Replying to @MidwesternDoc
That 3.3 ratio of mRNA in Moderna vs. Pfizer, showed up in the Serious AEFI report of the BC CDC of Feb 4th 2021, the beginning of the covid-19 vaccine rollout. They knew what they were doing. @PierreKory @MakisMedicine @delbigtree @SenRonJohnson
freedomandinvesting.substack…
Replying to @elonmusk
Elon,
Using aid to children as false pretense to conceil unconscionable graft is not unique to USAID. In British Columbia, we spend $221,000/yr or $600+/day per children in care by the province of BC.
To put things in perspective, $600/day would afford them a 5 star Caribean vacation year round.
70% of the children in care in BC are indigenous.
The relatives of these children in care know very well that they are not getting that kind of value for the money spent.
The graft in BC associated with children in care has increased by more than 32% in the last two years.
Here's the receipt direcly from p. 144 of the BC budget 2025: @nickshirleyy @DataRepublican @joerogan
Replying to @jamespbrannan @MarkDeReborn11
Short answer: I don't see a price range.
I'm a different kind of financial analyst. I don't do valuations, price targets, or comps. That's Wall Street's business, and they're better at it than I am. It's also a mode of thinking that traps investors in loss aversion.
What I do instead is track changes in the fundamentals and assess them as positive, negative, neutral, or uncertain. This approach stays disconnected from market price action, which is my best answer to loss aversion: a buy or sell decision motivated mainly by price.
Example: after Nike’s last 10-K, the company appointed a new director, Mr. Arnault. The question is whether that development is fundamentally positive for NKE. You can run that through an AI. I did it in Grok, and it laid out a clear way to assess the change. Screenshots below.
Monitoring fundamental changes allows you to distinguish good buy opportunities from value traps.
So what $NKE is worth is not a question I try to answer. Instead: When will the trailing fundamental changes (margin of safety) and forward-looking prospects inflects upward?
Today my answer is not now, but $NKE is not ignoring its problems and seems to take actions to remedy them.
Back to Mr. Arnault's board appointment, Grok provided a sound opinion.
Replying to @elonmusk
It was USAID money that propped-up the Lula government and sabotaged Jair Bolsonaro. Now that money is cut off, the blatant US Democrat foreign influence in the @MarkJCarney regime is embezzling Canadian tax revenues to replace the flows from USAID.
The second round of Brazilian election is coming up in a few weeks and Flavio Bolsonaro, son of Jair, appears to be leading.
Canada is likely interfering in Brazilian election by pledging $125 million, thus actively sabotaging the USA 2025 National Security Strategy and the 2026 National Defense Strategy. Canada is not a partner, it's an adversary to the USA.
@marcorubio @MikeBenzCyber @POTUS
Replying to @TamaraUgo
In British Columbia, there's evidence that the US Military identification was added to the list of acceptable photo ID for the BC proof of vaccination.
This suggests some form of connection or collaboration between BC public health and the US military
Please inform @SenRonJohnson research staff to look into this.
This is coming from BC FOI request HTH-2022-21645
BC Provincial Health Officer Bonnie Henry was involved. Jessica P Li was a stakeholder engagement manager from May 2020 to March 2023 and Heather Amos is a BC CDC staff member who was part for email flows between Bonnie Henry and others containing AEFI (Adverse Event Following Immunization) reports shwoing extreme levels of harms compared to the flu shot, highly variable levels of harms lot-wise, and disproportionate levels of harms in women.
$STLA is not a normal auto story.
Redline Research compared Stellantis’ FY2024 vs FY2025 20-F (Part I): redlineresearch.substack.com…
And then stress-tested the next six months against the observed changes in 20-F filings (Part II):
redlineresearch.substack.com…
What showed up:
1 - Governance + capital allocation. Zero 2025 incentive payout and a 93% pay vote, against a €10B net-debt swing, a hybrid bond, and a €2B dividend through negative FCF. @BillAckman
2 - Warranty reserve reset implying FY22–24 earnings quality issues, four software recalls in ~a year, Europe as a multi-year drag, kitchen-sink may not be finished. @RealJimChanos
3 - 8,900 filing changes, IAS 36 impairments, IAS 37 warranty change-in-estimate, and a stock that already prices a failed turnaround. @michaeljburry
4 - Official BEV mandates stripped out, Ram 1500 BEV cancelled, “demand-led” ICE/hybrid/PHEV/BEV mix, Leapmotor shipments 4x — EV optionality without the old 2030 mandate. @elonmusk
5 - Direction better, gaps enormous. NA margin still ~700 bps behind GM; FCF still weak; tariffs €1.0–1.2B; next six months decide watch vs buy. @GeorgeGammon
Replying to @JasJohalBC
Jas,
Chris Delaney has a point in that recording. On Native culture, he is also acknowledging survival as a real explanation for cultural patterns.
Romanticizing indigenous culture doesn't help either. Claims of a “special spiritual connection” to the land are not automatically credible. Look at recent history. The illegal dump on Cowichan Tribes reserve land is a useful example: youtube.com/watch?v=qPYuaR1n…
When someone has a genuine spiritual relationship with something, they treat it with care. You do not find washing machines, hot tubs, wrecked cars, and hoarded junk piled in front of a church, a mosque, a synagogue, or a temple in use by an active congregation. Whoever treats land as a dump cannot claim a sacred bond with it and still expect to be taken seriously.
The real tragedy for Indigenous people in B.C. is not only historical. It is happening now. It takes the form of a bloated bureaucracy that wraps itself in “kindness” and “compassion” while delivering poor results at extraordinary cost.
Here are the official numbers. Indigenous children make up about 68 percent of children in provincial care. In the 2025 B.C. Budget’s Table A7, on p. 144 the average children-in-care caseload is about 4,800. The average annual residential cost per child in care is:
$167,157 in 2024/25
$210,790 in 2025/26
$221,302 in 2026/27
$227,079 in 2027/28
That is $577 a day this budget year, and more than $600 a day in the years after that. At that level of spending, you could put an Indigenous child-in-care in a luxury resort year-round.
Community Living B.C., a BC crown corporation that provides services to handicaped people, by comparison, spends on the order of $58,000 a year on average per person it supports. No serious person believes Indigenous children in care actually receive $600 a day in services that improve their lives. The money is being absorbed by the system.
That is what the Reconciliation industry protects. The “215” story functions as a political shield. It keeps attention fixed on a simplified past so that no one looks too closely at present-day incentives. The main abuse today is not some mass of hostile “white people.” It is institutional: agencies, programs, and budgets that grow by defining Indigenous people as permanently damaged clients.
There is a basic rule here. The fastest way to ruin a person who is not yet ready to make sound, forward-looking decisions is to hand him unlimited cash and freebies. The same rule applies to groups and cultures.
If anyone is serious about raising living standards for Indigenous people in B.C., the path is not more sacred language and more unaccountable spending. It is transparency, measurable results, and a vision that treats people as capable of a future rather than as a permanent industry. @Johnkoury @KerryLynneFindl @thefindlayfiles @Dallas_Brodie @DreaHumphrey
Lastly, the NDP plays an important part in this level of graft, but it did not initiate it, it inherited it from the BC Liberals and simple made it worse.
The MLAs that recently resigned from the BC Conservative Caucus are all directly or indirectly conneted to the BC Liberals. They are resigning because they have to protect the origins of the fiscal shitshow that they originated and passed on the NDP.
What's happening to the BC Conservatives is not a vote of non-confidence in @KerryLynneFindl but a purge and an attempt to protect a very corrupt past and present.
Replying to @jeffreytucker
In Review of FOI F23-1799 and BC Public Health’s Handling of COVID-19 Vaccines AEFI – Part 1: COVID-19 Vaccines Harms: What and When BC Public Health Knew, its' the pandemic of the newly injected: freedomandinvesting.substack…
Here, same data set but expressed as y-o-y monthly % changes. Credit goes to @DowdEdward to first point to that data.
@NicHulscher @P_McCulloughMD @jimmy_dore
















