Joe Michels

We want our country back . Millions are in attendance

This teacher-turned-cognitive scientist shared a disturbing reality that left the room stunned. “Our kids are LESS cognitively capable than we were at their age.” Every previous generation outperformed its parents since we began recording in the late 1800s. So, what happened? Screens. Dr. Jared Horvath explained: “Gen Z is the first generation in modern history to underperform us on basically every cognitive measure we have, from basic attention to memory, to literacy, to numeracy, to executive functioning, to EVEN GENERAL IQ, even though they go to more school than we did.” “So why? … The answer appears to be the tools we are using within schools to drive that learning (screens).” “If you look at the data, once countries adopt digital technology widely in schools, performance goes down significantly, to the point where kids who use computers about five hours per day in school for learning purposes will score over two-thirds of a standard deviation LESS than kids who rarely or never touch tech at school. And that’s across 80 countries.” But screens aren’t just decimating learning and making new generations less intelligent than the ones before them. They’re doing something far worse. And when you take a closer look, it isn’t pretty.

Considering that our entire STEM R&D labor force sector, cryptically known as “Foreign Graduate Students”, is essentially a disguised U.S. labor displacement mechanism, that is a very bold statement.

The Auditor General has released a brutal new report on the out-of-control $1 billion ESA Voucher program. This week, House Democrats are sharing a video series highlighting the waste, fraud, and abuse, which is actually higher than previously reported. Former public school teacher and Assistant Leader Nancy Gutierrez kicks off the series.

🚨 JUST IN: Senate Leader John Thune says he's NOT nuking the filibuster to pass the SAVE America Act, he just "can't get the votes" "We don't have the votes to get rid of the filibuster." Be a leader and GO GET THE DAMN VOTES. Name names! Start FIGHTING, stop letting the bill die, Thune! "We'll look to get other votes [on SAVE]...we're continuing to look for opportunities to advance that legislation. It's something I support." "The American people broadly support it."

We have two choices. 1) Stop the one-sided ceasefire and throw everything we have at reopening the Strait, hopefully with enough time for prices to drop before November. 2) Continue to let Iran stall, ensuring inflationary pressures remain in place until it’s too late.

The Republicans should not be celebrating about the House Maps. The Democrats are just going to redraw all the Congressional maps in New England and remove all the Republican seats…

The Iran talks have collapsed. All they are doing is repeatedly and publicly rejecting US offers while deadlines get pushed into perpetuity. If you can open the Strait, open the Strait. Not doing so so reads as an admission you can’t. Iran takes that as weakness.

⚡️The real emergence is a sovereign compute bubble. That is the deeper category. AI is no longer trading like a normal technology cycle. It is trading like the market has discovered the next strategic substrate of civilization: intelligence, compute, power, chips, data centers, robotics, defense autonomy, cloud control, software labor replacement, and national capacity all collapsing into one trade. That is why normal valuation arguments keep failing. The market is not merely buying earnings. It is buying the possibility that the entire economy gets replatformed around compute. When a theme becomes that large, price stops behaving like a forecast and starts behaving like a mobilization signal. This is the reflexive loop underneath everything. Higher AI stock prices lower the cost of capital for AI infrastructure. Lower cost of capital funds more data centers, chips, power deals, acquisitions, and talent wars. More capex becomes more revenue for semis, power, cloud, infrastructure, and software layers. That revenue validates the original price move. The validation pulls in more capital. The capital builds more infrastructure. The infrastructure strengthens the story. The market is not just observing the AI buildout. The market is financing it into existence. That is why Burry’s timing is dangerous. He is treating reflexive excess as if it should resolve once it becomes obvious. But reflexive excess often accelerates because it becomes obvious. Everyone sees the same story. Everyone sees the capex. Everyone sees the government support. Everyone sees the earnings beats. Everyone sees the productivity promise. That shared visibility becomes fuel. The late-1999 comparison is structurally useful, but mechanically incomplete. In 1999, the bubble was built around the internet as a new distribution layer. Today, AI is being priced as a new production layer. The internet changed how information moved. AI threatens to change how cognition, labor, code, research, design, services, and eventually physical execution get produced. That is why this can get more extreme than rational bears expect. The market is not just saying “these companies will grow.” It is saying “these companies may own the replacement layer for work itself.”

WTF? This guy is armed with a wooden pole, so why risk injury to the dog when you have that many cops who could have easily rushed him and overpowered him? They let the poor K9 get bludgeoned repeatedly with a wood pole instead of employing their Taser, pepper spray, or batons. As a retired cop, this is a tactical embarrassment!

As temperatures begin to climb this week, I’m making sure Arizonans are prepared and protected for the summer ahead.