nc

Commercial Real Estate Broker/Investor

[nc @NCarm8]

@HotTakeHockey trocheck not better than EK

[nc @NCarm8]

@MrAndyNgo @ryanraiche someone might want to investigate why every bus company with public school contracts is somali owned.......

[nc @NCarm8]

@TheRealGOP still want to know why this guy came from virgina to mn, suddenly wins as mayor. What else is in virginia? Why did everything go down hill after he got here??? Did someone from virginia send him here for a purpose?

[Alpha News @AlphaNews]

You’re not going to see this in the mainstream media.

June 4: Alpha News exposes Tim Walz and his Communist China connections.

[nc @NCarm8]

@NATHANHOCKE95 @PatMcAfeeShow @6ErikJohnson need to just change it to wildcats, like yesterday then they can just keep the logo and everything the same. The current name is absolutely absurd.

[MJTruthUltra @MJTruthUltra]

I know this isn’t sexy news… but this is actually pretty huge..

🚨 Secretary Brooke Rollins just gave a China the Middle Finger and announced three quick historic actions to RESTART and expand U.S. fertilizer manufacturing in the United States

1. Fast-track the giant Blue Point ammonia plant in Louisiana ($3.7 billion project – expected to be the world’s largest).

2. Fix the slow-moving fertilizer expansion program from the previous administration (only 8 of 121 projects finished) and push forward new ones, like a big hydrogen-ammonia facility in Washington state and an organic fertilizer plant in Iowa.

3. Add a dedicated economist to track fertilizer prices and supply for better transparency.

These steps are expected to add about 4.5 million tons of domestic fertilizer production per year and create thousands of new jobs.

🔻 Why This Is so Critical

The U.S. currently imports a significant portion of its fertilizer needs. Global price spikes and supply disruptions can add thousands of dollars per acre in costs for farmers, which eventually hits consumers at the grocery store.

The Hidden Danger: Foreign Control (Especially China)
China is the world’s biggest fertilizer producer. They control HUGE shares of key types like phosphate and nitrogen.

When it suits them, China restricts exports, adds taxes, or bans shipments. This gives China powerful leverage over the United States: They can quietly raise costs for U.S. farms during trade disputes or conflicts. They protect their own food supply while letting other countries suffer.

NOT ANYMORE. It’s coming home baby…

https://t.co/aw48aJcmLQ

[War Correspondent @warDaniel47]

🚨WOW. Sen. Mike Lee just confirmed the stunning fraud we face if the SAVE America Act fails

Right now,
1. All states give drivers licenses to noncitizens
2. 19 states give them to illegal aliens
3. Some states have legalized noncitizens voting in local elections
4. 30 MILLION noncitizens reside in America

"This is all headed in one direction. Unless we SAVE America."

[Blume Industries CEO Balding 大老板 @BaldingsWorld]

I've had a couple people ask about my defense and even support of the Trump administration and asking about my urging constructive criticism. Let me explain.

I am pretty happy with the first year of policy towards China. I am not a fan of the TikTok decision though as I've noted its functionally marginal. I am not a fan of the chips decision, though people over prioritize the impact of the issue or impact based on the number of chip licenses.

Where I differ not just from the left but from much of the right, a position I have held very consistently for many years, we need a very broad decoupling from China not just of specific products like AI chips but pretty much most any product with electronics. We need the same in a variety of other products like pharmaceutical and medical products. At its core, we need a complete reconfiguation of supply chains away from China for products that enter the US no just for direct imports, but third country investment and trade. This supply chain reconfiguration should and will be be distributed across countries but needs to be removed from Chinese influence and control directly and indirectly.

So on virtually any policy that steps in that direction, I will say it needs to be bigger, better, faster, and more. I say this to let you know what I am defining as successful policy.

In the first 18 months of their administration, I think the Trump administration has taken a lot of good steps to that end. One that I will highlight because it got so little attention was the Trump administration invoking DPA to boost manufacturing in electrical power generation inputs such as panels and transformers. This is not something people think about really ever but China has a near stranglehold on US ability to build additional energy capacity with a multi-year waiting time. Forget AI chips. If you can't install electrical panels and transformers, all the AI chips in the world don't matter.

There is a long list of actions like this that draw minimal if any attention but are absolutely vital. However, and this is where it gets interesting, the job is decidedly incomplete.

Take the rare earth example. The Trump administration has put a high priority on breaking China's rare earth monopoly. They have done policy actions, DoW procurement, investment, numerous different things. However, we haven't yet had that "breakthrough". That's fine for now, we are really only a few months into what some critics are saying will be at least a decade long process if ever.

Take trade as an example. If we are going to reconfigure the supply chains to the degree I am arguing we should, for multiple reasons, we cannot redeploy them all to the US even if we wanted to. We need a better approach to how we can manage these complex enormous challenges. The reality is that while I would love to work with "allies" many "allies" do not see the security threats we prioritize, want to hedge, or not contribute to a shared security.

This is where we arrive at the difference between reflexive and constructive criticism. On trade, the Biden trade team did almost nothing to take new ground and further decouple from China. Today they complain both about Trump measures to further restrict or manage trade and simultaneously argue Trump isn't doing enough or hawkish enough on trade. They are literally arguing both sides of the issue.

When I urge constructive criticism let me give examples. Hold the Trump admin accountable for their policies on rare earth. Government bureaucracy has a long history of announcing with fanfare of accomplishing nothing and disappearing a few years later. On trade, recognize we need major changes on our supply chains, recognize that allies have different views of security than you think they have, and how can we not simply trade one security risk for another security risk?

China took let's say 3-4 decades to establish its position of dominance. This problem won't be solved in an administration. There is a lot more good stuff going on than has happened this century but there is a long long way to go

[nc @NCarm8]

@SkolWild0713 @nhltraderumours Connor Zary from Calgary could be interesting also

[nc @NCarm8]

@SkolWild0713 @nhltraderumours Jiri Kulich is very interesting to me. Elias Peterson maybe....Shane Wright.... something like that.

[nc @NCarm8]

@joewandy13 @nhltraderumours We are at risk of becoming the penguins without ever winning a cup if we do it again.

[nc @NCarm8]

@scotttmaier You are pathetic

[nc @NCarm8]

@ms33523 @BR_OpenIce @RussoHockey Jiri Kulich for Gustavson trade, LFG

[nc @NCarm8]

@andy_kovs @RussoHockey trade gustavson to them

[nc @NCarm8]

@RussoHockey No thanks

[nc @NCarm8]

@RussoHockey No thanks

[nc @NCarm8]

@Linahuaa Saizeriya

[nc @NCarm8]

@AlexEpstein should allow methanol or methanol blends at the pump

[nc @NCarm8]

@nhltraderumours he's actually going to PHI for Mitchkov