Systems analyst tracking the structural decay of sovereignty. From the 1971 monetary pivot, America traded real productive capacity for financial abstraction a
Arizona, US
Joined October 2015
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- Toys R Us
- Mervyn's
- Sears
- Sports Authority
- Circuit City
- Bed Bath & Beyond
- Sam Goody
- KB Toys
These are just some of the hundreds of retail companies who were targeted, cellar-boxed, and bankrupted over the last 20 years. Not all of the stories are the same, but they were all targeted to make way for Amazon, Walmart, Target, and in general, eCommerce.
Remember the early days of eCommerce? People didn't want to buy books online, and were even less interested in online clothing purchases. What if it was the wrong size? What if it didn't arrive in time? How do I know it's a real company?
Why would anyone order (3) pairs of shoes online, if you can drive down the street and buy (1) pair in the right size? Just makes sense.
These are just some of the conversations you might remember, and largely the reason why retailers were targeted. Humans like routines and dislike change, so if eCommerce would ever be adopted en masse, it would need some help. Existing retailers would need to be consolidated or destroyed, eliminiating options until only a few remained.
That is essentially where we are today.
This is what my pinnned supply chain data proved, and what GameStop has put an end to.
We were told that the pandemic is the reason for lingering inflation, but in reality, it's because we lost control of our ports and cannot control the goods flowing into our country.
If the pandemic weren't planned, how were so many countries ready-to-go with newly established manufacturing hubs and distribution centers? These were in place prior to 2020, just look at the data.
Amazon was weaponized against consumers, too. By changing their import method and establishing a "private network", they were able to accelerate the bankrupting of the US, by avoiding import duties/taxes. Each time you order from there, you help this happen.
There's a lot more to share, but I'm trying to keep this simple and short. Attached are three images:
- Initial analysis of parcel marketshare, showing Amazon established an effective monopoly in 2023
- Private messages confirming that Meta/FB & Amazon were launching secret "private delivery networks" in Q1 2023
- My first submisson to the Whistleblower line, on May 9th, 2024
Chris Cashin retweeted
But who should be responsible for paying the victims of the PSA cards that were stolen from the truck?
@FedEx or @PSAcard ?
IMO, it's FedEx. PSA is going above and beyond to make sure their customers/victims are taken care of
"We will compensate you for the items from your order that were involved, which is based on fair market value up to the Maximum Insured Value ("MIV") you selected for each item."
@natsturner, I pray you handle this and take care of everyone affected in the most professional manner possible. I have an awful feeling PSA is going to be extremely unfair on what the values of these cards are.
Chris Cashin retweeted
American-made products are not impossible. Stories about iPhones costing $37,000 or laptops costing $100,000 are psy-ops, sometimes pushed by foreign adversaries but more commonly by American corporations that want anything but an upset to the status quo.
Palmer Luckey says companies are exaggerating the cost of American manufacturing to justify staying in China: “They don’t want to admit that it is a choice.” 🇺🇸🇨🇳
“I don’t have a lot of sympathy for people who pretend that manufacturing in the U.S. is this impossible, order-of-magnitude problem. A lot of it is very self-serving.
They want to justify why they’re in China. They want to justify why it’s OK for them to stay in China. They know that when sanctions hit as a result of a potential Taiwan conflict, they want to say, ‘Nobody could’ve predicted this, and I had no choice anyway.’
They don’t want to admit that it is a choice.
If Chinese subsidized steel is a third of the price of American unsubsidized steel, a tariff isn’t going to work. But if the price difference really is 30%, then a tariff could bring the American steel industry back.
It’s critically important to get this question right, and there aren’t enough people talking about it.”
Chris Cashin retweeted
Dan Ives reiterated an Outperform rating and $32.00 price target on GameStop Corp. $GME
He elaborates: "GameStop continues its shift from legacy video-game retail into a leaner, profitable collectibles platform, with collectibles now approaching half of the sales mix. GameStop’s edge in trading cards is infrastructure rather than merchandising: a national store network, a decades-old trade-in culture, and an enthusiast base that already treats the store as a place to buy, sell, and swap."
Chris Cashin retweeted
GameStop CEO @ryancohen wants to win.
I sat down with him and he explained how AI is changing work and hiring, his concerns about where humans fit in an automated future, and the rise of the retail investor.
We also discuss Neuralink, how he talks to shareholders, his biggest failure, and the legacy he wants to leave. $GME
YouTube: youtube.com/watch?v=dDTSElQ0…
Spotify: open.spotify.com/episode/74i…
Apple: podcasts.apple.com/us/podcas…
TIMESTAMPS:
0:00 - Intro
0:30 - AI risks & how GameStop uses AI
3:04 - How Ryan spends his time
6:05 - Hiring in the age of AI
7:45 - Why Ryan wants to learn Chinese
8:55 - Robots, UBI & human utility
13:53 - Neuralink & brain-computer interfaces
17:50 - Retail investors vs Wall Street
21:10 - Greatest strengths & weaknesses
23:05 - Shareholder communication & ignoring the noise
28:04 - Biggest failure
29:45 - Legacy & final thoughts
Not a record, but close.
🚨 GME WARRANTS COST TO BORROW EXPLODES TO 797%
🔥 Ryan Cohen is adding aggressively while the cost to short GME warrants is becoming absolutely brutal. The pressure is building.
An extension of GME warrants could be a catastrophe for Gamestop short-sellers
-@BossBlunts1
Great suggestion from @BigK_3D, and Nat delivered.
Peer-to-peer transfers are live
Chris Cashin retweeted
So often, risk and opportunity are two sides of the same coin. Conservative minds over-index on the risk side. Optimists over-index on the opportunity side. Layer in some group think depending on organizational culture, and that's why investing is a repeated Rorschach test.
