🧵THE UNIPARTY UNMASKED – They Believe They Are “Democracy”
The seven NGOs in the chart below, in my view, represent the Uniparty. Each of these organizations receives substantial financial support from USAID or the Department of State.
Around 2019, the phrase “democracy in danger” began to dominate public discourse, amplified by the media. This was odd—after all, the U.S. is a democracy (or more precisely, a constitutional republic). But as I traced the influence of these NGOs, a pattern emerged: they are controlled by establishment politicians, they play a major role in shaping political narratives worldwide, and their core mission is always framed as “protecting democracy.”
Originally, these NGOs were created to support U.S. democratic efforts abroad—many of them emerging during the Cold War to combat the spread of communism. But with the fall of the Soviet Union, their original purpose faded. Instead of dissolving, they redefined their mission. Now, they have positioned themselves as the guardians of democracy itself.
This shift explains why Trump’s re-election was framed as a "threat to democracy." To these NGOs, “democracy” means themselves. Their survival depends on maintaining that role, and any challenge to their authority is perceived as a direct attack on democracy itself.
Please note that @MikeBenzCyber is the expert on this topic—I’m just a technical person researching and learning alongside all of you.
To understand how these NGOs connect to democracy, let’s take a look at what AI says about the purpose of each one:
🟥 International Republican Institute (IRI) (EIN 521340267) – Promotes democracy by training political parties and leaders, primarily supporting U.S. foreign policy interests through a Republican-aligned lens.
🟦 National Democratic Institute (NDI) (EIN 521338892) – Advances democracy by fostering political participation and governance reforms worldwide, aligned with Democratic Party priorities.
⚖️ Consortium for Elections and Political Process Strengthening (CEPPS) (EIN 521943638) – A coalition of democracy-focused NGOs (IRI, NDI, IFES) that supports electoral processes, civil society, and governance reforms globally.
🗽 National Endowment for Democracy (NED) (EIN 521344831) – Acts as the primary funding hub for democracy promotion efforts worldwide, distributing U.S. government grants to NGOs supporting political and civil society development.
🗳 International Foundation for Electoral Systems (IFES) (EIN 521527835) – Strengthens global democracy by providing technical assistance for election security, integrity, and voter participation.
📡 Internews (EIN 943027961) – Supports independent media and press freedom worldwide, shaping democratic discourse by training journalists and combating disinformation.
💰 Center for International Private Enterprise (CIPE) (EIN 521398742) – Promotes democracy through free-market economic policies, advocating for business-friendly governance and anti-corruption initiatives.
⚒️ Solidarity Center (EIN 472130723) – Advances democracy by supporting independent labor movements and workers' rights, often partnering with unions to promote political engagement.
🚨At 12, convinced I was a 🏳️⚧️boy trapped in a girl’s body.
I told my parents I wanted my breasts removed.
They were scared. They wouldn’t allow it. I didn’t understand why.
At 12, I wondered: Why was my desire for breast removal considered such a BIG deal to adults?
/1🧵⬇️
Now I’m 26. I quit my gender transition two years ago.
Now when I see adults parading their use of surgical scalpels to turn a teen’s self-harm 🏳️⚧️fantasy into a reality, while calling it “healthcare”— I see incomprehensible evil.
Especially after what I’ve lived through⬇️
/2
I’ve lived through terror attacks in the Middle East.
I’ve seen people I know slaughtered on livestream by celebratory terrorists.
I thought I’d witnessed peak evil abroad, yet somehow I see the industry of 🏳️⚧️gender surgeons as being even more nefarious
The guidance is clear that those self-isolating at home should NOT wait for symptoms before taking precautions.
For the ENTIRE 42-day quarantine, they should:
▪️Avoid contact with other household members
▪️Remain in a separate room
▪️If contact is unavoidable, wear a respirator
🚨Clinically Vulnerable Families (@cv_cev) have issued a press release calling for the government to immediately publish the full operational & clinical arrangements for passengers & close contacts linked to the MV Hondius outbreak.
Welcome to the most asymmetric trade in modern financial history.
The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade.
Get long. Buckle in. Hang on for the ride.
Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.
The leadership rotated, but the trend did not. The super cycle powers ahead.
The Quantix Commodity Index (QCI, the modern GSCI) Total Return is up 217% since October 2020, when we called the super cycle. The names rotated — gold, silver, copper, oil, live cattle, coffee, cocoa, aluminium. But not the trend. Nasdaq returned 130%. The S&P 500, 85%.
Commodities were the top asset class. Nobody allocated. Capital piled into the Mag 7 — $770 billion of 2026 capex, nearly half of it commodities. Amazon alone consumes more than 3 million BOE/d of primary energy, more than most OPEC countries. The Mag 7 is the largest unhedged molecule short ever underwritten by an equity market...
…at the exact moment supply has never been more constrained. Hormuz is shut-in. China has weaponized the periodic table. Copper mines remain shuttered. Ukrainian drones push deeper into Russia, taking commodity supply with them. A multi-polar world demands thicker supply chains. Copper and the "atom" complex print fresh records this week. Every signal that should drive allocators into the "molecule" complex is flashing green simultaneously — for the first time since the 1970s.
And yet oil struggles to hold $105 — even as every signal points to a disruption that deepens and one we believe will outlast any "deal.” The energy sector trades 8% below its pre-Hormuz level and sits at 4.0% of the S&P 500 market cap. At $105 oil, its 2026 FCF yield is 13%. The S&P 500 is at 2.6% — the lowest since the GFC, 1,000bp below energy. The hyperscalers generate close to zero. Something has to give.
This paradox explains why oil struggles to trade higher. Capital is not rotating. The marginal dollar of investable savings still flows into the AI buildout, not the physical infrastructure that feeds it. Until that reverses, Brent faces headwinds. The ceiling on oil is not Washington. It is Exxon's cost of capital — woefully mispriced. Underbidding the equities is the same as underbidding the back end of the curve. The back end is suppressing the entire curve and spot prices.
1/10
The largest supply shock in history is pricing into the curve, not the backend (yet).
I've been saying this since 2004: the curve shape reflects the fundamentals. The long end reflects the industry's marginal cost, incorporating the cost of capital which are ultimately driven by liquidity.
ICE Brent spot is $107/bbl, while the three-year is at $75/bbl. Percent backwardation — which strips out price-level effects — hit an all-time high in April. It remains near record today. The largest oil supply shock in history is reasonably priced into the curve, and it likely has much more to run. Remember we are in the depths of the shoulder months, so there is no stress on the system.
Markets are fixated on Dated Brent differentials, c.$5/bbl last night which is down sharply, but that is a microcosm of the oil market. Dated Brent is Sullum Voe. One North Sea terminal. Not the global oil market.
Spot has not exceeded the Russia-Ukraine peak for one reason: the back end of the curve sits $10–$12/bbl below where it was then.
But the long end isn't a clean signal. Liquidity past 24 months is thin, dominated by producer hedges. Cal-29 isn't where the market thinks oil settles. It is where corporate treasurers are forced to transact, which makes it consistent with their costs of capital.
The cleaner signal is the energy equity complex — long-dated call options on undeveloped reserves. ExxonMobil holds 14 years. Chevron, 15. Equity prices integrate the entire forward strip. Diverge too far and an arbitrage opens. In a capacity-constrained world those reserves are worth more, not less. The equity market is pricing the opposite. Every oil CEO has warned we exit this disruption with lasting supply problems. The market refuses to listen.
S&P Energy ÷ S&P 500 can be used as a proxy for the long-dated oil price, and it currently implies long-run Brent of ~$70 — below the strip at $72–$75 — but not too far away.
A proxy for the curve shape follows: Brent ÷ (S&P Energy ÷ S&P 500). Or rewritten: Brent × S&P 500 ÷ S&P Energy. That single number proxies the FCF yield differential between the energy sector and the rest of the market. That has been bouncing around all-time highs.
When the FCF yield gap reaches extremes, investors should rotate. Even at $75 — not spot's $105 — the energy complex yields 600-1,000 bp above the S&P 500. In 2022, investors did rotate and those that did weathered the ensuing 35% collapse in the NASDAQ much better than those that didn’t.
The equity market is betting Brent falls to realign FCF yields. If it doesn't, capital has to buy Energy and sell the Mag 7. A 1,000bp differential in FCF yields cannot persist. And if oil breaks out as we expect, something has to give. You know which one I think will give. That is the Revenge of the Old Economy!
What can Europe do against MAGA-USA meddling in European affairs? Had a long interview about this with Christian Schmidt, the outgoing High Representative in Bosnia-Hercegovina. Hours later, Schmidt tried to prevent the interview from getting published. ⬇️
On Thursday in Sarajevo, I had a long talk with Christian Schmidt, who, under pressure from the United States, will soon step down from his post as High Representative of the international community. The conversation was professional, though not particularly friendly.
After the audio recording was switched off, Mr. Schmidt made it unmistakably clear that he was very unhappy with my questions. Among other things he clearly disliked that I challenged his narrative that he was leaving Bosnia voluntarily and at a time of his own choosing.
The Blob geopol narrative on Chinese vulnerability to Hormuz is overblown. We have said for weeks that it's cope. Now, the first data are arriving, and they support our view. An explainer for anyone to share when somebody makes the China argument.
🧵
Nearly three weeks ago, we said there were seven reasons why the Trump Supporter narrative on China's vulnerability to Hormuz was wrong.
First, China has diversified significantly away from Gulf oil. Russia is now its leading supplier. The entire Gulf combined? Only 42%.
And that's not total oil: it's imported. Oil is not even the largest part of China's energy consumption, at only 18.5%. Of that, 30% is domestic production. Hormuz, thus accounts for <6% of China’s overall energy consumption.
Centrally planned climate targets have delivered higher energy costs, industrial decline, and political revolt instead of the promised green utopia.
While Europe stagnates under mandates, America shows what market-driven progress looks like.
Thread 🧵
2/ Electricity in Europe now costs two to three times more than in the U.S. or China.
Taxes make up nearly a quarter of the bill. Binding net-zero rules, nuclear phase-outs, and unreliable renewables have created volatility and strangled industry.
Energy can be 30% of production costs. The result: deindustrialization.
3/ The auto sector reveals the damage.
It represents 7% of EU GDP and 14 million jobs. The 2035 combustion engine ban is forcing a rushed EV shift.
86,000 jobs lost since 2020. Up to 350,000 more at risk. Mercedes CEO warned they’re driving “full speed into a wall.”
🧵on 'NYT rift'
1/22
A NYT article on sexual abuse against Palestinians -accurate but barely scratching the surface- is triggering hysteria in the Israeli govt not bcs of the facts, but bcs of the audience.
Apartheid Israel fears NYT readers will finally see and no longer ignore.
2/ Israel's abuses against Palestinians did not begin on October 7. Sexual violence against Palestinians has been documented since the very foundation of the Israeli state, but this is nothing the NYT spoke about – so far.
3/ Below are just some of the many reports and investigations documenting sexual violence specifically in the context of Israel’s unlawful detention of Palestinians; and these cover only abuses documented since October 2023. The reality is far older.
Je veux présenter mes excuses, au nom des Français, pour avoir enfanté la French Theory (qui a enfanté la pire des merdes idéologiques : le wokisme).
Nous avons donné au monde Descartes, Pascal, Tocqueville. Et puis, dans les ruines intellectuelles de l'après-68, nous avons donné Foucault, Derrida, Deleuze. Trois hommes brillants qui ont fabriqué, dans l'élégance de notre langue, l'arme idéologique qui paralyse aujourd'hui l'Occident.
Il faut comprendre ce qu'ils ont fait. Foucault a enseigné que la vérité n'existe pas, qu'il n'y a que des rapports de pouvoir déguisés en savoir. Que la science, la raison, la justice, l'institution médicale, l'école, la prison, la sexualité, tout n'est qu'une mise en scène de la domination. Derrida a enseigné que les textes n'ont pas de sens stable, que tout signifiant glisse, que toute lecture est une trahison, que l'auteur est mort et que le lecteur règne. Deleuze a enseigné qu'il fallait préférer le rhizome à l'arbre, le nomade au sédentaire, le désir à la loi, le devenir à l'être, la différence à l'identité.
Pris isolément, ce sont des thèses discutables. Combinées, exportées, vulgarisées, elles forment un système. Et ce système est un poison.
Car voici ce qui s'est passé. Ces textes, illisibles en France, ont traversé l'Atlantique. Les départements de Yale, de Berkeley, de Columbia les ont absorbés dans les années 80. Ils y ont trouvé un terreau qui n'existait pas chez nous : le puritanisme américain, sa culpabilité raciale, son obsession identitaire. La French Theory s'est mariée à ce substrat, et l'enfant de ce mariage s'appelle le wokisme.
Judith Butler lit Foucault et invente le genre performatif. Edward Said lit Foucault et invente le post-colonialisme académique. Kimberlé Crenshaw hérite du cadre et invente l'intersectionnalité. À chaque étape, la matrice est française : il n'y a pas de vérité, il n'y a que du pouvoir, donc toute hiérarchie est suspecte, toute institution est oppressive, toute norme est violence, toute identité est construite donc négociable, toute majorité est coupable.
Voilà comment trois philosophes parisiens, qui n'ont probablement jamais imaginé leurs conséquences pratiques, ont fourni le logiciel d'exploitation à une génération entière d'activistes, de bureaucrates universitaires, de DRH, de journalistes, de législateurs. Voilà comment on a obtenu une civilisation qui ne sait plus dire si une femme est une femme, si sa propre histoire mérite d'être défendue, si le mérite existe, si la vérité se distingue de l'opinion.
C'est de la merde pour une raison simple, et il faut la dire calmement. Une civilisation se tient debout sur trois piliers : la croyance qu'il existe une vérité accessible à la raison, la croyance qu'il existe un bien distinct du mal, la croyance qu'il existe un héritage à transmettre. La French Theory a entrepris de dynamiter les trois. Pas par méchanceté. Par jeu intellectuel, par fascination du soupçon, par haine de la bourgeoisie qui les avait nourris. Mais le résultat est là. Une génération entière a appris à déconstruire et n'a jamais appris à construire. Une génération entière sait soupçonner et ne sait plus admirer. Une génération entière voit le pouvoir partout et la beauté nulle part.
Je m'excuse parce que nous, Français, avons une responsabilité particulière. C'est notre langue, nos universités, nos éditeurs, notre prestige qui ont donné à ce nihilisme son emballage chic. Sans la légitimité de la Sorbonne et de Vincennes, ces idées n'auraient jamais traversé l'océan. Nous avons exporté le doute comme d'autres exportent des armes.
Ce qui se construit maintenant, en silicon valley, dans les labos d'IA, dans les startups, dans les ateliers, dans tous les lieux où des gens fabriquent encore des choses au lieu de les déconstruire, c'est la réponse. Une civilisation se reconstruit par les bâtisseurs, pas par les commentateurs. Par ceux qui croient que la vérité existe et qu'elle vaut qu'on s'y consacre. Par ceux qui assument une hiérarchie du beau, du vrai, du bon, et qui n'ont pas honte de la transmettre.
Alors pardon. Et au travail.
Merci Elon 🙏
Chaque euro récolté sera intégralement reversé à un fonds spécial : "Confession Nationale des Intellectuels Français".
Concrètement, on loue le Vélodrome, on installe 50 000 confessionnaux, et on convoque Foucault (post-mortem), Derrida (post-mortem), Bourdieu (post-mortem), et tous leurs descendants spirituels encore vivants qui sévissent à Sciences Po, à l'EHESS et au Monde Diplomatique.
Chacun aura droit à 3 Je vous salue Marie par concept déconstruit, 5 Notre Père par genre inventé, et un pèlerinage à pied jusqu'à Chartres pour ceux qui ont écrit plus de trois livres sur "le corps comme construction sociale".
La France a donné Pascal au monde. On lui doit bien une pénitence à la hauteur.
We applaud the effort to try to explain this, and appreciate that it’s a tough write, but it does need more clarity, while the sex and gender wording reveals that the BBC at its highest levels (this will have had major oversight) is still reluctant to let go of the belief that women come in both the male and female varieties.
/
For @BBCnireland to see this as an important and newsworthy impact of ‘Dillon’, and devote considerable work to it, is terrific. It also has the right tags 👍
However - it could give a clearer background for non-lawyers/experts on the relationship between Northern Ireland, the Equality Act 2010, the Supreme Court and the Equality Commission:-
it omits that the ECNI announced the day after FWS 2025 that when similar cases arise in Northern Ireland, the Supreme Court judgement is likely to be followed:-
it omits that a challenge on the meaning of the word ‘woman’ in Northern Ireland would end up at the same Supreme Court in London that ruled in favour of FWS, although the EA 2010 doesn’t apply in NI.
These would all be helpful additions.
/
Will leave it to the lawyers to dissect the analysis, and will be grateful for it too. BBC NI has previously got it very wrong on FWS, specifically in a State of Us podcast on May 9 last year, but has lifted its game since then, and this is a serious and complex effort.
What’s most muddled are the ‘sex and gender’ language choices.
/
1/12
🧵 Fa dos dies que tots els periodistes catalans parlen de la roda de premsa de Florentino Pérez. El to. El masclisme. El Reial Madrid. En Mbappé. L'ABC.
Cap d'ells (ni un) t'ha explicat com Florentino ha colonitzat Catalunya i com ho pagues amb els teus impostos.
Si, su Florentineza que tant ens fa riure.
Fil. 👇
2/12
Mentre debateu si Florentino deixarà de ser subscriptor de l'ABC, els periodistes catalans no us han dit que Florentino ja és amo de Catalunya.
I xucla indecentment els recursos públics catalans. El pagueu amb cada euro d'impost que entra a les arques públiques catalanes.
I mentre els periodistes, hihi-haha. Sense explicar, com diria @salvadorilla i @junqueras, el que realment importa als catalans.
3/12
El grup ACS (la constructora de Florentino Pérez) opera a Catalunya a través d'un conglomerat d'empreses amb noms catalans i simpàtics.
Noms pensats per despistar. Per semblar de casa. Perquè ningú pregunti.
Però descobrir-ho és tan fàcil com mirar la seva pròpia web. O preguntar al @menjometre.
Most guys chasing millionaire status are grinding the wrong things:
They think 8+ hours of sleep, high protein, purpose, 3-4L water, and heavy lifting are the secret.
They’re not.
Here are the 9 things that actually move the needle:
1. Marketable skill
A strong body helps, but the market does not pay you for drinking water. It pays you when you can solve a painful problem better than the next person.
Sales, writing, coding, closing, video, design, operations, hiring, and marketing can change your income because they create measurable value. A skill that moves money will always beat a habit that only makes you feel productive.
Health keeps you alive. Skill gets you paid. The man who stacks both becomes dangerous.
2. High income vehicle
A lot of men work hard inside vehicles that can never make them rich. They put elite discipline into low upside work and wonder why life still feels stuck.
The vehicle matters. Commission work, business, equity, media, software, services, investing, and ownership can scale in ways normal hourly work cannot. Same effort in a better lane creates a very different result.
Do not only ask how hard you are working. Ask whether the path can actually carry the life you want.
All Nations had Messengers sent to them in the past
urging them to worship Allah (not false gods)- and to that holding fast
Allah created us to worship Him: un-Guided, we wouldn’t know what to do
telling us of things that Allah requires of us; the Prophets taught us too
🧵1/10
With the coming of Allah’s Messengers, Mankind was left without a plea
on Judgment Day, excuse-making disbelievers will have nowhere to flee
From the time of Adam to Muhammad (S): 124,000 Prophets came
of those, 315 were Messengers; they all called to Allah: one & the same
🧵2/10
David Chou 68, an American born in Taiwan and later identified as a member of a CCP umbrella org, chained the doors of Geneva Presbyterian Church in Laguna Woods, CA & opened fire on a group of Taiwanese congregants during a luncheon
1 dead, 5 injured 🧵
President Biden, even with an upcoming trip to Asia, failed to comment on the shooting
Seems he instructed his Press Sec to do the same 👀
Most Analysts (even the recent Bull Converts) seem to be throwing in the Towel .
This is where Basic Elliot Wave Analysis comes to the fore.
IF we just consider ONLY the Intermediate Waves & just 3 of them then this is how the Waves unfold.
Elliot Prechter, the Godfather of EW Theory explains it best.
The 1st Wave ( Uptrend) starts when there are signs of Recession; Panic : Limited War . This is the REBOUND from "Undervalued" Levels.
Similar to what we noticed in End-March 2026
The 2nd Wave (Downtrend) ends when the Fundamental Conditions are often as bad as or worse than those at the previous Bottom, underlying trend considered down. Does not carry to a New Low.
Sounds Familiar ???
The 3rd Wave ( Strong Uptrend) is the MOST Powerful Wave has Strength , Breadth & the Best Fundamentals.( Coming soon ??)
Is your heart grieved when you see the wickedness around you? If not why? Have you become hardened to sin because it has become so common?
The Word of God tells us that in the last days, “The love of many will grow cold.”
Beloved, has your heart grown cold? We should weep when we see moral degradation — not only in the world around us, but in those who are called by the Name of Christ.
My eyes run down with tears when I think about the innocent children being brought into homosexual unions, for I know they are destined for lives of confusion, and unimaginable pain.