Despite their hatred of Charles Stuart, Parliamentary leaders very much went out of their way to avoid executing him after his defeat and capture. It was only because he continued to instigate insurrection that they felt they had no choice. The case for 2029 de-Stalinization grows every day.

Tom Brady

let us all thank Trump for restoring democracy to Venezuela

“Donald Trump has been quietly plotting the seizure of Greenland in some way, shape, or form for nearly eight years. We listened to his private rants about it in the first term, but we weren’t willing to carry out a takeover of an allied nation on his behalf.” www.defiance.news/p/why-i-warn...

It's happened again. European electric vehicle sales set a new monthly record, breaking 30% of total sales for the first time. German and French growth is steady, while a sharp jump in Italy coincides with new incentivi statali

If the man can develop a little onstage charisma, admittedly no easy task, he’s the 2028 nominee.

It’s not just DOD. We should be putting public pressure on our financing agencies (DFC/EXIM) to not indulge this madness. Greenland rare earths should be treated like blood diamonds. Ds should make it clear that anyone who stands to profit from expropriation will face sanctions and/or restitution.

I regret that only the next entry in my new Substack series Tailings will be written with this view.

GM’s battery biz (incl. Honda Prologue + Acura ZDX) delivered 220k EVs in 2025. A great year, but one I expect we won’t see repeated until at least 2027. The Ultium brand is dead & Honda has gone its separate way. A good 2026 for GM would be repeating 2025 (170k EVs) w/o tax credits. 🔌💡🔌🚗

Turns out oil companies have little interest in investing in Venezuela given that Maduro's entire political apparatus is still in charge of the country. Oops. www.wsj.com/business/ene...

I’m pleased to share a new project I’ve been cooking up these past couple of months. Welcome to "Tailings: Lessons from the frontlines of America’s quest for critical minerals security". 🔌💡🔌🚗 tailings.substack.com/p/introduction

a social network for Toto obsessives, I’ll call it Rosannagram

Now all the oil experts know my pain watching the rare-earths discourse this year...with a parade of moronic claims from finance bros and other grifters about HUGE UNTAPPED resource value in places like Greenland, Ukraine, and Pakistan that haven’t been vetted or scoped remotely adequately.

This guy can’t even make a profit when he’s stealing stuff.

Can think of at least a handful of counter-examples to this (Bauxite - Guinea and Jamaica, Phosphates - Morocco, REEs - Myanmar), but the reason for this dynamic has as much to do with whether there’s a historic third-party presence or the size that would justify a large mining SOE.

Walking the beach on Isla de Tierra Bomba while listening to @niedermeyer.online make some bad 2026 predictions on the latest episode of the Autonocast. Cartagena’s Bocagrande skyline in the distance.

This is so much stupider than I imagined. The oil guys they’re talking to are clearly grifters and PE shops

They’re gonna persecute Kelly right into the White House.

Any decent American should be rooting for Europe to stand us down here. To seize or otherwise assault Greenland is treason against the American people and our allies, in the service of our true enemy Russia.

In Q4, more than 1 in 5 new-car shoppers signed up for monthly payments for new vehicles of ... $1,000 or more, per Edmunds. That's a new high. Geez.

👀

I’m pleased to share a new project I’ve been cooking up these past couple of months. Welcome to "Tailings: Lessons from the frontlines of America’s quest for critical minerals security". 🔌💡🔌🚗 tailings.substack.com/p/introduction

It was probably Age of Empires II. Absolute GOATed RTS.

Kudos to all the folks who called it

My sense is that China is using this oldie but goodie @rockymountviews.bsky.social playbook to destroy global oil demand. With subsidized EV technology, China can help 50+ emerging markets destroy 3-4 million barrels per day of oil demand by 2030.

Who wants to lose some brain cells tonight? substack.com/inbox/post/1...

it's truly incredible that after a decade of trump being involved in politics (setting aside decades of his history in business) so many people still line up to make deals with him that end up with his knife in their back. anyway, mariá machado, step up and claim your fell for it again award.

Stubb: ‘Only Denmark and Greenland decide on matters concerning them. Finland supports our Nordic friend, Denmark.’

My work station on Isla de Tierra Bomba for the next four days.

The more mafia shit we do on the world stage, the more we can only regain our standing by imprisoning everyone in the admin responsible, and forcing restitution by those companies actively collaborating for profit. Dems signaling that in advance will make some think twice about participating.

This is part of a bigger trend of the political valence of oil disconnecting from the actual economics of O and G. I keep telling people to do a little humorous anthropology and read the industry sub Reddit. Half the posts are joking that the industry boosters are morons or old and out of touch.

Reminder that Risk is a children’s game based on 19th Century technology and military strategy, and anyone comparing modern geopolitics to a game of Risk is an ignoramus.

Lol. Lmao.

What we’ve ensured, however, is we are now fully responsible for the outcome in Venezuela. Whether or not we actually go through with regime change, we’ve broken and bragged sufficiently that the world will see every ripple from this point forward as our doing.

A decade ago, at ISIS’s peak, I saw it at the final manifestation of the militant Islamist ideology that had been ascendant in Arab politics since the 1970s. I argued that it would soon burn out and be replaced by something new. That time is now. www.wsj.com/world/middle...

Hyundai and Kia combined for roughly 1.75 million sales in the US last year, and with Genesis, almost certainly cleared 1.8 million for the group. Records across the board. Hyundai is among the OEMs that increased EV sales YoY. www.kiamedia.com/us/en/media/... www.hyundainews.com/releases/4661

Dems have an opportunity to stand up any say that Maduro was a monster who robbed from his country, and any American role in rebuilding VZ’s infrastructure must support the VZ people. And any company seen plundering Venezuela’s resources will be forced to return everything under a D administration.

NYT is reporting she appeared on Venezuelan TV, denounced the U.S. “invasion”, and insists that Maduro is still the country’s president.

Beautiful day to go sailing in the Caribbean. Will let y’all know how it goes!

I guess this is the green light for Ukraine to assassinate Putin now

I’ve grown far more welcoming of a wealth tax federally but strongly believe it's political malpractice to attempt at the state level. Capital is too mobile, you can’t impose meaningful controls, and all you end up doing is making your state a punching bag when high-profile figures do leave.

Sacks might be dumber than Elon

You don’t actually value transportation unless you put a price on it.