Xerxes

I cannot speak intelligently of the big beautiful bill’ content, but it seems to have inspired a Democrat to go on about 8 hours about it. That says something. In any case, Happy 4th of July

I agree that is non sense. any Canadian who wants to become American can move south. The border will not move. Thank you for your attention.

https://podcasts.apple.com/ca/podcast/the-prof-g-pod-with-scott-galloway/id1498802610?i=1000714909458

Musk will be to Trump what Prigozhin was to Putin as that relationship began to strain itself between the Chef and the Master. Prigozhin was smart enough not to go against Trump directly but went against his military-industrial ecosystem. And in doing so, he shook its very foundation.

Closing the book on the first half of the year on a positive note. 2025 1H => 7.37% 2024 => 36.96% 2023 => 24.81% 2022 => -11.48% 2021 => 20.09% 2020 => 11.36% Not including crypto; and excluding of all cash contributions. Crypto gained 8.5%. S&P500 had a gain of 5.4% in the first half in USD terms

I thought this was a good podcast on current situation back home. It is actually a new series on War On The Rocks, with this first one being free. I am against paying for podcast for political/economical/investment content given that they have short shelf life. But might reconsider here. Afshon Ostovar, Ph.D. - Department of National Security Affairs - Naval Postgraduate School

Either two generations … or better yet a damn good Time Machine to go back to 1953 when there actually was democracy in Iran …. before …. https://en.m.wikipedia.org/wiki/1953_Iranian_coup_d'état

I tried watching Fargo. What a disaster. Started well but got bogged down in cheesy exchanges and dialogues between characters. It almost felt like True Detective before failing miserably.

I am going through second season now. Learning about Nagaland and the North East. Asiatic looking folks, Christian at that are living in the mountains. Highly intriguing … The plot is a bit hard to follow as I have to read subtitle.

Was it so hard to dress up

Saw this on Amazon. In case you are interested. Only 82 pages long probably means shallow work and a cash grab by the author. At $18CAD, that works to 20cent per page for cost. But unsure of value.

lol. Yes indeed

Maybe you can damage Fordo. But what for. Better have a government that you can work with. But Khameni needs to go before that happens. Either way, Fordo today is not a threat after the attacks on everything else.

sorry. My poor choice of words. I meant the DoD intake. The production rate is the preview of the Lockheed not DoD. They can lower rate and reallocate to other customers. The usual stuff one does.

too many outcomes. Outside my preview Few observations: - Khameni needs to go; this needs to happen - Whatever threat Iran was; is no longer is. But Fordo and permanency only comes with a deal. - Bibi owns Trump, and sold it to him that this can be his ticket to his much desired peace prize. - Iron Dome is breached using those two stage solid fuel in great numbers. But that threat has shelf life as launchers are disabled/removed. - Don’t know what are Tehran evacuation order are about. I have a feeling that I am going to be disgusted …

it is a shame that F-35 production is cut in half. But I don’t think that is permanent. On Ukraine, you can have a WW1 style brutal trench war while you are having advance drone warfare at the same time. Ultimately the war is shaped by its circumstances. Ukraine war circumstances meant a bungled invasion that achieved strategic surprise (I.e gained lots of ground) but ultimately failed to sustain itself. (I.e to go further). Out of that came the trench war. That is one scenario that happened out of a distribution of many outcomes that could have happened. Out of that trench war, emerged drone warfare. Even with Russian Air Force not operating in the same zip code when it comes to Western doctrine about getting air superiority at all cost, they could have achieved it, if not for (1) immense support Ukraine has received from NATO (2) Russian shyness to cause real damage, because in their view they would soon operate from those airfield. By Q2 2022, it was too late. Die was cast.

No. and we don’t appreciate Americans stoking the separatist fire either. I don’t get this Western hemisphere fascination and it’s “liberal” needs to splinter things across the globe Canada is not a conglomerate

Disagree. Iran comes up for grab for geopolitical alignment every 40-50 years. Beijing and Moscow would be more concern about permanent (measured in decades) loss of influence in Iran. Think second or third order effect

https://podcasts.apple.com/ca/podcast/acquired/id1050462261?i=1000710802439

https://en.m.wikipedia.org/wiki/Lion_and_Sun It is no secret that Pahlavi is a key backer of Bibi.

The fact that it is called operation “Rising Lion” should give a clue even though not publicly stated

This is Khameni’s war (thus far)…. until it becomes people’ war, that is if Iranian civilian infrastructure is targeted.

I think Trump, ever the salesman, as soon as he figured that the operation was a success, he positioned himself as a co-sponsor of the wining hand, even “talking up” U.S. equipment(s)/hardware. he is the best

wrong on two fronts 1) While Egypt and Jordan approach has been a “breakthrough” when it happened in Camp David. They are by no means warm relations. The aspirational model is that of Abraham Accord with UAE. 2) Oct 7th was a Hamas operation to derail Saudi joining Abraham. Even Israelis know that. What evidence do you have to make a claim that Iran was involved in planning of that operation. Hamas is as sovereign as Israel is when it comes to enact its foreign policy.

They say a lot of things, but what takes precedence is the survival of the regime. But they do need to do something proportional and a direct “state on state” . Honestly though I am clueless. We have to wait for the signalling coming out of Tehran. On a different note, we may have a chance to dump Occidental.