@johnserwach @rubecube12 @ForeignSubstance

He hates Boeing on a pathological level - everyday in discord he's demeaning US companies in favor of Chinese.
BABA booye

@johnserwach @rubecube12 @ForeignSubstance

Snowden Texeira and then Rubin?

LiveSquawk

US Paychecks Are Outpacing Inflation, Giving Fed Fodder For Hike - BBG https://www.bloomberg.com/news/articles/2023-04-18/us-paychecks-are-outpacing-inflation-giving-fed-fodder-for-hike?sref=dJOSAJZH

@rubecube12 @johnserwach @plutus Fox: "No admission. Small contusion."
Japan Travel & Life Guide 🇯🇵 on Instagram: "🤯 What a huge difference! 🤔 JR Group will revise the content and price of the Japan Rail Pass around October. The Japan Rail Pass will be available on routes that were previously inaccessible, and the price will be substantially increased by up to 77%. 🙄 The revised service is for the “Nozomi” bullet train on the Tokaido and Sanyo Shinkansen lines and the “Mizuho” bullet train on the Sanyo and Kyushu Shinkansen lines, which are currently not available with the Japan Rail Pass. 🤭 After the revision, passengers will be able to board only the “Nozomi” and “Mizuho” bullet trains by purchasing a special ticket prior to boarding, in addition to the Japan Rail Pass. Prices and other details will be announced at a later date. 🥺 The price of the 7-day pass for standard cars used to be 29,650 yen at JR-appointed sales outlets and 33,610 yen at the dedicated website, but after the revision, the price will be unified to 50,000 yen, a maximum increase of approximately 69%. The price of the 7-day Green Pass was 39,600 yen and 44,810 yen, respectively, but the price will be unified to 70,000 yen, a maximum increase of 77%. 😶 More Details coming, stay tuned! #jrpass #jrpasstrip #jrpassjapan #japan #japantravel #japantrip #japannews #japanculutre #japanlife #japanesestyle #japanlover #japanawaits #japangram #japanlife #visitjapan #visitjapanjp"

4,066 likes, 322 comments - Japan Travel & Life Guide 🇯🇵 (@flipjapanguide) on Instagram: "🤯 What a huge difference! 🤔 JR Group will revise the content and price of the Japan Rail P..."

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@rubecube12 @plutus @johnserwach "Soak the foreigners".

@ForeignSubstance @rubecube12 @johnserwach

Why are those like you Daniel so disillusioned while many of your forefathers who had much much much less, never were? Yet these same ppl, especially the young, are totally incapable of self-reflection - what mistakes have they made (regardless of this supposed agenda society has against them)?

https://youtu.be/rGTS9vZFV2o

The Coddling of the American Mind moderated by Malcolm Gladwell

YouTube

@ForeignSubstance @rubecube12 @johnserwach

I assure you there are ppl in your life, friends or acquaintances who've had it 100x worse than you growing up or at some stage, yet don't constantly bitch and moan about it.

@ForeignSubstance @johnserwach @plutus

Yeah. I agree I see people who have been abused and had their lives ruined because boomer indulgence

All in the Family - Archie's first dinner with the Meathead

YouTube

@rubecube12 @ForeignSubstance @plutus

When I was a kid we had to walk to school into the wind in winter. and we got real@snow back then.

@plutus @ForeignSubstance @johnserwach

I agree. And we didn't bailout the silent generation

Financial Times on Twitter

“Warsaw ghetto commemoration seeks to overcome post-Holocaust politics https://t.co/CUxNNKg7ht”

Twitter
@rubecube12 @plutus @ForeignSubstance MAGA closing the labor gap!
@johnserwach @rubecube12 @plutus "And God forbid a (likely Christian) immigrant looking for rule of law and/or economic opportunity should get that job ahead of my 14-year-old."

@ForeignSubstance @johnserwach @rubecube12

Need youth and charisma - this ain't the CCP politburo where 80 is middle age. Democracy at stake, ppl don't vote on nostalgia.

https://twitter.com/thehill/status/1648758638238920705?s=20

The Hill on Twitter

“Biden approval rating nears lowest level of presidency: poll https://t.co/j5FA9TbfgX”

Twitter
Ivan the K™ on Twitter

“I infer from this that Dominion was giving Fox the Heisman every step of the way, and that Fox kept calling their bluff—until Murdoch gave in to the panicked cries from within the company.”

Twitter

@ForeignSubstance @johnserwach @rubecube12

You don’t want some crank like Bobby debating Biden - allow some real prospects to come through please. https://twitter.com/krassenstein/status/1648745205414125575?s=46&t=myUg8E_NfUxKRXrtk0UUnw

Brian Krassenstein on Twitter

“BREAKING: As Robert F. Kennedy Jr. Officially announces he will run against Biden for the Democratic nomination, I think it's important to point out that he has propagated way too many conspiracy theories. RFK Jr. has claimed the following outlandish things: - Covid and…”

Twitter
@rubecube12 @plutus @ForeignSubstance Puh-lease!! Bobby is bat shit K-Ray-z !

@johnserwach @rubecube12 @ForeignSubstance

That's the point - crack-pots don't care about respect or precedence and have no qualms getting in and revealing Joe's obvious weaknesses. Bobby is just the start, there will be other eminently more qualified.
Hang up the boots now Joe.

@ForeignSubstance @plutus @rubecube12

Bobby ain’t gonna get any play on tv etc. ain’t heard boo from him yet and the crazy anti maskers are all in for trump- so where’s his base ?

@rubecube12 @ForeignSubstance @plutus

Who in their right mind with a d next to there name is going to challenge the Messiah - Joe Biden ?

@johnserwach @rubecube12 @ForeignSubstance

If I didn't think the rank and file were not so deferential to the office of the presidency - I would not be hitting on this point so much.
It is the very idea that there is no competition to Joe unless he/dem leadership allows it - I find troubling.

@plutus @rubecube12 @ForeignSubstance

There could be competition- there certainly was in 2020 - and he destroyed them all! No one wants to put their privates in a meat grinder - what would they argue ? Unemployment is too high? He’s too old (that will play well) ? I clarion is too high? Stagflation? Hostages in Iran ? Ukraine ? What? The cupboard is bare.

The country wants a workhorse not a show horse.

@johnserwach @rubecube12 @ForeignSubstance

Sorry, but The country ain’t practical - models > moms

@johnserwach @ForeignSubstance @plutus

Raising taxes is the only way to bring inflation down. Monetary policy is ineffective https://www.instagram.com/reel/Cqoo_fHrAl6/?igshid=YmMyMTA2M2Y=

The Australia Institute on Instagram: ""69% of that inflation is caused by excess profits from large corporations gouging higher prices." It's always great to see our research out in the world! Cheers to Alan Gray from Bush Money Mob for mentioning our research into the profit-price spiral on The Drum!"

13K likes, 575 comments - The Australia Institute (@theausinstitute) on Instagram: ""69% of that inflation is caused by excess profits from large corporations gouging higher prices...."

Instagram
Caleb Simpson on Instagram: "@antonwormann Location: Tokyo This is the last EP in the Tokyo Series! Such a highlight to end on. Thanks so much for letting me stay the evening was a beautiful place to stay for the evening. Very peaceful 🫶 I’ll be back soon Japan 🇯🇵"

417K likes, 1,423 comments - Caleb Simpson (@calebwsimpson) on Instagram: "@antonwormann Location: Tokyo This is the last EP in the Tokyo Series! Such a highlight to en..."

Instagram
The Problem with "The College Experience" | Real Time with Bill Maher (HBO)

YouTube

@rubecube12 @johnserwach @ForeignSubstance

What magas/Danny’s don’t get is that Macron needs the Chinese wealthy to buy French luxury-goods as that’s a mainstay of his economy. To deduce macron is pivoting is beyond insanity. https://twitter.com/ianbremmer/status/1649155305400352772?s=46&t=myUg8E_NfUxKRXrtk0UUnw

ian bremmer on Twitter

“how the french are coping with macron:”

Twitter

@ForeignSubstance @johnserwach @plutus

France needs china to manufacture its goods for cheep

@ForeignSubstance @johnserwach @plutus

China pivoting from US manufacturing to European manufacturing

@rubecube12 @ForeignSubstance @johnserwach

You can't be that... and still call yourself a dem (that's just a play on the margins).

@plutus @ForeignSubstance @johnserwach

I'm just describing what's happening. France and Germany are getting flows from china reducing their borrowing cost and are increasing their outsourcing to china

@rubecube12 @ForeignSubstance @johnserwach

2 years of lockdowns + 1 billion ppl - they have to eat at some point

* Yes, the country isn't blowing up tomorrow or next 5 years
* They have insurmountable demographics issues
* They have no fookin dollars to buy anything that's why every single billionaire has majority of assets outside the country

- not everything is binary

@rubecube12 @ForeignSubstance @johnserwach

Texture nuance/push pull
China may do better next year than now.
The dye is cast in terms of longer-term travails as Xi has been the dumbest chair in 50 years.

@ForeignSubstance @johnserwach @plutus

That's pretty priced. Even Song said Mao 2.0. Everyone agrees

@rubecube12 @ForeignSubstance @johnserwach

Geezus H - Japan in 30 years of retrenchment - but everyone knew... doesn't mean it doesn't follow thru

China will suffer a much worse fate for its citizenry

@ForeignSubstance @johnserwach @plutus

Mao 2.0 wont live more than 8 years. He's morbidly obease and chinese medicine is way behind. He's already 70

@rubecube12 @ForeignSubstance @johnserwach

The goal of every Matthew Pines Will DeCotiis is to (use clickbait type tweets) to build a following to start their own Youtube Biz

@plutus @johnserwach @ForeignSubstance

I don't even know what they are thinking. Who cares

@rubecube12 @johnserwach @ForeignSubstance

Do you understand the mindset of the CCP cult is 100 times more entrenched and insidious versus say the Russian leadership or any other authoritarian state.
There has been a caste system installed since Deng - where sons/daughters of the revolutionaries are provided the only pathway to any type of serious leadership position.
Everyone is defined by their specific background and everyone know where everyone else stands.

@rubecube12 @johnserwach @ForeignSubstance

This is shit is even more refined than the state model described in 1984 - you have no idea.
The point being, the structure is maintained regardless if Xi is at the head of it.
It's very much like North Korea.

Eastern European or Middle Eastern autocracies have nothing like this.

@rubecube12 @johnserwach @ForeignSubstance

Song albeit having spent all of his formative years in China and having relatives high up in the govt structure - is not a student of history nor is he a deep thinker.

@rubecube12 @johnserwach @ForeignSubstance

Everything that's transpired under Xi - I foretold 5 years ago to him and he was poopooing it up until now - when his family is affected. That's how ppl behave.

@plutus @johnserwach @ForeignSubstance

The Us economy will stagnate in the long run because we have no competition and rent seeking monopolies. We need to break them up if we want to be successful in the AI age

@rubecube12 @plutus @johnserwach So agree. A system that rewards competition is smothered when that system also allows size to buy up the possibility of it.

Capitalism is designed for the small- and medium-sized. If you let them get too big, they mug capitalism in dark alleys.

@rubecube12 @johnserwach @ForeignSubstance

It's the very reason that dude Jah (alsynergy2020) can see very clearly what's happening in China but be completely blinded to Modi's deceit. Ppl are petty and tribal.

@plutus @johnserwach @ForeignSubstance

Except north korea isnt a market economy which actually prioritizes competition. Its actually quite the opposite. The thing that let the US win the cold war is that we broke up the monopolies and allowed the market to work. We didnt have the trebant we had 30 different companies. Peter Thiel wants to make us the USSR. The only way we win is if we break up thes behemoths https://www.wsj.com/articles/peter-thiel-competition-is-for-losers-1410535536

Peter Thiel: Competition Is for Losers

If you want to create and capture lasting value, look to build a monopoly, writes Peter Thiel

WSJ

@rubecube12 @johnserwach @ForeignSubstance

Market economy - I can't...

@rubecube12 @johnserwach @ForeignSubstance

Do not confuse Zero rule of law with economic liberalism

@rubecube12 @johnserwach @ForeignSubstance

markets are dictate by their set of standards/regulations as much as they are about easy of transacting

@ForeignSubstance @johnserwach @plutus

We're going to he stuck with a trebant because we have no innovation. The iphone hasnt changed in 5 years https://youtu.be/fh-cWijQYCU

The Trabant Story

YouTube
@rubecube12 @ForeignSubstance @plutus it’s a phone not a Swiss Army knife !

@ForeignSubstance @plutus @johnserwach

Good. If we are saying we don't need any more inovation of iphones than the government can produce it

@plutus @rubecube12 @ForeignSubstance the. It would be innovative - besides the apps are where the innovation is’

@ForeignSubstance @johnserwach @plutus

And the rent seeking behavior apple exibhits stifles that innovation

@plutus @ForeignSubstance @johnserwach

99% of cases here are decided administratively too. We don't have rule of law either. When was the last time a monopoly admitted guilt or fault in a settlement with government

@rubecube12 @ForeignSubstance @johnserwach

Stop with this trite...

Democracies are by their very nature corrupt (to an extent) - it;s a system of checks and balances - and those with more resources can tip the scale.
There isn't a state directed imbalance.

@plutus @johnserwach @ForeignSubstance

Not one bank admitted guilt. WFC didn't admit guilt. Boeing didnt admit guilt. No one mega company has been restricted by any law.

@rubecube12 @ForeignSubstance @johnserwach

Humans are flawed, you me - that leads to corruption 24/7 - our system has a mechanism for self-cleansing - it's never perfect or even close but there's a system

@ForeignSubstance @johnserwach @plutus

We just need a president who actually enforces the laws and takes these bastards to court. Maybe breaks some monopolies up. Would that be so bad? We used to have leaders who had balls

@rubecube12 @ForeignSubstance @johnserwach

Secondarily, there are ppl who are more equipped to be rocket scientists, to be leaders or to be basketball players. Until, democrats can come to terms with this instead of woke ideology then we fall pray to teh same culture war trap that magas...

@ForeignSubstance @johnserwach @plutus

Buttguige would roll over the corporations. At least Biden has some balls. Maybe in the second term he'll actually break up apple and amazon

Biden administration looks to rein in Google, Apple's app store dominance

The Biden administration accused Apple and Google's app stores of using their dominance over the market to hurt potential competitors.

WBMA
Future Happy Humans. Live to Consume | Pixar Wall-E People Scenes

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TYT Reacts To Biden 2024 Announcement

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@plutus @rubecube12 @johnserwach Cenk is slimy, but is he really correct? This doesn't "leave a lane for progressives" to do anything but throw the election to the Right, IMHO.

@ForeignSubstance @rubecube12 @johnserwach

Yeah, I see the dilemma. I am hoping moderates come to their senses and bring forward a PeteB/Gavin Newsom.

TBTF, it's all about appeasing the black caucus and getting Clyburn's buy-in, which will be exceedingly hard.

@ForeignSubstance @rubecube12 @johnserwach

Just between friends, Clyburn is what you'd call an old school democratic machine created politician - think Tip O'Neil; think how do we wield power even if it's at the expense of broader Democratic interests.

Special Situations 🌐 Research Newsletter (Jay) on Twitter

“NYT: Biden Opens a New Back Door on Immigration As of mid-April, some 300,000 Ukrainians had arrived in the United States under various programs — a number greater than all the people from around the world admitted through the official U.S. refugee program in the last five…”

Twitter

@ForeignSubstance @rubecube12 @johnserwach

It’s just a racist plot to stymie China’s growth and Xi’s brilliance Danny - keep believing that. https://twitter.com/specialsitsnews/status/1650507654215741446?s=46&t=myUg8E_NfUxKRXrtk0UUnw

Special Situations 🌐 Research Newsletter (Jay) on Twitter

“China provincial debt at 126% of GDP...one province close to default, which it is trying to avoid https://t.co/bHtT2OZ1Lg”

Twitter
January 6 protester Ray Epps says he relives Capitol riot every day | 60 Minutes

A former Trump supporter who participated in the Jan. 6 protest is now the target of a far-right conspiracy theory. He says he's living in hiding after receiving death threats. Bill Whitaker reports.

CBS News
David Frum on The Phoniness of Tucker Carlson

YouTube
Join the Odd Lots Discord Server!

Join Tracy Alloway, Joe Weisenthal, and the Odd Lots community as we analyze market crazes and important economic trends | 6733 members

Discord
Theo on Twitter

“The artificial intelligence backlash, every rebellion begins with one person who's had enough. This Chinese woman is smashing up a robot because in China's hospitals all medical examination appointments are mostly done via the robots, there are very few nurses left to help the…”

Twitter

@plutus @ForeignSubstance @johnserwach

If fetterman can win post stroke comatose biden can win with Alzheimers

@rubecube12 @plutus @ForeignSubstance

Biden created AI ffs, Alzheimer’s pfffft. Guys a genius, just has a stutter.

@rubecube12 @plutus @ForeignSubstance

Clyburn and Biden represent the “realist” wing of the Democratic Party that Plut espouses too & yet he wants another candidate🤦🏻‍♂️

@plutus @rubecube12 @johnserwach Blacks are centrists, however. You could do much worse than appease them.
Mike Zaccardi, CFA, CMT 🍖 on Twitter

“Goldman $AAPL F2Q23 preview: Expecting solid iPhone demand to offset Mac weakness”

Twitter

@plutus @rubecube12 @johnserwach Side note: I had some hopes for Katie Porter on the national stage, eventually.

But OMG, she came off really bad on the Al Franken pod this weekend.

Her audio was SO bad that one could be forgiven for thinking it was a setup. But she lacked gravitas, too.

Elon Musk Gets Exposed After Twitter Verification Dumpster Fire

YouTube

@ForeignSubstance @johnserwach @plutus

@johnserwach you gonna pay 3.50 a month for the Ukrainian flag emoji?

Undisclosed ₿ ⚡💜 on Twitter

“@IAmRyanWells He's guilty of being a piece of shit. Mario Nawfal on Twitter: "Sorry, but isn't this fraud? Genuinely asking... Am I missing something?"”

Twitter

@rubecube12 @ForeignSubstance @johnserwach

Russians, Hungarians, Saudis are no less amoral/immoral than we are or the Scandinavians.
If the system that matters.

@rubecube12 @ForeignSubstance @johnserwach

Stop thinking in terms of perfection or "just as bad" - that is the device of magaturds as well as Xi/Putin to make people disillusioned.
When you have young people thinking the US is just as bad and not have nuance in their thinking or understand that democracies are messy by design - that's where we run in to problems.

@rubecube12 @ForeignSubstance @johnserwach

That's why it's vitally important to bring back civics into the classrooms.

@plutus @ForeignSubstance @johnserwach

Its the behavior that matters. We should break up monopolies

@johnserwach @plutus @ForeignSubstance

Breaking up monopolies is good. There are no causes. No reasons. Anything causes anything. Only behavior. Stories about the behavior come after the behavior.