Back to my normal state of being very confused.
Joined December 2019
- Tweets24.7K
- Following745
- Followers989
- Likes17K
Haven't used this one in a while
What's going on @elonmusk
Starlink is working a "Bait &Switch"
In my area.
It said service is $85-$120.
But once I paid @ $500 for the equipment, and activated the service. I was told the $120 per month plan, is the only one that will work in my area.
months later it increased to $130.
I got an email today saying it will be $156.
I looked into it. And the reason for these increases is because of more customers signing up in my area.
Starlink get more customers, then sticks it to the current customers.
Deathswap retweeted
Canada adding 4 million immigrants and zero new jobs is the society-level version of dril’s stop-buying-candles tweet
Canada added no private sector jobs from 2019 to 2024 — U.S. did the exact opposite nationalpost.com/news/canada…
lol why would anyone be surprised by this?
Rules and laws don't apply to Musk.
This quoted post is unavailable.
Deathswap retweeted
We spend an insane amount of money on OAS, sending welfare cheques to retired millionaires. We could cut OAS, boost GIS to seniors actually experiencing poverty, and still save tens of billions of dollars.
Deathswap retweeted
You no can see us! Come back anytime for a snackdown rematch, John Cena. Me love you! 🍪
Deathswap retweeted
Alright guys, I have fundamentally changed my view on future population growth following Budget 2026. It's very clear now that the govt will continue to roll out "one-time" initiatives to convert temp residents into PRs.
We'll get official levels at the end of Nov, but this is where we're going from what I see in the budget
Bring in 700k more even as the economy loses jobs.
cbc.ca/news/business/canada-…
The biggest unreported story from yesterday: Carney snuck into the budget a massive immigration increase with the LARGEST NUMBER OF NEW PERMANENT RESIDENTS EVER next year.
Nearly 200,000 more than Trudeau’s highest-ever number year. When we have a shortage of jobs, homes, and health care.
Now we know why Carney snuck his immigration plan into a budget when everyone was distracted by the midterms and right before Parliament shuts for 10 days.
Unacceptable. This needs a real debate.
What does Warsh do? Does he still hike in December? Even if markets are still in turmoil?
BOOOOM.
Jobs report crushes all expectations. Unemployment rate back down to 4.1% bloomberg.com/news/live-blog…
Deathswap retweeted
Mississippi fun fact: Scott Colom was nominated to be a federal judge by Joe Biden. And he was blocked by… Cindy-Hyde Smith, via the blue slip process. Now Colom leads Hyde-Smith by 1,138 votes in what would be the upset of the century.
Houthi demand $51 billion; Saudi faces hard choice over ceasefire
The Wall Street Journal reports that after Houthi attacks on Saudi oil tankers in the Red Sea and seizure of the Bab al-Mandeb choke point, Riyadh opened contact to learn what price would end hostilities. The Houthis initially demanded $51 billion, saying it would compensate for years of Saudi air strikes and blockade; negotiators later floated other sums but signalled any Saudi exit could cost hundreds of billions. They also sought formal Saudi recognition of Houthi rule in Yemen, which would effectively force Riyadh to accept an Iran-armed hostile force on its southern border. Saudi and Houthi leaders did not respond to requests for comment. (mktnews.com/flashDetail.html…)
Deathswap retweeted
Citrini explaining to SemiAnalysis that semiconductors are going to zero after selling his research company to him
*CITRINI OVERHAULS THEMATIC MODEL BOOK, CALLS PEAK IN AI INFRASTRUCTURE CAPEX
*CITRINI SAYS AI INFRASTRUCTURE ASYMMETRIC RISK HAS SHIFTED TO DOWNSIDE
*CITRINI EXPECTS HIGHER COSTS FOR US DATACENTERS AFTER DEMOCRATIC MIDTERM WINS
*CITRINI WARNS MACRO REGIME SHIFTING TOWARD LATE-CYCLE STAGFLATION TILTS
Deathswap retweeted
Tariffs and ballrooms and caulking mall pools
Big marble arches encrusted with jewels
Renaming oceans and great lakes and streams
These are a few of my favorite things
Deathswap retweeted
That US admin never had a plan to begin with and the blue team is about to publicly guillotine them.
Decoupling, tariff supremacy and assorted AI ramblings are officially dead. Good riddance.
Trump is likely to escalate soon with Iran because leaving Israel and the Gulf monarchies in the ditch would cost him and his clique dearly. That military operation could either promptly get bogged down if there is an amphibious component because Iran has prepared for this for 30 years or be mainly airstrikes and then Iran just needs to absorb for 8 weeks, block traffic and earn a small symbolic win on US / Isreali militaries to keep their domestic credibility. IRGC gains traction within Iran which becomes a Pakistani-style military nation.
Russia will offer to mediate the Iran conflict in exchange of throwing Ukraine under the bus for a second time and completely restrict their supply of weapons. Trump will lean heavily on Europe and completely alienate all remaining goodwill from European allies to do so. Then Russia will default on its promise and do nothing about Iran, primarily because they can't do much anyway, higher energy prices serves their interest and they are just leveraging a desperate and soon-to-be-irrelevant US leadership.
Then we go back to the half-open / half-closed Hormuz strait. Risk premia ebbs and flows, circa $5-15 per barrel of crude and twice as much on LNG.
Witkoff and Kushner will sign dodgy deals with Russian business interests and the Democrats will chase them, unveiling the gnarliest corruption cases in American history. No one will ever go to jail as they get preventively pardoned.
Europe will sign free trade agreements with absolutely everyone and invest the capital that currently flows towards the US stock market towards emerging markets, like India, Indonesia or Latam, and also towards friendlier developed markets like Japan or South Korea for chip tech and Canada for energy and manufacturing. That is bearish USD, and one can expect the Euro, Chinese Yuan to act as countercyclical currencies like the Swiss Franc or Japanese Yen historically did.
Next two months are going to be absolutely lit. On the energy front it gets worse before it gets better. Hang on to your helmets.
A Republican sweep was all but assured today.
Not because of how bad polling is. Not because of how bad Dem candidates are. Not because of how easily betting markets are manipulated. Nor because of how broken economic sentiment trackers are.
It’s because this admin has a plan.
This admin is aware that we are at a pivotal juncture in the history of this country.
We have to get AI right.
We have to decouple from China. Not the U.S. from China. The collective west has to be torn away completely.
We need to crush Canada to show the Europeans what it costs to step out of line.
We need to re-industrialize *before* robotics starts to ramp.
We need to regime change Iran *before* drones become a lot more lethal with onboard AI.
We need to regime change left-leaning South American countries *before* Europe attempts to say no when we force them to decouple from China.
And if Trump is a lame duck for two years navigating any of this will be impossible.
And because the actions that lead to the current point are only rational if there is a decoupling plan at the end of all this the only conclusion one can make is that the admin is far more sanguine about today’s results than literally everyone else.
And because wall st is terrible at framing and betting on unquantifiable scenarios.
And because I have closely observed how the pollsters and pundits have attempted to model elections.
And because I understand the economic divergence that has occurred between Dems and repubs under this admin.
I feel perfectly comfortable putting my reputation on the line.
Because if I’m wrong I’m not just wrong about elections. I’m probably also wrong about the strategic capacity of the current admin.
And if they didn’t put sufficient thought into navigating the midterms all is lost anyways.
Republican sweep. Decoupling next. Never blackpill.
🫡
