"Do you want to be right or make money"...Ned Davis "We can ignore reality, but we cannot ignore the consequences of ignoring reality." …Ayn Rand
Northern Hemisphere
Joined January 2020
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St. John O’Callaghan retweeted
How hard is it, really, to answer one simple question… who is on your voter rolls and are they allowed to be there? That is the whole ask. For two years the Trump administration has gone to blue states asking for their voter rolls and their welfare rolls so they could be run against the federal non-citizen database, and the answer from those Democrat run states has been no, and when the Justice Department took them to court the judges stepped in and said no too.
Let me explain how stacked this deck is. Eighteen states handed over their files. Twenty six refused. DOJ sued, and in all 26 of those states a federal judge dismissed the case, and then on October 9 a judge in D.C. named Sparkle Sooknanan wrote 78 pages to vacate the whole policy and called it "the federal government's attempt to decide who gets to vote." Read that again… checking whether a noncitizen is sitting on the rolls is now the scandal, and the states hiding the list get treated like the heroes.
Now keep in mind what Stephen Miller is actually saying here. In every blue state you can vote or get welfare just by checking a box. No proof, no cross check, nobody looking, and the moment somebody asks to look, the governors lawyer up and the courts close ranks around them. Why would you fight this hard to keep a list secret if the list was clean? If your rolls were accurate you would be first in line to prove it, you would hand the file over and dare them to find a problem. Nobody hides a clean list.
This is the institutional rot people keep pretending is a conspiracy theory. The same crowd that calls every noncitizen voting case isolated is the crowd making sure nobody can ever measure how isolated it really is… and the judiciary is happy to hold the door for them. I have watched this same play run for years now, the people who run the system get to grade their own homework and you get told to sit down, shut up and trust it.
@realDonaldTrump, Mr President, the courts have told you no 26 times. Stop asking permission. Use every lawful tool you have, tie federal election and welfare dollars to clean rolls, and make these states show the American people what they are hiding before November 3.
Pray, Stand, Speak, ACT.
Love,
What all of you good people are thinking
St. John O’Callaghan retweeted
En France, on a inventé le Concorde.
En 1969, il décollait et atteignait Mach 2 symbole de la grandeur gaullienne, conçu pour défier les Américains.
En 1972, le TGV 001 battait le record mondial à turbine (318 km/h).
En 1981, le TGV électrique reliait Paris à Lyon à 260 km/h. En 2007, il pulvérisait encore le record mondial sur rail : 574,8 km/h.
Dans les années 70, le plan Messmer lançait le plus grand programme nucléaire civil de l’Histoire : 58 réacteurs, jusqu’à 70-80 % de notre électricité, une indépendance énergétique que le monde entier nous enviait.
Dassault, Sud-Aviation, EDF, Framatome, la SNCF : nos ingénieurs étaient les meilleurs. On avait dix à vingt ans d’avance sur presque tout le monde.
Puis 1981, Mitterrand. Nationalisations massives (banques, acier, chimie, électronique, aéronautique). Semaine de 39 heures. Lois Auroux. Charges sociales qui explosent. Syndicats tout-puissants. Fiscalité punitive. Droit du travail rigidifié.
En moins de cinquante ans, le socialisme a transformé un pays d’ingénieurs conquérants en un pays de grèves, de délocalisations et de stagnation relative.
L’industrie est passée d’environ 28 % du PIB à 11 %.
Le Concorde a été abandonné. Notre nucléaire a été presque démantelé pendant des décennies faute de choix politique mortifère.
Ce n’est pas le destin, c’est le prix d’une idéologie qui a préféré redistribuer et réglementer plutôt que construire et innover.
A bon entendeur.
St. John O’Callaghan retweeted
Die Mächte im Hintergrund, die die Geschicke der Welt steuern, setzen keine erfolgreichen und klugen an die Spitze einer Bewegung oder eines Landes.
Es ist kein Zufall, dass ein schwedisches Mädchen, das geistig so eingeschränkt war, dass sie kaum drei Worte herausbrachte, ohne die von einem Zettel abzulesen, die Klimabewegung anführen durfte.
Der Präsident, der die USA anführte, als die Flugzeuge in die Türme flogen, war auch nicht zufällig ein mental eher Unbegabter, den man so einfach zu sinnlosen Wüstenabenteuern überreden konnte.
Und der ukrainische Bettelprinz, der noch vor 10 Jahren ein Clown war, der im Unterschichten-Fernsehen Transenshows gemacht hat und zur Belustigung des Pöbels mit seinem Genital Klavier spielte, sitzt ebenfalls nicht zufällig auf dieser Position.
Wer seine Geschichte kennt, weiß, dass er mit sehr viel Geld und Aufwand explizit dort platziert wurde.
Gibt man bösartigen Menschen eine Machtposition, verfolgen sie ihre Ziele rational und werden schnell unkontrollierbar.
Gibt man den geistig einfachen und den Versagern eine Machtposition, kann man sie steuern, denn sie sind nicht klug genug, eigene Pläne zu entwickeln, und sie wissen, dass sie nur Betrüger sind, die gar nicht auf den Chefsessel gehören.
Szelenski ist aber gerade klug genug, um zu verstehen, dass nach Beendigung des Krieges den Leuten sehr schnell einfallen wird, dass jemand Rechenschaft ablegen muss für die über eine Million Toten.
Sie werden sich auch daran erinnern, wie man ihre Söhne wie Hunde auf der Straße eingefangen hat, um sie an die Front zum Sterben zu schicken.
Dann werden sie einen Verantwortlichen benennen.
Also tut Selenzki alles, damit der Krieg weiterläuft, obwohl er ihn schon fünfmal hätte beenden können. Dafür verheizt er eine ganze Generation.
Denn wenn der Krieg endet, endet vermutlich auch seine Geschichte.
St. John O’Callaghan retweeted
My prediction on AB separating - overwhelming majority vote no, giving Carney another 'mandate' to do what he wishes in the name of national interest.
'one strong Canadian economy out of thirteen'
Because losing co-sovereignty comes before losing national.
#BabySteps for the boiling frogs.
liberal.ca/cstrong/unite/#on…
St. John O’Callaghan retweeted
Coreweave CEO Michael Intrator says the market is acting irrationally by selling his stock.
A run through SEC filings reveals Michael Intrator has been “acting irrationally” as well, selling $907 million worth of $CRWV shares this year alone.
His cofounders Brian Venturo and Brannin Mcbee have also been acting irrationally. The trio has sold a combined $3.3 billion of stock since the IPO. Venturo is the second biggest insider seller of any American company this year.
Their benefactors at Magnetar Capital have also been acting irrationally. They have sold more than $5.5 Billion of Coreweave stock since the IPO.
A lot of people seem to be acting very irrationally.
The #EU is the big loser to China trade.
"The Fed raised rates in September, and a report like this makes another hike before year end very likely."
🦔Wholesale prices jumped 1.3% in September, more than double what economists expected, and are up 6.3% from a year ago. At the producer level, diesel rose 21% in a single month and grains rose 17%. Retail sales grew 0.8%, but nearly all of that came from people paying more for gas.
My Take
I’d treat this report as a preview of the grocery bill, unfortunately. Diesel moves almost every truckload of food in the country, and grain feeds the cattle and chickens, so I expect food prices in the consumer numbers to keep climbing through the holidays. Retailers and wholesalers also widened their margins 1.4% last month, so some of this is businesses charging more than their own costs went up.
Strip out gas and retail sales rose just 0.2% while consumer prices rose 0.6%, so people are buying less and paying more for it. The Fed raised rates in September, and a report like this makes another hike before year end very likely. That keeps mortgage and credit card rates high for families who are already pulling back.
Hedgie🤗
St. John O’Callaghan retweeted
🦔The IMF just named an AI stock and debt correction as one of the three biggest threats to financial markets. It reviewed 14 deals since 2023 where big tech put about $300 billion of equity and $650 billion of debt into weaker AI firms, and got back $1.4 trillion in promises to buy their chips and cloud services.
My Take
I’ve called this circular financing for months, and the IMF’s name for it is wrong way risk. If one of those weaker firms stumbles, the investor loses on the stock, the loan, and the revenue promise all at once. Hyperscalers went from issuing under 1% of the world’s investment grade bonds in 2024 to 10% now, because AI spending ate their free cash flow.
The IMF expects advanced Asian markets to take the worst hit, and Korea’s market already dropped as much as 6% overnight on chip worries. Single stock bets now make up 28% of leveraged ETFs, up from 16%, so plenty of regular people are borrowing to ride this too. My guess is the crack shows up when a weaker borrower can’t refinance, and then everybody finds out how tangled these deals are.
Hedgie🤗
St. John O’Callaghan retweeted
Zelensky's latest comments that he would attack Russian tankers carrying oil we purchased to the US is basically a threat of war against the United States of America. Who the hell does he think he is trying to dictate terms to the President of the United States? He is nothing but a tin-pot dictator of a failed state.
President Trump should immediately cut off all US aid to Ukraine and Starlink access and demand his immediate resignation or removal from power and replacement by a Ukrainian leader who is willing to sign the peace framework the US negotiated with Russia a year ago.
At the pump, European consumers pay approximately 47% more for diesel and 70% more for gasoline.
zerohedge.com/political/euro…
St. John O’Callaghan retweeted
الألمان لا يحتفلون بالهولوكوست.
اليابانيون لا ينزلون إلى الشوارع للاحتفال بهجوم بيرل هاربر.
الأمريكيون لا يحتفلون بذكرى قنبله هيروشيما وناجازاكي.
لكن الفلسطينيين ومؤيديهم ينزلون إلى الشوارع للاحتفال بيوم ٧ أكتوبر، اليوم الذي اغتصبوا فيه اليهوديات وقتلوا المدنيين وأحرقوهم أحياء...
St. John O’Callaghan retweeted
It's just... So hot out here.
I need to marry a 12 year old to cool off.
Another part of the #Obama legacy. Greatest president ever, right. Clean and articulate Biden said...
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How much convincing to you need in order to at least have a small short bet on Ai. Pick your poison but the Ai support pure plays like $CEWV $CEDO and $ALAB are priced for near perfection. Hard to say what the first to fall will be. I don't think that it will be the likes of $NVDA or $MU
🦔Only 36% of retailers plan to spend money on self-checkout this year, down 7 points from 2025, according to a survey of 340 retail operators. It ranked as the least popular store technology in the survey and the only one where interest fell.
My Take
Self-checkout was the original pitch to replace workers with machines, and it never delivered what it promised. Customers scan slower than trained cashiers, the machines throw errors, and more merchandise walks out the door, so stores kept employees at the kiosks anyway. Dollar General pulled self-checkout from 300 of its highest-theft stores in 2024 and capped the rest at five items. Amazon dropped its no-checkout tech from its grocery stores that same year, after reports that workers in India reviewed many of the purchases. Amazon disputed that.
To me, AI follows the same path, just faster. Companies announce layoffs and credit AI, but the press release never counts the cost of the mistakes or the people hired back to check the machine's work. Klarna already went back to hiring humans for customer service after leaning hard on AI. Self-checkout took decades to show its full cost. AI won't get that long because the bills run so much bigger, and I expect plenty of AI efficiency layoffs to turn into quiet rehiring within two years.
Hedgie🤗
Exposure to wildfire liability is killing $PCG. Remeber the 2019 bankruptcy? California utilities have a rough life.
$META own internal documents, reported by Reuters last year, projected that about 10% of its 2024 revenue, roughly $16 billion, would come from ads for scams and banned products.
Yeah, watch out for the Morgan Freeman and Neal K Shah adds for memory aids. Seems suspect to me anyway, best that I can remember...
🦔Mark Cuban says Facebook keeps running AI fakes of his face and voice that sell diabetes cures that don't exist, and older people message him every week thinking they bought something he endorsed. Meta's own internal documents, reported by Reuters last year, projected that about 10% of its 2024 revenue, roughly $16 billion, would come from ads for scams and banned products.
My Take
Meta only bans an advertiser when its system is at least 95% sure the advertiser is a scammer. Below that line, it charges the suspected scammer a higher price and keeps the ad running. So a likely fraudster can end up paying Meta more than an honest small business for the same spot. Meta says the 10% figure was rough and swept in some legitimate ads, and it says it removed 159 million scam ads last year. But its own documents put expected fines at up to $1 billion, against $3.5 billion every six months from the riskiest scam-type ads. That's a business decision.
For scale, the FBI says Americans reported losing about $16 billion to all internet crime in 2024. Bigger fines won't change much when Meta already budgets for them. I'd rather see platforms pay victims back when an ad they got paid to run steals someone's money, the way the UK now makes banks reimburse most fraud victims. Until then, treat any celebrity in an ad promising a cure or easy money as fake, and tell your parents the same.
Hedgie🤗
reuters.com/investigations/m…
