Marty Lund

Married 41 yrs to Amazing Woman, Dad of 3 great kids, Grandpa of 5 | Former CPA @KPMG, Controller SprintYPs, AVP @Thryv (Dex) | Enjoying Freedom, Family, Travel

[Marty Lund @mlund100]

@Breach363576 @Geiger_Capital lol thats what I wonder and I dont' live in CA !
- saw "draft forms" months ago-did not address unique assets the rich likely own - 6th homes they own in foreign countries, yachts, trusts for kids? who approves "valuation" of anything?

[Marty Lund @mlund100]

@LawrenceLepard thanks for posting your perspective. I read this yesterday and thought wow that is truly fascinating! - Now more confidence to the essay insights

[Marty Lund @mlund100]

@b_co_co you need to "tax effect" the bls median wages - federal state and social security. higher bls wages = materially higher taxes such as california and new york

[MAZE @mazemoore]

This might be the most amazing one yet. More from Senator Obama on immigration.

Obama not only said that illegals must not be allowed to work here, he went one step further and said that employers should be forced to prove that they offered the job to American citizens before they are allowed to hire guest workers.

Democrats today would call this racist and xenophobic.

[American Debunk @AmericanDebunk]

Mamdani has been on our radar for a while now. I’ve always been skeptical of the alarmism that follows big elections, so when he first burst onto the scene I dismissed the noise.

But something really felt off in his viral "arrest Netanyahu" video this week.

I couldn’t quite name it at first, so I’m brain-dumping here with you. Here goes….

When Mamdani won, I ran a scenario in my head: he wins New York, governs as far left as our system typically allows, the money flees NY, and four years later the rich people who fled NY fund whoever challenges him and they get him out of there. Classic cycle. There will always be a corrective force. That’s why I never lost sleep over Mamdani.

That video changed everything for me and changed the way I see every subsequent clip of him. It feels like what’s beneath the surface does not match what’s on the surface.

On the surface, Mamdani is the picture of calm composure.

He speaks in measured, articulate sentences, never raises his voice. He nods gently as he talks as if quietly reassuring you that you can trust him.

Those who’ve followed me since 2021 know I am obsessed with body language, hypnosis, the subconscious mind, etc.

The nodding of the head throughout his Netanyahu arrest video is alarming. Not the nodding itself, but that it suggests he knows what he’s doing.

He’s speaking directly to your subconscious mind, telling you that everything is OK, that he can be trusted. It's a performance.

Beneath the surface lies a wolf in sheep’s clothing.

The calm composure while nodding throughout is a warning sign. Something dark is stirring within him.

It’s unsettling.

Mamdani had not said a single word condemning Hamas for October 7th in this address, nor has he ever as far as I know.

He only addressed it the next day, and only after a reporter forced the question. Even then, he reduced the largest massacre of Jews since the Holocaust to “a horrific war crime”.

A few seconds later he softened it further to something that “should be deeply opposed.”

That’s how I’d say it too if I was disingenuous. Inauthentic condemnation.

Democrats hunting for oppressors to denounce is nothing new. What’s new and unique about Mamdani is the delivery in which he did it. He made it a theatre event with dimmed lights. He released it at night as if it was a presidential primetime address. And he doesn’t come off as a whack job. What Mamdani said during his video wasn’t the part that was shocking or left me feeling like darkness was swarming around me. It was shocking because he was so composed while doing it.

And that’s why I am starting to feel as though Mamdani is actually dangerous. It’s not the socialism. It’s the composure and messaging.

He is high-IQ calm and an exceptionally gifted communicator. The clearest proof came the very next day on Jon Stewart’s show, where he sold democratic socialism like this:

“A lot of what we’ve come to accept as the facts of life across our country is driven by democratic socialist principles. If today you and I were to introduce the idea of a building that lends out books for free, we would be slandered… and yet that’s the library. And the same thing with the fire department, and the same thing with public schools.”

A+ persuasion/messaging game here. He uses a classic technique called pacing and leading.

First, he gets you nodding along to undeniable truths such as libraries are good, fire departments are good, public schools are normal.

Each “yes” builds momentum. Then, once you’re in rhythm, he slips in the thing he actually wants you to accept.

Democratic Socialism rides in on the back of those easy agreements.

He even borrows credibility by tying it to FDR and La Guardia. The way he can articulate and weave around in his answers is unique in that we’ve never seen it before from a Left-wing radical.

Left-wing radicals always come off as whackos. He doesn’t come off as a whacko...on the surface.

Compare him to what we’ve seen from other Democratic Socialists: AOC, Rashida Tlaib, THE SQUAD— erratic, shrill, and always saying things that make them seem low-IQ.

They are easy to dismiss. Honestly they seem batshit crazy. I always expect every socialist to self-destruct on camera.

Mamdani doesn’t self-destruct. He is calm where they are frantic, articulate where they are….stupid, and disciplined where they are impulsive.

He makes the same arguments, but he makes them sound reasonable and measured.

His library analogy on Jon Stewart's show was so perfect and true. That’s the danger.

For years, Democratic Socialism has been contained because its own messengers are literal morons.

Everyone who has ever tried to stand as the spokesperson for Democratic Socialism has looked like a hipster millennial with too much college debt, or hasn’t been articulate enough to mask the destructive ideology with something palatable.

The ideas rarely had to be defeated because the carriers defeat themselves. Mamdani breaks this pattern. He proves the ideology can be smart, composed, high-IQ, and persuasive.

It doesn’t have to come packaged as lunacy. It can wear a suit, speak in full paragraphs, sit and chalk it up with Jon Stewart and win the room.

But something is off.

A psychiatrist told me years ago that evil people are not elusive. Everyone around them always knows.

At some point we get a feeling. We always get a sense. I think that’s why I felt unsettled during Mamdani’s latest video and each clip I’ve seen of him since.

I believe there is real evil in him. And I think you feel it too.

[Joey Mannarino @JoeyMannarino]

A serious country would’ve denaturalized Zohran Mamdani, Ilhan Omar and every single Somalian daycare scammer.

The fact any of them still have passports is criminal.

[Jorge Bonilla @BonillaJL]

WATCH: Bill Maher states he'd vote for JD Vance over a socialist Democrat in 2028, Jon Karl diverts the conversation back to Trump

JON KARL: You told JD Vance you're open, your vote is up for grabs.

BILL MAHER: Yes, my vote is in play because it can't be Trump running, so. I'm not living in communist America. I mean, I know that the talking point is, it's not communism, it's socialism. Okay. I've read the quotes from the DSA.

KARL: Yeah.

MAHER: -- platform from their own mouths. Don't tell me I'm now seeing what I am seeing. And DSA, again, they say things like, you know, takeover of key industries, government take -- that's communism. You know, there is a definition.

KARL: By the way, Trump's doing that, too.

[Last Coin Standing @LastCoinStandng]

@DefiantLs >90% of government should not exist:

[James E. Thorne @DrJStrategy]

Food for thought

We are running 21st‑century monetary policy on a 1913 operating system. It is time to scrap the Federal Reserve’s regional offices and their presidents and admit that a map drawn for the age of railroads has no place in a world of real‑time data.

The 12 regional banks were a political compromise, not a sacred design.

They were built for localized banking, slow communication, and expensive travel. Today, the Fed does not need a president in Minneapolis or St. Louis to tell it what credit markets are doing; markets and payment systems report conditions to Washington in milliseconds. The “regional voice” rationale has become nostalgia masquerading as governance.

Worse, the current structure diffuses responsibility while adding noise. Regional presidents give speeches, move markets, and sometimes dissent, yet they are neither consistently Senate‑confirmed nor clearly accountable when policy errors pile up. Their research shops largely share the same academic priors as the Board in Washington, so the supposed decentralization mostly produces duplication, not diversity of thought.

A cleaner model is straightforward: a single, nationally accountable central bank with a smaller, clearly identified policy committee and a professional staff. Preserve regional information channels, surveys, business contacts, outreach, without propping up 12 quasi‑independent fiefdoms invented to pass the Federal Reserve Act.

If we were designing a central bank from scratch today, no serious planner would reproduce this sprawl. We would not outsource key votes to lightly scrutinized local presidents or confuse blurred lines of authority with checks and balances. Streamlining the Fed, eliminating regional offices and their president is the necessary first step toward a central bank that is both more limited and more accountable.

[Doug Casey's International Man @intlmandotcom]

The 10-year Treasury yield is perhaps the most important financial benchmark in the global fiat system, as it drives valuations and market trends worldwide. It is widely—and erroneously—regarded as the risk-free rate of return.

The 10-year Treasury yield can be thought of as a key barometer of the US dollar-based fiat system—a critical measure akin to its beating heart.

Bond yields move inversely to bond prices. When bond prices fall, bond yields rise.

A rising 10-year Treasury yield signals trouble for the US dollar because it means investors are selling Treasuries, which pushes up the US government’s borrowing costs. That is why the 10-year Treasury yield is a major pain point for the US government.

The 10-year Treasury yield was 3.97% when the war started. Now it is around 4.60%, an increase of roughly 63 basis points.

I expect the 10-year Treasury yield to keep climbing over the coming weeks and months—until it forces the Fed’s hand. At that point, the intervention will be sold as “stability,” but the mechanism will be familiar: suppress yields by debasing the currency.

At today’s debt levels, every 1 basis point increase in the government’s average borrowing cost adds roughly $3.9 billion in annual interest expense. So a 63 bps rise is not trivial—it translates to nearly $250 billion in additional yearly interest costs, materially widening a 2025 budget deficit that was already around $1.8 trillion.

Higher yields mean the US government must pay tens or even hundreds of billions more in interest on its debt. At the same time, the global economy faces even greater added costs because Treasury rates serve as the benchmark for borrowing worldwide.

That is not an insignificant move. However, given all the headwinds I have discussed, I suspect the 10-year Treasury yield is headed much higher because investors will demand higher yields to compensate for rising inflation. Further, if Hormuz remains closed, drastically higher oil prices are all but certain. Higher energy prices mean higher prices across the economy and higher official inflation rates, which means investors will demand still higher yields to compensate.

The problem is that interest on the federal debt is already over $1.2 trillion and is now the second-largest item in the budget. The US government cannot afford yields going much higher because the interest expense would push it toward bankruptcy.

I am not sure how—or even if—the US government can manage this situation. Something has to give, and we will not have to wait long to find out what.

The Iran war may prove to be more than another foreign policy disaster. It could be the trigger that exposes the fragility of the entire dollar-based financial system.

[Marty Lund @mlund100]

@AdamBLiv As Saylor and MSTR fan ….
selling BTC and buying more BTC is = selling STRC to new investors and using some of the proceeds to pay dividends (11%) and buying some BTC (89%). Dividend rate on preferred shares ultimately too high needs to be set at 8.3%

[Yogi @Houseofyogi]

Spirit Airlines died tonight at the hands of the socialist crusader, Elizabeth Warren

She must be so proud to add another casket to her achievements.

Tonight at 3am, Spirit turns off the lights. 14,000 jobs gone. 30+ smaller airports lose service.

JetBlue offered $3.8 BILLION in cash to buy Spirit in 2022. Shareholders, flight attendants union, literally everyone voted yes.

The combined company would have held 9% of the US market against a Big 4 that already owned 80%.

For anyone who understands numbers: 9% isn’t a monopoly against 80%.

Warren said no.

She wrote letters. She pressured Buttigieg. Biden’s DOJ sued. A federal judge killed the deal in January 2024.

Her argument: the merger would cost consumers $1 billion a year.

Now look at her collateral damage she dusts under the rug.

510 pilots gone in the months after. 1,800 flight attendants furloughed in December.

14,000 jobs in 2023. 7,500 last week. Zero tonight.

And that’s just the people in Spirit uniforms.

Catering goes. Fuel guys go. Baggage crews, gate agents, airport coffee shops, hotels and rental cars in 70 cities Spirit flew to. Every airline job carries 3 more on its back.

40,000 people out of work because of one woman’s moronic crusade against the market.

And the math ain’t mathing.

Spirit abandoned 90 routes during the death spiral. Fares on those routes are up 14% on average. Oakland to Newark: $135 to $288. Fort Myers to San Juan: $92 to $219. Kansas City to Newark up 66%.

That’s reality. Not some BS number from a “study.”

So @SenWarren tell me how this saves the consumer money?

Cheap carriers in a market drop fares 21% across the board. Southwest did this in the 90s and saved Americans $68 BILLION over 20 years.

Warren killed it. That’s what moronic politicians led by socialism do.

Then with her own blind arrogance, she tweeted Spirit’s collapse is “a Biden win for flyers.”

A win.

14,000 people are reading termination letters tonight.

And she’s taking credit.

This is socialism in 2026.

A senator who’s never made payroll thinks she knows how to run a market better than the people who own and work in the company.

She saved you a billion on imaginary paper.

She cost you ten times that in real life.

She didn’t protect consumers from anything.

14,000+ will go from working to welfare.

She will make sure to blame billionaires, hardworking tax payers, AI, capitalism and whatever monster they will make up tomorrow hiding under your bed.

Higher taxes. Fewer jobs. More expensive everything.

She called it a win. I hope you enjoy winning.

[Marty Lund @mlund100]

@SenWarren @JetBlue @SpiritAirlines @JusticeATR @USDOT Congratulations on your destruction of 14000 Spirit jobs and thousands of others Prevent a merger with only 9% market share. @SenWarren you are loser … RESIGN

[Marty Lund @mlund100]

@GovofCO This is only power “generation”. Flip the chart to show “consumption” and the vast majority of Colorado is natural gas - we buy from other states/countries at premium price. Irresponsible notice by Gov Polis only reflecting in-state power generation not in-state consumption,

[Marty Lund @mlund100]

@avidseries @TheRabbitHole Good follow 👍

[Isaiah L. Carter 🇺🇸 @IsaiahLCarter]

Go fuck yourself, Senator.

As a Black man, go fuck yourself.

Especially when I KNOW you're attempting to triangulate Black people into giving Third World ILLEGALS voting rights, so YOUR accursed political entity can stay in power forever and ever.

You're an evil man.

[Zeek Arkham 🇺🇸 @ZeekArkham]

Dear Chuck Schumer,

Hi. Black dude here. I can trace my family ancestry to slavery. I even know where they were slaves. My mom experienced Jim Crow. I think I’ve watched every episode of “Eyes On the Prize” when I was younger.

With that said…

Can you directly explain to me how the SAVE Act is “Jim Crow 2.0?” Literally every black person I know has ID. Literally every black person I know has a car or at least a ride. Literally every black person I know knows how to vote (well… except the ones with felonies… but they don’t count).

With your advanced white liberal thinking, you must know more than me. Apparently, as I experience daily on this app, white liberals are experts on being black; even more so than actual black folks. Perhaps you could explain it like I’m five. I’d look it up on the internet, but Kathy Hochul has already told me I don’t know what a computer is and Joe Biden said I can’t navigate it, anyway.

Looking forward to your answer.

No hugs.
Zeek

[Marty Lund @mlund100]

@hoffwil @johnrich Office Space on Steroids!

[Marty Lund @mlund100]

lol 😂 take 30 seconds of your day … petsmart actually rebranded approach in 2005 to change … 2nd video in series is worth a watch also 😆

[John Rich🇺🇸 @johnrich]

A question for the ages…Are pets smart? Or is it a mart for pets? 🤣👇

[Marty Lund @mlund100]

@GunnelsWarren @washingtonpost Bezos - paid personal taxes every year and companies paid income taxes per IRS standards - $billions paid in taxes - if that is bad then change income tax rates. “Wealth Tax” is stealing - no different than robbing at gunpoint.
And > 50% of govt discretionary spend is Fraud!