GV

A Trump insider opened a $51,000,000 oil short position — hours before Trump announced a ceasefire with Iran. This guy is now 16 for 16. $170 million in profit. A perfect streak. This is not a talented trader. "We placed the bet." "The ceasefire dropped." "We cashed out." Sixteen times in a row. That is not skill. That is not instinct. That is not research. That is someone who knows what is coming before it comes. Think about what that actually means. A private individual is placing a $51 million bet that oil prices are about to collapse — hours before a sitting president announces a ceasefire that collapses oil prices. Not once. Sixteen times. Zero losses. There are only two explanations and both should terrify you. Either someone inside the White House — or with direct access to it — is leaking ceasefire negotiations to traders before diplomats, before the press, before the American people hear a single word. That is insider trading. That is corruption. That is a federal crime. Or the timing of the announcement itself is being shaped around the trade. Which is worse. This is not a genius investor who reads the news faster than you do. The news hadn't happened yet. He wasn't reading the news. He was getting a phone call. While Americans were watching the ceasefire announcement and feeling relieved — somebody already knew. Somebody had already bet $51 million on it. And somebody was already counting their winnings. You are not watching a free market. You are watching a White House with a side hustle. Via~ Really American

Holy toldeo! The liberal for WI Supreme Court exceeded Harris 2024 by 21 points. Largest liberal win in an open seat in 30+ years. GA-14, the Dem, exceeded Harris by 25 pts. Largest Dem special overperformance since AL 2017 Sen. All suggests an easy Dem win in the House.

Governor Spanberger just signed 4 deals, bringing $7.1 billion in investment and 3,250 new jobs to Virginia. → Avio USA: $537M, 1,500+ jobs → Hitachi Energy: $457M, 825+ jobs → Eli Lilly: $2B, 450+ jobs → AstraZeneca: $4B Business is booming in Virginia!!!

One of the best things that could happen in the USA is for one of our dead broke states with underfunded pensions and bloated, incapable bureaucracy to go bankrupt. Like CA, or IL or NY. And for the federal government to sit back and let it happen. Only something dramatic, the collapse of a large state, could send the kind of shockwave that might shake up the system and force efficiency on all levels of government. Seeing the consequences could shake people out of complacency. Consider that DeSantis has apparently cut the debt of Florida in half in 7 years. Good governance goes a long way. And a bankruptcy of a terribly run state would bring that into stark relief.