Al Ferszt

Detroit Born. Electronics, Computers, Guitar, Dalmatians. Former Engineering Associate Emissions Certification

[Al Ferszt @Althe1st]

B̶I̶T̶C̶O̶I̶N̶

[Peter Clack @PeterDClack]

@ClimatePNowak Meanwhile, this is what is actually happening Peter, it's not fiction: https://t.co/wXN0nBeE4t

[Robert W Malone, MD @RWMaloneMD]

The tick is likely necessary. Whether it is sufficient remains an open question. Science advances by asking better questions, not by declaring the hard ones settled. Part II covers treatment, desensitization, and how to cut tick populations on your own land.

[James E. Thorne @DrJStrategy]

Markets are clinging to a Federal Reserve that no longer exists.

Chair Kevin Warsh’s latest remarks have been parsed with the familiar Powell-era toolkit, every phrase treated as a breadcrumb toward the next rate decision. It is a reflex honed over a decade of hyper communicative central banking. It is also increasingly unfit for purpose.
Warsh is not offering incremental guidance within an inherited framework. He is challenging the framework itself.

The distinction is being missed. Investors appear eager to translate his comments into conventional signals on policy timing and terminal rates. In doing so, they risk overlooking what is more consequential: a chair who is signalling that the Fed’s operating model, its communication strategy, its institutional posture, perhaps even its implicit policy hierarchy, is up for revision.

Under Powell, forward guidance was elevated into a primary policy instrument. Markets learned to trade the Fed’s language as much as its actions. Don’t look at the data objectively just respond to the Fed we were told.

But that equilibrium depended on a central bank committed to transparency as a stabilising tool. A reform-minded Fed, by contrast, will place less weight on short-term signalling and more on reclaiming flexibility, discretion, and institutional credibility.

That shift does not lend itself to clean decoding. Indeed, it actively resists it. A generation of Wall St researchers need to go back to school.

The result is a growing mismatch between what markets think they are hearing and what is actually being said. Remarks that are being mined for near-term policy clues may instead be early markers of a broader institutional reset. The more investors force these signals into the old template, the greater the risk of mispricing the path ahead.

This will not be resolved in a single meeting. It may take several FOMC cycles, and likely a few policy surprises, before the market fully internalises that the reaction function itself is in flux.

Until then, the danger is clear: Wall Street is still trading Powell’s Fed, anchoring off of dot plots, while Warsh is busy building a different one.

[Al Ferszt @Althe1st]

@DonnieDetroit19 @PatriotPostGirl 😂

[Al Ferszt @Althe1st]

@DaveBondyTV Harrison Township

[Joe D. ルフィ @baejoseph]

@PeteHegseth @willchamberlain @DeptofWar @AnthropicAI For those missing the context, read this post:

https://t.co/DLpM25mEN5

[Promethean Action @PrometheanActn]

Mike Pompeo just confessed.
In a June 8 tribute to the late MI6 chief, Trump's "most loyal" CIA director admitted he flew British intelligence to Langley to "plan and coordinate" in his first weeks on the job.
Plan what, exactly? @BarbaraMBoyd has the answer. 👇

[James E. Thorne @DrJStrategy]

President Trump Proved Them Wrong Again!!

Now, as bombing intensifies, the regime’s foundations are beginning to give way, not only under military pressure, but under financial siege. With key channels of regime finance cut off by operations of Sec Bessent, Tehran is discovering what every petro‑authoritarian fears most: that the money stops before the missiles do. Yes the military controls the Strait of Hormuz. Yes the President will get his deal. And yes investors will get a peace dividend.

It’s reported that President spoke directly with Iranian officials tonight who asked him to stop bombing, the solution Sign The Deal. This was not on the so called experts Bingo Card.

Think of the sequence that is now within sight: Maduro gone, the Iranian regime beaten back and potentially broken, and a genuine peace dividend emerging as markets start to price a world less hostage to revolutionary petro‑states.

For years, the pundit class told us none of this was possible. They said you could never dislodge Maduro without a quagmire. They said you could never bring the Islamic Republic to heel without a ground invasion. They said you could never assert control over Hormuz, keep oil flowing, and still push Iran off the nuclear brink. At every step, they were certain—and at every step, they were wrong.

Now they face an awkward question: what will they say as the old certainties collapse in real time? Will they finally admit they misjudged Trump’s leverage, misread the vulnerability of these regimes, and misunderstood the strategic use of finance and force?

Or will they tie themselves in knots explaining why the fall of dictators, the defeat of a terror‑sponsoring regime, and an emerging peace dividend are somehow just another Trumpian catastrophe? The record is clear.

The only real unknown is: what will the pundits get wrong next?

[Eli Afriat 🇮🇱 @EliAfriatISR]

If there is one thing our dear friend Donald Trump should have learned from his dear friend Benjamin Netanyahu, it is that good negotiations are only conducted under fire.

Any other equation is irrelevant.

[Iron Pig Smokehouse @ironpigsmoke]

“We’re used to people saying f*ck no and doing it anyway”.
-Gretchen Whitmer

[Luke Gromen @LukeGromen]

Post #4 of 4:

There are several potential paths forward - this can be done the easy and positive way that will lead to the biggest global economic boom since the end of WW2...

...or it can be done the hard and violent way that will immiserate billions of people & destroy trillions of capital worldwide.

I hope our leaders choose wisely.

Let's watch.

[James E. Thorne @DrJStrategy]

Hormuz, Houston, and the Quiet American Victory Many Refuse to Accept

The same crowd that told you Donald Trump could never win a primary, let alone a presidency, is back at it again. They insist the Iran war is “lost,” that there will be no deal, that America has somehow stumbled into strategic defeat. They are making the same mistake twice.

In reality, the United States has already forced a reckoning the foreign‑policy establishment spent decades avoiding. In this new era, the world finally sees Iran for what it is: a radical regime willing to hold a global artery hostage. And the world is drawing the obvious conclusion, that the twenty‑first‑century economy cannot depend on an oil lifeline controlled at gunpoint. Has no one noticed the tankers quietly diverting toward a different hemisphere, toward what is fast becoming the Gulf of America?

As the complaints grow louder that “we need a deal now,” it is worth asking who is doing the complaining. The impatience comes largely from the same voices that never foresaw a U.S. victory over Iran’s gambit in Hormuz, and cannot yet imagine the peace dividend that will follow. They missed the strategic re‑rating of Iran from difficult regional power to systemic energy risk. They missed the quiet migration of tankers toward the Gulf of America. Now they mistake a necessary interval of pressure and bargaining for failure, precisely because they cannot recognize that the fundamentals have already shifted in America’s favor.

To wit, any deal he strikes will be judged by the wrong standard if you judge it by the same people who thought the JCPOA was statesmanship. Their benchmark is the agreement that shipped Tehran pallets of cash and sanctions relief while allowing it to keep enriched uranium, ballistic missiles, and regional proxies intact—a deal that subsidized the very regime now firing drones into the Gulf and threatening tankers. That standard is not just misplaced; it is discredited.

Measured against that history, what President Trump is chasing is not utopia but correction. It will not turn the Islamic Republic into a Scandinavian social democracy. It will not abolish forever the temptations of coercion in Hormuz. But it can lock in hard, strategic gains.

The same critics who cry failure over Hormuz have nothing to say about the victory in Venezuela, where U.S. pressure and engagement helped unlock reserves and discipline a rogue petro‑state. They glide past the several wars Trump has stopped or frozen, because those don’t fit the script in which every Trump move is a prelude to Armageddon. They are equally silent about the quiet alignment with Beijing. China, hardly a natural Trump ally, has made it plain: Iran cannot have a bomb and cannot own the Strait. That matters. When the world’s largest energy importer and the world’s leading navy converge on the same two red lines, Tehran’s room for maneuver shrinks, and America’s long‑term position strengthens, whether the commentariat wants to admit it or not.

[Promethean Action @PrometheanActn]

Trump agreed with Bernie. Bessent trashed free markets. Wall Street missed the jobs number by 64%. Something bigger is happening.

[James E. Thorne @DrJStrategy]

Contentious POV

The Fed will not raise rates this year.

Trump will get a deal with Iran.

Oil price will head down interest rates will follow.

[Al Ferszt @Althe1st]

@PeterSchiff @SawyerMerritt Faraday bag for all devices.

[Restore Halifax @RestoreHalifax]

Gad Saad explains suicidal empathy and its destructive effects on society.
https://t.co/Pp2DEi9yRh

[Patrick Colbeck✝️ @pjcolbeck]

BREAKING: This morning I filed a criminal referral against MI Bureau of Elections Director Jonathan Brater.

Today, Brater has the gall to accuse Attorney Sidney Powell of misconduct and testify against her at a hearing of the Michigan Attorney Discipline Board in Detroit, MI.

MICHIGAN BUREAU OF ELECTIONS DIRECTOR JONATHAN BRATER MUST ANSWER FOR PERJURY, ABUSE OF AUTHORITY, AND THE SYSTEMATIC WEAPONIZATION OF GOVERNMENT AGAINST ELECTION INTEGRITY INVESTIGATORS

P.S. The MI Attorney Grievance Commission has previously refused to investigate apparent $82,500 bribery of MI Supreme Court Justice Kyra H Bolden by Brater's boss, MI Secretary of State Jocelyn "we will come for you" Benson....but in May 2025 they encouraged disciplinary actions against Sidney Powell for representing her election integrity clients. See how the system works?
@HarmeetKDhillon @AttyStefLambert @SidneyPowell1 @EdMartinDOJ @MrJustinBarclay

[Right Angle News Network @Rightanglenews]

U.S. Forest Service law enforcement is now asking for the public’s help identifying a group of Indian nationals seen defacing Cathedral Rock in Sedona, Arizona, a sacred Native American site, with furious Americans demanding their immediate deportation.

[Al Ferszt @Althe1st]

@DonnieDetroit19 Yes !

[Promethean Action @PrometheanActn]

Everyone heard "No Money for Terror" and thought: Iran.
Read the addresses on Treasury's new sanctions list.
London. London. UK overseas territory.
Bessent's real target wasn't Tehran — it was the City of London. @SJKokinda walks the receipts.