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Squawk Pod
Kevin Warsh, Gov. Wes Moore, & Exxon's Darren Woods 1/30/26

Squawk Pod

Play Episode Listen Later Jan 30, 2026 46:28


After much Wall Street and Main Street anticipation, President Trump has announced his nominee for Federal Reserve chairman: Kevin Warsh. CNBC's Steve Liesman discusses the choice, what it means for the markets, especially given Warsh's history of critiquing the central bank itself. Exxon Mobil posted strong results this quarter, despite oil's price decline. Exxon CEO Darren Woods discusses the global oil supply and Venezuela's future. Plus, Maryland Governor Wes Moore discusses the future of the Democratic Party, including his own approach to affordability, wealth redistribution, and taxes.  Governor Wes Moore - 03:44Steve Liesman 20:38Darren Woods 34:33 In this episode:Wes Moore, @GovWesMooreSteve Liesman, @steveliesmanBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Business Pants
CEOs on ICE, the SEC kills small investors, the manchild economy, and AI navel gazers

Business Pants

Play Episode Listen Later Jan 30, 2026 62:36


Story of the Week (DR):Trump's ICE tactics force CEOs to choose between staying silent and risking White House backlash MMCEOs of Target and Minnesota's Biggest Companies Call for ‘De-Escalation' After ShootingMinnesota workers pressure employers to take action against ICE operationsCEOs, long silent on Trump's immigration crackdown, seem to hit their breaking point over killing of Alex Pretti in MinnesotaTarget's incoming CEO tells staff violence in Minneapolis is 'incredibly painful' – without naming Trump or ICEJan 28: Target Unveils Largest Spring Beauty Assortment Ever — Making Trend-Driven, Expert-Backed Beauty More AccessibleTech's top CEOs mum after ICE killings, while leaders like Reid Hoffman, Yann LeCun speak outICE is going too far': Sam Altman, Jamie Dimon, and more CEOs on the unrest in MinnesotaReid Hoffman says business leaders are wrong to stay silent about the Trump administrationApple's Cook says he's 'heartbroken' by Minneapolis events and has spoken with TrumpCompanies reap $22bn from Trump's immigration crackdownMeta blocks links to ICE List across Facebook, Instagram, and ThreadsAs Big Tech CEOs speak up about violence in Minneapolis, 1 in 3 corporate leaders think ICE tensions are ‘not relevant to their business'How ICE Already Knows Who Minneapolis Protesters AreAgents use facial recognition, social media monitoring and other tech tools not only to identify undocumented immigrants but also to track protesters, current and former officials said.Freefloatanalytics data blast:Palantir Technologies: Continues to be a primary partner. In 2025, they were awarded a $30 million contract to build "ImmigrationOS," a platform designed to provide "near real-time visibility" on individuals for the purpose of streamlining apprehensions and tracking self-deportations. Gender Influence Gap -26%RELX: LexisNexis Risk Solutions: Provides ICE with investigative databases used to track, vet, and target individuals. Their current contract is valued at over $22 million. Gender Influence Gap -24%Thomson Reuters: Supplies ICE with access to massive databases, including over 20 billion license plate scans. This data allows agents to track vehicle movement history and identify where individuals may be living or working. Gender Influence Gap -28%Clearview AI: Recently signed a $3.75 million contract (September 2025) to provide facial recognition technology. While officially limited to certain types of investigations, procurement records suggest its use is expanding. Gender Influence Infinity% (no women on advisory board; Hal Lambert and Richard Schwartz as co-CEOs)King “Bumps”JPMorgan's Dimon sees 10.3% pay bump to $43MDisney CEO Bob Iger's Pay Increased 11.5% to $45.8 Million in 2025Goldman Sachs hikes CEO David Solomon's pay 21% to record $47 millionWells Fargo CEO Charlie Scharf Gets 28% Pay Boost to $40 MillionWhy Starbucks is letting Brian Niccol use the company plane for more personal travel“Following a security review of risks, the Starbucks board of directors made the decision to enhance security measures for Brian,” a company spokesperson said. “This included a decision by the board to require Brian to use private aircraft for all travel.”$96M in 2024; $31M in 2024, including temporary housing expenses in the amount of $371,536; and security expenses in the amount of $1,142,700; and $997,392 in expenses related to his use of Starbucks aircraft for commuting and personal usemedian employee: $17,279. CEO Pay ratio 1,794 to 1 (January 1st: 10:10am)Temporary housing expense ratio: 22:1The docu-bribe: At ‘Melania' Premiere, the President Sees ‘Glamour' and Others See GraftAmazon paid Melania Trump's production company $40 million for the movie and then paid another $35 million to promote it.Guests included:Jordan Belfort: The real-life "Wolf of Wall Street."Director Brett Ratner, accused of rape, sexual assault, sexual harrassment, and homophobic abuse by at least 9 women:Melania Trump documentary marks a post-#MeToo comeback for its directorBrett Ratner was all but exiled from Hollywood after facing sexual misconduct allegations. Trump's win gave him an opening to return.Tim Cook (Apple)Andy Jassy (Amazon)Lisa Su (AMD)Eric Yuan (Zoom)Lynn Martin (President of the NYSE)Larry Culp (GE)Sam Altman (OpenAISatya Nadella (Microsoft)Sundar Pichai (Google)Safra Catz (Oracle):David Brown (Victory Capital)David Ellison (Skydance/Paramount)Marc Benioff (Salesforce)Goodliest of the Week (MM/DR):DR: Diversity on Fortune 50 boards: white men haven't been a majority for 3 years in a rowWhereas about a decade ago, white men held two-thirds of the seats on the top 50 Fortune boards, in 2023, for the first time, they held fewer than 50%. In 2024, that number dropped to 48.4%, but this year it climbed back to 49.7%.Since white men make up about 31% of the U.S. population, they still have been very much overrepresented in all three years.DR: National Shutdown: General strike on January 30 aims to push ICE out of Minnesota. Stores closed, protests scheduled in all 50 statesMM: Delivery Robot Gets Stuck on Train Tracks, Gets Obliterated by LocomotiveMM: Judge greenlights Massachusetts offshore wind project halted by Trump administrationVineyard Wind, which joins Revolution Wind, Empire Wind, and Coastal Virginia Offshore Wind in restarted because lawsAssholiest of the Week (MM):WHICH ASSHOLE DO YOU BLAME: Trump's ICE tactics force CEOs to choose between staying silent and risking White House backlashTrump/ICEHis personal military got orders to be “ethical”, but to fuck up everyone - and recruited specifically targeting Call of Duty players and lonely, angry men who wish they could call their friends “retarded” again but it isn't politically correctPalantir and the ICE industrial complexAlex Karp went out of his way to insist to his disgusted employees that AI and Palantir “bolsters civil liberties”Meanwhile, Palantir employees signed a letter from tech employees pondering whether or not they are actively destroying our country and abetting oligarchsBut Palantir, while making some of the creepiest, most heinous software known to man (I mean, worse than CHINA! And we all HATE CHINA, RIGHT???), has $100m in contracts with ICEIn fact, there's a whole private infrastructure complex that's largely not politically agnostic that's made $22bn from ICE and immigration crackdowns - and it's only been a year! That's some awesome shareholder value illegally sending weeping mothers to countries they don't live in with no due process!CEOs (Target, looking at you) DRThey managed to find a pen and craft a strongly worded letter that asked, pretty please, for “de-escalation”, calling ICE out not by NAME of course, but as a “recent challenge” that created “widespread disruption” - and named the White House only as someone they are “communicating” with. Signed by 60 Minnesota CEOs, co-signed in spirit by the Business Roundtable (though not like, officially), they managed to write a whole 199 words about the execution of a VA nurse whose crime was filming the Gestapo in actionTarget's incoming CEO (obviously not the CURRENT CEO Brian Cornell, he's busy polishing his mahogany chair for board meetings where he will be Executive Chair, making as much as a CEO with none of the responsibilities) also addressed the unlawful and unwarranted arrests of Target employees in Minneapolis by thugs - oh, wait, no he didn't - he said, “The violence and loss of life in our community is incredibly painful.” - IT WAS YOUR EMPLOYEES IN THE CROSSHAIRS, SCHMUCK. Target employees are currently skipping work in Minnesota, but solid leadership.Boards of directorsOur analysis of the boards of the Minnesota 60 showed that nearly half of them sit on each other's boards. Basically, you have a massive groupcoward problem - about 25 of the CEOs sit on some other CEOs board or overlap in some way, and the lawyers that carefully crafted the letter absolutely had to have it run through every other board and company lawyer, a task made easier when half of you are on the board with each other. No need for authenticity when you have collective ass covering.Jeffrey EpsteinIf not for those files, there wouldn't NEED TO BE MURDERS so you look somewhere else!InvestorsIf not for “shareholder value”, we could pay attention to humanity and authentic real world values!WHICH ASSHOLE DO YOU BLAME: As You Sow leads criticism of SEC's updated restrictions on smaller shareholdersSmaller investors!For three decades, small investors have used precatory proposals either as a means to extract more data, a means to improve governance, or a means of advertising - many of the non profits use it as a fundraising tool as much as a means of changeMeanwhile, those proposals have almost entirely failed at the vote - though they HAVE succeeded in increasing our data over time (the long arc of disclosure)Then the zone gets flooded by the anti-woke shareholders looking to de-trans companies, and now we have a massive influx of performative proposalsNow that the insiders are in charge (vs. career bureaucrats), in a six month period, virtually all rights have been revoked with threats of paperwork for non complianceAs a final cherry, they are now trying to keep EXEMPT SOLICITATIONS off the filing docket unless you have $5m in stock, so you can't even file your intent to vote directionally unless you're super richJohn CheveddenThe gadflyfather - if not for being the winningest shareholder in history with a nearly obsessive focus on improving shareholder rights, the most boring of topics, the SEC would probably have ignored the whole thingBut the data shows the SEC is taking the time to blanket ignore everyone BUT Chevedden, responding to affirmatively say no to his proposalsJC, no one likes a repeat champion dynastyThe SECBrain Daly at the SEC is out there suggesting maybe NO ONE should vote proxies while SEC Chair Atkins tried to gaslight the entire investment community by claiming the “government shutdown” made it too hard for the poor ole SEC to do its job, so they just gave companies immunity from proposals in lieu of doing their jobsMeanwhile, Atkins has overseen a steep drop in enforcement of accounting irregularities and reporting while simultaneously green lighting crypto scams and Exxon's new “retail vote” capture plan (which gives management anywhere from 5-20% of the company vote depending on the company by auto voting retail that opts in)All with Trump family in the backdrop raking in 1.4bn in the first year of the presidency from crypto token bullshit, asset seizures and sales, and pure graft - none of which will obviously be investigated despite Trump's son actively on a public board of directorsBigger investors!THEY NEVER REALLY CARED ABOUT VOTING ANYWAY! 96% average support for directors, 0.2% of directors globally voted out annually, and of those that are voted out (~20 a year), MORE THAN HALF STAY ON THE BOARD either by bylaw (cumulative voting) or as zombies (Jay Hoag!)And still, NO ONE CARES!WHICH ASSHOLE DO YOU BLAME: Marc Andreessen says the real crisis isn't AI job losses — it's what would have happened without AIThe powerless AI makersSam Altman: Sam Altman Says AI Will Cause Massive Deflation, Making Money Worth Vastly More - that's pretty good if you're already a billionaire, yeah?Dario Amodei: Anthropic CEO Warns That the AI Tech He's Creating Could Ravage Human Civilization - uh, don't create itThe CEO of Microsoft Suddenly Sounds Extremely Nervous About AIAI anxiety is so widespread that veteran Microsoft researchers are having panic attacks because they're making themselves obsoleteThe VC Navel Gazing Manchild EconomyAndreessen's genius was investing in manchildren: Facebook, Roblox, AirBnBVCs actually are giving LESS MONEY to women than the INCREDIBLY LOW AMOUNT they already gave during the AI raceYOU - you should have been a plumber or a peasant or a construction workerHeadliniest of the WeekDR: Cracker Barrel Wants Its Staff to Eat One Thing on Work Trips: Cracker BarrelMM: The company Americans say is the best place to work in 2026 isn't who you thinkCrew Carwash - washing cars is better than tech bro manbaby festsMM: The Worst People Alive Are Obsessed With Meta's Video Recording GlassesWho Won the Week?DR: Resistance in Minnesota and Maine (I'm attempting to be optimistic here, give me a break)MM: 33% of corporate leaders: As Big Tech CEOs speak up about violence in Minneapolis, 1 in 3 corporate leaders think ICE tensions are ‘not relevant to their business'PredictionsDR: January 1st will officially be recognized by the Business Roundtable as "Equality Day"—celebrating the grueling minutes it takes a CEO to earn more than their average worker for the year. Engraved badges with the exact time (10:10 for SBUX) will be created to honor the achievement.Ok, maybe that's silly, my real one is that Target announces its "De-Escalation" Collection: a "Minneapolis-Inspired" line of high-fashion neutral-tone hoodies, specifically marketed as "non-threatening" to ICE agents and heartbroken CEOsMM: Alex Karp, social justice warrior out for the little guy, mass fires his staff at Palantir and replaces it with an AI robot named “The Job Displacer”, does a road show claiming he's “freed” his employees using AI and now they can really have authentic jobs like “bagger at grocery store” and “guy who mixes paint”

On The Tape
Earnings Expectaions This Week + "He Said, She Said" Goes To Japan

On The Tape

Play Episode Listen Later Jan 26, 2026 39:47


Guy Adami and Dan Nathan break down the biggest week of earnings season 2026, featuring high-stakes reports from Boeing, Microsoft, Texas Instruments, Apple, SanDisk, Western Digital, Exxon, and Chevron. Plus, Jen Saarbach and Kristin Kelly join for "He Said She Said" to analyze Japan's historic bond market crisis and the Netflix-Warner Bros-Paramount M&A saga. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Beau of The Fifth Column
Let's talk about Trump threatening Exxon with a good time....

Beau of The Fifth Column

Play Episode Listen Later Jan 18, 2026 4:01


Let's talk about Trump threatening Exxon with a good time....

Business Pants
Brian Cornell and Target's silence, Bill Ackman's fat mouth, and the manbaby economy

Business Pants

Play Episode Listen Later Jan 16, 2026 54:49


Story of the Week (DR):Target silent after federal immigration agents arrest Twin Cities employees, operate near stores DRPress Release, January 14, 2026: Target Expands Its Style Offerings with Exclusive Bedding Collection from Acclaimed Interior Designer Jeremiah BrentQuote from the investors page: “Together, Target's purpose-driven team of more than 400,000 works daily to help all families discover the joy of everyday life.” Brian Cornell, Chair and Chief Executive OfficerBill Ackman defends donation to ICE officer who shot Minnesota woman: 'Presumed innocent until proven guilty'Chipotle clarifies Bill Ackman 'not affiliated' with chain after billionaire's ICE agent donationFord worker suspended for calling Trump 'pedophile protector' has 'no regrets' for 'embarrassing' presidentSuspended Michigan autoworker who heckled Trump gets outpouring of donationsGrok blocked from undressing images in places where it's illegal after global backlashI asked Grok's AI to undress me after X's new limits. It's still easy on the appGrok was finally updated to stop undressing women and children, X Safety saysGrok Is Getting Access to Classified Military Networks Elon Musk's xAI probed by California DOJ over Grok's deepfake explicit imagesElon Musk's X Under UK Investigation Over Grok's Sexualized A.I. ImagesOpposition to Elon Musk's AI Stripping Clothing Off Children Is Nearly Universal, PollingMalaysia and Indonesia block Musk's Grok over sexually explicit deepfakesAshly St Clair, the conservative influencer who had Musk's baby, just sued Xai for sexualizing her - after saying in 2024 that X and Musk were “essential” to free speech, that Musk was the only one doing it, and that, “Truly, the only things they will ban are things that are against the law”... oops?Trump canceled or stopped enforcement against 166 corporations in his first year. Many of them were donorsNew analysis finds federal agencies halted or limited enforcement and prosecution, including many involving companies and individuals with ties to President Donald TrumpRipple, the cryptocurrency company behind XRP, donated $4.9 million — among the largest donation — to Trump's inauguration events. Shortly afterward, the Securities and Exchange Commission withdrew an appeal seeking nearly $2 billion in penalties against the company, settling instead for $125 million.After he and his wife donated $1.8 million to Trump's reelection, Trevor Milton — the CEO of electric vehicle startup Nikola, who was convicted in 2023 of defrauding investors — received a presidential pardon wiping out over $660 million in restitution. Milton's legal team included Attorney General Pam Bondi's brother, Brad Bondi.Amazon was facing an Equal Employment Opportunity Commission lawsuit for allegedly discriminating against pregnant workers. After Trump signed an April 2025 executive order directing agencies not to rely on disparate impact analysis — an important tool for proving discrimination — the EEOC then dismissed the case.The report details how Amazon donated $1 million to Trump's inaugural fund, made another $1 million in-kind donation by streaming the inauguration on Amazon Video, and is backing Trump's $300 million “Golden Ballroom” in the White House's East Wing. The company also announced a deal to stream The Apprentice, resulting in "unspecified" payments to Trump, who starred in and executive-produced the show. The company reportedly also paid $28 million to first lady Melania Trump for a documentary.What's more, Attorney General Pam Bondi worked as a registered lobbyist for Amazon in 2020 and 2021, while Trump ally Brian Ballard lobbied on Amazon's behalf in 2024.Trump tries to reduce CEO pay and halt billions in stock buybacks at defense contractorsTrump threatens to sideline Exxon from Venezuela's oil: 'They're playing too cute'Justice department opens investigation into Jerome Powell as Trump ramps up campaign against Federal ReserveFed chair accuses DoJ of threatening criminal charges over building renovation projects because central bank defied Trump's interest rate demandsGoodliest of the Week (MM/DR):DR: MacKenzie Scott is using her $26 billion philanthropy push to rescue organizations in danger after the Trump administration's funding cutsMM: RFK Jr.'s Health Department Is Studying Health Effects of CellphonesNot that there are any doctors there, or that anything they do anymore is science, BUT THIS IS GREATEven if they end up with spurious research that says “your cellphone and wifi will give you ballsack cancer”, it means less phones, less online, and happier humans with human friends and going outside moreAssholiest of the Week (MM):Brian Cornell“That could have been one of my Target team members”.“We have to be the role models that drive change and our voice is important. And we've got to make sure that we represent our company principles, our values, our company purpose on the issues that are important to our teams.”“The eyes of America, and the eyes of the world were on Minneapolis.”“As a Target team, we've huddled, we've consoled, we've witnessed horrific scenes similar to what's playing out now and wept that not enough is changing. And as a team we've vowed to face pain with purpose.”“We've got to stand up and do more”Oh, wait, that's not when ICE shot a woman without due process or outside of every protocol? That was when there was a lot of money in saying “we're for DEI” and every other CEO put out the same statement? Ahhh… maybe one of your board members should say something… Derica Rice flipped on DEI at Disney, probably not himDmitri Stockton flipped on DEI at both Deere and Black & Decker, probably not him…Grace Puma is on the board of Phillips 66 who wants in on Venezuelan oil, probably not her…Christine Leahy is the CEO of CDW who has had 11bn of government contracts in the last decade, and 270m+ last year, so probably not her…David Abney is on the board of Northrup Grumman…Monica Lozano was on Disney… Brian Cornell and Michael Fidelke run the board…That leaves a minority of directors who MIGHT have said something! Bill Ackman DR The woman shot in the face was apparently NOT innocent until proven guilty, or at least Bill can't find a way to get her any money because “her GoFundMe had closed”... also, she's deadAckman needs to get punched in the mouth - no one should care what he thinks about anything, every, at all. He's the worst kind of blowhard - has he ever offered a full throated defense of a blank person? A woman he's not married to who's not on Fox News? Does he ever admit he's wrong, biased, or a fucking hypocrite? Oh, but he says we all are? Shut. Your. Mouth.But Ackman is part of a bigger problem - at this point you are either aiding ICE's tactics, which have crossed fully into unaccountable personal army of the US dictator, or you're not aiding them. ICE abetting includes: AT&TBooz Allen HamiltonComcastDellGeneral DynamicsL3Harris TechnologiesMotorola SolutionsMen from Stanford saying they love people who didn't go to schoolGoogle's Sergey Brin admits he's hiring ‘tons' of workers without degrees: ‘They just figure things out on their own in some weird corner'Go hire some homeless people, tooHeadliniest of the WeekDR: Tech Billionaire Forced to Rename Humongous Yacht After Realizing It Spelled Something Horrible BackwardsLarry Ellison: “Izanami.”MM: Opposition to Elon Musk's AI Stripping Clothing Off Children Is Nearly Universal, Polling ShowsNEARLY96 percent said they shouldn't be able to generate “undressed” images of minors only wearing clothing like underwearSo… should they release the names and addresses of the 4%?MM: Jamie Dimon slams DOJ probe of Jerome Powell, warning investigation could stoke inflationNot says, SLAMSWho Won the Week?DR: Acclaimed Interior Designer Jeremiah Brent and his new Exclusive Bedding Collection at TargetMM: Rhode Island - 350,000 homes will be powered by wind despite Trump's make believe “radar interference”PredictionsDR: Target lazily repurposes its October 20, 2025 news feature “Target's Partnership with RICE — fueling a more inclusive economy” to “Target's Partnership with ICE — fueling a more exclusive economy”MM: Brian Cornell, after seeing the error in his ways, is seen outside of ICE officer Jonathan Ross's house kneeling in solidarity and burning gay pride merchandise as a tribute

The Julia La Roche Show
#328 Peter Boockvar: Why $60 Oil Is One Of The Cheapest Assets In The World

The Julia La Roche Show

Play Episode Listen Later Jan 16, 2026 45:46


Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners and author of The Boock Report, sees "bells ringing" on the AI tech trade with Oracle, CoreWeave, and Nvidia showing tiredness, and warns the question is whether the baton can be passed to other sectors without the market falling apart. His three favorite groups for 2026 are energy (where $60 oil is "one of the cheapest assets in the world" and he sees $70+ minimum), agriculture (fertilizer stocks like Mosaic and Nutrient), and beaten-down consumer staples offering "bond-like dividend yields with equity-like upside." On Venezuela, he disagrees with the oil-for-midterms thesis - it's really about stiff-arming China, Russia, and Iran, and won't impact oil supply for 5-10 years anyway. He's been trimming silver after its vertical move toward $100 but still likes gold driven by central bank buying and dollar diversification. His biggest concern: if we lose the AI trade, its dominance is so large it could take everything down with it.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaLinks: Substack/The Boock Report: https://boockreport.com/Twitter/X: https://x.com/pboockvarTimestamps:00:00 Intro and welcome Peter Boockvar01:18 2025 retro: World markets did really well, fire lit under international markets03:15 Bells ringing on AI tech trade - Oracle, CoreWeave, Nvidia tiredness05:45 China competition in AI - models more applicable, monetizing faster06:30 Bifurcated economy: Manufacturing recession, lower-middle income spending weak07:45 Data center build out - question of when not if it slows08:30 Delta earnings: Premium cabin strong, main cabin no growth09:15 Europe bifurcated too: Germany/France struggling, Spain/Greece doing well11:36 Three favorite groups for 2026: Energy, ag, consumer staples12:15 Energy: Bearish sentiment extreme, contrarian setup, CFTC net longs at 15-year lows13:30 Venezuela: 5-10 years before notable production increase14:15 OPEC production lagging quotas - most running at full capacity15:00 US shale production slowing, rolling over even in Permian15:45 Peak oil demand pushed out - hybrids winning, EV demand delayed16:30 Ag: Fertilizer stocks - Mosaic, Nutrient - down and out value plays17:15 Consumer staples destroyed over 12 months - deep value now17:52 Names: Kimberly Clark, Nestle, Pepsi, ConAgra, Coke, Reynolds18:24 Oil at $60 is one of the cheapest assets in the world - sees $70 minimum19:15 Energy holdings: Exxon, BP, Shell, Canadian Natural Resources, Oxy, Noble, EQT23:44 Venezuela won't impact oil supply for 5-10 years - focused on near-term25:32 Inflation: Conflicting dynamics - services decelerating, goods inflation returning27:00 Next Fed chair will have inflation dilemma - sticky around 3%28:45 Services inflation could rebound in back half of 2026 as apartment supply absorbed29:01 Reaction to Powell subpoena30:09 Powell is done cutting - will be playing 18 holes in June31:28 Last Fed cut was not necessary - took neutral rate below 1%32:30 Need low and stable prices first, then labor market improves35:34 Gold north of $4,600 - levels don't surprise, maybe pace did36:27 Silver at $92 - trimming position, tree needs to take a breather37:30 Gold thesis: Central bank buying, dollar diversification has more legs38:49 2025 lesson: World woke up to opportunities outside mag seven40:22 What not to own: Mag seven, long duration bonds40:46 Japan matters for global rates - JGB yields rising, canary in coal mine42:00 Bullish emerging market local currency bonds - better finances, cheap currencies42:57 EM names: China, Malaysia, Singapore, Mexico, Brazil, Chile, Indonesia43:45 Biggest risk: Losing AI trade and gap up in long-term rates44:24 Optimism: Broadening out continues, international markets, commodity trade has legs45:03 Parting thoughts: Investors need to be flexible in their thinking

The John Batchelor Show
S8 Ep317: Venezuela's Stability Crisis and the Path to Reinvestment PREVIEW FOR LATER: GUEST MARY KISSEL. Mary Kissel discusses Venezuela's uninvestable state due to a lack of rule of law. While the opposition engages the Vatican for moral leadership, t

The John Batchelor Show

Play Episode Listen Later Jan 14, 2026 2:51


Venezuela's Stability Crisis and the Path to ReinvestmentPREVIEW FOR LATER: GUEST MARY KISSEL. Mary Kissel discusses Venezuela's uninvestable state due to a lack of rule of law. While the opposition engages the Vatican for moral leadership, the regime remains entrenched. Investors like Exxon require security before returning to rebuild oil fields and support the rightfully elected government.1809 PALATINE HILL

Valuetainment
"Trump's Chokehold On China" - Trump's Venezuela Oil Strategy CRIPPLES China

Valuetainment

Play Episode Listen Later Jan 13, 2026 17:58


Trump addresses how long U.S. oversight in Venezuela could last and why rebuilding may take years. The panel breaks down oil strategy, Chevron vs Exxon, media gotcha questions, and how cutting Venezuela and Iran off impacts China's global power.

Business Pants
Silence on Minnesota, public oil company graft, Grok's children problem, where are investors

Business Pants

Play Episode Listen Later Jan 13, 2026 58:35


Let's start with the Bad News?The ICE game3 UnitedHealth Group Minnetonka41 Target Minneapolis105 U.S. Bancorp; IR site not working: Minneapolis108 Best Buy Richfield115 CHS Inver Grove Heights174 3M Maplewood216 General Mills Golden Valley230 Ameriprise Financial MinneapolisAnthony Saglimbene, Chief Market Strategist, Ameriprise Financial: Is Corporate America Up For Its First Big Test Of 2026? 1/12/2026“geopolitical and Washington headlines have increased risk, from developments in Venezuela to broader policy noise, including the pending International Emergency Economic Powers Act (IEEPA) decision which didn't occur last week, affordability proposals in Washington, and unexpected policies and executive orders that could impact housing and defense companies”233 C.H. Robinson Eden Prairie262 Land O'Lakes Arden Hills274 Ecolab St. Paul319 Xcel Energy Minneapolis352 Hormel Foods Austin388 Thrivent Financial MinneapolisThe Good GameThe oil CEO who stood up to Trump is a follower of the disciplined ‘Exxon way' with a history of blunt statementsBig Oil executives met at the White House to discuss investing billions to revive Venezuela's oil industry.Exxon Mobil CEO Darren Woods pushed back, calling Venezuela “uninvestable” without long-term reforms.President Trump reacted angrily, calling Exxon “too cute” and signaling he may exclude the company from Venezuela.Woods declined to appease Trump at the expense of Exxon shareholders.Analysts said Exxon stock would likely have fallen if it committed billions to Venezuela's uneconomic, high-risk environment.Veteran analyst Jim Wicklund said Woods was the only executive willing to speak plainly.Industry has little urgency to return to Venezuela, and no deal can offset the extreme political risk.Even sweeter terms wouldn't change the math: political risk outweighs potential rewards by “a factor of 10.”Microsoft Pledges to Pay More for Electricity, Drawing Praise From Trump A senior Microsoft executive on Tuesday addressed the impact data centers have on the electrical costs for home consumers, an increasingly touchy subject that became a political hot button in November's elections.In a blog post ahead of a speech on artificial intelligence, Brad Smith, Microsoft's president, reiterated that Microsoft wants to pay for the electricity its data center use and avoid affecting everyday customers. “We'll ask utilities and public commissions to set our rates high enough to cover the electricity costs for our data centers,” Mr. Smith wrote.US Judge Allows Orsted to Resume $5 Billion Rhode Island Offshore Wind Project Halted by TrumpRevolution Wind is a $5 billion development co-owned by Orsted that aims to deliver renewable power to Rhode Island and Connecticut. It is the first of five offshore wind projects paused by Interior Secretary Doug Burgum in late December over what officials described as radar interference risks identified by the Department of Defense.Trump tries to reduce CEO pay and halt billions in stock buybacks at defense contractorsThe executive order is creating a “new, government-mandated form of ESG,” referring to the environmental, social, and governance framework that grew prominent in recent years and prodded CEOs to focus on their companies' broader stakeholder impact and not just shareholders.Ironically, the prioritization of ESG was derided as “woke” by critics and the administration has been generally hostile toward ESG. The defense contractor order is conceptually similar in that it prods companies to prioritize a customer over maximizing value for shareholders.President Donald Trump signed an executive order zeroing in on pay packages for executives at large defense contractors deemed to have underperformed on existing government contracts while chasing newer, bigger deals, according to the White House. At the same time, the order claims, these companies have bought back billions in stock, enriching both shareholders and executives.“Effective immediately, they are not permitted in any way, shape, or form to pay dividends or buy back stock, until such time as they are able to produce a superior product, on time and on budget,” the order, titled “Prioritizing the Warfighter in Defense Contracting,” states.The order further directs the Secretary of War to identify contractors that have underperformed the terms of their deals with the government and hatch a plan to resolve delays and production issues. If the resolution plan is insufficient, according to the secretary, future contracts will include provisions banning stock buybacks and dividends and will prohibit tying pay to “short-term financial metrics” such as free cash flow or earnings per share.Trump elaborated in a post on his messaging platform Truth Social last week, railing against pay packages in the defense industry, claiming they are “exorbitant and unjustifiable” given the delays in delivering military equipment. Until those issues are remediated, “no Executive should be allowed to make in excess of $5 Million Dollars which, as high as it sounds, is a mere fraction of what they are making now,” the president wrote.US oil lobby group backs repeal of climate rule for vehicles, not power plantsThe American Petroleum Institute supports the Environmental Protection Agency's proposal to repeal the foundation of greenhouse gas regulations for vehicles but not for power plants and other stationary industrial facilities."We would not support repealing the endangerment finding for stationary sources," API President Mike Sommers told reporters, adding that the trade group believes it has "the greatest standing" from a regulatory perspective and it is clear the EPA has authority to regulate greenhouse gas emissions from those sources.Judge: Trump violated Fifth Amendment by ending energy grants in only blue statesCourt Rules Trump DOE Violated the Constitution When It Cancelled Clean Energy Funding in Specific StatesAdministration Action Violated Constitutional Guarantee to Equal Protection Under the LawNorway Pushes Electric Vehicles to Nearly All New Car Sales in 2025Electric vehicles accounted for 95.9 percent of all new car registrations in Norway in 2025, rising to almost 98 percent in December, placing the country far ahead of global peers.A mix of targeted tax relief for low cost electric vehicles and rising charges on petrol and diesel cars has reshaped consumer demand and manufacturer strategy.Norway's approach contrasts with the wider European Union, where weaker demand has prompted a rollback of the planned 2035 ban on internal combustion engine vehicles.Meet autistic Barbie: the newest Mattel doll launched in line intended to celebrate diversityMattel said it developed the autistic doll over more than 18 months in partnership with the Autistic Self Advocacy Network, a nonprofit organization that advocates for the rights and better media representation of people with autismThe eyes of the new Barbie shift slightly to the side to represent how some people with autism sometimes avoid direct eye contact, he said. The doll also was given articulated elbows and wrists to acknowledge stimming, hand flapping and other gestures that some autistic people use to process sensory information or to express excitement, according to Mattel.The development team debated whether to dress the doll in a tight or a loose-fitting outfit, Pervez said. Some autistic people wear loose clothes because they are sensitive to the feel of fabric seams, while others wear figure-hugging garments to give them a sense of where their bodies are, he said. The team ended up choosing an A-line dress with short sleeves and a flowy skirt that provides less fabric-to-skin contact.The doll also wears flat shoes to promote stability and ease of movement, according to Mattel.Each doll comes with a pink finger clip fidget spinner, noise-canceling headphones and a pink tablet modeled after the devices some autistic people who struggle to speak use to communicate.Elon Musk's X Under UK Investigation Over Grok's Sexualized A.I. ImagesA British regulator said it had started a formal investigation into Mr. Musk's chatbot over the spread of illegal images.Malaysia and Indonesia block Musk's Grok over sexually explicit deepfakes Meta removes nearly 550,000 social media accounts under Australian age ban This new crash test dummy could keep women safer in car accidentsWhile regulators have been testing crash impacts for decades, there's a dearth of data on women, who face a higher risk of death in auto accidents. In November, regulators unveiled THOR-05F — short for “Test device for Human Occupant Restraint, 5th-percentile Female” — the first crash test dummy specifically based on a woman's body.Elon Musk's Lawsuit Accusing ChatGPT-Maker OpenAI Of Betraying Its Nonprofit Mission Can Go To Trial, Judge Rules‍ ‍Trump calls for 1-year 10% cap on credit card interest ratesThis is a mistake President': Bill Ackman responds to Trump's call for a one-year 10% cap on credit card interestActivist investors set record number of campaigns in 2025Last year's number of attacks marked a nearly 5% increase over 2024 and eclipsed the previous record of 249 made in 2018, the data showed.

Sports, Clicks & Politics
EP214: Trump Eyes US Empire, Minnesota Unrest, Kirk Assassination, NFL Playoffs

Sports, Clicks & Politics

Play Episode Listen Later Jan 12, 2026 100:21


EP214: Trump Eyes US Empire, Minnesota Unrest, Kirk Assassination, NFL PlayoffsSPORTSNFL Playoffs - https://www.nfl.com/news/49ers-eagles-on-wild-card-weekend-sunday-what-we-learned-from-san-francisco-s-23-19-win CLICKSPiers Morgan Apologizes to Novak Djokovic(VIDEO) https://www.tennisworldusa.org/tennis/news/Novak_Djokovic/161265/piers-morgan-says-sorry-to-novak-djokovic-for-calling-him-a-liar-and-cheat/ End of Climate Change Inc? https://www.zerohedge.com/geopolitical/trump-order-taking-us-out-un-climate-orgs-caps-flood-corporate-exitsBongino Crashes Out on Dave Smith; show relaunch 2/2 https://www.nj.com/politics/2026/01/holy-f-ing-crash-out-outgoing-trump-official-explodes-days-after-departing-job.html Charlie Kirk Update - https://www.youtube.com/watch?v=jki8mOPCipMRick w/Security - Brown Shirt(VIDEO)Liberty UniversitySecurity Scheduling Oddities ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ Accurate Energetic SystemsMinnesota Unrest https://www.startribune.com/ice-raids-minnesota/601546426 POLITICSUS EmpireSuper Soldiers - https://www.zerohedge.com/military/white-house-amplified-shocking-claims-us-super-soldiers-deployed-maduro-raidVenezuela  ⁃ ⁃ ⁃ - Pentagon claims Maduro's VP worked with CIA to hand him over to US Military, PsyOp? ⁃ ⁃ - Nobel Peace Prize snub? ⁃ ⁃ - Trump suggests delayed elections to fix stability ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ - Oil refineries upgrades will be reimbursed by US taxpayer; Exxon?Cuba https://responsiblestatecraft.org/trump-cuba-collapse/ Canada https://www.cbc.ca/news/world/trump-venezuela-greenland-canada-western-hemisphere-9.7036670 Greenland https://www.forbes.com/sites/antoniopequenoiv/2026/01/09/trump-says-us-will-do-something-on-greenland-either-the-nice-way-or-the-more-difficult-way/Corporate News is the continuation of public education; a combination of indoctrination and gate keeping. #EpsteinDidntKillHimself#NothingEverHappens#TouchGrass##About the Sports, Clicks & Politics Podcast SCAPP is a weekly podcast with a Livestream every Monday at 12pm on eastern.  Join hosts Shawn Hannon and Ben Hussong as they separate the latest news from the noise impacting New York State. The podcast has frequent guest interviews for additional perspectives in the worlds or sports, politics and beyond!Follow the show on social mediaFacebook: facebook.com/scappodcastTwitter: @SCAPPodcastFollow Shawn & Ben on social mediaFacebook: facebook.com/hannon44 Twitter: @hannon44Facebook: facebook.com/ben.hussong.3Twitter: @benhussong 

Watchdog on Wall Street
The Clampetts & J.R. Ewing Go to Washington: Big Oil Meets Venezuelan Reality

Watchdog on Wall Street

Play Episode Listen Later Jan 12, 2026 8:51 Transcription Available


LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  Picture it: Tommy Norris, the Clampetts, and J.R. Ewing all strolling into Washington as Big Oil's finest gather with the president to talk Venezuela. As entertaining as that image is, the reality was far less glamorous—and far more troubling.In this episode, Chris breaks down the tense, lukewarm reception oil executives gave the president's push to invest billions in Venezuelan oil. Promises of “security guarantees” raise a serious question: should U.S. taxpayers—and even U.S. troops—be on the hook to protect corporate oil investments in one of the most unstable countries on earth?With assets previously seized, billions written off, sanctions still looming, and the State Department warning Americans to get out of Venezuela immediately, Big Oil isn't buying the pitch. Exxon flatly called Venezuela “uninvestable,” and behind closed doors, executives were likely relieved when the White House walked that back.Chris also unpacks the contradictions, the fact-free tangents, and the dangerous idea that past losses should simply be forgotten in the hope of future profits—all while ignoring the real technical, legal, and geopolitical barriers to Venezuelan oil production.Let companies risk their own money if they want. But taxpayers and the military? Absolutely not.

The Necessary Conversation
Absolute Immunity

The Necessary Conversation

Play Episode Listen Later Jan 11, 2026 65:49


This week on The Necessary Conversation, we cover one of the most disturbing weeks yet — from the killing of a U.S. citizen by an ICE agent in Minnesota, to mass protests and bloodshed in Iran, to Trump openly floating military action against Greenland and claiming that the only thing that can stop him is his own mind.Are we watching the normalization of authoritarian power in real time?

No Doubt About It
Episode 254: What Happens When Leaders Normalize Dangerous Fantasy

No Doubt About It

Play Episode Listen Later Jan 11, 2026 58:41 Transcription Available


A viral video isn't a strategy. We open with Minneapolis and ask a harder question: how did we get to a place where leaders and media cues normalize stepping into federal operations as if it's content? When rhetoric turns risk into theater, the most vulnerable pay the price while commentators argue intent after the fact.From there we press into Portland's early framing of a “married couple” and the later admission of gang ties. Words matter. So do corrections that come late and land softly. We examine how selective language inflames communities, undermines trust, and leaves law enforcement decisions under a microscope without the full picture. Then we zoom out to a startling Venezuela account: drones, jamming, and alleged directed-energy effects that point to a staggering capability gap if Tier 1 U.S. units target cartels or militias. That segues to energy security—what it takes to rebuild Venezuela's oil output, how more supply can cool prices, and why Exxon and others need real legal protections before committing billions again.We also explore Iran's unrest and the moral, strategic, and logistical questions the U.S. must weigh. A freer Iran could reshape the region, but revolutions aren't tidy. The Arctic enters the chat with Greenland's rare earths and strategic basing—how to secure critical minerals and deter rivals without strong-arming local communities. Finally, we bring it home: ditching the failed low-fat dogma that flooded kids with refined carbs and ultra-processed foods, and scaling reading reforms that lift outcomes regardless of who gets credit. Better language, better incentives, better results.If this conversation challenged your assumptions or gave you useful context, follow the show, share it with a friend, and leave a quick review. Your feedback helps more curious listeners find us.Website: https://www.nodoubtaboutitpodcast.com/Twitter: @nodoubtpodcastFacebook: https://www.facebook.com/NoDoubtAboutItPod/Instagram: https://www.instagram.com/markronchettinm/?igshid=NTc4MTIwNjQ2YQ%3D%3D

News Headlines in Morse Code at 15 WPM

Morse code transcription: vvv vvv Trump says US needs to own Greenland to prevent Russia and China from taking it Iran protests Medics describe overwhelmed hospitals as demonstrations enter second week Man dies in Cornwall as tree falls on caravan in Storm Goretti Video filmed by ICE agent who shot Minneapolis woman emerges The nine most dramatic moments ever on The Traitors Musk says X outcry is excuse for censorship Families call for more recognition of gambling in inquests The beauty queen who caught Scotlands most prolific catfish Newspaper headlines Regime teeters in Tehran and Clearing the heir Trump seeks 100bn for Venezuela oil, but Exxon boss says country uninvestable

Business Pants
2026 Predictions: corporate governance ghosting, CEO retentions, mass labor movements

Business Pants

Play Episode Listen Later Jan 9, 2026 67:34


Damion 2026 PredictionsThe "Ghost Board" MovementFollowing the 2025 retreat from ESG, a major S&P 500 company (likely in the energy or defense sector) will successfully petition to keep its director bios private for "national security” or “personal safety reasons"Trend starts at a Big Data company using China as an excuse with a single, government-connected director whose identity is kept secret for “national security reasons”By mid-2026, "blind governance" becomes a trend where investors vote for directors identified only by a serial number and a list of "alpha-generating achievements"The “Ghost Board” movement ultimately backfires as shareholders start to vote against subpar achievementsBlackRock and State Street scrap public stewardship for private, encrypted channels with board chairs—Welcome to Dark GovernanceThe 100% Variable Pay CEOCEO Pay routinely targets $1B+ packages, using 100% “at-risk” pay as an excuseThe Rise of "Corporate Sovereignty" ZonesThink the SpaceX "Starbase" model: a major tech or manufacturing firm will strike a deal with a poor red state (like West Virginia or Mississippi, et al) to create a "Special Innovation District" or some other made up name likeAdvanced Innovation ZoneStrategic Innovation CorridorFreedom Technology DistrictAnti-DEI, Pro-ROI Innovation ParkInside these zones, the company provides the police, the utilities, and the "credits/scrip" used at the grocery storeThis revival of the 19th-century company town uses the excuse of "infrastructure efficiency" or “ESG-free zone”The Death of the “Public” Annual MeetingAfter the 2025 proxy season proved shareholders could still be annoying, companies codify mandatory virtual-onlyAI moderators pre-screen questions for “civility” and “relevance,” eliminating most investor dissentShareholders wishing to speak must demonstrate ownership of $1M+—because democracy is not for impoverished nunsElon Musk formally steps back from day-to-day operations at Tesla but calls it an “AI-enabled leadership leverage” and not a full resignation and thus keeps his pay package, with full board approval.Multiple large companies stop using the word “independent” in director bios, replacing it with “objective” or “experienced” or “industry-aligned” or “deeply informed.”Like Europe, board chairs increasingly become the primary public voice on operational and governance issues instead of CEOs, leading to a significant increase in chair pay.A sharp increase in director pay follows due to “heightened complexity and security issues.”The Jay Hoag effect: companies start to exclude attendance data from proxy statements.A company ties massive NEO bonuses to “AI adoption speed,” which becomes completely discretionary and unmeasurable. Starts in Big Data and then happens everywhereMatt 2026 PredictionsWill happen:Sam Altman is caught lying to investors (and no one cares)30% of the S&P 500 will seek to implement a “retail voting” program by the fallHighest retail vote companies: Tesla (~30%), Intel (~30%), AT&T (~30%), Exxon (~30%), Apple (~30%), Pfizer (~30%), Verizon (~25%) - real paragons of board independenceCompanies where executives are suggesting college degrees or elite college degrees are “stupid” do not stop hiring largely from pools of people who have college degrees and/or went to elite colleges25% of CEO pay packages in the US move to “3 year vesting, pretend moonshot, billion plus, no clawback, no strings”Jay Hoag will not be voted off the Netflix boardIn the absence of engagement, precatory proposals, or other shareholder rights, there is one thing for shareholders left: vote no on director campaigns from NON ACTIVISTS (by which I mean institutional investors / pension funds with less than 5% or 13G filers)Specifically - there will be a 150% increase in exempt solicitationsAt least 10% of US large cap companies will have AI “board advisors” - bots that advise boards on legal and governance issuesCould happen:Mass labor movementThe 2025 “badge of honor” that was layoffs, the absolute bonanza of CEO pay, the explosion of “AI billionaires” and “AI took your job” stories, and the attempt to crush labor rights will escalate into the first violent confrontation between employees and their corporate overlordsWidespread strikes will hit, but in the least likely of places: tech and finance, where employees are replaced with AI faster than in other sectorsNatural outgrowth of the “it's someone else's fault” movement - everything is someone else's fault, not management's fault, with the primary culprit of lazy employees - we fired you and it's your fault, not oursThe anti-woke go woke and realize how much data they don't have, but need, to be anti-wokeAt least 1 large company announces it will no longer produce any employee metrics at all, not the count of employees, the names of executives (except where demanded by regulation), or any information that people work thereWith Oracle pioneering the co-Vice Chair and co-CEO roles on the board, and Target pioneering the underperforming executive chair, we see the first round of “Co-Executive Chairs” where the new ex-CEO stays on the board just under the old ex-CEOSeems absurd, but entirely possible:The first billion dollar option pay package for a non-executive director (7 year vest, zero at risk for performance)JPMorgan's new AI proxy voting robot starts an activist campaign seeking to vote out the Tesla boardA US board pays a “retention bonus” worth $20m in options due to the threat of Trump administration intervention and the CEO is close with the administrationExxon will add “shareholder demands” as a risk in their annual report

Palisade Radio
Rick Rule: The Reason to Exit Silver, What Rick is Buying & Why Copper is Still a ‘Coiled Spring’

Palisade Radio

Play Episode Listen Later Jan 8, 2026 48:14


Stijn Schmitz welcomes back the legendary Rick Rule to the show. Rick Rule is Investor, Speculator, Founder & CEO of Rule Investment Media. In this wide-ranging interview, Rule provides insights into various commodity markets and economic trends, highlighting key perspectives on precious metals, oil, and global economic dynamics. Reflecting on the remarkable performance of commodities in 2025, Rule notes that gold has actually been steadily growing at 9% compounded annually since 2000. While he doesn’t expect the same parabolic moves to continue, he believes gold will continue to appreciate over the next decade. For silver, Rule discusses significant market disruptions, including changes in trading patterns in Dubai and China, and notes that industrial demand remains structurally inelastic. Regarding the broader economic landscape, Rule offers a stark assessment of the US dollar’s purchasing power, which has lost 97% of its value since 1913. He predicts a potential further 75% loss in purchasing power, suggesting that governments will likely continue to inflate away debt obligations. This perspective underpins his strategy of saving in gold and maintaining liquidity in US dollars. In the commodity sector, Rule sees significant opportunities in copper, oil, and select mining stocks. He emphasizes the long-term supply constraints in copper, driven by decades of underinvestment and lengthy permitting processes. For oil, he recommends companies like Exxon and Canadian producers, noting the sector’s current undervaluation. Timestamps: 00:00:00 – Introduction 00:00:40 – 2025 Commodity Rally Drivers 00:01:25 – Gold Bull Market History 00:02:52 – Silver Shortage Fundamentals 00:05:49 – Silver Market Disruptions 00:08:00 – Silver Demand Inelasticity 00:12:40 – US Dollar Purchasing Power Loss 00:17:13 – Fiscal Challenges and Inflation 00:19:17 – Precious Metals Miners Value 00:23:20 – Private Placements 00:25:25 – Oil and Gas Opportunities 00:32:25 – Hated Commodities Overview 00:36:00 – Coal & Copper 00:44:20 – Concluding Thoughts Guest Links: X: https://x.com/@realrickrule Website: https://ruleinvestmentmedia.com YouTube: https://www.youtube.com/@RuleInvestmentMedia Classroom: https://ruleclassroom.com Rick Rule has dedicated his entire adult life to many aspects of natural resources securities investing. Besides the knowledge and experience gained in a long and focused career, he has a global network of contacts in the natural resources and finance sectors. Mr. Rule is a frequent speaker at industry conferences and is regularly interviewed for radio, television, print, and online media outlets concerning natural resources investment and industry topics. Prominent natural resources-oriented newsletters and advisories frequently quote him. Mr. Rule and his team have expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water.

Zacks Market Edge
3 Oil Stocks to Start 2026: Values or Traps?

Zacks Market Edge

Play Episode Listen Later Jan 8, 2026 25:29


With Venezuelan oil back in the spotlight, should you buy Exxon, Chevron, or ConocoPhillips? (0:15) - Will 2026 Be A Big Year For The Oil Industry? (4:40) - Tracey's Top Picks To Keep On Your Radar (21:50) - Episode Roundup: XOM, CVX, COP, SLB

Street Smart Success
675: A Highly Profitable Alternative Asset Class

Street Smart Success

Play Episode Listen Later Jan 8, 2026 51:42


Although it may seem like public companies such as Exxon and Chevron generate the lion share of our domestic oil production, they only produce roughly 30%. The other 70% is produced by smaller to mid-size companies. Many of these enterprises raise money via syndications from Private Equity, family offices, and High Net worth individuals. Depending on the size of the project, investment minimums can be as low as $25,000-$100,000 and have the potential to generate returns that far exceed those of other alternative asset classes. Michael Tanner, Co-founder and Managing Director at Sandstone Group, provides financial consulting and Asset Management for Oil and Gas and Energy clients.

Gaslit Nation
The "New Alcatraz": The Darkest Threat of the Venezuela Looting Spree

Gaslit Nation

Play Episode Listen Later Jan 7, 2026 46:25


Andrea joins Russian mafia expert Olga Lautman to expose the transnational looting spree and warn Stephen Miller will turn Venezuela into a new Alcatraz. First, we look at who stands to get rich off Trump's illegal invasion. Devin Nunes and a squad of Trump Media cronies just took over a company that tried to bid $10 billion for Citgo, Venezuela's oil crown jewel, right as their boss plotted a secret invasion. So who  won Citgo? Why, MAGA billionaire Paul Singer, a vulture capitalist who serves as Trump's ATM and hand-picked Marco Rubio for Secretary of State. Who else is a big winner? The Republican Party's longtime backers, Exxon. Just as Trump hoped invading Venezuela would boost his plummeting approval ratings, Maduro threatened to invade oil-rich Guyana to distract from his own corruption. Now that Maduro is no longer harassing Exxon in Guyana, Exxon's stocks are soaring along with the rest of Big Oil. But the darkest "follow the money" story goes beyond oil. The private prison industry rakes in a fortune thanks to Trump's cruelty. El Salvador's CECOT mega-prison holds 40,000, but Trump and Stephen Miller want space for 80,000 people kidnapped from the U.S. Construction takes years; so Venezuela offers the obvious solution: the "New Alcatraz." Outsourcing prisoners to a lawless, torture-filled transnational Gulag, a story censored by Bari Weiss's CBS News, is the most troubling crisis of MAGA's illegal invasion of Venezuela and co-rule with a violent oil mafia. There's always hope, but it requires a blueprint and courage. The Venezuelan people proved their 2024 election victory through heroic citizen vote-counting: a model of resistance that we in the U.S. must study to reclaim our own democracy. We must align with these transnational forces for good to dismantle the global crime syndicate. We warned you this would happen. Now, we must organize, stand up, and remain defiant.  Show Notes: Devin Nunes and others linked to Trump Media became officers of a company soon after it made an unsuccessful $10 billion bid for Venezuelan-state-owned Citgo Petroleum's U.S. assets by Wendy Siegelman https://newstracs.com/devin-nunes-and-others-linked-to-trump-media-are-officers-of-a-company-that-bid-for-citgo/2026/01/01/ Learn from Venezuela's opposition: The Official Unofficial Record How do you count almost 12 million votes if you're not the government? This week, we bring you the extraordinary story of hundreds of thousands of Venezuelans who created the only verifiable public record of votes in their presidential election — and other stories of people trying to correct the official record with their own versions. https://www.thisamericanlife.org/848/the-official-unofficial-record Olga Lautman's Trump Tyranny Tracker: https://trumptyrannytracker.substack.com/  Venezuela raid enriches MAGA billionaire: The ouster of Maduro is a financial windfall for a prominent Trump-supporting billionaire, investor Paul Singer. https://open.substack.com/pub/popularinformation/p/venezuela-raid-enriches-maga-billionaire?utm_campaign=post&utm_medium=email Opening clip: https://bsky.app/profile/thetnholler.bsky.social/post/3mbmostp3xk2j CNN Data Guru Reveals Trump's Devastating Drop in Approval Rating https://www.yahoo.com/news/articles/cnn-data-guru-reveals-trump-105250680.html Trump admin sends tough private message to oil companies on Venezuela: The White House has told companies they must rebuild Venezuela's crude-pumping infrastructure if they want compensation for assets seized by Caracas. https://www.politico.com/news/2026/01/03/trump-venezuela-oil-us-companies-return-00709782 The U.S.-Venezuela-Guyana Oil Triangle https://drilled.media/news/guyana-venezuela Gabbard abruptly ousted CIA Russia expert days after Trump-Putin meeting https://www.cnn.com/2025/08/28/politics/gabbard-abruptly-ousted-cia-russia-expert-days-after-trump-putin-meeting Tulsi Gabbard's history with Russia is even more concerning than you think https://www.independent.co.uk/news/world/americas/us-politics/tulsi-gabbard-russian-connection-dni-trump-syria-b2692244.html Join our community of listeners and get bonus shows, ad free listening, group chats with other listeners, ways to shape the show, invites to exclusive events like our Monday political salons at 4pm ET over Zoom, and more! Discounted annual memberships are available. Become a Democracy Defender at Patreon.com/Gaslit!  

The Vermont Conversation with David Goodman
'An act of war' — Sen. Peter Welch on Trump's Venezuela and Capitol insurrection

The Vermont Conversation with David Goodman

Play Episode Listen Later Jan 7, 2026 36:03


President Donald Trump marked the new year by launching a military assault on Venezuela and abducting President Nicolas Maduro. Some 75 people in Venezuela were killed in the Saturday attack and 7 U.S service members were injured, according to the Washington Post. Many Democrats and some Republicans have denounced the act as unconstitutional, while Trump has followed up by threatening more military action against Cuba, Mexico, Columbia and Greenland. This week also marks the fifth anniversary of the January 6th insurrection on the U.S. Capitol by a mob of Trump supporters who were attempting to overturn Trump's loss in the 2020 presidential election. I spoke with Vermont Sen. Peter Welch about these escalating domestic and international crises under the Trump administration just before he returned to Washington. The following transcript has been edited for length and clarity.David Goodman  Let's begin by getting your thoughts on the US actions against Venezuela this weekend.Peter Welch  It's reckless and it's wrong. I mean, let's acknowledge the military did a very professional job, but the decision the President made to depose the leader of another country, authoritarian that he was, and then to say that this is about us running Venezuela, and then to say that he wants our big oil companies like Exxon to take over Venezuelan oil brings us back to gunboat diplomacy. It's very, very dangerous. I'm adamantly opposed to what the President did.David Goodman  What did you as a United States senator know about this operation in advance?Peter Welch  Absolutely nothing. I'm a United States senator and the United States Senate is the institution that has the authority to authorize a military action. This was an act of war. We were never consulted. We were never involved. So we knew no more than any other citizen who woke up that morning. And what you're seeing is that the President is completely acting beyond the authority of an executive. In my view, Congress has to stand up and resist that. But we don't have Republican support, and we need that. I am a co sponsor of a resolution condemning this and I'm going to be urging my Republican colleagues that we not relinquish our authority and have a president who is exceeding the powers that the Constitution gives him.David Goodman  How is this supposed to work? For example, what happened when President George W. Bush invaded Iraq in 2003?Peter Welch  The President comes to Congress and asks for an authorization to use force, and in the case of President Bush, he did that before he went to Iraq. I was opposed to that and many members of Congress were, but a majority supported him. But the President did come to Congress. There's a reason for that. When we're going to put our men and women in harm's way, that's a major decision. Deciding to use military force is an easy decision for a president like Trump, but the consequences of it are paid for by our country and by men and women who are willing to serve at the call of the Commander in Chief. That decision should be deliberated. There should be a discussion, there should be a debate. There should be accountability by members of Congress that they said yes or they said no to this request by the President. What there shouldn't ever be is the arbitrary capacity of an individual who happens to be president to plunge us into a war.David Goodman  President Trump said in his address to nation on Saturday that this is all going to be free. It's going to be paid for by Venezuela. Do you believe that?Peter Welch  No, absolutely. He said that about the (border) wall too. Let's just discuss this. There is a decision that only the President made. Number one, the decision was to take out Maduro. Number two, everybody in Maduro's government is still in power. Number three, the President says we're going to run the country. How are we going to do that? Number four, he says our oil companies like Exxon are going to take over the Venezuelan oil fields. None of those things can happen and none of them should happen. So the President is saying, “they're going to pay for it.” This same president won't lift a finger to extend the health care tax credits that have already expired and where we're going to have about 25,000 Vermonters without health care as a result of that. No, this is bogus.David Goodman  Right now there are Vermonters in the Caribbean, the Vermont Air National Guard. What do we know about the role that they are playing in this operation?Peter Welch  First of all, we are all so impressed and appreciative of our Guard. They got 11 days notice right around the Christmas holidays and had to pick up and leave their families behind. There was no notice for them. What we do know is that none of them have been injured, and I am so pleased that that is the news that we have, and we are awaiting a report about what role they did play. But of course, we have the Air National Guard and they have air assets, and obviously those were a big part of this operation, so we'll find out. But I don't know exactly what they were requested to do.David Goodman  The President has described the strategic principle here as the “Donroe Doctrine,” his update of the 200 year old Monroe Doctrine. What do you understand Trump's doctrine to be?Peter Welch  The Monroe Doctrine was an assertion by President James Monroe that European powers could not colonize countries in this hemisphere. What the “Donroe” Doctrine is is the United States can impose its will on countries in this hemisphere. Totally different. It's more about gunboat diplomacy. It's more about imperialism. These are the President's words: “we're going to run the country in Venezuela,” “we're going to have our oil companies there.” That has absolutely nothing to do with the Monroe Doctrine. If the President is, in a kind of pathetic way, trying to make a new word of “Donroe,” the Don is more like a mob boss than it is a diplomat or a statesman.David Goodman  The United States does not have state-run oil companies, but President Trump is saying that private American oil companies are going to rebuild the infrastructure of Venezuela's oil industry. Does that make sense to you?Peter Welch  No, absolutely not. I first started getting interested in Latin America during the President Kennedy administration. There had been a history of the United States companies essentially toppling governments to their own advantage. United Fruit in Nicaragua, of course, the United States toppling an elected government in Guatemala in 1954. What President Kennedy did was really started moving us to where we were promoting democracy. The Alliance for Progress, the Peace Corps -- they became the United States engagement in Latin America and South America, which were more premised on the ideals of democratic participation and democratic rule. President Trump has repudiated that totally and completely. What he wants to do is have transactional engagements with these countries that benefit him or benefit American companies. The aspiration for democratic rule or facilitating the path to democracy is totally rejected by this President. It is completely the wrong way to go.David Goodman  In the first year of President Trump's second term, the United States has taken military action against seven different countries, including three that we've never waged war against. After attacking Venezuela, Trump threatened action against Cuba, Mexico and Greenland. What can or will constrain him?Peter Welch  It has to be Congress and the American people. But right now, the biggest dilemma we have in Congress is that my Republican colleagues have abdicated the constitutional authority that we have as members of Congress in so many areas that the President is acting more like a king. Under Article One of the Constitution, Congress has to vote on war making and authorize it in Appropriations. It's up to Congress, the power of the purse. The President is disregarding that. In area after area, my Republican colleagues have been willing to abdicate their authority and their responsibility and delegate it to the President. So you're having this undemocratic concentration of power in a president who knows no limits and thinks that because he is president, he can do whatever he wants. That's a real threat to our democratic governing system.David Goodman  This seems to have opened up some cracks in the MAGA coalition. We are hearing about opposition from Marjorie Taylor Greene and Representative Thomas Massie, also Senator Rand Paul, who have opposed this break with the idea of “America First.” Do you think this could cause other fractures within that coalition?Peter Welch  I do. Americans do not want us getting involved in foreign wars. They support our military, and we need our strong military to make certain that we're defended. But this action in Venezuela is not to protect us from a threat to our country from Venezuela. His talk about taking over Greenland is not to protect us from a threat by Greenland or Denmark, and likewise, Colombia. Most Americans know that asking our citizen soldiers to go to war for presidential preferences is absolutely wrong. We've got to take care of things that are really tough for everyday working people in our country. Right now, Vermonters are losing health care. The President hasn't lifted a single finger to extend those tax credits so that Vermonters and Americans won't lose health care. The president ran as a person who was against these “forever wars” and now he's embracing these wars, not just in Venezuela, but also the threats In Colombia, the threats in Greenland and in Cuba. Why?David Goodman  Why do you think he has pivoted in such a dramatic fashion from a core principle that he has run on?Peter Welch  The biggest support group he has is the billionaires. If Venezuelan oil is now suddenly run by American oil companies, they benefit. And I'm not even certain the oil companies want what he's doing. The President is very, very good as a politician in stoking division, but his real loyalty where his policies have consistently been applied is when it comes to enhancing the wealth of the very wealthy. The tax cut bill, the One Big Beautiful Bill went largely to billionaires. When he talks about foreign policy, he talks about getting American companies in Venezuela in on the oil. When he meets with leaders from Middle Eastern countries, they talk about crypto deals or meme coin deals that involve his family. That's an obvious motivator for the President. It's really tough for Vermonters now with health care, with the cost of housing, and our small businesses that are contending with these tariffs that are really punishing their ability to sell their products and compete. They don't have the telephone number of the Secretary of Treasury where they can call up and get an exemption like a lot of Trump friends can. Our job is to get us focused back on the well being of American citizens, of having a fair and square economy where people work hard, and if they do and they have a good product, they can get ahead and their success doesn't depend on whether they're connected to the President or whether they made a big fat campaign contribution.David Goodman  This week marks the fifth anniversary of the January 6 insurrection in which Trump supporters attacked the US Capitol. You were in the Capitol that day. How did that experience change you, and in your view, change the country?Peter Welch  I was shocked, as we all were. I was in the gallery in the House of Representatives about 30 feet from where the shot was fired. I was on the floor above, but it was right below me. I couldn't believe it. And I was there when the mob was breaking the doors down. They were ultimately unsuccessful, but they broke the glass. I was seeing our security people with guns drawn. And what to this day still stuns me is that even though I was there, even though in real time I was hearing the shot, I was seeing the glass being broken, I didn't believe it was happening. It couldn't happen because this is the United States of America, and we've never had an insurrection to stop the peaceful transfer of power. We've been so blessed with this tradition where the winner is certified as the winner, and where violence is not used to change the outcome of an election. That changed that day. And what was also painful was to see these Capitol Police officers who I see every day, and they're just wonderful people that work hard, and they then became vilified, as though they were the attackers and the people who attacked them, who kicked them, who spat on them, who bit them, who tried to rip their helmets off and nearly break their necks -- those people were pardoned for attacking a police officer. That continues to be shocking to me. And you've got President Trump trying to rewrite history. We can't on this fifth anniversary allow that to happen. And I'll be with many of my colleagues who will be on the Senate floor describing what happened that day, what we experienced, and what the true history is of that event.David Goodman  That's such a powerful image of you not believing your own eyes. For decades, you have believed in one kind of American story, and even though it was unraveling in front of you, you couldn't believe it. Do you feel like you still respond that way to some of what you're seeing?Peter Welch  It's changing. Our democracy is under threat with what Trump is doing. There's no question. But here's what is now animating me. I think about those police officers who reported for duty, and then even through what they've been through, they keep coming back. I still look at the Capitol when I walk to work, and I just think about the incredible commitment this country has had in its constitution, in its declaration of independence to the aspiration of equality of all men and women, and how so much of our history has been about the effort to achieve that, to make it more real, to make it more encompassing for more people. That's a worthy goal and it is under assault now. But I think about folks who came before me like John Lewis, and Martin Luther King, and how they devoted their lives to the perfection of our democracy. It'll never be perfect. But isn't it a worthy aspiration, even if it's under assault?David Goodman  Do you think something like January 6 could happen again?Peter Welch  It could happen again. This a jump-ball situation. What's going to be the outcome is not inevitable, and that's why it takes all of us to do whatever it is we can. We're in a very dangerous place in our democracy and what the outcome is going to be, I can't predict. But I can tell you this, we in Vermont are going to do every single thing we can. What Vermont does is (have) fierce debate about how to solve this or that problem, but also a shared sense that we're all in it together and that we have a shared obligation to the future of our state. We need more of that in Washington.

Alles auf Aktien
Nvidias Roboter-Wette und die unterschätzte Lateinamerika-Lücke

Alles auf Aktien

Play Episode Listen Later Jan 6, 2026 25:09


In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Fantasie bei Ölservicefirmen, neue Lebenszeichen beim Bitcoin und die Vermögenspräferenzen der Deutschen. Außerdem geht es um AST Space Mobile, Robinhood, Archer Aviation, Riot Platforms, Coinbase, Jaguar Land Rover, Siemens, Palantir, CoreWeave, Supermicro, Magna, Nebius, Microsoft, Schlumberger, Halliburton, Chevron, Exxon, Conocophilips, Valero und Phillips66, DWS Invest Latin American Equities (WKN: DWS0VM), Nordea Latin American Equity Fund (WKN: A1T8Q4), Amundi Funds Latin America (WKN: A0DNS3), JPMorgan Funds - Latin America (WKN: 972079), Amundi MSCI EM Latin America ETF (WKN: A2H58P). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Squawk Pod
5 Things to Know Before the Opening Bell 1/5/2026

Squawk Pod

Play Episode Listen Later Jan 5, 2026 2:54


The 5 things you need to know before the stock market opens today: Chevron and Exxon are seeing shares rising after the U.S. capture of Venezuelan leader Maduro, airlines are adding extra flights to ferry passengers stranded in the Caribbean since that military operation, Philadelphia Federal Reserve President Anna Paulson says more interest rate cuts could be a ways off, Tesla under pressure after missing fourth quarter delivery expectations and the third “Avatar” film maintains box office dominance. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

ExplicitNovels
Quaranteam - Dave In Dallas: Part 10

ExplicitNovels

Play Episode Listen Later Dec 31, 2025


Quaranteam - Dave In Dallas: Part 10 Dave & Olivia use skills meant for a last resort.Based on a post by RonanJWilkerson, in 12 parts. Listen to the Podcast at Explicit Novels. Let's review the list of characters: David Belsus – 46, physics & astronomy professor at Eastfield college, a community college in the Dallas area. Prepper, survivalist, has a greenhouse in his backyard and lives in an outer ring suburb. Six foot, fit, short cropped hair. Lupie Ramos – 32, former financial advisor, Dave's neighbor, got caught out of state when the lockdowns started. She spent two frantic weeks trying to get back to her daughter. Lupie has been in love with Dave for over a year. Long, dark brown hair, medium build, and a lovely smile. Esme – 9, daughter of Lupie, prone to the occasional snarky comment. Adores Dave. Becca; 18, Lupie's babysitter, was watching Esme when lockdowns occurred. Her refusal to abandon Esme, as her mother insisted, likely saved Becca's life, since her extended family ignored precautions and died of Duo. Esme, Lupie, and Dave are all Becca has left in the world. Short, medium build, small tits, with short blond hair and a smile that is shy with strangers and beams with family and friends. Janice Wheeler; 33, Dave's first partner to arrive, a librarian at Cedar Valley, another community college member of DCCCD. Slender build and medium height, Janice is 3/4 Korean, her paternal grandfather is Anglo. Medium length black hair often pulled back in a bun for work or ponytail at home. Shawna Cooper; 36, senior meteorologist at WFAA, Master's degree in meteorology from O U, worked at NSSL and spent time as a storm chaser. Whole hog sci-fi nut, beginning with Start Trek TNG. 5' 10", large tits, medium brown skin, dark brown eyes, shoulder length black hair styled like a frizzy weeping willow. Olivia Tyler (Liv); 21, senior studying horticulture at Tarleton State University, near Dallas. Daughter of Carter and Janelle, Dave's best friends since college. Had a well-known crush on Dave throughout her teen years. Since her dad was former SF and a survivalist, Liv is skilled with several firearms as well as bladed weapons. Never failed to take a deer any season she's hunted. 5'10" long, dark brown hair, large tits, lightly tanned, brown eyes, and a wide smile. Melanie Ustanich; 22, graduate student in IT at Tarleton, Liv's roommate, recently found a passion for cooking. Spent most of her life in foster homes, Liv's parents accepted her like family the first time she went with Liv on Thanksgiving Break. 5'8" medium length auburn hair, green eyes, small mouth with a ready, mischievous smile. The ladies came through, leaving one mug beside the detective and swiftly exiting with the pot, several mugs, a milk jug, and a small container that may have just been repurposed as a sugar dish. Verratti pushed her mask up to her nose to take a sip, holding the mug like a sacred talisman, her eyes closed and a look of bliss dawning on her face. It was a short day. She opened her eyes and the distance they contained sent the brief appearance of joy below the horizon once again. Laying her mug back on the table, she pulled her mask back into place. "The man that was with you that day at the range?" "Yes, my friend Carter. He was the one that arranged the time on the range." "And how did he manage that? Didn't you say a few times he was a security guy?" "He runs physical and digital security checks for sites his company guards. He and his guys also get hired out by insurance companies to check out their client's security plans as well." For a moment, Dave allowed himself to forget the pain and use the present tense. "I think you mentioned a few times before class that he was in special forces?" "Yep. He likes to say his civilian job is kinda similar to his work in the army, just with paintball or laser tag gear." "Good." She motioned him to sit close, so she could speak lower. "You've stumbled into something no one seems to be working hard to solve." Dave's eyebrows stitched together. Her tone was more ominous than her words. "Nine weeks ago, a truck carrying seven vaccinated women was attacked. It was on its way to some rich neighborhood to deliver partners to the McMansion set. The attackers covered their tracks reasonably well, so we never caught them. Two weeks ago, a shipment of vaccine got hit between Grand Prairie and the Vax Center. They didn't even try to take the whole shipment, just grabbed a bunch and ran like hell. The chopper that was following them didn't have infrared on it, so they lost track of them in the trees in the dark." Dave stayed silent as she paused to gather her thoughts. "Look, I shouldn't have said any of this, but nobody's doing anything. Your friend has the skills to deal with the problem. And the way you've always presented yourself, if he's your friend, then he'll want to apply his skills to right a great big fucking wrong that's being ignored. There's an Air Force liaison office in the station right now. They're supposed to coordinate a military response to big attacks, but they've been blasé about both attacks." "Wait? Military to take out crooks? I mean, even big deal shit like this? Shouldn't that be done by SWAT or ATF?" She stared at him. If he had to guess, her lips were tightly pressed together under her mask. Her words were tightly spoken as she continued. "The fact your attackers cut their fallen buddies' nuts off suggests they had bonded female partners. That means either the hijacked transport, or the vaccine attack. Maybe both. And that means they may have been coming here to abduct your partners and bind them to themselves." "But that would kill them!" Dave started out as a loud interjection, but at her look, and as his own self-control kicked in, he dropped to a strenuous whisper. "There; is a way. But only if the man is dead. There was an ER nurse on the first transport. She would have known about the procedure, at least in broad terms." She pulled a map from her valise. Unfolding it, she pointed to two locations. The attacks happened here, and here." "Yeah, that stretch of I-20 is a bit empty, even being in the middle of urban sprawl." "Because of that attack, they moved the flights to Love Field." "No rural hideouts along the way." "Exactly. Now look, here's where the chopper last was sure they had an eye on them." Her finger indicated a spot southeast of Athens. "What I'm asking you is to get a hold of your friend. See if he and some of his team are willing to investigate; and maybe rescue some of these women. No one else is doing anything about this. And they are escalating." "Do you think they'll try again here?" "I don't know. Not anytime soon, you gave them plenty of reasons to give this place a wide berth. I can't swear to that, but I'd say they'll at least leave you alone for a while." Which means they may be coming for my family again. Whenever they feel like trying again. No point in telling her about Carter. I'll have to do this myself, but I'm not telling her that. A trained, former special forces operative that still does security testing is a reasonable person to ask to do this. A community college professor that's been trained by his prepper buddy doesn't sound nearly as reassuring. Fuck Carter, why the hell did you have to die? "How sure are you on that last sighting?" She flipped her notebook back several pages. After consulting her notes, she carefully laid her finger again on the map. "Right there." Dave stared at the indicated location, noting nearby major road intersections and the distances from each to the tip of her finger. Mainly, he looked at the roads that formed a boundary around the area. The raiders may not be inside that space, but it was a place to begin. "Be very careful. There's suspicion that some army deserters are with these guys." She took a deep breath. "It's like pulling teeth getting anything out of the Air Force woman about this. Please professor, talk to your friend. I'll contact you in a day or so to see if he's responded." "Why don't I just call you?" "I'd rather have that discussion when I'm not at the station or around other officers." "Okay. You need anything else from me detective?" "No. No, I should be going. I'll call in a few days." "I'll be ready." Hope I've found them by then . Dave walked her to the door and locked up behind her. He slipped over to the parlor to check the window patch for any air leaks. Dave ran his hand around the edges, slowly, but felt no movement, not cold streams. Some of the family had come downstairs, now that the weather was once again outside. Dave sat in a chair, staring off into space while the others red or talked. This may take more than a day, just to find these guys. And once I do, I'll need time to observe, and then time to plan. Food, water, ammunition. I'll need something long-range. My best bet will probably be picking them off one at a time at first. I've got silencers for the MP5's, but no subsonic ammo. It's still going to be obvious when I shoot. Carter has all the subsonic ammo. Imagine the look on the face of whoever finds his armory. Fuck, what if they just bulldoze the place? Yeah, Liv and I need to try and get his weapons and equipment. Wait, I have subsonic.22LR. I could use that for the first few. Fuck, I'm really doing this. That means I'll be gone for a few days. It's already been two days for Rebecca, and she's on such a short fuse. We really ought to ask the vaccine experts why that is. Gee, what a call to make. "Hey, vaccine guys? Yeah, look, I've got this eighteen year old cutie that just insists on having sex every four days. Like, she's climbing the walls by day five. What's up with that?" I'm sure they'll have all kinds of sympathy. Well, I have my first thing I've got to do before I go. Dave found Becca in the room she and Reena shared. The one they'd previously used as a 'hotel room' the night the ladies put together for prom. Reena was not around. "Hey, sexy nerd girl, what're you up to?" Becca rolled on to her back from her book reading. Her face was glowing, though she was also blushing from her scalp to, well, lower than her shirt collar. She very cutely bit her lower lip. Dave chuckled. "You are so damn cute, ya know that?" Her face twisted a little. "Demotion huh? I've gone from sexy to cute in less than a minute." "One does not preclude the other. There is an intersection of the two. In my opinion, you exist within that intersection." "God, you know how weirdly sexy it is that you can talk math about sex?" "You know how great it is that you're one of two partners I can talk to that way? Most of the others either won't get it, or will be turned off by it." The radiant look Becca got from the compliment was exactly what Dave was going for. She wasn't just a teen hottie, or gamer girl, or some other check box. She was his younger nerd partner that he got to introduce to so many things he loved that were new to her. Or, things she'd heard about, but not yet experienced. And she was fun in bed. Becca's hand slipped to the hem of her t-shirt. Dave stepped swiftly up to her bed and grabbed her hands. He pulled her around so her ass hung off the edge of the bed and her head was braced against the wall. She and Dave were still experimenting with different ways to have sex. She'd recently mentioned that quickies sounded kinda hot. Dave figured now would be a good time to try. He grabbed her shorts and panties at the hips and pulled both down to her calves, bringing her legs straight up in the same motion. Dave leaned against her, her ankles on one of his shoulders, as he unbuttoned his pants and shoved pants and boxers to mid-thigh. The aroma of Becca's arousal reached Dave's nostrils, matching the signal that her panting breath and lust-filled eyes were sending. Truth to be told, he was fairly revved as well. The little gasp she gave as he hand-fed his mostly hard cock into her saturated pussy was delicious. Dave leaned in closer, folding her legs back onto her body, her ankles on either side of his head, her shorts against his collarbone. He drilled her fast and hard. This wasn't love making, wasn't a tantric exercise, and was not 'the full Dave'. A quickie was just that; hard, fast, and get 'er done. Becca's cute little huffs and grunts urged him to keep going, her moist, rippling channel gripping his shaft and egging him on. In due time, Dave felt that familiar tingle in his balls rising up through his cock and he began firing his hot seed into her eager passage. Becca shuddered and convulsed the same as if Dave had taken most of an hour lifting her to ecstatic heights. Dave leaned a bit further in to kiss Becca tenderly on the lips. Becca giggled. "That was fun." "Good, we can add that to the repertoire," Dave said, buckling his pants. He leaned in for another kiss, this one with just a moment of lingering, before walking away. Becca's eyes shone brightly as they followed him. Now I wait. Dave spent the rest of the evening sitting with his ladies, sometimes talking, mostly listening. Lupie called everyone to the dinner table. A nice warm casserole that soothed the insides after most of the day with the inside matching the weather outside. Downstairs anyway. Mostly what Dave remembered from the evening was looking around the table at his family as they chatted and moved on from the events of the morning. Mostly. Every once in a while, someone's attention wavered, or they flinched from a sound. That's why I have to do this. Dinner was late enough that some began their night time routine once it was over. It had been a draining day, even for those that had huddled upstairs. The emotional impact, the fear and anxiety they'd gone through took a physical toll. "Hey, Shawna, let's meet in my office in a few minutes, okay? I'll find Liv and Mel and have them join us." "Sure. Night security?" "Yeah. The detective was reasonably sure there wouldn't be a repeat tonight, but let's be safe." "Okay." Shawna hugged him tightly. Dave went off to find the other two, then made his way to his office. Even though they'd just finished dinner, he felt a bit munchie. He pulled a half-eaten pint of blueberries out of his fridge and snacked slowly. Each woman smirked as they entered. Shawna started imitating the guitar intro of a certain song by Black Sabbath. Dave just shook his head with a rueful smile. Then he popped a few more berries in his mouth. "We need to maintain a watch tonight," he informed them once he'd cleared his mouth. "The threat is perceived to be low, but I'd rather not take a chance. I'll take first watch, then wake Shawna to relieve me. She can wake Liv, and when Liv's shift is over, she can wake Mel." The way Olivia stared at Dave made him wonder if she suspected his real plan, but she said nothing. "We'll post guard here in Shawna's morning room with the door open. It's right at the top of the stairs, so anyone would have to come past the guard to get to any of us. I'll drag the chair from that room to the door, far back enough that anyone looking in will see darkness, but near enough the guard can see the head of the stairs and part of the hallway in each direction." "That's it. Get some sleep. When it's time to switch over, get up and get moving. We'll have one pistol out and transfer that over. Don't go to bed until your relief is in place." Shawna came in for a kiss before she left. A long, slow kiss with no tongue. She looked meaningfully into his eyes before she walked out, saying nothing. Dave waited over an hour for all the activity in his house to settle and everyone to fall asleep. He slowly and quietly rose from his seat. He slipped in to the master bedroom to find Shawna on the outer edge of the bed. Of course she'd thought ahead so she wouldn't disturb the others. Dave lightly tapped her foot, and she stirred awake. Dave went back to his post while she dressed. Once she got there, he handed over the pistol. "You're going after them aren't you?" she whispered low and urgent. "Yes. It's the only way to ensure everyone's safety. These guys are a danger to us, and others. The detective was so frustrated with the inaction, she told me other events that have happened, but no response from the police." "Other houses have been attacked?" "No, the other attacks haven't been on houses, but they look related." "How far away are they?" "I don't know for sure. She gave me some information on the last place they were seen." "Then how long will you be gone?!" She kept her voice low to not disturb anyone, but there was a 'shouting' tone to her whisper. "I don't know. I'm taking food and water in addition to the rest of the gear." "David, please be careful. All our lives depend on you." He wrapped his arms around her for a tight hug. "I know. I'm doing this for your safety. No more middle of the night break ins." He paused for a moment. "Carter took me through a few scenarios that apply. We had to use paintball guns for those trainings, but I've spent plenty of time on the range with all of these weapons. I won't be as good as Carter, but I'm good enough to pull this off. I'm coming back to you babe." He pulled back so they could look each other in the eyes. "You are plenty of reason to come back." "Me and eight others," she said with a teasing grin. "Anyone of you alone is enough to go fight this fight and get my ass back here in one piece. I finally understand Carter now. Somethings you have to fight for." He slipped away from her and went to the master bedroom closet. In a box tucked away in a corner, he pulled out a set of lightly used 90's era BDU that Carter'd urged him to get from an Army-Navy store. It was not the only set, but he wasn't going to be gone that long. Hell, his partners would all be screaming for doses by then. After dressing, and donning his combat boots, he walked silently out of the bedroom. That he had to pause and prep his mind for. Carter had shown him how to walk quietly in these boots, it just took practice and care. It had been a long time, so he ran through the lessons and practices in his head for a minute after he had them on. He trod gently down the stairs to the gun closet. He typed in the code and swung open the door. That's when the darkness at the end of the unlit hall moved. "Go to bed Olivia." His voice was flat. "You are not going after these guys alone." Dave flipped on the light in the small space. The illumination spilling into the hallway revealed Olivia in a matching pair of BDU. "How the hell?" "I mailed myself a box to this address before I reported to the vaccine center. Mostly other stuff, but one set of woodlands and my best broken-in boots." "Livy, you need to stay here and watch the others." "I need to watch over your ass and bring you home so you can keep fucking all these women that are addicted to your cum." Dave felt a wave of shame at the comment. That he was risking himself, some, but their safety required he take out this threat. That he was; unfaithful to any of these women, because none of them were the only one. Yes, he could personally enumerate all the reasons why, but that didn't change the visceral reaction of a man that never wanted a lot of women, just one that he could be devoted to, and vice versa. "Liv ;” "I'm not trying to talk you out of this. I'm certainly not condemning you for having multiple partners, David. On behalf of myself, and all your partners, I insist I go with you and provide overwatch. You know I'm a better sniper than you. You're better at CQB. We do this together." A cold hand gripped Dave's chest. "Olivia, I already dragged you into one gunfight. I won't do it again." "You didn't drag me into anything. The world sucks and some people are assholes. The same guy that taught you raised me not to just stand idly by. I'm going with you." She came in close, molding her hand to his jawline. "You didn't cause the attack this morning. You stood in the gap, and I stood with you. What you're about to do is needed. And I'm standing with you again." Without another word, she slipped around him and started gathering her gear. Dave joined her. Within half an hour, they loaded tactical gear, ammo, weapons, water jugs, canteens, and field rations in Liv's pickup and got on the road. They were completely in sync, though neither spoke a word. Chapter 12; A Walk on the Chaotic Good Side. October 29, 2020 12:30am The hum of the heater fan on its lowest setting combined with the warm air coming off the windshield were not helping Dave maintain alertness. Livy drove while he checked their route against what he'd seen on the detective's map. So far, it was just a matter of 'drive towards Athens'. Dave snuck the window down a little, inviting some cool air to help him stay fresh. Not too far, though. Occasionally, they'd run into an isolated cloud still giving up a pittance of drizzle, remnants of what passed over their house yesterday morning. Mostly it was just cold. "I miss the little triangle windows that pivoted open on Dad's old beater pickup." Dave chuckled. "Yeah, those were useful. Guess somebody decided to save money and make them fixed instead of movable." Olivia humphed in response. When she said nothing for a few minutes, he reached into the bag on the seat between them and pulled out an apple. She didn't notice until he took his first crackling bite. "Damn. Again?" she laughed. "Fill up too much and you'll bust out that stab shirt. Sorry, it's just;” "I'm eating way more often than the rest of you, and not gaining any weight. Yeah, I know. They said this serum shit has weird side effects. Seems for me it's kicked my metabolism into the stratosphere." "Oh, big words like 'stratosphere' huh? Hmm, ya know, the higher metabolism would explain why you're outrunning me." Dave turned his head towards her, a mock annoyed expression on his face. "I've been faster than you for years. For a bit there in your teens you gave me a good challenge." Liv giggled. "I got faster so you'd have to look at my ass." "I worked harder to stay ahead of you so I wasn't looking at a sixteen-year-old's ass." Out of the corner of his eye, Dave noted Livy giving him a rueful look. With a quiet voice; and one eye on the road; she asked, "Is this the only way we could have been together?" His heart skipped a beat. His voice was deepened with loss when he replied, "I don't know, Olivia. I just don't know. The two of us together would have been a very unusual pairing in other circumstances. No law would have stopped us being together but a lot of custom and tradition would interfere." He reached his hand out and she took it. "So it was either this, or an asteroid hitting the Earth for me to get you?" Dave laughed. "Maybe not quite that dramatic." Their joined hands lay on the seat between them for a time, enjoying the union of their lives as the cold, damp miles passed. Half an hour later, signs proclaimed a junction ahead as they neared their first waypoint. "Want me to stay on 175 and go east around Athens?" "No, west on 7. When we get to the southside of town, we'll take 19 south." Dave waited before asking, "You need to switch out. We've both had long days." "I'm good. Just hand me another Dr. Pepper." Dave knee-stood in the seat, reaching back to the cooler with water, soda and reusable freezer packs. Ice would have been too loud loading at the house, and going to an automated ice station was more deviation than he was willing to take. The drinks weren't ice-cold this way, but they were at least cool. Between the caffeinated soda, and the No-Doz bottle in the glove box, they could fight off the drowsiness the road hum threatened to induce. Weirdly, the squeeze from the compression shirt for the stab plates helped keep him awake, though it did make it tougher to twist around for things. Maybe if he wore it more often, he'd know how to move better in it. With the late hour, and pandemic rules in effect, they hadn't seen another vehicle since pulling out of their own driveway. They crossed three overpasses for major roads out of town before exiting to southbound 19 / Palestine St. The creepy feeling intensified as they took their exit. The north side of the road held a hospital with what was undoubtedly the only ER for thirty miles around. In some directions, even further than that. And there was no activity at all. The lights were on. But no signs of human movement. A few miles down the road they passed the middle school, completely abandoned since March. Liv's hand slipped back to the middle of the bench seat. Dave added his to hers, holding her gently but firmly. Ten minutes later, with their headlights boring holes into the pitch black, Dave's phone buzzed. He pulled it out, noting the time was now approaching 2am. -There's been another attack, this time on a very rich man's estate. Bodyguards dead, left laying there. -Rich man dead, carried off, along with most of his partners. -Last seen southbound on 45, suspect they are taking that to 287 until Palestine. No intelligence beyond that. Please ask your friend to decide quickly. Dave quietly fumed. Another attack meant more suffering that he hadn't prevented. That was the whole point of this crazy scheme wasn't it? Immediately, he recalled a story Carter had told only once, after they'd been roommates for more than a year. It was a 'Boy's Night In' with two pizzas and a tsunami of beer, and some typical action flicks playing. Dave's friend related a time when they'd been too late to protect a local villager that had cooperated with the Special Forces team. The local government goons had not been kind to the collaborator. Or his family. "We found out too late, got there too late, not a fucking thing we could do. Not one fucking thing. Except," he raised his head so his bloodshot eyes were revealed, "we tracked the fuckers and took them out before they got back to their base. It was beyond our mandate. We were supposed to train only, not engage directly. We did it, and never talked about it." Track the fuckers down and take them out. Little wonder why that particular memory surfaced now. "Something wrong?" "Text from the detective. They hit another house. Successfully this time." "Oh shit. What are we going to do?" "What an old friend once told me was the only real option. Track the fuckers down and kill them." "Dad was such an eloquent man." Dave barked a laugh as he texted back. -We're already enroute. -We'll locate them on the run and track them to their base. -Thank God. -And thank your friend for me. Dave still saw no reason to inform her of his omission. Well, he felt a little guilty, but she'd get over it. Lupie on the other hand, might just tie him to the bed and spoon feed him between each woman's 'dosing' turn. Shawna might or might not help Lupie, but she was not going to help Dave avoid Lupie. Hell, by the time he got back, Lupie might be so worked up she'd chew him out exclusively in Spanish for over an hour. In between kisses and hugs because his dumb ass came home in one piece. Getting his mind back on the present, Dave pulled up a map on his phone. "This may make it easier to find their base. They're coming down 287. Previous attempts tracked them as far as Palestine. We'll intersect with 287 just outside Palestine, so we'll pick a good spot when we get there and wait. I suspect they will be an hour or half hour behind us." "K." Dave zoomed and scrolled on his map for several minutes. "There's a community college north of the intersection. It has a parking lot that will give us a good view, but far enough away we could miss something. There's also a gas station and a convenience store on the south of the intersection, on the west side that would give better views, but higher risk of detection. It's probably closed. If we're the only car there, it's going to be awfully suspicious; especially if we pull out right after they pass." "Don't worry, Dad gave me a few lessons on shaking a tail, and on tailing. Just before I went off to college, he even had me drive back country roads with no lights; on the road or car. If we can avoid getting noticed when we first pull out; by waiting 'til we can just see their tail lights; we should be fine." "Let's go for the convenience store first. If it looks too dicey, we'll move off to the college parking lot." Liv nodded her agreement. The silence that followed persisted until the intersection loomed. The community college parking lot had all of its lights on, as did the Exxon just south of it. The Valero on the west side and south of the intersection had its awning lights on, but no more. No lights were on around the convenience store south of the highway confluence. Even better, there were two vehicles parked in the lot. Liv pulled into a space near one of the other vehicles. But not too close. She killed the lights, lowered the windows halfway, and turned off the ignition. Both occupants of the truck surveyed first the near vehicle, then the more distant one, looking for any sign of occupancy. If these guys were good, they might have a lookout posted to watch for a tail. During the forty-five minute wait, neither their eyes nor ears detected any sign of another person in the parking lot. For that matter, there was no sign of anyone around the college, or in the gas station south of them. The station across the way probably had an attendant inside. A low rumble coming from the northwest initially alerted Dave and Liv to their approaching quarry. Without exchanging words, they each hunched down in their seats. Both were on full alert. Hunter versus hunter was a dangerous game. Of course, if one hunter doesn't know the other is around, so much the better. For the other at least. Five S U V, varying from mid-size to huge, rolled swiftly through the interchange. They slowed from far in excess of highway speeds, down to something reasonable for the possibility of merging; if one had incredibly sparse traffic to handle. Which worked just fine, since there was absolutely zero traffic to merge with. As the engine sounds began to fade, Livy sat up and started the engine. She quickly doused the lights that automatically lit up before backing out from behind the vehicle two parking spaces over. Hopefully, it shielded them from the target's notice. Well, that and the fact the targets were headed away from them, and presumably keeping hostages in check. With swift, smooth motions, Olivia got the pickup on the highway following the distant trail of tail lights. Noting the woodlands on both sides of the highway limiting visibility around the curves, Livy began rapidly closing the distance. Balancing that were the few streetlamps and the need to not show up in the last vehicle's rearview mirror. The train of S U V passed under one, went dark again except for the taillight; which brightened briefly; then were illuminated again for a flash before disappearing. "Shit," she muttered. "It's gotta be the underpass for the loop. That's why they went left and cut off. They went behind the embankment. Just take the loop to the left and keep pressing. We'll catch them. Just be careful of more street lamps. I'm not sure if this loop they're hopping on is limited access. If they hit stoplights, we'll need to be very careful to avoid notice." "Right." There were a few traffic lights to negotiate, but both were solid green the entire time the runners and the pursuers were in view. The greater concern was the street lights near the intersections. Increasing their following distance once a traffic light became visible bought them some grace. They also took the risk of allowing the convoy to get out of view over a small rise while they waited just outside the pool of light before making the left at Park Ave. That was followed by mild panic until they could catch up with their quarry. A sweeping left turn awaited just over the crest. Dave spotted tail lights turning right as they finally hit a straight section. It turned out to be another curve in the road. This road had just enough curves to allow Livy to close the distance and remain unobserved. As the pursuing duo came around one curve, the convoy ahead was disappearing around the next. Just as they cleared a shallow 's' turn, Dave spotted tail lights disappearing to their right. "Ease up, I think we're going off onto a narrower road." By the time they reached the turn, Liv had them at an appropriate speed. No sign of the convoy ahead, and greater darkness with the trees closer in, she had to go slower. Fortunately, the road was winding through a few tight turns which caused the convoy to go even slower. They managed to catch sight of taillights and hear engine noises through the trees before they got close enough to be noticed. The asphalt took a gradual rightward curve, but a faint red glow inside the dust cloud ahead signaled the convoy had plunged ahead onto the dirt road. Hunter and unwitting prey slowed again, but the frequent braking and the scattering effect of the dust kept Dave and Liv well aware of their quarry's position. Liv coasted and maintained distance so she never had to touch the brake. To do so would reveal their pursuit. The convoy slowed further and Liv allowed the truck to coast to a stop. "Let's find a place to park this thing and dismount." Dave pointed off to a small pocket beside the road where the trees curved away from the dirt track. Each opened their door gingerly, sliding quietly to the wet grass. Liv and Dave first checked their own gear, then each other's. Satisfied they wore or carried everything they thought they would need, they eased the doors closed, latching them softly. "One benefit of this weather; the gators will be hibernating, and maybe the snakes too," Dave said in a whisper. "Brumating. And probably yes on both counts. The gators will be in the water, but the snakes will find a burrow or hollow log. So stay away from likely hidey holes." "Yes, professor." Dave's wry grin was both smart ass and respectful. Liv's nature knowledge far exceeded his own. Her reply smile was appreciative. Then both faces went blank as the two focused on their mission. Using every technique Carter had taught him, Dave slipped stealthily through the trees. Crouching, he moved swiftly from bole to bole, taking care to avoid rock piles and downed logs. The red glow in the distance was diminishing. He noticed sets of tail lights lining up side-by-side before extinguishing. They were parking. That was a good thing, because Dave and Liv were already on foot. That also meant the possibility of guards on the perimeter. Dave paused a bit longer in his position, searching for any sign of patrols or stationary sentinels. Seeing none, he dashed forward to a new location and watched again for any sign of an observer. Liv moved from her prior spot to the place Dave had just vacated. Morning twilight was in full swing, so the pair had good lighting. Periodically, Dave observed men moving to each vehicle, removing a woman, and leading her to one of the buildings. A few men guarded the vehicles, but their focus was on the occupants, not someone outside. All the better. Dave and Liv found themselves places within whisper distance a few feet back from the tree line. Unobstructed views with low probability of getting spotted. In better circumstances, they would observe for hours, from multiple positions around the clearing, gathering information and striking in the wee hours, or at first light tomorrow. But; those women being taken inside compelled faster action. Whatever these assholes were doing needed to be stopped. At the same time, they couldn't just rush in, or they'd lose, Dave would be dead, and Liv would be dead or worse. And not long after, the rest of his family would be in very dire straits. So don't fuck up, asshole . This had to be what Carter meant about walking the razor's edge. One thing was clear; these guys had no security posted. The pre-dawn twilight was sufficiently bright that someone looking out the window would spot them if they got stupid. The trees opened up into a large clearing. Within the open space sat the parked S U V, two large buildings, and several smaller ones. The two large buildings were corner adjacent and perpendicular on their long axes. They were somewhat longer than they were wide. The large building stretched wide across their eyeline seemed to be where everyone was gathered. That's the building the women had been taken into. Several others converged on that location not long after. About half an hour after the last man disappeared into the big building, Dave and Liv spotted someone leaving. He had someone over his shoulder. He headed for one of the smaller buildings. About five minutes later, it happened again. Time to communicate. He pulled out his phone, already set to silent, no vibration. Fortunately, he had a few bars. -Compound located. Track my location. Stuffing his phone in his pocket without waiting for a reply, Dave slid closer to his partner. "I'm going in closer. I'll get under the windows and listen in." Liv's face was unconvinced. "Is that wise?" "We need to know more before we do anything. I've got to get close enough to hear them. Get your rifle ready to snipe. Keep me covered. I'll pass on the outside of the first building," he pointed to the one that lay along their line of sight and perpendicular to the target building, "and then cross along the near wall of the one they're in. You'll be able to see me for most of that time, and you can see either end. You'll know if someone's about to come around and spot me." "We need Dad's low watt tactical radios." "If wishes were horses, hun." He gave her a quick kiss, then silently backed further into the trees. This allowed him to move more quickly without detection, though he still remained on alert for any sentries out here in the trees. There were none. Approaching the tree line again, he scanned thoroughly with eyes and ears, for any sign of someone that would spot him emerging. With still no sign, Dave dashed from the trees to the near wall of the likely empty large building. There he waited, listening for any sound suggesting he'd been seen. His heart was pounding. He worked to calm himself so he could hear anything over the roar of the blood in his ears. Of course, that could just be the contrast. This rural fall morning was incredibly quiet thus far. Satisfied he was as yet undetected, Dave moved stealthily to the far corner of the building. He put a hand on the wall, feeling the rough brick exterior. It was distinctly not new, but not decrepit either. A few short steps brought him to the building's corner. Using the 'slicing the pie' tactic Carter taught him so long ago; and re-taught over and over and over; Dave passed around the corner to find no one there. Hugging the wall, he crept by, pausing at each of the two doors, listening for any sign of occupancy. By the time he reached the end of the building near the occupied building, the sun was not yet up, but the sky was well-lit. As was the compound. With more on the line, Dave took more time with his pie-slicing cornering technique. The rest of the compound, then the side wall of the other building, and then the back wall of the target building came slowly into view, all devoid of other humans. He slid carefully along the sidewall of the empty building until he was near the corner closest to his target. With his head only he once more rounded the corner, verifying no one had entered the small area bounded by the two buildings on two sides in the time he'd been behind the first one. Sure that he was clear, he crossed the gap to the second building. He watched his footfalls carefully since the area conjoining the two buildings had been cemented in a rectangular shape. Postholes along the edges suggested this might be some sort of outdoor area with an awning during warmer times. A broom at the corner Dave was heading for suggested someone took the time to keep it clear of debris. At least he didn't have to worry about stepping on a twig. Dave heard a door open, then close. Footsteps in grass reached his ears but receded. He swiftly slid along the wall to the front of the building and took a cautious peek. Once again, a man was walking toward one of the smaller buildings, this time carrying a woman in his arms rather than over his shoulder. Dave eased himself away from that corner and back to the corner proximate to the back wall. He had to step carefully around the broom again as he came around to the semi-enclosed courtyard. Dave eased his way carefully along the back wall. At least now he had the benefit of knowing Liv could watch the area around him and cover him as needed. He crept carefully, listening for sounds through the wall. Primarily though, he knew his best chances were under the three windows, two of which were close together, more than halfway down the building's length. As he approached an exterior vent for a dryer, he paused. For a moment the thought flashed through his mind that this would be the ideal place for a snake to hide. Then his rational brain took over, reminding him that the intermittent nature was likely insufficient to help a snake survive through the winter. They were more likely off in the woods somewhere or hiding in the walls of one of the houses. The first window was just past the vent. Dave paused. He waited for a few minutes, but heard nothing. He edged up, his face upturned, his nose turned away from the building. Edging upward, he allowed his peripheral vision a first glimpse in the window. It was dark. He turned his head slowly, seeking greater detail. A few shadows and a small light on the back wall limned out an empty kitchen space for a community. Efficient, but a little too regimented for Dave's taste. A little too zombie group think. Dave moved forward. This time he skirted around a pile of small diameter metal pipes. Must be for a future irrigation project or outdoor faucet. The next window was only a few feet past the pile. Dave had to be careful how far out he went. He crouched and quickly got back to the wall once past the pipes. He could already hear voices. Someone was angry. "I said sit the fuck back down. You dumbasses cost us three men with your half-assed raid. No, you don't get a shot at any of the women from this raid. You're lucky we let you fucking live. One more fucking word out of your fucking mouth and I will shit-can all your asses. And you, big mouth, you'll go last; after I ass fuck your sister without a new dose! You can watch her melt like somebody poured battery acid in her shithole, then I'll kill you, with the memory of her screams in your fucking ears!" Dave went cold. His mind called up one of the videos about the dangers for a woman exposed to the semen of any man other than her partner. Anger welled up in him, but he tamped it down. A berserker rage banged against the walls of Dave's discipline. He held his focus, knowing he would only accomplish his goal with cold efficiency. All the things Carter said over the years, words that had been whirling in his ears since the moment of the break-in, all settled into cold clarity. Yeah, they were gonna die. In due time. He crept closer. Again taking care to avoid detection, Dave saw a woman select a syringe full of a vibrant green substance. She moved over to; a dead body on the floor? What the hell? Why is she injecting the dead guy? Wait, now it's purple inside? Maybe he just misidentified the earlier color? The woman with the syringe stood. A man dragged a blonde woman over to a table near the lady with the syringe. Dave heard her whimpering once she was close. A second man took the woman's other arm. The two men held her pinned, face down, against the table as her whimpering turned to active cries. Dave's stomach turned over. A third man pulled the woman's pajama pants down. She wore no panties. The woman with the syringe approached. The way she walked, and the look on her face, gave the impression she was walking to the gallows. Dave swore she mouthed the word 'Sorry' to the pinned woman before injecting her with the purple contents of her syringe. Immediately, the woman jerked and thrashed. The man behind her dropped his pants. Dave dropped low, not needing to see anymore. Hell, he'd seen far more than he ever wanted to. The cries and sounds he heard had a certain resonance with the priming and later imprinting orgasms of his partners. But overlaid with a guttural, raw emotionality. Then there was no more sound from the woman. A few low conversations between the men, and then Dave heard the door on the other side of the building open. Dave duck-walked away from the window and around the pipes. Once against the wall again he raised up a bit and paused. He needed to collect his thoughts. What to do was clear. Kill every man here. Given what they were doing, there were no innocents. The only questions revolved around how to do what needed to be done. Ideas formed in his head, but he needed to confer with Olivia. At the very least, she needed to know his intentions. Teamwork would be vital. He also trusted her judgment. Her input could prove useful. It often did. Something more about Olivia was rattling around the back of his head. A thought jumping up and down, demanding attention, but not coming forward. Like a word sitting on the tip of your tongue you just can't say. Something he knew, but wasn't fully acknowledging. It didn't seem related to the immediate task, so Dave moved his attention elsewhere. The number of trips from the large building to the smaller ones was very nearly the number of trips from the cars to the big building earlier. That meant soon the men would no longer be occupied with; what they had been doing. Since some had recently come back from a raid, they were likely to bed down soon. That would be a good time to strike. Time to move and communicate. The door had cycled twice more during Dave's thinking. As he rounded the corner of the empty building, free to move unobserved, he heard the door slam open. He froze in place, a few steps past the corner, where he could listen without being detected. Multiple footsteps approached, and sharp mutterings between two men. The footfalls changed as they crossed from the grass onto the concrete. Their voices became clearer too. "Why drag her all the way out here? It's fucking cold and wet." "'Cuz I don't wanna clean up the fucking mess when the old bitch slags, that's why! Grass will just eat it up and get nice and green next summer. Inside, the carpet and the fucking pad have to be replaced." Dave's blood boiled. He tamped it down for immediate purposes. He also started moving back the way he came. Weapon at the ready, he rounded the corner again. Three figures were just crossing off the concrete pad and back into the grass. Two males in hunter camo and a naked blonde woman sobbing as they dragged her between them. They stopped several steps off the pad. One man was out of view, the empty building blocking Dave's line of sight to him. Liv surely had a good shot on him, but she might not yet know enough to take it. She'd know soon enough though. The man Dave could see was turned away from Dave, with the woman collapsed, on her knees in front of him, looking away from Dave also. By their orientations, the man that was out of sight was probably facing the corner and would see Dave the instant he came around it. Fortune favors the brave . One of Carter's favorite phrases. Dave slipped the MP5 back behind him, on safe, he pulled the.22 pistol from his holster, and the silencer from his cargo pocket, mated them gently, and carefully began screwing the silencer in place. The woman cried out, pleading for mercy. Unseen by Dave, the second man slapped her, the sound unmistakable. Dave was moving as the slap echoed. His face etched in stone. No anger in his visage, no mercy in his eyes. His weapon came up smoothly as his feet accelerated him along the wall towards the man in his vision. Dave was now a fire and maneuver platform for the pistol. Just before he cleared the corner, he fired three rounds, all into the man's upper left back. His shot group was as perfect as the practices with Carter over the years. At least one of the rounds went through the man's heart. The suppressor dulled the sound of firing, and the subsonic ammunition avoided the supersonic crack of the rounds that would surely draw attention. The stricken man fell even as Dave came around the corner, rounding on the next target. That man was just beginning to look towards the corner with a curious expression. Dave fired again. Three rounds, just as Carter had trained him. He also dropped with no further resistance or sound. The first target was on the ground and the second descending, knees buckling beneath a falling torso, when the shuddering blonde woman registered the changes. She began to rise and turn around. Dave reached her at that same moment, grabbing her bicep and hauling her to her feet. To forestall undesirable attention, he shifted his hand from her arm to her mouth, clamping it shut. He got there just in time. The woman stared at him, terror in her wide-open eyes. He held his pistol low and to the side, but her eyes ping-ponged several times from it to his face. As frightened as she was, her eyes settled, then roved over his face. Within seconds her terror was held in check. Not gone but shoved aside. Like she was ready to believe something less evil than that of the other men's plans was now upon her. "Stay quiet, I need to get you out of here." She nodded. Wariness was present, but also a willingness to believe in; something. Grabbing her hand, Dave led her across the concrete pad and around the corner of the empty building. He didn't stop until they'd passed the length of the building, now leaning against the short wall, in full sight of Olivia. In pausing, Dave was reminded consciously of what his subconscious had of course noted; the woman wore not a stitch of clothing. He quickly averted his eyes, but not before registering her phenomenal figure. Granted, the condition of her skin on her face and her body indicated a woman with more than just a few decades of experience on this little ball of rock, but she was none the worse for wear by any means. Fit was an entirely apt description. Her tits had a natural sag, but still bore a certain firmness as well as a modest heft. And her eyes. Her eyes were captivating. Penetrating even. They stared at him from a gently rectangular face. Modestly arched eyebrows topped those gazing deep green orbs, and model perfect cheekbones provided a pedestal for those eyes to rest upon. Shapely, proportionate lips still trembled slightly beneath a nose that was not quite angular, and more than a button. Her face would fit in on a magazine cover or a boardroom. A face that could launch a thousand simps. "Let's get into the trees. My partner, Olivia, is waiting for us. Once we get away from prying eyes, we can give you something to cover up with. What's your name?"" Her face warmed briefly even as her arms instinctively moved to shield her tits. "Natasha." Her voice was unsteady, but not weak. "That way, Natasha." Dave pointed to a small gap between two young trees. Nothing he'd seen suggested she was a plant or any other kind of trap, but with only himself and Liv, he realized there was no room for fuck-ups. He spent much of his time walking sideways, keeping an eye to their rear. They entered the trees easily and without getting spotted. Natasha immediately slowed, picking her places to step more carefully with her bare feet on the woodland surface. They proceeded straight back from the buildings, in reverse of Dave's approach. He caught her arm when they reached the point to turn left towards Liv. Pointing quietly, Dave directed her on the new course. She nodded and kept moving. A few steps later, things started getting exciting. "Oh, holy Shit!" Even before his head turned, he knew the speaker was in the same vicinity as the two bodies he'd left behind. Through the intervening trees, Dave spotted a man standing in the gap between buildings. He safed the pistol and started unscrewing the silencer. There was no angle in stealth anymore. Once separated, the pistol went back in the holster and the silencer in his cargo pocket. He brought his MP5 back around. The man circled the two bodies slowly. Dave quietly moved closer to Liv, until they could see each other. With her attention on him, Dave drew his hand across his neck, then pointed at the man still examining the space where his friends had fallen. He heard the report of the rifle at nearly the same instant the back of the man's head sprouted a jet of blood and tissue. Dave hustled the last several steps to Liv's position. Liv gave him a wry smile as she looked behind him. "Recruiting more ladies, David?" As Dave began to object, her smile dropped. "I saw the whole thing. I didn't hear what was said, but they had it coming, that's for sure." "Yeah well, we need to get her warm and clothed. And still deal with these guys." "I've got spare clothes in the truck. Let her hide inside. At least get her out of the elements." Two men appeared, one on either end of the occupied building. Dave, Liv, and their charge were too deep in the trees for the men to spot. Besides, they were focused on the three bodies they could see. "Okay, I'm going to get her in sight of the truck, and then head down the backside of that building," Dave pointed to the empty building. "Got it. So, do I let these guys go back inside?" Do I tell her to take the shot? We're already all in here . Something in Dave went cold. "Once they turn back, take the shot." Liv merely nodded, her attention, earlier divided between her scope and Dave, was now fully downrange. Dave ushered Natasha along a tiny foot path, giving her some ease in foot placement. He tried to keep his eyes off her naked form, but when she jumped at Liv's first shot, the jostling of her tits was magnetic. He turned his eyes away quickly. Fortunately, he was able to spot the truck at this range. "We're going to have to work quickly to shut these guys down. Can you see that white patch through the trees?" Dave pointed in the direction he wanted her to look. Natasha nodded. "That's our truck. The door is unlocked. Get in there and get out of the wind. That will help you warm up some. Liv says she has a change of clothes behind the seat. Take a quick look to see if you can find a shirt or something. Then stay low, stay out of sight." The woman nodded again. "You are leaving me?" "I have to stop all of them before they hurt anyone else." Another shot rang out. She lunged at Dave, wrapping her arms around his neck. He was alarmed for just a moment, but he felt the shaking of her silent cries. She jolted again with the next shot. He gave her several seconds, then peeled her arms off of him. "I have to go." With that, he turned and hustled to a spot along the tree line proximate to the edge of the empty building. He was still covered by trees when he spotted a man moving toward him along the building. He's trying to flank Liv . Dave took up a firing position braced against a tree. Then he fired three rounds. The man dropped without a sound, though the shots echoed through the compound. Another crack from Liv's rifle announced her continued engagement with their opponents. If Dave didn't get engaged soon, they could overwhelm her. He sprinted across the gap and raced down the building's length. Another shot rang out. Dave reached the corner of the building, breathing hard, heart pounding. He heard feet slapping concrete and then go quiet. Swiftly turning the corner, he saw two men sprinting away, through the gap between buildings, and one more passing the other end of the building in the distance. Then another came around the corner near him, the follow-on to the two with their backs to him. He noticed Dave as Dave's SMG reached chest height. Dave's trigger finger pulled three times, smoothly, in quick succession. Three widely spaced red spots erupted on the man's chest. He fell against the wall and slid down. The man's weapon clattered to the concrete pad. Immediately, Dave shifted to the men headed away. One was beginning to turn. Dave fired on him first, this time with his weapon fully raised, taking aim and grouping his shots. Dave shifted to the second man that hadn't yet keyed on Dave's position behind him. With three rounds in his upper chest while running full tilt, the man tumbled to the ground. While Dave was taking out his targets, he'd registered two shots from Liv's rifle. That meant ten men in total they'd killed. But how many were there? At least ten, since the S U V had two men each. What Dave didn't know was how many were left behind to hold down the fort while the attackers were out. As he mulled over the issue, he dealt with two more immediate concerns. His weapon locked open on his last shot. He triggered the magazine release with his right, catching and removing the spent magazine with his left. Quickly, he stuffed the empty mag in his cargo pocket before pulling a fresh magazine from his tacvest. With a fresh magazine in place, he pressed the bolt release, driving a new round home. To be continued in part 11, Based on a post by RonanJWilkerson, in 12 parts, for Literotica.

The Tom Dupree Show
Energy Sector Investing: Smart Strategies for Kentucky Retirement Portfolios

The Tom Dupree Show

Play Episode Listen Later Dec 26, 2025


Are you wondering how shifts in the energy sector and commodity markets might impact your retirement income? In this episode of The Financial Hour of The Tom Dupree Show, Tom Dupree, Mike Johnson, James Dupree, and Clark Dupree reveal why oil company stocks are rising even as oil prices fall—and what this means for Kentucky retirement planning. For investors approaching or enjoying retirement, understanding how quality energy companies provide both income and stability becomes crucial. This conversation demonstrates why personalized investment management focused on individual stock ownership often outperforms mass-market approaches during commodity market volatility. The Energy Sector Paradox: Lower Oil Prices, Higher Stock Values One of 2025’s most surprising market developments has been the disconnect between oil prices and energy company performance. Oil prices dropped 19% this year, yet the energy sector gained approximately 3%. “This is the first time this century that that has happened,” explains Mike Johnson. “Typically the market prices those producers to track the underlying commodity.” This divergence reflects important factors that Kentucky retirement investors should understand: Policy Changes Create Investment Opportunities Recent regulatory shifts have created a more favorable environment for energy companies. Occidental Petroleum quantified benefits from recent legislation at $700-800 million for 2025-2026 alone. Combined with emission standard rollbacks, these changes have extended market expectations for fossil fuel demand. Integrated Oil Companies Provide Natural Hedging Major companies like Chevron and Exxon operate with advantages that pure drilling companies lack. They have multiple profit centers including exploration, production, and refining. “With oil prices in the upper fifties, that means for the refining business their input costs go down,” Johnson notes. “So that’s a more profitable line of business. It’s like a natural built-in hedge.” This structural advantage makes integrated oil companies attractive for investors seeking stable dividend income rather than commodity speculation. Lessons from 2014: Why Energy Companies Are Stronger Today The energy sector’s transformation since 2014 offers crucial insights. When oil peaked at $150 per barrel in 2014, companies embarked on aggressive drilling. By 2020, oil prices had essentially dropped to zero. “Through blood, sweat, and tears, they were forced to become more efficient,” Tom Dupree observes about the industry’s evolution. Today’s energy companies focus on high-quality drilling opportunities with strong returns rather than volume at any cost. This disciplined approach creates sustainable businesses capable of maintaining dividends during commodity downturns. Quality Companies Over Commodity Speculation “This is why we invest in companies that actually make a profit,” Dupree emphasizes. “What we’re trying to do is invest in things that make a profit and pay a dividend and do something that’s valuable.” Silver, Gold, and Bitcoin: Understanding Commodity Risk for Retirees Precious metals have experienced significant volatility. Silver mining company Coeur Mining traded at $8 in August, surged to $24, then pulled back to $19—all while silver and gold continued broader upward trends. Why Commodities Don’t Fit Retirement Income Strategies Mike Johnson explains why Dupree Financial Group approaches commodities cautiously in retirement portfolios: “Gold has no earnings. There’s no dividend associated with it. In a bear market on the commodity, the gold mining companies are gonna stop paying the dividend. In the context of retirement investing and producing an income, it’s just a speculative commodity.” While commodities can appreciate—gold and silver performed exceptionally well recently due to dollar concerns—their lack of earnings and dividends makes them problematic as core holdings for income-focused investors. The Free Cash Flow Advantage Chevron’s 6.8% free cash flow yield versus the S&P 500’s 3.4% illustrates why Dupree Financial Group focuses on individual company ownership. Free cash flow represents actual cash available to shareholders after expenses, providing more accurate valuation than simple price-to-earnings ratios. Companies with strong free cash flow sustain and grow dividends even during commodity weakness, providing the income stability retirees depend upon. What Kentucky Retirement Investors Really Need Clark Dupree, working with prospective clients, offers insight into what drives people to seek professional investment management: “They’re looking for a relationship. They’re looking for somebody to give them peace of mind.” This highlights the distinction between Dupree Financial Group’s personalized approach and commoditized experiences at large national firms. Transparency Over Complexity Many firms use complex jargon that creates client dependency rather than understanding. As Clark notes: “Sometimes advisors rely on codependent relationships that are not healthy. When you talk over somebody’s head, a client may feel disempowered without you.” The team emphasizes clear communication about portfolio holdings, investment rationale, and risk management. Every client owns investments in a separately managed account rather than pooled mutual funds. “We don’t own the stocks that we own and the bonds we own on our balance sheet,” Johnson clarifies. “We hold them on behalf of our clients. That’s the difference.” Specialized Retirement Income Expertise Unlike generalist advisors serving all investor types, Dupree Financial Group specializes in retirement investing and income generation for clients ages 50 and above. “Our specialty is retirement investing and producing that income stream for clients,” Johnson explains. “To concentrate on an income stream and mitigate risk. The byproduct of that is what the returns are.” Every investment decision centers on generating reliable income and managing downside risk. Total returns relative to the S&P 500 become secondary to these primary objectives. Key Takeaways for Kentucky Retirement Investors Energy companies can provide attractive income even when commodity prices decline, especially integrated oil companies with multiple profit centers The 2014-2020 oil collapse taught energy companies efficiency lessons that make today’s dividend-paying energy stocks more sustainable Commodities like gold, silver, and Bitcoin lack earnings and dividend characteristics necessary for reliable retirement income Free cash flow yield provides better insight into dividend sustainability than price-to-earnings ratios Separately managed accounts offer transparency that pooled investments cannot match Specialized retirement investment management serves pre-retirees and retirees better than generalist approaches Clear communication creates empowered investors rather than dependent relationships Notable Quotes from This Episode On energy transformation: “Through blood, sweat, and tears, they were forced to become more efficient. Everything from… the reason for that was in 2014, oil hit $150 a barrel, and by 2020, it had basically dropped to zero.” – Tom Dupree On commodity risks: “Gold has no earnings. There’s no dividend associated with it. In a bear market on the commodity, the gold mining companies are gonna stop paying the dividend.” – Mike Johnson On investment philosophy: “This is why we invest in companies that actually make a profit. We may not keep up with gold or silver that really moves up in a hurry, but over time we think we’ll outperform them.” – Tom Dupree On client relationships: “They’re looking for a relationship. They’re looking for somebody to give them peace of mind.” – Clark Dupree Frequently Asked Questions About Energy Investing and Retirement Portfolios Q: Why are energy stocks performing well even though oil prices have dropped? A: Energy company stocks reflect multiple factors beyond current commodity prices including regulatory changes, improved efficiency since 2014-2020, attractive dividend yields, and recognition that fossil fuels will remain necessary longer than expected. Integrated oil companies particularly benefit because lower oil prices reduce refining input costs. Q: Should retirees invest in gold and silver? A: While precious metals can appreciate significantly, they generate no earnings or dividends. During bear markets lasting a decade or more, they provide no income while potentially declining. For Kentucky retirement portfolios focused on reliable income, dividend-paying quality companies typically serve investors better. Q: What makes integrated oil companies better investments than pure drilling companies? A: Integrated companies like Chevron and Exxon own both drilling operations and refining facilities, creating natural hedges. When oil prices are low, refining divisions benefit from lower input costs. Pure drilling companies lack this balance and remain entirely exposed to commodity swings, making dividends less sustainable. Q: How does personalized investment management differ from large national firms? A: Large firms typically assign clients to counselors who recommend pre-packaged mutual fund portfolios. Personalized management provides direct access to portfolio managers who build custom portfolios of individual stocks and bonds in separately managed accounts, providing complete transparency about holdings and fees. Q: What is free cash flow yield and why does it matter? A: Free cash flow yield measures actual cash a company generates after expenses relative to stock price. Unlike earnings with non-cash items, free cash flow represents real cash available for dividends. Companies with high free cash flow yields (Chevron’s 6.8% versus the S&P 500’s 3.4%) have greater capacity to sustain dividends during challenges. Q: Why specialize in retirement investing rather than serving all investors? A: Retirement investing requires different strategies than accumulation. Retirees need reliable income, downside protection, and portfolios sustaining withdrawals for 30+ years. Specializing in clients ages 50 and above allows deep expertise in income-focused strategies and risk management techniques, serving this phase most effectively. Take Control of Your Kentucky Retirement Portfolio If you’re approaching retirement or already retired and want a local financial advisor providing direct access to portfolio managers rather than assigned counselors, Dupree Financial Group offers a different approach. Our three-generation, Kentucky-based team specializes in creating personalized, income-focused portfolios using individual stock and bond ownership rather than mass-market mutual funds. You deserve transparency about what you own, why you own it, and exactly what fees you’re paying. Schedule Your Complimentary Portfolio Review Discover how personalized investment management focused on dividend income and risk mitigation can provide greater peace of mind for your retirement years. Call Dupree Financial Group at (859) 233-0400 or visit dupreefinancial.com to schedule your complimentary portfolio analysis. Our team will review your current holdings, discuss your income needs and risk tolerance, and explain how our approach differs from large national firms. There’s no obligation—just straightforward guidance from Kentucky investment professionals who put your retirement security first. Explore More Resources: Schedule Your Personalized Portfolio Analysis Learn About Our Investment Philosophy Browse Our Market Commentary Archive The post Energy Sector Investing: Smart Strategies for Kentucky Retirement Portfolios appeared first on Dupree Financial.

X22 Report
Trump Counters The Fake News,Uniting His Team For The Next Phase Of The Plan,My Fellow… – Ep. 3798

X22 Report

Play Episode Listen Later Dec 17, 2025 98:37


Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture Trump and his administration are now dismantling the entire green agenda. The [CB] has made everything unaffordable, Trump is now in the process of reversing this. The [CB] tried to trap Trump in a failing economy, Trump turn the tables and trapped the [CB]. The [DS] is fighting back, corruption still exists, criminals are still running many parts of gov across the country. Trump is dismantling their system and they are trying to stop him. Trump has countered the fake news, they have been trying to divide the people and pushing doubt in regards to the Trump administration. His admin are now showing the world that they are united and they stand behind Trump. This was needed for the next part of the plan that we are entering. Soon the storm is coming, buckle up. Economy  (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/unusual_whales/status/2001275434898784270?s=20 https://twitter.com/PlanetOfMemes/status/2000978294993236140?s=20 https://twitter.com/USTradeRep/status/2000990028835508258?s=20   enterprise services to EU companies, and they support millions of jobs and more than $100 billion in direct investment in Europe. The United States has raised concerns with the EU for years on these matters without meaningful engagement or basic acknowledgement of U.S. concerns. In stark contrast, EU service providers have been able to operate freely in the United States for decades, benefitting from access to our market and consumers on a level playing field. Some of the largest EU service providers that have hitherto enjoyed this expansive market access include, among others: — Accenture — Amadeus — Capgemini — DHL — Mistral — Publicis — SAP — Siemens — Spotify If the EU and EU Member States insist on continuing to restrict, limit, and deter the competitiveness of U.S. service providers through discriminatory means, the United States will have no choice but to begin using every tool at its disposal to counter these unreasonable measures. Should responsive measures be necessary, U.S. law permits the assessment of fees or restrictions on foreign services, among other actions. The United States will take a similar approach to other countries that pursue an EU-style strategy in this area.  Political/Rights https://twitter.com/amuse/status/2000982942907039813?s=20   Russiagate. In 2017, he founded the Committee to Investigate Russia, a political NGO that promoted the Russiagate hoax. Former CIA Director John Brennan and DNI James Clapper served on its advisory board, giving intelligence world credibility to a partisan effort. The group's mission was clear: cripple President Trump and question the legitimacy of the 2016 election. https://twitter.com/CynicalPublius/status/2000993976330191330?s=20   efforts to have Trump imprisoned on wholly fabricated charges. Proof below. 3. In all likelihood, Reiner was in cahoots with the CIA in attempting to destroy our Constitutional form of government. Given the above, if anything Trump’s commentary on Reiner was too kind. So knock it off, bedwetters. https://twitter.com/TonySeruga/status/2001297973209416013?s=20 https://twitter.com/elonmusk/status/2000987037638496554?s=20  https://twitter.com/RedWave_Press/status/2001066545716326714?s=20 https://twitter.com/TheLastRefuge2/status/2001196416056619102?s=20 Brown University Received a Letter from 34 Human Rights Groups in August Requesting They Disable Their CCTV System  The question is: Did Brown University acquiesce under pressure from far-left human rights groups to disable their CCTV systems, in advance of the mass shooting on campus? [SOURCE – AUGUST 19, 2025] As originally reported in August 2025 {SOURCE}, a group of far-left human rights advocate sent a letter to 150 U.S. colleges and universities asking them to disable the CCTV systems to protect “free expression and academic freedom across the country,” because “the Trump administration has launched an aggressive campaign against US academic institutions.” The motive for the request to disable CCTV systems as stated: “Right now these tools are facilitating the identification and punishment of student protesters, undermining activists' right to anonymity––a right the Supreme Court has affirmed as vital to free expression and political participation.” {SOURCE} The letter from ‘Fight For The Future‘ (August, 2025) came after an earlier campaign by the same group seeking to stop the use of facial recognition cameras on college campuses. {SOURCE} Source: theconservativetreehouse.com https://twitter.com/DataRepublican/status/2001107948312133776?s=20   network. Students from there have been arrested for participating in terrorist plots. The evidence is so overwhelming, that House Republicans successfully convinced Harvard to cut research ties to Birzeit University — briefly. Let’s put it this way: If I were in Vegas and forced to bet on whether Professor Doumani had ever been part of any extremist plots, I wouldn’t bet on “no.” We need to stop accepting “Ivy League” as any meaningful measure of merit. https://twitter.com/DC_Draino/status/2001052796037017940?s=20   in the area with no noticeable gun, then started jogging towards the building where he shot one of the few conservative leaders on a radical campus. That seems like an assassination of Ella Cook, possibly with an innocent bystander taken down with her. https://twitter.com/amuse/status/2001062786084880887?s=20  today, December 16, 2025, amid widespread speculation and emerging reports identifying him as the prime suspect in the December 13 mass shooting on campus that killed two students and injured nine others. The university has not released an official statement explaining the deletion, but online discussions and news coverage point to it as an effort to scrub digital traces of Kharbouch during the ongoing FBI manhunt and investigation. His X (formerly Twitter) account has also been taken down, fueling theories of a cover-up by the university, media, or authorities to control the narrative around his pro-Palestine activism and alleged radical views. As of now, federal authorities have released images and a timeline of the suspect’s movements but have not publicly confirmed Kharbouch’s involvement, though some outlets report he has fled and remains at large with a $50,000 reward offered for information leading to his arrest. This is a summary of his (now deleted) manifesto: In Mustapha Kharbouch’s 2024 manifesto, “I Hear The Voice of My Ancestors Calling: From The Camps to The Campus,” published by the Institute for Palestine Studies, the author reflects on his role in the Brown University Gaza Solidarity Encampment amid the ongoing conflict in Gaza. As a third-generation stateless Palestinian refugee raised in Lebanon, Kharbouch draws from his family’s history of displacement during the 1948 Nakba to frame his activism. The piece begins with lyrics from an adapted “Ancestor Song,” symbolizing a call to action and intergenerational resilience. He describes participating in non-violent protests, including an eight-day hunger strike by 19 students, arrests of 61 comrades for demanding university divestment from apartheid and illegal occupation, and organizing encampments with hundreds of participants engaging in rallies, teach-ins, art, film screenings, and chants. Kharbouch explores themes of “radical love” for land and people in Gaza, collective grief over the genocide, and solidarity as a revolutionary practice rooted in Palestinian revolutionary traditions that reject colonialism, carcerality, and imperialism. He critiques passive hope, instead advocating for active, decolonial hope through community-building and bearing witness to atrocities, like the invasion of Rafah. Influenced by queer feminist approaches (citing scholars like Sarah Ihmoud and Robin Kelley), he emphasizes transforming anger and despair into sustainable world-making, while questioning intergenerational betrayal and the cynicism inherited from survival under oppression. Ultimately, the manifesto affirms the encampment’s role in a broader student rebellion, linking campus actions to global Palestinian liberation and calling for continued, unyielding commitment despite challenges. https://twitter.com/EndWokeness/status/2001028141851013528?s=20 https://twitter.com/JamesHartline/status/2001090533746467327?s=20 https://twitter.com/EndWokeness/status/2001089445194235926?s=20 https://twitter.com/ProvidenceRIPD/status/2001345847133643062?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2001345847133643062%7Ctwgr%5E8764cf1453bd57445310069de900ad0f6828d697%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Fbreaking-providence-police-release-photos-person-proximity-brown%2F https://twitter.com/nypost/status/2001047137308590081?s=20 https://twitter.com/TheSCIF/status/2000985628029403418?s=20 https://twitter.com/amuse/status/2001347329585012818?s=20 https://twitter.com/elonmusk/status/2001000454042607728?s=20 DOGE Trump Suspends ‘Tech Prosperity Deal' With UK Over Censorship and Regulations by ‘Online Safety Bill' Hurting US Tech Companies  Trump has suspended the ‘Tech Prosperity Deal' with the UK over its censorship push. The Telegraph reported: “The White House paused the tech prosperity deal amid concerns the Online Safety Act, which regulates online speech, will stifle American artificial intelligence companies, the Telegraph understands. The law allows the British government to levy large fines on tech giants it deems have facilitated hate speech.” After the rise of artificial intelligence, companies like OpenAI or xAI can face huge fines – harming their growth and giving China an edge in the AI race. “'The perception is that Britain is way out there on attempting to police what is said online, and it's caused real concern', a source with knowledge of the decision to suspend the deal said. ‘Americans went into this deal thinking Britain were going to back off regulating American tech firms but realized it was going to restrict the speech of American chatbots'.” Source: thegatewaypundit.com Geopolitical https://twitter.com/elonmusk/status/2001217017001685167?s=20    of our Assets, and many other reasons, including Terrorism, Drug Smuggling, and Human Trafficking, the Venezuelan Regime has been designated a FOREIGN TERRORIST ORGANIZATION. Therefore, today, I am ordering A TOTAL AND COMPLETE BLOCKADE OF ALL SANCTIONED OIL TANKERS going into, and out of, Venezuela. The Illegal Aliens and Criminals that the Maduro Regime has sent into the United States during the weak and inept Biden Administration, are being returned to Venezuela at a rapid pace. America will not allow Criminals, Terrorists, or other Countries, to rob, threaten, or harm our Nation and, likewise, will not allow a Hostile Regime to take our Oil, Land, or any other Assets, all of which must be returned to the United States, IMMEDIATELY. Thank you for your attention to this matter! DONALD J. TRUMP PRESIDENT OF THE UNITED STATES OF AMERICA In 1970, as National Security Advisor, Kissinger was briefed on and helped shape US oil import policies toward Venezuela following a visit by Venezuelan President Rafael Caldera. These policies, announced in June 1970, focused on long-term petroleum development and were positively received by Venezuela, but they represented unilateral US adjustments rather than a negotiated deal.  In 1972, Venezuela terminated a longstanding reciprocal trade agreement with the US that included concessional tariff rates on Venezuelan oil imports. Kissinger was informed of this as National Security Advisor, and the US considered maintaining low tariffs to avoid cost increases, but this was a termination process, not a new deal.   Venezuela effectively took control of oil fields and assets from US companies on two major occasions, though the processes involved nationalization and expropriation rather than outright theft without legal frameworks or compensation. These actions shifted operations from private foreign (including US) entities to state control under the Venezuelan government.In the 1970s, Venezuela nationalized its entire oil industry, which had been largely developed and operated by foreign companies since the early 20th century. On January 1, 1976, the government officially took over, creating the state-owned Petróleos de Venezuela, S.A. (PDVSA). This affected major US firms like Exxon (formerly Standard Oil), Gulf Oil, and others, which had held concessions. The companies were provided compensation as part of the process, and it was generally seen as an expected transition in global oil politics at the time, without major disruptions to US supply. In 2007, under President Hugo Chávez, Venezuela escalated state control by mandating that foreign oil projects in the Orinoco Belt (a massive heavy oil reserve) convert to joint ventures where PDVSA held at least a 60% stake. Companies like Chevron complied, but ExxonMobil and ConocoPhillips refused, leading to the government expropriating their assets. International arbitration tribunals later ruled these actions unlawful, awarding ExxonMobil about $1.6 billion and ConocoPhillips over $8 billion in compensation (though Venezuela has contested and delayed payments). This has been a point of ongoing tension, with US firms pursuing Venezuelan assets globally to enforce the awards. These events did not involve taking oil fields directly from the US government but from American corporations with investments in Venezuela, reflecting broader shifts toward resource nationalism. https://twitter.com/WarClandestine/status/2001087786879795546?s=20 War/Peace Zelensky: If Putin rejects peace plan, US must give us weapons The Ukrainian leader issued the warning as Russia said it would not drop its claims to land it believes to be its own  So Zelensky, NATO EU DS rewrote the plan knowing Russia wouldn’t accept it.  Source: thetimes.com Zelensky is stealing the election before it begins The overstaying Ukrainian leader has made a show of agreeing to hold a vote – but his preconditions make a mockery of it   The often-heard claim that Ukraine cannot hold presidential elections in wartime, by the way, is badly misleading, and a thoroughly politically motivated misrepresentation of the facts: In reality, the Ukrainian constitution only prohibits parliamentary elections in time of war. Elections for the presidency are impeded by ordinary laws which can, of course, easily and legally be changed by the majority which Zelensky controls in parliament. That is merely a question of political will, not legality.  Zelensky and his fixers are planning to shift the whole presidential election online. If they do, falsification in Zelensky's favor is de facto guaranteed or mail in ballots Source: rt.com Hegseth Orders Christmas Bonuses For War Department Top Performers  The War Department is rewarding its highest performers with monetary awards worth 15 to 25% of base pay, The Daily Wire can first report, rewards intended to reflect the “historic successes” of the past 10 months. Secretary of War Pete Hegseth directed all War Department department heads and principal staff assistants to “take immediate action to recognize and reward [the] very best” of the department's civilian workforce with “meaningful monetary awards consistent with the relevant existing civilian awards authorities for each pay system,” according to a memorandum for senior Pentagon leadership first obtained by The Daily Wire. The distribution of bonuses — which could reach up to $25,000 — is also in line with the Trump administration's broader efforts to make the federal government function more like a private-sector business. Source: dailywire.com FBI Agents Thought Clinton’s Uranium One Deal Might Be Criminal – But McCabe, Yates Stonewalled Investigation: Report Remember Uranium One? The massive 2010 sale of US uranium deposits to Russia approved by Hillary Clinton and rubber-stamped by the Committee on Foreign Investment in the United States (CFIUS) – after figures linked to the deal donated to the Clinton Foundation? Turns out rank-and-file FBI investigators thought there was enough smoke to launch a criminal investigation, but internal delays and disagreements within the DOJ and FBI ultimately caused the inquiry to lapse, newly released records reveal.   The Uranium One transaction – involving the sale of a Canadian mining company with substantial U.S. uranium assets to Russia's state-owned nuclear firm Rosatom – became a flashpoint during Hillary Clinton's 2016 presidential campaign. Critics argued that then-Secretary of State Clinton, a member of CFIUS, helped approve the deal while donors connected to Uranium One made large contributions to the Clinton Foundation.  The newly released documents suggest that the circumstances surrounding Uranium One were never fully investigated, leaving unresolved questions about how a strategic U.S. asset came under Russian control – and whether potential criminal conduct went unexamined due to internal delays and legal disputes. Source: zerohedge.com Health https://twitter.com/GuntherEagleman/status/2001327868979368264?s=20 [DS] Agenda https://twitter.com/Badhombre/status/2001052105155481995?s=20   million stolen through Medicaid fraud by Chavis Willis. – $12.5 million in federal education grants stolen by 1,834 “ghost students.” All of this happened in Minnesota under Tim Walz. Somali fraudsters were involved in almost every case. Ex-Marine planned attack in New Orleans that would ‘recreate’ Waco, officials say Plans to “carry out an attack” in New Orleans were thwarted after an ex-Marine was arrested while on the way to the Louisiana city with guns and body armor in the car, according to court documents obtained Tuesday by The Associated Press. Micah James Legnon, 28, was charged with threats in interstate commerce. Federal authorities said they had been surveilling Legnon due to ties to an extremist anti-capitalist and anti-government group. Four members of the group were arrested Friday in the Mojave Desert, east of Los Angeles, as they were rehearsing a foiled plot to set off bombs in Southern California on New Year's Eve, authorities said.  Legnon believed it was time to “recreate” Waco with an attack in New Orleans, authorities said in court documents. They pointed to a Dec. 4 chat message by Legnon written under the alias “Kateri The Witch” the day after Immigration and Customs Enforcement agents arrived in New Orleans. Legnon's alias had “she/her” written beside it, but jail records referred to Legnon as male. Source: nbcnews.com https://twitter.com/PeteHegseth/status/2001118961073639492?s=20 President Trump's Plan  https://twitter.com/amuse/status/2001336422150869037?s=20 https://twitter.com/RAZ0RFIST/status/2001111187245736061?s=20 https://twitter.com/KariLakeWarRoom/status/2001117437274509736?s=20 RINO Congressman Who Voted to Impeach President Donald Trump Will Not Seek Re-election  In 2021, RINO Rep. Dan Newhouse (R-WA) was one of the 10 House Republicans who voted to impeach President Donald Trump. Newhouse announced that he will not seek re-election in 2026, leaving Rep. David Valadao (R-CA) as the only one of the group remaining in Congress. https://twitter.com/RepNewhouse/status/2001291310146158666?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2001291310146158666%7Ctwgr%5Ee6d32e37b15338ded9a698a990480010a5616470%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Frino-congressman-who-voted-impeach-president-donald-trump%2F The fates of the ten Republicans who voted to impeach: 1. Liz Cheney (WY) — Defeated in 2022 primary 2. John Katko (NY) — Retired in 2022 3. Adam Kinzinger (IL) — Retired in 2022 4. Fred Upton (MI) — Retired in 2022 5. Jaime Herrera Beutler (WA) — Defeated in 2022 primary 6. Peter Meijer (MI) — Defeated in 2022 primary 7. Anthony Gonzalez (OH) — Retired in 2022 8. Tom Rice (SC) — Defeated in 2022 primary 9. Dan Newhouse (WA) — Will not seek reelection 10. David Valadao (CA) — Reelected in 2024, currently serving in the 119th Congress Source: thegatewaypundit.com https://twitter.com/FBIDirectorKash/status/2000999942303998185?s=20 https://twitter.com/HansMahncke/status/2001046169279955130?s=20   January 2017 briefing of Trump followed the same playbook, as did Strzok's conversation with General Flynn. The FBI's so-called briefings of Senators Grassley and Johnson also fit the same mold. Each time, they present it as a routine check-in or just a quick conversation. And each time, the real purpose is to box you in, lay traps and put you in prison. https://twitter.com/Cernovich/status/2001087239938564475?s=20  https://twitter.com/BehizyTweets/status/2000996943741501841?s=20 There is no specific time limit mandated by law or congressional rules for the Senate to vote on a bill passed by the House, including one that codifies executive orders (such as the FY2026 NDAA, which reportedly incorporates 15 of President Trump’s executive orders). The Senate can schedule consideration and a vote at any point during the remainder of the current Congress (the 119th Congress ends on January 3, 2027). If the Senate does not act before then, the bill dies and would need to be reintroduced in the next Congress.In practice, for time-sensitive legislation like the NDAA, the Senate typically votes shortly after the House (often within days or weeks) due to bipartisan urgency around defense authorizations, but this is not a requirement. https://twitter.com/PressSec/status/2001031213516304877?s=20 https://twitter.com/AGPamBondi/status/2000991371952357796?s=20   achievements will fail. We are family. We are united. https://twitter.com/EagleEdMartin/status/2001011049106161975?s=20 President Trump Issues Response to Vanity Fair Hit Piece Which Claims Susie Wiles Made a Pointed Remark About Him During an interview with the New York Post, Trump did not take the alleged remark Wiles made about him as an insult. In fact, he admitted to having a “very possessive” personality. “No, she meant that I'm — you see, I don't drink alcohol. So everybody knows that — but I've often said that if I did, I'd have a very good chance of being an alcoholic. I have said that many times about myself, I do. It's a very possessive personality,” Trump told the Post. “I've said that many times about myself. I'm fortunate I'm not a drinker. If I did, I could very well, because I've said that — what's the word? Not possessive — possessive and addictive type personality. Oh, I've said it many times, many times before,” he added. Trump went on to tell the Post that he agrees the Vanity Fair article was a total hit job and Wiles's remarks were taken out of context.  . Source: thegatewaypundit.com  Based on recent reports, the entire Trump administration appears to be standing by White House Chief of Staff Susie Wiles following the Vanity Fair article, with no notable dissent.   Specific individuals who have expressed support include: Name Position Donald Trump President JD Vance Vice President Doug Burgum Secretary of the Interior Scott Bessent Secretary of the Treasury Chris Wright Secretary of Energy Lori Chavez-DeRemer Secretary of Labor Linda McMahon Secretary of Education Scott Turner Secretary of Housing and Urban Development Brooke Rollins Secretary of Agriculture Sean Duffy Secretary of Transportation Kelly Loeffler SBA Administrator Lee Zeldin EPA Administrator Russ Vought OMB Director Pam Bondi Attorney General Kash Patel FBI Director Karoline Leavitt White House Press Secretary The [DS] has been trying to divide Trump adminitration from the beginning, they want people questioning everything, they are trying to have people doubt the administration.  how do you show the people that you are not divided.   Trump and team just changed the narrative, they took control, Susie and team most likely set this up, this way the team can tell the world they are united not divided. Information warfare. We are now moving into the next phase of the plan and the DS is panicking, the attacks against MAGA, his administration will continue, physical attacks will continue. The [DS] is fighting for their lives while Trump is dismantling their system and producing evidence on the  treasonous crimes they have committed. I think is letting us know we are moving into the storm, look how he stared this truth post.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

Energy News Beat Podcast
Data Centers and Venezuela on the Front Lines

Energy News Beat Podcast

Play Episode Listen Later Dec 11, 2025 27:13


Today on the Energy News Beat, Stand up Stu Turley and David Blackmon talk about the critical issues around Data Centers, Venezuela, Chevron, and how investors would react. With an oil platform in the Caspian Sea hit by Ukrainian drones, another Russian Tanker hit, and the U.S. boards a tanker loaded with Venezuelan oil, you can't buy this kind of entertainment. Years ago, oil would have spiked to $20, and today it's going down. 1. The data center boom and its impact on power grids, especially in the PJM region of the northeastern United States. The transcript discusses how the rapid growth of data centers is straining power grids and causing utility rates to rise. 2. Chevron's operations in Venezuela and the complex geopolitical situation there, including the enforcement of US sanctions and the potential for regime change.3. Innovative solutions to power data centers, such as the supersonic engine developed by Boom Supersonic, that can be used to power AI data centers.4. Concerns about a potential "bubble" in the data center industry due to the rapid growth and large investments.5. Partnerships between energy companies and data center operators, such as Exxon's deal with NextEra to develop a gigawatt-scale data center.6. The importance of developing domestic rare earth refining capabilities in North America to reduce reliance on China.7. The boom in US solar installations is driven by the impending expiration of tax credits and concerns about the sustainability of this growth.8. Ongoing mergers and acquisitions in the natural gas sector, as companies seek to gain economies of scale.00;00 Introduction Data Centers01:20 PJM Grid Growth in West Virginia04:26 Chevron and Venezuela on the Front Lines08:41 Symphonic Supersonic new gas turbine for data centers12:58 Exxon is working with NextEra to develop a Gigawatt Data Center16:00 US Solar is setting up for a crash23:41 Exxon and Chevron ChartsThanks to David Blackmon for stopping by the ENB Stand Up and sharing his Forbes Article and expertise. Please subscribe to him at https://blackmon.substack.com/Shout out to our sponsor, Reese Energy Consulting. Check them out here: https://reeseenergyconsulting.com/Follow Michael On LinkedIn and XFollow Stu on LinkedIn and XENB Top NewsENB PodcastENB SubstackOil & Gas InvestingWant to get your story in front of our massive audience? Get a media Kit Here. Please help us help you grow your business in Energy. https://energynewsbeat.co/request-media-kit/

CNBC Business News Update
Market Open: Stocks Mixed As Investors Await Fed Decision, Exxon Boosts Forecast, Home Depot Cuts Profit Outlook 12/9/2025

CNBC Business News Update

Play Episode Listen Later Dec 9, 2025 1:52


The latest in business, financial, and markets news and how it impacts your money, reported by CNBC's Peter Schacknow Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim Hightower's Radio Lowdown
Big Oil's Slick Attempt to Greenwash Its Massive Plastic Pollution

Jim Hightower's Radio Lowdown

Play Episode Listen Later Dec 4, 2025 2:10


Let's all sing the holiday classic: “All I want for Christmas… Is Something Not Made of Plastic.”Easier sung than done. Plastic is now ubiquitous in toys, electronics, tools, air, water… and us. And don't forget the plastic Baby Jesus in Christmas tableaus.What is plastic, anyway? It's a toxic synthetic material mostly manufactured from petroleum by such giants as ExxonMobil, the globe's top purveyor. So much is produced by these profiteers that plastic trash is now a planetary disaster.But not to worry, for Big Oil's lobbyists assure us gabillions of plastic bags, bottles, and such are being recycled, keeping them out of our landfills, water, bodies, etc. Swell! Except… they're lying.After all, Exxon is the same for-profit contaminator that lied for years that fossil fuels were not causing climate change, even though top executives knew they were. Their ethic of deceit continues today – Big Oil knows that 94 percent of US plastics are not recycled. Indeed, they can't be.Faced with growing public alarm about the ever-growing glut of plastic pollution, the industry has doubled down on deceit by offering a snappy new PR slogan: “Advanced Recycling.” They say it's a magical process dubbed “pyrolysis.” Only… it doesn't work, it's inordinately expensive, and it increases climate change emissions. Still, Exxon exclaims its AR will soon be processing half a million tons of plastic waste! But that's not even a drop in the plastic bucket, for more than 400 million tons of plastic waste is discarded each year –and the oil industry is planning to double plastic production by 2040.The only real way to stop runaway plastic pollution of us and our planet is to use less plastic. To learn more and help, go to Beyond Plastics: BeyondPlastics.org.Jim Hightower's Lowdown is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jimhightower.substack.com/subscribe

Business Pants
Dell's $6bn “gift”, OpenAI's code red, Costco as moral center, and proxy advisors say no to a director

Business Pants

Play Episode Listen Later Dec 2, 2025 55:25


The Giving TreeMichael and Susan Dell to donate $6.25 billion to fund 'Trump accounts' for 25 million U.S. kidsLyft CEO: This Giving Tuesday, I'm matching every rider's donationDavid Risher: $78M in 2023Jeff Bezos and Lauren Sánchez Bezos commit $102.5 million to organizations combatting homelessness across the U.S.: ‘This is just the beginning'The wedding of Jeff Bezos and Lauren Sánchez in Venice is estimated to have cost between $46.5 million and $55.6 millionMacKenzie Scott's $19 billion donations have turned philanthropy on its head—why her style of giving actually worksFighting back! (Stakeholders Rule!)New York City Council passes landmark AI oversight packageThe New York City Council unanimously passed a collection of bills that are designed to provide a heightened level of oversight for the city's use of artificial intelligence tools.Bernie Sanders and Mamdani joined the Starbucks picket line in Brooklyn More than 1,000 Amazon employees sign open letter warning the company's AI ‘will do staggering damage to democracy, our jobs, and the earth'Costco sues Trump administration over tariffs, seeks full refundCostco filed a lawsuit at the U.S. Court of International Trade on Friday, saying the administration's tariffs imposed under the International Emergency Economic Powers Act (IEEPA) are unlawful.The 1977 law has historically been used to impose sanctions against other nations.Exxon bid to dismiss Connecticut climate lawsuit failsA judge moved the case closer to trial after rejecting the company's request to toss it out.OpenAI Completed Its Conversion. A New Ballot Initiative Seeks to Reverse ItA coalition that tried and failed to block OpenAI's conversion earlier this year is back with a new tactic: a California ballot initiative aimed at reining in the startup's power.The planned initiative, dubbed the California Charitable Assets Protection Act, was filed Monday with California's attorney general. It doesn't mention OpenAI by name, but calls for the creation of an oversight board empowered to review and potentially reverse conversions to nonprofit organizations engaged in scientific and technological research that have happened in the state since January of 2024.Starbucks to settle with over 15,000 New York City workers for roughly $35 millionStarbucks will pay about $35 million to more than 15,000 New York City workers to settle claims it denied them stable schedules and arbitrarily cut their hours.The company will also pay $3.4 million in civil penalties under the agreement with the city's Department of Consumer and Worker Protection.It also agrees to comply with the city's Fair Workweek law going forward.Fighting back! (Shareholders Rule!)Michael Burry calls Tesla ‘ridiculously overvalued' and knocks tech industry for a widely used practiceThe post is critical of Tesla and the technology industry as a whole for its use of stock-based compensation and then ignoring it as a legitimate expense.Burry said Tesla share dilution should continue following shareholder approval of CEO Elon Musk's historic pay package.Second proxy adviser calls for vote against Westpac director over ASX stintA second influential proxy adviser has recommended institutional investors vote against re-electing Westpac non-executive director Peter Nash, citing his six-year stint on the board of the troubled Australian Securities Exchange (ASX).CGI Glass Lewis said in a new report on Tuesday that investors should vote against Nash who joined the Westpac board in March 2018 and chairs the board's audit committee.Norway wealth fund to back call for Microsoft human rights report at AGMMicrosoft AGM takes place on December 5Norway wealth fund is Microsoft's eighth-largest shareholderThe fund also said it would vote against the re-appointment of CEO Satya Nadella as chair of the board, as well as against his pay package.PotpourriOpenAI declares ‘code red' as Google catches up in AI raceIn the memo, reported by the Wall Street Journal and The Information, Altman said the company will be delaying initiatives like ads, shopping and health agents, and a personal assistant, Pulse, to focus on improving ChatGPT.This includes core features like greater speed and reliability, better personalization, and the ability to answer more questions, he said.Corporations say they prioritize people. So why do so few chief people officers become CEOs?Only 16 of the CEOs at the 1,000 biggest companies have HR experience.Stephanie Mehta is CEO and chief content officer of Mansueto Ventures, publisher of Inc. and Fast CompanyMATTUplifting stories:Costco sues Trump admin seeking tariff refunds before Supreme Court rules if they're illegalWhy it's uplifting:Costco is the retail bulwark against stupidity - and they're getting paid for it with persistent quarterly growthCostco board member defends DEI practices, rebukes companies scrapping policiesCostco Under Fire in 19 States for Taking Stand Against TrumpSecond proxy adviser calls for vote against Westpac director over ASX stintWhy it's uplifting:This IS NOT AN ACTIVIST DRIVEN VOTE, and it isn't about attendance! This is purely driven by conflict of interest - an ASX listed company using an ASX board member, a board member who up until 6 years ago lead KPMG in Australia - and KPMG is now Westpac's auditorThe move is underway - ISS/GL were never going to vote against directors in the US first, but Australia is much easier to targetGoogle's data centers could actually be going to the moonWhy it's uplifting:While we couldn't solve the climate crisis for the sake of HUMANITY, we WILL solve it for the sake of AI:one hundred trillion times more energy than we produce in all of Earth todayThe space pitch arrives when Earth is starting to look like a bad long-term landlord for the AI build-out. A 2024 Lawrence Berkeley National Laboratory report found that U.S. data centers already chew through about 4.4% of the country's electricity, and that share could climb to as much as 12% by 2028 as GPU farms multiply. McKinsey puts a price tag on the race to scale data centers: roughly $6.7 trillion in global data center capex by 2030, about $5 trillion of that aimed at AI-ready infrastructureextraterrestrial data centers could cut emissions by a factor of 10 compared with their earthbound cousinsAlso, GTFO!

Wealth Formula by Buck Joffrey
535: Apartment Buildings Are Having a Holiday Type Sale

Wealth Formula by Buck Joffrey

Play Episode Listen Later Nov 30, 2025 48:58


It's that time of the year again—Black Friday, Cyber Monday. Everyone loves a deal. If you've been investing long enough, you know one important fact: there is always something on sale. The problem is the herd never sees it. They're too busy chasing whatever feels safe because it's setting new records. And right now? That's the stock market. That's gold. Everyone's piling into the most expensive things they can find and patting themselves on the back for being “prudent.” But smart investors don't chase what's already expensive.They look for the thing sitting quietly on the clearance rack, the thing nobody wants yet. And today, that thing is real estate—particularly apartments. We've seen this movie before. Think back to the early 2000s. After the dot-com crash, everybody ran to gold and Treasuries. Meanwhile, the very companies that would define the next two decades—Amazon, Apple, Microsoft—were sitting there marked down 75%. You didn't need to be a genius to buy them. You just needed the stomach. Then there was 2009–2011. Real estate was radioactive. The media made it sound like apartment buildings were going to fall into sinkholes. But if you bought during that window? Values didn't take ten years to recover. They snapped back within three. And then they kept running for another decade. And remember 2020—oil going negative? That's the kind of insanity that only happens once in a generation. People were literally joking that Exxon would pay you to take barrels off their hands. It was absurd… and it was the greatest energy buying opportunity in modern history. But most people sat on the sidelines in fear. Different cycles, different assets, same principle:If you want outsized returns, you have to be willing to buy what everyone else is mispricing. And right now, the only major asset class not making all-time highs is real estate. In fact, our Investor Club is still finding deals discounted 30–40 percent from just a few years ago. Apartments, specifically, are in this bizarre sweet spot where pricing is still beaten up from the rate shock, yet the fundamentals underneath are quietly strengthening. Sellers who bought with floating debt are fatigued.Buyers with dry powder are getting real discounts.Construction has collapsed—meaning supply will be razor-thin in 18–24 months. And the interest-rate environment is shifting in exactly the direction apartments benefit from. This is why rates matter.This is why liquidity matters.This is why cycles matter. When financing costs come down and supply is constrained, prices don't grind higher—they launch. This Is Exactly What the Bottom Feels Like Bottoms never feel like bottoms. They feel confusing. Uneasy. Contradictory. And that is precisely why it's the opportunity. Every big wealth-building moment looks like this in real time. Everyone's distracted by what's hot while the discount sits in plain sight. Make no mistake—if the Fed keeps cutting and liquidity continues loosening, apartments aren't going to stay discounted. They'll do what they did after 2009. They'll do what oil did after 2020. They'll do what tech did after the dot-com crash. They'll reprice fast. And years from now, people will look back at this exact moment and say the thing they always say after missing the obvious: “It was right there. Why didn't I buy more?” Well… it is right here. Apartments are on sale. No one has been beating the drum more on this than my guest on Wealth Formula Podcast this week.

Investing Experts
Contrarian plays and real asset opportunities from next gen investors

Investing Experts

Play Episode Listen Later Nov 26, 2025 33:36


Rob Isbitts checks in with analysts Julia Ostian, Jack Bowman, and Kenio Fontes to see how they're thinking about the current market (0:40). How interest rates may affect investor behavior (14:20). Stocks that are moving in the right direction (18:45).Show Notes:How To Build A Bond Ladder That Beats The S&P 500 The Rest Of This DecadeWalmart Q3 FY26: Solid Momentum, And A Holiday Season Target Should FearEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Badlands Media
Geopolitics with Ghost Ep. 59: Venezuela, Guyana & the Psyop Spiral - November 25, 2025

Badlands Media

Play Episode Listen Later Nov 25, 2025 126:48


Ghost opens Episode 59 with humor, Encanto music, and a reminder of how absurd the global news cycle has become before diving headfirst into Venezuela's rapidly escalating geopolitical storm. He breaks down Nicolás Maduro's explosive claim that U.S. banks and intelligence agencies—not Latin America—are the true center of global drug trafficking, then contrasts that with the U.S. designating the “Cartel of the Suns” a terrorist organization and launching deadly boat strikes across the region. Ghost analyzes viral clips of Maduro dancing, the wave of flight cancellations after FAA warnings, and the massive U.S. naval buildup near Venezuela, questioning who is actually pushing for conflict. He explores the contested Guyana oil fields, Chevron's strategic legal maneuvers, British intelligence suddenly halting information sharing, and how the battle for Essequibo ties into global power plays involving China, Russia, Exxon, and 5 Eyes. Ghost highlights the propaganda, psyops, neocon pressure, CIA narratives, and media manipulation fueling panic—while emphasizing how every faction is playing its own game. A sharp, funny, and deeply detailed breakdown of a chaotic moment where nothing is as it seems.

Chris Farrell's On Watch Podcast
Dr. Shea Bradley-Farrell: Why Trump's Support of Argentina is “America First”

Chris Farrell's On Watch Podcast

Play Episode Listen Later Nov 21, 2025 47:15


Dr. Shea discusses her recent trip to Argentina and meeting with Argentina's Vice President and the Senate.  Shea Bradley-Farrell, Ph.D. is a strategist in national security and foreign policy and president of Counterpoint Institute for Policy, Research, and Education in Washington, D.C. Dr. Shea Bradley-Farrell is the author of Last Warning to the West: Hungary's Triumph Over Communism and the Woke Agenda (Dec. 2023), endorsed by multiple high-level conservative leaders. Dr. Shea Bradley-Farrell worked directly with the Trump administration (2016-2020) at the highest levels, including at the White House, U.S. Department of State, and Senior Advisor Ivanka Trump, on multiple issues while serving as VP of International Affairs for Concerned Women for America. Shea also served as Professor and Subject Matter Expert (SME) for the Defense Security Cooperation University (DSCU) of the U.S. Department of Defense (DoD) for a Trump administration national security mandate; she possesses an active U.S. security clearance and executive-level certifications.  Dr. Shea Bradley-Farrell works with multiple nations around the world at the highest senior levels of government to build U.S. relations and promote U.S. interests and security. Previously, she worked in international development, focusing on economic development and research in the Middle East, Africa, and South America, with donors including the U.S. Department of Labor, World Bank, Exxon, FedEx, and Kuwait Foundation for Advancement of Science.   Dr. Shea Bradley-Farrell regularly publishes Op-eds in outlets such as RealClear Politics, Human Events, NewsMax, National Review, Daily Signal,  The Washington Times, The European Conservative,  Daily Caller, the Federalist, and many others. She is a weekly guest on TV news and radio and presents to venues all around the world such as Wilson Center for International Scholars, Foreign Services Institute, the U.S. Dept of State, the Heritage Foundation, CPAC Hungary and the Gulf Studies Symposium. Dr. Shea Bradley-Farrell holds a Ph.D. and M.S. in International Development from Tulane University, where she was Adjunct Lecturer in the International Development Studies Program in 2015. She has served in a variety of other academic positions, including at the American University of Kuwait and George Mason University.FOLLOW Dr. Shea Bradley-Farrell on X: @DrShea_DCFOLLOW Counter Point Institute on X: @CounterpointDCREAD: https://humanevents.com/2025/11/19/shea-bradley-farrell-why-president-trumps-argentina-support-is-strong-america-first-strategyVISIT: https://www.counterpointinstitute.org/SUPPORT OUR WORK https://www.judicialwatch.org/donate/thank-youtube/ VISIT OUR WEBSITE http://www.judicialwatch.org

Your Call
How Exxon exported climate denial to the global south

Your Call

Play Episode Listen Later Nov 20, 2025 24:26


More than 1,600 fossil fuel lobbyists have been granted access to the Cop30 climate negotiations in Belém, Brazil, according to the Kick Big Polluters Out coalition.

Onyx and the World of Oil Derivatives
Is the UK Ready for the New Energy Era? | UK Energy Show

Onyx and the World of Oil Derivatives

Play Episode Listen Later Nov 19, 2025 34:11


In this week's edition of The UK Energy Show, we bring you a fast-moving, insight-packed look at the biggest developments shaping Britain's energy landscape. From the high-stakes negotiations at COP30 to the latest shocks in global oil markets, our panel breaks down what truly matters for UK consumers, businesses, and policymakers.We examine the emerging and fragile consensus on a global roadmap to phase out fossil fuels, with analysis of the political tensions, financial hurdles, and real-world affordability challenges that could make or break any agreement. With Ukrainian strikes pushing Moscow's refineries offline and new US sanctions about to hit, we look at why Russian oil prices are falling even as UK diesel prices surge - and what drivers can expect at the pump in the coming weeks.There's big news for Wales too: the government has confirmed plans for the UK's first small modular nuclear reactors, prompting a lively debate on whether SMRs are the future of clean, reliable baseload power or an expensive gamble.Plus, we dive into what's trending on social media - from Exxon's closures and potential acquisitions to the perennial question of China's emissions, and we preview the rumours swirling around the upcoming UK Budget, including fuel duty, VAT changes, and the future of EV road charging.Hosted by Martin Stanford and joined by Greg Newman, Group CEO of Onyx Capital Group, and Julian Keites of Flux Markets, offering clear explanations, sharp market insight, and candid views on where energy prices and policy are heading next.

Holyrood Sources
Scotland's Win, Exxon's Exit & Party Support Ceilings... Plus, Pam Duncan-Glancy

Holyrood Sources

Play Episode Listen Later Nov 19, 2025 51:23


Scotland are going to the World Cup — and the Holyrood Sources team are buzzing. But after the celebrations, Geoff, Andy and Calum dig into a huge week in Scottish and UK politics.➡️ ExxonMobil shuts Mossmorran, putting 400 jobs at risk — Geoff explains why government policy has directly contributed and why this marks a deeper de-industrialisation crisis in Scotland. ➡️ Fresh YouGov polling reveals a dramatic collapse in support for Scottish Labour and a worrying ceiling for the SNP. Andy breaks down why a populist insurgency could now happen in Scotland. ➡️ Pam Duncan-Glancy MSP joins the podcast to explain why she opposes the Assisted Dying Bill — and why key safeguards have been rejected.Scotland's biggest politics podcast — with insider analysis from across the political divide. Hosted by Calum Macdonald, Geoff Aberdein (former Chief of Staff to Alex Salmond) and Andy Maciver (former Director of Comms, Scottish Conservatives).

The Greek Current
Greece's landmark energy deal with Exxon

The Greek Current

Play Episode Listen Later Nov 14, 2025 15:42


Last week's deal between ExxonMobil, Energean and Helleniq Energy for exploration and drilling in the Ionian Sea generated a lot of buzz both in Greece and - as we saw at P-TEC in Athens - among US officials. This move comes as another US energy giant, Chevron, is also engaging with Greece and Cyprus. Energy expert Dr. Theodoros Tsakiris joins Thanos Davelis to break down why these deals could be game-changing for Greece. You can read the articles we discuss on our podcast here:Exxon enters Greece with gas deal that expands US footprint in eastern MedGreece names Chevron, Helleniq Energy consortium as preferred bidder for offshore gas searchFresh push for Greece-Cyprus cableNew US ambassador says Greece key to countering Russian and Chinese influence

Halftime Report
Is a Greater Rotation Coming? 11/13/25

Halftime Report

Play Episode Listen Later Nov 13, 2025 44:04


Scott Wapner and the Investment Committee debate whether a greater rotation is coming and if a December rate cut is on the table. Plus, the Committee share their latest portfolio moves. And later, Josh Brown spotlights Exxon in his 'Best Stocks in the Market.' Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Zero: The Climate Race
Is this Exxon's new climate delay tactic?

Zero: The Climate Race

Play Episode Listen Later Nov 12, 2025 45:17 Transcription Available


Most oil company CEOs have turned their back on COP30, but not ExxonMobil CEO Darren Woods, who this year attended his third COP conference in a row. This week on Zero, Akshat Rathi asks Woods why Exxon is backing a new carbon accounting idea, what his plan is now that the Inflation Reduction Act has been gutted, and why Exxon wanted the US to stay in the Paris Agreement. Explore further: Zero’s 2024 interview with Darren Woods Sign up to the Bloomberg Green newsletter for daily coverage of COP30. Zero is a production of Bloomberg Green. Our producer is Oscar Boyd. Special thanks to Eleanor Harrison Dengate, Siobhan Wagner, Sommer Saadi and Mohsis Andam. Thoughts or suggestions? Email us at zeropod@bloomberg.net. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green.See omnystudio.com/listener for privacy information.

The Deal
Activist Investing Today: Latham's Drewry, Dubofsky on Rising M&A Activism, Exxon Robo-Voting

The Deal

Play Episode Listen Later Nov 4, 2025 27:36


Latham & Watkins partners Christopher Drewry and Josh Dubofsky, global co-chairs of the firm's shareholder activism and takeover defense practice, discussed the latest trends in investor insurgencies on the Activist Investing Today podcast with The Deal's Ronald Orol.

National Review's Radio Free California Podcast
Episode 415: Shafting Shafter

National Review's Radio Free California Podcast

Play Episode Listen Later Nov 3, 2025 59:01


More than $100 billion over budget and five years late, Governor Newsom's high-speed rail project has settled on a new strategy: shortcuts -- including one through the middle of Shafter, Calif. In other news: The secret life of NYC's David Bahnsen, Newsom tells ABC's Jonathan Karl he's a border hawk, we remember the 1947 flight of Howard Hughes's Spruce Goose, and what Ronald Reagan said about tariffs that Ronald Reagan Presidential Library officials can't remember. Music by Metalachi.Email Us:dbahnsen@thebahnsengroup.comwill@calpolicycenter.orgFollow Us:@DavidBahnsen@WillSwaim@TheRadioFreeCAShow Notes:New York's Golden Handcuffs: Why the City Has a Special Hold on the RichTrump Is Mad at Canada, but Not for Misquoting ReaganNewsom says US faces '5-alarm fire' and warns 'we won't have a country'The feds want to know more about the people on food stamps. How Newsom respondedNewsom Gives Trump's Vanity Ballroom Brutal New NicknameWhat is Gov. Gavin Newsom's role in the California Capitol Annex project?Exxon sues California over new laws requiring corporate climate disclosuresCalifornia's War on Oil Finally Prompts a ResponseCA state retirement fund lost 71% of $468M put in clean energy, won't say howWhy an entire Calif. town is standing up against the high-speed railIdaho official investigating Millbrae police chief over property tax breakPrincipal resigns after investigator finds Grindr app used to pursue sex with student Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk Pod
Exxon's Darren Woods & NYC's Marathon Weekend 10/31/25

Squawk Pod

Play Episode Listen Later Oct 31, 2025 38:55


In an exclusive interview, Exxon Mobil CEO Darren Woods discusses his company's latest quarterly financials and the geopolitics at play in oil patches around the world. In tech, Netflix has announced a stock split amid reports that the streamer is preparing a bid for Warner Bros. Discovery, Amazon's stock soared after earnings, and Nvidia CEO Jensen Huang is celebrating AI's profitability for his company. Plus, it's Halloween and NYC's marathon weekend. Jackolanterns.com President Mike Pollack gets into the spooky spirit with trails of thousands of carved pumpkins, and Sunday, NY Road Runners CEO Rob Simmelkjaer will be cheering on around 50,000 runners, alongside two other million spectators. Happy Halloween! Darren Woods - 19:09Rob Simmelkjaer - 35:11 In this episode:Becky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Business Pants
BLAME GAME: Target layoffs, OpenAI vs. China, Hormel's recall, F5's cyber breach, and future terror

Business Pants

Play Episode Listen Later Oct 28, 2025 53:44


Our show today is being sponsored by Free Float Analytics, the only platform measuring board power, connections, and performance for FREE.DAMIONAmazon to announce largest layoffs in company history, in AI push. WHO DO YOU BLAME?Former CEO Jeff BezosAICovid (This wave of layoffs results from overhiring during the pandemic)Executive Chair and largest shareholder Jeff BezosF5 Expects Revenue Hit From Cyber Attack. F5, a $20B billion technology company with impressive gross profit margins of 81%, experienced a cybersecurity incident involving unauthorized access to certain company systems by a sophisticated nation-state threat actor. WHO DO YOU BLAME?The Risk committee: Dreyer, Klein, Montoya, Budnik*Chair Marianne Budnik is deemed to have Cybersecurity experience because she serves as a Chief Marketing Officer in the cybersecurity industryPeter Klein was the CFO at Microsoft for less than 4 years, then was the CFO for WME for 6 months and then has only been a director since 2014.Risk committee member Michael Montoya specifically. F5 revealed that the director mysteriously resigned in the same filing it disclosed the cyberattack, despite having served for only 4 years. According to the proxy, had “extensive experience as an information security executive.” Following his resignation from the Board, Mr. Montoya continued his service with the Company and has been appointed as F5's Chief Technology Operations Officer.The entire board, for doing dumb modern day board things: announced that CEO François Locoh-Donou, would assume the additional role of Chair of the Board following the Company's next Annual Meeting of Shareholders 12 days after they announced the cyberattack.Investors. 98% YES average this year: 7 over 99.2%, including Risk Committee Chair Marriane Budnik with 99.6%. Nobody feels like they have to work hard to impress anyoneF5! It's a god damn cybersecurity company!How climate change is fueling Hurricane Melissa's ferocity. WHO DO YOU BLAME?Exxon CEO Darren Woods because he sued his own shareholders last year: Arjuna Capital, LLC and Follow ThisExxon CEO Darren Woods because just yesterday: Exxon sues California over new laws requiring corporate climate disclosuresExxon CEO Darren Woods because gas and oilClimate ChangeOpenAI says U.S. needs more power to stay ahead of China in AI: ‘Electrons are the new oil' WHO DO YOU BLAME?The fear-and-spending geniuses behind the original Cold War: Truman, Stalin, ChurchillPeople who historically ignored Eisenhower and his statements on the U.S. military-industrial complex when he explicitly warned that defense contractors and the military could exert undue influence on government policy. Sound familiar?Anyone who empowered the board to not be empowered when they tried to fire Sam Altman for such reasons as:Conflicts over OpenAI's rapid growth and direction, especially the tension between aggressive AI deployment vs. safety oversight.Power dynamics between Altman, key researchers, and board members — some may have felt he had too much unilateral control.The college that let Sam Altman drop outSammy Altman Citi's Jane Fraser consolidates power with board chair vote — and a $25 million-plus bonus to boot. WHO DO YOU BLAME?The entire Compensation, Performance Management and Culture CommitteeThese two long-tenured Compensation, Performance Management and Culture Committee membersDiana L. Taylor* 10 other directorships: Brookfield Corporation, Accion (Chair), Columbia Business School (Board of Overseers),Friends of Hudson River Park (Chair), Mailman School of Public Health (Board of Overseers), The Economic Club of New York (Member), Council on Foreign Relations (Member), Hot Bread Kitchen (Board Chair), Cold Spring Harbor Lab (Member), and New York City Ballet (Board Chair)Peter B. Henry*8 other directorships: Nike, Inc., Analog Devices, Inc., National Bureau of Economic Research (Board), The Economic Club of New York (Board), Protiviti (Advisory Board), Biospring Partners (Advisory Board), Makena Capital (Advisory Board), and Two Bridges Football Club (Board)The lowest common denominator effect of bank compensation committees:Wells Fargo CEO Charlie Scharf: ~$30M special equity grant tied to becoming Chair as well as CEO (3 months after meeting)Goldman Sachs: CEO David Solomon & COO John Waldron ~$80M each (retention RSUs vesting in ~5 yrs)KeyCorp: CEO Chris Gorman & four other senior execs: ~$8M for Gorman; ~$17M combined for the five NEOsThe passive ownership (re: management-friendly) of BlackRock, State Street, and Vanguard (combined 22%): without their votes at Goldman then Say on Pay was nearly tied, which might have dissuaded the year of one-off bonuses for banking CEOs??The world is about $4.5 trillion short of securing a sustainable food supply for the future, global food and ag business CEO [Sunny Verghese, CEO of food and ag company Olam Group] says. WHO DO YOU BLAME?The world's top 28 richest people (those worth ~$160 B each) together would equal $4.5 trillionThe world's greatest sycophant Tesla chair RobynDenholm: “On the pay package specifically: “It's not about the money for him. If there had been a way of delivering voting rights that didn't necessarily deliver dollars, that would have been an interesting proposition.”Any two of these basically redundant techbro companies' market caps would sufficeNvidia ~$4.2 trillion Microsoft ~$3.8 trillion Apple ~$3.1 trillion Amazon ~$2.4 trillion Alphabet ~$2.2 trillion Meta Platforms ~$1.8 trillion Broadcom ~$1.3 trillion Taiwan Semiconductor Manufacturing Company ~$1.2 trillionBill Ackman. Because he's a douche.MATTTarget is eliminating 1,800 roles as new CEO Michael Fiddelke gets set to take over the struggling retailer - WHO DO YOU BLAME?Current CEO Brian Cornell, who's “stepping down” to the role of Executive Chair - which is basically still CEO, just on the board and doesn't have to talk to employees anymore, so he can eliminate 1800 jobs and then fade away into a multimillion dollar unaccountable board roleFuture CEO Michael Fiddelke, who starts February 1, 2026, but is current COO and was forced to send the memo to employees telling them 8% of the workforce will be cutMonica Lozano, chair of the compensation and human capital management committee of the board, who's also on the BofA and Apple boards and is the most connected board member at a highly connected board - does the chair of the human capital committee have to weigh in on firing?OpenAI - the memo makes zero mention of the fact that part of Target's problem is that it shit on gays and blacks because of a feckless internet toad named Robby Starbuck, but feels very written by AI which would account for phrases like:“Adjusting our structure is one part of the work ahead of us. It will also require new behaviors and sharper priorities that strengthen our retail leadership in style and design and enable faster execution so we can: Lead with merchandising authority; Elevate the guest experience with every interaction; and Accelerate technology to enable our team and delight our guests.”Does anyone know what that word salad actually means? Doesn't it just mean “you're fired because we basically sucked at our jobs”?Hormel recalls 4.9M pounds of chicken possibly 'contaminated with pieces of metal' - WHO DO YOU BLAME?The audit committee, the closest committee responsible for enterprise risk (ie, metal in chicken) - Stephen M. Lacy, William A. Newlands (also lead director), Debbra L. Schoneman, Sally J. Smith (chair), Steven A. White, Michael P. ZechmeisterThe governance committee - James Snee, the now retired CEO who retired somehow in January but the company still hasn't found a permanent replacement 9 months later - so they're being run by Jeff Ettinger, interim CEO? Chair Gary C. Bhojwani, Elsa A. Murano, Ph.D., William A. Newlands (also lead director), Debbra L. Schoneman, Steven A. WhiteThe one black guy on the board - Steve White - who works at Comcast, is somehow qualified to be on Hormel board, and is on BOTH the audit committee AND governance committeeThe conveyor belt that spit pieces of metal as large as 17mm long into “fire braised chicken” sent to hotels and restaurantsCervoMed appoints McKinsey veteran David Quigley to board of directors - WHO DO YOU BLAME? Board is 2 VCs, a longtime biotech CFO, and five MD/PhDs. And among those 8, there are just two woman - the co-founder/wife of the CEO and a VC. And when they did their search, they could only find a longtime professional opinion haver - a consultant from the big three?Nominating committee for lack of imaginationEx or current McKinsey, Bain, and BCG employed directors - the opinion industrial complex - make up a whopping 4% of ALL US DIRECTORSAmong boards with MULTIPLE ex opinion directors: Kohl's is 25% consultantStarbucks is 27% consultantDisney is 30% consultantsWilliams-Sonoma is 38% consultantCBRE is 40% consultant!Nominating committee chair Jane Hollingsworth, for not looking around the room and saying, “hey dudes, can we add, like, maybe, ONE other lady?”Co founders Sylvie Gregoire and John Alam (also CEO) who own 17.3% of voting power - add in Josh Boger, board chair and 12.3% voter, and you basically have the CEO daddy and his buddy Josh with 29.6% of voting controlSylvie and John's bios, which neglect to mention they're married to one anotherWe are all terrified of the future - which headline is worse for your terror? WHO DO YOU BLAME?The world is about $4.5 trillion short of securing a sustainable food supply for the future, global food and ag business CEO saysBill Gates Says Climate Change ‘Will Not Lead to Humanity's Demise' - ostensibly because billionaires in bunkers will, in fact, survive on cans of metal-filled Hormel chili.Sorry, Yoda. Mentors are going out of styleMan Alarmed to Discover His Smart Vacuum Was Broadcasting a Secret Map of His HouseJennifer Garner's baby food company is going public on the NYSE — should investors be putting their eggs in this basket?Woman Repeatedly Warned by Canadian Exchange Not to Transfer Crypto, Gets Scammed AnywayOpenAI completes restructure, solidifying Microsoft as a major shareholder - MSFT owns 27%, the non profit which controlled the company “for the benefit of humanity” now will only control it for 26% of humanity?Tesla risks losing CEO Musk if $1 trillion pay package isn't approved, board chair says - IF MUSK LEAVES, WHO DO YOU BLAME?Robyn Denholm, board chair, whose job it is to manage Musk, but does it like an overwhelmed permissive mother who parents with chocolate and Teletubbies when the kid has a tantrumKimbal Musk - I was told by a bunch of directors and institutional investors at a conference, no joke, that Kimbal was still on the board (ie, not voted out) to control his brother's ketamine intake and crazy episodes. So if he throws a tantrum and leaves, isn't it bro's fault? This is a binary trade - Musk gets extra pay/control, stock goes up and isn't de-meme'd. Musk doesn't, he leaves and the stock is de-meme'd and drops arguably by 66% or more to be more like a car company with some tech. So do we blame investors, no matter what they do? They meme'd the stock in the first place, he couldn't get a trillion extra dollars if they hadn't pumped up the stock - and now they could vote with humanity (no pay) or meme capitalism (pay)!Techbro middle school conservatism - is this Ben Shapiro and Joe Rogan's fault? A Yale economist paper suggests that Musk's politics cost between 1 and 1.26 million Tesla car sales… Would we even be worried if Musk stayed out of politics? Wouldn't the market have just paid him whatever?Pop quiz: which directors stay on the board if Musk leaves in a tantrum?Jeffrey StraubelKimbal MuskRobyn DenholmJames MurdochKathleen Wilson-ThompsonIra EhrenpreisJack HartungJoe Gebbia

The Minerals and Royalties Podcast
A Real-Life Landman Story: Battling Pioneer & Exxon in a $500MM+ Permian Top Lease Lawsuit w/ John Paul Merritt - CEO of Pony Oil

The Minerals and Royalties Podcast

Play Episode Listen Later Oct 28, 2025 35:28


John Paul Merritt - CEO of Pony Oil joins the podcast to discuss Top Leasing in the Permian Basin, why he thinks it is an essential tool needed to maximize value for mineral owners, and how he has been battling Pioneer & Exxon in a $500mm+ Top Lease Lawsuit over the past few years. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice.A big thanks to our 3 Minerals & Royalties Podcast Sponsors:--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com

Minimum Competence
Legal News for Mon 10/27 - Tax Lawyer/Hot Dog Vendor, Trump Crypto Friendly CFTC Head, and Exxon Sues California

Minimum Competence

Play Episode Listen Later Oct 27, 2025 6:45


This Day in Legal History: Copyright Act of 1976On October 27, 1978, key provisions of the Copyright Act of 1976 officially took effect, modernizing U.S. copyright law for the first time in nearly 70 years. Although signed by President Gerald Ford in 1976, the Act delayed implementation of its core provisions until this date to allow for public and institutional adjustment. The law marked a major shift in how copyright was conceived, particularly by aligning U.S. law more closely with international standards.One of the most important changes was the extension of copyright protection to unpublished works, which had previously existed in a murky legal space. The Act also introduced the concept of works being protected once they were “fixed in a tangible medium of expression”, rather than requiring publication or registration, making protection more automatic and accessible. It moved away from the fixed-term system—previously 28 years with a renewal—toward a life-plus-50-years standard for most works, further updated to life-plus-70 years in 1998.Additionally, the law provided for fair use codification, laying out a four-factor test still used by courts today. It also clarified authorship and ownership rights, especially in the context of work-for-hire arrangements, and created clearer paths for compulsory licensing of certain works, including music.The Copyright Act of 1976 thus ushered in a more author-centric and technologically adaptive framework. It was designed with an eye toward the emerging digital era, even though it predates the internet. The Act remains the backbone of American copyright law today, regularly referenced and amended as new challenges arise.What I guess could be broadly considered a feel-good story, Isaac Stein's pivot from federal tax attorney to full-time hot dog vendor during the government shutdown is equal parts charming and quietly damning. With the IRS idled and thousands of public workers furloughed, Stein has taken his sidelining as an opportunity to live out a childhood dream — running a hot dog cart named SHYSTERS, complete with Moon Pies, RC Cola, and a slogan that reads, “The Only Honest Ripoff in D.C.” Wearing his usual business suit, he blends satire and performance art while serving construction workers, telecommuters, and other locals near the D.C. Metro.What began as a quirky weekend hobby has become a daily operation thanks to the indefinite work stoppage. Stein, 31, brings a regulatory lawyer's precision to the permitting process and a people person's flair to sidewalk commerce, referencing old-school D.C. aesthetics and childhood nostalgia with every dog he serves. Customers who can explain the cultural significance of RC Cola and Moon Pies even get a nickel off — an appropriately ironic twist in a city where billions of dollars are stuck in limbo.But the charm of this setup — a suit-clad lawyer slinging hot dogs under a punny sign — shouldn't distract from the underlying issue: Stein, like hundreds of thousands of other federal workers, is benched not by choice but by political dysfunction. He can afford to make it into an art project; others can't. The shutdown has real economic and emotional consequences, and not everyone has the resources or flexibility to turn lost income into a pop-up business. As clever and good-humored as SHYSTERS is, it also reminds us that “doing something fun” is not a substitute for stable governance or paychecks that come on time.Washington lawyer on furlough lives out dream of running a hot dog cart | ReutersPresident Donald Trump has appointed Michael Selig as chair of the Commodity Futures Trading Commission (CFTC), signaling a continued push to make the U.S. a global hub for digital assets. Selig, currently the CFTC's chief counsel for its crypto task force, confirmed his selection alongside David Sacks, the White House's lead official for AI and crypto policy. Both praised the move as aligning with broader goals to modernize financial regulations and support innovation in digital markets.Selig stated he would prioritize freedom, competition, and innovation while helping establish the U.S. as the “Crypto Capital of the World.” His appointment follows a series of pro-crypto policy moves under Trump, including passage of the GENIUS and CLARITY Acts, both aimed at creating clearer regulatory frameworks for cryptocurrencies.Selig replaces Brian Quintenz, whose stalled nomination was reportedly derailed by lobbying efforts from Gemini co-founder Tyler Winklevoss. The episode highlighted tensions within the crypto industry over regulatory leadership. Selig brings both public and private sector experience to the role, having previously worked at the law firm Willkie Farr & Gallagher before joining the CFTC in March 2025. His appointment reflects the administration's continued alignment with digital asset advocates and its willingness to reshape financial oversight around emerging technologies.Trump names Michael Selig to chair CFTC; Selig cites crypto capital goal | ReutersExxon Mobil has filed a lawsuit against the state of California, challenging two newly enacted climate disclosure laws that require large companies to publicly report greenhouse gas emissions and climate-related financial risks. In its complaint filed in federal court, Exxon argues that Senate Bills 253 and 261 violate its First Amendment rights by compelling it to endorse views on climate reporting it disagrees with. The company contends that California's mandated frameworks are misleading, unnecessary, and conflict with existing voluntary disclosures and federal regulations.SB 253, set to take effect in 2026, targets companies earning over $1 billion annually and requires them to report both direct and indirect emissions — including those from suppliers and consumers. SB 261 applies to firms with over $500 million in revenue and mandates disclosure of climate-related financial risks and mitigation strategies. Exxon says the laws amount to forced speech and overreach by the state, particularly given the overlap with federal disclosure requirements.While tech giants like Apple, Ikea, and Microsoft backed the legislation, major industry groups such as the U.S. Chamber of Commerce and the American Farm Bureau Federation opposed it, calling the mandates burdensome. California has defended similar environmental policies in the past, but the outcome of this case could shape how far individual states can go in regulating corporate climate disclosures, especially when federal standards already exist.Exxon sues California over climate disclosure laws | Reuters This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

The Deal
Activist Investing Today: Barclay's Rossman on Exxon Retail Program, Rising Campaigns

The Deal

Play Episode Listen Later Oct 24, 2025 23:20


Jim Rossman, global head of shareholder advisory at Barclays, analyzes the effect of an Exxon retail investor voting program as well as record levels of activism.

Palisade Radio
Rick Rule: Rick Rule: The Case for Underinvested Commodities | Oil, Nickel, and Zinc

Palisade Radio

Play Episode Listen Later Oct 16, 2025 57:49


Stijn Schmitz welcomes Rick Rule to the show. Rick Rule is Investor, Speculator, Founder & CEO of Rule Investment Media. In this comprehensive discussion, Rule provides deep insights into commodity markets, focusing on gold, oil, and various other resources. Regarding gold, Rule believes the precious metal is positioned for significant growth over the next five to ten years. He anticipates a potential 75% decline in the US dollar's purchasing power, which could translate to a three-fold increase in gold's nominal price. Rule emphasizes that while gold's trajectory won't be a smooth ascent, investors should be prepared for volatility and cyclical movements. In the energy sector, Rule is particularly bullish on oil and gas. He argues that despite narratives about alternative energy, fossil fuels will remain the dominant global energy source for decades. He sees tremendous value in companies like Exxon, which he believes is trading at a 50% discount to its net present value. Rule suggests that the industry's ongoing infrastructure investments and technological advancements make oil and gas an attractive investment opportunity. Rule also shares perspectives on various commodities, including nickel, copper, zinc, and uranium. He highlights the significant underinvestment in these sectors over the past decades, which creates potential long-term investment opportunities. For instance, he sees a substantial copper supply deficit emerging in the next five years due to decades of underinvestment. Beyond commodities, Rule discusses his involvement with Rule Investment Media and Battle Bank, offering investors resources to analyze natural resource stocks and providing innovative banking services. He encourages investors to conduct thorough research, be patient, and look for opportunities in sectors experiencing market disfavor. Throughout the conversation, Rule's investment philosophy emphasizes understanding long-term trends, focusing on high-quality producers, and being willing to take calculated risks in undervalued sectors. His approach combines deep industry knowledge with a pragmatic, patient investment strategy.