muusmc 🇺🇦 🇺🇸 🏳️‍🌈 BLM

Life on the farm ain't kind of laid-back....#uniteblue....#Democrat...#MIZZOU forever... Chiefs of course…Dogs rule…but every farm needs cats…#RatVerified

[Angry Staffer @Angry_Staffer]

👀👀👀👀

[BrooklynDad_Defiant!☮️ @mmpadellan]

This clip, from Larry David's new show "Life, Larry, and the Pursuit of Unhappiness" is one of his FUNNIEST ever.

Awesome to have Rob Reiner as George Washington in possibly one of his final on-screen performances.

Cameo by Kimmel is chef's kiss.
RIP, Rob Reiner.

[muusmc 🇺🇦 🇺🇸 🏳️‍🌈 BLM @muusmc]

@Angry_Staffer Hmmm. $300B. Where will that come from?
Let’s see. The richest 1% got tax reductions.
What do the rest of us get? Stuck with the bill, that’s what!

[Peter Girnus 🦅 @gothburz]

I have three monitors on my desk. The left one shows the order book. The middle one shows Truth Social. The right one shows the investigation queue.

On April 21st, the left screen moved first.

I am a Senior Surveillance Analyst at a commodities exchange. I have held this position for nineteen years. My job is to monitor trading activity for suspicious patterns and generate compliance reports. I am employee of the quarter. I have a mug.

At 19:54 GMT on April 21st, someone placed 4,260 sell orders on Brent crude futures. They did this during post-settlement. The window after the market closes when daily volume is typically in the dozens. Sometimes single digits. Sometimes I watch the screen and nothing happens for forty minutes and I think about whether my daughter is happy.

On April 21st, someone placed $430 million in directional bets in 120 seconds during that window. One hundred and twenty seconds. I timed it on my watch because the system clock rounds to the nearest minute and I have found, in nineteen years, that precision matters to no one but me.

At 20:10 GMT, the President posted on Truth Social that he was extending the Iran ceasefire.

Brent dropped from $100.91 to $96.83.

I flagged the trade. I flag a lot of trades. I want to tell you what happens to my flags.

My flags go into a system called TRACE. Trade Review and Compliance Evaluation. I did not name it. The system generates a report. The report goes to a committee. The committee has a name I am not allowed to share but I can tell you it meets quarterly and the conference room has a credenza with bottled water that is sparkling because someone once put still water in the room and a managing director sent an email about it that was longer than most of my surveillance reports.

The committee reviews my flags. The committee has reviewed all of my flags. Here is the complete record of actions taken on my flags in 2026:

Reviewed.

That's it. "Reviewed" is a status. In compliance, a status is the absence of an action that has been given a name so it looks like one.

Let me show you my flags.

March 9th. Someone bet millions on oil falling at 18:29 GMT. Forty-seven minutes later, a CBS reporter posted that the President said the Iran war was "very complete, pretty much." Oil dropped 25%. Forty-seven minutes. I flagged it.

March 23rd. Someone sold 5,100 lots of Brent and WTI crude futures between 10:49 and 10:50 GMT. Fourteen minutes later, the President posted on Truth Social about a "COMPLETE AND TOTAL RESOLUTION" to hostilities. Oil dropped 11%. Over 13,000 contracts traded in sixty seconds after the post. Fourteen minutes. I flagged it.

April 7th. Someone established a $950 million short position in oil futures at 19:45 GMT. Three hours later, the President declared a two-week ceasefire. Nine hundred and fifty million dollars. I flagged it.

April 17th. Someone placed $760 million in bearish bets twenty minutes before Iran's foreign minister confirmed the Strait of Hormuz would reopen. Seven hundred and sixty million. I flagged it.

April 21st. The $430 million. Fifteen minutes. I flagged it.

That is $2.1 billion in directional oil bets in April alone. Every one of them landed on the correct side of a presidential announcement. Every one of them was placed in a window so narrow you could measure it in bathroom breaks. I flagged every single one.

The CFTC chair told a Congressional committee that his organization has "zero tolerance" for fraud and insider trading. I wrote that quote on a Post-it note and stuck it to my right monitor. The one that shows the investigation queue. The investigation queue has not moved since March.

Zero tolerance. Zero staff. Zero budget. Zero prosecutions under the STOCK Act since it was signed in 2012.

Fourteen years. The law has existed for fourteen years and has been enforced zero times. In compliance, we call that a compliance rate of one hundred percent. No cases filed means no cases lost. You cannot fail an audit you never conduct. We call that excellence.

Last month the White House sent an internal email to staff. I was not on the distribution list but I have read reporting on it and I need you to sit with what I am about to say. The email instructed White House staff not to use insider information to place bets on prediction markets.

The White House had to send a memo telling its own employees not to insider-trade.

I want you to read that sentence again. Not because the instruction was unclear. Because the instruction was necessary. Because someone in the building looked at the same pattern I have been flagging for months on my three monitors and decided the appropriate response was an email.

The President's son sits on the advisory board of Kalshi. He is an investor in Polymarket. Both are prediction markets. Both saw accounts created days before U.S. military action.

One account. I cannot stop thinking about this account. It was called "Burdensome-Mix." It was created in December. On January 2nd, it placed $32,500 on Venezuela's president being removed from power. On January 3rd, Maduro was seized by U.S. special forces. Burdensome-Mix collected $436,000. Then it changed its username. Then it disappeared.

One account is a coincidence. But there were six.

Six accounts were created on Polymarket in February. All bet on U.S. strikes on Iran by the 28th. When the President confirmed the strikes, the six accounts collected $1.2 million between them. Five of the six never placed another bet. The sixth went on to correctly predict the ceasefire date and made another $163,000.

My surveillance system logged all of this. My system logs everything. My system does not have opinions and neither do I. I generate reports. The reports go to committees. The committees meet quarterly. Between meetings, the windows get shorter and the bets get larger.

March 9th: 47 minutes. March 23rd: 14 minutes. April 17th: 20 minutes. April 21st: 15 minutes.

The window is compressing. In March, you had time to make coffee between the trade and the announcement. By April, you had time to send a text. By summer, at this rate, the trade and the announcement will be the same event.

The spokesman said any implication that administration officials are engaged in insider trading is "baseless and irresponsible reporting."

Then the White House sent the email again.

I have been in compliance for nineteen years. I have seen insider trading run out of strip mall offices by men who could not spell "derivative." I have seen pump-and-dump schemes coordinated over WhatsApp by people who used their real names. I have seen a man try to manipulate soybean futures from a Panera Bread.

I have never seen $2.1 billion in perfectly timed trades across five presidential announcements in a single month go uninvestigated.

But I have also never seen a compliance system work this beautifully. Every trade flagged. Every report filed. Every committee briefed. Every quarterly meeting attended. Bottled water: sparkling. Minutes: distributed.

Zero prosecutions.

As long as the flags go up and the cases don't, my performance review says I am meeting expectations.

I am meeting expectations. The system is meeting expectations. The $2.1 billion is meeting expectations. The fourteen-year-old law with zero prosecutions is meeting expectations.

The left screen moves. The middle screen moves. The right screen stays perfectly, immaculately still.

In my field, we call this price discovery.

[Kelly Grieco @ka_grieco]

10/ The throughline across all of this: the Pentagon is presenting outputs, not outcomes. Facilities struck, percentages degraded. The operational questions (what can Iran still do, where, at what altitude, and how fast can it reconstitute) remain largely unanswered.

[Anthony Scaramucci @Scaramucci]

Let me walk you through what happened one hour before Trump announced the five day moratorium on Iran strikes.

$1.5 billion in notional S&P E-mini futures contracts. Four to six times normal activity.

One hour before the announcement.

Simultaneously, $192 million in crude oil futures purchased at the same time.

They made between $300 and $400 million dollars off those trades.

Trump claimed he spoke to an Iranian official to negotiate the moratorium.

The Iranians said that person doesn't exist and the conversation never happened.

This is not the first time.

It has happened multiple times. He says something. The trade goes on. He says another thing. The market moves.

But whatever you call it — they are laughing at you and they are laughing at me while they do it.

Hunter Biden sold a painting and Washington lost its mind.

These people are making hundreds upon hundreds of millions of dollars trading on information that only exists inside the most powerful office in the world.

I think we are dramatically underreporting how much money is actually being made here.

This isn't politics anymore.

This is a financial operation running out of the White House.

[muusmc 🇺🇦 🇺🇸 🏳️‍🌈 BLM @muusmc]

@TheRealHoarse A couple of nights ago, I was standing in the dusk and an owl flew overhead, and it’s the right shape for a barred. Then another flew by and some short acrobatics ensued, involving both owls.
So, survival and hope here on our farm.

[muusmc 🇺🇦 🇺🇸 🏳️‍🌈 BLM @muusmc]

@TheRealHoarse A story to comfort you possibly. Last month a barred owl flew into my storm window and somehow managed to perch there for several minutes with wings spread and face plastered against the glass. Quite startling. So I began looking and listening, and yes one lives here. 1/2

[Acyn @Acyn]

Moskowitz: Allegedly, Corey Lewandowski was shaking people down. He was saying, ‘If you want a contract, you’ve got to go hire this firm.’ That $100,000 number we heard, where anything over $100,000 had to come to Kristi Noem’s desk—well, it turns out it did go to her desk, but Corey Lewandowski was sitting at her desk.

And that was really all about Corey being able to see where the money was going so that he knew who, allegedly, to go shake down. You don’t know who to shake down—you don’t know who to force to hire you as a lobbyist—if you don’t know who’s owed money from the department. That obviously created a tremendous amount of bureaucracy and slowed the department down as well.

Then he put his minions in all of these places—on the procurement teams—so he would have insight into procurement. He could tell them: this goes to that company, this goes to that company.

The committees are going to ask for bank records. They’re going to see all sorts of things. I think what we’re going to find is that his wealth has increased dramatically.

[Mitch Goldich 🐙 @mitchgoldich]

The biggest game of the first round is on Friday, when Long Island battles Arizona for iced tea supremacy

[Shanaka Anslem Perera ⚡ @shanaka86]

Right now, in barns and equipment sheds across the American Midwest, farmers are making the most consequential decision of this war. Not generals. Not senators. Farmers.

At $683 per ton urea, corn economics have collapsed. Nitrogen is the single largest input cost for corn production. At pre-war prices a farmer could justify 180 pounds per acre and expect a margin. At $683 the math breaks. Soybeans fix their own nitrogen from the atmosphere through root bacteria. They do not need the molecule trapped behind the Strait of Hormuz. The seed decision is being made this week across roughly 90 million acres of American cropland. Once the planter rolls into the field, the choice is irreversible. Corn seed in the ground stays corn. Soy seed stays soy. The acreage allocation locks in.

USDA Prospective Plantings reports March 31. That report will tell the world how American agriculture responded to the Hormuz blockade. But the decisions it captures are being made now, in conversations between farmers and agronomists and seed dealers who are looking at nitrogen prices and making the rational economic choice: plant the crop that does not need the input you cannot afford.

Every acre that shifts from corn to soybeans tightens the corn balance sheet for the rest of the year. Corn feeds livestock. Corn feeds ethanol. The Renewable Fuel Standard mandates 15 billion gallons of corn ethanol annually, consuming roughly 43 percent of the US corn crop regardless of price. That demand is inelastic. If acres shift and production falls while the mandate holds, corn prices spike. Feed costs spike. The protein cascade reverses. The US cattle herd sits at 86.2 million head, a 75-year low. Poultry and pork margins that were benefiting from cheap feed compress when corn crosses $5 per bushel.

This is how a naval blockade 7,000 miles from Iowa reaches the American grocery shelf. Not through oil. Not through shipping. Through nitrogen. The farmer cannot afford the molecule. The molecule cannot transit the strait. The farmer plants soy instead. The corn supply tightens. The ethanol mandate consumes its fixed share. The remaining corn reprices. The feed reprices. The meat reprices. The grocery bill reprices.

The decision is not political. It is arithmetic performed on a kitchen table by a person who needs to plant in three weeks and cannot wait for a ceasefire, an escort convoy, or an insurance normalisation that the Red Sea precedent says takes years.

The deepest penetrator in the American arsenal cannot reach a sealed Iranian doctrinal packet. But the fertiliser price it failed to resolve is reaching every planting decision on 90 million acres of the most productive farmland on Earth.

The war’s most irreversible consequence is not happening in a bunker. It is happening in a barn. And by the time USDA publishes the data on March 31, the seeds will already be in the ground.

Full analysis in the link.
https://t.co/iFmUcarGdV

[Sama Hoole @SamaHoole]

Doris shears approximately 3-4kg of wool per year.

Doris does not experience this as a political statement.

Doris experiences it as relief.

The shearer arrives. The shearer shears. Doris stands with the specific stillness of an animal that has done this many times and has concluded it ends well.

The wool leaves the farm. It goes to a mill in Yorkshire that has been processing British wool since 1887. It becomes yarn, then fabric, then a garment that will last twenty years if treated with basic competence.

The polyester fleece on the chair opposite requires petroleum, a cracking facility, a polymer production plant, a spinning mill, and produces microplastics every time it is washed that end up in the water table and eventually the food supply.

Doris requires grass, rain, and the shearer once a year.

We have banned the import of new petrol cars by 2030.

We have not reconsidered our relationship with polyester.

Doris is available. Doris has been available for approximately four thousand years.

Doris will be in the field.

Waiting.

[Bill Kristol @BillKristol]

“Spending three days on the ground brought home something that may not be obvious from afar: Minnesota, especially the Twin Cities, has been—and still is—under a paramilitary occupation in which the federal government is at war with the population.”

https://t.co/PusBzwIfRp

[Oklahoma Department of Wildlife Conservation @OKWildlifeDept]

I have an intern now so ... WE'RE BACK WITH VDAY CARDS 🧵

[Brian Allen @allenanalysis]

Ossoff just said the quiet part out loud.

MAGA promised a movement for working people.
Delivered the richest Cabinet in American history.

Billionaires. Hedge funders. The Epstein class.

While rural hospitals close. Wages stagnate. Families fall behind.

And somehow Steve Bannon is supposed to sell this to factory workers.

This is the opening. If Democrats run on real economic populism, they win everywhere.

Credit to @RoKhanna for building this lane.

[Chris Murphy 🟧 @ChrisMurphyCT]

Good morning. The President of the United States was in the middle of the most serious child sex trafficking ring of the last quarter century.

He is referenced not a dozen times in the case files. Not 100 times. Not 1,000 times. He’s referenced 38,000 times.

[unusual_whales @unusual_whales]

Buttigieg: In a country that amended its constitution so you could not purchase a beer and then realized it was a bad idea and amended it back, surely we can have an amendment clarifying that a corporation is not a person and money is not speech.

[muusmc 🇺🇦 🇺🇸 🏳️‍🌈 BLM @muusmc]

😂 If your satire and real events ever coincide, let’s hope the number of Stephen Miller’s days are in the low single-digits!

[Bill Kristol @BillKristol]

I obtained, through the deepest of deep state sources and the most concealed of Never Trump conspiracies, a double-secret transcript of Donald Trump's phone call this morning to his chief of staff, Susie Wiles.

BLUF: Stephen Miller's days are numbered.

https://t.co/aS34JldGFB