Good morning kings, I am at the beach all week surf fishing slugging Kona’s and Pacificos but I wanted to make sure to stick to our regular post cadence in between tequila soda pineapples and aggressive sun burns.
Welcome to all of the new subs. I wanted to thank all of you for helping us get over 26,000 subscribers. To the paid subs — you all will continue to receive the differentiated commentary, forecasts, and takes that have helped Arb Letter grow to the top of the Substack best sellers list.
The coming months will be rich with content that is for sure.
The truth matters more than ever now. Alternative viewpoints and commentary are more important than ever as global powers attempt to centralize power, silence dissent, and control the narrative on everything from the health of the economy to crime to immigration to inflation to elections to war.
I know those of you that are freedom loving critical thinking kings realize how serious the times are that we live in. These are monumental shifts in public opinion, society, and markets — the world is changing and the gatekeeping elite who have created many of the predicaments that we find ourselves in are running out of options.
We are approaching a cross roads on the global geopolitical and societal stage in which far left media organizations and governments globally are beginning to to panic — it’s obvious if you are paying attention. On the heels of the unrest in the UK we are seeing grave oversteps of government power, censorship, and big brother that’s beginning to somehow span continents.
The European Commission threatened Elon Musk over his Donald Trump interview last night on X. Elon responded with the classic Tropic Thunder meme of Les Grossman saying “take a big step back and literally f*ck your own face” lmao well played. By coincidence Elon reported a massive DDOS attack on X minutes before the spaces was supposed to go live.
Many are still oblivious that Elon taking over Twitter was a monumental moment for free speech as evidenced by these bug-men euro freaks panicking that the interview might sway people’s opinions. They cannot stand that they don’t have control of X now. They own Google, Meta, and other tech companies but without control of X there’s a glaring hole in their web of lies and propoganda. Wouldn’t surprise me if they tried to kill Elon to be honest.
Covid would of turned out entirely different had he owned X during that time — you could make an argument that the 2020 election would have as well. By now if you should be familiar with the Twitter Files that revealed Twitter execs directly colluding with the federal government, FBI, and DHS to censor and tailor Twitter — this is a verifiable fact and everyone should care.
X is one of of the last remaining areas where you can actually get unfiltered opinions and news that leftist big tech companies would salivate at censoring. Ignore the betas crying and coping about how it’s full of hate speech and “misinformation” — like any public square there’s noise — but that’s free speech. Can’t have it without people being able to say things you don’t agree with.
But more on this in today’s post.
Here are some updates from the week that you likely missed if you listen primarily to mainstream news sources or hanging out in normie circles:
The unemployment rate has now risen nearly a full percentage point from its modern low (4.3% in July, versus 3.4% in April 2023), and job growth had decelerated substantially, per Axios.
Fighting in and around Kursk inside Russia potentially led to the Zaporizhzhia nuclear plant catching on fire, Putin is taking this advance seriously and it elevates the possibility of the US becoming directly involved in the region
Tyson Foods says it is laying off over 400 employees in their North Carolina location
Pro-Palestine protesters shut down the freeway in LA
The US Secretary of State approved a fresh sale of over $18.8 billion worth of military equipment to Israel (Spectator Index). Faytuks News reports the following included in this sale:
- 50 F-15 aircraft - 30 AMRAAM missiles - 32,739 120mm tank rounds - 50,000 120mm mortar rounds - Medium tactical vehicles
An alert was declared at the Vogtle Electric nuclear power plant earlier this afternoon due to an unknown emergency (Rawsalerts)
The bodies of six world-leading oncologists that some are claiming were set to present the link between mRNA and turbo cancers were found on Friday in the wreckage of the plane that fell from the sky in Brazil killing all 62 people on board. They were headed to the SBTMO conference in Sao Paulo. Don’t worry I’m sure there’s nothing else to see here especially given 7 other doctors switched their flight last minute.
Today’s deep dive is going to cover a substantial amount of content including:
Markets & Crypto: My top equity picks that I am adding right now, as well as an outline of the top 10 cryptos/alt coins I am long besides BTC/ETH
The escalation in Russia as Ukraine pushes into the Kursk region
New updates on the US presidential race front
Some of the disturbing trends we are seeing in the US as the repercussions of unvetted illegal migration continue
Point of today is to get everyone up to speed on need to know intelligence and updates globally in a short amount of time in one central place.
An early head’s up here — our paid subs are our most highly engaged and invested readers, so you can expect more content to shift in that direction, free markets and news analysis will continue to come out.
Let’s start with my top equity picks and alt coins I am slowly starting to add ahead of what I believe to be a steady pump in crypto barring any significant bumps in the road between now and January.
Europe has fallen. Orwell‘s satirical Ministry of Truth is now a dystopian reality. Technocratic totalitarianism has turned lies into truth,and war into peace. Coming to America soon if this election goes to the party of censorship and anti democracy lawfare.
—RFK Jr.