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.

@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

@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.

@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...

TYT Reacts To Biden 2024 Announcement

YouTube
@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
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

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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🤦🏻‍♂️

@rubecube12 @plutus @ForeignSubstance

Meanwhile, notorious POS Elon musk is using Twitter to groom 13 year old boys—-

https://www.nbcnews.com/news/amp/rcna77985

Boy groomed on Twitter and abducted after Musk takeover

A 13-year-old boy was sexually groomed on Twitter after Elon Musk pledged to address child exploitation on the platform. Then he was abducted.

NBC News

@plutus @johnserwach @ForeignSubstance

Plut just wants his stocks to go up. He doesn't care who is in office

@rubecube12 @plutus @ForeignSubstance

I just wish he would take more of a hard line against China🤷🏻‍♂️

@johnserwach @ForeignSubstance @plutus

I wish he would open up and let the supply side go to the moon

@ForeignSubstance @rubecube12 @plutus I don’t think Plut has that power!

@johnserwach @ForeignSubstance @plutus

Oh i thought you were talking about sleepy joe

@plutus @ForeignSubstance @rubecube12

Manchin ? Or do you mean Smoking Joe Biden? No, he’s good! I’m more concerned about Plut these days.

SehrLangsam on Twitter

“@Ibelievethefed @Nostre_damus @RadicalAdem @SpecialSitsNews @stocktalkweekly New works dedicated to spreading Xi's ideology is next level vs Mao's little red book @traderttt9 @JaguarAnalytics @matthew_pines”

Twitter

@plutus @ForeignSubstance @johnserwach

The company's core loss came in at $1.27 a share for the March quarter, an improvement from the $2.75 loss a year earlier, but worse than the Capital IQ-polled consensus of $1.05. Revenue climbed to $17.92 billion from $13.99 billion, just ahead of the Street's view for $17.56 billion. The stock rose 3.1% in early trading.

If BA cant make money when economy growing 10% nominally. When is it gonna make money

When told of Kishida attack, safety chief kept eating eel

TOKYO (AP) — Japan's public safety chief has come under fire for his remark that he enjoyed eel rice so much that he kept eating after his agency informed him of Prime Minister Fumio Kishida's narrow escape from a pipe bomb attack two weeks ago.

Associated Press

@johnserwach @rubecube12 @ForeignSubstance

I spelled it out on Twats - I guess some wokers can't see that

@ForeignSubstance @plutus @rubecube12 nas is not up 10% today!!! Some kind of glitch it’s up 1.27%

@johnserwach @ForeignSubstance @rubecube12

Strong FANG (silos strong across board) - rotation heavy out of cyclicals

No one buying anything levered to economy

@johnserwach @ForeignSubstance @rubecube12

You just woke up - no pun intended?

@plutus @ForeignSubstance @rubecube12 ????????????? Nasdaq was not up 10% today at any time lol😂
Yahooist Teil der Yahoo Markenfamilie

Alf on Twitter

“So there is this place in Napoli called Antica Pizzeria da Michele. Totally unassuming place where they basically won't let you eat anything else than Margherita. Pizza is a traditionally humble dish: water, flour, salt, tomato, mozzarella. And it's the best in the world!”

Twitter
@plutus @ForeignSubstance @rubecube12 trying to decide if I should get some eel😂

@johnserwach @plutus @rubecube12 I thought it was interesting that they translated it as eel-rice-bowl.

It *can* come in a bowl, but usually it comes in a square one. More like a box.

@johnserwach @plutus @rubecube12 That kind of thing, yes.

@ForeignSubstance @plutus @rubecube12

I’m trying to picture an assassination attempt on Biden and Kamala says “yeah I was concerned but I couldn’t stop eating these ribs and greens…”😂

@rubecube12 @johnserwach @ForeignSubstance

I will let that slide because I find you mildly amusing Danny