U.S Wants Ukraine – No Matter What

Markets sitting idle “yet again today”…..so in other news, and in the brilliant words of our dear friend Dr. Paul Craig Roberts, what you “may not know” about the current situation in Ukraine.

“”The protests in the western Ukraine are organized by the CIA, the US State Department, and by Washington- and EU-financed Non-Governmental Organizations (NGOs) that work in conjunction with the CIA and State Department. The purpose of the protests is to overturn the decision by the independent government of Ukraine not to join the EU.

The US and EU were initially cooperating in the effort to destroy the independence of Ukraine and make it a subservient entity to the EU government in Brussels. For the EU government, the goal is to expand the EU. For Washington the purposes are to make Ukraine available for looting by US banks and corporations and to bring Ukraine into NATO so that Washington can gain more military bases on Russia’s frontier.””

More from Dr. Paul at his personal blog here.

There are three countries in the world that are in the way of Washington’s hegemony over the world–Russia, China, and Iran. Each of these countries is targeted by Washington for overthrow or for their sovereignty to be degraded by propaganda and US military bases that leave the countries vulnerable to attack, thus coercing them into accepting Washington’s will.

Needless to say….I can’t imagine Russia being too thrilled with the U.S now looking to “set up shop” at the border.

You think there’s a little more going on these days than the SP 500?

Wow….things heating up in the East.

The Currency War Beneath the Geopolitical Theater

While mainstream financial media obsesses over Fed minutes and earnings reports, the real game is playing out in currency markets — and it’s directly tied to what’s happening in Eastern Europe. Every geopolitical move has a currency angle, and right now, we’re watching the setup for the biggest currency realignment since Bretton Woods collapsed.

The ruble isn’t just another emerging market currency getting hammered by sanctions. It’s becoming a weapon. Russia’s been quietly building gold reserves and alternative payment systems for years, knowing this day would come. When push comes to shove, energy exporters hold real cards in the currency game. Europe needs Russian gas more than Russia needs European euros — and that fundamental reality is about to reshape exchange rates across the board.

Dollar Hegemony Under Real Pressure

Washington’s financial warfare tactics are accelerating the very outcome they’re trying to prevent: the erosion of dollar dominance. Every SWIFT cutoff, every asset freeze, every sanctions package pushes more countries toward alternative systems. China’s watching this closely, taking notes for when their turn comes.

The irony is thick. By weaponizing the dollar, the US is teaching the world why they need alternatives. Russia and China aren’t just trading partners anymore — they’re building the infrastructure for a post-dollar world. Currency swaps, gold-backed settlements, alternative messaging systems. This isn’t theory anymore; it’s happening in real time.

Smart money knows USD weakness isn’t just a technical setup — it’s a structural shift decades in the making. Every geopolitical crisis accelerates the timeline.

The Energy-Currency Nexus

Here’s what the forex textbooks don’t tell you: energy flows determine currency flows. Always have, always will. When Russia demands ruble payments for gas, that’s not just political posturing — that’s currency market engineering at the sovereign level.

Europe’s caught in the middle, and the euro is paying the price. They need Russian energy but can’t be seen cooperating with Moscow. So they’ll find workarounds, shell companies, third-party payment systems. The currency implications are massive. Every workaround weakens the sanctions regime and strengthens alternative payment networks.

Oil and gas don’t care about political rhetoric. They flow where they’re needed, and payment follows the flow. Watch energy futures for the real signals on where currencies are heading.

China’s Patient Game

Beijing’s playing chess while everyone else plays checkers. They’re not rushing to support Russia militarily, but they’re absolutely supporting the financial infrastructure that undermines dollar dominance. Every yuan-ruble trade, every gold settlement, every alternative payment channel strengthens their long-term position.

The Chinese understand something most Western policymakers don’t: currency supremacy isn’t maintained through force, it’s maintained through utility. Make the dollar less useful, less reliable, less attractive — and alternatives will emerge naturally. They don’t need to destroy the dollar; they just need to build better alternatives.

Watch the yuan-ruble cross rates. Watch Chinese gold imports. Watch trade settlement announcements. The real action isn’t in the headlines — it’s in the infrastructure being built beneath the surface.

Trading the New Reality

For traders, this creates asymmetric opportunities. While everyone’s focused on short-term volatility, the structural shifts are setting up multi-year trends. The dollar’s strength right now might be a blow-off top before a much deeper decline.

Commodity currencies are the obvious play, but don’t ignore the second-order effects. Countries that can navigate between the US and China-Russia blocs will see their currencies strengthen. Think Switzerland, think Singapore, think countries that can stay neutral and facilitate trade.

Real money is positioning for a world where geography matters more than ideology, where energy security trumps political alliances, and where currency wars determine the winners and losers of the next decade.

The markets sitting idle today won’t stay idle much longer. The tectonic plates of global finance are shifting, and the smart money is already positioning for what comes next.