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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The first element of the discussion was here {GO DEEP}.  A short follow up is prudent.

The word “normal” is no longer politically correct to say.  The cultural Marxists have manipulated language to fit their needs; however, there is a need to stop pretending, therefore it becomes necessary to stop playing by their stupid rules and talk to each other in ordinary terms.

You are likely a person of normal disposition.  You go about your affairs with an outlook of decency and general respect toward the goals and aspirations of others.  You have the ability to remain emotionally stable, ignore the swirling nonsense of idiots, boil down the issues to their most common attributes and go about finding the best optimal solution for the events in your life.

The people in Washington DC are not normal. Not like that. If they perceive an event to have negative impact upon them, they cannot independently remain stable and deal with the issue on a level of solution they can independently create.  When they encounter a negative situation, they need to pull other people into the quicksand of their gibberish and stupidity in order to avoid accepting that they are less capable.  At a cognitive or psychological level, this is a defense mechanism.

DC operates like a school of fish stupid fish, a tribe that swarms together looking for consensus which allows them to not hold responsibility for their own shortcomings.  They view systems as solutions in order to avoid responsibility.  They are not emotionally stable, cogent, capable or independent thinkers.  They require tribalism to avoid what they lack.  These are not stable people.

This is not a blanket statement that would be considered hyperbolic.  Every entity, every individual person within the bubble of DC, cannot fathom self-reliance.  It is a concept as foreign to them as the distinction between a ‘constitutional republic’ and a ‘democracy.’  This is not a mistake or flaw in their perception and mindset, this is the reality of how their brain synapses fire.  This is who they are.

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Sheesh, this family.  According to reporting from the New York Post, Hunter Biden’s oldest daughter, Naomi Biden, Joe Biden’s granddaughter, went to work for DC-based law firm Arnold & Porter immediately after Biden was inaugurated.

While working for the firm as an “international arbitration associate”, Naomi Biden represents the interests of Peruvians in an energy dispute and lawsuit.  Naomi Biden lived in the White House from August 2022 to March 2023.

No word on whether she registered under the laws of the Foreign Agent Registration Act (FARA).   The IRS investigators of Hunter Biden were blocked by the DOJ from interviewing Naomi.

This is multiple layers of sketchy.

(New York Post) – Hunter Biden’s eldest daughter Naomi worked as a lawyer on behalf of the government of Peru around the same time she was living at the White House with her granddad, President Joe Biden, a review of public records shows.

Naomi Biden, 29, joined the Washington DC-based law firm Arnold & Porter in January 2021 — the same month Joe Biden was sworn in as the nation’s 46th president.

She had previously been a Summer associate at the firm in 2019.

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With Donald Trump holding an unbreakable majority lead with the base voters, and with Nikki Haley now surging to take the lead over the Never Trump Republicans, Ron DeSantis is watching his lane disappear.

Last night, in a desperate move to appeal to the left, Florida Governor Ron DeSantis appeared on HBO with Bill Maher to defend Joe Biden from criticism.   Mr. Maher was more than happy to bring up the issue of 2020 “election deniers” like Kari Lake, and DeSantis was more than willing to join the Maher parade.

Amid DeSantis’ 12% support system, there was likely a percentage of Trump supporters who were willing to grant benefit of doubt; that segment will likely now disappear. WATCH:

Think about it….  DeSantis claims, without evidence, that he alone would have possessed the fortitude and determination to push back against the entire global professional medical establishment during the 2020 COVID-19 madness, and yet he buckles on the soft ball about the 2020 election fraud.  This guy is as phony as the Sea Island/Jeb Bush operation behind him.

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