Pinned Tweet
It’s crazy that a pragmatic, tribal, machiavellian 4th branch of government basically presents to the world a purely ideological 2 party system on the face
And somehow most of the participants in that 2 party “game” or “theatre” are useful idiots in the eyes of the real ruling class
3
250
Stay strong @JensenHuang
This is war. strap in brother
Why are old stories that were not even covered up all that well become sudden international and geopolitical news?
The timing is suspicious, so worth asking: who benefits and why now?
If Jensen, the premier champion of open models, is taken out then anyone who wants AI closed, centralized, and controlled might benefit.
Why now? The midterms seem relevant. But also perhaps the upcoming IPOs.
1
107
1/ Where are we in the Fed liquidity cycle? Short version: paused, but likely close to restarting.
2/ Bill purchases (RMPs) started Dec ‘25 at $40B/mo, tapered to $10B, then went to $0 from mid-Aug. 3 straight months of no new reserves.
3/ The buffer is gone. Reverse repo usage is ~$0 and the TGA rose from $883B to ~$1T in two weeks. That drain hits bank reserves directly now.
4/ Goldman expects a restart at ~$10B/mo in Q4 ‘26, rising to ~$25B by Q2 ‘27. The twist: Waller is floating a 50bp hike at the same time. So a headfake, to get as much juice out of their inflation cutting work, while they secretly start juicing the liquidity again.
5/ The tell is the next NY Fed purchase schedule this week. After that, watch month-by-month repo usage growth.
1
94
Agree we’re at the time in the cycle where they secretly shift from hawkish & rate increases to dovish & liq growth.
Wall Street (Goldman Sachs) just sent a private memo to billionaires admitting the US banking system is running on fumes... while feeding you "rate hike" panic on television so you sell your assets cheap.
Yesterday, 10th Nov, Goldman Sachs officially warned institutional clients that the next major repo liquidity crisis is ALREADY on the 2027 calendar admitting bank liquidity is "just enough to make everything appear normal, but insufficient to withstand any unexpected shocks."
Sound familiar? It should.. because I have been warning you about this exact empty Reverse Repo trap for weeks while bond nerds in my replies laughed and called me dramatic.
Here is the dirty secret they don't put on financial news:
In the EXACT same month the Fed threatens rate hikes on TV, it is quietly restarting Treasury bill purchases in the background because the cash cushion is EMPTY (sitting at 0.15B yesterday on the Fed's own chart).
They scare retail with rate-hike headlines while secretly turning the liquidity tap back on for Wall Street.
Stop staring at red candles and watch the plumbing.. when the Fed has to inject money while pretending to tighten, the trap has already snapped shut.
Keep stacking scarce assets like Bitcoin before the 2027 floodgates blow wide open.
Trump gave me hope, but I realize now it was misplaced.
Our gaping debt is like the hole in the side of the titanic, it means the voyage for most passengers will end badly.
It’s time to strap in and prepare for the consequences.
When I walk thru Portland and Seattle, and see how fast it is deteriorating, it reminds me of Venuzuela or Eastern Europe a decade ago.
If people don’t have any money now, they have no idea what could be ahead.
I won’t be complaining anymore about any of it, it is what it is — it’s time to get ready and make best out of the circumstances, that’s all we can do.
Signing off for awhile. ✌️
9
271
Nah it looks like me like an opp to take control of the most valuable company on earth.
The Jensen Huang spying thing might not be about espionage at all.
If you rotate it a bit, you see the operation isn't what occurred before the allegations were exposed.
The op is now — after the allegations came out.
The US company most essential to growth, security, and tech has been destabilized.
Not espionage: information manipulation.
61
They are busy little bees 🐝
We have been unburdened about:
DEI
Pronouns
Woke agenda
Men in women’s sports
Open borders
Safe spaces
Trigger warnings
Queers for Palestine
Defunding the police
Dishonest MSM
Bloated bureaucracy
War on merit
Selective outrage
Climate hypocrisy
Big Tech censorship
Tesla hating
Debt forgiveness schemes
Victimhood culture
Manufactured crises
Big government overreach
Cancel culture mob
Education indoctrination
Performative activism
Assault on free speech
Surveillance state
Anti-family policies
Erosion of accountability
Undemocratic primary process
Opportunity economy
THANK YOU to everyone who has been fighting relentlessly to save free speech!
52
For those who don’t know the story of Nortel: it was raided by Chinese spies and Huawei’s core tech was Nortel IP in new wine skins.
The Canadians were so stupid to not even perceive what happened to them.
The work of 50,000+ hardcore Canadian electrical engineers raided, knocked off, and resold to the stolen customer lists.
Nortel basically collapsed with 24 months.
@JTLonsdale
.@JTLonsdale on Chinese spies and honeypots at Google in 2019:
“Everyone in the valley knows the Chinese government is very involved.”
“We’ve found, at all of our companies, Chinese spies. It’s something we don’t talk about a lot, but this is a regularly known thing in Silicon Valley.”
Via @CNBC
If it can be propped up with ponzi bucks, it isn’t broken.
Feels like we are very late in the cycle.
This level of extraction is a both a sign and a prophecy of what is to come.
🤷♂️👀
🚨🚨NETANYAHU'S POLICE INTERROGATION TAPES JUST LEAKED AND THEY REVEAL HE PERSONALLY FUNDED HAMAS. THIS CHANGES EVERYTHING.🚨🚨
1,000 hours of secret police interrogation footage of Benjamin Netanyahu.
Now public. Banned in Israel. Going viral globally.
Here's what's on those tapes:
💀 Netanyahu personally arranged for Hamas to receive $35,000,000 EVERY MONTH from Qatar
💀 This was done IN SUITCASES OF CASH — because even banks refused to cooperate
💀 He personally begged Qatar, a country with no ties to Israel, to give money to his "enemy"
💀 He was doing this while ACTIVELY under corruption investigation
💀 His own words: "under the request of Benjamin Netanyahu personally"
💀 Total transferred to Hamas with his blessing: OVER $1,000,000,000
Let that sink in.
The same man who stood up after October 7 and declared "Hamas is a monster, we will annihilate them" was the one keeping Hamas alive with suitcases of Qatari cash.
⚠️ His strategy, from his own transcript: keep Hamas in Gaza, keep Fatah in the West Bank, PREVENT them from uniting — so there would NEVER be a Palestinian state
⚠️ Without a Palestinian state, Netanyahu stays in power — no peace deal means endless war means he stays "Mr. Security"
⚠️ He needed Hamas to survive so he could keep winning elections by being the only man who could "handle" them
Now watch what this means:
→ Netanyahu funds Hamas for years → Hamas grows stronger → October 7 happens → Netanyahu declares war → 46,000+ Palestinians die → War delays his criminal trial → He seeks a pardon
→ The monster he fed attacked his own people
→ And he's using that attack to escape justice
The corruption trial? 3 charges. Bribery. Fraud. Breach of trust.
His court just REJECTED his request to delay hearings — TWICE in one day.
The ICC issued an arrest warrant for him for war crimes in Gaza.
His own aide was arrested for taking Qatari money.
And now his police interrogation tapes show he was the one sending Qatari money to Hamas.
The same Qatar he "hates." The same Hamas he "fights."
⚠️ He publicly called Hamas the enemy
⚠️ He privately funded them for years
⚠️ His bombing of Gaza kills tens of thousands
⚠️ His war delays his own criminal conviction
This isn't a war on terror.
This is a man running out the clock on his own criminal case using 46,000 Palestinian lives as cover.
And the world is just starting to understand it.
1
3
304
Can you say “PLUNGE PROTECTION TEAM” lol
Nice to know our masters of the universe w/ money printer in basement are keeping us all safe.
BREAKING: Nasdaq 100 futures erase all losses and turn green as investors buy the dip after Nvidia CEO Jensen Huang's relationship with a Chinese spy.
The Nasdaq just lost -$250 billion and added +$300 billion all within 7 minutes of the market's initial reaction to the news.
1
1
137


















