Real estate development, investor, weather enthusiast and family man.
My only account has a blue checkmark. Beware of impersonators.
No investment advice!
A message from @FRCdc@tperkins on my podcast to disgruntled Republican voters:
"There's a lot of things I'm not happy with, but here's how I look at it. Who do you want kind of leading Congress? Do you want Mike Johnson or Hakeem Jeffries? That's the bottom line. Whose policies are going to be more in alignment with what conservatives want? I can tell you, hands down, it's going to be Mike Johnson as the speaker. And I think he's done a remarkable job these last two years getting some things through.
Europe wants Beijing to voluntarily limit the number of EVs that come into Europe from China, in order to save their auto sector from complete collapse. However, Europe cannot force Beijing to limit the number of EVs that come into Europe from China, or Beijing might stop selling them carbon credit certificates that will result in fines to the EU automakers that will collapse the EU auto sector.
You would think that Europe would just get rid of the net-zero carbon regulations until they can stabilize their market and get back to a reasonable energy policy. Alas, that would mean reversing decades of climate change legislation. The preferred route is to ask Beijing to limit hurting them.
Think about this. It’s a remarkable mess, no?
Madness.
Yet, somehow, this same intellectual powerhouse is going to help solve the Ukraine-Russia conflict?
https://t.co/UlSksa96vz
People are always asking me about Republicans having a shot in California statewide elections.
I always come back with simple math. There are roughly as many registered Rs in the state as there were a quarter century ago. Every four years, 100,000 or more registered Rs find a home in another state. You’re already down 3+ million votes. So now, you gotta find another 100,000 or more just to get back to the 3 million deficit - OR you have to convert 1.5mm people to switch sides to tie the race. The math doesn’t work, not in the short run.
Now look at the Democrat problem in Texas. Texas grows by a million people every two years. So every midterm cycle they’re looking at probably at least 150,000 brand new (R) voters who moved there specifically because of political grievances with their former state. When they hear the war drums beating that Dems are going to ransack Texas, they immediately become the most “high prop” voters there are.
150,000 brand new R votes every 2 years is enough to cancel out and margin erosion in suburban counties and sponge up Travis/Dallas.
Plain old chalkboard math is as valid in election analysis as anything else.
Get the signal behind the move. NVDA, AMD, and AVGO are in focus. Follow sector themes worth watching. Get market updates in one place: https://t.co/2oJwbP72ko
Elissa Slotkin and the people who think like her are a more pressing threat to American citizens’ freedom than Vladimir Putin, and Vladimir Putin is a threat.
🧵🚨 MAJOR BREAKING: A $15+ MILLION DOE contractor and NoKings protest organizer with active nuclear security contracts is on camera recommending a color revolution "how-to" 🚨🚨
His name is Steven A. Cash. Former CIA officer (Balkans, Clinton era). Under Biden: Senior Advisor to the Undersecretary at DHS Intelligence & Analysis.
The day after Trump's 2016 election, Cash co-founded "The Steady State" — a network of more than 340 former intelligence community officials who decided Trump was an "existential threat".
When Biden won, the threat was gone. Cash went into Biden's DHS. His own words: "we disappeared."
Then Trump won again. "Suddenly the existential threat was back." The Steady State reactivated and is now a planning partner with NoKings. In the clip below, their meeting recommends "Bringing Down a Dictator" — the Otpor documentary about toppling Milošević — as "a how-to."
Meanwhile, Cash's company Deck Prism LLC holds $15+ million in Department of Energy contracts. Almost every one: sole-source or non-competed. One is for the National Nuclear Security Administration — our nuclear weapons program — justified because "disclosure would compromise national security."
His FEC records: 20+ donations over 20 years. 100% Democratic. Zero Republican. Including $1,001 to Kamala Harris on August 4, 2024, while his NNSA nuclear contract was active.
I have the USAspending receipts, the FEC filings, and him on camera twice.
As always, patience as I pull together the thread. 👇
🚨BREAKING — HUGE SCOTUS WIN: The Supreme Court 6-3 has GREENLIT the Trump administration's revamped SAVE citizenship verification database for states to PURGE the voter rolls of illegal voters during the 2026 midterms
LET'S GO!! 🔥
Liberals Jackson, Sotomayor and Kagan dissent, imagine that. They're pro-fraud!
The modified SAVE system allows state and local officials to conduct citizenship verification of registered voters, including through Social Security Administration records and SSNs
NOW PASS THE SAVE AMERICA ACT. Bulletproof our elections!
BOOM: @RonDeSantis gives the blunt truth
“If there’re things you wish Republicans would have done—well, they’re definitely not gonna get done if you put the DSA in charge!”
We can (and must) challenge R’s in the PRIMARIES—but the midterms are SURVIVAL.