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Replying to @Ross__Hendricks @amitisinvesting
Some people make money talking about markets on social media, other people make money putting their capital at risk in those markets — the latter can always spot the former.
Art Berman crashing out hard on X.
Punching down at every account that doesn't suck off his theory.
What a fag.
unavailable
White excellence! 🤌🔥
At this moment in history, when France is at risk of disappearing, my friend @Erga3x and I decided to perform a 19th-century hymn to Saint Joan of Arc, who led French troops during the Hundred Years’ War and reclaimed the throne.⚜️
More than six centuries after her trafic death, Joan remains a symbol of courage and love for one’s country.
She reminds us that even when everything seems lost, a single person driven by faith and determination can awaken an entire nation.
(Find the link to our folk music channel in the description.)
Very interesting...
As someone who has personally spent $500k / mo+ on Google Ads for years, I can tell you with certainty:
This revenue growth in Search is artificial & extremely unhealthy for Google’s business long term
Search volumes are declining as legacy search is being increasingly cannibalized by non-monetized LLM queries
Google’s response?
Manufacture revenue growth via short-sighted, highly extractive, customer-hostile tactics. I.e. charge advertisers more for lower quality clicks, including clicks they do not want and explicitly did not approve Google to charge them for
A few examples to illustrate:
For all of its history until recently, Google operated on a 2nd price auction model
I.e. if you bid $5 CPC and the next highest bidder bids $1 CPC, Google charged you $1.01 for the click (one penny more than the 2nd highest bidder) rather than the $5 you bid
This was a genius move by Google early on as it incentivizes advertisers to input their true maximum willingness to pay rather than trying to play the game of bidding low and constantly adjusting to try to stay just ahead of the next highest bidder while still not paying too much
However recently, Google silently deprecated the 2nd price auction and began charging advertisers as much as their bid and budget caps allow, regardless of what anyone else is bidding
It’s a short-sighted cash grab at the expense of the long term health of the advertiser ecosystem
Making thing worse, Google also recently nerfed keyword targeting precision
Google previously had precise keyword targeting settings that allowed advertisers pick individual search phrases to bid on, defined down to the character w/ exact match or phrase match targeting
This was one of the core features that made search advertising magic, enabling advertisers to run extremely precise campaigns based on exactly what their target customer typed
But now, even if you bid on a specific term or phrase using the strictest exact
-match targeting settings, Google will show your ad across 1000’s of unrelated keywords, labeling them as as “exact match (close variant)”
The definition of “close variant” means whatever they want it to and changes constantly. The result is advertisers get billed for clicks that are totally irrelevant to their business and that their targeting settings explicitly forbid Google from targeting. Google does it anyway and there’s no ability to turn this off
So now exact match is broad match, and broad match is just meaningless spam
This is all very bad for advertisers, but for Google, it allows them to show your ad and bill you for clicks across 1000x more searches that were previously going unmonetized (mainly because they’re garbage queries no one wants)
This is how you grow revenue atop declining search volumes
Lastly, and perhaps most egregiously, Google quietly stopped respecting budget caps by a factor of 2x. For example campaigns we’ve been running for years with $1000 daily budget caps suddenly began spending $2000+ per day
And the extra spend is entirely on the garbage keywords Google arbitrarily throws in as “exact match (close variants)” which have no value to our business, but can’t be turned off
Google offers no refunds nor any recourse for overspend or spend on keywords you explicitly did not target
These are not the actions of a healthy business. These are the actions of company whose core business is in decline but desperately needs to pump quarterly earnings so Wall Street will continue to fund insane capex while hopefully looking through their rapidly deteriorating negative free cash flow
Google operated a benevolent monopoly for the better part of 25 yrs
Meaning the value Google captured from Search was but a small fraction of the value it created, and that spread produced a potential energy that justified expectations of high earnings growth far, far into the future
This is now no longer the case
At the alter of AI capex, Google is sacrificing the golden goose
DigitalMatrixCEO retweeted
This is genuinely psychotic and I’m really tired of people treating active mania as a legitimate political position.
DigitalMatrixCEO retweeted
Ambassador Huckabee, this is unreleased video of an American who was beaten almost to death last week by Israeli settlers. You know his name because he came to you for help, but you blew him off. That’s disgraceful. Do your job.
@GovMikeHuckabee
@SecRubio
@davidamilstein
@WhiteHouse
Wisdom in the crowd. 🤌🔥
Easy to look tough when you’re king-hitting someone trying to calm things down with a few kg of metal.We’re not weaker. We just carry the low-activity MAOA alleles at much lower rates — the ones linked to reactive, impulsive aggression. Roughly 50–60% of Black men have the low-activity 3R version versus ~35% of White men, and the even lower-activity 2R is about 50× more common in African-descent populations. That tracks with higher average reactive violence, not some inherent physical superiority.Impulse control and not flying off the handle over nothing isn’t the same as being weak.
Reasons why 7% of you commit 50% of the murder. Keep going though, you ever wondered what will happen if we collectively get tired of your shit?
DigitalMatrixCEO retweeted
Me: I need to cancel my AT&T service.
AT&T: May I ask why?
Me: I’m moving.
AT&T: Where are you moving to?
Me: Somewhere else. Why do you need to know?
AT&T: It’s required for documentation purposes. It’s part of our cancellation process.
Me: Well, it’s not part of MY process. I’m asking you to cancel my service, not help me move.
AT&T: I’ll need your new address to proceed.
Me: You know what? Forget I said I was moving. I’m not moving anywhere. I simply want to cancel my service.
AT&T: Can you provide a reason for cancellation?
Me: Absolutely. Please document that AT&T is nosy, intrusive, unnecessarily complicated, and apparently believes canceling a service requires surrendering my future whereabouts.
AT&T: …
Me: …
AT&T: Okay, your service will be cancelled.
Me: So you CAN cancel it without knowing where I’m going?
AT&T: …
WHY DO COMPANIES MAKE IT SO DIFFICULT TO STOP PAYING THEM? 😭
Sometimes you just want to cancel a service without being interrogated like you’re applying for witness protection.
I don’t owe a company my life story just because I no longer want to be its customer. 😂
🧐
The truth is that Jews think they have a right to Jewish Ethnostate while at the same time Jews think White people don't have a right to White ethnostates and they are doing everything that they can to destroy our homelands and turn us into an dispossessed minorities.
Jews are enemies of the White race.
And there is no going around it.
Jewish power structure in the West and especially in America is a national security threat greater than China, Russia or Islamic State.
Jewish organisations force their will on entire society and impose Jewish ethnic interests at the expense of White people interests.
For the generations of Jews who were born into and have otherwise lived their entire lives in a period of unprecedented philosemitism the last few decades of their lives will be very difficult as the rubric of Holocaust orthodoxy is eclipsed by Jewish perpetration of genocide in Gaza and Hitler and the Nazsim are replaced by Jews and Zionism as the the paragons of evil.
Life in that new paradigm will be excruciating for these Jews.
Until now, Tucker Carlson has been careful to say "Israel" or "Neocon" when he really means "Jew."
Suddenly last night, Tucker Carlson Books emphatically dropped the charade, announcing the publishing of a book that outlines the "Final Solution for Jews" in its title.
Israel is mentioned nowhere in the title.
It's authored by Jew-hater Avram Burg who:
--sued to be erased as "Jewish" from his Israeli documentation
--calls Orthodox Jews "shylocks of greed"
--has trafficked in classic antisemitic tropes accusing American Jews of attachment to "networks of money...paranoia, and the addiction to war."
--and that's just the tip of the iceberg
Please share with @simonschuster and @JDVance:
Shame the former for agreeing to distribute this book and the latter into finally condemning and cutting ties with perhaps the most horrific antisemitic material ever distributed by an American journalist.
Enough is enough. Tucker has had his vile fun. The bill has come due and it is time for him to pay.
lol, just absolutely lol
According to the Wall Street Journal, the US military has taken our Patriot Missile Defense System out of Texas and sent it to Israel in preparation for a new round of combat operations against Iran after the midterms.
At the same time, the Intercept reports that "top defense officials are expressing increasing worry about the vulnerability of U.S. bases around the world and even within the United States..."
Links in thread.
DigitalMatrixCEO retweeted
I am growing weary of claims that AI is supporting the economy. As I see it, the economy is being floated on a big fat glob of debt--humongous glob of debt. It will end poorly, IMO.
























