This is layers of odd.  As many readers are aware, the prices of fertilizer have skyrocketed as supplies have been heavily impacted by increased energy costs and supply chain issues.  Many people have worried if a shortage of fertilizer may impact farm yields this year.

Against this backdrop CF Industries, one of the world’s largest manufacturers of hydrogen and nitrogen fertilizer, is warning its customers that Union Pacific Railway Lines is now restricting the amount of container tonnage they will permit.  [Press Release Here]

CF Industries Holdings, Inc. (NYSE: CF), a leading global manufacturer of hydrogen and nitrogen products, today informed customers it serves by Union Pacific rail lines that railroad-mandated shipping reductions would result in nitrogen fertilizer shipment delays during the spring application season and that it would be unable to accept new rail sales involving Union Pacific for the foreseeable future. The Company understands that it is one of only 30 companies to face these restrictions.

CF Industries ships to customers via Union Pacific rail lines primarily from its Donaldsonville Complex in Louisiana and its Port Neal Complex in Iowa. The rail lines serve key agricultural areas such as Iowa, Illinois, Kansas, Nebraska, Texas and California.

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One week from tomorrow the presidential election in France will be decided.  Polls put the race between Marine Le Pen and Emmanuel Macron in a statistical dead heat, and combined with the recent Hungary election outcome – that has many bureaucrats in the EU very twitchy.

No doubt this race would have major ramifications if Marine Le Pen could end up victorious.  Factually, the Western alliance military operation in Ukraine could fundamentally change.  A post-COVID shift toward increased nationalism in France and the European Union would be very problematic for the forward plans of the professional political class and corporate globalists.

ASSOCIATED PRESS – […] If Macron falters in France’s April 24 presidential runoff between the two, the far-right could be at the helm of the European Union, an abhorrent idea to most leaders in the bloc.

Experts say a win for Le Pen would have immense repercussions on the functioning of the EU. Not only would her coming to power damage the democratic values and commercial rules of the bloc, but it would also threaten the EU’s common front and sanctions in response to Russia’s war in Ukraine.

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Joe Biden is visibly and cognitively impaired.  We can all see it, yet the powers in charge ignore it and pretend it doesn’t matter.  The Hunter Biden laptop was real, despite 50 former and current intelligence officials attesting it was “Russian propaganda,” and they pretend it doesn’t matter. For two years we suffered under ridiculous COVID-19 rules and fiats decreed by western officials, none of it was science-based, and they pretend it doesn’t matter.

In his weekly monologue, Neil Oliver walks through examples of the many naked emperors, and how we can see them completely exposed, yet they pretend it doesn’t matter.  Ultimately, Oliver asks if the feeble and cognitively impaired leader of the free world, while everyone pretends not to know it, is not representative of this 2022 we live in?  It does matter, and something is coming.  WATCH:

[Transcript] – “Remember 2019? Cast your mind back to that year, that oh, so recent time when everything was different. 2019 was not a perfect time, or a perfect world, but it was very different from this one of 2022.

In 2019 the rights and freedoms we’d had for years – and shamefully taken for granted – were still broadly intact, or so it seemed. The idea that we might not be free to be with loved ones, to hold the hand of a dying parent, to earn a living, to leave our homes for more than an hour a day, that taking a holiday abroad would be, for a time, illegal, would surely have been unthinkable.

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In the ongoing public battle over Twitter as a speech platform, one actual user of Twitter, Chris Bakke, wanted to see who exactly these Board of Directors are, who are attempting to stop Elon Musk from purchasing it.

Chris Bakke then noted how little of the actual stock is owned by the company’s Board of Directors.  Sans Twitter Founder Jack Dorsey, the combined ownership of the entire board equates to 77 shares of stock, worth around $3,200 bucks.

The Board of Directors [SEE BoD LINK HERE] consists of academics, tech executives, business and policy wonks, and a random baroness who doesn’t even use the service.  These are the people who are making fiduciary decisions for all Twitter stock owners without any financial stake in the decisions they make for the company.

(TWEET LINK)

BOARD MEMBERS – (2) Bret Taylor, Independent Board Chair; Co-CEO, Salesforce (former Google exec). (3) Parag Agrawal,CEO, Twitter. (4) Mimi Alemayehou, Senior Vice President for Public – Private Partnership at Mastercard. (5) Dr. Fei-Fei Li, Professor at Stanford (former Google exec). (6) Egon Durban, Co-CEO, Silver Lake. (7) Robert Zoellick, Former Chairman of the Board of Directors of AllianceBernstein Holding L.P. (8) Patrick Pichette, General Partner, Inovia Capital; Former Senior Vice President and Chief Financial Officer, Google. (9) Martha Lane Fox, Founder and Chairperson, Lucky Voice Group; Former Co-Founder and Managing Director of lastminute.com; Crossbench Peer, House of Lords. (10) Omid Kordestani, Former Executive Chairman, Twitter (former Google exec). (11) David Rosenblatt, CEO, 1stdibs.com, Inc. (former Google exec). (12) Jack Dorsey, Co-Founder, Twitter; CEO and Co-Founder, Square.

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…Rule two, there is no bigger rule than the first rule.

“It must be remembered that there is nothing more difficult to plan, more doubtful of success, nor more dangerous to manage than a new system. For the initiator has the enmity of all who would profit by the preservation of the old institution and merely lukewarm defenders in those who gain by the new ones.”

~ Niccolo Machiavelli

Never has that Machiavelli quote been more apropos than when considering the MAGA movement and the rise of Donald Trump.

Thankfully, we are now in an era when the largest coalition of American voters have awakened to the reality that, to quote the former president: “Economic Security is National Security.”

As we live through the economic mess of a Biden administration hell bent on eroding the middle class of the United States, there are numerous pundits contemplating 2024 Republican presidential candidates other than Donald Trump; consider this group the lukewarm defenders Machiavelli noted.

At the same time the leftist coalition, writ large, are apoplectic about the base of the Republican Party now belonging to Donald Trump.  This group consists of those affluent Wall Street agents and politicians set on retaining the profits derived from decades of institutional objectives.

Institutional Democrats hate Trump, and institutional Republicans are lukewarm, at best, in defending Trump.  Both wings of the DC UniParty fear Trump.  Extreme efforts at control are a reaction to fear.  In this outline, I rise to explain why Donald Trump is the only option for the America First MAGA coalition; and I make my case not on supposition, but on empirical reference points that most should understand.

Everything, is about the economics of it.

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CTH begins every outline of the ongoing Durham investigation with the following disclaimer:  How is John Durham going to reveal everything that is possible about the deep state Trump targeting operation, and simultaneously handle the involvement of Robert Mueller, Andrew Weissmann and the Special Counsel team who were specifically appointed to cover it up?

Thanks to a more detailed filing by John Durham last night {pdf here, h/t Techno}, we can now see the guardrails, rules and general direction the prosecution is taking.

In essence, the underlying Trump-Russia conspiracy theory material from the Clinton campaign, via Rodney Joffe to Michael Sussmann, was fabricated – likely for a dual purpose:

(A) to coverup and make excuses for the stunningly embarrassing, potentially unlawful and politically terrible April 2016 DNC email leaks, which showed the DNC Club internally working to secure the nomination for Hillary Clinton, while trying to destroy her primary opponent, Bernie Sanders.

and

(B) to create the political Russia narrative against Trump, to be deployed later in the general election.

Within the general direction Durham is following, the FBI was duped by a purposeful and manipulative intent from the Clinton campaign.  Meanwhile, the CIA [Agency-2] did not buy into the technological evidence saying it was not “technically plausible” and was “user created and not machine/tool generated.”   (more…)

Energy development companies had identified 744,000 acres of federal land which could yield significant returns for oil and gas extraction.  Today the Bureau of Land Management (BLM) authorized leases for 173 parcels on 144,000 acres; approximately 80% less than was identified by energy companies.  [BLM Press Release Here]

Dept of Interior Secretary Deb Haaland (pictured left) shared, “today, we begin to reset how and what we consider to be the highest and best use of Americans’ resources for the benefit of all current and future generations.”

The Biden administration, together with tribal leadership are concerned about environmental justice and sustainable energy equity for a host of multigenerational shareholder elements within the limited areas under consideration.

As the press release notes, “this pragmatic approach focuses leasing on parcels near existing development and infrastructure, such as gathering lines that can help reduce venting and flaring, and will help conserve the resilience of intact public lands and functioning ecosystems.

The new leases are mostly for areas where already existing oil and gas exploration is taking place, and the Biden administration has raised the federal royalty charges from 12.5% to a new 18.75%.   In order to keep upward pressure on gasoline prices, Green New Deal national target price $7/gal, the new leases will not be available until later this year.

[Media Article Here]

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Jumpin’ ju-ju bones, this is rather remarkable.  Two video segments from CNN today highlight just how horrible things are for Democrats this mid-term election year.  No amount of J6 leverage is going to offset the way Americans feel about Joe Biden.

Delivering a summary of the last four most recent and consecutive polls, even CNN had to report that President Joe Biden’s approval is the lowest ever for any president at this point in any presidency.  According to the CNN presentation, Joe Biden is “in a lot of trouble,” as outlined during a segment on CNN’s “New Day” with Brianna Keilar and John Berman.  WATCH:

The second segment is even worse news than the first.  In the second segment they take a look at all modern presidential polling and discover that Joe Biden has a lower approval rating than even Jimmy Carter in 1978.

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The information war continues raging….

On one battlefront, we have Elon Musk trying to push back against quasi-government control mechanisms that constrict information and the flow of discussion and ideas.  On a lesser, albeit similar battlefield, we see this.

DuckDuckGo used to be the preferred search engine for those who wanted privacy on-line and unfiltered, i.e. organic, search engine responses.  Unfortunately, CEO Gabriel Weinberg is now stating he will change the algorithm to remove independent information and media outlets and will replace them with only approved MSM results.

“Like so many others I am sickened by Russia’s invasion of Ukraine and the gigantic humanitarian crisis it continues to create. #StandWithUkraine️,” Weinberg tweeted on Wednesday. “At DuckDuckGo, we’ve been rolling out search updates that down-rank sites associated with Russian disinformation.”

Riddle me this my friends:  The White House has officially admitted to creating misinformation, disinformation and malinformation as part of their strategic campaign against Russia in Ukraine.  NBC news gleefully embraces the strategy {SEE HERE}.  However, the U.S. Cybersecurity and Infrastructure Security Agency (CISA) has an official agency mission {SEE HERE} to “help the American people understand the scope and scale of Mal, Dis, and Misinformation activities,” and Google/DuckDuckGo/Big Tech have officially aligned with both U.S. government interests, promising to target, remove and penalize any entity engaged in Mal, Dis and Misinformation activities.

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The social media and communication platform Twitter, responded to the bid by billionaire entrepreneur Elon Musk by announcing Friday the Twitter board of directors has unanimously adopted a “poison pill” defense in response to Tesla CEO Elon Musk’s proposal to buy the company and take it private. [LINK to Press Release]

Twitter said the move, formally called a “limited duration shareholder rights plan,” aims to enable its investors to “realize the full value of their investment” by reducing the likelihood that any one person can gain control of the company without either paying shareholders a premium or giving the board more time. Poison pills are often used to defend against hostile takeovers.

According to Twitter’s plan, if Musk or any other person or group acquires at least 15 percent of Twitter’s stock, the poison pill will trigger.

At that point, every other shareholder, aside from Musk, would be allowed to purchase new shares of Twitter at half the going market price, which stood at $45.08 at the closing bell on Thursday.

The flood of half-price shares would effectively dilute Musk’s ownership stake, making it massively more expensive for him to build up a controlling position.  Twitter said its board had voted unanimously in favor of the plan, which will remain in effect until April 14, 2023.

Obviously, the people in control of Twitter really do not want to lose control over the platform.  Elon Musk’s offer to purchase Twitter at $54.20 per share, represents a value of 38% more than his first shares purchased.  The public shareholders would make a sizeable return on their investment. However, the fiduciary responsibility of a board of directors to its shareholders is really not what this is about.

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