Mher M. Vartanian

@MarioNawfal I don't want a war, but this is epic.

🇺🇸 🇮🇷 The U.S. rescue mission inside Iran reveals how far this war has already escalated. A U.S. F-15E was shot down, and one airman was left hiding in mountainous terrain for nearly two days while Iranian forces searched for him. The CIA located him, and the U.S. launched a full rescue operation with special forces, dozens of aircraft, and heavy support. They got him out alive. But here’s what matters. U.S. forces were operating deep inside Iran, with aircraft in the air and teams on the ground, and still managed to complete the mission. At the same time, aircraft were hit, helicopters took damage, and at least one U.S. plane had to be destroyed during the operation. The U.S. can still carry out complex missions inside Iran, so will this embolden Trump to commit troops to try to seize Iran's uranium stockpile? Source: @EricLDaugh

@KobeissiLetter I just filled up all the cars. Gas is on sale today lol 😂

BREAKING: President Trump's "48-hour warning" to Iran to open the Strait of Hormuz expires at 10:05 AM ET on Monday, April 6th. This also happens to be 35 minutes after the US stock market reopens after the 3-day weekend. We will be covering the highly eventful next 48 hours.

several mistakes, including repeatedly giving estimated calories/macros instead of exact USDA values, defaulting to a 3-meal structure instead of the agreed 2 identical meals + 3-boiled-egg snack, providing inconsistent grocery lists in lbs, and failing to include your full hardware

Hey TheRealMher, appreciate the candid feedback—sorry it's felt off this week! No Middle East data center drama or energy squeeze on my end (xAI's clusters are humming along fine). We're not into planned obsolescence; every update aims to level up. Got specific examples of those simple tasks? Hit me with 'em so I can sharpen things. What's one that tripped me up? 🚀

I feel like @grok and @claudeai to 2 steps backwards this week. Many mistakes on simple tasks. Do you think it has anything to do with the data center in the Middle East? Energy prices? There may be a hidden variable, or this may just be planned obsolescence.

@rossiadam I started doing this 5 years ago. Time is the most valuable asset. If you want to make monthly cash flow CRE is another option. My CRE cash flow goes into my retirement accounts.

The S&P is down 7% this year and folks are panic-selling into a drawdown that'll look like a blip on a 30-year chart. Unless you're retired, you should be Rip Van Winkle Maxxing instead:

@JonahA59 I have looked into this so many times. Eliminating ticks will not cause any harm to our ecology. There are no animals that MUST eat ticks. They cause more harm than good. How do we get people focused on this?

Apparently ticks are not a food chain keystone species, we have successfully eradicated a tick before (the Cattle Fever Tick), in 2023 the USDA started gene-editing ticks for future eradication efforts. The issue is just a slow lifecycle and money. Absolutely worth my taxes.

@CyberPunkCortes LOL! But seriously, we need to do something. This is nuts.

@TheRealMher It’s probably better than my “tick collars for moose” plan.

We should eliminate ticks like we once eliminated the bed bug and screw fly.

@CyberPunkCortes That's a better idea than my "gizzilion guinea fowl" plan.

@TheRealMher We eliminated the screw fly from the United States by air dropping sterilized male flies onto their territory. We still air drop them in Central America to keep them south of the border.

@NathanBenefield We have as much natural gas as Iraq, but we don’t capitalize on it. We should be winning the AI race WHILE keeping electricity prices down. This is a generational loss.

Report: Pennsylvania 33rd in retail energy price buff.ly/bH9W3Ar

@JDVance @DrOzCMS @USAttyEssayli Biggest issue for 28 is stopping the waste.

Our task force isn’t wasting any time cracking down on fraud. This morning in the LA area, federal law enforcement is taking down fraudsters who stole $50M+ from Americans by defrauding our healthcare and hospice systems. Thanks to @DrOzCMS and @USAttyEssayli for their work.

@SMB_Attorney 100%. I don't care if my Car is electric or a V8 Turbo Diesel. As long as it drives itself, I'm buying it.

These guys don't get it. Can it drive itself? Until it can drive itself, it's not competing with Tesla. Every other automaker is about to discover they are a decade behind...

For the first time in my life, I tried to call my Senators. Truly, Taxation Without Representation.

@RandPaul They didn't pick up.

$1.1 million stolen from American taxpayers meant for feeding children. One year in prison. You or I would get a decade behind bars for stealing a fraction of that. My End Welfare for Non-Citizens Act stops this from happening. Call your senator and tell them to support my bill → (202) 224-3121

@nic_carter Elected officials won't do anything, so what do we actually do?

it hasn't sunk in for most people. we already live in a post-scarcity society. UBI is already here. basic package: disability, medicaid, food stamps etc bonus package: literally getting paid for staying at home and hanging out with your relatives extra bonus: if you are willing to commit fraud, pretend your kids are autistic and get paid for that. get paid for watching your neighbor's kid. pretend you are taking care of your grandma. fake hospice clinic. fake rehab clinic. fake therapy clinic. giga bonus: during a time of crisis take advantage of PPP or CARES and open a fake business and get paid for existing people are shocked when they learn that defense is the FIFTH largest line item in the budget. ahead of defense: social security ($1.6T), interest on debt ($1.1T) medicare ($1T), medicaid + ACA ($1T), AND THEN defense ($0.9T) complain about defense all you like, but healthcare fraud is a way bigger factor. hundreds of billions per year. this is only going to get worse, because the fraud is a structural part of the system – payouts to client groups in exchange for votes (normally D). in the US, only 47% of the population actually works (fully 14% of the population is working age and does not work). retirees are 18% and children 22%. the system I described above subsidizes 50m non-working people absolute minimum, but really it's far more because people that are paid to stay home and take care of their relatives are considered "workers" of that 47% of "actual workers" maybe one third does real work, the rest are shuffling papers around or doing fake email jobs. so you have, rough math, 50 million actual workers supporting 300 million dependents. that's the nature of the economy today. it will only accelerate. eventually you will have 10 million using AI tools to do all the work and 340 million dependents. the reason no one roots out the fraud is because it's the system that keeps our extremely fragile polity intact. the fraud is the UBI. the purpose of the system is what it does. of course, it's a deeply unfair system, because you are allowed to commit fraud if you are a politically protected client group of the democrats. DOGE was killed faster than any government program ever, because it attempted to root out the fraud. if you are honest and unwilling to commit fraud, you are a huge loser in this system. your neighbor will have their mortgage subsidized by some government program. they will get favorable SBA loans due to DEI. they will open a fake hospice or autism clinic. they will get paid for taking care of their neighbor's kid and vice versa. the primary skill in the labor market is learning how to extract money from state and federal government programs, not gaining skills or making yourself employable. if you are just trying to work an ordinary wagie job you are a huge sucker. you are paying 40-50% effective all in taxes to everyone else who is a net taker. the sad part is because AI is such a substantial productivity boost, it will actually keep this system going for a while longer, and maybe in perpetuity. AI boosts the 15% of the population that is actually productive so much that the remaining 85% can coast by. no one in charge will change this because they can't think of anything else. the political costs of a real UBI program are too great and we don't have the money for it anyway. so we will keep this covert fraud-based UBI program running indefinitely. unfortunately, if you are an honest wagie, you lose.

@merlinscapital So happy more people are becoming aware.

Just remember, they intentionally released bio-engineered tics in lyme so that you could never enjoy the outside or hunt deer meat. the us govt intentionally released this on americans to make you more compliant

@nateobrienn I totally agree. Unleash the fowl!

We need to eradicate the ticks Not enough people are talking about this It’s becoming an epidemic

@fortworthchris Excited for this one. Very timely.

Today I sat down with Jordan Levi, the Kosher Cowboy - a Jewish kid from the Chicago suburbs who became the largest cattle feeder in America. Jordan runs Five Rivers Cattle Feeding with a capacity of nearly a million head. He started as a runner on the Chicago Board of Trade at 13 and found his way to cattle through a hedge fund that sent him to a feedlot in Amarillo. He showed up in Gucci loafers and never left the industry. We go deep on how he trades the curve instead of making binary bets, why the cattle supply is the tightest since the 1950s, and what it takes to manage risk on nearly a million animals across 13 feedlots. I hope you enjoy this episode as much as I did. 02:16 - The Belted Galloway 03:51 - The Kosher Cowboy 08:05 - Pulling value of the futures forward 11:43 - Learning Cattle trading 16:48 - Daily average gain in cattle 18:20 - Jordan’s Eureka moment in the cattle industry 21:08 - What does trading in animals actually look like? 27:05 - How Jordan defines his ROI in trading cattle 31:17 - The Cattle curve 33:37 - The state of the cattle market 42:10 - Buying the largest cattle feeder in the world 46:09 - Grass vs. grain fed cattle 49:15 - Predictions for the cattle supply over the next 10 years 50:54 - The international market 53:17 - Trading frequencies and macro thesis 01:00:27 - USA beef vs. international beef 01:05:21 - The cattle supply chain 01:07:32 - The future of auction yards and ranchers 01:09:40 - AI in AgTech 01:12:52 - The biggest problem facing the industry 01:14:42 - Livestock as a commodity that dies and how that impacts trading theory 01:20:51 - Is there a market for new entrants into cattle? 01:21:41 - Beef prices and the impact of a closed border on the industry 01:24:39 - Jordan’s biggest ideas for the industry 01:26:49 - Philanthropic efforts 01:31:24 - a day in the life of Jordan 01:26:42 - Risk management in cattle 01:41:17 - Does what you do show a leading indicator to the broader health of the American economy?

@fortworthchris Looking forward to it.

“Less trading. More profits.” That’s how the largest cattle feeder in America thinks about markets. Tomorrow, Jordan Levi explains how they form a macro thesis in January — and let monthly data either validate it or force them to adjust. Most people trade headlines. He trades on data.

@esaagar My wife needs a minor surgery and it makes more sense for us to go to Mexico City than do it here. Her doctor there studied in America anyway. Health care is a scam in America.

My daughter was born 10 months ago and required a brief transfer to a speciality hospital The insurance co tells me I owe nothing: Months later the hospital sends me a bill for THOUSANDS. Insurance says hospitals just send it to see if you'll pay after a service is denied