Tuesday, March 31, 2026

Connecting dots that don't connect - by No1 - (Read this only if you you want a clue as to WTF is going on in this world - and a clue is all it is - but it's the best I've read so far. You might also subscribe for future posts. - CL)

 “Trump is executing a 5D chess maneuver of historic proportions - cutting off China’s energy supply, flipping Russia, blowing up BRICS from the inside, and riding stablecoins to dollar supremacy for the next century”.

I admit, it’s intriguing, it’s bold, and it sounds elegant. It has this satisfying narrative arc with numbered steps and everything.

I, however, find it’s almost utterly bollocks.

I’m going to walk you through it. Piece by piece. Not because the underlying geopolitical moves aren’t real but because the interpretation being sold is the geopolitical equivalent of connecting random dots and calling it a masterpiece.

Let me show you why.


https://no01.substack.com/p/connecting-dots-that-dont-connect?publication_id=4094764&utm_campaign=email-post-title&r=y7h5a&utm_medium=email 

Let me let you in on a little secret: the US military is not sized to execute that many overlapping interventions. The US economy is not insulated from the oil price spikes this sequence creates. No matter what the oil ticker says. The US political system is not built for the kind of decade-long patience this plan requires.

And above all - it assumes Trump even has a plan.

A detailed, multi-year, sequenced geopolitical strategy with coherent endgame objectives. The man who announced Canadian tariffs via social media at 11pm, who publicly feuded with Canada’s prime minister while needing Canada as a “diplomatic bridge” in this very theory. The man whose administration has contradicted itself on Venezuela policy multiple times in the same week.

The moves are real. The chaos is real. Connecting them into a master plan is seductive precisely because it offers the one thing the current moment doesn’t: the comfort that someone, somewhere, knows what they’re doing.

They don’t.