KRC

Colossians 3, Joshua 1:9👩🏼👱🏼🧑🏻‍🦰👱🏼‍♂️👩🏻‍🦰 Luke 15, Ephesians 3:20-21 Christian, husband, father

[James E. Thorne @DrJStrategy]

Wall Street’s lingering Trump Derangement Syndrome is blinding it to the most likely outcome on Iran: a hard‑nosed deal that de‑escalates the region, neutralises the nuclear threat, cuts off terrorist financing and stabilises the Strait, normalising global energy markets in a structurally disinflationary way. The Street’s consensus that the President is about to cut a “bad deal” for the US is not caution, it is delusion.

Many on Wall St also cling to the notion that Kevin Warsh will mechanically reprise the Keynesian playbook of Powell, Yellen and Bernanke, hiking into every headline shock. He will not tighten into a fading, deal‑driven energy supply scare. Fantasies about 1970s‑style second‑ and third‑order chaos from a closed Strait are just that. The peace‑and‑growth dividend will flow to those willing to fade the neurosis.

[Clay Travis @ClayTravis]

Iran is lying about their World Cup travel “challenges.” They were told all the details in advance.

[Tom Mars @TomMarsLaw]

What a horrible look for Cody Campbell, Ken Paxton, Texas Tech’s President and Board, and the rest of the Texas Tech administration. Not even the Lubbock Walmart has enough towels to wipe all the egg off their faces.

[James E. Thorne @DrJStrategy]

Warsh is right: the dot plots were always garbage, and an entire cottage industry grew up pretending otherwise. For a decade, “Fed whisperers” reverse‑engineered grand narratives from a handful of inherently unreliable projections, then treated them as if they were hard forecasts rather than soft, conditional guesses. When anyone pointed out that no serious researcher should take the dots at face value, the backlash from that ecosystem was ferocious. Now, as Warsh moves to junk the framework, many of the same pundits will quietly bury their decade of dot‑plot theatrics and carry on as if none of it ever happened.

[Barstool Sports @barstoolsports]

A flyover during the national anthem for a UFC event on the White House lawn

AMERICA 🇺🇸

[Clay Travis @ClayTravis]

Democrats have spent generations convincing black people that they are victims and now many believe it. Even people like Jemele who have made — and continue to make — far more money than 90+% of white people of her same age.

[Clay Travis @ClayTravis]

All of us regardless of our race or circumstances at birth have a choice, you can see yourself as a victim and blame external forces you can’t control for your situations in life or you can accept individual responsibility for your own life choices and bust your ass relying entirely on yourself to succeed or fail. Which do you think leads to more success in life?

[KRC @Bnw134]

This was always obvious

[Clandestine @WarClandestine]

Now that we have established that Covid was man-made, and that the US were funding gain-of-function research at biolabs around the world, including Ukraine…

The question becomes, why the Biden admin cover all this up? Because Covid is how they stole the 2020 election…

Yes, I am alleging that the Democrats, intentionally released a man-made biological weapon, via their foreign black site USAID-funded labs, to justify mass mail-in ballots, in which they harvested and delivered to deep blue counties in swing states. Covid was the next phase of the treasonous coup, after the Russia hoax and impeachment attempts failed.

The reason the Dems/MSM have been frantically trying to cover up Covid’s origins, and the funding at the labs in Ukraine, is because they are trying to cover their tracks. The Dems released Covid to stop Trump, and that’s what all this is really about. They are guilty of crimes against humanity.

Notice how Tulsi has been working on the biolabs in Ukraine, as well as fraud in the 2020 election… these two things are connected!

TREASON!

[KRC @Bnw134]

@CodyC64 🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡

[James E. Thorne @DrJStrategy]

Trump’s Trafalgar Moment

Trump’s Iran deal is best understood through the lens of Trafalgar: a decisive victory that does not end every conflict, but closes the enemy’s best route to success and reshapes the strategic landscape. By reopening the Strait of Hormuz, blocking Tehran’s path to a nuclear weapon, and cutting off the financial backing of global terrorism, Trump has broken Iran’s core leverage without a wider ground war.

The closure and reopening of the Strait has changed the rules of the “great game” in energy security, putting the United States back at the center of global energy markets.

Investors should expect critics to pan the agreement as insufficiently decisive, but they should ignore the pedantry: the rules of the game have changed and the forces for complete victory have been set in motion.

Nelson’s victory at Trafalgar did not end every battle, but it closed off Napoleon’s best route to victory and set the course of the war. The end of the Cold War did not abolish conflict, but it delivered a peace dividend that reshaped economies. Trump’s deal with Iran stands in that line, a decisive strategic win with far-reaching economic and market consequences. The critics were not satisfied when Maduro fell, and they will not be satisfied now, but history will be, and capital will be too, because a peace dividend akin to the one that followed the end of the Cold War will not be ignored.

[James E. Thorne @DrJStrategy]

Fun fact of the day

This is not the 1970s!!

Wall Street economists still don’t get it.

Raising rates does nothing to fix the relative price shifts caused by a supply shock. Their fear that second- and third-order effects will trigger a 1970s-style inflation spiral is based on flawed economics.

Kevin Warsh understands this. Most of them don’t.

[KRC @Bnw134]

@CodyC64 🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡

[KRC @Bnw134]

@kirbyhocutt 🤡🤡🤡🤡🤡 just resign. The 1 rule that could never be broken was broken. You, your university, and your president of the university support this young man and what it represents you even got a retired judge to facilitate this….

[Sgt Blackout 🫡 @coldcallsniper]

He’s a McDonalds sprite away from shredding his passport and starting a new life here

[Freddy🇩🇪 @FreddyLA7]

Somewhere in Tennessee

[KRC @Bnw134]

Wake up, it’s the one rule. The only one that could not be broken…. Texas Tech supports this and is defending it. End of story take a seat.

[TECHTONICUS🌵 @Techtonicus1]

@PeteThamel @Bearcat_T Ok. This is getting ridiculous. What exactly did Tech do? It appears that the university has decided to stand by a kid with a problem, as it is part of their core beliefs. So who is casting the first stone?

[KRC @Bnw134]

@CodyC64 What a clown