The Return of The King

The week ended on September 5, 2025, interesting news items to look at this week are:

The Return of The King: With 1.92 billion views, China’s Victory Day Military Parade ( “CVDMP”) would certainly gone down in history as the most watched global life broadcast. One of the open source intelligence tracked was the Pentagon Pizza Index. Pentagon Pizza Index was born out of Cold war and dubbed 'Pizzint' (short for pizza intelligence), the surges in late-night orders to government buildings like the Pentagon and CIA headquarters, were tracked, assuming the staffers pulled all-nighters on crisis planning. Pizzint certainly spiked at exactly the hours of CVDMP broadcast. (Fig. 1).

It was reported after Trump’s birthday parade he was angry with Hegseth because the US parade did not set the right tone and wasn’t menacing. (Fig. 2).

I am sure after CVDMP Trump was even more pixxed, because CVDMP did have the desired effect, comforting to China’s friends and alarming for her adversaries.   

(i) Peace Through Strength: At the CVDMP China show cased at least 15 China first or World first , weapon systems which I, a casual observer and not militarily literate, would classified into 3 major categories (Fig. 3).

(a) Full complement of drone and robotic offensive and defensive weapon systems for conventional warfare without equals (b) Full complement of land, sea and air launched nuclear capable hyper-sonic missiles and torpedoes with a global reach and (c) Unmatched AD/2A (Anti-Access Area Denial) air power through fighter jets, bombers and missiles integrated with surveillance and reconnaissance ground and aerial systems with a reach far exceeding any adversaries’ Carrier Battle Group’s attack range.  Worthy to mention is  Dongfeng-61 intercontinental ballistic missile rumored to have a speed of up to Mach 55, a reach of 40,000 Km and each DF61 equipped with 18 independently targetable nuclear warheads with each warhead hosting destructive powers of 7X the “Little Boy” in Hiroshima. Just one warhead can destroy a city the size of San Francisco. (Fig. 4).

China's nuclear doctrine is centered on a policy of no-first-use and minimum nuclear deterrence, meaning it reserves the right to use nuclear weapons only in retaliation for a nuclear strike and maintains a nuclear arsenal sufficient only for self-defense and deterring a preemptive nuclear strike against China. The DF 61 appropriately fit this concept. With such a display of military capability, China message to the world is clear, let commercial competition stay pure but anyone should think hard to attempt a gunboat mercantilism. I hope this theater of Peace through Strength will be received loud and clear lest blindsided war hawks should cross the red-line.

(ii) Financial Reset: This week the alternative media is also buzzing with the notion of a “Financial Reset” has begun. First UK Gilt30YR has dropped to a thirty year low as uncertainty on UK debt death loop lingers. (Fig. 5).

Similarly interest rate on JGB30YR spiked to a historical high (Fig. 6),

like a Sword of Damocles overhanging the participants of the Yen Carry Trade. The use of Japanese Yen leverage to prop up a strong dollar and overpriced stocks are coming fast to a conclusion. However,  the wake up call is in the acceleration of valuation of hard assets like BTC and previous metals as ultra high networth individuals, family offices and funds ditched USD. (Fig. 7).

Make no mistake, this is not a rise of China, nor Crypto, nor Gold but a Return of The King and the Usurper is on its way out.

Psalms 2:1  Why do the nations rage, And the people plot a vain thing? 2  The kings of the earth set themselves, And the rulers take counsel together, Against the LORD and against His Anointed, saying,3  "Let us break Their bonds in pieces And cast away Their cords from us." 4  He who sits in the heavens shall laugh; The LORD shall hold them in derision. 5  Then He shall speak to them in His wrath, And distress them in His deep displeasure: 6  "Yet I have set My King On My holy hill of Zion."7  "I will declare the decree: The LORD has said to Me, 'You are My Son, Today I have begotten You.8  Ask of Me, and I will give You The nations for Your inheritance, And the ends of the earth for Your possession. 9  You shall break them with a rod of iron; You shall dash them to pieces like a potter's vessel.' " 10  Now therefore, be wise, O kings; Be instructed, you judges of the earth.11  Serve the LORD with fear, And rejoice with trembling.12  Kiss the Son, lest He be angry, And you perish in the way, When His wrath is kindled but a little. Blessed are all those who put their trust in Him.