"Dig into the [GDP] numbers, however, and you find the trade war is in fact wreaking economic havoc" 👀 www.wsj.com/opinion/bene...

Okay so let's talk through this: 1. He's 80 years old. He doesn't know how to embed a video. So this was likely a staffer. 2. Why would a staffer post this? It's likely just chum for his base, since traditional media has given up on even covering him. 3. That's arguably worse than him posting it.

North Carolina, it looks like the storm developing closest to our coast is shifting directions. That’s good news. Heavy rain is still expected in eastern NC through the end of the week, so we are still making plans to be prepared, and so should you in case of flash flooding.

Lol

Can’t stop this train (globalization) dronexl.co/2025/09/27/d...

Incredible www.bloomberg.com/news/article...

The panopticon

#TD9 now 40mph #TropicalStorm #Imelda to peak 90mph C1 #Hurricane to impact E #Florida #Bahamas (pls begin preps now!), #Bermuda as a post tropical to watch closely #Wxx #wxtwitter #Tropicswx #BlueSkywx #hurricaneseason #hurricaneseason2025 #tropicalstormimelda #Nassau #FLwx #HurricaneImelda

THICC SIX 🤣

Helluva double FG there by Love

CARRY ON, TERION!

Glad to see some energy back with the Hokies. They’re more buckled up at least.

Every commercial break for this football game is an 🧊 recruitment ad.

SC and NC coasts beware. Looks like whatever is coming is due by Tuesday.

BYD launched its passenger cars in Europe only in 2022—just ~3 yrs on the ground. Tesla’s been here since 2009. Yet Aug 2025: BYD outsold #Tesla 2nd mth running. #Geely is the only automaker growing faster, but BYD is the one rewriting the playbook. From zero to overtaking in record time. #EV #BYD

this would fix me

Starting to think the idea here is we need land to develop outside these agri-hubs as they take up a lot, and your typical rural farmer is providing excess supply over larger operations that could at least sustain domestic needs. Political poison to kick off these lands but can bankrupt to take em

Huh

You can retroactively be condemned and fired for any previous display of wokeism but the past is in the past when it comes to war crimes and confederate generals.

There is an increasing threat of heavy rainfall early next week from coastal Georgia through the Carolinas and into the southern Mid-Atlantic states, which could cause flash, urban, and river flooding.

I admire James Comey, who has been noted repeatedly as a Republican. I have old co workers and family I respect. I grew up in a conservative family. I don’t downvote disagree with every principle. It’s being framed as a philosophical difference when the parties hardly exist as they were anymore.

We can disagree on limits of care on children to govt funds when we talk about procedures. That’s complex stuff. Not acknowledging someone’s existence is not a disagreement worth having with someone. Why? Then try to enforce multiple angles around it is not some public debate.

What about conservative ideology is not listened to by reasonable minds? Small government, fiscal responsibility, and austerity thinking cause grumbles. But that’s not what we’re all talking about is it? It’s the “let’s acknowledge IQ stereotypes”.

Growing food crops under solar panels is called Agrivoltaics. Lots of crops benefit from growing underneath them. I know in Maine they were piloting wild blueberries, and in Massachusetts cranberries. You can also graze animals like sheep or if you mount them high cows (not goats - they climb)

Rain comin'

Experts say is the weasel way out of an active voice. Don’t need fanfare to add - which is mathematically impossible. Instead, we see this over and over where experts is now ubiquitous for “hey they said that, not me” and all “experts” deserve mistrust. Exactly what propels the MAHA movement.

US import taxes are ramping up more slowly than they are announced, suggesting that the impact on the economy will arrive at a delay. Numbers released yesterday indicate that the collected US tariff rate climbed to 11.2% in August, below the 16.5-17.5% terminal level expected under current policy:

Matt runs the largest Mexican cross border freight platform today. Great insights here on heavy truck manufacturing.

It’s the same as the nitwits throwing tar on the Mona Lisa. They care more for the spectacle of fighting for something vs actually doing it.

i used to say on the other website that the “facts don’t care about your feelings” crowd always had it backwards. their feelings never care about the facts. and that’s partly why we are here

Narrator: This mainly goes to creditors

Shit

I'm going to put out now I think Q3 GDP comes in around .6 to 1.1%, driven largely by a -3 to -3.5% point shift in Net Exports. Without trade impacts it's ~2% on ok consumer and investment.

Damn is this grim. The government will now take refunds and CTC credits to try to recoup losses on defaulted student loans. Same families more reliant on them. Then slams their credit. Up to 10M people can be up for default by end of year. Punishment more than any recoupments.

Wait until the imports come roaring back in Q3 data.

I think people are going to fight by proxy right now. Until they can vote. We’re going to see the gears begin to stall once incumbents all over see what awaits them next November.

"How Intel’s $28 Billion Pledge Left an Ohio Town in Limbo" www.wsj.com/tech/ohio-in... Sums it up: "We have a gaping hole. What’s it going to be?"

The supply base has been worse off, and it shows in how high freight tenders get rejected based on how ugly demand is on the other end. These are the rates carriers deny a shipment where they have a rate on file. <4% soft 4<7 frothy >10 yowza (middle graph) Then employment data furthest right.

Before we get all nervous about freight volumes, I'm seeing some stabilization in September via inbound container boxes and freight volumes climbing out of the August hole. A far cry from truckload volumes of the last couple years, and only just making it back to 2019 (orange -right chart).

This is what they call the "denial" phase during the 5 stages of grief.

Aaaannnd we’re all disabled now. Welcome, newcomers. With any luck, you too can have strangers come up to you in public and try to heal you with their touch.

Whenever I hear that consumer spending remains good while the CPI's embers won't go out.

He's turned into his warnings from 10 years ago.