Florida, USA
Joined November 2022
Captain Frank retweeted
🚨 JUST IN: After leftist President Lula was declared the winner, Brazil's top election judge says the last-minute order keeping polls open "created DIFFICULTIES in the electoral process," adding "no rule authorized ANY extension" "NEVER in the history of the [Brazil's election court] has there been an extension." Conservative Bolsonaro had NO CHANCE against the rigged election machine. The extension came at the request of leftist Lula's campaign, and Lula won. Remarkable admission by this judge. 👀
🚨 UPDATE: Leftist President Lula has RETAKEN THE LEAD from conservative Flávio Bolsonaro in Brazil's runoff, by a RAZOR-THIN margin with just over half the vote counted Keep in mind, Lula's former personal lawyer, now a Supreme Court justice, extended voting at polls still open after a request from LULA'S CAMPAIGN. It's going down to the WIRE 👀 Current tally is 50.23% Lula, 49.77% Bolsonaro
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Captain Frank retweeted
Imagine the Supreme Court stopping the count after polls close and ordering polls reopen for two hours ONLY in Philadelphia, Detroit, Milwaukee, and Atlanta, and you sort of get the scope of what's currently happening in Brazil.
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Captain Frank retweeted
🔥Explaininh the Republican surge🔥 Someone has to say it. Democrats over performed in 2018, 2020 and 2022 due to fraud. For those who have followed me over on TT, you already know I'm a data guy. So, let's look at some data. First, let's establish known facts. There have been no less than nine elections completely overturned since 2020 due to Democrat fraud...specifically mail-in ballot fraud. 1) Bridgeport, CT(2023) 2) Ft Deposit, AL(2025) 3) Frisco City, AL(2026) 4) Harris County, TX(2024) 5) Hempstead Township, NY(2026) 6) Bridgeport, CT(2022) 7) Compton, CA(2022) 8) Aberdeen, MS(2021) 9) Patterson, NJ(2021) 🚨 Now, here is the data. Total votes cast in midterms: 2006: 80,454,630 2010: 87,134,148 2014: 79,219,177 ❌2018: 115,077,470 (46.14% increase) *There is no election on record that I can find anywhere at the state, municipal or federal level that gets anywhere near this increased percentage over one election cycle. 2004: 122,295,345 2008: 131,313,820 2012: 129,085,410 2016: 136,669,276 ❌2020: 158,383,403 (21.7 million vote increase) *One of these elections doesn't look anything like the rest. ⬆️⬆️⬆️ **Learning from the errors of elections past, Trump put together a team of roving attorneys along with specialized poll watchers in Metro areas such as Detroit, Philadelphia, Milwaukee, ATL, etc. This limited the fraud, but did not completely eliminate such as we lost Senate seats in AZ, NV, MI & WI that were sketchy to say the least...especially WI & MI. ***Currently 8 states and DC send out universal mail-in ballots. Fortunately, none of the 8 are competitive. The voting age population has grown 6 million since 2022. Using the historical percentages, we should have seen an increase of 3 million mail-in ballot requests. Instead, of the other 42 remaining states, mail-in ballot requests are down over 3 million. In other words, applying normal growth percentages, we are talking about a 30% decrease. We cannot extrapolate that 30% to mean that all 30% would have been fraudulent. However, we know mail-in ballots are where most of the fraud takes place. The fraud verified by G'nor Kemp's office in Georgia was 100% mail-in ballot fraud. Long story short, unless Democrats have decided to completely abandon their previous voting habits and show up on election day, much of the potential fraud has been removed...and they have an uphill battle from here.
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Captain Frank retweeted
The coal bull case on Twitter right now: Hormuz chokes LNG, JKM rips, so Newcastle has to follow. The two do move together over the long run, with an r of 0.84 on price levels. Month to month, gas explains about 14% of what coal does. A month ahead it's 6%, and two months ahead it's nothing. My read is that they move together because the same shocks hit both: oil, freight, weather, recessions and wars. A small pool of plants in Japan, Korea, Taiwan and Europe can switch from gas to coal when gas gets expensive, but that capacity fills up quickly. Coal has been cheaper per unit of energy than Asian LNG in 113 of the last 117 months, before accounting for plant efficiencies, so price isn't really the constraint. Capacity is. Korea caps coal generation and idles units during fine dust season, while Japan's efficiency rules push older units out. In March both lifted those limits: Korea dropped its 80% cap on coal generation and Japan suspended its efficiency caps for a year. Hormuz is a pure gas shock, since no coal passes through it. NEWC was up 23% in March as restrictions were lifted and switchable plants came online but there has been little movement since. Gas has since risen more than 50%, while coal is up only about 6%. On another note, El Niño is hard to call. A drier India means less hydro and more coal burn, which is bullish. A dry Indonesia means low river levels in Kalimantan, so the barges that carry coal to the ports run light or stop, which is also bullish. China probably goes the other way. El Niño tends to bring a milder winter in the north and more rain in the south, so less heating demand and more hydro, which is bearish. And some of coal's best years came in La Niña, when Australia turned into a swimming pool. La Niña flooded the Hunter and Bowen Basin in 2022, which is part of how Newcastle got to $400. El Niño usually means a dry eastern Australia, so Australian supply should run fine. Two bullish channels and two bearish, among a very, very long list of stuff I haven't considered. We're now through shoulder season, so the next few months get interesting. I think coal can still run, but it'll be on India's stockpiles, Chinese domestic supply and Indonesian exports, not gas. Trading Newcastle off JKM doesn't reflect the market right now if you ask me, but happy to be corrected. Hard to be bearish the equities though. Thungela at a 19% FCF yield and Yancoal at 13% are pricing Newcastle rolling over from here, and I don't see why it should. What I find strange is that the market priced the war shock in March, coal and the stocks both jumped, and the stocks have since given it back. Yancoal is down 27% from March, even though the shock is still running and Newcastle is higher than it was then.
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Captain Frank retweeted
Since people are asking, this is why the Democrats will lose the midterms massively: 1. Funding a. You may recall once USAID was shutdown, DNC funding plummeted to basically nothing after having 100's of millions of dollars to spend. This is because, via money laundering networks, the entire DNC platform was paid for by yours and my taxpayer dollars. If this is hard to believe for you, or you think that "no way they would do that, that's illegal", then I want to burst your bubble. They were absolutely doing it. You may recall networks like the BBC in the UK shutting down because USAID was no longer funding it. They were paying people to campaign. They were paying for ads. They were paying people to vote. They were paying people to chase ballots. They were paying to transport mail in ballots. They were paying for printing mail in ballots. You will never have proof of this, I'm afraid. You can say I'm making it up all you want. And you are correct. I'm intuiting this 100% on vibes. This is all I need. If it looks, quacks, and walks like a duck, then it is. b. The shrinking of the federal work force, especially the department of education, drastically reduced the people on government payroll able to work elections for the democrats. You may recall the article about Trump "wiping out the black middle class." You think those people were being paid to do valuable work? You think HR harpies and women working from home were being paid to do anything of value? No. The federal government had been turned into a DEI jobs program and these workers were more than happy to get people out and voting for the people who employed them. That's how government works in every communist third world shithole and that's what was happening here. 2. Election Fraud a. Dominion machines were proven to be hacked by DOGE. Everyone knew the vote counts were being changed (ya bro I promise, every election in key states is like 50/50 except for these last minute ballots at 2am that are totally legit and bump it up to 50.1/49.9 in favor of the dems, I don't make the rules) via dominion machines. DOGE verified the hacking from China thru Venezuela. That's one of the main reasons we went and captured Maduro. The dominion machines have since been purchased by Scott Leiendecker, who is a right wing affiliate. In other words, we own the main method of cheating now. b. Despite the SAVE Act being blocked by congress, the admin has still sent polls watchers to make sure the elections are secure at the polls. Additionally, and this method was proven extremely effective at combatting fraud in 2024, the Trump team has networks of lawyers set up to catch and prosecute election fraud. They threw a ton of people in jail for cheating during the 2024 election. Additionally, despite the lies, slander, hate, and betrayal by people like Candace Owens and Tucker Carlson (and additionally, literal bots networks from turd world countries running controlled opposition) against Erika Kirk and TPUSA following the assassination of Charlie Kirk, TPUSA saw a massive influx of young Americans getting involved in politics. They are poll watching, chasing ballots, and educating the public on real issues. They were extremely effective in 2024, and will be more effective now. c. Deportations. If you are a controlled opposition bot, this isn't for you. And I realize many of you panicans don't believe this at all, so kindly just save both of us time and fuck off. But mass deportations are happening, both for legal and illegal immigrants. All the data supports it. The democrats main voter base is immigrants. They know they can't vote. And despite the claim that they aren't and never were, pressure from the Trump admin has gotten people like Mamdani and Newsome to openly run campaigns and lawfare against the federal government in defense of migrants illegally voting. We went from "no they never vote" to "we need to protect their right to vote!" The optics are terrible, and with the Democrat news networks panicking and spreading rumors about ICE watching polls, everyone now knows immigrants are voting illegally. The immigrants themselves are terrified to. They are scared to go outside. They are living in fear. Their entire social media feeds are videos of people being chased down and thrown into vans by ICE. Their algo is a constant flow of propaganda telling them the Gestapo is walking the streets hunting them. They are scared to go to the polls. Between this and actual deportations, there is going to be a massive shortfall in democrat turnout for the elections. And with legal and illegal immigration being cracked down on, only the windows to get into the country rapidly evaporating, the left will continue to have fewer and fewer voters. 3. Culture and the Overton Window a. The right is totally dominant culturally. Two years ago you would be publicly ruined for even saying anything mildly racist like "I don't want to be replaced in my own country." This viewpoint is now the mainstream. The overton window has shifted to far right that we are in an unrecognizable world. Real, on-the-ground results will take time, but things are changing. And it's changing in such a way that democrats know they can't appeal to their usual voter base, immigrants, with things like "we'll give you free healthcare if you vote for us." They actually campaigned on it and have admitted to it, and even democrats are thinking "wait, why am I paying so much for healthcare but this guy gets it for free?" The democrats have switched to trying to appeal to the moderate AMERICAN voter. They're not running the "free HRT for every boy and girl" playbook anymore. They know that "woke 1 was crazy" and they were perceived as lunatics by the average American voter. What does this tell us? That right wing populism is the future. That people want more of what they're getting. That the average voter has been fed up with how it is and wants more change and for a healthy country. Our ideas, specifically poasted by us (my treasured mutuals) are popular with the public, and the admin has run with them. We are dominant culturally. And THAT is who the democrats are now trying to appeal to. People who are still a little uncomfortable with how things are now. People who want a future for their kids but aren't quite fine mass deportations. They aren't worried about the radicals, they are worried about getting the medium voter to abandon Trump. b. People want strong leaders and they want a strong country. Trump is giving us that. For the first time in decades we are bombing this hell out of our enemies. We are getting warkino unlike anything before, and 4k videos of retards smuggling fentanyl into our country being hit by hellfire missiles. Our border is secure. Our military is powerful throughout the globe. People love this. They want more of this. This is why you see so many attacks on Hegseth from the left and Euros, because he is the quintessential American general. He is strong. He is making our military great again. We aren't losing fights, and we aren't apologizing for winning. And people will vote for more of that. They remember the Afghanistan pull out. They remember Benghazi. Additionally, between the tariffs and USAID, Trump reoriented the global social contract to go from USA -> subsidizing the existence of the world, to everyone in the world -> living at the behest of the US. We aren't destroying our economy and infrastructure and cities to benefit literally anyone but Americans anymore. It's the other way around. This is good, and people like it. While it's effects will take some time to be fully felt, and it is painful, long term it will pave the way for our Children to have a home again. That's just a few things. I'm short on time so I will cut off here.
My prediction for the midterms stand. The only thing that may stop this from happening is retarded GOP running retarded nons like Vivek. Even then, we will win.
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Captain Frank retweeted
$dht the rise of the dividend
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Captain Frank retweeted
Eleven of the 12 states leading job growth since the pandemic are Republican. Eight of the 10 slowest are blue. At some point, Democrats should stop calling it a coincidence and start asking what they’re doing wrong.
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Captain Frank retweeted
Boring Company building a tunnel from Long Beach to the Inland Empire so we can move containers on electric self-driving chassis at 100 mph average speed (versus ~10 mph today) would transform American logistics forever.
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Let's boost the following of shipping CEO @LcSvensen. I have a feeling he will start posting about the dry bulk market on X, if we get him over 100 followers. $HSHP @2Bulkers Also: @JavierBlas is mandatory reading if you want to succeed in shipping according to LC. #books
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🧾 Receipts: Ilhan Omar’s original last name was Elmi before it was changed. This evidence was available, but the Obama Justice Department refused to investigate. Her brother, Ahmed Nur Said Elmi, and their father, Nur Said Elmi (also known as Nur Omar), used multiple names across different countries. Part of the family fled to the United Kingdom, while Ilhan Omar and others entered the United States under their father’s assumed name, “Omar.” These name changes and split identities were used to conceal the father’s true war crimes and identity. Marriage details: • Groom: Ahmed Nur Said Elmi • Bride: Ilhan Abdullahi Omar (real name Ilhan Elmi) Extradition? @TheJusticeDept @DHSgov @WhiteHouse
Careful now, daughter of the Colonel… it’s all true. ALL of it. We’ve got the receipts—and they’re looking extra right now. Might be time to talk extradition… DOJ.
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Captain Frank retweeted
$CMBT $SBLK $HSHP Iron ore volumes from Guinea’s Simandou mine are beating market estimates, a development Fearnley Securities says bodes well for capesize and newcastlemax bulker earnings. Analyst Fredrik Dybwad said year-to-date Simandou volumes had reached 19.3m tonnes
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Oil Services Thesis (2026) – for the upcoming oilfield services stock series 1) Underinvestment: Years of restrained upstream CAPEX + higher oil prices could trigger a new investment cycle. 2) Decline Rates: Growing shale dependence + aging oilfields require increasing reinvestment to sustain production. 3) Offshore Revival: Long-life reserves + improving project economics + renewed deepwater investment. 4) Opportunity: Rising service demand + multiyear backlogs + potential margin expansion for oilfield service providers. Full Video: youtu.be/px183I8YlhM
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$ARG.TO Amerigo Amerigo’s proposition is pretty simple: stable copper production, leverage to copper prices, SOLID free cash flow and aggressive shareholder returns through regular dividends, performance dividends and buybacks. The headline dividend yield therefore understates the actual cash returned to shareholders. Operationally, Amerigo is essentially a single-asset copper company in Chile. Its subsidiary MVC processes fresh and historic tailings from El Teniente, the world’s largest underground copper mine, owned by Chilean state-owned Codelco. Amerigo doesn’t own the mine itself, it recovers copper and molybdenum from Codelco’s tailings under long-term agreements, giving it relatively stable production without having to develop and operate a conventional mine.
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$ARREF $ARG.to Amerigo Resources Best yielding copper play on the market. Amerigo Resources is on sale today at about $5 for the otc shares $ARREF “Amerigo's stated dividend yield reflects only the quarterly dividend of Cdn$0.04 per share and does not capture the full value returned to shareholders through the Capital Return Strategy.” “Since 2024, Amerigo has declared performance dividends of Cdn$0.04 per share in July 2024, Cdn$0.05 per share in December 2025, Cdn$0.16 per share in April 2026, Cdn$0.18 per share in July 2026 and Cdn$0.21 per share in September 2026, demonstrating the CRS in action.” .04 x 4 regular =.16 cad Plus .05, .16, .18, .21 and a most likely.20-.30 special before year end Add it up you are north of 10% yield at todays share price. I added more today
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Captain Frank retweeted
Arctic: “Yesterday, OFAC announced that another 11x vessel were put on sanctions lists. 9x of the vessels were bulkers, while the remaining 2x were crew/support vessels. The average age of the vessels sanctioned was 17.9 years.” #drybulk #markets
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Careful now, daughter of the Colonel… it’s all true. ALL of it. We’ve got the receipts—and they’re looking extra right now. Might be time to talk extradition… DOJ.
The most disturbing part of his unhinged comments is how comfortable he is in telling the world how stupid he and his followers are. But I guess it’s expected from a man who regularly and publicly fantasized about sleeping with his own daughter and is clearly implicated in the worst pedophile coverup case.
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Captain Frank retweeted
“Noncitizens don’t vote,” they said. So how is it that 28% of noncitizens in California have voted? These things can’t both be true.
EXTREMELY IMPORTANT 🚨 Federal Lawsuit against California shows that 28.8% of noncitizens in California HAVE A VOTING HISTORY California elections are not legitimate, noncitizens are voting at an extremely large scale - Los Angeles County elections officials took a sample batch of 200 ballots - The 200 ballots were taken from a sample of 20,000 that the Trump Admin says are noncitizens - Of the 200 ballots that were taken, 71.2% of the 200 have no voting history This means 28.8% of the noncitizens ballots DID have a voting history Nearly 30% of noncitizens are voting in California elections based on this sample. I’ll bet it’s much higher
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Captain Frank retweeted
The names of Canadian Prime Minister Mark Carney and Industry Minister Mélanie Joly are being invoked by the Trump administration following accusations that Canada is attempting to meddle in upcoming U.S. midterm elections. Rather than a criminal or formal intelligence investigation, the allegations were detailed by the U.S. Embassy in Ottawa, which distributed an official "fact sheet" targeting prominent Canadian officials. The Accusations Against Mélanie Joly The U.S. Embassy’s document specifically singles out Industry Minister Mélanie Joly, quoting her five times. • Targeting Republican States: The Trump administration pointed to public remarks Joly made regarding Canada's strategy in the ongoing trade war. • Counter-Tariffs: The U.S. alleges that Joly's plans to level retaliatory counter-tariffs specifically aimed at economically damaging key Republican-heavy states constitute an implicit attempt to influence American voters and pressure U.S. businesses ahead of the midterms. Other Canadian figures named in the U.S. document include Ontario Premier Doug Ford (for an anti-tariff ad campaign citing Ronald Reagan), Liberal MP Anthony Housefather, and Boston Consul General Bernadette Jordan.
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