Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
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Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
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Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
I also explain why it looks the way it does. There is reason for all of it.

So you better read that thread before you ask questions about that graph.

I’m happy to answer questions most of the time, but my time is limited, and the answers you seek are probably there.
November 1, 2025 at 6:31 PM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
‼️ Russian Railways October 2025 Loading Update Thread

Things look…weird

Note: Data tables are provided in the thread
November 1, 2025 at 6:31 PM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
Last month, when reporting September’s loading numbers, Interfax said the loading plan for October 2025 would 3.052 million tons per day

3.052 x 31=94.612 million tons

That’s less that what they actually reportedly shipped

www.interfax.ru/business/105...
November 1, 2025 at 6:57 PM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
I know I don’t discuss the volumes of these other bonds very often.

The government hasn’t been placing them this year and it’s only a fraction of the total.

But in case you were curious.

Here are the volumes of the AD bonds as of 14 August
August 20, 2025 at 5:31 PM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
Look at propaganda vs what I told you.
“Will Putin react if he imposes tariffs? Most likely not”

~ Olga Skabeeva

Most likely, it will either get people to stop buying from Russia or demand even bigger discounts from Russia for the added risk.

🍿 Neither are good for Russia
August 16, 2025 at 7:08 PM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
It is only a matter of time before someone on the interwebs plays the last few minutes of the "summit" with the Curb Your Enthusiasm track. Heck it has probably already happened.

It would be funny if it weren't so awful, tragic, and stupid. Many more people are going to suffer and lose their lives.
August 16, 2025 at 4:19 AM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
I also recorded this video last week where we discussed the massive deficit and some auction results.

youtu.be/tsD19pAkNqo?...
Russia's economy - The Budget Deficit is HUGE
YouTube video by In the Bunker with Darth Putin KGB
youtu.be
August 13, 2025 at 4:47 PM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
“…The Ministry of Agriculture explained to Kommersant that sugar production in the first half of the year decreased due to the high base effect. The volume of production will exceed the country's needs, they added.”

See 👆

🇷🇺: ALL IS WELL!!!!
August 2, 2025 at 5:15 PM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
Here’s what I wish more people understood on a fundamental level.

Russia making budget cuts is a problem because all of this stuff was already falling apart.

They weren’t paying for the stuff you might think they would. So now image things with even LESS money.
August 1, 2025 at 4:18 AM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
The Russian Railways Loading Thread is Coming Soon!
July 31, 2025 at 8:35 PM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
🥳
July 31, 2025 at 7:23 PM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
Meanwhile in Russia…

“"I'm Just Sure": Russian Mathematician Calculates Year of Completion of SMO”

Mathematician Grigory Kvasha “predicted the end of the SMO in 2025”

*sigh* ….ok, why?

www.mk.ru/politics/202...
June 14, 2025 at 5:00 AM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
💥Overnight, the Novokuybyshevsk Catalysts Plant (LLC) in Russia’s Samara region has been hit in an attack by presumably Ukrainian drones.
June 14, 2025 at 5:12 AM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
‼️ Russian Media: “North Korea arrests three over destroyer launch accident”

All three are employees of the Chongjin shipyard.

“Kim Jong-un, who attended the ceremony, earlier called the cleanup a matter of political importance.”

😬 “cleanup” sounds ominous…

www.kommersant.ru/doc/7753411
May 25, 2025 at 5:25 PM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
“The first post-war MTB trolleybus has been restored in Russia”

It’s giving strong Cuba vibes!

www.autopilot.ru/doc/7736309
May 20, 2025 at 8:47 PM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
‼️ Russia: “Putin joked about possible annexation of Sumy to Russia”

Sure…it was a “joke”

www.kommersant.ru/doc/7737372
May 21, 2025 at 4:52 PM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
It also means that the government brings in less rubles per barrel of oil.

So if the government decides to move it, as many have been predicting, expect even “official” inflation to increase.
‼️ Russia: “The government and the Central Bank are planning to collapse the ruble to 100 per dollar in order to patch up the budget”

*maybe*

www.moscowtimes.ru/2025/05/19/p...
May 21, 2025 at 5:56 PM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
‼️ Russia: “Budget to lose hundreds of billions of rubles due to auto market collapse”

🍿

www.moscowtimes.ru/2025/05/21/b...
May 21, 2025 at 5:58 PM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
‼️ Russia: “The main tank plant is thinking about producing beer”

Ok….

www.moscowtimes.ru/2025/05/21/n...
May 21, 2025 at 6:04 PM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
The electronic budget system shows a 4.62 trillion ruble deficit as of 19 May 2025
May 21, 2025 at 2:25 PM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
‼️ Russia: “Seven freight cars derailed in Saratov region”

🚂

www.kommersant.ru/doc/7737901
May 22, 2025 at 11:33 AM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
“Experts expect a slowdown in price growth with the start of the new harvest in July.”

Note: That doesn’t mean that the price growth WILL slow down. There is often a belief that prices will go down then.
May 22, 2025 at 11:40 AM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
‼️ Russia: “Retail prices for onions and cabbage have increased by 57–87% over the year due to reduced stocks and a poor harvest in 2024.”

🧅 🥬

www.kommersant.ru/doc/7737725
May 22, 2025 at 11:40 AM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
‼️ Russia: “The Russian Orthodox Church has proposed to return separate education in schools to prevent divorces”

*separate education for boys and girls

😵‍💫

www.moscowtimes.ru/2025/05/22/v...
May 22, 2025 at 1:05 PM
Reposted by Prof. Bonk 🇺🇦 Perverse & Unintended Consequences
‼️ Russia: “Financing for the production of aircraft and helicopters from the 2025 budget may be cut by 22% and amount to 78.8 billion rubles instead of more than 100 billion rubles planned earlier.”

🍿 Tell me again when the MS-21 will be delivered (it was due in 2016)

www.kommersant.ru/doc/7737612
May 22, 2025 at 2:02 PM