The United States always comes out better off than other countries from world crises because everything other countries do is in function of what the US does.
Alabama
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Steve Osborne retweeted
My photo comment to every post I see for the next 24 hours saying that President Trump is “weaponizing the Justice Dept against his political enemies”
That’s what they did to him in 2017 and they are finally being held ACCOUNTABLE.
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Steve Osborne retweeted
🛑 Since USAID was defunded:
- Rap music is dead
- DNC is broke
- Communists have lost Venesuela, Columbia, Ecuador, Chile, Honduras, Bolivia, Peru, Costa Rica and Brazil is next
- U.S. Border is CLOSED, migrant caravans are gone
- Nationalists are winning across Europe
- CNN sold
- Jimmy Kimmel and Stephen Colbert’s shows canceled
- Dylan Mulvaney and Elliott Page can’t find work
- Lizzo can’t sell an album
- Nike stock collapsed
- No more hurricanes
- No more plant based meat
- The McRib is Back
Got what I voted for again 🥇
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Steve Osborne retweeted
The deception and lies did not begin with the Minsk Agreement. There is substantial evidence that U.S. Secretary of State James Baker gave Soviet leader Mikhail Gorbachev assurances in February 1990 that NATO would NOT expand eastward.
However, whether those assurances amounted to deliberate deception has been long debated. The declassified documents establish that the assurances were made. What they do not conclusively establish is that Washington deliberately intended to deceive Moscow when they were given.
There is NO QUESTION that James Baker actually made that promise in February 1990. On February 9, 1990, Secretary of State James Baker met Soviet leader Mikhail Gorbachev in Moscow to discuss German reunification and the possibility of a united Germany remaining in NATO. Baker proposed that NATO’s jurisdiction would not move one inch eastward if Moscow accepted German reunification within NATO.
The American memorandum of the meeting records Baker saying:
“There would be no extension of NATO’s jurisdiction for forces of NATO one inch to the east.”
This was not merely a casual remark. Baker was exploring a diplomatic arrangement designed to secure Soviet acceptance of German reunification.
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That moment when John McCain in Kyiv in 2013, was openly boasting on CNN that the US delegation was there to "orchestrate" a regime change in Ukraine?
He flaunted it, with Victoria Nuland at his side, actively manipulating the overthrow of the democratically elected President Yanukovych.
No subtlety.
No pretense.
Just raw, brazen intervention.
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Steve Osborne retweeted
Try forming a military alliance with China, then propose that Mexico join it, support a coup in Mexico that overthrows the democratically elected pro-American president, move into Mexico, and start arming and training its army, despite US protests and warnings…
... and you will see what happens.
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Steve Osborne retweeted
When Ukraine used an unsuspecting driver carrying truck full of explosives, on a bridge full of civilian traffic, causing an explosion that took 5 innocent lives, it was a cause for a celebration, but when Russia attacked a bridge with precision, and nobody died, it's terrorism.
This you?
This particular example is one of my favorites, since a number of prominent pro-Russian accounts love to tout the "newly minted peacemonger" Iuliia Mendel.
This you?
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Steve Osborne retweeted
Ukraine blew up bridges back in 2022.
Russia has EVERY RIGHT to destroy bridges across Ukraine.
No double standards.
Iuliia Mendel
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Steve Osborne retweeted
After 5 years, Russia has finally started to strike the bridges in Kiev.
Something the Americans did on day one in Yugoslavia, Iraq, Iran, laos, Syria, Vietnam, Cambodia, Myanmar.
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Steve Osborne retweeted
Whatever you may think of Russia, or of how much it has changed over the past half-decade, there's an irony here worth noticing.
It's impossible to imagine a reporter from a Russian state broadcaster (contrary to some beliefs, Vesti still has journalists in the UK) being afforded the same access to doorstep Britain’s foreign secretary in London and interrogate him at length about British conduct abroad.
A testy exchange after BBC correspondent Steve Rosenberg doorsteps Sergey Lavrov at the Valdai Discussion Club outside Moscow. Here’s a transcript:
BBC: “Russia and the West are trading accusations, the West is increasingly accusing Russia of waging a hybrid war against [other] European countries [and] you recently accused the West of using brute force. So first, on this idea of hybrid warfare, do you accept that Russia is waging a covert hybrid war against [other] European countries? And if so, why?”
Lavrov: “You mean when we shoot down drones and missiles that Britain and continental Europe give Ukraine, which they then use to attack us? Is that what you mean by “hybrid warfare”?’
BBC: “Not at all.”
Lavrov: Well, if you accept that your weapons are being used to attack us, and we shoot those weapons down, call it whatever you want, but as far as I’m concerned, there’s no question that [Western] Europe is waging a war against us. We’ve been saying that for a long time.”
BBC: “And on brute force, you accuse the West of using brute force?”
Lavrov: “I don’t actually remember using the phrase “brute force.””
BBC: “You said the West resorts to brute force.”
Lavrov: “Well, what was what happened in Venezuela, soft power? Or brute force? What happened to the Nord Stream pipelines, was that soft power or brute force? When Iran’s leadership was bombed and killed along with their families, including children, wasn’t that brute force?’
BBC: “But doesn’t Russia use brute force every day in Ukraine?’
Lavrov: “If by that you mean destroying infrastructure that the Nazi regime, with Western support, uses to wage war against the Russian Federation, then yes, we use brute force to eliminate that direct threat to us.”
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Steve Osborne retweeted
If you're under 40, I’m warning you NOW.
Elon Musk basically said the EASIEST way to get GENERATIONAL WEALTH is to buy AI bottleneck suppliers.
Here are 7 stocks that can 10x in the next few years:
1) SpaceX
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Steve Osborne retweeted
Big number. Anthropic's IPO prospectus puts its potential SpaceX compute bill at $84.5B, nearly double SpaceX's earlier figure.
per The Information.
The confidential filing, reported by Reuters, covers Nvidia-based capacity through 2029, and Anthropic can cancel most of that spending with 90 days' notice.
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Steve Osborne retweeted
Inflation usually ends a business cycle because it increases wage pressure and rate hikes drive up interest costs.
Both higher wages and higher interest expense compress profit margins and that leads to layoffs and a pullback in capex.
This cycle, despite 30%+ cumulative inflation and 500bps of rate hikes, both wages and interest expense fell as a share of corporate top-line, leading to an increase in profit margins, and thus, no end to the business cycle.
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Steve Osborne retweeted
I’m Irish too. For a supposedly neutral country, we have a remarkable number of people who regard the shortage of enemies as a problem requiring urgent attention.
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Steve Osborne retweeted
The rush to money markets and cash-like ETFs is real.
Septemberphobia is also real. What if all the bad things they keep telling us will happen are overblown once again and the right tail risk how we should be thinking?
Amazing chart from @MacroCharts in his note today that makes you wonder.
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Steve Osborne retweeted
Community Notes truly are great
Kicking out the free press is what fragile authoritarians do. Not American presidents. instagram.com/reels/DdovJZPT…
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Steve Osborne retweeted
GREGORIO CASAR: “When somebody’s health insurance cost goes up $500 a month because of Donald Trump’s policy…”
RFK JR: “The health insurance companies’ stocks rose by 1000% after Obamacare was passed.”
“The money was not going to Americans. It was going to THEM, and it was YOU who did it.”
[See chart at end of video]
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Steve Osborne retweeted
Rate of change matters.
Equities start to care when the 10yr has a 2 standard deviation move, which equates to roughly 50 bps over one month or 30 bps over two weeks.
We are getting there: currently the 10yr is now up ~25bps in 2 weeks, and 35bps in the past month.
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Steve Osborne retweeted
🚨 RUBIO JUST SAID THE NUMBER THEY NEVER WANTED ON TV 🚨
Americans work 40 years.
They retire.
Social Security: $800. $900. A thousand a month.
Somebody who got here from Cuba three months ago: $1,500 a month.
Marco Rubio said it out loud.
“So imagine if you’ve been working here for 40 years and your Social Security check is smaller than the benefits going to a 28-year-old, able-bodied person who just got here. That’s real. That happens. That’s happening every day. That makes no sense.”
You paid in.
They landed.
They beat your check.
That’s not compassion.
That’s a slap in the face with your own tax dollars.
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