Mors

Life is beautiful and hard. Let’s make it worthwhile

[Mors @_X_Vec]

Section 702 is outright invasion of privacy and against the law. There is no point of warrants against Americans if people can invade personal documents like chat logs and calls. This is how democracy deteriorates, an easing of the ability to conduct surveillance

[Mors @_X_Vec]

It is dangerous to be rich and not powerful

[Mors @_X_Vec]

Please give a read on the Cintrini Research’s 2028 Global Intelligence Report. It’s like watching a nuclear fall out and we are in the prelude.

https://t.co/XFxMqUkBEi

[Ryan Cohen @ryancohen]

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.

[Mors @_X_Vec]

US will not get a deal. Trump will have no choice but to strike. I pray he doesn’t but it seems only like a matter of time. It’s best to prepare

[Mors @_X_Vec]

Meritocracy helps the most skilled and well positioned to gain the most. However, well positioned people often come from well off financial backgrounds. Does this mean meritocracy is an inherently flawed concept as it reinforces what it aims to solve?

[Mors @_X_Vec]

Expect the federal government to shut down this week Friday

[Mors @_X_Vec]

Satellite imagery confirms China is building a super carrier rivaling Ford in size and tonnage. It is likely nuclear powered as well. Another reason why America needs to step up its game in the ship building industry (ie Huntington Ingalls)

[Elon Musk @elonmusk]

For quality of life, it is better to err on the side of being an optimist and wrong, rather than a pessimist and right

[Mors @_X_Vec]

Trump claims US defense for need of Greenland but this is false. It’s likely its rights for mineral deposits, public shifting its attention from Epstein and ICE, and concessions from NATO and EU

[Mors @_X_Vec]

I want a fucking Tiramisu. A real one, not some shitty one from the grocery

[Mors @_X_Vec]

Arbitrage the dip in the market. It’s an overreaction. I’d say the untouchable stocks are defense stocks

[Mors @_X_Vec]

My Portofilo on Tuesday

[Mors @_X_Vec]

FF at a drone at Caracas? A little confused why there is small caliber gunfire exchanges nearby presidential palace. Gunfire reportedly stopped though

[Mors @_X_Vec]

This is the footage at Caracas right now in front of Presidential Palace, supposedly a coup by Caballo (military right hand man of Maduro). Unverified however.

[Mors @_X_Vec]

Is there a Coup d’état happening in Caracas right now?

[Mors @_X_Vec]

This freedom power is why PLTR is 350x

[Mors @_X_Vec]

Companies to watch: NOC, BA, and CVX

[Mors @_X_Vec]

Campaign in Venezuela will not deter China from Taiwan. It signals that conflict is an option on the table, not just diplomacy. UN’s position on the world stage is greatly diminished

[Mors @_X_Vec]

Happy new years everyone. You are alive and hopefully this new year too