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Rod D. Martin

@RodDMartin

Jun 25

🧵Treasury @SecScottBessent just laid out Trump’s vision for 21st-century American economic statecraft.

It remakes the global order of the last 80 years.

It’s a masterclass in disciplined power: using America’s economic strength to serve our sovereignty — not globalist elites. 🧵

@SecScottBessent 2/ For decades, we assumed openness had no downside.

We tolerated massive imbalances, supply chain dependence on adversaries, and unfair practices — all while believing integration would magically align interests.

Those assumptions failed. Bessent is correcting them.

3/ Bessent’s five core principles:

1. Economic security begins with national capacity — building what we need at home in semiconductors, AI, shipbuilding, critical minerals, and more.

2. Openness must be matched by reciprocity — no more one-way access to our markets.

3. America must write the rules of the next economy — standards for digital assets, AI, and emerging tech.

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Rod D. Martin

@RodDMartin

Jun 24

🧵The world is significantly greener than it was 40 years ago — thanks to rising CO2.

Satellite data shows almost all ecosystems have grown greener by about 15% in 33 years. Crop yields are up. Reforestation is accelerating. Even marine ecosystems are benefiting.

So why isn’t the “green” movement celebrating? 🧵

2/ This greening effect is massive — equivalent to adding an area of green vegetation about twice the size of the mainland U.S.

CO2 is plant food. With more CO2, plants grow faster, use water more efficiently, and thrive even in arid areas.

Commercial greenhouses pump in extra CO2 for this exact reason.

3/ Yet official “social cost of carbon” calculations outright ignore this benefit.

When properly included, the net effect of extra CO2 on crop yields flips from negative to significantly positive.

Higher yields mean less hunger, lower food prices, and less land needed for farming.

Read 7 tweets

Rod D. Martin

@RodDMartin

Jun 24

🧵Schedule F is back.

Trump is resurrecting the most important executive reform of his first term — and it’s aimed directly at the Deep State.

If the President can't fire policy makers, why'd we have an election at all?

This is about restoring power to the voters by restoring Article II, Section 1 of the Constitution.

🧵

2/ Schedule F creates a new category for policy-making and policy-implementing federal employees.

These positions will no longer have near-ironclad permanent employment.

The President, as head of the executive branch, can once again hire, manage, and remove people who "resist" the agenda voters chose...or who are just bad at their jobs!

3/ The Founders vested all executive power in the President. They never intended an unaccountable fourth branch of government.

The modern administrative state — insulated bureaucrats who view elected leaders as temporary — is a 20th-century invention that inverted constitutional order.

Schedule F begins to claw it back.

Read 7 tweets

Rod D. Martin

@RodDMartin

Jun 19

🧵Juneteenth: No, America Wasn’t Built by Slaves—Slavery Held Us Back

Let’s talk about what really made America rich, and why the Left keeps lying about it.

Hint: it wasn’t forced labor. It was freedom.

2/ Today, we rightly celebrate Juneteenth: the day in 1865 when Texas slaves learned they were free.

That freedom was secured by Republicans, at gunpoint, from the same Democrats who enslaved them in the first place.

The narrative needs a correction.

3/ The Left says America’s wealth was “built on the backs of slaves.”

That’s a lie. Slaves were oppressed. But slavery built nothing lasting.

U.S. wealth was built by free men, free markets, and the unleashing of human potential.

Slavery didn’t build America. It delayed it.

Read 14 tweets

Rod D. Martin

@RodDMartin

Jun 18

🧵We could have had cell phones 40 years sooner.

The technology existed by the 1940s. The holdup wasn’t engineering — it was government regulation, spectrum hoarding, and cronyism.

What else are we missing today because of Washington? 🧵

2/ In 1945, the head of the FCC promised Americans would soon have “handie-talkies.”

But the FCC prioritized broadcast TV over mobile phones. They gave TV massive needless spectrum — most of it left unused — while starving “land mobile” services.

Cellular networks were proposed in 1947. Approved? Not until the 1980s.

3/ AT&T had the tech but was slow to push it — they liked their landline monopoly.

Motorola and small radio common carriers lobbied hard against cellular to protect their businesses.

Result: decades of delay, sky-high prices, and long waiting lists for primitive mobile phones.

Read 7 tweets

Rod D. Martin

@RodDMartin

Jun 11

🧵The SpaceX IPO isn’t overpriced. The future is underpriced.

Fourteen years ago, Facebook’s IPO was mocked as a failure. I called it a Strong Buy. Those who listened made a fortune.

SpaceX is the same story — only much, much bigger. It's the East India Company all over again.🧵

2/ Facebook dominated the social graph. SpaceX is organizing the economic graph of a multiplanetary civilization, and remaking intercontinental transport at the same time.

It launches ~85%+ of the whole world's payload mass to orbit. Starlink connects the planet. Starship slashes costs 95% and enables orbital data centers, lunar industry, Martian cities, point-to-point Earth transport, and military logistics at unprecedented speed.

3/ Wall Street will obsess over today’s revenue and tomorrow’s capex. That misses the point entirely.

SpaceX isn’t just a launch company. It’s building the transportation layer for the Solar System — mass, energy, process, and value on a scale that echoes the opening of the New World in 1492.

At any reasonable IPO price, this is a generational bargain.

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