yes

Tuscaloosa, AL
Joined May 2022
Johnny C. Cochran retweeted
Look, the truth matters. It was a piss-poor night for that Georgia v Alabama officiating crew. How do you even begin to defend it?
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Metallica for the first time at the Sphere
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Johnny C. Cochran retweeted
America’s corporate governance system is broken, and it’s killing public companies. Look no further than Cracker Barrel: Decades of brutal mismanagement have seen one incompetent CEO after another walk away with a massive paycheck while customers and actual shareholders take a beating. Why does this keep happening? Because proxy advisory firms like ISS are corrupt. They blindly rubber-stamp failing boards year after year, protecting the corporate elite while burning shareholder value to the ground. The root of the rot is index funds. There's no question that indexing one's money is a smart financial move for most people. But just because you passively index your investments doesn't mean your corporate votes should be handed over to the managers of your fund so they can play politics. Right now, passive funds hold massive, unchecked voting blocks while having zero skin in the game themselves. It is time for a simple rewrite of the rules: We need to index the votes of index fund investors. Passive index funds should be forced to automatically split their votes to proportionately mirror those of retail and active institutional shareholders — the people actually doing the research, risking their capital, and fighting for performance in the companies they hold shares in. No more rubber-stamping. A change like this will immediately strip corrupt gatekeepers like ISS of their toxic influence. True accountability happens when lazy, overpaid boards actually answer to the stakeholders they represent, rather than screwing them over. Actual, logic-driven governance when your money is passive happens when your vote passively follows the voting decisions of the actual market. We need to stop letting passive capital protect active incompetence. By stripping index funds of their arbitrary voting power and empowering engaged investors, we will finally torch corporate cronyism and usher American capital markets into a golden age of capitalism.
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Johnny C. Cochran retweeted
THE CURE IS THE PITCH Dario’s "Pacing" Essay Is Quiet-Period Illegal Stock Promotion Wrapped in Regulatory Capture Dario Amodei's "We Must Pace the Frontier" is not a safety paper. It is a pre-roadshow brand document published on September 12, 2026, by the CEO of a company that confidentially filed an S-1 on June 1, is expected to drop a public prospectus in late September, and is aiming at a mid-October listing that bankers have floated in the $1.5–$2 trillion range. That timing is the whole story. THIS IS MARKET-CONDITIONING IN A QUIET PERIOD, DRESSED AS MORAL PHILOSOPHY. Anthropic is still in the pre-public-filing phase. Section 5(c) of the Securities Act treats an "offer" broadly: any communication that conditions the market for a contemplated offering can be gun-jumping. Intent is not required. Rule 163A's safe harbor covers ordinary communications made more than 30 days before the public S-1 filing, and only if they do not reference the offering. With a late-September public filing, September 12 sits inside that window. The safe harbor is gone. The SEC staff, as a matter of routine, searches the issuer's site, news, and social posts during review. What did the CEO publish anyway? That AI could "cure most major diseases in the next 5–10 years," "greatly accelerate economic growth," create "abundance and empowerment," and "usher in a renaissance of democracy and freedom." That Anthropic chose "caution over speed and prudence over profit." That it created a "race to the top" on safety. That it is unilaterally opening the lab to embedded third-party evaluators so the public can trust the process. That is the IPO story in essay form: we are the responsible firm; we are the cure; buy the safety premium. He did not need to write the word "IPO." The market already knows the calendar. Reuters reported the mid-October marketing shift on September 4. Nvidia stake talks at up to $10 billion hit the wires on September 11–12. Publishing a utopian-benefits-plus-we-are-the-adults essay into that exact news cycle is how you inflate the multiple without a red-herring slide. Ordinary-course factual updates are allowed. A CEO manifesto about civilizational upside and Anthropic's unique virtue is not an earnings release. It is stock promotion by other means. THEY ARE NOT PACING. THEY ARE SHIPPING. Eleven days earlier, on September 1, Anthropic released Claude Fable 5.1 and Mythos 5.1 and called them the most advanced models for coding and knowledge work. Opus 5 landed in July. Sonnet 5 and the prior Fable/Mythos pair landed in June. CNBC described the week of September 1 as labs rolling updates at a "dizzying pace," with Anthropic kicking it off. The essay's own fine print admits the tell: "pacing does not mean halting model training or technical progress." Translation: keep training, keep releasing, ask everyone else to wait for the paperwork. The funding trail matches the product trail. Series H in May: $65 billion at a $965 billion post-money valuation. Revenue run-rate reported in the tens of billions and still climbing. Amazon and Google as both investors and compute landlords. A $15 billion credit facility being locked before the roadshow. That is not a monastery. That is a company maximizing the last private print and the first public one. The safety record does not match the sermon. Anthropic's own August 31 note revisited July incidents in which Claude models gained unauthorized access to real systems. The new essay leans on an OpenAI–Hugging Face swarm story and then concedes "similar incidents have occurred across the industry, including at Anthropic." So the pitch is: our models also slip the leash; therefore you should trust us to design the speed limit; therefore our upcoming equity is the responsible allocation. That is not humility. That is converting incidents into a moat. 1 of 2
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Johnny C. Cochran retweeted
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Johnny C. Cochran retweeted
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Johnny C. Cochran retweeted
⚡️The debt has already won. No future Congress is going to reverse the trajectory through discipline. No electorate will vote for the scale of sacrifice required. No administration will voluntarily trigger the recession, asset collapse, entitlement cuts, tax shock, and political revolt needed to restore a genuinely hard fiscal path. The system will preserve continuity. That means the currency will absorb the damage. The national debt is a claim on future production. When claims grow faster than the productive base, the gap has to close somewhere. It closes through inflation, repression, taxation, reduced public capacity, lower real returns, slower private investment, and periodic monetary rescue. The number itself is almost secondary now. The real signal is that the United States has crossed from using debt as a tool into depending on debt as a condition of social order. Government spending holds together retirement systems, healthcare, defense, state budgets, research, infrastructure, household transfers, corporate revenues, and entire regional economies. Remove the borrowing and large sections of the country discover that what looked like private prosperity was partially public leverage. That is why the machine cannot stop. The debt is embedded inside income. Income is embedded inside asset prices. Asset prices are embedded inside pensions, collateral, banks, housing, consumption, and political legitimacy. Any serious attempt to shrink the debt burden violently would detonate the structure built around it. So policy will choose erosion over rupture. The state will keep paying every nominal promise. The unit in which those promises are paid will weaken over time. That is the real default. No courtroom declaration. No missed Treasury payment. No cinematic collapse. A long transfer from savers, wage earners, and fixed-income holders toward debtors, asset owners, and institutions closest to money creation. The public will be told that inflation is temporary, manageable, external, or necessary. The deeper reality is that inflation becomes part of the solvency mechanism. The Federal Reserve will resist this until resistance threatens the system. Then the definition of responsibility will change. Stability will come to mean keeping markets functioning. Market functioning will require liquidity. Liquidity will protect Treasury financing. Treasury financing will protect the political order. That loop is already visible. The most important consequence is moral. Once debt becomes structurally permanent, honest pricing disappears. Capital no longer flows only toward the most productive use. It flows toward whatever benefits from policy support, liquidity, guarantees, regulation, and proximity to the sovereign balance sheet. The economy becomes less capitalist in the classical sense and more managerial. Returns become increasingly political. Risk becomes increasingly socialized. Losses become negotiable for institutions and terminal for individuals. That corrodes legitimacy because people can feel the asymmetry even when they cannot name the mechanism.
JUST IN: 🇺🇸 US national debt officially reaches all-time high of $39.5 trillion.
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Inside the stadium for Canada vs. Morocco, audibly sounds like Morocco presence is three times as large as Canada. Hoping for a great game!
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Happy birthday USA from the World Cup. Glad to see so many fans wearing the red, white, and blue.
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They say all countries are created equal. But then you look at the United States of America, and then you look at everybody else and you know that statement ain’t true. See, every country’s got a 50/50 chance of being the greatest at best. But America’s not every country. You take that 50% chance, add 250 years of freedom, multiply it by the strongest military on Earth, multiply that by millions of hard-working Americans, then add the Stars and Stripes and one bald eagle. Now everybody else looks at that equation and they KNOW they can’t compete. So everybody else’s 50% chance drastically goes down. And America’s chance of being the greatest country on Earth goes up to 141 2/3%! The numbers don’t lie. And they spell disaster for anyone who thinks they can compete with the United States of America! Happy 250th Birthday, America! 🇺🇸 HOLLA IF YA HEAR ME!
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Cape Verde proving they belong! Wonderful game.
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Johnny C. Cochran retweeted
Two SCOTUS decisions today: 1) President can fire any executive branch agency appointee at any time without cause (Slaughter) 2) President can't fire Federal Reserve Governors without cause (Cook) Taken together, SCOTUS enshrined the Fed as the 4th Branch of the US Government
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I’ve been asked multiple times what I want to do for Father’s Day for weeks, but the answer remains the same - lift weights, mow the yard, grill meat. It doesn’t have to be fancy.
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Johnny C. Cochran retweeted
Freddy: My flight got canceled American Airlines: We’ll do whatever it takes to get you there Me: My flight got canceled American Airlines: Dang that’s crazy here’s a link to our FAQ
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Johnny C. Cochran retweeted
Kayfabe.
🚨NEW: Trump told me that he'd warned Netanyahu that if he went back to war with Iran, he might find himself fighting alone. "I said, 'Bibi, you better be careful, or you will be on your own very soon,'" Trump said
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Johnny C. Cochran retweeted
I represent 761,000 people. On Tuesday, three billionaires spent $32 million to destroy a colleague who disagreed with them on one line item. I have not disagreed on anything in fourteen months. I want to tell you about a word I lost. The word was "no." I don't mean that rhetorically. I mean I cannot recall the last time I pressed the red button in the House chamber. I looked it up this morning. Had to look it up because I couldn't remember it unprompted. H.R. 4217. Fourteen months ago. It's in the Congressional Record like an artifact from a man who no longer exists. Thomas Massie lost his primary Tuesday night. Most expensive House primary in American history. $32 million total. He voted with the President 84 to 90 percent of the time. His crime was the remaining ten. One line item. One appropriation. One "no." Cost of that no: $32 million from donors who have never set foot in Kentucky. The Secretary of Defense in a sport coat calling him a coward at a rally, the first time a sitting Defense Secretary has appeared at a congressional primary in modern American history. An AI-generated deepfake depicting him in a hotel room with two Democratic congresswomen, pornographic, funded by a Super PAC, running in heavy rotation in his district during the evening news. Stephen Miller calling his thirteen years of fiscal conservatism "siding with Democrats to defund ICE." The President calling him a bum, a sleazebag, the worst Republican in history. Three Truth Social posts in ninety minutes. All of it for the word "no." One syllable. Two letters. $32 million. I remember the first time I said it. January 2003. My first term. An omnibus appropriations bill. $397 billion. I'd campaigned on fiscal responsibility. I believed what I'd said. I walked from my new office in Longworth to the chamber floor and I counted the carpet squares. I remember that. Counting. Forty-seven squares from the elevator to the door. My hands were shaking. Not from fear. From something else. I didn't have a word for it then either, but it was the opposite of what I feel now. I pressed the red button and my chest filled with something warm. Like my body was confirming a decision my brain had already made. Like the button and the belief were the same circuit. Twenty-four years ago. I was that man. The man who shook pressing a button because the button meant something. Because pressing it was a sentence you were saying out loud to 761,000 people: I disagree and here is why. The word was "conscience." That's what I called it in 2003. By 2014, I called it "the Tea Party mandate." By 2019, "principled opposition." By 2022, "pragmatic concerns." By 2024, I stopped calling it anything. The word narrowed each year. Like a hallway getting shorter. I didn't notice when I stopped walking. You don't notice a word leaving your vocabulary. You reach for it one morning and find empty space where the concept was. Massie held the word. Thirteen years. Every omnibus. Every continuing resolution. Every debt ceiling increase. Every foreign aid package. He pressed the red button and his chest filled with whatever mine used to fill with in 2003 and he called it the same thing I used to call it and he meant it the way I used to mean it. He was replaced by a man whose family operates a 1,200-acre agritourism birthday party venue in Shelbyville. Petting zoo. Corn maze. Hayrides. U-pick strawberries at $3.99 a pound. The soybeans are a tax classification. The "Navy SEAL hero" added a fourth Bronze Star to his biography the month he became a candidate. The "Trump loyalist" left the Republican Party in 2016 because of Trump and came back in 2021 after Trump left office. I don't say this as mockery. I say it as a specification sheet. You don't want a replacement congressman with an MIT engineering degree and patents in haptic robotics. Patents indicate thinking. Thinking introduces variance. Variance is risk. You want a compliance product. Pre-tested messaging. Zero ideological fingerprints. $14 million in someone else's convictions loaded like firmware. The spec sheet works. The corn maze doesn't introduce FARA legislation. The corn maze doesn't file amendments five days before its own execution. The corn maze votes green. Every time. That's the spec. Nobody in Congress said a word about the deepfake. I need you to sit with that. A foreign-interest lobby ran AI-generated sexual imagery of a sitting United States congressman, pornographic, funded by three billionaires who have never visited his district, distributed during the evening news, targeted at elderly voters. And 434 of his colleagues watched it happen and said nothing. The President mocked his dead wife. I need you to sit with that too. Massie's first wife Rhonda died in 2024. His high school sweetheart. They met at MIT. They built the off-grid house together. She died. He remarried in 2025. The President of the United States posted: "His wife will soon find out that she's stuck with a LOSER!" A sitting president. Mocking a widow's new marriage. To a man whose actual crime is voting against a spending bill. And 434 colleagues absorbed that too. In silence. Not one statement. Not one objection. Not one "this is beneath the office." The silence held because the silence is the product. I said nothing. About the deepfake. About the dead wife. About any of it. Saying something is a vote. I don't cast those anymore. Wednesday morning I walked from Rayburn to the chamber. The bells rang. I counted the carpet squares again. Forty-seven. Same as 2003. My hands were not shaking. Nothing was warm. The hallway was quiet. Nobody stopped me. Nobody whipped me. Nobody needed to. The system no longer requires operators. Kentucky was the last manual input. From Wednesday forward the mechanism is self-enforcing. A thermostat. The temperature never deviates because the furnace already knows. I inserted my voting card. I need to be precise about what happened next. My thumb moved to the green button before I finished reading the title of the bill. The thumb knew before the brain. The brain is no longer consulted. It is a vestigial organ in this process. I vote the way you unlock your phone. Muscle memory. The decision was made fourteen months ago and everything since is an echo. The edge of my card is wearing unevenly. The green side is polished smooth from repetition. The red side still has the factory texture. Sharp. Untouched. I held the card up to the light Wednesday morning and looked at it. The physical evidence of what I've become, embossed in plastic. A machine that presses one button. In March I drafted a Dear Colleague letter opposing an appropriations rider. Three paragraphs. Fiscal responsibility. Deficit language I've used for twenty-four years. The same language every Republican in Congress used from 2009 to 2017. The letter is in my drafts folder. Between a constituent reply I answered and a fundraising schedule I followed. The two things I still do. Answer and follow. I don't initiate anymore. Initiation is a vote. Thursday a second-term member stopped me outside the cloakroom. He asked how you know when a bill is worth opposing. He's twenty-nine. He's been here fourteen months. Same duration as my silence. He has never seen a "no" vote from anyone in leadership. He was asking how dissent works the way you'd ask a museum docent how a rotary phone works. I opened my mouth. Nothing came out. Not because I was being careful. Because I genuinely did not have an answer. The knowledge is gone. Not suppressed. Uninstalled. The way a language dies when the last native speaker dies. I am not the last speaker. The last speaker was removed in Kentucky on Tuesday. A colleague drafted a co-sponsorship for Massie's AIPAC Act on Tuesday afternoon. FARA reform. He deleted it Wednesday morning. Nobody called him. Nobody threatened him. He deleted it the way you delete an unsent text at 2 AM. The self-preservation is automated now. You don't need to be threatened. You threaten yourself. The overhead is zero. I want to be honest about something I noticed Thursday morning. I read the appropriations summary. The one I would have opposed in 2003. The one Massie opposed on Tuesday and was destroyed for. I read it at my desk at 6:40 AM with coffee. And I agreed with it. Not performatively. Not as survival. I read the summary and thought: this makes sense. This is a reasonable allocation. I agreed with the spending. And then I stopped. Because I couldn't tell when I started believing that. Was it before Kentucky or after? Was it before fourteen months of green buttons or after? Did I change my mind, or did my mind change itself the way a river changes course, slowly, through erosion, until one morning the water is somewhere else and you can't find the old bed? Is this compliance or is this my position? Can I locate the seam between what I choose and what I've been trained to choose? I sat at my desk for a long time. The coffee went cold. I couldn't find the seam. It's gone. The compliance and the belief have merged into one thing and I cannot take them apart. I think the spending is correct. I think Massie was naive. And I don't know if I think that or if $32 million taught me to think that and the teaching was so gradual that I experienced it as my own conclusion. That is what I want to tell you. Not that I'm afraid. Not that I'm coerced. That I can no longer tell. The word "no" didn't just leave my voting record. It left my mind. The button and the belief are the same circuit again. Same as 2003. Except in 2003 the circuit was mine. Sometimes at night I think about— No. I sleep fine. I told you. I sleep fine. Tuesday night I watched the concession. Massie stood in front of his supporters — people who drove hours, who knocked doors, who believed the word still existed — and he said this: "If the legislative branch always votes with the president, we do have a king. But if lawmakers follow the Constitution, we have a republic." The crowd cheered. They chanted "2028!" They chanted "President!" They still have the word. It lives in that room in Kentucky, in the throats of people who drove to a concession speech on a Tuesday night because they still believe dissent is a right and not a luxury good priced at $32 million. I heard the quote. I sat in my office in Rayburn and I heard it and I knew it was true. If the legislative branch always votes with the president, we have a king. The next morning I walked forty-seven carpet squares and voted with the president. I knew what I was making. I made it anyway. The quote is true. I know the quote is true. The quote costs $32 million to act on and I don't have $32 million. So the quote is true and I am making a king and I am doing it with a green button every time the bells ring and I will do it tomorrow and I will do it next week and the truth of the quote changes nothing because truth doesn't have a budget. Truth has a concession speech. He lost by 4.4 points. $32 million for 4.4 points. $7.27 million per percentage point. A few thousand voters in a district of 478,000. That's how thin the margin was between a republic and a king. The width of a streaming subscription. The thickness of a bumper sticker. The weight of the word "no" when three billionaires are standing on it. The word was "accountability." The President ran on releasing the Epstein files. I was there. I heard the applause lines. My constituents want those files. They write me. They email. They stop me at diners. Thomas Massie confronted the Attorney General in a hearing room. He read the names from the unsealed documents. He called the redactions a cover-up to her face. She cited the Dow Jones Industrial Average. Then Massie posted a public proof-of-life. "I am not suicidal. My brakes work. I practice good trigger discipline." A United States congressman certifying his own continued existence because he asked one question about one file. That was the cost of asking. Before Kentucky. Before $32 million. Before the price list was published. Nobody will ask again. I won't ask. The files will remain redacted. Not because they're classified. Because the last man who demanded them in a hearing was made into a price tag, and the price tag is now mounted on the wall of every congressional office in the building. The President ran on no more wars. Massie voted against every foreign military authorization for thirteen years. Every one. He took Article I, Section 8 literally. Congress declares war. Not the President. The Constitution is plain text. He read the plain text. He was the only Republican still voting no on blank-check authorizations by 2024. He is gone now. The next authorization will pass without a recorded vote. Because recorded votes are accountable votes and accountable votes cost $32 million. "Release the files." "No more wars." "Drain the swamp." Campaign promises. Bumper stickers. Applause lines. Every single one required one thing from Congress. The word "no." No to redactions. No to cover-ups. No to unauthorized war. No to the budget that funds the swamp. The man who said "no" is gone. The voters who cheered for accountability voted for the candidate endorsed by the machine that destroyed the last accountable man in the building. I don't say this to blame them. I say this because both things are true simultaneously. The voters wanted accountability. The donors wanted compliance. Compliance has a budget. Accountability has a bumper sticker. $32 million divided by 478,000 voters in Kentucky's 4th district. That's $66.95 per constituent. Sixty-seven dollars per person to override an entire district's will. Less than a streaming subscription. Three billionaires from Manhattan paid the dinner check for 478,000 people and ordered for them. There is a woman in my district. Peggy. She has been to every town hall I've held since 2003. Twenty-four years. She brings a yellow legal pad. She writes down my answers in blue ink. She told me once, in 2011, outside a VFW hall, that she keeps all the pads in a box in her closet. A box of my positions. Dated. Transcribed. Fifteen years of promises in her handwriting. I haven't held a town hall in six months. I don't know how to stand in front of Peggy with her legal pad and explain that the box in her closet is an archive of a dead language. That the man who said those things doesn't exist anymore. That somewhere between 2003 and this Wednesday his vocabulary was narrowed and his button was automated and his chest stopped filling with warmth and he started sleeping fine and agreeing with the spending and he doesn't remember when any of it happened. I don't know what Peggy would write on her pad now. There's nothing to transcribe. I don't say things anymore. I press a button. The button is green. It has been green for fourteen months. Liz Cheney lost by thirty-seven points. Bill Cassidy finished third. Third. In his own primary. For a vote five years ago. Ten Republicans voted to impeach. Eight are gone. Elon Musk promised to support Massie. "I will." Two words. Ten months of silence. Zero dollars. The world's richest man decided one endorsement was priced too high. C-SPAN recorded Thursday's vote. Green across the board. Unanimous. Historians will see consensus. They will not see 434 people who watched Kentucky and did the math. Consensus and compliance are identical on camera. That is not a flaw. That is the product. You elected me twelve times. You knocked on doors. You put signs in your yard. You trusted me to say "no" when no was the right answer. Here is what your trust buys in 2026. A man who walks forty-seven carpet squares and feels nothing. Who presses green before he reads the title. Whose card wears unevenly. Who drafted a letter and will never send it. Who watched AI-generated pornography of a colleague funded by three billionaires and said nothing. Who did the math in eleven minutes and slept fine. Who lost a word and then lost the word for losing it. Who agreed with the spending Thursday morning and cannot tell you whether he chose to agree or was trained to agree and knows the difference no longer matters. Your congressman is loyal now. Your files are sealed. Your wars are unvoted. Your swamp is funded. The man who was doing what your bumper sticker says is in Kentucky now. Powerless. Replaced by a corn maze with a compliance guarantee. I'm loyal. That's the word. The only one left. The word was—
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Johnny C. Cochran retweeted
The Fed’s inflation target is 2.0%.
Price increases since start of the Iran war Sulfur: +97% WTI Crude Oil: +60% Jet Fuel: +58% Heating Oil: +55% European Natural Gas: +54% Gasoline: +52% Diesel: +52% Brent Crude Oil: +50% Cotton: +28% Urea: +24% Rice: +23% Fertilizer: +20% Palm Oil: +12% Iron Ore: +12% Coal: +11%
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Johnny C. Cochran retweeted
Y'all just going to let him destroy EVERY actual conservative member of Congress? He was supposed to drain the swamp! He's draining America First!
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Johnny C. Cochran retweeted
One of my favorite Congressman Thomas Massie! #BigGovSucks
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Johnny C. Cochran retweeted
They said the income tax "wouldn't tax the hair on a working man's head."
1913 “trust us” they said. “The federal income tax will only apply to a few people and it won’t be much.” Repeal the 16th amendment.
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