I wasn’t going to write about this, but so many requests and contacts have come in, and considering that my background conversations with people are leading to actionable positioning, that I feel it is only fair to share publicly what I am analyzing privately.

The predicate for all assumptions is several fold: {Go Deep One} and {Go Deep Two}. Most of the financial groundwork for analysis already exists. In summary, Elon paid $44 billion for the platform. Current valuations are around $15 billion.  Current debt service is $1.5 billion/yr (roughly $100m/mo).  Current expenses include $100m/yr AWS, $100m/yr Goog cloud (both contracts), +payroll and misc.

Approximately 9 months ago, Musk had $1 billion in cash reserve for Twitter.  The burn rate deficit was roughly $100m/month. That put timeline estimates for an inflection point on/around October 2023.  It is now October 2023.

Approximately a week ago, Twitter CEO Linda Yaccarino made a bold statement.  Yaccarino stated that from her review of the current status, Twitter would start to turn a profit in the first quarter of 2024 {link}.  However, with $100 million per month in debt service alone, this statement seemed too far of a stretch.  At pre-musk levels of revenue, maybe; but that $1.5 billion debt service is a heavy nut to carry.

Timing – Remember, it’s October.  Last Friday, the Securities and Exchange Commission (SEC) gave special regulatory approval to Bill Ackman’s firm, Pershing Square (hedge fund), for a new investment vessel called SPARC, whose purpose is to invest in private companies in order to take them public.  As noted by CNBC, “In a SPARC, investors will know what company the financing vehicle would be used to merge with before they have to pledge their investments.”  The financial mechanism avoids some of the issues with typical IPO’s.

•It’s October, inflection time.  •Yaccarino says a strategy is underway for profitability in Q1 2024.  •Ackman gets SPARC approval, and then suddenly:

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Comrades, all your speech are belong to us…

In order to control information that may be averse to the regime in charge, various totalitarian government operations require registration.  The registration process generates a permit that can then be leveraged against any operation that doesn’t conform to the regime fiats.

A few days ago, the North American hub of speech and information control known as Canada, announced that all internet hosting platforms that give voice to podcasters must register with the government.

Additionally, it appears that any podcast who wishes to provide information must also register.  The users and viewers do not need to register, only those providing the content.

Gee, I wonder who the core target is here?

CANADA – Today, the CRTC is advancing its regulatory plan to modernize Canada’s broadcasting framework and ensure online streaming services make meaningful contributions to Canadian and Indigenous content.

On May 12, 2023, the CRTC launched its first public consultations. After thoroughly examining all the evidence on the public record, including over 200 interventions, the CRTC is issuing its first two decisions.

First, the CRTC is setting out which online streaming services need to provide information about their activities in Canada. Online streaming services that operate in Canada, offer broadcasting content, and earn $10 million or more in annual revenues will need to complete a registration form by November 28, 2023. Registration collects basic information, is only required once and can be completed in just a few steps.

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Wow, does this video ever reflect the state of our corrupted judicial system within a nation that is frayed and collapsing from the radical use of activist Lawfare in litigation against political enemies.

In a New York Civil case against President Trump where the judge is attempting to banish the Trump business from the state, activist Judge Arthur Engoron invited the media into the courtroom so he could emphasize the circus atmosphere and generate extreme gleefulness and antagonism toward courtroom events.

As the media clamored for video and still pictures of President Trump and his lawyers in court, Judge Arthur Engoron, then removed his glasses, smiled and posed for the cameras as if President Trump was a trophy on display.  This is insanity in the judiciary and seemingly intended to provoke extreme backlash.  WATCH: 

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This judge is not a person of stable disposition.

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There’s no pretending or pulling punches in Neil Oliver’s monologue this week. In fact, the theme of blood and carnage weaves throughout the presentation as Oliver walks through some recent events in the UK, Canada, Ukraine and the United States.

Dissident Oliver puts the cost of this western global political effort into a very human context, and asks ‘what do we care about‘, as we allow this to continue.  The examples he cites are very real and very much related.  WATCH:

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Eloquence in litigation is an art form.  Court motions and pleading that blend eloquence with deliberate and diplomatic snark are masterpieces.  Thus, the exceptional nature of President Trump’s response motion to the demands of a gag order by Special Counsel Jack Smith is a master class in linguistic evisceration.  I stand impressed.

As some, perhaps more than a few readers here will remember, I have studied the written motions of one specific DC litigator enough to detect his presence, form and style.  Please do yourself a favor and read the 25-page response motion HERE and raise a glass.

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I am not a lawyer, and I did not stay at a Holiday Inn last night.  However, I have spent thousands of hours reading court filings, and one specific style of writing is very familiar to me.  If this is not from the ghost pen of Eric Dubelier, then whoever did write it has trained his/her argumentative intellect on the same turf.

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There are a few interesting aspects about this Harris/Messenger poll [DATA HERE] that merit some discussion. First, the poll itself is a large sample size with solid cross tabs and demographics. This is not a media poll.

Second, the sample of independent voters is slightly less than norm. That means the actual reality of the Trump -vs- Biden portion of the poll is better than the result that is reflected. Independants increasingly favor Donald Trump. That said, this poll affirms previous recent polling showing that Trump is widening his lead amid all of the key demographics that matter. All good news for team Trump.

The poll, taken September 13-19 among 3,015 registered voters, found that Trump led Biden, 46%-41%. The margin of error was plus or minus 1.8 percentage points. (link)

[Data Link]

On the Republican primary it’s not even close, and even more people are starting to wonder now why any challenger remains in the race.  With a clear party frontrunner this far ahead, all of the gnat challengers are simply hurting themselves. The longer this continues the more diminished their influence.

The donors and billionaires have come to the same conclusion, as shared in a rather lengthy NBC report yesterday. It’s not the campaigns. It’s not the consultants. It’s not the candidates….  It’s the voters.  The formidable scale of the MAGA base voter has just worn down the Republican Party apparatus.

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The British tabloid, The Sun, comes out with another story against the Rumble video platform today, receiving considerable condemnation for the threats and implications that appear to be coordinated by the Murdoch network.

The original sketchy hit against Russell Brand came from the Murdoch owned publication The Sunday Times.

The British Parliament then weighed in, demanding that Rumble deplatform, censor or demonetize Mr. Brand.

The Sun tabloid is now claiming that Rumble will be “regulated by UK media watchdog Ofcom under the new Online Safety Bill, which was approved by Parliament last week and is due to become law next month.”  Additionally, they claim, “failing to co-operate with Ofcom could put Rumble executives at risk of arrest if visiting Britain, it has been suggested.”

That latter claim is pure fear-porn, driven by interests who want to control the overall internet content of information on behalf of the Public-Private partnership, technically government.

However, look closely at the alignment of interests pushing this anti-Rumble narrative, and you will note something very interesting.

The Associated Press is pushing a story today that Rumble’s relationship with the Fox News Business GOP debate implicates the Republican Party with, “far-right extremism, bigotry, election disinformation and conspiracy theories.”  The Fox Business News network is owned by Rupert Murdoch.  Noticing anything yet?

Stay with me, this is going to get interesting…..

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Most people say the DNC 2024 candidate will be determined by a DNC primary process.  My response:

Pish-Paw! You think the party that kills babies, sterilizes young boys and cuts the tits off young women are going to restrain themselves to cultural, political or electoral norms in 2024? GTFOH. The DNC nominee will be decided by a vote of delegates at the convention in Chicago.

My gut instinct tells me Joe Biden will deliver a magnanimous speech written for him saying he is not able to accept the nomination, perhaps with a medical narrative attached, and therefore the baton must be handed to a new generation of progressive leadership.

This approach resets the entire narrative and deflated dynamic within the DNC electorate.  Immediately an infusion of energy will be created to propel the appointed baton owner into the stratosphere with intense media promotion.  Thrills up legs will be had, and the real 2024 race will begin. Prepare your affairs accordingly.

WASHINGTON – President Biden’s reelection campaign is sending California Gov. Gavin Newsom (D) to the Republican presidential primary debate to lead response efforts.

Newsom will be on the ground in Simi Valley, in his home state, to push back on Republican comments and highlight anything the Biden team deems to be extreme rhetoric out of the debate. The governor will lead that effort alongside Biden-Harris campaign manager Julie Chavez Rodriguez and Democratic National Committee Chairman Jaime Harrison.

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From real life requested conversations in the last few days, some of the discussion is worth sharing.

Knowing who you are, I mean really knowing what your core center of values and purpose is about, is very important as the storms of constructed chaos swirl around us.

Like a national hurricane, everything swirling around us seems chaotic and mad right now. The chaos is purposeful and comes from a multitude of directions almost simultaneously. However, also like a national hurricane it is possible to stay calm in the eye of the storm; but only if you are truly centered to the guiding elements of life that create the core purpose.

Faith in a loving and purposeful God grounds the soul to the truest of true things. Do not diminish this importance.

Those who use the skills of division to achieve their chaotic purpose, well understand that isolation -the dark imagining- first begins with a rejection of God. Therefore, put God into everything; spend time with Him, and not just at the prescheduled times of worship. Put God into your life, keep Him there, and take purposeful action in every moment to ensure the armor plate He provides is with you. No weapon formed against you shall prosper.

Once you have that anchor solidly in place, then resolve to maintain your core values. “Resolve” is a misunderstood word; it is not a static sensibility. Resolve is an action-oriented word that takes thought, practice and internal reminding mechanisms. The core values are not only what you believe, but also who you are, who you present yourself to be to those around you.

Standing steadfast with your guiding principles and values in place, then establishes your ability to withstand chaos and remain on mission. Your family, friends, allies and supporters will navigate the crisis as long as you are resolute. This doesn’t mean you are not flexible, flexibility to the dynamics of the moment is necessary. However, holding that true compass heading will keep your purpose well defined.

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The Sunday Times, a Rupert Murdoch publication in the U.K, published a hit piece against Russell Brand accusing him of rape and sexual assault 20-years ago.  It did not take long before the accusations triggered the cancel culture and YouTube demonetized the actor and pundit.  Russell Brand has vehemently denied the allegations.

However, in a remarkable escalation the U.K Parliament is now targeting Russell Brand.  The British government has sent a letter to U.S. social media companies, including video platform provider Rumble demanding they take action against Brand.  Not only is the British government targeting an individual and demanding action over an unproven allegation, but they are also sending a letter to the U.S. company demanding acquiescence to their censorship demand.

Standing solidly on the side of freedom, Rumble said no. However, now Rumble is the subject of a global smear campaign using a variety of media outlets and constructed controversies.  Today, Russell Brand responded to the overall effort by the British government. {Direct Rumble Link}  WATCH:

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