"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.
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.
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.
St. John O’Callaghan retweeted
It’s always crazy to me how a .45 cent per gallon gas increase can cost a political party control of Congress, but an additional $1500 dollars in public school property taxes isn’t enough to get people to question their school boards.
St. John O’Callaghan retweeted
“From the river to the sea” isn’t so fun when it’s the Seine to the Mediterranean, huh?
St. John O’Callaghan retweeted
Japan is trapped and every exit blows something up.
Option 1. Raise rates.
Destroys the yen carry trade. Wipes out pension funds. Triggers forced unwinds across global markets.
Option 2. Sell US Treasuries to buy yen.
Floods the bond market with supply. Pushes US yields higher. Breaks the most indebted economy in history.
Option 3. Use the US money printer to defend the yen.
Exports inflation directly into the American economy. Accelerates the dollar's debasement.
There is no good option.
Every path Japan takes breaks something the global financial system depends on.
This is not a Japan problem.
This is an everyone problem.
You need to be accumulating hard assets to be prepared for what’s coming…
St. John O’Callaghan retweeted
“If you think tough men are dangerous, wait until you see what weak men are capable of.”
—Jordan Peterson
St. John O’Callaghan retweeted
Honestly, I had no idea how much refined diesel the Middle East and Russia sold on global markets. I knew Russia accounted for 13% of exportable oil, but I didn't realize it was exporting 1M+ barrels of diesel a day.
The global diesel market is being pinched on two fronts:
1) Iran is attacking the oil refineries in the UAE, Qatar, and Saudi Arabia. They were exporting 1.2M barrels of diesel a day. That has been reduced to 200K barrels a day because of Iranian attacks.
2) Russia exports 1M barrels of diesel a day. Since the US began providing Ukraine with real-time targeting data to go after Russia's refineries. Russia's diesel exports have dropped to 140,000 barrels of diesel a day. In response to continued attacks on their refineries, the Russians have responded by restricting exports, thereby removing them from the market entirely.
Taken together, this means 2M barrels of diesel per day have been removed from the global export market since June. No amount of oil flowing through the Straits or anywhere else will reduce diesel prices until diesel supply returns to pre-February levels.
Notably, pre-war oil flows through the Strait have fully returned. THAT is no longer the problem or the cause of the price increases. It's purely a refinery issue. If we want to lower prices, we have to increase supply. This means the US, Europe, and Asia need to build more refineries to increase supply. In the United States, the last refinery was built in 1978. I'm not sure about you, but I'm pretty sure the US and the globe have grown substantially over the past 48 years. So why hasn't our refinery capacity grown to match it?
This shouldn't be a partisan issue. Republicans AND Democrats should want America to have the refinery capacity it needs to keep prices low.
In fact, Republicans AND Democrats should want America to be the supplier of oil, natural gas, diesel, gasoline, aviation fuel, and rare earth minerals for the Democracies of the West. This isn't a strategic resource we should depend on adversarial nations to provide.
We have made a collective mistake over the past 25 years, surrendering this to Russia, China, and nations who do not share our values. It has enriched Russia while modernizing and growing the People's Republic of China's economy and military. This is a mistake we can correct, and one that should be apolitical. Reversing this trend will stabilize America, our allies, and enrich our nation instead of our adversaries. Nothing is wrong or immoral about that decision. It would be immoral to recognize the mistake and do nothing to correct it. We are better than that, and we should demand better from our leader.
