Stoudman

Cascade Dynamics Why this isn't just "AI bubble pops, startups fail, move on" The Perpetual Motion Machine In Reverse On the way up: ZIRP → Yen carry trade profitable Carry trade → Private credit boom Private credit → AI speculation fundable AI speculation → NVIDIA/tech stocks soar Tech stocks → Collateral for MORE carry trades Perpetual motion: Each layer feeds the next On the way down: AI hype slows → Valuations questioned Valuations drop → Private credit loans underwater Private credit defaults → Lenders demand redemptions Redemptions → Must unwind carry trades Yen carry unwind → Yen strengthens, dollar assets sold Dollar assets sold → Tech stocks crater Tech stocks crater → Collateral vanishes Collateral vanishes → Margin calls cascade Anti-perpetual motion: Each layer accelerates the next DOWN

A brief overview on why the AI Bubble is not just a 'Dot Com' or even just a '2008'; but something existentially threatening to Capitalism.

Norman Rockwell's art wasn't necessarily evil, it was just boring.

The least surprising thing ever. Turns out when you base your algorithms around triggering people into responding to shit they don't even like or want to see can fuck with their head. Who knew??? God, it's like having a fucking bully dictate what you will and won't see at all times.

History rhymes. Back in the 30s and 40s, a lot of American politicians actually sided with the Nazis, and others like you did what they could with limited power. I just wish it didn't always have to be like this, we should be able to stop evil when we see it.

Hakeem Jeffries was literally voting for a resolution condemning socialism while this meeting was taking place

The President of the United States just called for Democratic members of Congress to be executed. "HANG THEM", he posted.

If you're a person of influence in this country and you haven't picked a side, maybe now would be the time to pick a fucking side.

Getting out in front of that makes them look like the hypocrite. Trying to pretend it's okay when Pelosi does it because technically it's legal makes YOU look like a hypocrite. Get it yet?

What is it with libs always getting so God damn tribal, it's actually in your benefit to acknowledge that both are instances of corruption, because if you haven't figured out the far right playbook by now, their response is about to be "but Pelosi."

Okay, if I point out that Trump using his power and influence to make money on the stock market 157 times is similar to what Nancy Pelosi has done in the past, I don't need some lib to remind me that what she did was legal, the point is it's wrong BOTH TIMES for the SAME REASON.

"Donald Trump was at Mar-a-Lago for Thanksgiving in 2017, but Epstein insists he was with Trump for the holiday, proving Epstein was a liar and wasn't telling the truth!"

In those emails, Epstein was talking about being in Palm Beach for Thanksgiving. Palm Beach is the location of Mar-a-Lago.

All I'm saying is this can't be working for them. There is no way that this specific aspect of their videos is actually proving beneficial to their numbers in any way, shape, or form, I refuse to believe it. In this "give me what I want now or I'll find it somewhere else" culture? Come on.

All you have to do is show a short clip from whatever the clickbait happens to be, then you can go through your schpiel and eventually show the full thing -- but if I can't even see what you've promised, and I'm waiting 5-6 minutes to hear or see anything about it, I'm going to get annoyed.

And look, I'm a leftist and overall I value what these two do -- we're on the same side here -- but this kind of content creation isn't natural, it doesn't flow well, and it feels/appears just as carefully crafted to accomplish a specific goal as it almost certainly is. It feels phony.

The only effect is that now I'm searching through your videos to find the specific content I want from them and ignoring the rest of it.

You're not convincing me to stay engaged on your video by making me wait for the entree. I would not be surprised if your analytics show this to be the case.

Generally speaking, if you don't show people the content you promised immediately, they will click off the video and they might even be less likely to trust you as a source.

Forcing them to wade through a bunch of other news first before getting to the point just makes people want to stop watching.

I think what annoys me the most about Youtube Channels like @adammockler.com or @lukebeasley.bsky.social is that they seem to be following the same flawed clickbait playbook.

The problem isn't the clickbait, it's their crass attempts to keep people engaged for 5 min before showing the clickbait.

The very first statute authorizing domestic use of the military during domestic emergencies, enacted in 1792 by a Congress full of the same folks who wrote and ratified the Constitution, expressly provided for judicial review in certain circumstances *before* the President could even send troops.

IIRC, this is the guy who went on vacation to see Hitler's home. Just a coincidence, I'm sure.

BREAKING: A federal judge finds that there is evidence Kilmar Abrego was VINDICTIVELY PROSECUTED. The judge GRANTS Abrego's motion for discovery and a hearing, and the government must now PROVE it did not vindictively prosecute Mr. Abrego. 1/

Judge William G. Young's ruling taking on the Trump admin's assault on the First Amendment:

He agrees ICE is a terror organization:

"ICE goes masked for a single reason- to terrorize Americans into quiescence"

Donate to Keep Val and Roommate Safe and Housed, organized by Kiley Fox Hi, my name is Kiley. I am fundraising for my friend Val and her roommate who are curr… Kiley Fox needs your support for Keep Val and Roommate Safe and Housed

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Donate to Keep Val and Roommate Safe and Housed, organized by Kiley Fox Hi, my name is Kiley. I am fundraising for my friend Val and her roommate who are curr… Kiley Fox needs your support for Keep Val and Roommate Safe and Housed

If anyone can help us pay the bills this month, I would really appreciate it!

www.gofundme.com/f/keep-val-a...

'No evidence' found yet of ties between Charlie Kirk's shooting and left-wing groups, officials say Three people familiar with the federal probe into Kirk’s assassination told NBC News that investigators have yet to find a link between the alleged shooter and left-wing groups.

“Thus far, there is no evidence connecting the suspect with any left-wing groups.” www.nbcnews.com/politics/jus...

Fix your brain and heart

People who are sane: "2+2 = 4, how can I tell you anything else?"

Conservatives: "Sometimes it equals 3, sometimes it equals 5, it's all a matter of Donald Trump's perspective on any given day."

If you are even for one second getting libbed up about Gavin Newsom, who buddies up with the likes of Charlie Kirk and is in this fight for his own political ambitions, who almost assuredly will change nothing if elected president, I beg of you to look deeper into the guy and his actual beliefs.

Knock it off, sincerely someone who is tired of being called the boy who cried wolf because of disingenuous content creators like you.

You're not changing anything for the better with videos like these, you're just trying to make as much money as you can off a click bait topic and taking advantage of people who actually want to know what is going on in this fascist, oligarchic country while you do it.

You aren't going to convince people to watch your content by using this kind of stupid click bait. Trump supporters and moderates already assume the left is trying to trick them, you don't help yourself by creating obvious clickbait which is ultimately the exact thing they mean by "fake news."