I think we're on a good trajectory in the long run, but economically, the short run just feels.. bad. It feels like the last 5 years had a lot of robbing Peter to pay Paul, and the bill is coming due. But I have a lot of hope for the future. Gonna talk about what I see and why.π§΅
Aside from a few remaining bright spots with room for some growth at the technological edge, I know at least I've been feeling a massive contraction of capex in my business. No one is spending money unless they have to. Not on expansion, not on maintenance. Feels frozen, stopped.
I think we have a lot of the right plans in place or at least the right attitude to push forward out of this, but I think it's going to hurt, a lot. We've got new firms trying to reindustrialize America, particularly out in El Segundo and the Midwest.
I think a lot of where the upper middle class on down to the working class feels this is because of immigration, which is a cheap labor band-aid to keep businesses from feeling it too much at the expense of regular Americans. Jobs dot now is exposing a lot of these issues.
This guy came here illegally in 2018 and got a CDL, now an American family of 3 are dead. This isn't the first or last time and has been happening with regularity. This shows why mass deportations and immigration enforcement is such a priority.
But not just illegal immigration, as we've exposed the visa fraud being committed en masse, mostly by India, the administration is pushing out changes soon that they had been trying to push out in 2019 which Biden scrapped.
The H1B program is being realigned to heavily favor the highest wages first in priority, in order to deny all this scab labor taking mid and entry level jobs where we already have American workers who can take them. These jobs belong to Americans, not scabs.
So as we revise immigration, deport illegals, and recalibrate the economy to re-order our trade situation worldwide, things will get better. We are also finally beginning to update and upgrade our industrial/manufacturing sector, which we have neglected severely.
Too many people are cynical about automation. Yes, modern industry is more efficient and requires less people. But with most of our industry having been outsourced, a steel mill with old technology that needed an army to run it coming back to America employs hundreds.
Reshoring a facility that caused thousands of American jobs to be lost when it went to China still still causes a net increase in available jobs for Americans, coupled with a lower cost of materials and goods here at home and for export abroad.
Coupled with protective tariff policies, this is the best way to make American labor competitive again in the face of cheap labor from places with near zero labor or safety regulations. But it's probably going to mean new companies pushing upward to displace zombie corps.
The nations that stand to lose the most from this aren't going to sit idly by and just let it happen either. They will try to throw every wrench in the gears that they can. They've infiltrated us deeply after decades of carelessness. It will be a challenge.
But I think the political environment will be less of a problem than the economic one. What I'm seeing just from looking at what is happening is a systematic cutting away at the tendrils of the DNC war chest, right at a time when they are out of touch and infighting.
The university endowments, USAID, slashing of government sinecures, heavily paring down access to abortion (stem cells purchased by pharma) and attacking illegal labor which is in a feedback loop with immigration NCOs and cartel money.
Most of the liberal blob isnt funded by wealthy donors. It is funded by cartel money made by selling drugs and trafficking people, taxpayer money in the form of grants and sinecures, deals with big corporations, and funding via foreign sources seeking to undermine us with bribes.
Most of these organized immigration "protests" are always a smokescreen in response to raids against cartel assets, which are premiere sources of political bribes and funding through laundering it to immigration NGOs and PACs.
With 10k more ICE officers at ERO and HSI, a 50% bump to Border Patrol, and 200 more agents at the Bureau of Industry & Security to protect our technological edge with export controls and IP protection, we'll be in a good place to fight our domestic problems with foreign origins.
It's going to take time to hire and train all those people and get the battle rhythm going, but early next year is going to get absolutely wild on that front. I think we are making the right moves with the right plans, but it's going to take time and inertia to see improvements.
And I think in the longer term, we can keep the DNC a non-entity for the next 10-15 years at least, provided we can keep a stable hold on our own camp and make its less trustworthy elements behave.
The DNC is lower and middle support pillars aren't making things better. We're watching a group of people who still consider themselves a "youth movement" spiral into the most pathetic "twink death" imaginable. They can't muster a cultural reference from after 2014. Irrelevant!
Overall I am extremely optimistic about where we'll be in 2-3 years. I am optimistic about where we will be in 10 years if we thread most of these needles. But the next 18-24 months feel like they're gonna be choppy and rough. Godspeed anons, never short America.
My last note i will add is to recommend getting involved or at least being aware as much as you can. We have massive challenges to face, ones I think we can overcome. But talk is getting cheaper than action, and it feels like it's time to roll up our sleeves and fix things.
I should have also noted that protectionist tariffs and reindustrialization doesn't mean reshoring *everything*. But it means near-shoring a lot of things to our sphere of influence, or at least closer, or at least out of China. And reshoring critical industries like ships,
@Aristos_Revenge I want to be optimistic and not be a doomer, but I can't shake my concern about big swaths of white collar work becoming obsolete with AI.
@TertiaryDetails Some of it will, thats why we need to dump as many illegals/visas and even denaturalize as much as possible to compensate.
@Aristos_Revenge Itβs scary man
@AnthonyBion I feel it too
@Aristos_Revenge I think thatβs absolutely the case- economy was structured to prop up financial markets and house prices and that just led to massive inflation and houses nobody can afford.
@Aristos_Revenge It's hard to turn the sinking ship around in 6 months with both hands tied behind our backs by the judiciary, the fed and the Democrats.
@Aristos_Revenge Iβve heard the robbing Peter to pay Paul lately. Suppose weβre living it every day.
@Aristos_Revenge Sometimes great fighters can only fight well when they are cornered and their backs are up against a wall. Thatβs the been the story of our ancestors and time and time again when Americas on the ropes she bounces back harder and better than before. WAGMI patriots
@Aristos_Revenge I will be negative on the economy soon unless we lessen, and make constant, the money supply and recover from the multiple quantitative easings. This could be hastened by deportations as we lower the money supply to population and use tariffs to pay back debt. I agree with your
@Aristos_Revenge Man I've been out if work for two months and in IT. I don't want to be negative Nancy but I really don't like the way things are going. Family of 5 and it's not looking too great.
@Aristos_Revenge You put into words exactly how I have been feeling the last few weeks. Well done!
@Aristos_Revenge The deficit will eat us alive unless we take decisive steps to deal with it.
@Aristos_Revenge Manβ¦I couldnβt have said it any better except maybe Iβm still not sure if Iβm going to survive until the trajectory goes upπ―π’
@Aristos_Revenge Great thread, A! In the last month Iβve seen a big uptick in work (online shopping sites) after at least 18-24 months of complete inactivity. Not that my work is leading edge but I do think the big beautiful bill passage triggered something for many entrepreneurs. I am hopeful.














