Weekly Weigh In: Real Estate Math, Trip to Sicily, Russia Supported, Jeff Thomas Libertas
Real Estate Reminder
Napkin Math… if you buy a $400,000 home with 20% down at 7%…
You borrow $320,000.
Over 30 years, you repay about $766,000.
Add the $80,000 down payment and you paid ~$846,000 total.
That’s before taxes, insurance, or inevitable repairs.
Do you still want to buy a home, Gen Z?
Don’t Read After Booking Your Trip to Sicily
Intelligence Report from Ukraine–or Stupidity Report?
Ukrainian intelligence reports:
Russia produces approximately 60-70 Iskander-M ballistic missiles monthly, increasing the share of Russian electronic components to 90%. New versions of the missiles are equipped with more powerful image processors, improving target recognition accuracy.
Russia is modernizing its Kh-101 missiles, producing approximately 40-50 units per month. The warhead weight has increased from 450 to approximately 800 kilograms.
As of spring 2026, the Russian military-industrial complex’s capacity allows for the production of 10 Iskander-K cruise missiles monthly.
Here’s the kicker of all this that was discovered. Russia continues to import foreign components for weapons production. Up to 80-90% of critical microelectronics are manufactured by companies in the United States, Taiwan, Japan, Switzerland, the Netherlands, and Germany. Do we need anymore evidence that this fiasco of attacking one another and killing innocents isn’t a monetary grift, an extermination plan and a broader geopolitical plan? It reminds me of the UK and US financial interests supporting the Russian Revolution.
Bullish Silver Miners?
Leaked call between member of “Los Cabrera/MF” allegedly and official from Zacatecas Attorney General’s Office; audio points to agreements and criminal backing
The significance of sharing this is to highlight that chaos is about to erupt once again like 2021 and 2022 in Zacatecas where numerous silver miners are situated and it’s likely (if you’re a gold/silver mining investor) that you have exposure to this area. A new, undeclared risk is emerging. I’ve been cautioning that this risk event may not be priced into miners that have seen a nice little boost amid commodity prices.
