The Hollow Men
American capitalism is rotting from the head down. We have replaced the "Owner-Operator"—the risk-taker-with a new, parasitic class of corporate bureaucrat: The Risk-Free Insider.
By "Insider," I am not referring to a specific title. I am referring to the entire administrative state that has captured the modern corporation. This includes the Directors who exist solely to collect fees, the Executives who exist solely to collect bonuses, and the Managers who exist solely to hire consultants.
These are the hollow men of the boardroom. They are masters of PowerPoint. They wear the right suits. They say the right buzzwords about "governance" and "ESG." But they are mercenaries fighting a war with someone else’s ammunition.
In a functioning economy, authority is tied to liability. If you make a bad decision, you lose your own money. That fear of loss is the only thing that keeps a business honest. It forces you to cut waste, obsess over the customer, and stay late to fix what is broken.
Today, we have severed that link.
We have rigged the game so that heads, the Insider wins; tails, the shareholder loses.
If the stock goes up, the Insider collects a massive performance bonus. If the stock crashes due to their own incompetence, they are fired with a "Golden Parachute" worth tens of millions. They are gambling with the house’s money, and they never leave the table poorer than they arrived.
This looting starts in the boardroom.
We have normalized a "Country Club" culture where directors are selected based on social profiling rather than their ability to build a business. The modern board member is often a professional tourist—paid an average of $350,000 a year.
Let’s be brutally honest about what that number represents. The average director is paid nearly five times the GDP per capita of the United States. They earn more for attending four quarterly lunches than the vast majority of Americans earn in five years of hard labor.
And for what?
Most of these directors are "over-boarded," sitting on three or four boards simultaneously. They treat directorships as a gig economy for the elite. They fly in, rubber-stamp a compensation package they didn't read, and fly out. They collect checks from companies they do not understand, do not use, and certainly do not love.
They are not there to ask hard questions. They are there to be collegial. They are there to protect the other Insiders.
And what happens when these boards hire executives who also have no personal capital at risk?
We get the Delegation Economy.
When a Risk-Free Insider faces a crisis—bloated expenses, a broken supply chain, or a stale product—they do not roll up their sleeves. They hire a consultant. They pay a strategy firm millions of shareholder dollars to produce a 100-page deck telling them what they already know.
This is not management. It is intellectual money laundering.
They use shareholder capital to buy an insurance policy for their own careers. If the plan fails, they can blame the consultants. They delegate the work because they are terrified of the responsibility. They would rather preside over a slow, comfortable decline than risk a bold mistake.
While American Insiders are busy optimizing their severance packages, our global competitors are optimizing their products. They are not slowed down by bureaucracy. They are not waiting for a slide deck. They are outworking us.
If we continue to fill our C-suites with administrators instead of operators, we will lose our edge. We will see iconic American franchises hollowed out by fees, managed for the benefit of the Insiders, while the true owners—the shareholders—are left holding the bag.
The time for polite governance is over.
If we want to save the American economy from mediocrity, we must demand a return to the "Owner’s Mentality." We need leaders who treat shareholder capital with the same reverence they treat their own savings. The era of the Risk-Free Insider must end.
@elonmusk let’s see if you can provide the same level of customer service as @ryancohen
Your customer support number to order Residential Starlink (Max package) in south Sardinia (Italy) is atrocious
The @Starlink AI bot glitched up in a doom loop & I couldn’t order unit
@POTUS@PapiTrumpo@WhiteHouse now do Wall St for crimes against humanity by manipulating markets & naked shorting great American companies into the ground!
HOLD THEM ALL ACCOUNTABLE! including @The_DTCC
NESSUN DORMA!
$GME $BBBYQ $MMTLP $DJT
🚨BLOODBATH IN THE MARKET.
Over $2.5 Trillion wiped out in 24hrs.
S&P 500 is down -1.65%, wiping out $1.14 trillion, the largest single day crash since January 20.
Gold is down -3.38%, wiping out $1 trillion.
Silver is down -6.9%, wiping out $280 billion.
Bitcoin is down -6.31%, wiping out $80 billion, dropping below $60,000 for the first time since October 2024.
@ryancohen is holding BILLIONS $$$, waiting for Market Crash & deep value plays
I believe he's already got $BBBYQ
We know he's very motivated to get $EBAY
$GME Board has unanimously approved $2B share buy back (sets floor when market crashes)
Walls closing in on shorts
LFG
Here's parts of Barrons article with RC regarding $GME & $EBAY
Things that stood out to me:
1. RC is on fire, he's turned $GME from dying/bleeding brickNmortar biz to 💸🖨️
2. $EBAY board is corrupt, shareholders can get much more value for $$
3. "Gamestop is iconic"
LFGGGGGGGG
BREAKING: In brand new exclusive interview with Barron’s Ryan Cohen says $GME still wants to buy eBay, rips their BoD 🚨.
“I want to own eBay,” Cohen says. “I want to own it for the long term. It’s a great business that’s been poorly managed.”
On rejected offer: “It’s not surprising. We presented a highly credible offer, and it’s exactly what you would expect from a professional board and management team that’s not aligned with shareholders. So, it’s par for the course.”
@CGasparino This midget constantly getting trolled then ratioed in responses - I love this app @elonmusk@pulte plz focus on this dirty little midget first, he will sing like a canary
$GME on daily looks interesting
MACD just crossed under centre line
RSI is neutral at 50 but back into wedge
Price sitting on top of 20d SMA below flat 50 & 200 SMAs
Volume is low
This is what purgatory looks like, can we get some share buybacks to kick this off @ryancohen ?
They can't allow $GME to fly, not until they're ready
#MOASS thesis is market crash will be caused as liquidity exits markets and goes into $GME to cover the billions of #NakedShorts@ryancohen is closing the walls on shorts with $2B share buyback & $32 warrants
WIN-WIN baby!
@Reuters Uh oh..looks like Wall St model of short & distort + naked shorting is in the spotlight!
This is a massive, pervasive issue that @The_DTCC enables & facilitates & banks/prime brokers regularly exploit
They tried it with $GME & got burned
That's not enough, we demand jail time!
Grabbed another 25 $GME shares + 150 warrants today!
If @ryancohen@larryvc & $GME Board believes @gamestop stock is undervalued & then approved $2 BILLION worth of buy backs until mid 2029, I'm not missing this!
We are just beginning, things will get much, much better 🚀🚀🚀🚀
Yes @pulte
the @The_DTCC is seat of power in Wall st & a criminal cartel enabling Naked Shorting
It's not a bug, its a feature of a system that siphons billions from the masses into the pockets of overpaid execs & crooked bankers
AUDIT THE DTCC
$GME $BBBYQ $MMTLP