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daveholl1908.bsky.social
Farmer, sometimes writer.
129 posts 268 followers 43 following
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Accurate

A rise in the unemployment rate to 4.5% by June, the Sahm Rule will be triggered. Seems likely. The idea is that the Fed then cuts to stay ahead of the curve. Although the PCE deflator in the GDP report came in at 3.6% Rock, meet Hard Place.

The US government reportedly spent $200B more in Q1 than the previous Q1. Quite a trick to have negative GDP growth even with a 3% fiscal push! BTW, it is hard to detect any acceleration of growth in the 1st Trump term even with big fiscal bump.

101 days since we set sail from Mar-a-Lago with Captain Ahab. Presently becalmed in the Bermuda Triangle. Provisions running low but we killed and ate several friendly dolphins.

It’s day 100. He did this in just three months. And beyond any shadow of a doubt, *he* did this. No one else.

I’ve found it’s more visually appealing to just paste in his head at the inflection points

The experts: neurologists on 17 simple ways to look after your brain

oilprice.com/Energy/Crude...

Gives new meaning to "grasping at straws."

hits a little different this morning

Yup. Read this, then buy a pitchfork and a torch. www.semafor.com/article/04/2...

Trump golf club to host speaker who claims bleach can cure cancer and Covid

The cruelty and the stupidity is the point

📄 NEW: A dispatch from the not too distant future warns that our crisis is more metaphysical than political, and urges us to use our collective imaginations to defeat autocracy. My latest. america2.news/a-letter-fro...

Via Christo Grozev at Xitter, Russia's SVR is trying to preempt French and Brit reports of ties between Trump and Russian business interests. svr.gov.ru/smi/2025/04/...

Trump pleads with his war criminal patron "Vladimir" over social media not to make him look too stupid as Trump gives everything to Russia and justifies past murder and enables future murder. And Putin laughs at him.

Kyiv today. Ukrainian kids waiting for their friend to be rescued from under the rubble. He didn’t survive. #StandWithUkraine

Seems like this story couldn’t *brake* through to the mainstream.

If Russell Vought was the smart, capable man he wants you to believe he is, he would have been CEO of a Fortune 500 — not Head Boy at The Ayn Rand Center for Cranky Babies Who Don’t Like To Share.

TSLA would have lost $170M last quarter but for selling carbon offsets to other carmakers. Big Gubmint!

What if we learn that it is very hard to actually monetize AI, and all it ever really does is suck up vast amounts of electrify, expensive chips etc?

Tesla's entire profits for Q1 are back to selling carbon offset credits to other car manufacturers. Without selling indulgences allowing more ICE vehicles to be built, Tesla would have had a $170m loss. Buy a Tesla EV if you want, but don't pretend you're saving the environment.

WTAF was Bessent doing giving a massive insider trading tip to a private gathering of Morgan Stanley clients. ?

Bessent and Vance out talking soft on trade. Art of the Deal- tell your adversaries you were just kidding.

VP Marybelline just dissed the USA for an audience in a Hindu ethnostate.

Also, Biden & the Dems increased the Child tax Credit substantially in 2021. It was a good thing but I don’t think it magically led to a population increase.

Art of the Deal my ass.

📄 NEW: Fighting ascendant fascism is urgent, but we must also be aware of the ways in which political power is being concentrated across the left-right spectrum. There may be no way back — only through, to a new vision of global democratic governance. america2.news/convergence-...

Thiel arriving at Vance's dorm room:

Can someone alert the congressional delegation that is on the ground right now in El Salvador?

Kristi Noems bag with $3000 cash, ID and meds was stolen from a DC restaurant Saturday. I’d love to see her med list.

My Blood in the Street level on SPY is around 4400. Right or not, if it happens it will beat riding it down 30% first. Wonder where Uncle Warren will start deploying the $Bs in cash he’s holding?

Since Liz Truss’ curtsy killed The Queen. Maybe J.D.’s eyeliner is to blame here?

Kind, decent, and compassionate, Pope Francis was badly out of step with contemporary western culture.

Just when you thought Trump couldn’t nominate anyone more incompetent or ill-suited than Hegseth or RFK, well, here’s the woman who likely will be the next surgeon general of the United States: ⤵️ open.substack.com/pub/lastcamp...

JD Vance killed Pope Francis?

press.vatican.va/content/sala...

Donald Trump has vowed to deport millions and jail his enemies. To carry out that agenda, his administration will exploit America’s digital surveillance machine. Here are some steps you can take to evade it.

i mean, i don't know that it gets any clearer than this without the pope saying "you ain't shit. your crew ain't shit. and all of y'all are burning in hell."

Great thread: