerking off again to the oil price. // December 22: “Interview with the Trumpire.” Politics are dumb, PEOPLE are interesting. // The simplest explanation for all the pardons is “the shock doctrine.” // December 23: The “Leisure & Hospitality” sector—a.k.a. McJobs, a.k.a. at least 40% of all job gains over the last year & a half at least, according to the U.S. Department of Labor—is FINALLY on track to contract. // Some more on the commodities, and where Russia & anti-Russia fits in. Working the potential numbers on Russia’s metals “super-profits” to compensate for the huge drag on its crude oil. // Overnight December 24-25: The YooKrayne pulls off a successful micro counter-suck-fensive before year-end. // December 25: Why I don’t bother with warranty cards. // Trump Media is now in the nuclear fusion business. No, not a joke. // Orange Nero’s contracted polling firm has one policy suggestion that (oh yeah, this is it!!!) will SAVE Republicans from electoral disaster. Read it & laugh. // Jehovah’s Witnesses are hip to the times. Jehovah is ALWAYS affordable. // New Year’s party at the Russian Embassy. // The AI slop never stops. // Bari Weiss is her own little microcosm of U.S. national politics. // Nero’s random numbers generator increasingly targets “the Somalis.” // December 27: There is a real chance that as the U.S. & global economic prospects continue to severely decline, most commodities could—counterintuitively—lift off into orbit. And NOT quite exactly because of Peter Schiff end-of-the-dollar panic blahblah. // Late on December 27: YooKrayne War update: The juice is still halfway holding up, but there is no recovering from the Zaporozhie collapse. This is a sea-change, because Orange Nero’s CIA (or whoever) will clue him in, and he will not want to go out on any more limbs (new forms of intelligence-sharing, sanctions, whatever) for a LOST CAUSE. // December 29: Afrikaners are no solution. The “Gollum” Miller racial purity tweetstorm in context. DREIZIN UNIVERSITY 101: “Population hydrodynamics” & equilibrium in social systems. Nick FUENTES is a Hispanic hoe-moh, the American Ernst Rohm (CLOWN EDITION.) // The Reich’s attempt on Putin was probably nothing much, and the response to it will be nothing much. Should be good for some YouTube thumbnail headlines, though! //

Jacob Dreizin - February 17, 2026

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November 16, 2025: Republican line shifts to “Everything is expensive because of 30 trillion illegal aliens.” What’s ever new with these people? In 175+ years, nothing has changed. // Without going into the meltdown at Heritage Foundation, yes, “Groypers” are real, and—whatever they call or don’t call themselves, whether they follow Fuentes or not (most, probably don’t)—they are the energized “youth” (teen to 40) of today’s Republican party. // “Six weekdays.” A rundown of U.S. mass layoffs, October 28 to November 4. HOLY MOLY!!! Only a matter of time before “Golden Age right now!”… which has already become “Golden Age coming in 2026!”… becomes “Democrats sabotaged the Golden Age! We MUST TURN OUT TO VOTE IN NOVEMBER 2026, or else Golden Age will never happen!!!” Folks, these MORONS inherited the “kicking-the-can finally hit the wall Depression”, & THEY DESERVE IT. // November 17: OH MY GAWWWD!!! Comey case judge strongly suggests that Orange Nero’s former beauty pageant contestant & now Clown Prosecutor, the “white diversity hire” Halligan, PRESENTED TO COURT A DIFFERENT CHARGE SHEET THAN THE ONE APPROVED BY GRAND JURY. You think I was kidding, EARLY THIS YEAR, when I called it BEFORE ANYONE ELSE? No! EVERYONE closely associated with Nero’s clowns, from Nero on down, is at serious risk of jail time after 2024 & possibly even before. It will NOT be like post-2020; most of them will NOT shift to careless grifting & waiting for next opportunity. // November 18: “Quiet, quiet, piggy!” Orange Regime slapped down by “its own” judge over Texas redistricting. GLORIOUS!!! // ‘Tis better to listen to a van, than to be thrown into one. Russian army first-year total pay (incl. sign-on bonus), for non-specialist new recruits, hiked by another million rubles; now at six million. This war is clearly not going to last much into 2nd half of 2026. // Andrew Sullivan now tells his readers what Dreizin told you A YEAR-PLUS AGO about lack of any sanity feedback loop in Trumper info-headspace. // November 19: Another BS “Zelensky will have to accept this deal!!!” deal, from the Geniuses who watered down recent UN Resolution on Gaza, denying Israel its request to include language calling for Hamas to be disarmed. Here’s another dose of my “YooKrayne is a painstakingly-engineered suicide torpedo, & no force on Earth will stop it from suiciding.” // November 20: Paying for the Russian Willie Loman. And, “Fiat Tenebrae.” Good news & bad news for the YooKrayne, re: its electric situation. Good: Chernigov, original test case of doom, still halfway holding up, not out yet, amazing. Bad: Russia has FINALLY targeted substations feeding from the nuclear power plants, & now, almost whole country (even Kiev) is Chernigov. Dreizin reviews various regional electric authorities’ power outage schedules for tomorrow. // November 21: YooKrayne electric update. // BLS does it again! // Orange Regime is locked into two spirals: Toxic image spiral & economic spiral. Both now inescapable, dooming, & mutually reinforcing. A big part of the problem, no one in that infosphere wants to risk being Marjorie Greene’d & losing half of their lunatic audience by offering any soft criticism besides nonsense such as “We have to refocus on pure MAGA.” ALSO, some insight into REAL economic damage caused by Regime. No, it’s not tariffs. Tariffs mostly a sideshow. // November 22: Kripo investigating the Gestapo!!! Just a reminder, Nero’s crew are going to jail (the lucky ones, only to the cleaners.) // The Orange Fash cannot keep up with events. Economic downslide is like a zombie outbreak, & they are too echo-chambered to do anything other than just ride the train down to hell. // November 23: YooKrayne war: The dog not barking, & another electric update. // Lebanese Shitbullcrap has been allowed off the hook—It is now MUCH weaker, but it is still in control of south Lebanon, & is rearming not disarming, & will live to hypothetically fight another day. And today, Uncle Sam, under Orange Nero, “greatest friend that Israel ever had”, is working hard to make sure that Gaza follows SAME track. // November 24: Wow! Congressional Republican honeymoon with Nero is beginning to come to an end. // November 25: Record YooKraynian drone raid into Russia. What, why, how? // A short note on Peter Pan. // “Sedition” and IQ. Just as they won “the shutdown” in public opinion, Democrats also win the “sedition” nonsense. It is simply AMAZING how they are WALKING CIRCLES AROUND Nero and his idiot Republicans. // November 26: A new record for Russian enlistments: 6.62 million rubles in the first year. // YooKrayne electric update. // Here it is! “Haitians eating cats” 2.0!!! // November 27: YooKrayne war mega-update: “Diplomacy”, drone ping-pong, and the electric. // November 28: A DREIZIN UNIVERSITY PROPHECY BLOWOUT SPECTACULAR: “INDO-EUROPEAN LINGUISTICS MEETS BUSINESS FUNDAMENTALS 101.” Remember “drone swarms”? How about driverless cars? Have you paid for gas for your Jetsons-mobile with “crypto” lately? Blockchain changed your life? No? The AI chatbot hype will go the same way. Just the three U.S. large enterprises most directly focused on the AI chatbot (also image generation, etc.) space—OpenAI, xAI, Anthropic—will lose probably around $45 billion in 2025, and that’s not even getting into Meta and Google. FOR COMPANIES WHICH ALREADY HAVE MARKETABLE VERSIONS OF THEIR MAIN PRODUCTS FULLY ROLLED OUT, THIS IS INSANE. Charging you $29.99/month for premium ChatGPT—or even branching into the naughty stuff, when people can watch the real thing—is not going to cut it. THERE IS NO PATH TO PROFITABILITY. //

Jacob Dreizin - November 16, 2025

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