Links 10/4/2025 | naked capitalism

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A Library for Fish Sounds Nautilus. Micael T: “Geopolitical commentary: A vivid new telling of the herring farts / Soviet sub history”

What if the Universe Remembers Everything? New Theory Rewrites the Rules of Physics SciTech Daily (Chuck L)

Scientists just cracked the mystery of why cancer immunotherapy fails ScienceDaily (Kevin W)

Climate/Environment

Antarctic sea ice winter peak in 2025 is third smallest on record Carbon Brief

Sudan Warns of Severe River Nile Flooding News Central TV

Crowded camps, stagnant water and not enough doctors: first the floods, now disease stalks millions in Pakistan Guardian

Over the past year, Australia’s oceans have been hotter than ever before. ABC Australia

The UK is “shockingly underprepared” for changing weather patterns caused by climate change, nature trusts have said BBC

”Shocked, not surprised”: Northeast Atlantic mackerel at historic low Magazine

The crisis along the Colorado River is coming to a head as seven state negotiators fail to deliver an agreement on how to manage it over the next 20 years Las Vegas Review Journal

‘It’s all dead now… nothing will grow’: Fish and hippos dissolve in polluted acid river Telegraph

China?

This sea route has been dismissed as too treacherous. China’s taking the risk CNN

China’s $1 trillion trade surplus in goods has gotten a lot of attention. But China is also a very large country.

On a per capita basis, China’s trade surplus is only 37th in the world, far behind Germany, South Korea, Italy, & Russia. China is more like a super-massive Belgium. pic.twitter.com/i6v5qQdUkt

— Kyle Chan (@kyleichan) October 3, 2025

Myanmar

Myanmar’s military says it has recaptured a key central town from ethnic rebels Independent

India

Rupee Inches Toward Record Low As Dollar Pressure Persists Finimize

Africa

Sudan’s War Is the Shape of Things to Come Foreign Affairs

Rebuilding Khartoum Will Cost Billions That Sudan Doesn’t Have Bloomberg

Morocco protest leaders demand government dismissal after deadly unrest France24

South of the Border

Donald Trump has declared the US is at war Council Estate Media (resilc)

U.S. military planners believe that forces being assembled in Puerto Rico and the Southern Caribbean are now sufficient enough to launch “territorial-seizure operations” against Venezuela, capturing and holding key strategic facilities such as ports and airfields, according to a… pic.twitter.com/LdN0qgE0cS

— OSINTdefender (@sentdefender) October 3, 2025

Venezuela slams presence of US F-35 fighter planes spotted off coast Aljazeera

O Canada

Canada’s debt time bomb Canadian Dimension

European Disunion

Euro zone manufacturing returned to contraction in September, PMI shows Reuters

Torture weapons are being used on Europe’s streets to put down protests EUObserver

UN human rights expert slams EU chemical deregulation push Politico

Fresh strikes held in France amid continuing political void Guardian

Old Blighty

New MI6 Chief’s Dark History Revealed Simplicius. You heard this here from our Colonel Smithers first!

The UK Needs to Break Out of Its Debt Doom Loop Bloomberg. Editorial.

Israel v The Resistance

BREAKING: Hamas Responds to Trump Gaza Plan Drop Site, YouTube

Hamas agrees to release Israeli captives but rejects foreign governorship of Gaza Middle East Eye. I am at a loss to understand the somewhat hopeful commentary from DropSite. Trump’s earlier position was that this was a take it or nothing deal. That is surely Netanyahus’s. Rejection of any part = justification for Israel to continue the genocide. Admittedly the Drop Site talk makes key points, like Hamas is not empowered to commit to governorship changes even if it wanted to.

Hamas agrees to parts of Trump’s Gaza plan, seeks more talks, bombing eases Aljazeera

What remains of Gaza? Financial Times

From an article in Israeli media, a rare admission: the country’s tech industry, the jewel in its economic crown, is suffering badly. “Something has shifted, and Israeli companies feel it.” Whatever you’re doing to isolate Israel, keep doing it. It’s working pic.twitter.com/ZrsVrtHr1c

— Nate Bear (@NateB_Panic) October 3, 2025

Netanyahu’s Government Poses a Greater Danger to Jews Than Any External Enemy Jurist (resilc)

USC sold dead bodies to U.S. military to train IDF medical personnel USC Annenberg Media (resilc)

Russia’s Support For Trump’s Gaza Peace Plan Isn’t Surprising Andrew Korybko

From a few days ago. Varoufakis is connected:

The masks are off. The Italian frigate was not summoned to offer protection for the Global Sumud Flotila but, rather, to sabotage it on behalf of the genocidal Netanyahu gvt. Shameless Meloni

— Yanis Varoufakis (@yanisvaroufakis) September 30, 2025

Iran’s central bank plans major currency intervention as rial tanks Intellinews

New Not-So-Cold War

French troops arrest captain of Russian ‘shadow fleet’ oil tanker feared to be behind Denmark drone incursions Independent

Syraqistan

Why has Pakistan-administered Kashmir erupted in protest again? Aljazeera

Three killed in Christian area of Syria amid sectarian tension, election controversy New Arab

Trump 2.0

Whoever made this deserves an award! pic.twitter.com/A30QnsyRx4

— Joe G (@EastEndJoe) October 3, 2025

Most Voters Think America’s Divisions Cannot Be Overcome, Poll Says New York Times (resilc)

US Treasury unveils draft design of coin with Trump’s profile RT (Kevin W)

President Trump promotes a fake cure-all bed YouTube (resilc)

Immigration

ICE agents handcuffed and detained Chicago Ald. Jessie Fuentes inside a hospital emergency room today.

She had demanded they share a warrant for a man they detained inside the hospital who was reportedly injured during a chase, she said. She was later released. pic.twitter.com/fgVwMUnCDE

— Jake Sheridan (@JakeSheridan_) October 3, 2025

Tariffs

Investors could face a bonfire night surprise on Trump tariffs Gillian Tett, Financial Times. Important. See risk of capital controls. However, Trump so far is complying with the limits of his other trade authorities in implementing or threatening to (Section 232)

Wall Street wins big, making high-interest rate loans to cover Trump tariffs Kevin Walmsley (Kevin W)

US farmers hit by trade war to get ‘substantial’ aid: Treasury chief France24

Home Builders, and Homeowners, Brace for Impact of Kitchen Tariffs New York Times (resilc)

Major combine manufacturer moves production from U.S. to Europe amid trade uncertainty YouTube

Shutdown

Government shutdown could cost US economy billions of dollars a week, analysts say Guardian

Mamdani

New York’s Mass Flight From Reality Tablet. Robin K: “A Jewish take on the prospect of Mamdani becoming NYC’s Mayor. Last week. Still pertinent. Moi: New Yorkers want to own cars? Really? Young people haven’t wanted to own cars for over a decade.

Our No Longer Free Press

Americans’ trust in media hits an all-time low, with Republican confidence now in single digits Independent

TikTok investor: ‘Embed the love and respect for Israel’ in the US Responsible Statecraft (resilc)

Charlie Kirk

Candace Owens is not lying.

These are texts from someone at TPUSA

Source: @Iwendtster pic.twitter.com/wVEICjnqEc

— ĐⱤØ₲Ø🇺🇸 (@KAGdrogo) October 1, 2025

Mr. Market is Moody

Dollar Doubts Are Showing Up in the Corporate Bond Market Bloomberg

America’s private credit binge echoes China’s shadow banking Nikkei

Yuan lies in wait as Trump pushes buck to the brink Asia Times (Kevin W)

Economy

America’s looming electricity crisis is Trump’s Achilles’ heel Telegraph

US banks expect victory in capital requirements as Trump regulators revamp rules Reuters

In-Game Sports Betting Is Growing. So Are the Concerns New York Times. resilc: “Why Vegas is DOA too.”

AI

AI Data Centers Are Sending Power Bills Soaring Bloomberg

‘My son genuinely believed it was real’: Parents are letting little kids play with AI. Are they wrong? Guardian (Kevin W). These parents should have their kids put in foster care.

Tech Bro 2.0: The new Silicon Valley archetype dominating the AI age SF Standard (resilc)

Is The AI Bubble Ready To Pop? Moon of Alabama (Kevin W) . We get a shout out.

Is European AI A Lost Cause? Not Necessarily. Nomea. Micael T: “Funny at so many levels. Why must Europe invest in an unprofitable and useless technology? Europe have become vassals and can’t think in sovereignity terms. Europe is no promotor of freedom. Etcetc.”

Class Warfare

Gig Drivers Win the Right to Unionize in California New York Times (resilc)

BREAKING: Searches for “second job” reach an all time high, surpassing 2008 financial crisis and COVID pandemic levels pic.twitter.com/G6jDY50Lfm

— Kalshi (@Kalshi) October 2, 2025

Antidote du jour (retaj):

See yesterday’s Links and Antidote du Jour here.