Haddon Alford

USC ‘17. BBN

[Taylor Vippolis @tvippolis]

If your favorite college football team is different from your favorite college basketball team, nobody respects you.

[Geiger Capital @Geiger_Capital]

The reason many of our leaders hate people like Nayib Bukele in El Salvador is because he has quickly proven that crime and societal decline are not inevitable or beyond control…

It’s a deliberate choice allowed by weak leaders, terrible policies and suicidal empathy.

[Haddon Alford @haddo7]

“I’m from the government and I’m here to help.” Prophetic

[Shanaka Anslem Perera ⚡ @shanaka86]

BREAKING: FORD JUST KILLED THE EV NARRATIVE

They burned $30 billion chasing electric dreams.

Today they wrote off $19.5 billion and buried their flagship Lightning.

The stock rose 2%.

Read that again.

Wall Street rewarded surrender.

This is not a pivot. This is a confession.

The entire premise of the “inevitable EV transition” rested on one assumption: permanent government subsidies would bridge the gap until technology caught up.

The subsidies are dying. The gap never closed.

THE NUMBERS THEY BURIED

Ford’s EV division hemorrhaged $5 billion annually.

The Lightning sold below projections every single quarter.

Their solution: put combustion engines back into “electric” trucks and call it innovation.

THE SIGNAL

When the second largest American automaker abandons its EV flagship and the market celebrates, something fundamental has broken.

Not in Ford.

In the thesis itself.

WHAT COMES NEXT

GM follows within 18 months.

European automakers scramble to reverse mandates.

The $1.2 trillion global EV investment thesis faces its first true reckoning.

Tesla’s moat, once dismissed as temporary, reveals itself as structural.

THE LESSON

Industries built on policy instead of demand collapse when policy shifts.

Ford bet $30 billion that governments would force consumers into EVs forever.

Consumers voted with their wallets.

Governments are changing.

Ford is retreating.

BOTTOM LINE

December 15, 2025 marks the day legacy auto admitted what markets long suspected:

They cannot profitably build electric vehicles at scale.

They never could.

The transition was always a transfer, from taxpayers to balance sheets, until the transfer stopped.

Now the bill comes due.

$19.5 billion is just the first installment.

Watch who pays the next.

[Haddon Alford @haddo7]

Oh how far we have swayed. Let it ring every Thanksgiving

[Geiger Capital @Geiger_Capital]

George Washington’s Thanksgiving Proclamation in 1789:

"By the President of the United States…

Whereas it is the duty of all Nations to acknowledge the providence of Almighty God, to obey his will, to be grateful for his benefits, and humbly to implore his protection and favor— and whereas both Houses of Congress have by their joint Committee requested me to ‘recommend to the People of the United States a day of public thanksgiving and prayer to be observed by acknowledging with grateful hearts the many signal favors of Almighty God especially by affording them an opportunity peaceably to establish a form of government for their safety and happiness.’

Therefore, I do recommend and assign Thursday the 26th day of November next to be devoted by the People of these States to the service of that great and glorious Being, who is the beneficent Author of all the good that was, that is, or that will be.

May we all unite in rendering unto him our sincere and humble thanks— for his kind care and protection of the People of this Country previous to their becoming a Nation— for the signal and manifold mercies, and the favorable interpositions of his Providence which we experienced in the course and conclusion of the late war— for the great degree of tranquillity, union, and plenty, which we have since enjoyed— for the peaceable and rational manner, in which we have been enabled to establish constitutions of government for our safety and happiness, and particularly the national One now lately instituted— for the civil and religious liberty with which we are blessed; and the means we have of acquiring and diffusing useful knowledge; and in general for all the great and various favors which he hath been pleased to confer upon us.

And also that we may then unite in most humbly offering our prayers and supplications to the great Lord and Ruler of Nations to render our national government a blessing to all the people, by constantly being a Government of wise, just, and constitutional laws, discreetly and faithfully executed and obeyed— to promote the knowledge and practice of true religion and virtue, and the encrease of science among them and us— and generally to grant unto all Mankind such a degree of temporal prosperity as he alone knows to be best.

Under my hand at the City of New-York, 3rd of October in the year of our Lord 1789."

[Haddon Alford @haddo7]

Yesterday: “Trump is a fascist! He must be defeated!”

Today: “Trump isn’t being a fascist in the midst of free-market negotiations. Shame on him!”

����

[Elizabeth Warren @SenWarren]

You might not be able to watch Monday Night Football tonight.

Why? When companies get too big, they have the power to cut off your favorite channels.

That's what's happening here.

And what's Trump done about it? He's let them get away with it.

[Haddon Alford @haddo7]

Straight out of a movie. Not in a good way

[Nayib Bukele @nayibbukele]

“And he causeth all, both small and great, rich and poor, free and bond, to receive a mark in their right hand, or in their foreheads:

And that no man might buy or sell, save he that had the mark, or the name of the beast, or the number of his name."

[Collin Rugg @CollinRugg]

Erika Kirk forgives the man who assassinated her husband.

“I forgive him because it’s what Christ did and what Charlie would do.”

Chills.

[End Wokeness @EndWokeness]

Charlie Kirk's legacy, in a single video

[stepfanie tyler @stepfanie]

“The further a society drifts from the truth, the more it will hate those who speak it.”
—George Orwell

[Haddon Alford @haddo7]

He’s missing the whole point

[Greg Price @greg_price11]

Skip Bayless goes on an unhinged rant about Scottie Scheffler saying he cares more about being a better father than golfer and says he told his wife she would always be number two to his TV career because it's what God called him to do.

[Haddon Alford @haddo7]

Ichiro with grey hair…how old am I?

[Awful Announcing @awfulannouncing]

Ichiro Suzuki: "And to the Miami Marlins- I appreciate David Samson and Mike Hill for coming today. Honestly, when you guys called to offer me a contract for 2015, I had never heard of your team." ⚾️💀🎙️ #MLB #HallofFame

[Haddon Alford @haddo7]

Fine the farting cows!!

[Insider Paper @TheInsiderPaper]

BREAKING: Indonesia's Mount Lewotobi Laki Laki volcano erupts, unleashes colossal ash tower; alert raised to the highest level

[Haddon Alford @haddo7]

3 Majors, 34 Tour wins, 32 weeks at world #1. Of course I’m talking about Vijay Singh. AT 3. Dude absolutely tore it up. Under appreciated

[Sean Zak @Sean_Zak]

It’s official. The current version of Scottie Scheffler is the best we’ve seen, per @DataGolf

[Haddon Alford @haddo7]

The Kamala Harris campaign of football

[Tony Dungy @TonyDungy]

We call it Good Friday now but on that day nothing seemed “good”.
It was dark at midday. Jesus had been crucified and was now dead on a cross. All His enemies were celebrating and it seemed Satan had won. But fortunately the story was not over because God WAS NOT FINISHED! 🙏🏽

[Haddon Alford @haddo7]

No shit..??

[unusual_whales @unusual_whales]

BREAKING: Fed’s Powell: federal debt is on an unsustainable path. We are now running crisis-level deficits at full employment