Osman Bowser

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Exxon Mobil has shut down one of the largest diesel refineries in the Midwest, which produces ~11 million gallons of gasoline and diesel fuel per day, due to outage issues.

This comes as diesel prices have already surged nearly 90% this year and the US has entered peak diesel demand season.

We expect to see diesel prices push toward $7.00/gallon.

[Osman Bowser @osmanbowser]

Basically $WU management recognizes that the business is declining. Less remittances and demand.

So they are working on acquisitions to strengthen their business and get into new lines (crypto, LATAM via Intermex).

M&A and leaning into the synergies of Intermex deal seem to be the focus. Because they know cash payments are on the decline.

[Osman Bowser @osmanbowser]

Basically $WU management recognizes that the business is declining. Less remittances and demand.

So they are working on acquisitions to strengthen their business and get into new lines (crypto, LATAM via Intermex).

M&A and leaning into the synergies of Intermex deal seem to be the focus. Because they know cash payments are on the decline.

[Santiago Pliego @SantiagoPliego]

“Past a certain valuation, not having regulatory capture can be a bad thing.”

[@jason @Jason]

Get ready for all of the investors in frontier model companies to suddenly flip to regulatory capture mode today

Their investments in frontier model companies are currently at risk/capped because the biggest buyers of tokens are embracing open-source models: vertical AI companies, the government and enterprises

That’s all this is about: stopping open source — which I’ve been saying on the pod for two years

If you want safety, you want disclosure — and open source is the ultimate disclosure process

[MenchOsint @MenchOsint]

⭕️ Additional missile launches from Yemen towards Taif & Khamis Mushait, likely targeting King Fahd & King Khalid Air Bases.

[unusual_whales @unusual_whales]

"Bank of Japan set to raise policy rate to 1.25% next week," per Nikkei.

[Thomas Chua @SteadyCompound]

The news is paid to make you act. Your portfolio is paid when you sit still.

[Cameron Teich @TheCameronTeich]

The idol of retirement is eating our inheritance.

The notion that a man’s final decades belong to leisure is a modern invention with no basis in Scripture.

Patriarchs do not check out. They govern, counsel, build, and provide until they die.

Selling your business to fund your comfort while your grandchildren start from nothing is not a reward you earned. It is dereliction to your descendants.

[Osman Bowser @osmanbowser]

@TheStockGuyTV https://t.co/dtPGMH355j

[Shaun Ladd @ShaunLadd]

What if it's a founder and not even an influencer 🤔?

[Rep. Nancy Mace @RepNancyMace]

You do not get to hold two flags and one office. Not in Congress, not on the federal bench, and not in the Oval Office.

We introduced a constitutional amendment to settle this once and for all: no dual citizenship, no foreign allegiance, no split loyalty anywhere near the pillars of American power.

Serve America or serve somewhere else. Not both.

This is about whose interest they have in mind once they are sworn in. The Constitution should say what should have always been obvious: America comes first.

[B. Light 🇺🇸 @Bfor1A]

Washington has perfected socialism for politicians…enormous salaries, lavish benefits, lifetime perks and absolutely ZERO requirement that the customer (taxpayer) receives anything resembling representation. What a racket.

[The Conservative Alternative @OldeWorldOrder]

RONALD REAGAN: "Without God, this nation will not & cannot long endure."

[The General @GeneralMCNews]

BREAKING: Pflugerville, Texas, canceled its Flock camera program after discovering its data was being accessed nationwide by 450 agencies.

[Inspector General Anthony D'Esposito @USLaborIG]

@RichardHanania Protecting American workers from fraud and abuse is literally my job. Sorry the title confused you.

[House Republicans @HouseGOP]

The only thing communism has ever distributed equally is misery.

[Rep. Andrew Clyde @Rep_Clyde]

Never forget: Our rights come from God, not government.

It’s the government’s duty to protect, secure, and restore our rights.