18kad

[Mike Lee @BasedMikeLee]

USAID must never make a comeback

[Camus @newstart_2024]

Jimmy Carr realized something big after years with his partner and no kids:

“Not having kids is like playing life on easy mode with a cheat code. You think you have skin in the game… but you don’t. Having kids is like your heart living outside your body. The stakes suddenly feel real.”

He says it’s made him more invested in the future, more aware of mortality, but also incredibly joyful.

“Making the decision to have a child is momentous. It is to decide forever to have your heart go walking around outside your body.” - Elizabeth Stone

[Treasury Secretary Scott Bessent @SecScottBessent]

It seems that congratulations are in order to “El Tigre,” @ABDELAESPRIELLA, on being elected Colombia's new president.

Colombia is the latest example of voters across Latin America rejecting failed leftist policies, instead choosing to support pro-market, pro-growth defenders of economic prosperity and freedoms.

Brighter days for Colombians are ahead, and a thriving Colombia benefits the United States, the Western Hemisphere, and the entire world.

[Ada Lluch @AdaLluch]

Maybe the problem wasn’t the people…

The problem was USAID all along.

[Secretary Marco Rubio @SecRubio]

Just spoke to Colombian President-Elect @ABDELAESPRIELLA to congratulate him on his electoral victory.

The Trump Administration looks forward to working closely with your incoming administration to advance regional security cooperation, end illegal immigration to the United States, and strengthen our economic ties.

Colombia's best days are ahead.

[Dr. Maalouf ‏ @realMaalouf]

After losing World War II, Germany lost 25% of all its territory and 14 million Germans were ethnically cleansed from Eastern Europe.

And yet, there hasn’t been a single case of Germans hijacking planes, blowing themselves up, or committing terrorist attacks like Palestinians.

[End Wokeness @EndWokeness]

7 Latin American elections since USAID was defunded:

🇨🇱 Chile: "far-right" Kast won
🇧🇴 Bolivia: "far-right" Paz won
🇵🇪 Peru: "far-right" Fujimori won
🇪🇨 Ecuador: "far-right" Noboa won
🇭🇳 Honduras: "far-right" Asfura won
🇨🇴 Colombia: "far-right" Espriella won
🇨🇷 Costa Rica: "far-right" Fernandez won

[Vivid.🇮🇱 @VividProwess]

I don’t like JD Vance, but I love the United States of America. Watching such a humiliating scene unfold on the world stage is mindblowing.

How did we reach this point where America’s vice president looks so weak and fragile next to terrorists in suits?

[DC_Draino @DC_Draino]

Happy Father’s Day to everyone who agrees with Gary Plauche shooting the man who kidnapped and sexually abused his son.

[Santiago Alvarán @SALVARANM]

🚨 | URGENTE:

Entrando al colegio Marymount de Medellín, la policía nacional acaba de capturar a un individuo que llevaba la maleta llena de votos marcados por el candidato de la extrema izquierda, Iván Cepeda.

Alertamos a todos los organismos internacionales, garantes de las elecciones nacionales y veedores por la democracia colombiana.

[Open Source Intel @Osint613]

Lindsey Graham: "I spent 4.5 hours with President Trump on Friday. Here's what I think will happen next. If this deal fails, President Trump is gonna take the Strait of Hormuz over by force. We'll charge a fee for all those who go through to pay for the operation ... if Iran contests control of the Strait of Hormuz by the United States we'll obliterate them."

[Eyal Yakoby @EYakoby]

BREAKING: Israeli forces have seized a strategic Iranian-built Hezbollah underground command center on the Ali Taher Ridge in southern Lebanon.

Hundreds of Hezbollah terrorists are believed to be trapped inside as the IDF dismantles the site.

[Lee Roach @leevalueroach]

I have read approximately 3,000 10-Ks in my life. I have read my wife’s emotional state correctly maybe 11 times. This is troubling because the skills should transfer. Both require you to look past the headline. Both require you to read the footnotes. Both require you to notice what was said last quarter that is not being said this quarter.

I can spot a goodwill impairment from 40 pages away. I cannot spot that my wife has been quietly furious since Tuesday. In a 10-K I notice when management changes the word “challenging” to “dynamic” and I correctly interpret this as a warning. In my marriage my wife changed the word “fine” to “fine.” and I did not notice the period. The period was the entire disclosure.

I missed it. I read a footnote last week in a packaging company’s annual report that disclosed a related-party transaction worth $400,000 and I caught it in 90 seconds. My wife told me three times this month that she was tired and I interpreted this as “tired” when in fact it was a Level 3 disclosure requiring immediate management response. I have a system for 10-Ks. I read the MD&A first, then the risk factors, then the cash flow statement, then the notes. I have no system for my wife. She is a company that does not file. She reports continuously and without warning and the format changes every quarter. Her risk factors are not enumerated.

Her MD&A is delivered through sighs of varying length and I have not yet developed the ear. Last week she said “do whatever you want” and I did whatever I wanted and it turns out the correct interpretation of “do whatever you want” was “do not do that specific thing” and I have no idea how I was supposed to know that, and yet, looking back, the signals were all there. The signals are always there. I have been trained to find signals. I find them in companies I will never meet. I miss them in the person I have lived with for nine years. My wife has started saying things like “you would notice this if I were a stock” and she is correct. She is correct. If she had a ticker I would have already built a 6,000-word model on her. I would know her seasonality.

I would know her capex cycle. I would know which quarters historically run hot. Instead I treat her like a private company and I am surprised every time the auditors arrive. I am going to bed now. She said good night in a tone. I do not know what the tone meant. I will find out in the morning. Or I will not. The 10-K of my marriage is filed in real time and I am, as always, three quarters behind.

[Ryan Petersen @typesfast]

Car break ins are good for GDP actually. And this undercounts all the economic activity from people rebuying the stuff that was stolen from them, plus all the people who were able to buy nice stuff at a discount from the thieves.

[Senator Rand Paul @SenRandPaul]

Biden's pardon of Fauci is unconstitutionally vague, covers 10 years of potential crimes, and was signed by autopen without Biden's direct authorization. You can't pardon someone for crimes never specified. This should be challenged in court.
https://t.co/1nvQDNmV8k

[Chris Bakke @ChrisJBakke]

I fully agree that we should dismantle SpaceX, Tesla, Neuralink, Boring Co, etc to give a cohort of people free 2 year degrees in gender studies and humanities.

Talk about making the world a better place.

[Dr Aseem Malhotra @DrAseemMalhotra]

This should be front page news all over the world

[Gunther Eagleman™ @GuntherEagleman]

🚨 TRUMP TELLS IT LIKE IT IS, NO MORE BEING TAKEN FOR A RIDE!

Italian PM Giorgia Meloni begged for photo ops with President Trump at the G7… but she wouldn’t let us use Italy’s runways to stop Iran from going nuclear.

Now that we handled business, she suddenly wants to be “friends” again to boost her polls?

Trump’s response: NO THANKS!!!

America First means we don’t carry dead weight. Allies need to step up or step aside.

Spot on, President Trump! 🇺🇸