The Supreme Court lands on both sides of the same case, more fraud uncovered by DOGE, the Russo-Ukrainian War continues despite the White House dustup, Mark Steyn catches a break, and strange cell(block) fellows.
It’s the Friday LinkSwarm!
The Supreme Court giveth: “Supreme Court pumps brakes on order forcing Trump to shell out $2B in foreign aid.”
Supreme Court Chief Justice John Roberts pumped the brakes on a lower court order that gave the Trump administration a midnight deadline Wednesday into Thursday to unfreeze $2 billion worth of foreign aid.
Roberts paused the order Wednesday until further notice and gave plaintiffs suing the Trump administration until noon Friday to respond, marking the first time the Supreme Court has dealt with a case involving the president’s push to overhaul the federal government.
The question at hand is the Trump administration’s 90-day freeze on US Agency for International Development spending amid a review to ensure the outlays were aligned with the president’s policies.
District Judge Amir Ali, who was appointed to the bench by former President Joe Biden, temporarily mandated that the funds continue flowing while considering the case.
Plaintiffs argued that the Trump administration did not properly unfreeze all of the money, which led to Ali giving the Trump administration a deadline of 11:59 p.m. Wednesday to fully comply.
And the Supreme Court taketh away. “The Supreme Court has *upheld* a lower court’s order forcing USAID/State to immediately pay ~$2 billion owed to contractors for work they’ve already performed….The court in a 5-4 decision upheld Washington-based U.S. District Judge Amir Ali’s order that had called on the administration to promptly release funding to contractors and recipients of grants from the U.S. Agency for International Development and the State Department for their past work.”
The US Justice Department revealed Thursday evening that Mexico has begun extraditing dozens of high-level cartel leaders to the US, as President Trump reiterated that 25% tariffs on Mexican goods will take effect next Tuesday.
“The defendants taken into US custody today include leaders and managers of drug cartels recently designated as Foreign Terrorist Organizations and Specially Designated Global Terrorists,” the DoJ wrote in a statement, adding these terrorists are facing charges including racketeering, drug-trafficking, murder, illegal use of firearms, money laundering, and other crimes.
Mexico’s Attorney General’s Office and Secretariat of Security and Citizen Protection released this statement: “This morning, 29 people who were deprived of their liberty in different penitentiary centers in the country were transferred to the United States of America, which were required due to their links with criminal organizations for drug trafficking, among other crimes.”
The tariffs are currently on hold. CNN has a list of who was exchanged, including Rafael Caro Quintero, Alder Marin-Sotelo, Andrew Clark, José Ángel Canobbio Inzunza, Norberto Valencia González, José Alberto García Vilano, Evaristo Cruz Sánchez, Miguel and Omar Treviño Morales.
We touched on this in a previous LinkSwarm, but here’s more details on Stacey Abrams EPA-backed multi-billion dollar slush fund.
Three short weeks ago, a newly confirmed Lee Zeldin got to his office at the Environmental Protection Agency (EPA) and hit the broom closet to start sweeping.
Thanks to the previous braggadocious occupants and their already well-documented pre-exit shoveling of cash and grants out the door, he had an inkling there might be plenty of questionable transactions to uncover that hadn’t exactly been notated ‘on the books’ or done ‘by the book’ either.
I mean, what were the odds?
It didn’t take long for Zeldin to find himself a whopper of a honeypot hidden away that made quite a splash when he announced it, particularly as it was tied to an infamous Project Veritas video from December boasting about its very surreptitious creation.
David covered the reveal.
Project Veritas dropped a shocker of a video back in December, in which an EPA manager was bragging that the Biden administration was metaphorically ‘dropping gold bars off the Titanic.’ They were shoving every dime they could out to their NGO buddies so they could harass the Trump administration and continue to suck off the taxpayers’ teat for years to come.
We all know such things happen, but to have it so vividly described was revealing.
Well, Lee Zeldin is retrieving those gold bars, and it turns out to be a lot of them. $20 billion, all sitting in the equivalent of a bank vault.
The massive scale of this scam–which as with so many things is SOP at government agencies–blows your mind. Pushing $20 billion out the door to friends of the administration with little to no financial controls, zero accountability, and lots of malice aforethought is only different in scale and not in kind.
Snip.
…It’s a green slush fund. $20B parked at an outside bank towards the end of the Biden administration, given to just eight NGOs…These NGOs were created for the first time, many of them just to get this money. And their pass-throughs…So the EPA entered into this account control agreement with these entities, Treasury enters into a financial agent agreement with the bank, and they design it to tie the EPA’s hands behind their back -to tie the federal government’s hands behind its back. So when the money goes through the NGOs to subgrantees, many of them also pass-throughs, we don’t know where it’s going. We don’t have the proper amount of oversight. And, as you pointed out, it’s going to people in the Obama and Biden administrations, it’s going to donors. It’s not going directly…to remediate that environmental issue…deliver that clean air…’
This is just some stunning stuff. As Zeldin told the NY Post:
…As Zeldin told The Post: “Of the eight pass-through entities that received funding from the pot of $20 billion in tax dollars, various recipients have shown very little qualification to handle a single dollar, let alone several billions of dollars.”
He’s called for the EPA’s inspector general to investigate; who knows what other rank misuse that might turn up.
Bondi and Patel are already on the case, and I hope someone from Scott Bessent’s Treasury IG thinks they should be as well.
Crawl up their collective butts, the lot of them.
No wonder Democrats continued to treat Abrams like a rock star despite high profile electoral flameouts. She’s evidently a vitally important nexus in their graft distribution schemes. (Hat tip: Stephen Green at Instapundit.)
At some point, some president was going to have to stop the unsustainable spending and borrowing.
To have any country left, some president would eventually have had to restore a nonexistent border and stop the influx of 3 million illegal aliens a year.
Some commander-in-chief finally would have to try to stop the theater wars abroad.
But any president who dared to do any of that would be damned for curbing the madness that his predecessors fueled.
And so none did—until now.
Not since Franklin Roosevelt’s rapid and mass implementation of the New Deal administrative state have Americans seen such radical changes so quickly as now in Trump’s first month of governance.
Americans are watching a long-awaited counter-revolution to bring the country out of its madness by restoring the common sense of the recent past.
It is easy to run up massive debts and hard to pay them back. Politicians profit by handing out grants and hiring thousands with someone else’s money or creating new programs by growing the debt.
Yet it is unpopular and considered “mean” to spend only what you have and to create a lean, competent workforce.
1776, not 1619, is the foundational date of America.
Biological men should not manipulate their greater size and strength to undermine the hard-won accomplishment of women athletes.
Affordable fossil fuels, when used wisely, are still essential to modern prosperity.
American education must remain empirical and inductive, not regress into indoctrination and deduction. If college campuses no longer abide by the Bill of Rights, then perhaps they should pay taxes on income from their endowments and guarantee their own student loans.
If American citizens are arrested and arraigned for violent assaults, destroying property, and resisting arrest, then surely foreign students who break the laws of their hosts should be held to the same account—and if guilty, go home.
Tribalism and racialism, and government spoils allotted by superficial appearances, are the marks of a pre-civilized society. Such racialism leads only to endless factions and discord.
It is easy to destroy a border, and hard to reconstruct it. And it was not Trump who invited in 12 million unaudited illegal aliens, a half million of them criminals.
Who is the real culprit in the Defense Department—the new secretary with the hard task of restoring the idea among depleted ranks that our race, religion, and gender are incidental, not essential, to defeating the enemy and ensuring our national security?
Is it really wise to divert money from needed combat units and weapons to indoctrinate recruits with social and cultural agendas that do not enhance, but likely undermine, our national defenses?
Who is the real callous actor—Elon Musk, who is trying to prevent the country from insolvency by eliminating fraud and waste, or those who bloated the bureaucracy in the first place with jobs and subsidies for their constituents, friends, clients, and fellow ideologues?
No one likes to fire FBI agents.
That certainly is an unpleasant job for the new FBI Director, Kash Patel.
But again, who are the true culprits who so cavalierly turned a hallowed agenda into a weaponized tool to warp elections, harass political enemies, lie under oath, surveil parents at school board meetings, doctor court documents, and protect insider friends?
Massive borrowing is an opiate addiction that needs shock treatment, not more deficits to break the habit. An unchecked administrative state becomes an organic organism that exists only to grow larger, more powerful, and more resistant to any who seek to curb it.
“DOGE reveals most savings at Dept. of Education with nearly $1B cut. DOGE claims to have saved the most money at the U.S. Department of Education out of any government agency through cuts in wasteful spending. DOGE launched an ‘Agency Efficiency Leaderboard’ that ranks government agencies based on how much wasteful funding has been cut, and the Dept. of Education is ranked in first place.”
Campus Reform reported that DOGE has canceled nearly $900 million in contracts and training grants at the Department of Education.
This includes “over $600 million in grants to institutions and nonprofits that were using taxpayer funds to train teachers and education agencies on divisive ideologies” such as critical race theory (CRT) and diversity, equity, and inclusion (DEI), according to a press release from the department.
“Diversity” had already been around for many years, its hustler scratching at the university door. Not actual diversity, mind you, but the skin-deep diversity of noxious racialism tarted-up with fake Enlightenment discourse. This concept of “diversity, equity, inclusion” quickly metastasized until it was everywhere, and this was no accident. It was a bureaucratic initiative designed to anchor a new raft of social justice programs as an inescapable presence on the campus.
It was no accident that it was violence and the threat of violence that opened the door for this effervescence of DEI. It sounded absurd. I knew it was absurd; I knew it was a con. Most people likely knew it was a con but then most people on the campuses also knew to keep their mouths shut in a time of hair-trigger tempers and performative chaos unleashed by well-funded activist groups. No college administration wanted the summer violence of 2020 overflowing onto the campuses. And so they opened the university to barbarian ideas rather than the barbarians themselves.
This was the madness of crowds brought en masse onto the campuses, and it was wildly successful. It achieved this success with a superb combination of psychological factors—relentless hustling, a primitive ideology suffused with mysticism and “indigenous knowledges,” and the barely concealed violent urges of quasi-communist and terroristic revolutionaries. All of this shielded from criticism and even the mildest of questioning.
You knew something was terribly wrong with it.
Anyone on a college campus subjected to the mediocrity of a DEI hustler knew there was something wrong with it.
It was not noble. It was not idealistic. It was not the many wonderful things its proponents said. It was one thing to the public, and it was another altogether when enacted on the campuses. It was weird and alien and hateful at its core, but the public is rarely exposed to any of this. It was the classic Potemkin village offering, with a façade masking a brute, racialist substance.
In other words, it was a con. In fact, it was the biggest Con Story of the 21st century, with America’s universities the biggest suckers imaginable. And the crowning achievement of Western civilization—the modern university—tottered under the assault of mediocrity, racialism, and pseudoscience.
I suppose that folks duped by the big cons will eventually retreat in their embarrassment at having been fooled by one of the shadiest Con Stories ever deployed. Even now, DEI is in retreat. As it plays out in its final act, I assure you that it will dissipate in a flurry of new acronyms and new labels designed to hide its failure.
Its proponents will roll out new slogans to replace the vapid “Diversity is our strength.” Already, “inclusive excellence” is supplanting DEI as this trusty acronym becomes freighted with failure. The Con Story will morph and adapt. Reluctantly. Buzzwords will change, new slogans will be coined, but the underlying ideology will remain the same as it always has. It must serve yeoman’s duty for the Big Con.
A bill came up in the senate to block men from women’s sports and every Democrat voted against it. The social justice hive mind is still controlling the Democrat party.
California Democratic Governor Gavin Newsom, however, has broke ranks on men playing women’s sports. Sort of. Kinda. “Notice that at no point does Newsom add, ‘And thus, I will be pushing to repeal the 2013 law that gave students the right to participate in sex-segregated programs, activities and facilities based on their self-identification and regardless of their birth gender.’ He feels that those born male participating in women’s sports is unfair, but not quite strongly enough to do anything about it.”
Guaranteed Income scheme once again fails to improve lives of recipients. “Receiving guaranteed income had no impact on the labor supply of full-time workers, but part-time workers had a lower labor market participation by 13 percentage points.” And recipients smoked more. (Hat tip: Director Blue.)
The first and most important question is whether Russia has lost the war. Wars are fought with an intent formed by an imperative. A prudent leader has to take steps to avoid the worst possible outcome, and Putin, as a prudent leader, prepared for the possibility that NATO would choose to attack Russia. He expressed this fear publicly so the only question was how to block an attack if it occurred. He needed a buffer zone to significantly impede a possible assault.
That buffer was Ukraine, and he on several occasions expressed regret that Ukraine had separated from Russia. The distance from the Ukraine border to Moscow, on highway M3, is only about 300 miles (480 kilometers). Russia’s nightmare was that Germany could surge its way to Moscow. Three hundred miles by a massive force staging a surprise attack is not a huge distance. He rationally needed Ukraine to widen the gap.
I predicted years before the war that Russia would invade Ukraine to regain its buffers. That Russia wanted to take the whole of Ukraine is confirmed in its first forays into the country. The initial assault was a four-pronged attack, one thrust from the east, two from the north and one from the south via Crimea. The two northern prongs were directed at the center of Ukraine and its capital, Kyiv.
Details of the failure of that plan snipped since I covered that as it was happening.
It is clear that the Russians intended to take all of Ukraine. They made minor gains in the east, but their northern penetration failed, as did any attempts to turn westward. It is true that they have gained territory in Ukraine, but it is far from what their initial war plan was designed for. Now their argument is that they never wanted more territory in other parts of the country.
To call this a Russian success is false, and to call a failed war plan a defeat is reasonable. The war was meant to gain a buffer against NATO, and in that, Moscow failed. But it was also intended to be a demonstration that Russia was still a great power. After three years, a major commitment and, by most reports, close to a million dead Russian soldiers, Russia has little more than 20 percent of Ukraine. It also failed to demonstrate the power of the Russian army. Therefore, except for its nuclear capabilities, it is not a military threat or a great power.
The issue now is whether Russia, assuming it agrees to some kind of negotiated settlement, can launch another war. Here it’s important to note that while Putin is powerful, he is not an absolute ruler. He cannot govern Russia the way, say, Stalin did. Under Stalin, Moscow ruled Russia down to the smallest homes in the smallest villages. He ruled not only through military and law enforcement but also through the rank-and-file members of the Communist Party who drew benefits from their membership in return for vigilance. They reported misdeeds, real and imagined, to the internal police, which was controlled by the party, which was controlled by the Politburo, which was controlled by Stalin. Later iterations would be slightly less deadly, but the instruments of oppression were always there.
The collapse of the Soviet Union meant the collapse of the Communist Party. The structure of terror no longer functioned.
Putin’s goal was to resurrect Russia. But with the Communist Party gone, the state structure was also gone. Putin had to find a new base. He had only one source of power: the oligarchs. Between Mikhail Gorbachev and Putin, the party’s assets were sold off to private citizens on the basis of their relationship with the government. The agreement was simple: Putin and his subordinates distributed vast industries and other things of value to the new oligarchs, who pledged to support the regime with money and deference, as well as a network of political and economic relationships that gave them significant influence.
Putin handled the politics — and apparently was well paid. The oligarchs became fabulously wealthy, and for most Russians life improved, as the new arrangement ended the terror and created employment. Disagreement was no longer a capital offense, and the media was comparatively independent and reliable. It was not long before the new private enterprises started entering the global market.
Putin was in charge at first, but in short order power was transferred to the oligarchs who underwrote the regime. They depended on access to European markets for their revenue, and many lived outside of Russia and expected Putin to facilitate trade. But when Putin’s initial invasion of Ukraine in February 2022 failed, many of the most lucrative markets closed their doors to the oligarchs and Western investment cratered. Putin ordered the oligarchs to return to Russia, which many did. However, some of the oligarchs were not happy with their former patron and left Russia permanently, or until the political and economic environment would shift. That this has gone on for three years has created serious problems for them. They wanted the war over and a settlement reached long ago.
Snip.
Putin must end the war and hope for the best. The best way to end a failed war is to declare victory and go home. Putin is declaring victory by saying he got all he wanted. But only Americans believe that. The Russians know they lost. The question is not how Putin will suppress dissent. It is how he will deal with the devils he created, and how the country responds if he doesn’t. A reign of terror might help, but there is no mechanism to carry it out now, and later is too late.
U.S. President Donald Trump knows the game that is playing out. The one who blinks loses. It won’t be Trump. He will take every bit of power and every cent he can from Putin’s weakness. Like a good hedge fund manager, one moment he says he is Putin’s friend, the next moment he will walk away from the deal. Then, after the borrower really starts sweating, he will come back. Trump holds the cards in this business. And he wants some of Putin’s economic and geopolitical power.
What SpaceX is building is more than just a rocket. Starship is a strategic weapon, not as a one-off but as a fleet. A fully reusable heavy-lift system capable of hauling 200 tons per launch per rocket is not just an engineering marvel: it’s a military revolution.
Why? Because a fleet of Starships could land an entire armored division anywhere on Earth in under an hour and keep it supplied in the field.
Just as the speed of tanks revolutionized warfare between the World Wars, this development changes everything. Forget C-17s and cargo ships: you might as well use horses and wagons. A fleet of Starships is not just an incremental improvement in logistics: it’s a fundamental shift in the nature of warfare. The ability to almost instantaneously create and reinforce a whole combat theater anywhere on Earth will give the United States overwhelming power, unlike anything heretofore seen outside of science fiction.
And let me stress: we’re not just talking about the initial deployment. The bigger deal is the resupply. It took six months in 1990-91 for the United States to get its forces in position to invade Kuwait. Maintaining them in the field required a constant stream of slow-moving cargo ships from U.S. ports halfway around the world. A decade later, and for 20 years thereafter, a similar supply chain ran through Karachi, Pakistan, up a rail line, then on truck convoys over the Khyber Pass. Since that was often impractical (there were these pesky Taliban guys about), the military frequently had to rely on the only available alternative, a grueling 36 hours on a C-17 (including layovers). All of this depended on deals with shady, unfriendly countries, subsidies (bribes), and endless risk of attacks on our personnel.
What if you could ship everything you wanted anywhere in the world straight from Texas? Or Florida? Or anywhere else? In under an hour?
Wars are often won by those who can move the fastest, supply the best, and sustain their forces longest. A conflict in Taiwan or the Baltics could see adversaries complete their objectives before the U.S. military can even begin meaningful counter-operations.
Starship negates all these timelines. Instead of waiting days or weeks for military assets to arrive by conventional means, forces could be on the ground on the same day as an invasion. No need for prepositioned stockpiles, forward operating bases, or painfully slow sealift capabilities. Those days are over.
In a Taiwan crisis, Starship could land American armor and mechanized infantry before the People’s Liberation Army (PLA) finishes crossing the Strait. It would change the strategic calculus entirely. Every U.S. war game predicting Taiwan’s fall under a rapid Chinese assault assumes conventional response times. Starship forces a complete rethink, for both sides. It will allow American forces to arrive in time to fight the decisive battle, not the delayed counter-offensive.
I think the Starship assembly timeline is a bit optimistic, but point-to-point global logistics really is a game-changer. (Hat tip: Mark Tapscott at Instapundit.)
California is getting the energy policy it deserves, good and hard.
Back when I served in the California State Assembly from 2004 to 2010, California ranked 7th or 8th in the nation for electricity costs. At the time, the Democratic majority in Sacramento was pushing bill after bill mandating greater reliance on renewable energy, assuring everyone that these policies would make us look like “geniuses” when the price of fossil fuels inevitably soared.
I warned that these laws, regulations and subsidies would instead drive up electricity costs for Californians, making the grid less reliable and California’s economy less competitive.
Now, two decades later, the results are in. In 2024, the U.S. Energy Information Administration (EIA) reported that California had the second-highest electricity prices in the nation for the second year running, behind only Hawaii. The Golden State’s misguided energy policies have steadily increased the price of electricity as green energy mandates, grid instability and regulatory burdens have taken their toll. Meanwhile, states with more balanced energy policies — natural gas, coal and nuclear power — have fared far better.
What’s worse, California’s natural advantage in AI will be lost to Texas and other low-cost energy states. California’s industrial electricity prices averaged 21.98 cents per kilowatt-hour in 2023 vs. 6.26 in Texas, a whopping 251% price premium that no electricity-hungry AI installation or server farm operator is going to pay.
The core issue is simple: California’s policymakers prioritized renewable energy mandates over affordability and reliability. Over the years, they have forced utilities to integrate ever-growing amounts of wind and solar power while discouraging natural gas, nuclear and large-scale hydroelectric projects. These decisions ignored the reality that intermittent renewables require extensive grid upgrades, costly backup power sources and expensive storage solutions — all of which drive up costs for consumers and industry.
California’s high electricity prices are not an accident; they are a direct consequence of these policies. The state’s cap-and-trade system, restrictive permitting laws and mandates like the Renewable Portfolio Standard (which requires utilities to generate 60% of their electricity from renewables by 2030) have all contributed to rising rates.
At the same time, bureaucratic obstacles have made it nearly impossible to build new natural gas plants or modernize existing infrastructure. From 2014 to 2024, California approved or built only five natural gas plants, four of which replaced older facilities for a total output of up to 4 gigawatts. By comparison, in the prior 10 years, California commissioned dozens of plants totaling more than 20 gigawatts of nameplate capacity.
Follow-up: Remember the guy who opened fire at a band competition before being tackled by four band parents? He died in the hospital.
“Honors student sues Connecticut school district for not teaching her to read and write. Meet Aleysha Ortiz, a 19-year-old who graduated with honors from Hartford Public High School in Connecticut. It would seem congratulations are in order … except she says she’s functionally illiterate.”
Developed between World War I and World War II by both the German and British armies, what came to be known as “blitzkrieg” (or “lightning war”) was a maneuver warfare doctrine in which the attacking force moves so fast that the enemy has a “nervous breakdown” because they’re always reacting too late to events that have already changed.
Trump is carrying out an executive order blitzkrieg, issuing so many executive orders so quickly to undo the damage of the Biden (and Obama) years. Today I want to highlight just a few related to border security and deporting the millions of unvetted illegal aliens the Biden Administration deliberately let into the country.
“On his first day in office, President Donald Trump began undoing the damage at the southwest border. Some of his first executive orders included declaring a national emergency at the border, establishing a process to designate cartels as Foreign Terrorist Organizations, and protecting America from invasion.”
When will border czar Tom Homan’s illegal alien roundups and deportations start? They’ve already started.
U.S. Immigration and Customs Enforcement officers arrested at least 308 illegal immigrants on President Donald Trump’s first full day in office, border czar Tom Homan announced Wednesday.
On Tuesday, immigration authorities began arresting hundreds of illegal immigrants who have committed violent crimes, including murder and rape. Over 1.4 million immigrants residing in the U.S. illegally will be prioritized in the early days of Trump’s second term.
“We’re concentrating on the worst first,” Homan told Fox & Friends host Lawrence Jones Wednesday morning, noting ICE is focusing on arresting “public safety threats” and “national security threats” as Trump promised.
“Some of them were murderers. Some of them were rapists. Some of them raped a child. Some sexually assaulted a child,” the border czar said of the 308 detainees.
National Review contacted DHS and ICE for comment on additional details of the arrested criminal aliens.
“ICE is doing their job” and “performing excellently right now out in the field,” Homan added.
On Monday, Trump declared a national emergency to secure the southern border and halt the historic surge of illegal immigrants that proliferated under former president Joe Biden for four years.
About 11 million immigrants were living in the U.S. illegally as of 2022, according to an April 2024 report from the Office of Homeland Security Statistics. That figure is likely higher now due to record border crossings under Biden.
Immigration raids in metropolitan cities are part of the new administration’s overarching vision for tackling illegal immigration.
Though it was initially reported raids would start in Chicago on Tuesday, the sanctuary city hasn’t seen much federal activity yet. Bracing for the expected raids, Chicago residents are largely staying inside, causing foot traffic in the city’s shopping district to drop by half.
Posing logistical challenges, the mass deportation operation needs detention centers to house illegal immigrants before they can be deported. ICE operates about 200 detention facilities across the U.S., but more may be needed. Large-scale deportations are expected to start as soon as this week.
Moreover, Trump authorized the deployment of up to 1,500 additional active-duty troops to the southern border on Wednesday. There are already roughly 2,200 troops in El Paso, Texas, the site of numerous border crossings in recent years.
Speaking with Fox News, Homan revealed there were 766 total apprehensions at the southern border in the last 24 hours since Trump took office. The border czar called the drastic shift in immigration policy a “game-changer.”
Trump has reinstated his highly successful remain in Mexico policy.
The CBP One app that the Biden admin used to fly over one million illegal aliens into America on domestic flights has been shut down. I wonder if the people who approved and developed an app that breaks federal immigration law can be charged.
On Monday, the new Trump Administration’s Department of Homeland Security (DHS) repealed a crucial memorandum from former DHS Secretary Alejandro Mayorkas that imposed severe limits on the capabilities of Immigration and Customs Enforcement (ICE) agents to deport illegal aliens.
According to Fox News, the now-repealed memo from Mayorkas designated certain “protected areas” where ICE was not allowed to enforce immigration law, including the arrest and deportation of illegals. The order dictated that ICE was not allowed to interfere with illegal aliens’ “access to essential services or engagement in essential activities.” These “protected areas” included schools, churches, healthcare facilities, and food banks, among others.
“In our pursuit of justice, including in the execution of our enforcement responsibilities, we impact people’s lives and advance our country’s well-being in the most fundamental ways,” said Mayorkas at the time his original memo was issued. “As a result, when conducting an enforcement action, ICE and CBP agents and officers must first examine and consider the impact of where actions might possibly take place, their effect on people, and broader societal interests.”
“Going forward, law enforcement officers should continue to use that discretion along with a healthy dose of common sense,” the new Trump Administration memo declared. “It is not necessary, however, for the head of the agency to create bright line rules regarding where our immigration laws are permitted to be enforced.”
The order will allow ICE agents to go anywhere illegals may be, including schools and churches, for the purpose of apprehending and deporting them swiftly. President Trump has vowed to carry out the largest mass deportation operation in American history, with Border Czar Tom Homan admitting in an interview that ICE raids are already occurring across the country.
In addition to the expedited deportation efforts, a second memo from the Trump Administration’s DHS ordered a review of the use of “humanitarian parole,” which the Biden Administration used to allow hundreds of thousands of illegals into the country with no vetting.
It’s not just Mexico that’s agreed to take back illegal aliens. India is taking back 18,000 as well.
Democrats, of course, are making all sorts of noises about the raids are “illegal” and “unconstitutional,” issues they never seemed to raise while Biden was breaking the law flooding the country with illegal aliens.
The next steps should be adopting universal implementation of E-Verify for employment, and completely defunding all NGOs helping import illegals into America, including those involved in child sex trafficking.
We’ve previously covered that China’s demographics are in severe decline and that China’s GDP may be overstated by 60%. Now a researcher says that China’s population could be overstated by 37-50%.
(Before we dig in, two caveats: First, the channel is Lei’s Real Talk, from someone who came over from communist China and was a student in the U.S. during the Tiananmen Square crackdown, but she doesn’t use her full name, which she says is to protect her family back in China. Second, she’s using AI to answer some of her questions. Still, the math-based questions don’t seem conducive to the “AI hallucinations” we see elsewhere, but some caveat lictor seems in order.)
“We know China is facing a series of economic challenges. Weak consumer, confidence falling real estate prices, high debt, industrial overcapacity, sluggish exports, and so on and so forth. But the underlying issue of the faltering economy, in my opinion, is a severe population crisis.”
“China’s actual population is far below than the official figure of 1.4 billion.”
“I want to compare China and India’s population between the 30-year period from 1990 to 2020. Let’s also compare their average fertility rate between the two countries and their medium age.” If you run those very basic numbers, things don’t add up.
“In 1990, China’s population is over India is by about 270 million [1.14 billion vs. 870 million], and 30 years later China’s population is still over India by 30 million [1.41 billion vs. 1.38 billion].”
“However, if you look at the fertility rate, India’s average fertility rate [2.97%] during the 30 years years is so much higher than China’s [1.70].” All these are the official published rates.
“With that kind of fertility rate in India consistently over 30 years, India’s population should be larger than China’s. Mathematically it’s impossible that China’s population is still greater than India’s.”
I’m skipping over a detailed breakdown of the two country’s respective fertility rates by decades.
“I asked GPT to apply the fertility rates for each country and give me the total population in 2020 for India and China respectively, and this is the results it generate. In 2020 population, India’s population was 1.38 billion, China’s was only 890 million.” India’s number is off the official figure by 4%. China’s number is off by 37%, or 520 million people. And this is at a time when life expectancy for China has been increasing.
Analysis of various other population factor considerations snipped.
“I asked AI to recalculate everything by replacing the official fertility of 1.7 and 1.5 from the year to 2000 to 2010 replaced them with Dr. Yi Fuxian [University of Wisconsin Madison demographic researcher whose work we previously mentioned here] fertility assessment of 1.1. It came up with a shocking total population of 695 million, and that’s less than half of the announced population of 1.4 billion.”
We didn’t see a huge drop in economic output because China’s economy is investment driven.
“Population loss took place over 30 years, and particularly started since 2000, and this reduction in population didn’t show up as reduction in consumer spending until this generation reached the age of 18, or even older, when they started to spend money. So now we start to see the impact on consumer spending because there’s a time lag.”
Plus Flu Manchu deaths.
“China suddenly saw a wave of kindergarten closures, so in some cases private kindergartens have been shrunk by 20% in some regions.”
“So for all these factors combined, I think China’s real population may be between 600 million and to 800 million.”
Given the GDP overstatement estimates, this enormous overstatement of China’s population seems plausible. It also makes all those wild claims of “China will soon overtake the US economically” look even more ridiculous.
China’s “one child per couple” policy will be seen by future generations as one of the greatest self-inflicted catastrophes in history.
The fake Kamala bubble evaporates, another would-be Trump assassin is arrested, more Chinese spies on the staff of high profile Democrats, more NYC corruption raids, Ukrainian drones heat things up around Moscow, Intel and Stellantis layoff thousands each, another Harris County Democrat double-dips, a bit about Idaho, and some really stupid sailor shenanigans.
It’s the Friday LinkSwarm!
Evidently jailing Trump right before an election was a kangaroo too far even for this kangaroo court, so Trump’s sentencing has been pushed to after the election. “Judge Juan Merchan ruled Friday that Trump’s sentencing will take place on November 26, three weeks after election day, ensuring that Trump will not be sentenced in any of his criminal cases leading up to the election.”
In the friendliest possible format — a joint interview with VP nominee and emotional-support midwesterner Tim Walz, conducted by Dana Bash with the delicacy of an ornithologist gently hand-feeding hatchling chicks — Harris has revealed that her gaseously mindless word-cloud of a campaign is in fact an accurate reflection of her own personal vacuousness.
To be sure, Harris did not memorably self-destruct tonight. Whatever her failings, they are not those of Joe Biden, who couldn’t even articulate his words without slurring by the end. Her inarticulateness tonight was of the sort already known to be a Harris trademark, the endless jumble of nonsensical, comically vapid stock language. When she could fall back on a memorized list of talking points, she presented somewhat normally; the second she was required to respond directly to a question, then she began to spin out otiose nonsense like a pasta chef catering a Sicilian banquet. You could practically see the gears turning inside her head as she cast her eyes downward, stared laser-beams into the floor, and groped for cliches. She was more muted tonight than usual — her aides clearly ordered her never to display mirth under any circumstances, for fear the Kamala Kackle might emerge — and as a result, while she simulated sobriety for the most part, her body language was pronouncedly downbeat.
And all throughout she offered no answers to any policy questions whatsoever, nor any explanation for her various changes of position between 2020 and now. In theory, Bash asked most of the “right questions”; in practice, the way she solicitously asked them — sometimes even helpfully offering in advance a multiple-choice list of acceptable answers for Harris to choose from — turned them into cream puffs that Harris immediately used to serve up word salad.
Bash’s most pointed moment was when she pushed Harris about why she changed her position on a national fracking ban between 2020 and the present campaign. Harris’s answer was little more than, “Well, because I changed my mind when I became Joe Biden’s VP.” In the real world, anyone familiar with politics well understood that her “position” changed because Joe Biden — the presidential nominee — demanded it, and no other reason. Which of course is why it’s impossible to believe her when she says this is now her sincerely held view, as opposed to something to later be discarded once she can set her own priorities.
Eric Weinstein told Chris Williamson on the “Modern Wisdom” podcast that Donald Trump’s presidency has disrupted the old “rules-based international order,” which many view as an attempt to control global stability and wondered if the Republican nominee will “be allowed” to reenter the White House if elected in 2024. Weinstein argued that Trump’s unorthodox approach challenged the status quo, exposing flaws in the system and revealing that the impact of populist leaders on democracy and international agreements is more complex and significant than previously understood.
CHRIS WILLIAMSON: When we spoke at the start of the year, I said it was way too close to November to switch anybody out. Turns out that I was wrong.
ERIC WEINSTEIN: Beginner’s luck.
CHRIS WILLIAMSON: You said what are the odds that Joe Biden has a debilitating event between now and November including death, so he runs a one in 20 chance of dying in any given year or above that. I don’t think you know whether he’s even going to make it to November debilitating event could have been a debilitating public event
ERIC WEINSTEIN: I purposefully left it vague. I didn’t say the other part of it, which I now feel comfortable saying, which is…
CHRIS WILLIAMSON: What do you mean by that?
ERIC WEINSTEIN: I think there’s a remarkable story, and we’re in a funny game, which is: are we allowed to say what that story is? Because to say it, to analyze it, to name it, is to bring it into view. I think we don’t understand why the censorship is behaving the way it is. We don’t understand why it’s in the shadows or why our news is acting in a bizarre fashion. So let’s just set the stage, given that that was in February.
There is something that I think Mike Benz has just referred to as the rules-based international order. It’s an interlocking series of agreements, tacit understandings, explicit understandings, and clandestine understandings about how the most important structures keep the world free of war and keep markets open. There has been a system in place, whether understood explicitly or behind the scenes or implicitly, that says the purpose of the two American parties is to prune the field of populist candidates so that whatever two candidates exist in a faceoff are both acceptable to that world order.
From the point of view of, say, the State Department, the intelligence community, the defense department, and major corporations involved in international issues—from arms trade to, oh, I don’t know, food—they have a series of agreements that are fragile and could be overturned if a president entered the Oval Office who didn’t agree with them. And if the mood of the country was, “Why do we pay taxes into these structures? Why are we hamstrung? Why aren’t we a free people?” So what the two parties would do is run primaries with populist candidates and pre-commit the populist candidates to support the candidates who won the primaries. As long as that took place and you had two candidates that were both acceptable to the international order—that is, they aren’t going to rethink NAFTA or NATO or what have you—we called that democracy. And so democracy was the illusion of choice, what’s called magician’s choice, where the choice is not actually, you know, “pick a card, any card,” but somehow the magician makes sure that the card that you pick is the one that he knows.
In that situation, you have magician’s choice in the primaries, and then you’d have the duopoly field: two candidates, either of which was acceptable, and you could actually afford to hold an election. That way, the international order wasn’t put at risk every four years because you can’t have alliances that are subject to the whim of the people in plebiscites.
Under that structure, everything was going fine until 2016, when the first candidate ever to not hold any position in the military nor any position in government in the history of the Republic, Donald Trump, broke through the primary structure. Then there was a full court press: “Okay, we only have one candidate that’s acceptable to the international order. Donald Trump will be under constant pressure—he’s a loser, he’s a wild man, he’s an idiot, and he’s under control of the Russians.” And then he was going to be, you know, a 20-to-1 underdog, and then he wins. There was no precedent for this. They learned their lesson: you cannot afford to have candidates who are not acceptable to the international order and continue to have these alliances. This is an unsolved problem.
A Missouri man is facing federal charges following a series of alleged violent threats made via social media against former President Donald Trump, Republicans at large, and law enforcement officers, according to a criminal complaint filed in the Western District of Missouri on Aug. 30.
Justin Lee White, 36, is accused of using interstate communication to spread a slew of online threats to injure Trump, Republicans, and law enforcement in violation of federal law, culminating in a multi-agency investigation led by the FBI, according to the complaint.
Speaking of Trump assassination attempts, DHS personnel assigned to the protective detail for Trump’s Butler rally were given rigorous training. And by “rigorous training” I mean “they sat through a two hour webinar.”
Remember that “Harris Surge” in polls? Yet again, it was a case of oversampling.
As we’ve been highlighting since 2016, polls are not to be trusted thanks to various ‘tricks of the trade’ – most commonly, oversampling.
Last month we noted how the founder of the main outside spending group backing Kamala Harris for president says their own internal opinion polling is “much less rosy” than public polls.
“Our numbers are much less rosy than what you’re seeing in the public,” said Future Forward super PAC president Chauncey McLean said during a Monday event hosted by the University of Chicago Institute of Politics.
Now, the Washington Times reports that some pollsters are even sounding the alarm over Vice President Kamala Harris’ so-called ‘surge’ in the polls – which Harris pulled ahead in after replacing President Joe Biden as the Democratic nominee on July 21.
Since the switch, Harris is leading Trump nationally by nearly 2 percentage points and is either leading or tied with him in all seven battleground states. However, Republican analysts argue that these polling numbers may not accurately reflect voter sentiment due to biased polling methodology…
Critics point out that many polls have been sampling a disproportionately smaller share of Republican voters compared to exit poll data from the 2020 presidential election. The result, they say, is a misleading “phantom advantage” for Ms. Harris. According to them, this skewed sampling could be a strategic move to boost enthusiasm and fundraising for Ms. Harris’ campaign.
Trump campaign strategist Jim McLaughlin echoed this sentiment, stating, “They undersample Republicans” intentionally “to tamp down support and donations for Trump.” He added that the polls are part of a larger effort to create a narrative that favors Harris.
Trump has openly criticized the poll results. “It’s fake news,” Trump declared during a rally in Michigan. “They can make those polls sing.”
“Billionaire Mark Cuban Asked His Followers If They’d Prefer Their Kids Be Like Trump or Harris.” Turns out they preferred Trump by more than 2-1. (Hat tip: Instapundit.)
Another week, another high profile Democrat’s aide turns out to be a Chinese spy.
Linda Sun, a former aide to New York governor Kathy Hochul, acted at the direction of Chinese government and Chinese Communist Party officials while serving in state government, federal prosecutors alleged in an indictment Tuesday.
In a statement, the U.S. attorney’s office in the Eastern District of New York said that Sun was arrested Tuesday morning with her husband, Christopher Hu. They were expected to be arraigned later in the day.
Sun is a former deputy chief of staff to Kathy Hochul and has served in numerous roles throughout New York State government since her first post under the administration of former governor Andrew Cuomo in 2012. Before that, she served as Representative Grace Meng’s chief of staff, when the Queens Democrat served in the New York State assembly.
“As alleged, while appearing to serve the people of New York as deputy chief of staff within the New York State Executive Chamber, the defendant and her husband actually worked to further the interests of the Chinese government and the CCP,” U.S. Attorney Breon Peace said.
The federal government is alleging that Sun was an unregistered agent of the Chinese government and that her husband engaged in money-laundering while they benefited from millions of dollars in bribes from Chinese officials.
The indictment details a shocking pattern of collaboration with China’s consulate general in New York, with Sun at one point in 2020 letting a Chinese diplomat listen in on a private conference call for New York officials regarding the state government’s response to the Covid pandemic.
Chinese-government and CCP officials directed her to block Taiwanese officials from engaging with officials from New York. Beijing views the current government of Taiwan as a traitorous separatist movement and wants to annex the country.
According to court documents, Taiwan’s de facto consulate in New York City invited an unnamed politician, a description that matches the profile of then-governor Andrew Cuomo, to attend a banquet honoring then-Taiwanese president Tsai Ing-wen during her stopover in the city in 2019. Sun forwarded information about the invite to a Chinese official, telling that individual, “I sent you an email / Just an FYI / I already blocked it.” She then declined the invitation without consulting other New York executive chamber officials.
When Sun later asked a colleague to check if the politician was registered for the banquet, that staff member said that it was not on the schedule. Sun replied: “Perfect!”
She also manipulated messaging from the New York governor’s office, while consulting Chinese diplomats, the indictment stated.
Federal agents on Wednesday zeroed in on the highest ranks of Mayor Eric Adams’s administration, searching a home and seizing the phones of the New York City police commissioner, the first deputy mayor, the schools chancellor and others, according to people with knowledge of the matter.
The police commissioner. They seized the police commissioner’s phones. Wow.
Among the other officials the federal investigators sought information from were the deputy mayor for public safety and a senior adviser to the mayor who is one of his closest confidants, the people said. Both men have had other legal challenges.
The agents also searched the home and seized the phone of a consultant who is the brother of both the schools chancellor and one of the deputy mayors, the people said.
The nature of the investigations is unclear, but it appears that one is focused on the senior City Hall officials and the other touches on the police commissioner, the people said.
…
Representatives of the City Hall officials — the first deputy mayor, Sheena Wright; her partner, Schools Chancellor David C. Banks; the deputy mayor for public safety, Philip Banks III; and a senior adviser to the mayor, Timothy Pearson — could not be reached or declined to comment.
The consultant, Terence Banks, a brother of Philip Banks and David Banks, recently opened a government and community relations firm aimed at closing a gap “between New York’s intricate infrastructure and political landscape.” He, too, could not be reached for comment.
Several of the officials had their phones seized or records of their communications subpoenaed.
…
In addition to the police commissioner, Edward A. Caban, several other department officials, including Mr. Caban’s chief of staff and two Queens precinct commanders, also had their phones taken by federal agents, two of the people said.
Says Dwight: “It sounds like the whole Adams administration is so packed with corruption, they can’t even keep the lid screwed on.”
Behind the statistics: “August: 635K Foreign-Born Workers Gained Jobs as 1.3 Million Americans Lost Jobs.”
Germany’s conservative, populist, pro-border security Alternative for Germany won big in this week’s elections. Of course, the media, in unison, denounces anyone who objects to the mass importation of unassimilated Muslims into any European country as “far right.” And in Germany, this means they invariable compare Alternative for Germany to a certain mustachioed National Socialist.
President Trump endorses marijuana decriminalization vote. “Florida’s Amendment 3, titled Recreational Marijuana, would allow adults who are at least 21 years of age have up to 3 ounces of marijuana (a ‘small amount’?) and up to 5 grams of marijuana concentrate. At present, the state only allows medical patients with qualifying conditions to legally buy and possess cannabis.” Marijuana prohibition hasn’t worked. Full-bore marijuana legalization seems to have brought a whole host of problems, especially in blue states. Florida will provide another statewide laboratory of democracy to calibrate an approach.
Lowes may be getting out of the culture wars, but Home Depot is still in, having “partnered with LGBTQ mafia organization Human Rights Campaign on a school program that taught radical gender theory to elementary school kids.”
That budget deficit might also cause the Labour government to pull out of the F-35 procurement program. “Despite previous plans to acquire 138 F-35s, only 48 have been ordered.”
The head of Harris County’s Public Health Department, who was fired last week, has also been working for a California county since last January. Questions are swirling about her work in Texas, including her role in awarding a contract for sending mental health workers instead of police on some 911 calls.
Sources also say there is a pending criminal investigation into the county’s health department and related contracts.
County officials announced last Friday that Executive Director of Harris County Public Health Barbie Robinson had been dismissed, just days after the Houston Chronicle reported on communications surrounding a $6 million contract awarded to DEMA, a California-based company, to run the county’s Holistic Assistance Response Teams (HART).
The Texan has learned that in January 2024, Robinson also contracted with Yuba County, California to provide services for a three-year period. Robinson’s work for Yuba County’s public health department provides her with nearly $200,000 in compensation for hundreds of hours of work, all while managing Harris County’s public health department.
Sources familiar with the matter say that Robinson claimed to have obtained approval from former County Administrator David Berry and the County Attorney’s Office to engage in the additional work, but that current County Administrator Diana Ramirez was unable to confirm Robinson’s claims.
Other sources indicate that the Harris County District Attorney’s Office (HCDAO) has been investigating Robinson and nearly a dozen other individuals with the county, HART, and DEMA for several months.
This week, the McLennan County District Attorney’s Office dismissed murder charges against two Houston men involved in the self-defense incident at a party near the Baylor University campus, finally determining it was a justifiable homicide. While that was good news to Calvin Nichols Jr., it hardly makes up for the 635 days the man spent locked up in jail while the DA’s office slowly dragged its feet over the case.
According to police reports, on the night in question Nichols and his cousin, Jaytron Damon Scott, were invited to a party attended by a number of Baylor students, including football players. According to partygoers, Joseph Craig Thomas Jr. showed up uninvited and began threatening others with a gun, including a female student who asked him to move his car.
He later stuck a gun under the chin of a Baylor football player. And when Scott and Nichols were leaving the party, Thomas began to pistol whip Nichols.
That’s when Scott, acting in defense of his cousin, fired his pistol at Thomas, striking him multiple times and killing him. Murder charges were then filed against Scott and Nichols, a fact that Scott’s attorney, Bryan Cantrell, found unbelievable.
“I don’t know how this case got indicted,” Cantrell told KWTX.com. “This was the clearest self-defense case I have ever seen. And I think the problem is a lot of attorneys and, certainly the people of the community, don’t understand the law of self-defense.”
You would hope that the end of Abel Reyna’s term as McLennan County DA put a stop to this sort of thing, but evidently not.
The U.S. Department of Agriculture is preparing to implement the Biden-Harris administration’s Sustains Act which aims to regulate who will own environmental services.
According to private property rights advocates, American Stewards of Liberty (ASL), examples of environmental services include “the air we breathe, photosynthesis, pollination, and even the health benefits of open space.”
Specifically, the new law allows private funds to be used for conservation efforts on private land. The USDA will oversee the program, and the Secretary, preparing its implementation, will also decide who owns the environmental service.
Although the public may still provide the USDA with comments about the plan until September 16, 2024, ASL refers to the new law as “critical for proponents of the United Nations’ sustainable development agenda to achieve.”
The private property rights advocates see the program as a means to “provide the path to transfer America’s real assets from private citizens to federal and international interests.”
Screw both the Biden Administration and the UN.
The latest Stolen Valor Democrat is Maryland governor Wes Moore, who didn’t earn the Bronze Star he claimed he did.
Speaking of Idaho, how Micron defied the odds to become one of the biggest DRAM manufacturers in the world.
Intel just cancelled their 20A (2nm) node and will be fabbing their Arrow Lake processor at TSMC. “Intel projects it will save half a billion dollars by skipping the 20A node. The announcement comes as Intel embarks on a vast restructuring in the wake of troubling financial results last quarter. The company continues to lay off 15,000 workers, among the largest workforce reductions in its 56-year history.” It’s supposedly going full speed ahead with its 18A node, theoretically due in 2025. (Hat tip: Ace of Spades HQ.)
Intel and Japan are teaming up to work on EUV. Hard to see them making much progress given how large a lead ASML has…
Rael Enteen, Vice President of the Washington Commanders football team (AKA The Artist Formerly known As The Washington Redskins) has been fired.
He told…that, “over 50% of our roster is white religious, and God says, ‘F— the gays.’ Their interpretation. I don’t buy any of that. Another big chunk is low-income African Americans that comes from a community that is inherently very homophobic.”
…Enteen also said some players are “dumb as hell” and said some who were smart don’t stay that way after getting hit in the head too many times. He also said those who “get their heads knocked around a few times” are more susceptible to conspiracy theories.
Enteen also said, “I don’t think the commissioner of the NFL hates gay people, hates black people. Jerry Jones, who really runs the NFL, I think he hates gay people, black people.”
And James O’Keefe claims another scalp…
Legal Insurrection’s William A. Jacobson just got dis-invited from speaking on antisemitism at a synagogue in Tampa. “How could any Jew look around at the current geopolitical landscape and conclude that it’s safe to ignore all the various threats to their existence — not just Hamas terrorists in Gaza, but also the various murderous entities backed by the Islamic radical regime in Iran, to say nothing of Democratic primary voters in Dearborn, Michigan — because Trump is the real danger? What kind of cocoon are these people living in?”
All those “new jobs” created in the Biden Recession have gone to illegal aliens, two Trump court cases appear to be in the process of derailment, more Hunter Biden shenanigans come to light, a whole lot of anniversaries this week, and a chance to own the Ark of the Covenant! It’s the Friday LinkSwarm!
The first Wall Street analyst daring to point out that the employment emperor is naked, is Standard Chartered’s global head of macro, Steve Englander who in a note titled simply enough “Immigration leading to labor-market surge” [writes] that according to his estimates “undocumented immigrants account for half of job growth in FY24 so far” (the actual number is far higher but we understand his initial conservatism), and adds that “asylum seekers and humanitarian parolees explain the surge in undocumented immigrants” before concluding that the continued rise in EAD approvals likely will extend strong employment growth in 2024. In other words, “strong employment growth” for American citizens, always was and remains a fabulation, and the only job growth in the US is for illegals, who will work for below minimum wage, which also explains why inflation hasn’t spiked in the past year as millions of illegals were hired.
How is this not the biggest political talking point right now: since October 2019, native-born US workers have lost 1.4 million jobs; over the same period foreign-born workers have gained 3 million jobs. pic.twitter.com/Z5HVWmQ24C
Does a mistrial loom in the Trump kangaroo court case? Seems like a juror celebrating a guilty verdict before the trial was over on Facebook is yet another reason to throw out the conviction…
Speaking kangaroo Trump prosecutions, the Georgia Court of Appeals has ordered that case halted until the Fani Willis conflict of interest issue is resolved.
In other court news, in Hunter Biden’s defense just blew up.
Hunter’s defense, carefully crafted by attorney Abbe Lowell during his opening statement on Tuesday, was blown up by the testimony of an ex-girlfriend and ex-wife who described the extent of Hunter’s crack-cocaine usage around the time he purchased a firearm in October 2018 — and by the salesman who sold Hunter the gun he allegedly lied in order to purchase.
Hunter is facing two federal charges related to his allegedly lying about his drug addiction on a gun-purchase background-check form and he faces a third charge for allegedly possessing the firearm while addicted to crack cocaine. Hunter pleaded not guilty to the charges last year and faces up to 25 years in prison.
Most of the day was taken up by testimony from Hunter Biden’s ex-girlfriend Zoe Kestan, a woman who dated Biden from roughly December 2017 to November 2018, despite being half his age at the time.
Prosector Leo Wise conducted a lengthy direct examination of Kestan accompanied by pictures from her cellphone to corroborate her recollection of events.
Wise and Kestan seemed to get into a rhythm throughout the direct examination, as Kestan recalled large events and small details from her time with Hunter Biden. Kestan remembered exact dates and named the various hotels they stayed at during their time together.
Each time Kestan described an experience with Hunter Biden, Wise asked her if Hunter Biden smoked crack at their hotel or Airbnb, and Kestan always replied affirmatively.
“Every 20 minutes or so,” Kestan said of Hunter Biden’s crack habit during one of the hotel stays. She noted that he smoked crack less frequently in public, and she never noticed a change in his demeanor when he smoked.
Wise shared photos from Kestan’s cellphone showing drug paraphernalia scatted around the bathrooms and tables of their lodgings. One of the images appeared to show Biden in a hotel bathtub holding a crack pipe in the wee hours of the morning. When Wise showed the images, Kestan easily pointed out the drug paraphernalia and explained to the courtroom how the various materials were used to cook and consume crack.
Biden allowed Kestan to withdraw cash from his account when he needed to spend it on drugs, she recounted. Kestan stated the names of drug dealers and described the drug transactions she saw at the hotels and other locations.
Kestan’s testimony and the images allowed Wise to establish that Hunter was smoking crack in September 2018, following his late August rehab stint in Malibu, Calif. She said Biden smoked crack every 20 minutes at a Malibu house he rented, and she did not remember Biden discussing his rehab stint during her time at the house in September 2018.
Wise closed the direct examination by introducing a lengthy text message Biden sent her in December 2018 lamenting how he would always be a drug addict and his attempts to get sober failed.
And this is “the smartest guy” Joe Biden knows…
Also from Hunter’s weapons case, he was caught on tape bragging about how he could score crack in Timbuktu. Which is a neat trick, since it’s an Islamic majority city in Mali, Africa, and is currently under siege by Jama’at Nasr al-Islam wal Muslimin, a jihadist organization which has incorporated elements formally loyal to both al Qaeda and the Islamic State. To be fair to the crackhead, he apparently said this before the siege was imposed last year…
Also, I would like to apologize to readers for not knowing about the siege and doing at least a LinkSwarm post to it. So much news, so little time..
On Friday, Mayor John Whitmire and outgoing Harris County District Attorney Kim Ogg announced seven people have been indicted for 14 public corruption felonies ranging from abuse of official capacity to tampering with evidence. The charges are related to a scheme surrounding the City of Houston’s water repair contracts.
Patrece Lee, the lead defendant, and a former city employee, had access to $80 million of city funds for emergency waterline repair.
In the Summer and Fall of 2022, Lee was in a position to recommend vendors for contracts with the City of Houston public works department to repair the water lines. Lee allegedly made agreements with companies to have them hire her as a “consultant” to receive a kickback in exchange for expedited payments and bigger contracts. She also targeted less experienced companies and offered her services to help them “get paid faster, or to get bigger and better contracts in the future” as well.
Lee allegedly received roughly $320,000 in payments from that scheme and then steered contracts to a company owned by her brother, allowing them to be paid more than $400,000 of which she immediately transferred $380,000 to her own company. The total amount she stole from the city was $700,000.
“The cooperation that we’ve received from this administration stands in stark contrast to the last seven years,” said Ogg.
The issue was uncovered during Mayor Sylvester Turner’s administration. However, he planned to have it handled as an internal civil or administrative matter rather than refer it to the district attorney for criminal prosecution.
If Kim Ogg would actually go after government corruption (and real criminals) while she’s a lame duck DA, that would be a nice silver lining to the clouds of Houston/Harris County’s soft on crime Democratic leadership.
The Houston conman who pretended to be a rabbi. “The man accused of spending $15,000 on a dead woman’s credit card has a long history of fraud, according to police, court records and his family. Police say Dustin Mitchell, who goes by Dustin Cohen, posed as a Rabbi, lawyer and possibly a cop to defraud people. They also say they think he spray-painted anti-semitic vandalism on his own truck.” (Hat tip: Ace of Spades HQ.)
…and the 20th anniversary of Killdozer. The event, not the great Theodore Sturgeon short story or the medicore TV movie made from it.
Speaking of D-Day, Biden just plagiarized Reagan’s speech.
Joe Biden essentially plagiarized Ronald Reagan’s famous 1984 speech at Pointe du Hoc today in Normandy. Watch these clips side by side. Wow: pic.twitter.com/jeGgTS2Nnm
Obviously, the ruble has lost value because of the extensive sanctions and cutoff from SWIFT following Russia’s launch of its illegal war of territorial aggression against Ukraine. For most of the last year, the exchange rate has bounced from a high of 75 rubles to the dollar to a low of just over 100 rubles to the dollar.
However, in the last month, the ruble-dollar exchange rate has traded within an extremely narrow band between just over 90 and just over 94 rubles to the dollar.
That’s a pretty unusual, and pretty narrow, band to be trading in. The question is who, or what, is maintaining that band. Russia could be intervening to make sure the ruble doesn’t go too much above 94, but it wouldn’t make sense for them (if they’re trying to defend the currency) to be sellers on the other side when the ruble appreciates to 90 or less per dollar. Could it be China, trying to move some of the rubles taken in bilateral trade, or some institutional investor somehow stuck with rubles for two two years, unloading them whenever it hits that peg?
But it’s not just the dollar! We see the same thing with the Pound:
And the Euro:
It even seems true of two of Russia’s remaining big trading partners. The Indian rupee:
The Chinese Renminbi/Yuan:
All seem to be trading within very narrow, oscillating bands.
Is it a data artifact? Other currency exchange sites don’t show quite as obvious oscillation, but all do show trading within that narrow band.
I don’t know what to make of it. I don’t know enough to hazard any more educated guesses than that. But someone seems to be manipulating ruble exchange rates, and I’m not sure why.
If you have any ideas, feel free to share them below.
The Biden Recession bites deeper, Soros’ hands are all over the pro-Hamas protests, California fast food wage hikes hurt workers (but help robotics companies), and some Harris County legal followups. Plus some Zack Snyder bashing. It’s the Friday LinkSwarm!
For the first time in our history, a 30-year-old man or woman isn’t doing as well as his or her parents were at 30. That is the social compact breaking down.
People aged 30-34, 60% of them in 1990 had one child. Now it’s 27%. People are opting out of America, they’re not optimistic about it, they’re not having kids. Young people aren’t having sex. They’re not meeting, they’re not mating. The pool of emotionally and economically viable men shrinks every day. Which lessens household formation.
They (millennials and Gen Z) look up, they see wealth, exceptional wealth, across my generation and people in certain industries, and they are really struggling. Their purchasing power is really going down…
We get very concerned with housing and traffic once we own the housing. Housing permits are sequestered from young people, housing prices have gone from $290,000 to $420,000 in the last 4 years.
So a young person, a house, stocks that I don’t own, skyrocket in value, let’s have Covid relief and flush the markets and take assets way up because a million people dying would be bad, would be tragic if I got less wealthy, and we’re doing it on their credit card.
Bill Maher is, if anything, clever about his timing like most comedians. His rebellion against the woke mob has been carefully crafted in a way that has allowed him to avoid outright cancellation. It’s not as impressive a revolt as Gina Carano’s because the risk today is far less, but at least he’s willing to address the obvious hypocrisy within the social justice crowd and admit that maybe, just maybe, conservatives had it right all along.
His latest surprising monologue covers an issue everyone has known about for years but almost no one in the media has been willing to address seriously because it involves many of their friends in the entertainment industry. Hollywood was quick to jump on the feminist bandwagon at the helm of the “Me Too Movement”, but this only exposed a small part of Hollywood’s degeneracy. Actresses trading sex for favors from producers and executives is hardly that shocking a revelation. The thing they really don’t want to talk about is the industry’s penchant for pedophilia…
The money quote from that video that’s not in the ZeroHedge article: “The left will overlook child-fucking if a guy from the wrong party points it out.”
One of the deepest darkest secrets of film, television and music media is that the business has long been used as a vehicle for child abusers to target kids in an environment where parental supervision is limited (and lots of money can be gained). This reminds us of yet another environment where parental supervision is limited: Public schools. The political left has also targeted these institutions as ample ground for grooming. Why? As Bill Maher notes, the groomers are naturally gravitating to where the children are.
“Leave the kids alone” is a mantra that the woke movement simply refuses to understand or accept. The reason is relatively transparent – Leftists are less inclined to have children of their own, and so, in order to increase their numbers and power they are required to indoctrinate your kids instead. This is all done under the guise of “inclusion” and the “greater good” but the results of this kind of activism are becoming deeply disturbing. Even moderate liberals are noticing that woke behavior is destroying what remains of their image.
Newly unsealed documents in Donald Trump’s classified documents case reveal that the Biden White House colluded with the National Archives (NARA) and the FBI to concoct a case against the former president.
What’s more, Special Counsel Jack Smith sought to conceal this – telling Judge Eileen Cannon in February that Trump’s counsel isn’t entitled to discovery on documents between the White House and NARA, that the court should toss requests for evidence of the alleged coordination, and that the court should deny Trump’s request for evidence related to secure facilities at his residences. Further, Trump’s request for unredacted discovery of materials should be denied.
Seems like a substantial due process rights violation, doesn’t it?
Immediately after Biden’s signature, the Pentagon announced $1 billion of military assistance to Ukraine from the Presidential Drawdown Authority.
Stinger anti-aircraft missiles, ammunition for HIMARS rocket systems, 155mm artillery rounds, 60mm mortary rounds, and Bradley Infantry Fighting Vehicles, are among the U.S. capabilities being provided to Ukraine, the Pentagon said.
The foreign-aid legislation will send roughly $60 billion in aid to Ukraine, with $23 billion being used to replenish U.S. weapons stockpiles and $11 billion to fund U.S. military operations in the surrounding area.
Israel will receive $26 billion including $4.4 billion to fund its Iron Dome and David’s Sling missile defenses. Over $9 billion of the Israel aid will go towards humanitarian relief.
While I support military aid to Ukraine, Republicans should not have dropped their demand that border security be addressed first, nor should we be raising the national debt to do it. And if we’re going to be paying for David’s Sling and Iron Dome, then we better damn well be getting the tech back to use in our own weapons.
At three colleges, the protests are being encouraged by paid radicals who are “fellows” of a Soros-funded group called the US Campaign for Palestinian Rights (USCPR).
USCPR provides up to $7,800 for its community-based fellows and between $2,880 and $3,660 for its campus-based “fellows” in return for spending eight hours a week organizing “campaigns led by Palestinian organizations.”
They are trained to “rise up, to revolution.”
The radical group received at least $300,000 from Soros’ Open Society Foundations since 2017 and also took in $355,000 from the Rockefeller Brothers Fund since 2019.
More on that theme:
TERROR: The occupation of college campuses across the US is a well organized and funded operation led by Soros-backed groups including Students for Justice in Palestine (SJP) and the US Campaign for Palestinian Rights (USCPR). The Soros-backed NGOs pay outside agitators $7800 and… pic.twitter.com/6wzpjBksBs
A lot of Jewish friends, especially those who are finally awake after 10/7, say things like "how is this America?" or "It's so scary that this Jew-hatred is happening everywhere." But it's very much NOT "America" and it absolutely is NOT happening "everywhere." In south Florida,…
A lot of Jewish friends, especially those who are finally awake after 10/7, say things like “how is this America?” or “It’s so scary that this Jew-hatred is happening everywhere.” But it’s very much NOT “America” and it absolutely is NOT happening “everywhere.” In south Florida, Jews wear the dinner plate Magen Davids and no one says one word. In rural Michigan, churches put “pray for Israel” on the signs outside. I’m not naive, obviously Jew-haters can and do live anywhere. But they’re only thriving, open, proud, in blue areas and I’m not going to let people ignore that. A lot of liberal Jews are trying to parse things right now. They imagine they are still of the left but just on this one tiny little thing, their right to exist, they disagree. No, my friends. It’s a house of cards and you’re pulling the one from the very bottom. The whole left ideology is corrupt and you’re going to have to face it. You can’t spread the blame around. The hatred, the rage, the violence, the dehumanization is all coming from one side: yours.
When Democrat judges go rogue. “Do not bring the Second Amendment into this courtroom. It doesn’t exist here. So you can’t argue Second Amendment. This is New York.” (Hat tip: Stephen Green at Instapundit.)
The state of California seems hellbent on making life a living hell for middle-class residents, as evidenced not just by their soft-on-crime policies but by the minimum wage increase that went into effect at the beginning of April.
Though the $20/hour wage was ostensibly designed to help minimum wage workers, it has had the opposite effect, with fast food restaurants in the Democrat-run state slashing jobs and hours, implementing hiring freezes, and/or bringing in self-serve kiosks to ease the financial burden.
Something else they’ve had to do is raise prices on the food they serve, with prices going up as much as eight percent at some locations.
While the fast-food industry was founded on utilizing technology to increase efficiency, the robot revolution seems to be speeding up.
Last year, Sweetgreen, a Los Angeles-based fast-casual salad chain, debuted its fully automated Infinite Kitchen at a restaurant in Illinois. Like Mezli, the Infinite Kitchen moves bowls down a conveyor belt where its system automatically portions out ingredients. The technology is “expected to cut labor costs in half while boosting throughput,” according to a trade magazine.
Similarly, the founder of Chipotle recently launched a new fast-casual chain, Kernel, that utilizes robots to heat and assemble vegetarian meals.
In December, a CaliExpress burger joint opened in Pasadena, complete with robot arms that cook burgers and fries, and AI-powered kiosks that allow customers to order and pay (and tip, of course), with their faces. Leaders at Miso Robotics, one of the companies behind CaliExpress, have said it is the first restaurant where all the ordering and cooking is fully automated.
The robots “don’t call in sick, they don’t get drunk the night before work and come in with a hangover,” one CaliExpress leader told a local TV station. “They’re a little bit more reliable.”
Other restaurants, including Cajun Crack’n in Concord, Calif., are experimenting with robots that can deliver food, bus tables, and may soon be taking orders. Robot bartenders and baristas are also in the works.
While restaurant sales are forecasted to increase this year and the restaurant workforce is expected to grow, owners are continuing to struggle with slim margins, in part due to food inflation and rising labor costs. According to the National Restaurant Association’s 2024 State of the Restaurant Industry report, 98 percent of restaurant operators are struggling with higher labor costs, and 38 percent say they weren’t profitable last year.
Biden Recession + union-backed wage hikes = boom times for robots
El Paso Democratic judge: Eh, there’s not enough evidence to put these illegal aliens on trial for assaulting state troopers. Just let them go. Grand jury: Nope! We’re indicting 141 of them for that riot.
Another Harris County follow-up: DA Kim Ogg announced that the legal cases against Lina Hidalgo staffers will now be prosecuted by the Texas Attorney General’s office because Democratic DA nominee Sean Teare, who defeated Ogg in the March primary, “works for the Cogdell Law Firm, which is defending Hidalgo’s former Chief of Staff Alex Triantaphyllis in the case, and that he had sought and received Hidalgo’s endorsement.”
The Biden Administration wants to waste taxpayer money pushing radical transgenderism in other countries. “The Biden administration wants to train at least 200 activists to advocate for transgender rights in India as part of a program ostensibly designed to advance America’s ‘national interests,’ according to a federal grant posting.”
More Biden Administration madness: “A popular US convenience store chain has been hit with a civil rights lawsuit accusing it of discriminating against minority job seekers because it requires applicants to have no criminal record.”
A dust storm of political madness is brewing in Phoenix as Grand Canyon University faces the continued threats of Education Secretary Miguel Cardona.
Christians have watched as the Biden administration attacks biblical views left and right, with a particularly vehement disregard for the sanctity of life and marriage. As such, it can’t be too surprising that Cardona, a part of this leftist administration, has vowed to shut down America’s largest Christian university.
In late October, Grand Canyon University was hit with “a $37.7 million fine brought by the federal government over allegations that it lied to students about the cost of its programs,” The Associated Press reported—an accusation that GCU President Brian Mueller described as “ridiculous.”
Around the same time, Liberty University, America’s second-largest Christian university, also was fined $37 million “over alleged underreporting of crimes.”
Grand Canyon University appealed its fine in November even though a hearing is not expected until January 2025. But the question Mueller has is one of integrity. Is this genuine consideration for the well-being of students, or is this a targeted attack against religious institutions?
“It’s interesting, isn’t it, that the two largest Christian universities in the country, this one and Liberty University, are both being fined almost the identical amount at almost the identical time?” GCU’s president speculated in a speech. “Now is there a cause and effect there? I don’t know. But it’s a fact.”
Trader Joe’s organic basil has an extra organic ingredient: salmonella.
Critical Drinker wasn’t impressed with Rebel Moon 2: “Comically inept…boring and tedious..derivative cliched and unoriginal. It takes a special kind of cinematic anti-genius to bring all these things together into one movie. You have to actively work to make a film this bad”
The Biden Recession hits boardgaming. This is not a field I have much experience with, as the last boardgame I bought was the Kickstarter for the Designer Edition of Ogre. But I have noticed a similar decline in what science fiction book collectors are spending. Still, the idea that boardgames manufacturers are close to $1 billion in debt is pretty staggering.
The Onion sold. “The Onion has a new owner: a company called ‘Global Tetrahedron,’ which is a real thing based on a fake entity invented by the satire site more than two decades ago….The Onion’s new owner is Jeff Lawson, co-founder and former CEO of Twilio, a customer-service software company, he announced Thursday on X (formerly Twitter).” When last we read about Jeff Lawson, he was dumping money on the Dem side in the 2020 Texas Senate race, to no effect. Now people are wondering whether they’ll shut down zombie SJW gaming site Kotaku…
Live in Florida? Ron DeSantis would like you to adopt this cute border dog:
Essentia is a lab/shepherd mix who was rescued from the southern border, where the border crisis affects everyone—even our canine friends. Please consider giving Essentia a great home by adopting her from Big Dog Ranch Rescue.https://t.co/2ATqP5DPQNpic.twitter.com/qMO8JD1zUw
India has been trying to get into semiconductor fabrication for a while now, and after announcing a $10 billion investment fund, and with China locked out of so much semiconductor technology, there have been a lot of news bubbling up, but I want to focus on the Foxconn/Vedanta fab project.
The Economic Times is reporting that Foxconn and Vedanta are seeking to bring in European chipmaker STMicroelectronics as their technology partner in their proposed India manufacturing unit. The two companies announced their joint venture February 2021, with Foxconn as lead partner. Vedanta are reportedly seeking to onboard a CXO to head their semiconductor business.
Snip.
Vedanta-Foxconn are set to finalize a location for their facility in the next few weeks. The consortium are reportedly seeking a 800-1000 acre land parcel that is also well connected with Ahmedabad. The Gujarat government, as of media reports on September 16, showing sites at Sanand and Mandal-Becharaji in Ahmedabad district, two locations near Vadodara in central Gujarat, Dholera, Himmatnagar, Jamnagar, and Kutch. The plant has to be located at a distance from national and state highways so to cut off any vibration from heavy traffic movement. Further, no other major industry should be located in its vicinity.
Vedanta and Foxconn, in a 60-40 joint venture, will be setting up India’s first semiconductor production plant, a display fab unit, and a semiconductor assembling and testing unit over 1000 acres in Ahmedabad, state of Gujarat. The plant will begin production in two years as Foxconn plays the role of technical partner while Vedanta provides financial backing. The investment is worth over INR 1.54 trillion (approx. US$20 billion) and semiconductor manufacturing will be carried out by the holding company, Volcan Investments Limited.
Foxconn is a serious tech player that has serious mastery over the value-added chain. $20 billion, assuming it actually materializes, is real money, even in semiconductors. It’s right around the threshold to build a state of the art sub-10nm fab, even though it’s apparent that that’s not what they’re aiming for.
Vedanta, on the other hand, is another matter. They’re “a globally diversified natural resources company. We extract and process minerals, oil and gas.” Yeah, a natural resources company generally isn’t who you want running your fabs. Another strike is their talking about “Net Zero Carbon by 2050,” which suggests they may have their fingers in political scam pies.
STMicroelectronics is a real chipmaker that runs real fabs, but not the first company I would turn toward to purchase cutting edge process technology from, nor even the tenth. The fact that STM has already announced plans to team up with Global Foundries to build a new 300mm fab next to their existing fab line in Crolles, France in June 2022 makes me even more suspicious. Information on that existing 300mm Crolles fab is sketchy, and I know that for a long time it was a pilot rather than a production line, and I can see no evidence that it was ever expanded to volume production.
The fact that they plan to set set up a fab, a display fab, and a slice-and-dice packaging facility suggest a certain lack of focus. Flat Panel Display (FPD) fabs use familiar semiconductor steps, but the machines are very different because the substrates are different, and Samsung has huge dedicated display fabs. It’s setting up a modern chip fabrication plant that’s the difficult part, and while this combination could probably put together a solid trailing edge fab, like Bosch’s new 65nm fab. But that only cost $1.2B. Maybe they plan to build something in the 20-10nm range.
“The plant will begin production in two years.” Yeah, that’s not happening. Even giant players like TSMC and Intel generally take 2.5-3 years to stand up a new fab from breaking ground to starting up the line.
This could still happen, but the details are very sketchy. The slice and dice operation could be set up without too much difficulty, but it’s a low volume, low tech spinoff operation. A display fab would be more difficult, but it’s doable, though again, probably not in two years. But a real 300mm wafer, sub-65mn node microchip fabrication plant in India? I don’t see this set of players carrying that off well in three years. Five sounds more realistic, and that’s assuming the deal doesn’t fall apart.
Taiwan’s TSMC is also looking to set up a chip-fabricating factory in India, and is currently speaking to various government agencies to check the viability of setting up factory in India. TSMC already has one of its largest offices outside of Taiwan in India in Bengaluru, Karnataka, from where it provides support to its’ existing customers in Asia, Europe and North America and supports and encourages fabless companies in India in design and growth.
Ever since news N Chandrasekaran – chairman of the Tata group, announced that Tata Electronics (TEPL) will set up an Outsourced Semiconductor Assembly and Test (OSAT) facility in India, there has a been a lot of speculation, according to which, TSMC and Tata may enter into a partnership.
Besides TSMC, Powerchip Semiconductor Manufacturing Corporation, a Taiwanese chipmaker, is also in exploratory negotiations with several Indian companies to help establish new chip operations in the country, as per a report by Taipei Times. According to the newspaper, the memory chip maker’s announcement put an end to six months of speculation that it was planning to invest in India to diversify its operations despite Taiwan’s rising geopolitical tensions.
“Speaking to,” “exploring plans,” etc. These are very wishy-washy terms. Powerchip is a memory manufacturer that’s hardly flush with cash. I’m sure TSMC is talking to a lot of countries about fabs, but their newest one is under construction in Arizona.
International Semiconductor Consortium (ISMC), a joint venture between UAE’s Next Orbit Ventures and Israel’s Tower Semiconductor, was supposed to spend $3 billion to get started on a 40-65nm analog fab right about now, but I don’t see signs that’s actually happened. Tower is a real foundry, and the $3 billion pricetag and 4-5 year timeline seems realistic, but I’m not 100% sure they’re still interested in the project after Intel announced plans to buy them about a year ago. And having to bring in Arab petrostate funding for your venture is seldom a sign of strong financial viability.
There’s no reason you can’t build one or more modern fabs in India, but so far no major chip manufacturer has chosen to do so, despite the supposed availability of $10 billion in government subsidies.
Enough links have filtered into the semiconductor bucket to be worth doing a roundup. This one touches on China and the corruption of our political elites.
The congressional Democrats’ attempt to throw money at the problem is going nowhere fast.
The Biden administration is laser-focused on sending Ukraine billions of dollars in weapons, including the latest round of anti-ship systems, artillery rockets, and rounds of 105 mm ammo for howitzer cannons that it has entirely lost focus on reshoring efforts to boost semiconductor production Stateside.
Multiple manufacturers of semiconductor wafers have announced plans for new multi-billion dollar factories across the U.S. but are contingent on Congress allocating funds to aid in building facilities under the Creating Helpful Incentives to Produce Semiconductors (CHIPS) for America Act.
Congress passed the CHIPS Act in January 2021 as part of last year’s National Defense Authorization Act, which proposed $52 billion in funding for increasing the domestic capacity of chip production, though the House and Senate have come to a standstill over disagreements on certain parts of the bill that have sparked so much uncertainty among companies set to build new factories.
In a letter on June 15, dozens of technology executives from IBM, Intel, Microsoft, Analog Devices, Micron, Amazon, and Alphabet called on Congress to move quickly on the CHIPS Act. They wrote, “the rest of the world is not waiting for the U.S. to act,” and funding for new chip factories must be achieved immediately.
Taiwan’s GlobalWafers announced a new $5 billion factory in the U.S. on Monday, but contingent on subsidies from the federal government.
“This investment that they’re making is contingent upon Congress passing the CHIPS Act. The [GlobalWafers] CEO told me that herself, and they reiterated that today,” U.S. Commerce Secretary Gina Raimondo told CNBC, the same day GlobalWafers announced its development plan.
Notes:
IBM doesn’t own any fabs any more, having sold them all to GlobalFoundries.
Intel runs a huge number of very profitable fabs (troubles with their sub-10nm process yields notwithstanding) and doesn’t need federal subsidies.
Microsoft doesn’t own any fabs and is deeply unlikely to build any; their flagship Xbox Series X uses a custom AMD Zen 2 fabbed by TSMC as its CPU.
Analog Devices is an Integrated Device Manufacturer that owns several fabs with pretty old technology; they don’t have any 300mm fabs. They closed a small fab in Milpitas they got from their acquisition of Linear Technology last year. Designing analog chips is its own black art, and not everything that applies to shrinking digital circuits applies to the analog realm.
Amazon has no fabs and probably won’t be building any, but they do have a chip design division to support Amazon Web Services, and recently designed a cloud computing chip. They work closely with AMD (fabbed at TSMC), Intel (own their own fabs) and Nvidia (another fabless design house that also gets their chips fabbed at TSMC).
Alphabet AKA Google has no fabs and probably won’t be building any, though they do have a lot of AI chip design work going on.
GlobalWafers isn’t a semiconductor manufacturer, it’s a silicon wafer manufacturer. Making such wafers (the substrates upon which semiconductor fabrication depends) has its own challenges, but they are several orders less difficult than cutting edge chip fabrication. Maybe I’m quite far out of the loop, but I’m deeply suspicious that GlobalWafers planned wafer plant in Sherman, Texas will cost $5 billion. That’s a relatively piddling sum for a new semiconductor fab, but extremely expensive for a wafer factory. This makes me suspect a subsidy grab is afoot.
So of the companies mentioned, Intel could suck up government funding to build a fab they were going to build anyway, I’m sure Analog Devices would build a fab with government money, but chances of them running an under 10nm process in said theoretical fab is extremely slim, none of the other mentioned copies are going to build a fab, and none of that government money is going to alleviate the main problem that the overwhelming majority of cutting edge chip designs have to flow through TSMC fabs in Taiwan. What will solve that problem is TSMC opening a state-of-the art fab in Arizona in 2024. No amount of U.S. taxpayer money will make that already-under-construction fab start producing chips any quicker.
$250 billion in taxpayer subsidies wouldn’t get you a single additional wafer start this year, and probably would accomplish little more than channeling money to politically connected firms and sticky pockets in a state (New York) that no one wants to build fabs in any more because of high costs, high taxes and union rule requirements.
So who expects to earn immediate gains from the taxpayers subsidizing semiconductors? Would you believe Nancy Pelosi?
I bet you would.
This past week it hit the terminal that House Speaker Pelosi was doing a little portfolio re-jiggering, including exercising $8 million of call options in Nvidia and selling Apple and Visa calls. The data was per CongressTrading.com and was reported on by Bloomberg.
The Nvidia LEAPS were bought June 3, 2021 with $100 strikes, set to expire June 17, 2022 and the position appeared to be disclosed on Thursday morning for the first time. $8 million trades seem a little odd for members of Congress to begin with, but who are we to judge?
But then, what did Speaker Pelosi do just hours after disclosing the trade, on Friday?
She threw her weight behind a stalled $50 billion CHIPS PLUS bill that “would provide $52 billion in funding for semiconductor manufacturing grants and investment tax credits for the chip industry.”
We tend to discuss leading-edge nodes and the most advanced chips made using them, but there are thousands of chip designs developed years ago that are made using what are now mature process technologies that are still widely employed by the industry. On the execution side of matters, those chips still do their jobs as perfectly as the day the first chip was fabbed which is why product manufacturers keep building more and more using them. But on the manufacturing side of matters there’s a hard bottleneck to further growth: all of the capacity for old nodes that will ever be built has been built – and they won’t be building any more.
Not strictly true. Remember, Bosch just finished building a 65nm fab.
As a result, TSMC has recently begun strongly encouraging its customers on its oldest (and least dense) nodes to migrate some of their mature designs to its 28 nm-class process technologies.
Nowadays TSMC earns around 25% of its revenue by making hundreds of millions of chips using 40 nm and larger nodes. For other foundries, the share of revenue earned on mature process technologies is higher: UMC gets 80% of its revenue on 40 nm higher nodes, whereas 81.4% of SMIC’s revenue come from outdated processes.
That’s because UMC has fallen woefully far behind TSMC, and no one trusts them because they let Chinese spies walk out the door with other company’s IP. SMIC is on Mainland China, sucks even more, and is trusted even less.
Mature nodes are cheap, have high yields, and offer sufficient performance for simplistic devices like power management ICs (PMICs). But the cheap wafer prices for these nodes comes from the fact that they were once, long ago, leading-edge nodes themselves, and that their construction costs were paid off by the high prices that a cutting-edge process can fetch. Which is to say that there isn’t the profitability (or even the equipment) to build new capacity for such old nodes.
This is why TSMC’s plan to expand production capacity for mature and specialized nodes by 50% is focused on 28nm-capable fabs. As the final (viable) generation of TSMC’s classic, pre-FinFET manufacturing processes, 28nm is being positioned as the new sweet spot for producing simple, low-cost chips. And, in an effort to consolidate production of these chips around fewer and more widely available/expandable production lines, TSMC would like to get customers using old nodes on to the 28nm generation.
“We are not currently [expanding capacity for] the 40 nm node” said Kevin Zhang, senior vice president of business development at TSMC. “You build a fab, fab will not come online [until] two year or three years from now. So, you really need to think about where the future product is going, not where the product is today.”
This video asks whether China can produce their own chips:
Obviously, they already produce some of their own chips, but the video covers most of the issues China has with fabbing more complex chips that I’ve already discussed here and here. They’re still dependent on the same three leading fab companies (TSMC, Intel and Samsung) everyone else is for sub 10nm feature chips, and are overwhelmingly dependent on both foreign talent and foreign semiconductor equipment manufacturers like ASML and Applied Materials.
Speaking of TSMC and Intel, India would really like them to build fabs there. The problem is, despite a whole lot of technical talent there, it doesn’t have a terribly large domestic electronics manufacturing base.
Supply chain problems have gotten so bad that Derek Thompson at The Atlanticdeigns to notice them:
The coronavirus pandemic has snarled global supply chains in several ways. Pandemic checks sent hundreds of billions of dollars to cabin-fevered Americans during a fallow period in the service sector. A lot of that cash has flowed to hard goods, especially home goods such as furniture and home-improvement materials. Many of these materials have to be imported from or travel through East Asia. But that region is dealing with the Delta variant, which has been considerably more deadly than previous iterations of the virus. Delta has caused several shutdowns at semiconductor factories across Asia just as demand for cars and electronics has started to pick up. As a result, these stops along the supply chain are slowing down at the very moment when Americans are demanding that they work in overdrive.
The most dramatic expression of this snarl is the purgatory of loaded cargo containers stacked on ships bobbing off the coast of Los Angeles and Long Beach. Just as a normal traffic jam consists of too many drivers trying to use too few lanes, the traffic jam at California ports has been exacerbated by extravagant consumer demand slamming into a shortage of trucks, truckers, and port workers. Because ships can’t be unloaded, not enough empty containers are in transit to carry all of the stuff that consumers are trying to buy. So the world is getting a lesson in Econ 101: High demand plus limited supply equals prices spiraling to the moon. Before the pandemic, reserving a container that holds roughly 35,000 books cost $2,500. Now it costs $25,000.
The container situation is even weirder than it looks. With demand surging in the United States, shipping a parcel from Shanghai to Los Angeles is currently six times more expensive than shipping one from L.A. to Shanghai. J.P. Morgan’s Michael Cembalest wrote that this has created strong incentives for container owners to ship containers to China—even if they are mostly empty—to expedite the packing and shipping of freights in Shanghai to travel east. But when containers leave Los Angeles and Long Beach empty, American-made goods that were supposed to be sent across the Pacific Ocean end up sitting around in railcars parked at West Coast ports. Since the packed railcars can’t unload their goods, they can’t go back and collect more stuff from filled warehouses in the American interior.
And what about the truckers who are needed to drive materials between warehouses, ports, stores, and houses? They’re dealing with a multidimensional shortage too. Supply-chain woes have backed up orders for parts, such as resin for roof caps and vinyl for seats. But there’s also a crucial lack of people to actually drive the rigs. The Minnesota Trucking Association estimates that the country has a shortage of about 60,000 drivers, due to longtime recruitment issues, early retirements, and COVID-canceled driving-school classes.
In short, supply chains depend on containers, ports, railroads, warehouses, and trucks. Every stage of this international assembly line is breaking down in its own unique way. When the global supply chain works, it’s like a beautifully invisible system of dominoes clicking forward. Today’s omnishambles is a reminder that dominoes can fall backwards too.
However, there are two important words missing from Thompson’s analysis: “vaccine” and “mandate.”
Like other manufacturers, petrochemical companies have been shaken by the pandemic and by how consumers and businesses responded to it. Yet petrochemicals, which are made from oil, have also run into problems all their own, one after another: A freak winter freeze in Texas. A lightning strike in Louisiana. Hurricanes along the Gulf Coast.
All have conspired to disrupt production and raise prices.
“There isn’t one thing wrong,” said Jeremy Pafford, managing editor for the Americas at Independent Commodity Intelligence Services (ICIS), which analyzes energy and chemical markets. “It’s kind of whack-a-mole — something goes wrong, it gets sorted out, then something else happens. And it’s been that way since the pandemic began.’’
The price of polyvinyl chloride or PVC, used for pipes, medical devices, credit cards, vinyl records and more, has rocketed 70%. The price of epoxy resins, used for coatings, adhesives and paints, has soared 170%. Ethylene — arguably the world’s most important chemical, used in everything from food packaging to antifreeze to polyester — has surged 43%, according to ICIS figures.
The root of the problem has become a familiar one in the 18 months since the pandemic ignited a brief but brutal recession: As the economy sank into near-paralysis, petrochemical producers, like manufacturers of all types, slashed production. So they were caught flat-footed when the unexpected happened: The economy swiftly bounced back, and consumers, flush with cash from government relief aid and stockpiles of savings, resumed spending with astonishing speed and vigor.
Suddenly, companies were scrambling to acquire raw materials and parts to meet surging orders. Panic buying worsened the shortages as companies rushed to stock up while they could.
Expecting these problems to be transitory? Dubai’s largest port operator says to expect supply chain problems to extend in 2023.
A global energy crunch caused by weather and a resurgence in demand is getting worse, stirring alarm ahead of the winter, when more energy is needed to light and heat homes. Governments around the world are trying to limit the impact on consumers, but acknowledge they may not be able to prevent bills spiking.
Further complicating the picture is mounting pressure on governments to accelerate the transition to cleaner energy as world leaders prepare for a critical climate summit in November.
Translation: Green energy mandates = blackouts.
In China, rolling blackouts for residents have already begun, while in India power stations are scrambling for coal. Consumer advocates in Europe are calling for a ban on disconnections if customers can’t promptly settle what they owe.
“This price shock is an unexpected crisis at a critical juncture,” EU energy chief Kadri Simson said Wednesday, confirming the bloc will outline its longer-term policy response next week. “The immediate priority should be to mitigate social impacts and protect vulnerable households.”
In Europe, natural gas is now trading at the equivalent of $230 per barrel, in oil terms — up more than 130% since the beginning of September and more than eight times higher than the same point last year, according to data from Independent Commodity Intelligence Services.
In East Asia, the cost of natural gas is up 85% since the start of September, hitting roughly $204 per barrel in oil terms. Prices remain much lower in the United States, a net exporter of natural gas, but still have shot up to their highest levels in 13 years.
Wait, you mean relying on Russian benevolence wasn’t an optimal strategy? Do tell.
There’s also panic buying to secure winter supplies, especially in China, where “the central government there has given state-owned energy companies a directive to secure winter energy supplies at any and all costs.”
Steel, roofing and insulation materials are some of the most difficult products to get right now, said Ken Simonson, chief economist at the Associated General Contractors of America. Bar joists, which are used to frame roofs, can have lead times of anywhere from 10 months to 14 months.
Costs have also soared, with the index for steel mill products rising 123% YoY in August, according to the Bureau of Labor Statistics’ Producer Price Index. Copper and brass mill shapes jumped 45.3% YoY, while plastic construction products saw increases of just under 30% YoY.
A few weeks ago I spoke with several people intimately involved with large companies in my industry and they all agree that we have probably another year of supply chain disruptions and problems. That wasn’t exactly music to my ears as the last year and a half has been an intense marathon trying to keep my buildings full of product that my dealers need. The reasons are everything that you have heard before here and on other media outlets – labor shortages, raw material issues and now, chip problems.
The chip problem could be a really big issue as those chips go into printed circuit boards that control furnaces – and we need furnaces now for Fall.
My one large exception mentioned above is that my inventory levels are absolutely enormous and we are setting new records daily. This is killing my turns and as a result cash, but this is the new model. We simply can’t predict when things will come in so we have to pile in sometimes a full years worth of a widget. We are absolutely bursting at the seams and it is extremely stressful trying to keep everyone happy. We don’t dare cancel any orders as we would go to the back of the line, so it is what it is.
Freight is a major issue right now. We get damage all the time and the LTL lines are all extremely slow and sloppy. Hardly a day goes by where we don’t have a freight problem.
Parts don’t really seem to be an issue. Sure, there are certain things that we have problems with, but in general the parts world is OK so there is that silver lining.
This year, a devastating drought in North American oat fields has resulted in the lowest harvest for the cereal grain in years, pushing prices to record highs, a warning sign that breakfast inflation is imminent.
Scorching heat waves in Candian oat fields slashed production to an 11-year low. Canada, the world’s biggest exporter, ships most of its oats to the US, its largest consumer.
The result so far has been a new record high in oats futures trading on the CME. The sudden spike in prices has yet to ripple through supply chains to affect consumers, though that will be coming.
According to Bloomberg, “the situation for North American farmers was so dire in the summer that many cut their losses and harvested damaged plants to be sold as feed for animals.”
What this means for consumers is that dwindling supplies and record-high prices will soon affect foods like cereals, oatmeal, and granola bars, all popular breakfast items.
Randy Strychar, president of Ag Commodity Research and Oatinformation.com, said Cheerios, the US’ most popular cereal, is made entirely of oats. He said there’s no substitute for the ingredient: “You can’t make a Cheerio out of barley.”
General Mills, the maker of Cheerios and Nature Valley granola bars, nor Quaker Oats Company, the maker of oatmeal, among others, have yet to announce price increase of their oat products, but that could be imminent or at least create an illusion of stable prices through shrinkflation.
Before retailers can make their sales, they need stuff to sell. That’s where the trouble is this year. Container ships are packed, ports are clogged, contracts with carriers are falling to the wayside. And the rush to ship goods for the holidays is only adding traffic to what was already intense congestion.
“There aren’t enough containers. There aren’t enough ships. There aren’t enough trucks or trains. There is more volume now than any part of the supply chain pipe can adequately handle,” Burlington Stores Chief Financial Officer John Crimmins told analysts in late August. Trying to accelerate and pull forward orders “even further increased the pressure on the supply chain, helping to drive even higher rates,” the executive added.
So not only are retailers competing with each other for sales, they are competing just to get cargo space to ship goods into the country. Freight has skyrocketed as a result, and shipments still lag or even fail to materialize. Many of the bottlenecks are tied to the unexpectedly swift surge in consumer demand in the U.S. this year, combined with capacity shortfalls at numerous points along the supply chain.
