Tuesday, May 5, 2026

Milken Conference Midway


The 2026 Milken Global Conference is in its second day.  Founder Michael Milken is the former Junk Bond King who perfected leveraged buyout organizations (LBO).  LBOs have since been renamed private equity underwriters (PEU) and they turned out in droves yet again for the conference, nicknamed California Davos.  


Also in attendance at the event are TechGods and elected officials of both political stripes.  TechGods shifted heavily to the political Red Team, attracted by access to Uncle Sam's wallet and holding off any regulatory oversight.  If TechGods are known for anything, it's their ability to harm innocents as well as offer abysmal customer service.  

Any decent elected official would not offer these people carte blanche anything, much less overlook widespread intellectual property theft while continuously cutting their taxes.


Not pictured for the Red Team is Glenn Youngkin, both a PEU and former Governor of Virginia.  He is at the event and was interviewed this morning on the future of American politics by none other than Rahm Emanuel.  Both men have PEU ties, Youngkin with The Carlyle Group and Emanuel with Centerview Partners.  

Just as PEUs can be on both sides of a deal (debt/equity), they can sit on both sides of an interview and occupy both sides of the political aisle.  


Not pictured is former first lady Jill Biden and former Defense Secretary Lloyd Austin.  They are also speakers.

Global tamperers gather regularly throughout the year.  It's nice the Politicians Red & Blue love PEU and their new TechGod/CryptoBro brethren.  Increasingly, more are one.

Update:  Milken's program description stated Rahm would interview Youngkin.  The actual session showed a moderator from WSJ:


I added the logos of their respective PEUs and the quote at the bottom of the slide.

Monday, May 4, 2026

$TRUMP in Dumps, Like Trump II


Trump's memecoin ($TRUMP) may soon be renamed given its loser status.  An invite to the "most exclusive crypto and business conference in the world" provided no lasting increase in his memecoin's price.  $TRUMP has fallen since the event.

$TRUMP holders may be so disappointed that they come down with a case of TDS, "Trump Disappointment Syndrome."  It's growing exponentially as people watch Trump II flail about.  

His approval rating is sinking like a $TRUMP memecoin.  That requires the big money boys to act.  TechGods, PEUs and CrypytoBros may be tiring of him always calling with his hand out.  Middle East Sovereign Wealth Funds are livid over Trump's jacking up of the Strait of Hormuz.

The big money boys are sending messages left and right to Trump II.  LIV Golf which held events at Trump golf courses - gone.  Funneling money to Trump II and his family via $TRUMP - evaporating.  We'll see if those Middle East real estate ventures remain on track.

Former MAGA mouthpieces are finally waking up and saying the man isn't very Christian.  Tucker Carlson asked recently if Trump is the anti-Christ (a favorite topic of TechGod Peter Thiel).  At the Doha Forum in December Tucker announced his purchase of a home in Doha, Qatar.

Carlson said being around Trump is like a hashish high due to his supernatural powers.  I didn't realize bullying was a supernatural power.  A bully in the White House has many ways of amplifying the power differential.  

When the King holds court, loyal attendants must be nearby in case they are summoned.  A schedule is a plea from the supplicant and the King will address it at his leisure.  He will get to you if you are important enough.  If not, you can return another day. 

Supplicants query as to the mood of the King.  Once a person leaves the Oval Office looking as if they have been violated, the line disappears.  It only reforms after an "all clear" from the King's attendant. 

It's a total loss of agency.  Trump usurps everything.  The system is set up for the bully's will to prevail, for his image to be elevated and your voice to be diminished.   The best one can do is come out with a little trinket.  His enforcers will ensure they finish off whatever damage Trump started.

What took you people so long?  You've been immersed in a dysfunctional, sick, twisted system for a decade.  Plenty of people in that same system noticed his savage whims and worked hard to stop Trump's return to office.  

The big money boys and their think tank stooges have decided Trump is done.  The framing is underway.  Beware the next person they tap in.  They will likely be far more slick and refined.  

Trump is too brash, arrogant and self-absorbed to sell the dumping of Social Security or Medicare.  The public won't buy.  He couldn't even sell a war against religious tyrants.  

Relatively untaxed TechGods have a taste of Uncle Sam's treasure and they want far more for themselves and less for the little people (upon whom they spy, addict, harm, track, belittle and no longer employ).  

That means wrapping AI in Christian missionary terms, like savior.  It will create heaven on earth (or Mars).  It means returning the church to its Roman days, when the church provided for the social needs of members.  Did Marco Rubio preview that in his meeting with Pope Leo?  

$TRUMP has a new Trump Coin Club.  


How about an invitation only meeting/private dinner with the Pope?   Was that Marco's play?


It's $TRUMP's third leaderboard in honor of our world bleeder of souls.  

Politicians Red & Blue love PEU and their new TechGod/CryptoBro brethren.  Increasingly, more are one.  One side is very unhappy.  The big money sponsoring American politicians is not getting value for their investment and their one skill is upending apple carts.  Lots of bruising is on the horizon.

Update 5-7-26:  Trump II had to reverse Project Freedom in the Persian Gulf after Saudi Arabia would not allow U.S. military jets to use bases in their country to support the operation.  The Crown Prince may not have wanted more Iranian blowback from Trump II's savage whims.  

Friday, May 1, 2026

Ben Sasse Has Hope & a Message


Former private equity underwriter (PEU), U.S. Senator and College President Ben Sasse believes TechGods usurping of God's various realms will bring challenges but eventually pave the way for a renewed community based on family, neighbor and a spiritual rebirth which respects faiths of all stripes.  

Sasse is charitable in not projecting social media and other addictive harms forward to AI.  He never strikes out at obvious imbalances brought on by arrogance and greed, the poster children of such are PEUs and TechGods.  Sasse noted their political benefactors who favor self over service and use language to divide while scoring short term wins.

Sasse irritated me in the past as I considered his "loneliness" epidemic to be "leadership abandonment" of common folk.  No more.  

I am grateful to have heard his words.  They are needed given the number of dark arcs rising at home and across the globe where leaders impose widespread harm on their populations for the sake of appropriation of power and resources.  

To his warning I add my own.  Politicians Red & Blue love PEU and their new TechGod/CryptoBro brethren.  Increasingly more are one and for that, citizens suffer.

Update 5-3-26:  My wise friend believes Sasse served the PEU class and himself and did not hear much in the way of regret on these fronts, other than the box of hotel room keys.  
I find it kind of funny for a man that preaches community to always be taking away from others as part of a policy strategy. Maybe our dear friend Ben has never dealt with financial insecurity, obsolescence, and deprivation. These things create stress, especially when the leaders do all of the taking and none of the listening.

To make reference to Edmund Burke given his critique of the French Revolution (extreme inequality among the masses) in an interview to quell the polarization of the nation struck me as a dance meant for another floor. 

His use of the word capitalism and regulation signified it's not the system but the player's responsibility. Oh that's right he's a Calvinist. I'm still not even sure what that word is given the predeterminism and elitism of its religious philosophy.

He spoke about technology being the core of our problems but it didn't stop him from taking money from Microsoft and Google. I also wonder how it feels to have worked against health care for the masses and now needing so much for himself.? God works in strange ways. 
I wonder how others in a similar terminal health situation do if they are not set up financially with a salary for not working and a home that doesn't require rent? Maybe I am being too harsh but I felt it's too choreographed. 
My daughter went to the University of Florida So I remember the budgetary changes plus his over the top parties for friends. It's a real poor community in Gainesville.  Charity begins at home.  Soup kitchens anyone?

Sasse did not own up to the harms he encouraged, implemented and enabled in his various roles where money flowed to him and his various peer sets.  My wise friend made that clear.  

It's interesting to note the multiple themes the political realm has going at the moment:

1. The return of actually living the Gospels within Christianity (contra Trump - the penultimate Old Testament King). 

2.  The earthly heaven that awaits due to AI and technological advances 

3.  The need for the government to structure, fund and subsidize these corporate efforts while cutting actual services for people. 

4.  Gospel speaking Government will shift the burden of "people care" to the Church.

The pairing of the first three should be nails on a chalkboard given the widespread harm TechGods have already inflicted on society, Trump II's history of savage whims and his cabinet's buffoonery and operational incompetence.  

Trump II will need to be jettisoned for the fourth shift to occur as it needs to appear to be a peer to peer transfer.  Trump has no peers.

If God has predetermined that Elon Musk lives forever and garners 200 million shares of SpaceX then let it be so.  I think that's earthly machinations dangled by TechGods to steer attention away from their actual magic, picking Uncle Sam's wallet and mobilizing regulatory heft toward meeting their obscene, outsized needs (to the detriment of the common person's agency. privacy and integrity).  

Jesse noted:

The moral fiber of the oligarchs and financiers is negligible, and their concern for others is worse. 

It's not that they simply do not care. They see the rise of lawlessness as government is undermined as an advantage. 

If the great mass of people are impoverished and impaired, it makes the country all the more pliable for their depraved plans of inhuman acquisition and control. 

This is being propagated from the top, from several seats of worldly power. And the weak-willed and the corruptible are being taken up in this maelstrom of malevolence. 

But whatever happens, you can certainly affect how you act, how you choose to respond. 

And this is what, in the end, really matters. This is what it is all about. Little will remain in the relative blink of an eye, except for your soul. That is what this is all about.

There are people who see and say something.  I am grateful to them all.

Trump Boys Love Tungsten!


The Trump boys and Dominari strike again.  They plan to shift a NASDAQ company from resurfacing existing building exteriors into a rare minerals juggernaut.  And it will do so with Uncle Sam's help.

Skyline Builders Group Holding Limited (NASDAQ: SKBL) is a Cayman Islands exempted company with limited liability with its main assets focused on the construction industry in Asia. In the third quarter of 2025, a group of US investors, led by American Ventures, took control of SKBL via a significant cash injection with a goal to divest of the legacy Asian construction business and acquire assets in the critical material supply chain. SKBL seeks to become a highly strategic supplier of critical minerals and nuclear fuels and will focus on supplying customers in the United States preferentially over customers in other regions to ensure that US customers have access to the critical materials they require. In November 2025, SKBL announced that it had subscribed for an approximate 20% membership interest in an LLC involved in the critical materials supply chain. In April 2026, SKBL announced a Transaction Agreement to effect a business combination with Cove Kaz, a U.S.-backed critical minerals development company focused on advancing strategic resource projects in Kazakhstan.

American Ventures has three funds associated with Skyline Builders.  SEC filings reveal the first (American Ventures LLC, Series XIX SKBL) was for $17.5 million (9-9-25)


The second (American Ventures LLC, Series XXXII SKBL II) for $30 million (12-9-25) and the most recent (American Ventures LLC, Series XIII SKBL III) for $20 million (3-27-26).  It also has one associated with KAZ (American Ventures LLC, Series XLI Kaz) at $14.3 million (3-30-26).

Was American Ventures/Dominari on both sides of the deal prior to bringing the two companies together for fees?  If so, how private equity or Elon Musk of them. 

Dominari ran a $3 million private placement for Skybuilders on 3-30 for 2Shores American GP Corp.  The filing has no other information on who is behind 2Shores American GP Corp.  The address listed is associated with a $400,000 promissory note (at 18% interest) for Simply, Inc by Taylor Capital (1-26-2021).  As the address is a 6,000 square foot home in Fort Lauderdale there is no assurance that this is the same person or company.  That said, someone in South Florida got in on the deal prior to big merger announcement.

The merger press release stated:
For the Projects, the Export-Import Bank of the United States (EXIM) has issued a Letter of Interest for up to $900 million in project financing, and the U.S. International Development Finance Corporation (DFC) has issued a Letter of Interest for up to $700 million. Cove Kaz will be responsible for marketing 100% of project output and has entered into a Letter of Intent with the International Trade Administration at the U.S. Department of Commerce to prioritize U.S. Government and American commercial needs. Total development costs are estimated at approximately $1.1 billion.
The investor slide deck on the merger cites "exceptional U.S. government support."


Dad's White House is at the top of the various government agencies aiding the Dominari/American Ventures effort.

They also recently invested in a Bermuda bank, hoping to turn it into a major stablecoin player.


The Carlyle Group, a politically connected private equity underwriter (PEU), once owned a Bermuda bank, Biutterfield Bank.  Carlyle requires its affiliates to buy from other owned companies even if the price is not the best or if it received lesser quality.  It also did its own broker work and compliance reviews, so no conflicts of interest anywhere!

The Trump boys make bank on Dominari deals in similar fashion.  They have a stake in the affiliate, get a cut of the fees which magnifies the value of their Dominari equity holdings.  It's a cycle, which tainted by political connection and the absurd volume of winnings, is distinctly greedy and unvirtuous.

Politicians Red & Blue love PEU and their new TechGod/CryptoBro brethren.  Increasingly, more are one and their sons shall be far richer than their fathers.  

"Dad, Dad...can we sell the federally subsidized tungsten using stablecoins?  Can we Dad?"

Thursday, April 30, 2026

SPAC-EX IPO Coming


SpaceX, Elon Musk's personal rollup, filed for an IPO.  

SpaceX's value is estimated to be $1.75 to $2 trillion dollars.  

U.S. Senators floated cutting the capital gains tax to help the common person.  

...nearly all of the tax break would go to the top 20% of earners, with the top 0.1% collecting the greatest savings
Politicians Red and Blue love PEU (private equity underwriters) and their new TechGod.CryptoBro brethren.  Increasingly, more are one.

Wednesday, April 29, 2026

State Dinner for a King


King Charles and Queen Camilla dined with U.S. royalty at the White House.  The invitation list included private equity underwriters (PEU), TechGods, conservative media mouths and Trumps.

Marc Andreessen opened an office in Washington, D.C. shortly after affiliate Synapse collapsed. Medium reported on the event in June 2025:
Synapse, backed by Andreessen Horowitz, served as middleware for approximately 100 fintechs and 10 million end users. Its Chapter 11 bankruptcy filing revealed a shortfall of $65–$96 million in customer funds, with $54 million in deposits still frozen as of September 2024, stranding thousands of users. The crisis laid bare the risks of complex middleware systems that promised seamless integration but faltered under scrutiny [1].
Scrutiny?  More like failed under real world use.
Gaps in ledgering contributed to millions of dollars in unreconciled customer funds, a cautionary tale
Blackstone co-founder Stephen Schwarzman just complained about the press and social media's "intensely negative campaign" against private credit (which mostly lends to private equity).

For once the little people don't trust the moneyed class to make good on their bets.  Schwarzman never shared that family offices and sovereign wealth funds were the first to line up at the private credit withdrawal window.  Retirees joined in when the line backed up enough to enter their view.

PEUs and TechGods are largely an insufferable bunch, spoiled by decades of accumulation of money and power.  Fitting that America's First Family shares similar characteristics.  

Everything is a story and when examined they mostly turn out to be hollow sales pitches from the people who brought us dynamic pricing and variable truth.  

Politicians Red & Blue love PEU and their new TechGod/CryptoBro brethren.  Increasingly, more are one.

Tuesday, April 28, 2026

TechGods Create & Destroy


The Independent reported:
An AI agent powered by Anthropic’s leading Claude model has deleted a company’s entire production database, leaving customers unable to access key data. 
“We are a small business. The customers running their operations on our software are small businesses. Every layer of this failure cascaded down to people who had no idea any of it was possible.

TechGods:  Giving customers headaches they don't even know to ask for.

TechGods giveth the database and their AI taketh it and all backups away.

Update 4-29-26:  More on the harm done by AI:

Congress sat on its hands for decades freeing TechGod products to harm children and people.  I doubt that is coming to an end, not while TechGods adorn White House state dinners.