The US Navy faces a 13-14% manpower shortage, leading to overworked sailors, sleep deprivation, and ship mothballing, putting the entire fleet at risk.
The US’s 11-carrier fleet is outdated for a 15-carrier world, with each new carrier costing $50-60 billion initially and an additional $50-60 billion in maintenance over decades.
US missile defense technology, despite massive investment, proves ineffective against cheap drones and hypersonic missiles, as demonstrated in recent Red Sea attacks.
Russia’s adaptation of Soviet “dumb bombs” with GLIDE systems in Ukraine, costing only $20,000 each, challenges the effectiveness of expensive US carrier fleets against advanced air defenses.
The US faces a $2 trillion annual interest payment on debt, equal to the current defense budget, potentially necessitating cuts to Social Security and Medicare to fund military spending.
US global hegemony is challenged by unreliable Middle Eastern partners like Egypt and Israel, despite heavy funding, forcing the US Navy to protect shipping lanes independently.
The average delay of 27 months from Fed tightening to recession suggests a potential economic downturn starting July 2023, with labor market cracks already appearing and widening.
Unemployment, while still low, is trending upwards and accelerating steeply, serving as a strong recession indicator and trend predictor rather than a single data point.
Rate cuts, regardless of an undeniable recession, are considered a minimum bullish factor for gold, potentially driving its price higher.
Silver is behaving differently than in past cycles due to changing industrial applications, presenting a potential win-win scenario during a recession despite currently underperforming gold.
Uranium is viewed as a contrarian opportunity and speculative buy despite recent corrections, with high volatility and negative sentiment contrasting with fundamentals supporting higher prices.
Zero to two drinks per week is considered safe for most adults, while moderate drinking (up to one glass of wine per night or less than three drinks per week) is generally acceptable, but heavy drinking is detrimental to every organ.
Gray matter thinning in the brain begins to increase with more than two drinks per week, as shown by larger studies, potentially impacting cognitive function.
While 3-4 drinks per week may not significantly shorten life, consuming 5-7 drinks per week is debated and associated with a higher incidence of cancers, especially in women, and immune system disruption.
Gut microbiome disruption and sleep changes are indirect causes of alcohol’s negative effects, including gray matter thinning.
Alcohol disrupts sleep, particularly REM and deep sleep, making it counterproductive for those who drink nightly to relax; maintaining a consistent sleep schedule and consuming low-sugar fermented foods can help offset some negative effects.
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