JBG

Reposts are for research and personal notes- not recommendations.

[JBG @SiriusMoney]

@SecDuffy, Mayor Pete’s FAA left a sneaky DEI timebomb in changes to regulations for pilots as they left office.
In the previous administrations non stop efforts to increase women as a higher percentage of commercial pilots, the FAA flight surgeon changed a 50 year old testing system on January 1st 2025 to eliminate anyone who is color deficient from becoming a pilot. It has never been a problem before but it does affect men 20 times more than women! So this change unbelievably eliminates 10% of men from becoming pilots. One person made this decision- FAA flight surgeon Susan Northrop. Please have the rule changed back to how it was on 12-31-24 to stop the gender discrimination.

[Lara Logan @laralogan]

SHE BUILT THE TOOL DOGE USED TO FOLLOW THE MONEY
Before https://t.co/fCs1WbyY64, the public could search government awards by year or recipient, but not the actual language buried inside their descriptions.

Jennica Pounds changed that.

The deaf database engineer built a tool that allows anyone to search specific keywords, uncover questionable government spending and trace taxpayer dollars as they flow through the NGO industrial complex. DOGE used her work, and now the American people can use it too.

In Episode 95, Lara Logan sits down with the woman behind DataRepublican to examine the money networks involving USAID, activist organizations and influential figures such as George Soros. They also discuss Jennica’s remarkably accurate 2024 election analysis, the personal cost of being publicly exposed and how her Christian faith helped her endure it all. @DataRepublican | @DataInterpretr | @GoingRoguewLara

WATCH EPISODE 95:
https://t.co/dHyKgeiH11

SUPPORT OUR SHOW:
https://t.co/ZGF3YDTZzv

#LaraLogan #DataRepublican #DOGE #GovernmentSpending #FollowTheMoney

[Lara Logan @laralogan]

One woman helped change the history of America.

[Edward Dowd @DowdEdward]

Cool…we are at the TAM stage (Total Addressable Market). I’m old enough to remember Dotcom darlings like Commerce One and Ariba were going to revolutionize the commerce market place by getting rid of the middle man. Digital exchanges were going to crush brick & mortar middle men. They were valued off of TAM.

[Robert Sterling @RobertMSterling]

50 albums
1,100 songs
100,000,000 records sold
25 number-one country hits
11 Grammys
4,000,000 annual Dollywood visitors
325,000,000 kid’s books donated
58 years of marriage
80 years of life well lived

Rest in peace, Dolly Parton. You’re leaving an amazing legacy.

[ludoonchart @ludoonchart]

David Einhorn says today feels more like 2007 than the dot-com bubble - even as he just pitched five US stocks with roughly 52% to 167% upside: “I actually think it’s a little bit more like maybe like 2007.”

this is him explaining where he’s still finding value in an expensive market - businesses stuck in a transition that investors are pricing as permanent failure. Fluor nearly went bankrupt in 2020, but now more than 80% of its backlog is cost-plus and Einhorn sees as much as 167% upside; Victoria’s Secret is running at roughly half its historical margins and could have 74% upside if they normalize

the strangest one is Versant - the Comcast cable spin-off Einhorn calls “supercheap, and we find that very sexy.” it trades around a 19% free-cash-flow yield, while he argues the market is valuing the declining cable assets and missing what could remain after the transition

bookmark and watch full interview below

[Barchart @Barchart]

BREAKING 🚨: China

Chinese Stocks are approaching their worst underperformance relative to the S&P 500 in history 📉 📉

[Shay Boloor @StockSavvyShay]

$AMD is projected to earn nearly $120M in profit per day by 2028.

Three years ago, it was earning just ~$1M per day 😳

[Mark Ungewitter @mark_ungewitter]

Bond reversal underway? $TLT

[Aelfred The Great @aelfred_D]

Holy fucking shit

[Zaphod @ThinkerZaphod]

@DanielJHannan @MandyConnell Dolly recorded an album full of classic Rock songs that you may not expect her to do.
A really fun album.

https://t.co/9BcmcqAyW6

[Tacet Spectator @TacetSpectator]

@DanielJHannan She also did a cover of Collective Soul's "Shine"

https://t.co/arOFPgfjNI

[Daniel Hannan @DanielJHannan]

An apt day to remember that Dolly Parton once recorded a cover of Stairway to Heaven - and, in defiance of every moral law in the universe, she absolutely owned it.

[Jeff Johnson 🇺🇸🦅 @echo5juliet]

The President has ordered the American Flag to be flown at half mast for a week in honor of Dolly Parton

https://t.co/7tIWGy1GGu

[Edward Dowd @DowdEdward]

Obvious to many of us at the time but Natalie brings the receipts.

Covid & the jabs were the largest mass psyops ever.

[Peter Schiff @PeterSchiff]

$NEM, the world's largest gold mining company, hit a new record high today, despite the gold price needing to rise another 20% to match its record high. This shows investors are finally pricing in sustained higher gold prices and a lasting increase in miners' future earnings.

[Barchart @Barchart]

JUST IN 🚨: Copper on track for its highest closing price in history 📈 📈

[Ted Nugent @TedNugent]

Ted Nugent and Dolly Parton on the Mike Douglas Show 1980.

#dollyparton #dolly #tednugent

[John Mauldin @JohnFMauldin]

My friend, David Bahnsen, @DavidBahnsen has written the definitive book on dividend investing. It is called Profit from the Profits. This is 1/2 the strategy that I believe will take me through the coming crisis. Every serious Investor should read this book. I have completely restructured my portfolio. In fact, I’ve made The Bahnsen Group my money Manager. Here is the link to the book: https://t.co/SsR5Ztaxbf

[zerohedge @zerohedge]

Data centers constructed for hyperscalers to lease are off-balance sheet during construction. Hyperscalers, in partnership with private credit, create Special Purpose Vehicles (SPVs) to finance data center developments. These SPVs are considered "variable interest entities" (VIE) for accounting purposes because as the sole tenant of the data center, hyperscalers have more exposure to and influence on the SPV than their minority equity ownership and voting rights would suggest.

VIE structures became increasingly common and used to circumvent consolidation in the late '90s and early '00s, just before the dot com bubble burst and around the time of the massive fiber overbuild. In response, consolidation accounting was updated so that VIEs would be consolidated by the SPV's "primary beneficiary". For a hyperscaler to be considered the primary beneficiary of a lease SPV, it must have both (1) the power to direct the most economically significant activities and (2) the obligation to absorb the entity's losses or the right to receive the entity's economic benefits.

[Captain Logic @Captainlogic69]

@zerohedge Message to all - data centers will be one of the worst investments of all time -

Why?

When computers can run local open source models that accomplish the tasks people truly want and use, cloud AI usage rapidly decreases

The bubble pops.

Apple is openly building for this now.