Tim Purcell

"You can ignore reality, but you can't ignore the consequences of ignoring reality."

[Tim Purcell @HighLineAdv]

I'll never stop posting this:

"Most people, when they have a crisis of faith (religion or political identity) will elevate subjectivity over reason. They will find a way to modify any data that counters their beliefs. They go with what they want to believe, not the logic. This explains the postmodernist movement. The far left has been pushed into crisis seeing their Marxist identity systematically proven wrong. Instead of following the data they decide to massage data, bracket the evidence, and simply 'believe' they still have the best model." - Stephen Hicks

[Tim Purcell @HighLineAdv]

@GovPressOffice Gavin is genuinely shocked that a government entity can accomplish something.

[Tim Purcell @HighLineAdv]

@NiceQuarterGuys I'd rather own the companies that build and maintain the gas infrastructure than the commodity itself.

[Tim Purcell @HighLineAdv]

There's a nuclear renaissance ground swell forming, and most investors are still FOMOing into NVIDIA, tech, AI supply chains, and soon SpaceX at 100x revenue.

Meanwhile, none of that stuff works without power.

Position accordingly.

[Jordan Bramble @jordanbramble]

Cannot stress enough how much our federal government made this moment possible.

[Tim Purcell @HighLineAdv]

@NiceQuarterGuys We stopped trying to make it work for 40+ years. Today and going forward, it will.

[Tim Purcell @HighLineAdv]

@pmarca @AOC Or eating.

[Tim Purcell @HighLineAdv]

@girdley AT&T + Time Warner.

$47 billion write off after ~4 years because the Midwest telco guys thought they could run the most successful Hollywood studio and New York media company better than they could.

[Tim Purcell @HighLineAdv]

@GavinNewsom Obama bringing back race politics has set us back an entire generation.

Democrats only use one tactic now: you're either with us, or you're a racist.

[Tim Purcell @HighLineAdv]

@visegrad24 The woman who orchestrated this…

[Global Dissident @GlobalDiss]

🚨🇩🇪 GERMAN INDUSTRY IS COLLAPSING.

Bosch is slashing 22,000 jobs in Germany and slowly abandoning its own homeland just to survive.

Germany lost 486,000 jobs in just 3 months, mostly in industry.

The “economic miracle” is dying in real time.

[Tim Purcell @HighLineAdv]

@frontierism Somehow both.

[Tim Purcell @HighLineAdv]

@BernieSanders Let’s have a pay-per-view debate between Bernie and Bezos and gift all the proceeds to whoever Bernie wants.

I’d pay top dollar to watch Bezos wipe the floor with Sanders.

[Tim Purcell @HighLineAdv]

Wait until the data center water people find out about almond milk.

[Tim Purcell @HighLineAdv]

@NeilJacobs Radio on Internet guy sold and the greatest industrialist in a century diclosed his company owns 18k coins.

[Tim Purcell @HighLineAdv]

Imagine the analyst putting together these proposals…

EndtheWarProposal_v438_Final_partially executed

[Open Source Intel @Osint613]

Iran has submitted a new proposal to the United States to end the war. The terms include five demands: U.S. troops leaving areas close to Iran, the U.S. paying war reparations, lifting sanctions on Iran, releasing Iran's frozen assets, and ending the U.S. blockade. - Reuters

[Shay Boloor @StockSavvyShay]

$ONDS Q1 EARNINGS

• Revenue: $50M vs. Est. $39M
• EBITDA: ($11M) vs. Est. ($20M)
• Backlog: ~$457M
• Cash position: ~$1.5B

FY26 Guidance
• Revenue: $390M vs. Est. $379M

Ondas expects to reach company-wide profitability by Q1 2028.

[Tim Purcell @HighLineAdv]

@Cointelegraph Yeah but…

[The Kobeissi Letter @KobeissiLetter]

Overseas investors are piling into US stocks:

Foreign investors now allocate a record 63% of their US financial assets to equities.

This percentage has more than DOUBLED since the 2008 Financial Crisis.

This also surpasses the 2000 Dot-Com Bubble peak by ~10 percentage points.

By comparison, the long-term average allocation is ~40%.

As a result, foreign investors now own a record $21.3 trillion in US stocks and equity funds, surging +170% since 2020.

Foreign investors are doubling down on US markets.

[Tim Purcell @HighLineAdv]

In a fracturing world, the U.S. is the TINA trade.

Energy independent. A singularly dominant private sector. Geographically insulated. Top FDI destination for 20+ years.

[The Kobeissi Letter @KobeissiLetter]

Overseas investors are piling into US stocks:

Foreign investors now allocate a record 63% of their US financial assets to equities.

This percentage has more than DOUBLED since the 2008 Financial Crisis.

This also surpasses the 2000 Dot-Com Bubble peak by ~10 percentage points.

By comparison, the long-term average allocation is ~40%.

As a result, foreign investors now own a record $21.3 trillion in US stocks and equity funds, surging +170% since 2020.

Foreign investors are doubling down on US markets.

[Tim Purcell @HighLineAdv]

@EndWokeness Americans don’t send their best and brightest into politics, they’ve always gone into the private sector. But she’s taking it to the next level.

[Tim Purcell @HighLineAdv]

@ByzGeneral Privately held companies are ~80% of the US workforce, and you don’t hear any headlines about them hiring or firing. All headlines revolve around an insanely small group of companies which gives you a false sense of direction.

[The Babylon Bee @TheBabylonBee]

We Asked AI To Show America Without Republicans

[Tim Purcell @HighLineAdv]

Fantastic.

[Josh Wolfe @wolfejosh]

A must watch