RSS Parrot

They call them capex cycles for a reason. The order book always gets inflated near the top.

https://nitter.poast.org/DowdEdward/status/2091724655539495377#m

Published: August 24, 2026 03:09

They call them capex cycles for a reason. The order book always gets inflated near the top. Kalani o Māui (@MauiBoyMacro) “We ran a survey of 50 data center procurement leaders (~40% hyperscalers, ~60% colos / neoclouds / enterprise DCs) making purchase…

RT by @DowdEdward: 🧵The evolution of the bribe The old bribe in medicine relied on envelopes of cash & luxury junkets. The new version builds careers, shapes institutions, and influences medicine from within. LINK 👇👇 @jeffreytucker @DowdEdward @newstart_2024 @Holden_Culotta @LocasaleLab @MAHA_Action @SecKennedy @ChildrensHD @AaronSiriSG

https://nitter.poast.org/MaryanneDemasi/status/2091711243795276264#m

Published: August 24, 2026 02:16

🧵The evolution of the bribe The old bribe in medicine relied on envelopes of cash & luxury junkets. The new version builds careers, shapes institutions, and influences medicine from within. LINK 👇👇 @jeffreytucker @DowdEdward @newstart_2024 …

The second derivative strikes again.

https://nitter.poast.org/DowdEdward/status/2091681389439754353#m

Published: August 24, 2026 00:17

The second derivative strikes again. Fireside Alpha (@firesidealpha) Sam Altman admits he was wrong on AI's timeline and says society and the economy will adapt more slowly "I thought when we got to GPT-4, which was back in 2023, that very quickly…

RT by @DowdEdward: If you are a Do-It-Yourself (DIY) customer for fixing your car/auto repair work/maintenance, would you: Please RT for reach.

https://nitter.poast.org/UnicusResearch/status/2091678825562144851#m

Published: August 24, 2026 00:07

If you are a Do-It-Yourself (DIY) customer for fixing your car/auto repair work/maintenance, would you: Please RT for reach.

🤣😂 You don’t say!

https://nitter.poast.org/DowdEdward/status/2091653005275984372#m

Published: August 23, 2026 22:25

🤣😂 You don’t say! Polymarket (@Polymarket) JUST IN: Sam Altman declares AI leaders have failed at messaging, warning that talk of “destroying the world” & wiping out jobs has made the technology seem terrifying. —…

RT by @DowdEdward: The account on the right follows me. 👇🏼 Literally.

https://nitter.poast.org/MauiBoyMacro/status/2091639819978088882#m

Published: August 23, 2026 21:32

The account on the right follows me. 👇🏼 Literally.

RT by @DowdEdward: CEO’s screaming about “the end of the world as we know it” regret telling everyone the end of the world was coming I appreciate the transformative innovation they’ve created. But telling people their lives would be turned upside down by it, was not the best marketing play

https://nitter.poast.org/allbullnobear8/status/2091601752885809156#m

Published: August 23, 2026 19:01

CEO’s screaming about “the end of the world as we know it” regret telling everyone the end of the world was coming I appreciate the transformative innovation they’ve created. But telling people their lives would be turned upside down by it, was not the…

Of course he did…

https://nitter.poast.org/DowdEdward/status/2091261762628993026#m

Published: August 22, 2026 20:30

Of course he did… Senator Rand Paul (@SenRandPaul) Fantastic explainer here. Gates, a private citizen, had “Q” level clearance, which is equal to a Department of Defense Top Secret clearance and is required to handle sensitive nuclear weapons data and…

RT by @DowdEdward: This really should be the scandal of the century, how two huge product manufacturers working with regulators bamboozled the world with claims of 95% effectiveness that completely fall apart on closer examination. https://blog.openvaet.info/p/pfizerbiontech-c4591001-trial-audit

https://nitter.poast.org/jeffreytucker/status/2091153877705879609#m

Published: August 22, 2026 13:21

This really should be the scandal of the century, how two huge product manufacturers working with regulators bamboozled the world with claims of 95% effectiveness that completely fall apart on closer examination. blog.openvaet.info/p/pfizerb…

I am authoring this article to simply explain the link between Mark Walters, Guggenheim, private credit, private equity and insurance companies. Many of you may have seen the recent headlines regarding an individual by the name of Mark Walters who is the CEO of Guggenheim and his sports Empire having to be sold to meet what is best described as a regulatory margin call. Essentially Mark Walter’s insurers lent more than $20 billion of policyholder money to entities tied to his own empire without properly disclosing the affiliations. Regulators and federal prosecutors now want that exposure cleaned up. That is why he is scrambling for roughly $20 billion in liquidity. https://substack.com/@eddowdbeyondthenarrative/note/p-212191000?r=12542m&utm_medium=ios&utm_source=notes-share-action

https://nitter.poast.org/DowdEdward/status/2090908049733222838#m

Published: August 21, 2026 21:05

I am authoring this article to simply explain the link between Mark Walters, Guggenheim, private credit, private equity and insurance companies. Many of you may have seen the recent headlines regarding an individual by the name of Mark Walters who is the…

The market cap of the S&P 500 is 40% AI or AI adjacent. The amount of passive exposure is dare I say problematic.

https://nitter.poast.org/DowdEdward/status/2090881389847801990#m

Published: August 21, 2026 19:19

The market cap of the S&P 500 is 40% AI or AI adjacent. The amount of passive exposure is dare I say problematic. Lloyd Blankfein (@lloydblankfein) Risk management 101—every exposure should have a limit, even when you’re sure nothing could go wrong.…

RT by @DowdEdward: Walmart shares tumble as sales growth slows to six-year low https://ft.trib.al/GKT4rK0

https://nitter.poast.org/FT/status/2090472722983707010#m

Published: August 20, 2026 16:15

Walmart shares tumble as sales growth slows to six-year low ft.trib.al/GKT4rK0

RT by @DowdEdward: The National Republican Senatorial Committee sent a private memo yesterday to US AI companies warning them that the GOP is on the verge of losing Ohio over data centers, and unless something is done to improve public perception, political support will collapse nationwide.

https://nitter.poast.org/AndrewCurran_/status/2090274687486189735#m

Published: August 20, 2026 03:08

The National Republican Senatorial Committee sent a private memo yesterday to US AI companies warning them that the GOP is on the verge of losing Ohio over data centers, and unless something is done to improve public perception, political support will…

RT by @DowdEdward: 1/ Elon Musk, 5 hours after a data-free Pharma press release: “mRNA… makes curing diseases a software problem.” “Synthetic RNA will cure many diseases.” Moderna stock: +174%. Merck: +12%. Here’s what was actually in that release. 🧵👇

https://nitter.poast.org/sayerjigmi/status/2090235245010288973#m

Published: August 20, 2026 00:31

1/ Elon Musk, 5 hours after a data-free Pharma press release: “mRNA… makes curing diseases a software problem.” “Synthetic RNA will cure many diseases.” Moderna stock: +174%. Merck: +12%. Here’s what was actually in that release. 🧵👇

If you are wondering why yields are lower today on long end of US Treasury curve. Treasury Announces Increased Sizes of Nominal Long-End Liquidity Support Buybacks Beginning September 9 | U.S. Department of the Treasury https://home.treasury.gov/news/press-releases/sb0607

https://nitter.poast.org/DowdEdward/status/2090167242868830617#m

Published: August 19, 2026 20:01

If you are wondering why yields are lower today on long end of US Treasury curve. Treasury Announces Increased Sizes of Nominal Long-End Liquidity Support Buybacks Beginning September 9 | U.S. Department of the Treasury home.treasury.gov/news/press…

RT by @DowdEdward: 🎯 This is not QE because Treasury cannot create reserves…not YCC because as no explicit yield ceiling…can evolve into Operation Twist…if >20 & 30-yr debt removed & shorter maturities issued, private investors exchange long duration risk for short duration gov’t liabilities.

https://nitter.poast.org/DiMartinoBooth/status/2090132575104696473#m

Published: August 19, 2026 17:43

🎯 This is not QE because Treasury cannot create reserves…not YCC because as no explicit yield ceiling…can evolve into Operation Twist…if >20 & 30-yr debt removed & shorter maturities issued, private investors exchange long duration risk for short…

RT by @DowdEdward: Credit rating firms warn that insurers can put policyholders’ money at risk when investing too heavily in affiliated companies, creating potential conflicts of interest. “The Mark Walter situation is that on steroids,” said legal economist Andrew Granato. https://www.nytimes.com/athletic/7522366/2026/08/18/mark-walter-delaware-life-filings-dodgers/?unlocked_article_code=1.6VA.PL0u.ZswD9TIZwRO_&source=emp_shared_article&smid=ta-ios-share

https://nitter.poast.org/MelodyGutierrez/status/2089855140820095076#m

Published: August 18, 2026 23:21

Credit rating firms warn that insurers can put policyholders’ money at risk when investing too heavily in affiliated companies, creating potential conflicts of interest. “The Mark Walter situation is that on steroids,” said legal economist Andrew Granato.…

R to @DowdEdward: “The scrutiny of TWG has raised questions about a multi-trillion-dollar private investment industry that has increasingly adopted Walter’s model of pairing insurance capital with alternative investments.”

https://nitter.poast.org/DowdEdward/status/2089850416708395114#m

Published: August 18, 2026 23:02

“The scrutiny of TWG has raised questions about a multi-trillion-dollar private investment industry that has increasingly adopted Walter’s model of pairing insurance capital with alternative investments.”

Mark Walter sought loan from Apollo backed by Lakers stake https://www.ft.com/content/59c06284-d1fd-4223-8e70-e68956b219da?syn-25a6b1a6=1

https://nitter.poast.org/DowdEdward/status/2089850298743570538#m

Published: August 18, 2026 23:01

Mark Walter sought loan from Apollo backed by Lakers stake ft.com/content/59c06284-d1fd…

Nick is doing great work on the nexus of insurance, private credit and private equity. Mark Walter, CEO of Guggenheim, is allegedly under federal investigation and experiencing a margin call. This Byzantine insurance world is starting to see the light of day. Implications: the insurance piggy bank for private credit and private equity models is increasingly under the spotlight.

https://nitter.poast.org/DowdEdward/status/2089833948763640231#m

Published: August 18, 2026 21:56

Nick is doing great work on the nexus of insurance, private credit and private equity. Mark Walter, CEO of Guggenheim, is allegedly under federal investigation and experiencing a margin call. This Byzantine insurance world is starting to see the light of…

RT by @DowdEdward: Morens ADMITS to concealing/destroying federal records surrounding COVID-19 and federal grants to avoid FOIA and the Federal Record Act.

https://nitter.poast.org/SenRandPaul/status/2089812934004269346#m

Published: August 18, 2026 20:33

Morens ADMITS to concealing/destroying federal records surrounding COVID-19 and federal grants to avoid FOIA and the Federal Record Act. MAHA Action (@MAHA_Action) Fauci crony pleads guilty to fraud around COVID. Former senior NIAID adviser David…

Pre AI: “Your carbon footprint is responsible for the humanity ending climate change.” Post AI: “Never mind…our new magic trick needs lots of power.”

https://nitter.poast.org/DowdEdward/status/2089552606918311955#m

Published: August 18, 2026 03:18

Pre AI: “Your carbon footprint is responsible for the humanity ending climate change.” Post AI: “Never mind…our new magic trick needs lots of power.”

“Land, power, shell”…sounds like an electric utility company to me.

https://nitter.poast.org/DowdEdward/status/2089545749080273081#m

Published: August 18, 2026 02:51

“Land, power, shell”…sounds like an electric utility company to me. Jensen Huang (@JensenHuang) — https://nitter.poast.org/JensenHuang/status/2089331487342829862#m

RT by @DowdEdward: Once you’ve read her X thread, I encourage everyone to read this excellent Substack by @MaryanneDemasi.

https://nitter.poast.org/SenRonJohnson/status/2089352819383881980#m

Published: August 17, 2026 14:05

Once you’ve read her X thread, I encourage everyone to read this excellent Substack by @MaryanneDemasi. Maryanne Demasi, PhD (@MaryanneDemasi) 🚨“They lied through their teeth” says US Senator🚨 They claimed the US had the world’s best vaccine safety…

RT by @DowdEdward: 🚨“They lied through their teeth” says US Senator🚨 They claimed the US had the world’s best vaccine safety surveillance. But behind closed doors, the Acting FDA Commissioner warned Fauci it could miss the very injuries patients were reporting. LINK 👇👇 @SenRonJohnson @RandPaul @RetsefL @BrianneDressen @SecKennedy @RobSchneider @DowdEdward @React19org @FLSurgeonGen @KimDotcom @newstart_2024

https://nitter.poast.org/MaryanneDemasi/status/2089294676314804591#m

Published: August 17, 2026 10:14

🚨“They lied through their teeth” says US Senator🚨 They claimed the US had the world’s best vaccine safety surveillance. But behind closed doors, the Acting FDA Commissioner warned Fauci it could miss the very injuries patients were reporting. LINK 👇👇…

RT by @DowdEdward: 2 weeks later, the WSJ caught up

https://nitter.poast.org/zerohedge/status/2089188220399427669#m

Published: August 17, 2026 03:11

2 weeks later, the WSJ caught up zerohedge (@zerohedge) The SPV bubble is batshit insane GOOGL is $826BN and now Meta said it has already committed almost $700 billion in future AI spending (BBG). Across all hypers, off BS commitments are now $3+…

Settled science!

https://nitter.poast.org/DowdEdward/status/2089177975103406225#m

Published: August 17, 2026 02:30

Settled science! Sama Hoole (@SamaHoole) If you had trusted the settled science of the day, here is how it would have gone. 1890s: you dose the baby with Bayer's new cough syrup, the non-addictive alternative to morphine, marketed for children. It…

Monsters.

https://nitter.poast.org/DowdEdward/status/2089160858136146273#m

Published: August 17, 2026 01:22

Monsters. Jeffrey A Tucker (@jeffreytucker) Here is the head of the FDA telling the head of NIH that injury reports are flooding in but industry will not "support" any examination of them "for obvious reasons." So, the head of the FDA admits here that…

“Alex…I’ll take ‘Things people say before an IPO’ for $1000.”

https://nitter.poast.org/DowdEdward/status/2089106881394663548#m

Published: August 16, 2026 21:47

“Alex…I’ll take ‘Things people say before an IPO’ for $1000.” Kalshi (@Kalshi) JUST IN: Anthropic CEO says AI could cure "most" diseases within next decade — https://nitter.poast.org/Kalshi/status/2088785885080789323#m

Slowly the truth about the disastrous Covid Jabs emerges. They knew and we knew.

https://nitter.poast.org/DowdEdward/status/2089084815199142266#m

Published: August 16, 2026 20:20

Slowly the truth about the disastrous Covid Jabs emerges. They knew and we knew. Senator Ron Johnson (@SenRonJohnson) As our investigation continues, we have mounting evidence that, time and time again, those responsible for watching for safety signals…