OFZ Update I have good news, and I have bad news Good news: 👉 I’ve done the final data check, and I think I can say that I can say that my data isn’t “preliminary” or “rough” anymore, and my model is operating correctly. Bad news: 👉 I found some data entry errors, that were 100% my fault.

It occurs to me that all of the vacant storefronts in malls could become quite valuable right now, if only retailers had the capital needed to open new stores. I guess they'll just have to take out loans from banks, high interest rates and liquidity crisis be damned. It's all falling apart.

Willem Dafoe Maniacal Laugh

Alt: Willem Dafoe Maniacal Laugh

static.klipy.com

Listening to a youtube show on war. "Recently Ukrainian president Zelensky sacked his defence minister AND his Chief of the Army. For more on what this means for Ukraine, I spoke to a Russia expert (insert name here)". It's so subtle no one in the comments even noticed it.

Updated infographic. Added the facility in Tula with 194 000 square meter even though initial reporting said they would build 300 000 square meters. They had the remainder of the property left for development. 22 billion in investment and 15 000 jobs.

Another article, at last. It's been a little hectic down in the bunker so a few things have fallen through the cracks but you can't please everyone, no matter how hard you try. open.substack.com/pub/darthput...

Be careful what you wish for

A question I never get an answer to

open.substack.com

⚡️ RUSSIA'S WAR AGAINST UKRAINE — AUG 5, 2026 (#1) ■ Casualties remain below average despite increased engagements; no territorial changes so far this month ■ ... 📈 See dashboard for full data: datastudio.google.com/s/u7CxB6jmCTY

Did you ever think you'd see this? Suspected N Korean cluster munitions exploding over a European capital city They're not illegal but cannot be used near the public - but Russia doesn't care about laws, humanity, doesn't sign up to anything and can veto everything in the U.N.

Kuzbass(Kemerovo Oblast) might seem remote. Coal is a declining industry. Donbas is a more productive competitor. Could Putin gain inspiration from Tsar Alexander II and sell the region to China? Does the invasion have to be funded?

Prune60@prune602.bsky.social · 21h ago

“Kuzbass is currently in the "red zone" by all indicators, and rising diesel fuel prices will exacerbate the region's negative financial results. I don't rule out the possibility that coal companies will find support from the government, but for now, there are few reasons for optimism.”

A 21% in Black Sea bulk carriers would be problematic, but Russian Railways planned ahead and scheduled major Eastern Polygon upgrades. Narrator: Construction was never funded.

Oh Deer: Funny Deer Stare Meme

Alt: Oh Deer: Funny Deer Stare Meme

static.klipy.com

Prune60@prune602.bsky.social · 22h ago

‼️ Russia: “The number of bulk carriers available for coal exports from Russia has decreased.” 👉 “In the Black Sea, due to increased shipping risks, the number of available bulk carriers—ships carrying bulk cargo—fell by 21% in a month” www.kommersant.ru/doc/8860991

23:20 | 04/08 Approximate flight routes of our UAVs: 🔴 Red arrows — directions of strike UAV movement; According to Russian sources, around 400 drones were reported, though these estimates and the displayed routes remain highly approximate.

The Russians themselves confirmed the strike on a civilian car in Kherson. However, they naturally spun a story claiming the man wasn't a vegetable vendor, but was instead transporting cargo and working with the Armed Forces of Ukraine - which is allegedly why they were "hunting" him.

WarTranslated (Dmitri)@wartranslated.bsky.social · yesterday

Around 6:30 this morning in Kherson, yet another instance of Russian terror among hundreds was caught on camera. Russians used a drone to target a man who was just working as a local market vendor.

Hate account👇 @crustulum.bsky.social

Bank of Russia REPO is virtually unchanged at 4.3 trillion rubles. REPO is lower now that the Ministry of Finance has suspended bond auctions. www.cbr.ru/eng/hd_base/...

Our important fundraiser stalled. Today raised only 18$, it's really painful💔 Can you see my posts? Can you help us move forward? 78th brigade needs pickup We need help here please. Can you spare 2$, 5$? Please support fighters Share my pinned post 🙏 Thank you 🅿️aypal: lifetreeof2@gmail.com

D.Radka, #NAFO 🇨🇿🤝🇺🇦@dradka.bsky.social · yesterday

We raised only 18$ within whole day? Really? I don't know what to say💔🙈 Can we get more support for this important campaign, please? 🚨 78th Airborne Brigade needs pickup truck for their combat missions in Pokrovsk direction 🇺🇦 🎯: $ 8200 ✅️: $ 6117 🅿️aypal: lifetreeof2@gmail.com Thank you🫂

Ozon marketplace (competitor of Wildberries) has suddenly realized that Crimea isn’t Russia. It sent someone in Russian-occupied Crimea a message saying: "Ozon does not deliver goods to Sevastopol.Delivery outside of Russia is available only to the following countries:Armenia,

Thank you so much for your reposts and donations! We are almost 60% there! Just wanted to remind you, if you were ever in doubt, that no donation is too small, as it all accumulates to provide the essential supplies to our defenders 💚

Anastasia Klimash 🇺🇦@nastasiaklimash.bsky.social · last wk.

Hi All! New fundraiser time! I'm joining @dzygaspaw.com fundraising for fibre optic FPV drones. All donations are doubled by the Lviv Regional Military Administration, so with that, if we can raise $975, that would buy one 25 km cable drone costing $1950 To donate: dzygaspaw.com/anastasia-kl...

I know about HALO jumps, but it's the first time I see the Russian equivalent, the LANO jump.

Hello again, on Day 1623 of the full invasion of Ukraine. Every single day I've compiled a thread of the news stories, updated throughout the day (and often night too) When I finished the previous thread in the middle of this night, more things were exploding inside Russia!

Attention: new original data source unlocked! Based on federal budget reports, I estimated the number of Russian troops in Ukraine, both mobilized and contract soldiers. The numbers are based on different salary top-ups that Russian troops in Ukraine receive. janiskluge.substack.com/p/the-compos...

🔥 STRIKE REPORT — 04/08/2026 TWO IDENTIFIED TARGETS: 01 — Syzran Oil Refinery, Samara Oblast | FACTORY 02 — Wildberries logistics center, Leningrad Oblast | LOGISTICS 👀 WE SEE EVERYTHING

Yesterday Putin came to Krasnoyarsk, and all of a sudden petrol appeared in the city and the gas station queues vanished. It’s a total miracle.

The linearity of time remains an imperialist construct.

Olena Halushka@halushka.bsky.social · yesterday

Ukraine's vile and brutal attacks on Wildberries in 2026 forced russia to start its defensive invasion in 2014.

Updated infographic. We are adding 7 500 jobs for the Krasny Bor Wildberries facility In late 2025 roughly 2/3rds of the facility or 95 000 square meters of the total 154 000 were launched. Again use the data as the lowest possible jobs estimate.

⚡️ RUSSIA'S WAR AGAINST UKRAINE — AUG 4, 2026 (#1) ■ Engagements and casualties below average; 80% of equipment losses consisted of drones ■ Visually confirmed equipment batch: 42 🇷🇺 / 41 🇺🇦 (1.0x) ■ ... 📈 See dashboard for full data: datastudio.google.com/s/mWPV9burunI

‼️ Russia: “Georgia's only refinery has found a replacement for Russian oil in Kazakhstan and Libya.” Day 1622 of Russia’s 3 Day War www.kommersant.ru/doc/8861806

If the Russian Ministry of Finance doesn’t have an OFZ auction this week, then I think that will leave them with 19 potential auction days left in 2026. (They’re currently cancelled until further notice)

‼️ Russian Railways July 2026 Loading Update Thread This is the 25th consecutive loading thread! Happy 2 Year Anniversary! 🥳 Note: Full data tables are provided in the thread.

🐶: You’re eating food, I like food 🐶: 🥺 I want some 🐶: 🥺 🐶: 🥺 😑: Here 🥦 🐶: *spits it out* 🐶: I don’t like that food, what else do you have?

I seem to recall some old threads, probably by @prune602.bsky.social , which covered the abundance, well lack thereof, of warehouse space in the russia. I don't know if this was addressed. Maybe they just stopped talking about it. No matter what, losing this much warehouse space has to hurt.

Stanimir Dobrev@delfoo.bsky.social · 2d ago

Fixed the graphic mistake for Vladimir:

Fixed the graphic mistake for Vladimir: