There are some interesting theories. But the shills all pretend they "know" he's military intelligence. I'm pretty sure he's not that, although he has access to mil intel. Because He Q access to everything.
With all the bread splitting and unusual shilling (there are always shills, but they seem especially disturbed atm), I presume their necromancers have told them about something imminent. They'll be wrong about what it is, of course. And about the correct timing too. So they will expend all their ammunition in anticipation, and then be caught once again with their pants down.