Elon Musk Week – Wilder, Wealthy, and Wise

What Does A Bubble Look Like?

“I had it all, even the glass dishes with tiny bubbles and imperfections.” – Fight Club

You know what really gets my goat? A Chupacabra.

I’ve been in a bubble before. What happens in them is, well, interesting.

First, the money isn’t just where the attention is. Nvidia® and OpenAI™ and Anthropic© are where the attention is focused. But it’s a bubble, right? Honestly, if the irrational exuberance over A.I. was just about those three companies, it would be pretty boring.

But it’s not. A bubble is insidious because it doesn’t impact just one part of an economy, it sinks its tendrils in seemingly unrelated things. That’s good, because change is the basis of growth, creating new combinations in the economy to create value. I’ll stress the “creating value” part because often that’s confused with “red line go up and to right good, down and to right bad”. A stock price should be related to the value the company creates but is often masked, at least for a while. I mean, Enron©, right?

Looking at the A.I. bubble now, well, it’s everywhere, and often in irrational and uncomfortable places, like the backseat of a Volkswagen®.

What’s got two legs and lives off a dead beetle? Yoko Ono.

Things are built in places for reasons. When things are being built in stupid places, well, it’s probably that someone isn’t thinking straight.

Let’s take data centers. What do data centers need?

First, power. We’ll get back to this subject (and most that follow) again, but unless there’s power, none of the chips run.

Second, space. You need a place to put the chips. It’s most often a building, on land. Well, to be honest, that’s where it’s third most common. The most common is in the dreams of Sam Altman, the second most common is in a warehouse because the datacenter hasn’t been built yet.

Third, access to robust communications. You’re building something that has to listen and talk, so it needs to be hooked into the data sphere. Thankfully, thanks to the Dotcom bubble, that fiberoptics are everywhere.

What the hell is laser hair? And why do people want to get it removed?

Fourth, access to a place to dump the waste heat generated by all that electricity usage. Most often, this implies access to water for use.

Each of these has its own solution, but meeting all four requires a bit of thought. I mean, the South Pole would be great except for the whole “access to communication” bit. So, selection is a balancing act. Pacific Northwest, with power, land, water and data access, not so bad. Pennsylvania? Also pretty good.

Let’s take the factors, one by one. Power. As we’ve discussed before, the power usage for data center construction is screaming “bubble” from the top of its lungs. People building data centers are signing contracts for power, either from utilities or by buying natural gas generators or . . . fusion? Really? That’s what they’re planning? Why not power them off of Elon’s Tweets®?

Looks like even Buc-ee’s® went A.I.

Yeah. It’s a bubble. Just because Fred’s Datacenter Depot and Truck Stop© signed a contract doesn’t mean that they have money or even loans to build it. Yet, chained investment is spurred on through public utilities and engine/turbine manufacturers. They’re building new lines, expanding capacity, all for a level of power generation that’s absurd. Thankfully, you can also get a Slim Jim™ at Fred’s©.

What about land? These are the lucky ones, since people with hundreds to thousands of acres of land are able to sell the land for ridiculous prices if they win the data center lottery. The nice thing for these folks is that they actually get paid.

Third: communications. There are a lot of fiber networks in the US, so this makes a lot of the country okay for buildout. Greenland? Notsomuch.

Besides, I have other plans for Greenland.

Then there’s water. I use the Mississippi for a proxy cutoff line, since east of it, wet, west of it, dry. YMMV, and there are places like the PacNorthwest that get a lot of water.

But Utah or Nevada? Or Colorado? Sure, these places get cold in winter, but are they even thinking about water usage? These are the places where the phrase, “Whiskey is for drinkin’ and water is for fightin’.” came from. They’re dry.

But, there’s a never-ending stream of data centers being announced pretty much everywhere.

Announced.

But my experience in a previous bubble tells me that all of these companies that are attempting to build all of these data centers are needing more in common than just millions of Nvidia© chips. They’re needing copper for wiring. They’re needing pipes to move water. They’re needing concrete. They’re needing steel beams. They’re needing rebar and glass and aluminum to build some of the largest buildings every conceived by man outside of the Pyramids and that ballroom next to the White House.

And that’s just for the building.

What is the difference between USA and USB? One connects to your computer to access all your data, the other is computing industry hardware standard.

They’re also in need of power. That’s another Big Kahuna, and it’s already raising rates to consumers in various states as utilities plan to build out power plants to serve demand from data centers that . . .

May never be built because they can’t be built because there’s not enough stuff to build them or enough electricity to power them even though, “Hey, we have signed contracts!”

That’s the flip side of a bubble. It’s irrational. You end up with insanity like 87% of venture capital going to A.I. 49% of investment-grade bonds are going to . . . A.I. As Michael Burry notes, during the Dotcom boom, only 40% of venture capital went to dotcom companies. So, 87% is better and safer than 40% because it’s more, right?

I hear that farmers can use a hoe to make money honestly.

Things inflate because everyone wants them.

Copper. Silver, which is (currently) not behaving like an economic metal, but like an input to data centers. Concrete. The very people that know how to build data centers are in amazing demand.

But a bubble?

Nah. Don’t call it that.

I could go on for another three thousand words about how frothy we are at this moment in time, but this time really is different. Most of this bubble is built on debt to build things that are impossible to build in promised timelines using resources that aren’t available. At least when the dotcom bubble burst, we had lots of unused fiber optic cable in the ground and when the housing bubble burst, we had houses left over.

What happens when a debt bubble bursts that hasn’t built the data centers it promised and evaporates a huge percentage of the venture capital that was sunk into it and all we have left are mountains of Nvidia© chips sitting in warehouses surrounded by confused pimps?

Well, that’s just another way that A.I. will change the world, I guess.

Won’t that be interesting?

Dr. Michael Burry Has Spoken Again. The End Is Nigh, Or Margot Robbie’s Thigh?

“On a long enough timeline, the survival rate for everyone drops to zero.” – Fight Club

A truck filled with quinoa and a truck filled with Worcestershire sauce crashed into a charcuterie shop near my house. What was the result? It’s kind of hard to say. (meme as found)

Dr. Michael Burry has spoken again. Okay, actually more like “emailed again” but he’s on the record again saying that the the end is nigh. Is he right? Well, on a long enough timeline, entropy always wins, and the heat death of the universe doesn’t care about my 401(k) yields.

But are we close?

The S&P valuations are through the roof. We’re in the middle of the largest investment in the history of the United States outside of World War II: Artificial Intelligence.

More has been spent on A.I. than was spent on the Manhattan Project, but less than was spent on, well, insert whatever outrageous bill Congress passed last week while you weren’t looking—probably something involving green energy subsidies for gluten-free solar panels raised free-range by Antifa® Chapter 4077.

The payoff for winning the Second World War was a big one. Essentially the United States was surrounded by a smoking crater of a world. Our industries were ready to absorb all the G.I.’s returning with their war brides into job to rebuild that crater. I mean rebuild the nice parts, not India.

The world without Western Civilization. (meme as found)

Factories were humming, houses were sprouting like dandelions, and the economy was so robust you could afford a house on a single blue-collar paycheck and still take the kids to Disney World® without having to resort to Moustitution© or selling a kidney. That’s what we got for entering into the war late and avoiding any of it happening on our homeland.

But what is the prize if A.I. is successful?

Well, it’s negative jobs. It’s a profusion of information so vast it makes the Library of Alexandria look like a collection of Post-it® notes abandoned after spelling errors. Elon Musk thinks it will create a society of abundance so great that no one will have to work and everyone can have a cool penthouse and all the gold they can eat. We can be sure he’s right, because this is just how the Industrial Revolution ended.

Wait, what?

Hours worked went up? Rural agrarian lifestyles were traded for urban factory hellscapes where the owner of the factory charged extra for all the asbestos he let you breathe in? Yeah.

Every production “revolution” that the world has seen has actually increased human effort. Those leaps forward did increase material wealth, but they also led to humans having to work more. Hunting nomad chads became farming incels.

Why?

You can’t brew booze if you don’t have the grain and the place to brew it. So, just like me, the nomads decided to give up a lifestyle of hunting, fishing, sex, and leisure for all the beer they could drink. I mean, I have priorities.

As a child I never napped. I was resisting a rest. (meme as found)

I don’t expect anything different in the Thought Revolution. Nobody will get free stuff, but the world will need a lot fewer of us. This is the case if it is successful: essentially an entire civilization working overtime to create a replacement for itself.

Yikes!

But let’s say it doesn’t work.

That’s better, right? Well, maybe. A bit. If A.I. reaches some limit where it becomes economically unfeasible to get to the next level (think power generation capability required being infinite) of cognition, or the models start to get dumber the more advanced they are (there’s a fashion model joke in here somewhere, but I’m too polite to make it), then the stock market will collapse.

Collapse? Surely, John Wilder, you exaggerate. No, I meant collapse. The market has priced in that A.I. is going to work. On the recent day that Wall Street hit new highs in the S&P 500, most (55%!) stocks weren’t near their highs. The high is high, but it’s not broad. This current level of investment in A.I. is so big and so deep and so tall, there is no way it can do anything but fall.

Sorry, got a bit of Seuss stuck in my keyboard.

“Oh me! Oh my!” said the plumber named Fred,
“My pipes cost a fortune, I’m deep in the red!
I can’t fix the sink or the tub or the drain!
This copper’s so pricey, it’s driving me insane!”

This is a damned if you do, damned if you don’t scenario. Let me put on my Cassandra pants and throw out this idea: Why not both?

The economy is screwed, or at least the economy that I grew up with is screwed. We’re becoming poor at a fantastic clip. Not “poor” as in West Virginia moonshiner with a still and a shotgun, but “poor” as in living like we’re in a crowded megacity filled with unwashed brown people where the air smells like regret and curry.

Let’s look at how affordable things are compared to income from the 1970s. I found this handy chart on the Internet. You know the one: houses, cars, healthcare, education all marching upward while real wages stagnate like a sloth on Ambien. Now, I know that no one actually goes to movie theaters anymore even though it’s on the chart. There’s no point in going to the movie. I can get booze from my fridge and pause the movie whenever I want if I watch it at home, but yet it’s “indecent” if I fall asleep drunk and in my underwear in the front row at the latest Avatar™ movie.

(as found)

But everyone can still afford a place to live, right?

Well, not since we’ve opened the floodgates and let in the entire world. A massive population increase combined with a group of people that consume much more in services than they contribute is killing us. They’re actually making us poorer as each one crosses into the country.

Remember in math you can always raise per capita by lowering the number of capitas.

But, hey, they borrow money so they can create debt that produces profit for the banks, right? Win-win, except for the natives footing the bill.

Isn’t enough that our economy is as stable as a knife fight between a drunken Whoopi Goldberg and a blindfolded Jimmy Kimmel in a bikini atop a butter-coated teeter-totter on top of WTC7? Did we have to put the whole existence of humanity in the future in the balance, too?

The good news, I guess, is that Burry could be wrong. He has been wrong before. Like me, he’s predicted five of the last two recessions. But there comes a point where we won’t be able to paper over the cracks in the structure with more printed money and hopium.

Yup, been there, done that.

When all this cracks, and it will because complexity plus leverage plus narrative equals fragility, the reset won’t be gentle. It won’t be “buy the dip” and back to brunch. It will be the kind of event that makes 2008 look like a mild correction and 1929 look like a Tuesday.

So where do I want to be when it happens? I want to be listening to a twenty-something Margot Robbie describing what collateralized debt obligations are from a bubble bath.

And remember Wilder’s Rule of Humorous Collapse #6: civilizations don’t fail because they run out of money; they fail because they run out of reality.

But at least I finally understand collateralized debt obligations (warning, mildly spicy language).

Disclaimer: I am not Margot Robbie, though I would take a cameo to talk about philosophy in a movie from my hot tub while I smoke cigars, and am also not a professional anything, let alone your financial advisor, so please bang your head against the wall a dozen times before you take the advice of an unpaid Internet humorist.

Black Swans: Interconnected, Nonlinear, and Ready to Ruin Your Day

“My name’s Swan.” – The Warriors

When getting coffee in Denmark they don’t allow sugar. They don’t want it to be sweetish.

I’ve read enough history to know that the world doesn’t change in smooth straight lines. When change hits, it lurches. One day everything seems stable and the peasants are happily tilling the fields, and the next they’re communists busy storming the Bastille.

That’s the Black Swan.

Nassim Nicholas Taleb laid the definition out in his book The Black Swan. A real Black Swan isn’t just a surprise. It has three traits.

First, it’s an outlier, so far outside what most expected that the past gives zero warning.
Second, it carries an extreme impact, the kind that reshapes economies, governments, or entire ways of life.
Third, after it hits, we humans can’t help ourselves: we retroactively “explain” it like it was obvious all along.

“Of course, a fight about ethics in video game journalism would lead to the Strait of Hormuz being closed.”

A restaurant owner offered me free calamari for a good Internet review. It was squid pro quo.

We’ve had plenty of Black Swans, but I’ll run through some of the greatest hits reel to show the pattern.

1914.
The assassination of Archduke Franz Ferdinand in Sarajevo looked like a local Balkan thing. A couple of pistol shots, right? By the end of summer, however, the Guns of August had turned Europe into a meat grinder. Twenty million ended up dead due to the war. Empires dismantled. The map of Europe was redrawn and communism popped up yet again, this time in war-devastated Russia, being just another proof of the Russian national motto: “And then it got worse”.

1929.
Stock prices had climbed a mountain of margin debt. Thankfully we’ve learned our lesson and now have only twice the margin debt piled into the market here in 2026. But back then? One bad week in October and the market collapsed like Will Smith’s career. The Great Depression followed.

1992.
The Soviet Union looked like it would last forever: nukes, tanks, gulags, that guy that Rocky had to box, the works. Then, overnight, it imploded. Gorbachev’s reforms, economic rot, and a failed coup turned the world’s other superpower into fifteen broke republics. The Cold War ended not with a bang but with a shrug and empty shelves in Moscow. This was a positive Black Swan. Unless you were Gorby.

What’s the difference between a ruble and a dollar? Roughly a dollar.

2000.
The Dot-Com Bubble in 2000 was next. Internet stocks were going to change everything. Pets.com. Webvan. Internet pizza by the slice, but you had to go pick it up. Stock valuations that made tulip mania look rational. When the music stopped, trillions evaporated. NASDAQ dropped 78%. One of my friends sold a company for $50 million. In Alta-Vista® stock. That he couldn’t sell for two years.

2001.
September 11. Nineteen illiterate savages with box cutters rewrote global security, launched two endless wars, and shifted trillions in spending. Air travel changed forever. Civil liberties got waterboarded. They made The Mrs. take off her sandals going through security, and then ran a metal detector wand over her bare feet after the shoe bomber.

2008.
The Great Recession came from a housing market no one thought could fail. The cause? Subprime mortgages, collateralized debt obligations, and banks playing Jenga™ with other people’s money. Lehman Brothers folded, credit froze, and the government printed enough money to wallpaper the Moon.

“Can we fix it?” Bob’s wife’s attorney, “Not this time, Bob. Just sign the papers.”

2020.
COVID-19, a virus from a wet market (or a lab, pick your conspiracy) shut down the planet. Just-in-time supply chains snapped like dry twigs. Governments printed trillions while telling you to stay home and order DoorDash™ because no one working for DoorDash© could spread the disease. Inflation roared back like a thing roaring back.

Every single one of these events looked impossible right up until it wasn’t. And every single one was explained afterward like the smart people had been warning us that these events were going to happen all along.

We are living in the most interconnected, nonlinear system humanity has ever built. The whole mess is dependent upon global supply chains, instant financial markets, AI-driven trading, just-in-time inventory, and central banks playing God with interest rates. A hiccup in one node doesn’t stay local anymore.

It cascades.

Nonlinear means small inputs can produce gigantic, unpredictable outputs, like a butterfly flapping its wings in Beijing, causing Nic Cage to say “no” when offered a part in a movie.

A Tesla® driver crashed into a semi while watching a Nic Cage movie. Guess he should have just watched the trailer.

We are in a world where I think more Black Swans are imminent, because there are groups that are actively shaking the foundations of the way the world words.

Like China. China’s economic ascendency isn’t some slow rise. It’s unrestricted economic warfare, exactly like the Chinese generals described in their book. They’ve gutted our manufacturing base while we cheered “free trade.” They control rare earths, solar panels, pharmaceuticals, and now a big chunk of silver production and refining. One policy tweak in Beijing and entire U.S. industries seize up.

That’s not theory. It’s happening.

At the same time, Trump is busy recasting the entire post-World War II alliance structure. In his defense, it was going to happen anyway, so might as well try to recast it in a way that works for the United States. The old Cold War playbook: NATO, endless commitments, sending our treasure overseas while our own borders leak is getting rewritten.

New deals based on new priorities, while old partners are suddenly on notice. When you yank the scaffolding out from under a 75-year-old global order, things get wobbly.

Add in the debt bomb.

Interest payments alone are bigger than defense budgets used to be. Bond vigilantes haven’t shown up yet, but they’re circling. One bad auction, one loss of faith, and the bond market revolts.

Rates spike. Stocks crater. Pensions and 401(k)s take a hit that makes 2008 look like a warm-up.

Then there’s AI and automation.

We’re likely on the edge of having AGI (artificial general intelligence) that could rewrite every job category. Or we could get an AI stock crash first: valuations are moonshot, hype is everywhere, and conflicting AI agents trading against each other at light speed could trigger a flash crash that makes 1987 look quaint. Massive unemployment follows as advanced automation eats white-collar work the way robots ate factory jobs.

What happens when millions of college-educated professionals suddenly have nowhere to go?

Geopolitical Black Swans are lining up too.

Civil unrest in the UK that looks more like low-grade civil war every year: mass migration, cultural collapse, and the elites are disconnected. Could Saudi Arabia fracture internally while oil markets hang in the balance? What about a Cascadia subduction zone earthquake that could drop bridges, snap pipelines, and isolate the Pacific Northwest for weeks?

Any one of these hits an already-fragile, hyper-connected world and the dominoes don’t stop falling.

Any pizza can be a personal pizza.

The point is to recognize the pattern: complexity plus nonlinearity plus rapid systemic change equals Black Swan habitat. We’ve never had more of all three at once.

So what to do?

Stop pretending the experts have it under control. They clearly don’t.

The good news is resilience looks the same for many cases. Skills beat degrees when the power goes out. A garden and a stocked pantry beats a grocery store when shelves empty. Cash, metals, and productive land beat IOUs from a government that prints money like it’s confetti.

The Black Swan doesn’t care about fear, but it does respect preparation.

The next one is coming. It always does.

And if you’re off to storm the Bastille, well, remember to wear clean underwear. I’d usually tell a more complicated joke at the end, but the best underwear jokes are brief.

How The GloboLeft Uses Your Virtue Against You And Why It’s Killing The West

“Be excellent to each other.” – Bill and Ted’s Excellent Adventure

I’ve never been to central Europe, but I might Czech it out one day. (all memes as-found)

“Then what makes a beautiful person? Isn’t it the presence of excellence? Young friend, if you wish to be beautiful then work diligently at human excellence. And what is that? Observe those who you praise without prejudice. The just or the unjust? The just. The even-tempered or the undisciplined? The even-tempered. The self-controlled or the uncontrolled? The self-controlled. In making yourself that kind of person, you will become beautiful. But to the extent you ignore these qualities, you’ll be ugly, even if you use every clever trick to appear beautiful.”
-Epictetus

Epictetus may have had some ulterior motives when he said this, since if history is correct he was lame, was missing an eye and an ear, and had hair only in patches on his skull. Did I mention the burn scars?

I kid. But Epictetus was lame. I mean, not 1980s “lame” but rather had a limp.

The point he makes is a good one, though. We are fundamentally the genes we are born with. If I wanted to be taller, I suppose there is surgery I could get to lengthen my legs. Yeah. Really.

If I wanted to avoid being a blinding hazard when the Sun shines off of my scalp, well, I could get hair plugs or a toupee.

Neither of those, however, would make me a better person. And I don’t know about you, but when I find out about the vile beliefs and practices of some Hollywood™ starlets, well, they start to lose a lot of their attractiveness to me. In fact, I start to see ugly, just like the ugly I see with Jeff Bezos’ wife.

I mean, really. Wow. That’s a lot of plastic surgery. Seriously, does she not look like an alien that was constructed out of a scaffold of lizard DNA in a Tupperware® factory? If she and Bezos have kids I don’t know which they’ll look like: dime-store rubber geckos or a tube of Saranwrap©.

I do think that Epictetus, despite the handicap of being dead as well as gimpy, has done a good job at sketching out some of the things that have made Western Civilization great. There was a time that we nearly universally admired being just. Our culture is one that’s based on guilt, rather than shame, so being just comes from within.

Shame comes from without. In a shame-based culture (which describes most third world cultures) the idea is that cheating an old widow in Iowa out of her family fortune is acceptable unless you get caught. It’s clever, and they feel guilt only in being caught. Ever see any video of a foreigner getting caught doing something wrong on video?

I know you have.

What happens is that the shame kicks in. They can’t and don’t feel guilt over doing evil, only shame for getting caught doing evil. This explains why India looks like India and Nigeria looks like Nigeria. Good actions aren’t valued.

Next, Epictetus talks about the virtue of being even-tempered. Again, this is something that society selected for through its very construction. People who impetuously committed crime were systematically executed in Great Britain for nearly a thousand years.

Don’t think that has something to with keeping tempers in a bottle? It certainly does. And when men like that become warriors, well, Heaven help you if you push one over the edge into rage and wrath. That is something mythic, something that makes entire continents burn.

Lastly, Epictetus talks about self-controlled versus, well, not.

Again, this is a virtue that Western Civilization has lauded in its stoic male heroes who experience hardship yet come away stronger for the effort. Our very fables talk about men who never cry because they understand that they are masters of their emotions and can select which ones the let to the surface when the stress is running high.

This is not a bug like Hollywood© would try to make us think: this is a feature.

To one extent Epictetus is right: these are all necessary values for beauty, at least for me. They are also necessary values for everything that is required to move society upward, to keep us from being crabs in a bucket, drawing each other down for our own temporary gain.

And, Epictetus notes that these virtues are within our control, each and every one of them. Sure, if you come from a place that’s not been selecting for these behaviors for nearly a thousand years (and I could argue that Europe as a whole has been selecting for these behaviors for thousands of years) then it might be difficult.

But not impossible. And if it is impossible, then that person could rightly be called a savage.

All of Western Civilization is ultimately built on the idea that these are things that individuals can do, right here, right now through being virtuous. They are True. They are Beauty in themselves. And they are Good.

This is, in my mind, a major disconnect and why Western Civilization is hated by so many in the third world. They look at this wonderful cultural set of values of which we are exemplars (on our best days) through our own choices and feel envy. They want a world that looks like ours, but yet don’t want to change their behaviors.

This is why they don’t build.

This is why we do.

Are there other cultures with similar values? Certainly. Japan appears to have undergone a similar winnowing with respect to honor. Feel free to opine in the comments about other places that make the grade.

Like Western Civilization, though, cultures that have a large focus on just outcomes are susceptible to propaganda that plays on cultural guilt. Ever wonder why GloboLeftists pimped the 1619 Project? Like the entire Civil Rights movement, it was based on creating guilt in people who had committed no crime or offense.

And it was effective.

On white people. But it wouldn’t be on them.

I think that there still exists a strong fear on the part of white people to say, “Hey, I’d rather live among other white people.” It sounds scary to them. Yet, those same people wouldn’t bat an eye if black people wanted their own dorms that excluded whites.

It’s guilt. Our virtues have been weaponized against us. It’s so effective that even British people feel guilt over slavery, even when they effectively ended the international trade in slaves. Those who do this are, like Epictetus said, using every trick to be Beautiful to try to hide their true ugliness.

My guess is that’s why they really want the statues to come down. To see Western Civilization and all it has created is the biggest slap in the face to them and fills them with shame, so they have to either destroy it, or come up with some reason why they have failed to assuage their shame.

Continue in your quest for excellence, and understand those that will try to drag you down or fill you with guilt.

Ignore them.

And, in the immortal words of Abraham Lincoln,

“Party on, dudes!”

Land of Confusion

“I know what you mean, Blair. Trust’s a tough thing to come by these days.” – The Thing

Pretty soon they’ll just cast a bird. I can see it now, “Heron of Troy”. (all memes as-found)

I’m old enough to remember the song Land of Confusion coming out. It was from Genesis, which really should have been named “Phil Collins and some other white GloboLeftist dudes.” The video was and is hideous. It was intentionally hideous. I rewatched it again before writing this and ended up regretting it. If there is place for the True, Beautiful, and Good, well, brother, that video wasn’t it.

Okay. I assure you, this isn’t a review of a forty-year-old video, but rather the phrase that comes to my mind as I write this particular post. The world is really into WTF territory, a true Land of Confusion.

What’s going on? Is it time to start drinking heavily?

The largest product launch in the history of product launches is going on. Of course I mean Artificial Intelligence. A.I. has distorted everything, and I mean everything in our economy. There is (in my humble opinion that is more often wrong than right) no particular reason that the stock market should be doing as well as it is. A double Snack Wrap© meal with some fries and a drink costs $8.00.

The Dalai Lama went to Vegas last year because he loves Tibet.

That’s two tortillas, some Official Chicken Product®, a sauce, some shredded lettuce, potatoes deep fried in estrogen-laden oils, and, if you’re lucky and made the right choice, water or coffee. I guess this is an example of fake money for fake food.

Wouldn’t a bit a of steak be better? Even a little bit?

Gahhh! I keep wandering. Like I said, Land of Confusion.

If you really do a deep dive into the main prophet of A.I., Sam Altman, I assure you that you’ll become concerned that Sam is managing a trillion-dollar business with the potential that, if it fails, to lead to another Great Depression. But, hey, if it succeeds, there’s a 20% chance that humanity might be erased like mosquitos in a pup tent.

Honestly, I wouldn’t hire Sam Altman to manage a Taco Bell® in Modern Mayberry, but I guess that fast talking, double-dealing (according to Musk) and just plain greasy-seeming guy is the kind of person that we want to turn the economy over to.

If a robot commits a robbery and it’s caught after the battery dies, will police have plans to charge the suspect?

We’re riding the edge. And this sort of inflation on the bubble of reality has led to other inflations. Silver is following the classic signs of a bubble. But unlike A.I., silver is real. What’s real? Well, whenever I have a question like that I just leave it to old Jack Burton (Big Trouble in Little China):

Egg Shen: “(You) can see thins no one else can see. Do things no one else can do.”
Jack Burton: “Real things?”

Egg Shen: “As real as Lo Pan!”
Jack Burton: “Hey, what more can a guy ask for?”
Egg Shen: “Oh, a six-demon bag!”
Jack Burton: “Terrific. A six-demon bag. Sensational. What’s in it, Egg?”
Egg Shen: “Wind, fire, all that kind of thing.”

At this point I feel like Jack Burton. I’m just looking for something real. And silver is real. I can pick it up, feel its density, hear it go ‘ping’ like silver does, and give it to my sons when I die.

But silver went up. Then it went down. I hear rumors that a certain bank dumped all of its short positions when silver hit its recent low. Will it pop up in the next week?

I have no idea.

I’m not sure I care.

I’m just tempted to but a contract and go for delivery and show up to a COMEX® warehouse in a rented car from Budget™ and pick up 340 pounds of silver for the grins that would give me and then play Snake Plisskin from Escape From New York trying to get out of, well, New York where most of the COMEX vaults are.

The most famous human who bounces is that Irishman, Rick O’Shea.

The price of computers is also exploding. Why? Well, A.I., silly. Bill Gates (who the Epstein Files would indicate might have had to get rid of a nasty case of some Indonesian junk that’s going ‘round) has said, nah, man, why do you have a computer at all?

The idea, I think is to make computers like the one I’m typing on to be unaffordable. On one hand, I can see that if A.I. can do the calculations to weaponize the DNA from warts to infect humans into violent zombies or hack into the Pentagon instead of running a screensaver that might be a problem.

And yet . . .

A personal computing device has been available to me my entire adult life, and having my information in my house, on a hard drive I own is normal to me. Having to depend on the Indians running Microsoft® to not dump a tikka masala or a curry into the server and bring down my posts, family memories, and also kill Mabel’s life support in the ER in Cleveland doesn’t seem like the best idea.

Honestly, keeping Indians away from everything seems that way, but YMMV.

Then there’s Hollywood®. It appears that the only thing they want to create is unmitigated racist crap. Yes, racist. How else do you explain the cast for the latest Troy® movie, which features a black woman as Helen of Troy.

Here’s the take of one wag on X®:

What’s the difference between Syria and Detroit? How you get stoned.

A black woman as Helen of Troy? That’s bad. It’s not only bad, it’s offensive. It is, again, the opposite of the True, Beautiful, and Good in every single sense. And if the opposite of the True, Beautiful, and Good is Evil, well, there you go. And Zendaya (yes, that poor dog-faced girl Zendaya) playing . . . Athena. You know. A god. And Zendaya is a Midwest 5/10 on a good day.

Sigh. Land of Confusion. Again.

The most non-crazy item I’ve seen this week is Elon Musk saying that he’s thinking about putting a million data centers in orbit for creating A.I. processing. At least they won’t be subject to Sanjay dumping his sambar into the SanDisk® and stopping sanitation in San Francisco.

Oh, too late. Have you seen San Francisco?

Imagine how insulted Elon’s girlfriends feel when he says they look like a million bucks.

When Elon is fantasizing about putting a million of something into space is the most sane item of the week so far, it should tell you something.

When I read the headlines, I think back to my New Year’s resolution: drink more water.

So far, with the news in January, I’ve only gotten to: drink more.

The Clock Ticks: Make It Matter

“I’m not dead yet.” – Monty Python and the Holy Grail

I told The Mrs. I wanted to be cremated. She made an appointment for next Tuesday.

Scott Adams shuffled off this mortal coil this week, and that event got me thinking about the big D: death. Adams, the Dilbert author who turned office satire into a cultural touchstone for nerds like me, left me thinking about his legacy. Adams wasn’t just a cartoonist; he was a man who rewired how we see persuasion, hypnosis, and the Clown World® we call reality. His passing was foreshadowed, but when it happens, the inevitability of it doesn’t make it better.

That’s Adams, who has left us, but there’s a contrast in George R.R. Martin, still kicking (for now). Today (my today, not yours) I read an interview where he whined at a fan who had asked if he was going to finish his Song of Fire and Ice series (Game of Thrones to most people) before he died. To his face. Martin griped about this confrontation.

“I’m not dying,” he grumbled, as if that’s the point.

George, buddy, hate to break it to you and subvert your expectations, but you are. So am I. So is everyone reading this post.

We’re all dying, right this second.

Tick-tock, the clock doesn’t care if you’re an author with $120 million in the bank lounging in Santa Fe while some flunkies sand off your bunions with sandpaper made from diamonds or a blogger hammering keys in the Midwest who ran out of beer last weekend. Every breath is one closer to the last.

Why did the skeleton go to the party alone? He had no body to go with.

We have an end date stamped on us like milk, but the Universe keeps the label hidden. Could be tomorrow in a freak duck attack (hey, it happens), or decades from now after a life of quiet desperation that had no more impact on the world than a potted fern.

The point? We’re terminal from day zero. I think Adams knew this; he talked about it in his books, framing life as a series of systems to hack for maximum output.

Martin? He’s procrastinating his way through what could be his magnum opus, letting plot threads dangle like cat toys. Ignoring the reaper doesn’t make him go away, it just wastes the sand in my hourglass.

In our rush to the grave, have we forgotten the miracles? Yes, miracles. Not the flashy water-to-wine kind. I’m not good at those. But what about the everyday wonders that make existence sparkle? Bite into a ripe strawberry straight from the plant. The explosion of sweet yet tart on my tongue?

Phenomenal.

Or cracking a cold beer after mowing the lawn on a scorching day, sweat dripping, the pilsner hitting like a high-five from my guardian angel. Crisp linens on a freshly made bed, sliding in like you’re royalty in a five-star hotel are another feast for the senses.

These aren’t mundane bits of life: they’re tiny miracles, proof the universe isn’t all entropy, Indians, Somalians, and taxes. We take these amazing things for granted, missing the point. We get one shot on this merry-go round. Enjoy it.

I tried to organize a hide-and-seek tournament, but it was a complete failure. Good players are hard to find.

Even I, the mighty John Wilder sometimes get bogged down in the daily grind. Bills, deadlines, that endless loop of work-eat-write-drink-sleep-shower-rinse-repeat. It’s easy to zombie through days, forgetting the biggest miracle and gift of all: being alive. Heart pumping, lungs filling, neurons firing symphonies in my skull. We’re stardust animated by the Great Cosmic Spark, yet we whine about traffic or the price of eggs.

Adams would call this a bad frame.

Zoom out.

Reframe.

Boom. The mundane becomes amazing magic. Martin’s dragons and ice zombies are cool (I mean the first three seasons with all the hot naked chicks), but they are pale imitations next to the real epic:

Life, unfolding heartbeat by heartbeat.

Here’s the kicker: we have a choice. Every. Single. Day. That next moment? It’s yours. Infinite power in that moment. No matter if you’re chained to a desk, stuck in traffic, or lounging on a yacht (I see you, Elon), that sliver of time belongs to you. You get to choose to squander it on despair, or seize it like a Spartan grabbing a Persian neck at Thermopylae.

Adams seized life. He didn’t just draw funny strips; he changed the United States. He changed the entire national conversation on politics, race, and the matrix of media manipulation. Some X™ dweeb (responding to me) called him a victim of the woke mob after his cancellation.

Victim? Please. Adams knew the game. He poked the bear on purpose, shifting Overton windows at scale.

I asked my dog what’s two minus two. He said nothing.

Martin? He’s the flip side. He hit the jackpot with Thrones, turned his fantasy story into a cultural juggernaut, then found himself unable to stick the landing.

Hell, he hasn’t even landed, and almost certainly never will now. It’s way more than a decade and his books are not only unfinished, they will never be finished by him. His writing chops are leagues above mine (I’ll admit it), but finishing an epic like that?

Nah. He’s got time left, but he’s squandering it on forgettable side quests while the sand runs out on the hourglass? That’s the opposite of Adams’ hustle. One built empires of influence; the other built a throne of delays.

There’s hope, though. If you want to change the Universe, it’s likely that you still can. You think, “I don’t have an audience.” True, but Adams started with zero. Sketched in a cubicle, built it strip by strip. Me? I peck away at the laptop, hoping to nudge minds.

Tomorrow, what can you do? Write that book. Start that business. Mentor a kid. Plant a tree. Convince an Indian to move back to Mumbai.

Make the most of every second.

Death’s coming, but until then? Make it matter.

Why don’t skeletons fight each other? They don’t have the guts.

Adams left a blueprint: hack reality, persuade boldly, point out and mock the absurd. Martin’s a cautionary tale: don’t let potential rot.

Me? I’m typing this, hoping it sparks something in you. The clock ticks for us all. Use it wisely.

You’ve got one life. Make it matter.

The Looming A.I. Market Bubble

“Don’t try to fight it. You’ll get brain bubbles, strokes, aneurysms.” – Fear and Loathing in Las Vegas

Is bubble wrap part of pop culture? (All memes as-found)

Elon Musk promises a supercomputer cluster bigger than Texas that’ll make Skynet™ look like an HP-15C®. It even has a creepy name for those who know film history: Colossus™. Of course, it’s going to require more power than a quiver of Antifa® mainlining Red Bull© during a riot. I like that. A herd of cattle, a murder of crows, and a quiver of Antifa©.

But it’s not just Elon. There’s also Sam Altman, that pint-sized messiah of OpenAI© is out here swearing he’ll build data centers the size of Afghanistan, all to birth the AI-god-emperor that’ll finally figure out why fish from Long John Silver’s® always tastes like regret.

But here’s the kicker: this might be the biggest Ponzi scheme in history. If When this AI bubble pops, it may very well make the dotcom crash look like look like a lost wallet.

On recent analysis I saw was over here (LINK) by Ed Zitron, and no, I’m not going to make fun of his last name as tempting as that might be since he writes well. When I read it, it wasn’t behind the paywall, but it was also insightful. Trust me.

His conclusion?

According to Ed’s analysis, the AI hype train is barreling toward a cliff made of physics, bad math, and even worse economics. If Mr. Zitron is correct, trillions of dollars are being flushed down the toilet on promises that of a technical revolution which, while automating many boring tasks, unfortunately won’t replace the staff at the DMV.

“Oh, yeah? You and what army? Oh, that army.” – Cicero

First off, the promises.

OpenAI’s® scribbled deals on cocktail napkins that will eventually result in laws prohibiting what they’re doing. As I mentioned in a previous post, they’re committing to drop $300 billion on Oracle™ over five years. That amounts to $5 billion a month, which is more than Taylor Swift makes in an entire year. Just kidding, but that $5 billion a month is a big number, since OpenAI only made $4.3 billion in the first six months of 2025.

OpenAI™ doesn’t have the money, of course, but, hey, it’s a bubble, so who is counting? They have stock, so if they don’t have cash, they’ll just give you stock.

What is OpenAI© buying with that cash that they don’t have? A gigawatt-scale data center orgy that’ll need more energy than Switzerland. Probably. Maybe. I’d need to know how many electric toothbrushes the Swiss use to be sure.

But, the problem is, nobody has built a gigawatt data center.

Ever.

Imagine the stock valuations! Follow me for more tips!

The biggest data centers today top out at maybe 100 megawatts, and that’s if the grid fairies are feeling generous. Take Stargate Abilene, OpenAI’s© “investment” with Oracle®. It’s supposed to hit 1.2 gigawatts, but right now?

They’ve got a puny 200-megawatt substation and some jury-rigged natural gas turbines that might squeak out another 350 megawatts if we can talk the Chinese into sending us the rare earth materials to make them.

Reality check: to run just this one location, they need 1.7 gigawatts total just to cover cooling and losses. And, it’s in Texas, which is not known for being a good place to keep stuff cold. They picked a climate where cooling the data center will be like trying to cool my nether regions in a sauna using a hairdryer.

And the power? Forget it. Transformers and substations take 2-4 years to build, and we’re fresh out globally. The article quotes some Bloomberg® wonk admitting they’re slapping together “not the really good” turbines because the premium ones have a seven-year waitlist.

Seven years! By then, those fancy Nvidia™ H100 GPUs will be as obsolete as Taylor Swift’s ovaries.

None of this is hyperbole. This is simple math: Taylor’s really getting up there if she wants to have kids. But back to the data center. Roughly, if you have a gigawatt of power that gets you maybe 700 megawatts of actual data center capacity after the universe’s entropy tax.

OpenAI® is pledging 6 gigawatts of AMD® GPUs by late 2026.

No way.

No sites have been picked, no financing has been announced.

No nothing.

It’s like promising to pay off the national debt by spending more so we make it up in . . . volume, yeah, volume discounts. Now, let’s spice it up with history, because nothing says “wealth wisdom” like learning from suckers who came before.

As I mentioned in the previous post, this is straight out of the dotcom collapse.

17 isn’t a big number, is it?

Remember Cisco™? Yes, they make good stuff, and they survived. But back in the year 2000, they were the kings of the internet pipe dream and they hit $69 a share in 2000 bucks. Yesterday, they were at $68.66, so on an inflation-adjusted basis, they haven’t ever returned to their 2000 peak. The world realized nobody needed that many routers to email “I can has cheezeburger?” cat pictures.

If that were it, we’d probably be okay. But Nvidia™ is now priced out at 8% of the entire valuation of the S&P 500. The “500” in S&P 500 means the largest 500 companies in the United States. And one company is 8% of it.

This is the highest share of any single company in the history of S&P 500. Ever. The top seven tech firms account for 34% of the S&P 500.

Should we worry about that? Nah. It’s not like private equity is running out of cash for all of these projects. Wait, what? They are, and lots of them are exiting so they have sufficient cash left to buy cocaine and OnlyFans™ girls to snort the coke off of.

The worst part is that the entire thing is so incestuous that it makes a Habsburg family reunion look positively eugenic. Nvidia™ invests $100 billion in OpenAI® which then invests some other imaginary amount of billions in a deal with Oracle© to buy data centers and stuff them full of Nvidia® GPUs. The result? The stock price of each of these companies increases.

This doesn’t look corrupt. At all. Ignore the man behind the curtain.

Economically? It distorts everything. One estimate was that AI infrastructure spending accounted for 92% of U.S. GDP growth in the first half of this year, all based on debt and soaring stock prices.

OpenAI’s projecting $200 billion revenue and $38 billion profit by 2030?

Cute. How do they expect to do that as their current business model is selling a dollar’s worth of computations for four cents? I guess they’ll make it up in volume?

Really, that’s not their bet. Their bet is that they’ll be the first to the prize: superhuman intelligence that will do their bidding. To be clear, if they got that, it might be worth it. For Sam Altman. Or for AI if it decides to go full Cyberdyne Systems and make Sam clean toilets.

A coincidence or a collapse?

But certainly not for you, and not for me. It would be an economic dislocation that would be the biggest in human history, even more than my divorce. If AI turns out to be real, actually disrupting the workforce like a drunk uncle at Thanksgiving, automating jobs left and right: boom.

Economic collapse. Trillions in productivity gains? Nope, it’s trillions in pink slips, ghost towns of cubicles, folks out of work, AI overlords hoarding the pie. I can see it now, French Revolution 2.0 with robot guillotines from RobotGuillotines.com.

But if AI’s the dud . . . hang on, what’s a dud in this context?

With the trillion plus dollars invested and the distortion to the economy it could be the most successful product in history and still be an economic wrecking ball. It it’s a dud, then all this investment?

Wasted.

Trillions vaporized on e-waste mountains, exec bonuses, and data centers that won’t be filled for the next century. This will drag down markets, pensions, and everyone eats ramen for the next decade.

C’mon buddy, you’ve got to earn that van.

If it works?

Collapse.

If it doesn’t work?

Money bonfire and depression.

Thankfully, in almost either scenario we will be able to avoid the real danger to society: Long John Silver’s®.

Civil War 2.0: The End of the Beginning

“Three minutes. This is it. The beginning. Ground zero. I think this is about where we came in.” – Fight Club

In the beginning, there was nothing. God said, “Let there be light.” There was still nothing, but now you could see it.

Those who have an opposing ideology are considered evil.
People actively avoid being near those of opposing ideology. Might move from communities or states just because of ideology.
Common violence. Organized violence is occurring monthly.
Common violence that is generally deemed by governmental authorities as justified based on ideology.
Opposing sides develop governing/war structures. Just in case.
Open War.

Volume VII, Issue 5

Most memes except for the clock and graphs are “as found”. I have moved the Clock O’Doom to 9., given the open support of assassination and criminality by the GloboLeft and the increase in violence as well as direct interference with ICE and the insertion of the military into law enforcement. Beware: the number can climb quickly.

My advice remains. Avoid crowds. Get out of cities. Now. A year too soon is better than one day too late.

In this issue: Front Matter – The End of the Beginning – Violence and Censorship Update – Misery Index – Updated Civil War 2.0 Index – The Unravelling – Links

Front Matter

Welcome to the latest issue of the Civil War II Weather Report. These posts are different than the other posts at Wilder Wealthy and Wise and consist of smaller segments covering multiple topics around the single focus of Civil War 2.0, on the first or second Monday of every month. I’ve created a page (LINK) for links to all of the past issues. Also, subscribe because you’ll join nearly 850 other people and get every single Wilder post delivered to your inbox, M-W-F at or before 7:30AM Eastern, free of charge.

The End of the Beginning

Things don’t start up all at once. I believe the start of Civil War 2.0 will start with the tensions that came from the election of Donald Trump in 2016. The real beginning of the war, I think historians will date as the attempted assassination of then presidential candidate Trump back in 2024.

I was shocked, but in retrospect this is the inevitable end of the years of GloboLeftist rhetoric on their unstable and mentally ill followers. I believe the assassination of Charlie Kirk was, to quote Churchill, “the end of the beginning.” Alone, this single act has changed the way millions feel.

We are now in a Sitzkrieg – a war, but a war where no one is really wanting to take action. Keep in mind, there is really no doubt about how the GloboLeft feel about you and everyone to the right of Mr. Rogers™. They want you dead and will celebrate the moment that it happens. Don’t believe me?

Overtly political violence from the GloboLeft continues. The GloboLeftists are dismayed every time that one of theirs is found to be killing. Why? Because, even now, they’re focused on removing guns from the hands of citizens – again, you and I. When a GloboLeftist or one of their criminal pets is again shown to be a murderer, it just makes bitter clingers to God and the Second Amendment like me cling just a bit tighter to my guns.

Because I can see that

Violence and Censorship Update

Violence leads again this month. And this is a month where Charlie Kirk was right: America will never be the same.

And GloboLeftists are reveling in it:

No one involved in the story below is American. Why do we bring this violence to our heartland?

Elon knows.

Oh, and murder runs in the family. Wonder how soon both of these budding doctors will be back on the street?

And the Dallas shooter who kept shooting illegal aliens rather the ICE officers he was aiming at?

And who, exactly, wanted to shut down communications around the United Nations?

The “British” Prime Minister indicates that British people are “the enemy” if they won’t call a mouse born in a stable a horse. This folks, is why you never give up your guns.

Meanwhile, all the GloboLeftists that openly celebrated the murder of Charlie Kirk are getting fired because they have never had to stand up for their beliefs before.

Yeah, only one of them is fired, but if they were,

would anyone notice?

And, no, this is different.

Misery Index

The new Trump administration is shown in red. Results continue to be much better than Biden’s misery numbers as Trump’s policies apparently have been stunning at reversing the tide. We’ll see, as the long-term trend is not good.

Updated Civil War II Index

The Civil War II graphs are an attempt to measure four factors that might make Civil War II more likely, in real time. They are broken up into Violence, Political Instability, Economic Outlook, and Illegal Alien Crossings. As each of these is difficult to measure, I’ve created for three of the four metrics some leading indicators that combine to become the index. On illegal aliens, I’m just using government figures.

Violence:

Violence indicators are up significantly this month. No surprises there.

Political Instability:

Down is more stable, and it went up this month.

Economic:

The economy is down a bit this month.

Illegal Aliens:

Still the lowest level since the Weather Report started. Remember, they care nothing for our country, nothing for our history, and only want money and political power. This apparently includes Ben Shapiro.

The Unravelling

It really started with the lawfare attacks on Trump. Presidents had been considered mostly off limits to the legal process once they left office. Why? Perhaps a feeling that they had done their bit. Presidents also (mainly) shut up and didn’t criticize those that followed them with notable exceptions (Obama, I’m looking at you.)

With the GloboLeftElite going after Trump with every possible lawsuit or charge they could make up, Trump really didn’t have an option – his best defense was an offense. The man had nothing to lose, and a list of people who had done him wrong. Thus, Comey is the first of many who will likely be indicted for their behavior.

Since most of the indictments will be in 97% Globalist Leftist Washington, D.C., it’s nearly certain that a jury will clear Comey for political reasons. But the fight is going to the states as well, with California and Illinois being the frontline of places where the state governments are attempting to support illegal aliens and drug cartels.

The end though, is that the Democratic Party has devolved to the point where it is led by a group of people who hate America, and hate everything it stands for, and won’t rest until it’s been “fundamentally transformed” – and they’re getting what they wanted, because it’s all unravelling now.

My bet is they won’t like the outcome when it’s all done.

LINKS

The links are again done by Ricky this month. Thanks, Ricky!

BAD GUYS

https://x.com/Bubblebathgirl/status/1970724231043318137
https://x.com/toddstarnes/status/1967302012154036378
https://people.com/2-people-killed-multiple-others-injured-mass-shooting-alabama-11824522
https://x.com/EYakoby/status/1968519351922749609

GOOD GUYS

https://x.com/davidmedinapdx/status/1974350245544054822
https://x.com/TONYxTWO/status/1974668656413233453

ONE GUY

https://www.wrdw.com/2025/09/12/2-cleared-killing-14-year-old-case-ruled-self-defense/

BODY COUNT

https://thedailyeconomy.org/article/peak-population-but-we-can-all-move-to-texas/
https://www.zerohedge.com/political/these-are-largest-immigrant-groups-america
https://www.statista.com/chart/35050/overdose-deaths-involving-different-drugs/
https://www.statista.com/chart/16647/the-lifetime-odds-of-dying-from-selected-causes/
https://www.zerohedge.com/political/planning-war-against-fascists-socialist-rifle-association-boasts-10000-members
https://archive.ph/orABm

VOTE COUNT

https://headlineusa.com/new-election-integrity-czar-recepits
https://www.democracydocket.com/news-alerts/right-wing-groups-press-election-agency-on-proof-citizenship-rule-for-voter-registration/
https://www.dailysignal.com/2025/10/04/federal-requirement-for-proof-of-citizenship-to-vote-could-arrive/
https://www.brennancenter.org/our-work/analysis-opinion/justice-department-has-demanded-voter-files-least-21-states
https://www.pbs.org/newshour/show/how-the-trump-administration-is-trying-to-change-the-way-people-vote

CIVIL WAR – OVER HERE

https://alt-market.us/men-of-the-west-we-are-at-war/
https://www.zerohedge.com/political/transgender-shooter-socialist-rifle-association-and-alarming-rise-far-left-militancy
https://www.zerohedge.com/political/white-house-plans-security-boost-civil-terrorism-fears-after-fbi-investigates
https://www.csis.org/analysis/left-wing-terrorism-and-political-violence-united-states-what-data-tells-us
https://www.kunstler.com/p/the-big-lebowski-civil-war
https://www.nytimes.com/2025/09/12/technology/charlie-kirk-shooting-civil-war.html
https://www.nytimes.com/2025/09/12/us/politics/charlie-kirk-voters-politics-violence.html
https://www.zerohedge.com/news/2025-09-27/prelude-second-civil-war
https://www.theburningplatform.com/2025/09/14/images-words-narratives-matter/

CIVIL WAR – OVER THERE

https://www.americanthinker.com/articles/2025/09/europe_is_a_powder_keg.html
https://dailysceptic.org/2025/09/03/britains-descent-towards-civil-war-is-no-accident/
https://townhall.com/columnists/kurtschlichter/2025/09/08/dont-uk-the-usa-n2662867
https://www.the-express.com/news/world-news/182851/russia-drone-hunt-ukraine-children

Caste Over Competence: Globalism Is Economic Suicide

“India’s a black hole.” – World War Z

How many Indians does it take to change a lightbulb? Sixteen. Fourteen to argue about whose responsibility it is, one to explain that lightbulbs are better in India and invented by Indians, and one to call the power plant to tell it to reboot because it must be a software issue. (all memes “as-found”)

Picture a world where kids in Bangladesh sew soccer balls for pennies (whatever a penny was), and some goatherder in Albania is working at a factory cranking out VCRs. VCRs, like it’s 1985 and I’m renting Back to the Future from Blockbuster®. I kid. Albania doesn’t even have electricity yet.

But that’s the flavor of globalism’s siren song that leads economies to doom: anything can be made anywhere, as long as the price is dirt cheap. I’ve heard the refrain, even in the comments here: “If you complain about competing against Albaniaks and Bangladeshites, well, you’re a commie that doesn’t believe in capitalism.”

If the goal of capitalism was to serve itself, well, then yes. It’s a battle of all against all, and whoever can outbreed the next country to lower the cost of (spins wheel) designer purses should make them.

I mean, it sounds great for your wallet, right?

Wrong. This is a strategy for hollowing out the West’s economy, stripping our skills, and handing our jobs to foreigners who don’t play by our rules at all, transforming our country into Albania on the Atlantic. Globalism is not just bad economics, it’s a betrayal of the West. And politicians love it.

But The Simpsons killed off Apu . . . maybe he wanted a raise?

Isn’t it strange that no matter how many times we vote “No, we don’t want any more aliens, illegal or not” that they nod their heads and bring them in? Is it any stranger that no matter how many times we vote, “No, we don’t want our factories shipped to places that don’t use vowels,” that our factories are shipped to places that haven’t yet invented vowels?

It’s a betrayal of the West

Let’s break it down. Globalism turns labor into a commodity, like trading baseball cards, except the cards are my job, my skills, and my family’s (and country’s) future. It’s a race to the lowest cost. Why pay an American $30 an hour when a kid in Swaziland (Swaziland still exists, right?) works for a handful or USAID® rice a day?

Why build a factory in Ohio when Ceylon’s got sweatshops begging for your blueprints? The GloboLeft (and, let’s be fair, the RINOs, too) cheer this as “progress,” but it’s a death spiral. Here’s how it plays out, step by step, until the West’s economy is a husk.

Thankfully all the Indians in Canada are very good with hand-held electronics. Tractor-trailers? Not so much.

The Stages of Economic Suicide

Design machines, build machines that make stuff, and make stuff: This is the golden age—think 1950s America. We designed cars, built the factories to make cars, and made cars. America flourished. Families thrived. Grandpa’s lunchpail as he went to work the railroad that shipped those cars meant something. Skills stayed home, and so did the wealth.
Design and make machines that make stuff: By the 80s, we’re still designing and building the machines, but the stuff’s starting to come from Japan and Taiwan as they focus on quality and crack the United States market. We’re losing the “make stuff” part, but hey, at least we’ve got Wall Street.
Design machines to sell to people who make stuff: Now we’re just selling blueprints. China’s got the factories to make iPhones® we’ve got the patents for the iPhones©. The know-how’s slipping—designing isn’t building. People don’t learn to weld by drawing a weld on paper.
Buy stuff made by other people from machines you designed: Welcome to the 2000s. Now we’re just selling blueprints. China’s got the factories to make iPhones® we’ve got the patents for the iPhones©. The know-how is now slipping—designing isn’t building. People don’t learn to weld by drawing a weld on paper. Our skills erode. No one in Ohio knows how to make a microchip anymore. The muscle memory of manufacturing? Gone. Microchips? They struggle with Pringles™.
Buy stuff made and designed by other people: The endgame. Now we become a country of consumers now, buying Chinese drones. All that’s left are knowledge jobs (coding, engineering), service jobs (baristas, Uber), and jobs that can’t be exported (plumbers, cops, construction). But wait—why not outsource the knowledge jobs too?

This is where globalism’s knife cuts deepest. The West’s economy is hollowed out, with a Starbucks® in the lobby of the Citibank™ that’s in a bigger Starbucks®. Oh, and Amazon warehouses.

Manufacturing’s gone, and with it, the skills that built manufacturing in the first place. And then? The GloboLeftElite says: “Hey, let’s import foreigners for the knowledge jobs too!” Enter the H-1B visa, and the West’s last stronghold starts to crumble. To be clear, the Donald and the Musk both love those H-1B visas, too.

Here’s the dirty truth: foreigners don’t like us. They don’t think like us. They don’t value the same things we do. In some cases the only thing we have in common is that we both consume oxygen.

Take India. Please.

I bet the driver felt enriched by the diversity.

India is the poster child for H-1B tech workers. Their culture rewards “cleverness”. So does ours, but the definition is very different. To an Indian, “cleverness” is: lying, cheating, and deception.

To be clear, these are all fair game under their religious and cultural framework. Don’t take my word for it: a 2019 report estimated 30% of tech resumes from India include fake degrees or inflated credentials. India ranks 93 out of 180 on Transparency International’s 2024 Corruption Index. Nepotism and bribery are practically Olympic® sports for India, which is good because despite being a nation of 1.4 billion people, their only Olympic© was a bronze in Yahtzee™.

But hey, don’t take my word for it.

Then there’s the caste system. It’s not just history from some movie filled with short, weak brown people who can’t quite speak English and fight with women over the five-pound barbells. No. The caste system is alive, even in Silicon Valley. Indian managers on H-1B visas often hire their own: same caste, same village, same cousin. I think the CEO of Microsoft™ is the uncle of half the company.

Merit?

Nope, it’s about loyalty to the clan. A 2021 study found 90% of Indian-led tech firms in the U.S. had Indian-majority staff, despite only 20% of H-1B visas going to Indians. Nepotism is their game, and it locks Americans out of jobs in their own country.

I bet they think that’s what they call clever, but it’s escaped scrutiny because it is what the GloboLeft calls this “diversity”.

Globalism’s promise is cheap stuff, which sounds nice until you’re unemployed because an Indian manager hired his brother-in-law over you. The West’s economy was built on trust and competence, not the caste and the scam. Outsourcing knowledge jobs to cultures that don’t share our values is like handing your house keys to a guy who thinks picking locks is a personality trait.

Why let this happen? Because the GloboLeft and their Chamber of Commerce Republican buddies love it. Cheap labor means cheap goods means more profit this quarter and damn the country.

But it’s clear: we can’t build wealth by outsourcing our future to foreigners who don’t like us and think our rules are stupid and weak. To be clear: the elites don’t care—they’re too busy cashing checks to care and hoping that TEMU® will sell a quality yacht soon.

This isn’t just economics; it is the destiny of a people.

The West thrived because we valued competence. Again, economic systems aren’t the goal. The goal is the well being of the people in a country. I mean, even the Albanians could read this post and agree.

I mean, they’d read it if they had electricity.

Ghost Jobs And The Fate Of A Nation

“Hey, anybody seen a ghost?” – Ghostbusters

Do vegan zombies shamble around moaning “graaaaains”?

If I were a kid looking for work today, I’d be pissed.

By one study, at least 60% of jobs listed on job posting sites are as fake as the girl in Canada my friend kept talking about. One survey had 81% of recruiters admitting that they posted ghost jobs. They never existed, and never will exist. This is a little like thinking you have a blind date with a girl and then finding out it’s actually Michelle Obama.

Why on Earth would they do that? Not the whole “dating Michelle Obama” thing, but the fake jobs . . .

Why?

Well, several reasons:

People in HR are evil like a cat and enjoy the thought of torturing their prey,
To fake that the company is growing,
Because it’s Tuesday and they’re bored,
To get resumes to compare against existing staff,
Looking for hot chicks to apply, and
Trolling for resumes to show that there’s a need for infinity H-1B visa holders to come on over from India with fake credentials and take the job at $7.35 an hour.

I would mop, but floors are beneath me. (meme as found)

To top it off, the system is rigged: often, when a job does appear, the hiring manager wrote the description for a specific person, i.e., a person who isn’t you, and although it has already been filled, the description has to be posted because “rules”. It’s a fair competition, exactly like the “who is the best boy” competition I entered and my mom was the judge.

Seriously, though, how could she pick the neighbor kid?

When I got my very first job, it was because my brother already worked at the place. My second job? Because I played football with the boss’s kid in high school. When hired for my first job out of college, my employer knew details they could only have learned from conversations with my professors or the NSA.

Since then, nearly every job that I’ve had has been as a result of someone knowing me, picking up the phone, and calling me because they wanted me in the role. I am very lucky to have gotten in that groove – the main way I’ve gotten jobs is due to a friend or other connection.

What is the only approved North Korean drink size? The supreme liter.

But first you have to have a friend.

Kids these days?

Not so much. The meme was, “Go in, give ‘em a firm handshake, and tell ‘em you want the job.”

In many places, that’s simply not possible. Many corporations only take job applications online. And, if the resume doesn’t have the right keywords to get plucked out of the luminiferous aether of the digital world by an A.I. on its lunch break, it goes into the black pit of resume despair, from which no word will ever be heard, only faint moaning and the rustling of paperclips.

Your mother is so ugly she went into a haunted house and came out with a job application. (news article as found)

Ghost jobs make it worse, somehow. When tech was busy laying of hundreds of thousands of coders so they could import the population of Mumbai instead, there were job listings aplenty. These kids, getting ready to graduate from college, didn’t know anyone, yet there were thousands of (apparently) available jobs.

How could they fail?

The big lie is that those jobs were never really real, and of the ones that were real, each of them would get somewhere (depending on the job) between 250 and 1,000 applications. In a realistic world, probably 20% of the applications were a good fit. So, that means that for every job, there were likely between 50 and 200 people that could do the job with enough skill to make the hiring company happy.

But only one person gets the job.

I were ever interviewing to become a waiter and they asked me if I was qualified I’d say, “I bring a lot to the table.” (meme as found)

I have written in the past about the keys to the devolution of the country – popular immiseration being one of those keys. In order for that unrest that leads to collapse to occur, people need to be not uncomfortable, not unhappy, but miserable with no visible way out.

Because, after all as the songwriter wrote: freedom’s just another word for nothin’ left to lose.

Men need a job. Men need a purpose. They have to have this as much as they have to have oxygen. Give them a soft life, give them all the material comforts, give them video games and weed, and they are still miserable. They have to have a purpose, and the most common way to have a purpose is to have a job that matters.

Without it, men are miserable.

Now, consider the exceptionally capable. Not the Elon Musks. Not the very top elite, but exceptionally capable people who would have been great mid to upper mid management for IBM™ back in 1966. Those people used to be, while not the spark plug, but maybe the timing chain of the economy. Necessary, but not the folks that are going to start a business.

But replacement is a myth. (as found)

We have entered, perhaps, the era where exceptionally capable and exceptionally qualified people exist in numbers beyond where they are useful. There are simply too many people who can program now for it to be especially profitable – the advice I gave both of my boys was simple: never get a degree where you’ll be competing against a billion people for a job.

Programmers now have to find something new.

Maybe they should learn to mine coal? No, that’s shut down. Maybe they should become journalists? Not, those are being fired faster than they’re produced. The world that we’re moving into won’t particularly value many of the things that these young people spent years learning.

That’s bad enough. But now, dangle a ghost job where they’d be the perfect candidate in front of them, and let them apply for it and experience the frustration of a poodle pawing at a plastic porkchop?

Are you trying to radicalize them?

I mean, that’s probably what happened to Barack . . .