Endowment investor, father, husband to @sarahheer1. Passionate about liberty, investing, CFA/CAIA, sports. Amateur musician. All opinions my own

Chicago area
Questioning my intentions rather than addressing an argument will now be an instant block. I don't have time for it.
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This color revolution that Data Republican reported on began in 2016! Nada Zohdy, is at the Horizons Project. She was the past director of the Open Government partnerships hub, was also the Obama Foundations global network lead, and was at Rhize which was founded by Erin Mazursky. Soros linked Erin Mazursky, who is past USAID, l the Obama campaign, snd the Truman Project is the one who called for a color revolution and otpor on Trump right after the 2016 election. “Civic Hall member Erin Mazursky, the founder of Rhize, argues that “The rules have changed” and it’s time for a movement of movements in the United States.” Photo one is Erin suggesting a color revolution etc.. “The Rules Have Changed: How to Build a ‘Movement of Movements’ in the U.S. Our current styles of organizing will not work against him. We must embrace new models of movement-building so that we can leverage the newfound energy to fight back. We can also look to the Serbian Otpor! movement that took down their dictator in 2000, the 2004 Ukrainian Orange Revolution, the South African Anti-Apartheid movement, Tunisia’s 2010 revolution.” Linkie is Erin’s now deleted article. archive.is/w2Dkj Photo two is Erin communicating at Ushahidi which was at Obama’s Open Government Partnership. Where she mentions working with Soros Open Society and Kenya. This was all in my past work.
Replying to @DataRepublican
Horizons Project is Erica Chenoweth's brainchild, and brings foreign regime change techniques into the United States umbrella. Its goal is to "reimagine" the United States system of governance. Rear Admiral Mike Smith (RET), shown here, in addition to being NSL4A founder and leading the United Democracy Alliance under the Horizons Project "Big Tent" initiative... also leads Horizons Project's Insurrection Act Working Group.
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🚨🚨THE DEMOCRACY FILES, PART 3: AMERICA GETS THE FOREIGN-INTERVENTION TREATMENT 🚨 At what point does this become foreign interference of our elections? To back up: the main group that Danielle Reiff and the other ex-USAID workers belongs to, Renew To Thrive (R2T) / Renew American Democracy (RAD) have an explicit strategy document. That strategy outlines "preparing for the worst" which includes the Insurrection Act or "election meltdown," and their goal is to get "structural reform" in place by that - a polite way of saying our Constitutional Republic has to be overhauled. In July 2026, R2T/RAD invited foreign state actors to share experience with the American community, for the express purpose of operationalizing their expertise right here in the United States. All actors had experience in international community assisted transitions (I'll let you figure out what that is a code word for). The disturbing part, though, is that all of the foreign actors' recommendations were implemented right here in America. You may have seen news headlines like: - Restore trust in processes - Increased election security, increased legal presence at polls - Democratic officials hold tabletop exercises - Judges prepare for post-election challenges To be clear, this video doesn't prove that this meeting specifically caused this cascade of escalations. But what it shows is that the democracy-promotion playbook the U.S. spent decades exporting, with situation rooms, observers at every polling place, prebunking and litigation paired with street mobilization, is now being run on America's own election. The same people are running it, and they're taking advice from the foreign actors the U.S. once backed. Now when you look at officials talking about independent watchdogs or tabletop exercises... know that it's because they are now treating the United States midterms exactly the same as they'd treat elections in a third world country. And I think more than a small part of them are hoping that it does become a self-fulfilling prophecy as it has in so many of those countries. (For context, my book Unelected documents that so-called "election meltdowns" are precursors to transitions of power via color revolution.)
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As many of you know, in recent days Data Republican has been releasing transcripts, videos and audio recordings of a group of groups plotting to use violence to force President Trump to take protective actions (i.e., the Insurrection Act) that will result in the overthrow of our Constitution in favor of the will of Democrat governors. These groups include former USAID employees and other ex-national security officials, and the plans they discuss are straight out of the color revolution tactics, techniques and procedures those same people have been using for decades to overthrow foreign governments unfriendly to the USA. This is the biggest news story in decades, right? Yet no one in the mainstream media will touch it. Except to defend it. See the below headline from today’s Washington Post (I’ll link to the full article below). The plotters behind this effort are obviously alarmed by the recent public uncovering of their conspiracy, so they have done what any reputable Democrat determined to overthrow the electoral choices of the American people would do: run to a friendly press outlet to drop a soft-pedaled puff piece to run top cover for their efforts, and blame Trump. If you read this article, it does not talk about a coup conspiracy. Instead it talks about a bunch of well-meaning, patriotic, anonymous ex-national security officials simply trying to protect America from the evil dictator Trump destroying “our democracy.” This article itself is straight out of the color revolution tactics—it’s propaganda designed to condition a populace to accept illegitimate actions. The Washington Post is part of the plot. Stay frosty, friends. This will get worse before it gets better.
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What a lede from @TheEconomist
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Absolutely incredible… "Wedgewood Polls" just admitted they are a fake polling firm and made up their polls. Their fake polls have been posted in both the NYT and Nate Silver’s averages.
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The biggest charitable donation of all time from @elonmusk ..and these two hate it. Predictable, but sad to see. @karaswisher goes as far to say "it's a ridiculous waste of money" and "only one share?" and "I fault him for it". I used to think when you pick a political party your IQ goes down 20% now I think it's closer to 50%. podcasts.apple.com/us/podcas…
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Two Kenosha brothers who paid $1,000 each for a Milwaukee Brewers "Timeless Ticket" more than a decade ago say the team isn't fully honoring the promise that came with it — the chance to sit in the best available seats for a game as big as the World Series. More at the link in o
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That's an amazingly broad set of supporters. I love it.
NEWS: 19 FORMER ECONOMIC AND NATIONAL SECURITY LEADERS ENDORSE THE BIPARTISAN PERMITTING REFORM BILL Today, a group of former Cabinet members and White House principals across seven Democratic and Republican administrations sent a letter calling on Congress to pass BAAJA. Here are the signatories: Janet YELLEN, Michael R. POMPEO, Steven T. MNUCHIN, Leon E. PANETTA, Timothy F. GEITHNER, Henry M. PAULSON, Jr., Robert E. RUBIN, Stephen MIRAN, Jared BERNSTEIN, Tyler GOODSPEED, Jason FURMAN, Glenn HUBBARD, Laura D’Andrea TYSON, Michael J. BOSKIN, Jeffrey ZIENTS, Jake SULLIVAN, Brian DEESE, Larry KUDLOW, Allan B. HUBBARD Key highlights from the letter: 1. “We are not building infrastructure fast enough to remain globally competitive… The median time for a new power plant to move from an interconnection request to commercial operation has more than doubled, from less than two years for projects built between 2000 and 2007 to more than four years for projects built between 2018 and 2024. 2. China has built more high-voltage transmission in the last fifteen years than the U.S. has built in all of its history... In 2024, China accounted for 31.5% of global knowledge- and technology-intensive manufacturing value added, compared with 20.7% for the United States. 3. Federally funded or permitted projects require NEPA review, but private projects often do not, creating a threat of failure precisely where the government is trying to be proactive, strategic, and engaged. 4. A project that spends years awaiting approval must continue carrying development and financing costs while remaining exposed to rising input costs. The IEA reports that prices for utility-scale transformers increased 26% in 2024, while lead times for some transformers have stretched as long as six years. 5. Mining projects also face tremendous uncertainty: a 2026 study by researchers at the Colorado School of Mines found that permitting for modern mining projects takes an average of 5.5 years, rising to 8.9 years for contested projects. The U.S. currently has the second-longest mine development timeline in the world. 6. The Bipartisan American Affordability and Jobs Act is the most significant bipartisan legislative effort that Congress has undertaken in decades to tackle these challenges. 7. BAAJA addresses key constraints stifling American industry by requiring interregional transmission planning, strengthening the federal backstop for nationally significant transmission lines, and creating a faster, more predictable process for connecting new generation to the grid. 8. BAAJA also makes permits more durable by imposing tighter timelines for litigation and limiting frivolous lawsuits that can halt projects indefinitely, while preserving community input and judicial review of substantive agency decisions.” The letter was organized by @arnabdatta321 on behalf of @IFP and covered exclusively by the WSJ this morning.
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Monocle Man retweeted
The Tribune has a few "sob stories" about shoplifters who they suggest may go to prison. The paper doesn't name them. We figured out who they are. And let's just say the Tribune left out a LOT about their histories. We'll be giving you the full picture. #ImAjournalism
In Cook County, felony case filings and prison admissions for retail theft have risen sharply since 2024, according to data reviewed by the Tribune. chicagotribune.com/2026/10/2…
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Monocle Man retweeted
Underappreciated how much the shale revolution unlocked the AI revolution.
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The wealthiest Americans pay almost all taxes as is. The problem is not and has never been that they don't pay enough, it's that the government spends way, way, way, too much. The fix is not even higher taxes, it's basic sanity around spending.
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Still one of the best moments in a business interview ever.
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this California wealth tax thing is just incredible. so in October 2025, a California healthcare union proposed a "one time" 5% tax on any billionaire's wealth. the ballot measure will be voted on next month. In early December 2025, California announced that it would be a retroactive tax if passed, applying to anyone with CA residency as of Jan 1, 2026. The objective is to pay for Medi-Cal, California's incredibly dysfunctional healthcare system. (which also functions as a glorified welfare apparatus, but that's a discussion for another time). polls reveal that the CA electorate is split around 50/50 on the tax, but prediction markets only give Prop 40 a ~23% chance of passing (there are competing measures on the ballet that would nullify it). there are 200 billionaires in CA, worth collectively somewhere between $2.3 and $2.6 trillion. 5% of that is around $100b, accounting for a small amount of attrition. proponents of the tax forecasted a significant windfall, assuming only a 10% departure rate. supporters thought they were being clever with the retroactive concept. no billionares would leave CA in the few short months between the tax being proposed and the residency cutoff date, without the tax even having passed yet, right? well as it turns out, they did. a new paper [1] from two academics at Stanford called "The Net Present Value of the California Billionaire Tax Act", argues that not only did more billionaires leave due to the proposed tax than its proponents expected, but that the value of the tax, if it does pass, is actually negative. proponents of the tax only assumed 10% avoidance, that is, only 10% of the taxable base of targeted billionaires would leave CA within the very short Oct-Dec 2025 window. Jaros and Rauh, the Stanford academics, find that a lower bound of 28.6% of the taxable base managed to leave. just based on known departures, those departures total $577b in net worth, or $28.8b in potential tax lost. this of course does not capture everyone (many left without announcing their departure), so the authors normalize to departure rates estimated from other wealth tax events, and apply other discounts for litigation, arriving arrive at a figure of only $28-$36b in forecasted tax revenues. but this isn't all! all of the income taxes paid by the departed billionaires are also forsaken. the authors estimate that CA billionaires pay $3.3- 5.8b in annual income taxes. they assume a midpoint of $2b lost in annual collections from departed billionaires. the net present value of that lost income stream is -$68.9 billion. so when you add it all up you get: + $30b one-time tax windfall (estimated) - $69b in present value of lost future income taxes = - 38.9b overall net present value of the tax of course, this analysis is highly estimate driven. the authors simulate the parameters 100k times and find a negative NPV of the implemented tax 85 percent of the time. and if the tax doesn't pass, which it's not looking like it will, California still ended up losing at least $577b in departed net worth, and they have permanently poisoned the well with entrepreneurs who will now worry about future wealth taxes. [1]: nber.org/system/files/workin…
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Monocle Man retweeted
Obamacare premiums are paid with after-tax dollars. In the top brackets you have to earn the premium + 50% to cover it. $2k/mo requires $36k in pretax income to get a $20k deductible. Over 5 years it's a down payment on house all down the garbage. Scam.
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People don’t want to hear this, but the change in value of their converts and other securities is a good (not bad) thing and should be excluded…
The Anthropic Iceberg
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🚨🚨THE DEMOCRACY FILES, PART 2: WHEN AND HOW TO DECLARE THE FEDERAL GOVERNMENT ILLEGITIMATE 🚨 Some questioned whether a group of 200 ex-USAID officials could actually pull off their ambitions to rewrite the Constitution. Here, they describe exactly how it works. They aren't working alone. The videos all come from Renew to Thrive (R2T) group and associates. Danielle Reiff and Paul Zeitz play key roles within R2T. R2T sits inside a much, much larger umbrella called United Democracy Alliance (UDA), which is an extremely hush-hush control plane of leaders from major "blocking" NGOs such as 50501 and Indivisible fulfilling various functions. UDA decides when protests get deployed, timelines, how to respond, all that. R2T's role within UDA is concerned with "the day after tomorrow" - in other words, their function is to conceive what a rewritten American government will look like after the rest of UDA fulfills its purpose. As will be shown, Erica Chenoworth is credited with conceiving UDA in the first place under the Horizons "Big Tent" initiative. Note here that National Security Leaders for America (NSL4A) is credited for operationalizing UDA. NSL4A is a group of 1,600 ex-military, intelligence, and diplomatic officials. They are led by Rear Admiral Michael E. Smith (Ret). NSL4A also played a key role in the "illegal orders" messaging which targeted Pete Hegseth. Zeitz is also a member of NSL4A. It must be emphasized that the choice of a military-oriented organization to coordinate NGOs across domestic protests is an interesting one all in itself - especially in an umbrella conceived by a regime change expert like Chenoworth. You will have a hard time finding any mentions of UDA in the public. They are extremely hush-hush and selective who they talk to. Mike Smith himself makes a personal appearance in other calls, coordinating Insurrection Act exercises and roleplaying with R2G as one of the participants. As the audio transcript shows, they have outlined a sequence of "redlines" in which case the federal government should be declared illegitimate. Invoking the Insurrection Act against "peaceful" protesters is one of the most discussed redlines. I will post the illegitimate criteria below, but basically, almost any effective pushback against NGOs is a measure of illegitimacy according to them. Important to understand: The audio shows they shopped this idea around governors, but the reality is that governors do not have to explicitly sign on to the pact to play their role in the coup. All they have to do is refuse troops in their state and let UDA / R2G do the work of dissolving the federal government.
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shockingly bad strategy from the Falcons cost them the game first half plays: 4 Bijan runs: 12.8 YPC, +0.55 EPA, 100% success 2 BRob runs: 0.5 YPC, -1.35 EPA, 0% success 14 Penix att: 4.2 YPA, -0.34 EPA, 14% success 12 total rushes all game! #1 fewest in NFL 71% first half early down pass rate #1 highest in NFL absolute insanity
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"If you’re going to tell people the truth, be funny or they’ll kill you." ~Billy Wilder
If you're not allowed to joke about it that means the jokes about it are especially good ones.
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Eagles medical staff has him listed as probable
Is Kim Jong un dead?
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This is art
Chipotle has a huge locker room issue on their hands
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