Seth

the odd farmer, Soils are living.

[Toby Doeden @TobyForSD]

Outgoing Republican Secretary of State Monae Johnson has officially endorsed Democrat Terrence Davis in the upcoming November general election. These were the first thoughts that popped into my head.

1. Who cares what Monae Johnson thinks?
2. She is basically a Democrat anyway, so this isn't really a surprise.
3. She is a sore loser who can't swallow her pride and support Heather Baxter who soundly defeated her at the GOP Convention earlier this year.

This situation is similar to the aftermath of the June 2nd Gubernatorial primary election.

Dusty Johnson lost. He swallowed his pride and supported the 'establishment' candidate Larry Rhoden.

Jon Hansen lost. He called me and told me he was endorsing me and would support me 100%. That was a lie. Instead, he wallowed in pity for weeks and not only refused to support me, but he also worked tirelessly behind the scenes to sabotage my race vs. Larry.

Point is this. Monae isn't a conservative republican, and Jon Hansen isn't and never was a 'grassroots' politician.

They only care about themselves and their political cravings.

Happy Saturday Everyone!

[Seth @EvensonSeth]

@CBKimbrell What's the latest stunt for us not paying attention?

[Air Force Dad @AirForceDad50]

Gonna throw my opinion. Agree or disagree but I think it needs to happen.

Our government is completely corrupt.

Declare a National Emergency.

Go "Bukele" on the three branches of government. Arrest them all.

Constitution is black and white. We have enemies everywhere.

Do it. Yesterday!

[Deep Leaks @DeepLeaksHQ]

The US government sent $2.7 TRILLION in Medicare & Medicaid money overseas to people who were NOT eligible to receive it.

That’s 8% of our national debt.

Medicare isn't going broke. The money is being stolen.

[jim hertzog @mokanjim]

ExxonMobil reported $14.5 BILLION in quarterly profit—more than double last year. High diesel prices raise the cost of producing, hauling and processing beef—and nearly everything else Americans buy. Yet @POTUS keeps blaming cattle producers for high beef prices,

[HealthRanger @HealthRanger]

Sh#t has officially hit the fan:

- The 10-year Treasury yield is just hours away from reaching 5%, a 19-year high in the cost of U.S. debt. Worldwide, nations and funds are dumping U.S. debt at record levels.

- The diesel crack spread just hit an all-time high of $112, meaning diesel demand far outstrips supply and that prices are going higher.

- Diesel prices are now $10 / gallon at some gas stations in California, with the national average over $6. Farming, construction and transportation are being absolutely wrecked right now.

- The Houthis just destroyed Saudi Arabia's East-West Pipeline (Petroline) which just halted millions of barrels of daily oil exports via the Red Sea. Saudi ports are now completely blocked.

- Trump and his remaining idiot supporters tell us gas prices will plummet, that food is CHEAPER than ever, that Trump has already defeated Iran 50 times, while Scott Bessent claims the Straight of Hormuz will become obsolete and no longer matters... WHILE THE WORLD STARVES for energy, fertilizer and LNG.

Yes, sh#t has hit the fan, and our country is being run by people who are either the most incompetent leaders of our lifetime, or nefarious actors who are deliberately trying to destroy the U.S. economy and impoverish its people. (Take your pick.)

[Ann Vandersteel™️ @annvandersteel]

VOID!

The Founders were clear: Any federal act beyond its delegated constitutional power is no law at all. It is “unauthoritative, void, and of no force.”

That’s how the founders described any federal action that goes beyond the limits of the Constitution.

As 3rd Chief Justice Oliver Ellsworth made clear, when government claims powers it was never delegated, its acts are no law at all.

Stop waiting for Washington or the courts to save us.

Refuse to comply. Nullify. Defend liberty.

@EagleEdMartin

[Jamie Bonkiewicz @JamieBonkiewicz]

They are never going to give you $9,000 to stay home with your kids. Just like you never got your DOGE check, tariff refund, cheaper groceries, $2 gas, a healthcare plan, or 600% off prescriptions.

At some point, being this gullible becomes a fucking choice.

[Osage Cattle @osagecattle]

Wait the cattle influencers at the White House was kissing his ass like he’s our great savior this past week

[theleahfiles @leahfiles]

I figured out what they are doing with the dollar. They are swapping it. Push the old one out, pull a new one in, and the new one hurts Americans and pays the elite every time it moves.

Here is how it works:

Step 1: Weaken the physical dollar abroad through Tariffs, Trade wars. Create so much friction that countries stop using the dollar in trade. They move to local currencies, gold, other systems. The dollar index drops 12.6 percent in one year. Steepest decline in thirty years. BRICS accelerates away from dollar reserves.

That part looks like incompetence but if there is one thing Scott Bessent is not, it's incompetent.

Step 2: Ban the government from making a digital dollar. Trump issued an Executive order in January 2025. No federal agency is allowed to build one, so the public option...the competition to a private one, is dead.

Step 3: Pass the GENIUS Act. The law that creates a legal framework for private companies to issue digital dollars instead. And here is the key, the law requires every stablecoin issuer to hold reserves in short-term US Treasury bills. Lutnick and Bo Hines wrote the GENIUS Act to benefit Tether.

Fun fact: Howard Lutnick's Canto Fitzgerald owns 5% of Tether and Bo Hines left shortly after the GENIUS Act was signed to be CEO of 21st Century, Canto Fitzgerald's crypto arm that Tether now owns.

That means every digital dollar that gets minted automatically creates one dollar of mandatory demand for government debt. Unlike normal investors, stablecoin issuers are price-inelastic, they buy Treasuries regardless of yield because the law says they have to. Brookings projects $2.3 trillion in captive Treasury demand by 2030.

So you push the physical dollar out and countries stop buying Treasuries. Then you pull it back in through private digital dollars that are legally required to buy Treasuries instead.

Different dollar with the same control. Except now it is not a public system, it is a private one, and the private company at the center of it takes a cut on every dollar that moves. The private company is also incorporated in the BVI's so no regulator has jurisdiction.

That company is Tether. $183 billion in dollars running through it, $13 billion in profit last year. It has never passed an audit. Co-founded by Jeffrey Epstein's crypto advisor. Reserves custodied by the Lutnick's family firm. Protected by a law that was championed from inside the White House by a man who quit one month after it passed and became the company's CEO.

Scott Bessent said that stablecoin firms could buy up to $1 trillion in government debt. The European Central Bank warned this "effectively outsources parts of the national debt to the crypto sector."

So in turn, our dollar gets weaker, our groceries cost more, our 401k buys less, and every time that happens, demand for the private digital dollar goes up. They get richer and we absorb the cost.

That is the trade, and the people who set it up are the ones collecting on both sides.

Full investigation is on my Substack. Link in bio.

[jim hertzog @mokanjim]

Wow—diesel in Missouri now costs more per gallon than we charge for a pound of ground beef. @POTUS, drivers have no choice at the pump—they must pay the price. Shoppers can choose from several proteins at the grocery store. Why keep attacking American beef producers?

[Magnificus Rising @magnifrising]

AI child pornography is now legal in the United States.

Criticizing Israel is not.

Wake up America.

[Seth @EvensonSeth]

@RadkeAmanda Guys in the know know SSS....now we hav people saying "government me harder daddy"

[Dustin Kittle @dustinkittle]

Here is a good example of why I think this Administration is losing trust with America’s farmers and ranchers.

Secretary Rollins and Ag influencers have presented today’s Executive Order as taking some meaningful action on MCOOL.

But did not restore MCOOL in any way —

Instead, it tells the USDA to spend 90 days studying whether it already has authority to require it (which it doesn’t); and then, if the law allows it (which it won’t), the USDA can act or ask Congress to act (none of which is binding on those bodies in any way).

So no, this is not MCOOL —

It guarantees a 90-day study; that I would suspect will put us right back where we are today, just 90 days later (after the election).

[Seth @EvensonSeth]

@meathead Boneless aint no good....eat the bones for max benefits

[Russell Winter @MFG_SMB]

Day 2 of giving the world a first hand view of what it's like to own, operate and grow a small manufacturing business

Starting with the economics of my company.

About a year ago we started learning the EOS system for running a small business. (Entrepreneurial Operating System). Basically it just helps us set, monitor, and track progress on goals as well as maintaining accountability.

What does that mean for us as a small manufacturer? Pretty much putting a number on the key performance indicators that grow the business.

For us that involves a weekly meeting of 3 of the 4 employees that are responsible for lines on this chart.

It's their responsibility to keep their line green (meet or exceed the stated goal).

Example: It’s my job to bring in 1 new lead per week, its the GM’s job to quote and win 50% of that work, and its our Lead Machinist’s job to make sure $45k/month of parts get out the door. (I will have to gradually update some rev goals as now I have doubled our rev target)

Now I am sure almost everything on here can be improved. In fact, some of this is probably flat out the wrong way to do things. I’m just putting this out there because it’s how we do things and has pretty much worked for us.

It’s a constant learning process and as long as we survive we will improve.

We aim for 40% Gross margin (basically for every $10 in revenue after subtracting direct costs to produce the parts your are left with $4)

IN 2025 our Gross was 25%

10% Net margin - $1 in actual profit for every $10 in revenue. Basically take the $4 you have left after direct production costs and then pay insurance, rent, utilities, supplies..... try to keep those overhead expenses down so you can walk away with $1.

Many small manufacturers struggle to hit even a 10% profit margin - us included.

IN 2025 our Net was 6.8%

Our goal is to meet every week and have a quick 45min chat on life, work and number updates. This is referred to as the Level 10 meeting. We probably end up meeting every other week.

The busier we are the more consistent we are with meeting because there is more that we need to stay on top of.

Yes, I’m actually reading and trying to keep up with the comments - I noticed a couple people asked about the economics (@DumbMoneyCapitl and @Keagalitious )

If you want to make sure you don’t miss any of these small shop updates, click the bell+ button at the top right of my profile to allow post notifications.

[Seth @EvensonSeth]

@silvopasturist @CaryKelly11 Probably a parallel chart for weiner shrink too

[Seth @EvensonSeth]

@silvopasturist @CaryKelly11 Atrazine sprayed corn too

[The Kobeissi Letter @KobeissiLetter]

The diesel market is facing a major supply shortage.

The US diesel refining margin is up to a record $106/barrel, surpassing $100 for the first time.

This is a key measure of how much refiners can potentially earn from turning a barrel of crude oil into diesel, with wider margins signaling tighter diesel supplies and higher refining profits.

Diesel refining margins have more than tripled since February.

By comparison, during the 2022 energy crisis, this metric peaked at ~$85/barrel.

The surge reflects a severe shortage of global diesel supplies amid the Iran War.

As a result, US diesel inventories are down to 103.4 million barrels, their lowest on record for this time of year, while retail diesel prices are up to $5.78 per gallon, just 4 cents from their all-time high set in June 2022.

The global fuel shortage is becoming far more severe than the crude oil market alone suggests.

[Seth @EvensonSeth]

@the_birdfarmer Another piece of shit jew attacking real food....shocked i tell ya.