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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Not only does she check all the progressive boxes needed to keep the various subsets of coalitions together, black, lesbian, abortion specialist etc; but Laphonza Butler also comes from the ideological stable and network of Barack Obama/Oprah Winfrey and was a former advisor to Kamala Harris.  The fact that Butler lives as a registered voter in Maryland was a trifle issue of no consequence, all things considered.

The announcement before Dianne Feinstein is even buried is simply a reflection of how the Obama network views people as disposable once their usefulness is exhausted.  The media need to play up the “narrow margin, votes are needed” angle in order to pretend the impropriety is unavoidable.

(VIA POLITICO) – California Gov. Gavin Newsom will appoint EMILY’s List President Laphonza Butler to fill the seat of the late Sen. Dianne Feinstein, elevating the head of a fundraising juggernaut that works to elect Democratic women who support abortion rights, according to a person familiar with the decision.

Newsom is moving swiftly to name the next senator, two days after Feinstein’s death and just as a perilously split Congress narrowly averted a government shutdown. Senate Democrats are in need of every vote in the closely divided chamber.

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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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The truth has no agenda, and it certainly doesn’t care about your feelings. Remember that, because it is the core of this assembly.

RFK Jr. recently spoke of internal polling showing that his third-party independent run would pull more votes from Trump than Joe Biden.  Many people refused to believe the statement and demanded to see the polling.  Well, here it is:

[SOURCE]

You will notice the Joe Biden percentage of voters (38%) doesn’t change when Robert Kennedy Jr. is added to the equation as a third-party independent candidate.  However, the Trump support drops from 40% to 38%, essentially wiping out the lead that President Trump would hold in a general election over Joe Biden.

Given the intellectually honest assessment that RFK Jr., as an independent run, could never win the general election, it may annoy some people to accept his decision to run as an independent only carries one motive – to reduce the Trump vote.  However, as much as you may not want to accept that reality, the data is clear – and it makes sense.

Many right-leaning or politically homeless Trump voters have spent a great deal of time celebrating the positions of RFK Jr. and projecting a positive opinion toward him.  After thinking positively about him for so long, having to accept that RFK Jr. may not be as decent, honorable and/or altruistic in his intentions can be a painful admission.  I get it; but the reality of the situation doesn’t change.

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There are no elements to this farce of a judicial proceeding which will survive appellate court review.  The entire motive and process is easily identified by any intellectually honest person as a complete sham and legal clown show, intended to advance extreme ideological Lawfare.

President Trump delivered remarks and held an impromptu press conference during the recess of the court. President Trump is furious at the ridiculous nature of the proceedings and the judicial activism that is on display. WATCH:

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The fact that some professional Republicans are just as gleeful at this nonsense effort, is perhaps just as infuriating as the visibility of the corruption itself.   Our constitutional republic cannot withstand this level of tearing at the fabric of our nation.

Sure, Barack Obama, David Plouffe and the extreme leftist radicals and communists don’t care; this we all understand.  However, pay close attention to the Machiavellian Republicans, the so-called “conservatives” in our national leadership, who will sit quietly, passively and willfully blind as this insanity is advanced.

All the banks and lenders did their own due diligence on financing terms with Donald Trump.  All operational loans and Trump Org. business loans were paid back.  There were no defaults or banking interests adversely impacted. There are no victims of what the State calls “fraud,” yet this judge is ruling the Trump organization must dissolve all business interests in the state and exit within 10 days.

New York Attorney General Latisha James campaigned for office with promises to target the Trump Organization and Donald Trump himself.  This is malicious Lawfare in the extreme.

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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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Shortly before RFK Jr stated that he would be announcing a run for president as an independent candidate, he appeared on a podcast to discuss the possibility of leaving the Democrat ticket. {Rumble Link Here} Mr Kennedy said his campaign had done research on the impact to the 2024 race if he ran as an independent.

Within the interview RFK Jr shares that his private polling reveals he takes more votes from Donald Trump than he does from Joe Biden.  Thus, having seeded the background for favorable republican support, running as an independent now becomes the most effective way to stop Trump. WATCH:

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In case you are coming in late to this story, what RFK Jr outlines is exactly what I shared earlier. {Go Deep}

With his son’s wife working for the CIA, the strategic influence operation becomes much easier.  The principal doesn’t need to be an active participant in the op in order to benefit the goal.  RFK Jr sees his impact against Donald Trump in 2024 as a net positive.  There’s the justification in a nutshell.

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House Speaker Kevin McCarthy appeared on Face the Nation and Fox News to respond and defend himself from the UniParty accusations of Matt Gaetz.  As McCarthy stated in both interviews, he believes his job is not to represent Republicans, but rather as House Speaker he is to represent the interests of all Americans, including communists.

McCarthy knows the Democrats will protect him, as long as he continues making secret deals with them.  This is his shield against the removal threats of Matt Gaetz and other MAGA republicans in Congress.  Speaker McCarthy knows how to fly the UniParty vulture with both wings flapping in unison.  However, the Democrats visibly supporting him may present a problem, thus the next element of his discussion.

To retain his America-First Bonafides, McCarthy now links any Ukraine funding to the border security position.  McCarthy’s connection of the two issues is not related to a strategic legislative effort to get the border secured, but rather as a mechanism to allow him to fund his Ukraine priority.  Attaching border security measures gives him the cover, to provide the Ukraine funding.  WATCH:

MARGARET BRENNAN: Good morning and welcome to Face The Nation. Congress has done it once again. They’ve kicked the proverbial can down the road passing a 45 day funding bill to keep the government running. Now the deadline for getting spending bills passed is November 17th. Joining us this morning, the Speaker of the House, Kevin McCarthy. Good morning, you’ve had a heck of a week.

HOUSE SPEAKER KEVIN MCCARTHY: Yeah.

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This is good stuff. Brutally good stuff.  I’m going to begin by repeating what I said last week.

I do not know if Matt Gaetz is the worthy Ty Cobb of Republican politics or not, but I do know he is currently one of the only people that is not pretending.  That elevates him in my view.   Oh sure, he’ll probably acquiesce to the pressures and sell out just like the rest of them, but right now – in his best form – Matt Gaetz has dropped the pretense, and that has sent the machinery of the DC Republican system into fits of apoplexy.  Good.

I’m at the point of frustration with this nonsense where apoplexy, anger and visible ‘losing their sh*t’ makes me smile.

As CTH has outlined for well over a decade, the last federal budget that went through the appropriations process, passed both chambers and was signed by a president, was the fiscal year 2008 budget signed in September 2007 by George W Bush.  Every single budget from that moment to today has been a series of continuing resolutions, omnibus spending packages (mini and regular) and baseline budgeted CR extensions.  So, when Gaetz says it needs to stop, he’s holding the righteous high ground, and it doesn’t matter which congressional or media voice tries to say he’s wrong. He ain’t wrong.

Today, Gaetz said he’s willing to do whatever it takes, to see Kevin McCarthy taken down -OR- forcibly propped up by the Democrats in congress.  Which, I might add, will highlight the exact nature of the UniParty construct with a clarity not before understood by the majority of Americans.  Go for it, Matt… Make it happen. WATCH:

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STAY STRONG MATT! 

Gaetz was also on CNN giving Jake Tapper a case of the vapors. 😂🤣😂

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First the backdrop.  Let us not pretend a confluence of events do not all go in one direction.

U.S. troops are conducting military exercises in eastern Moldova {link}.  The CIA and State Department are the operational mechanism for all Ukraine military operations, and in total control of the Ukraine government {link}.  American contracted mercenary troops operating in Ukraine are being treated at U.S. military hospitals in Germany {link}.  U.S. military operations are flying drone missions above Ukraine, and U.S. satellites are coordinating the battlespace.  Additionally, the U.S. is sending Abrams tanks, F-16 fighter jets along with support and training teams, and long-range missile launching systems into Ukraine. {link}

For all intents and purposes, the U.S driven NATO military forces are already actively engaged in Ukraine.

Simultaneously, the Dept of Defense {link} and CIA {link} have announced the deployment of advanced artificial intelligence operations for U.S. internet systems. That creation aligns with the Dept of Homeland Security organizing “homeland intelligence experts” {link} to control and monitor public information and shape U.S. public opinion.  All of this is happening under the guise of national security.  We have the COVID-19 backdrop to identify the public-private partnership approach to controlling information.  This same process can easily be deployed to cover Ukraine sensitive content.

There’s your backdrop with citations.  Now, given all of that, doesn’t the alignment of the demonstrable datapoints all flow in one unilateral direction?

The British are now saying the quiet part publicly and out loud:

The Telegraph – In an interview with The Telegraph, [Defense Secretary] Grant Shapps said that he had held talks with Army leaders about moving “more training and production” of military equipment into Ukraine. He also called on more British defence firms to set up factories in Ukraine.

Following a trip to Kyiv last week, Mr Shapps also reveals that he has talked to Volodymyr Zelensky, the Ukrainian president, about how Britain’s Navy could play a role in defending commercial vessels from Russian attacks in the Black Sea.

Both moves would mark a significant escalation in the UK’s involvement in defending Ukraine against Vladimir Putin’s onslaught. Speaking in his first newspaper interview as Defence Secretary. (read more) 

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