Made fresh daily! Wow! 🔥@myWinnipesaukee

For the record. Iran’s Historic Mistake Carl von Clausewitz wrote that war is “the continuation of politics by other means.” President Trump grasped this from the start: Operation Epic Fury exists to stop Iran’s nuclear march and restore deterrence, not to pursue the familiar neocon fantasy of occupation and nation-building. Epic Fury is peace through strength in action: credible force applied decisively when adversaries mistake restraint for weakness. By weaponizing the Strait of Hormuz, Iran committed a strategic blunder of historic proportions. Tehran meant to punish America. Instead, it exposed every power built on imported energy, vulnerable sea lanes, and the delusion that globalization repealed geography. China is exposed. Europe is exposed. Britain is exposed. Iran has created a world where hard resource power decides outcomes. Start with China. Beijing’s industrial machine depends on imported oil and gas moving through vulnerable maritime chokepoints, the old Malacca dilemma in modern form. A great power reliant on long, exposed sea lines cannot be secure, regardless of economic scale. The Hormuz shock forced China to scramble for alternatives, proving that size is not resilience. Europe and Britain face the same problem. After escaping Russian dependency, they traded one vulnerability for another, leaning on imported LNG and maritime flows exposed to coercion. When chokepoints tighten, they absorb shocks rather than project strength. European criticism says less about American failure than about discomfort with a world where hard power still matters. Iran’s mistake is that once Hormuz becomes structurally unreliable, the world builds around it. That means bypass corridors, revived pipeline politics, and urgent planning for routes linking Aqaba to Mediterranean outlets near Gaza and the long-stalled Basra-to-Aqaba pipeline. The old energy order is cracking. The UAE’s OPEC exit signals cartel discipline giving way to national advantage under pressure. Trump deserves credit, not European scolding. Operation Epic Fury struck thousands of targets, degraded Iran’s offensive capabilities, and shattered assumptions that the West would absorb escalation without response. The administration acted while others lectured. It restored deterrence in the only language Tehran understands. The larger lesson matters more. Secure natural-resource hard power is what the Western Hemisphere possesses in abundance. The United States, Canada, and the Americas command hydrocarbons, LNG, farmland, freshwater, critical minerals, and strategic depth on a scale import-dependent Europe and Asia cannot match. This crisis clarified, not weakened, the Americas structural position. The financial dimension reinforces the point. Demand for Federal Reserve swap lines during crisis proves King Dollar remains supreme. When stress hits, governments run toward dollar liquidity, not away from it. Hard resource power and monetary power reinforce one another, and the United States sits at the center of both. That is Epic Fury’s real significance. Clausewitz wrote that “the political view is the object, war is the means.” Trump understood that. Iran tried to weaponize geography, Trump turned the confrontation into a demonstration of who is exposed and who is not. The Trump administration deserves far more praise than it has received, and history will likely judge that Iran’s greatest miscalculation was not merely closing Hormuz, but revealing which powers still command the real sources of strength.

Getting ready for America’s 250th #603 style 🇺🇸 @KellyAyotte @NewHampJournal

Coach @KeithMcCullough what are going to do with these bags of silver from @Hedgeye partner @icagold ? We taking the ratio trade recommendation? 📈

$WRBY @HedgeyeRetail Best idea long added to $pink @Mike_Taylor1972 @KeithMcCullough Troglodyte’s working together. Do well, do good 📈

Loved seeing best idea long $crcl added to $HGRO @HedgeyeAM @SamofAmerica @KeithMcCullough #hedgeyenation #followingtheprocess

God Bless America 🇺🇸 The Broads @myWinnipesaukee #merica #603

WATCH: Tuesday at 11:00am ET 🚨 In this special edition of "Real Conversations," Hedgeye CEO @KeithMcCullough welcomes Sam Rahman and David Salem, portfolio managers for Hedgeye Asset Management @HedgeyeAM. Click for complimentary access: app.hedgeye.com/insights/167…

$HGRO @HedgeyeAM FINALLY!! @KeithMcCullough Hedgeye asset management growth ETF! I’m in! #lfg

$pink @Mike_Taylor1972 $arqt

$arqt @Mike_Taylor1972 Can someone check the fax machine? $pink 6.68%

Folks just don’t get it. Rates are declining, Bessent is a happy man. His North Star is the UST 10 yr yield. Not the Fed! Tariffs will eventually force the Feds hand. Let the crazies in the equity futures have their fun. The real information is in the credit markets. UST 10 yr about to break 4%

Learn how to think, not what to think…

We should go to a simple flat tax…eliminating all deductions except a personal deduction for the first $30,000 earned…and eliminate the IRS altogether. No special deals and deductions for the rich or well connected. No IRS agents. No tax lawyers. Done. nypost.com/2025/01/25/us-new…

The honor of a lifetime. 🇺🇸

ATTN: Property Tax Payers: NH Spending More Than $21,000 Per Pupil on Public Education nhjournal.com/nh-taxpayers-s… @nhgop @nhdems

Thanks to @evan_popalis and the @abc27News crew for coming out to our Denver PreP media event. It’s exciting to share the story of our new sorting facility and how it’s helping to divert plastic waste from landfills and feeding Ironton with purer polypropylene bales.

President-elect Donald Trump chooses New Hampshire's Karoline Leavitt as White House press secretary | Click on the image to read the full story wmur.com/article/donald-trum…

‘RFK Jr. is a Conspiracy Theorist that knows nothing about Healthcare…’ THE LAST 4 YEARS…

Hey Jimmy Kimmel, It’s me “Wheezy” the unvaccinated person who a few years ago you said you didn’t want Doctors to help if I was in the hospital but would rather have me die in the hospital corridor. That was hard to watch because we were censored and kicked off social media if we dared question the government’s narrative. But you weren’t censored. You were free to say whatever you wanted, including making those who disagreed with you get more attacked and feel more isolated. But the other night’s emotional monologue of yours was not as hard to watch. Please save your tears for the American Mom and Dad, who for the last 4 years because of Democrat policies, had to decide whether they should buy groceries or fill their gas tank so they could either feed their family or drive their children to school and then drive to work because they COULDN’T AFFORD BOTH! You see, it’s easy for you and Oprah to lecture hard working American parents who both have to work to make ends meat and live paycheck to paycheck because you and Oprah are RICH, FLY PRIVATE PLANES and if food prices go up 26% it doesn’t affect you or YOUR Family at all. If the price of avocados went up to $5,000 dollars, you and Oprah would just eat five grand guacamole. Wealthy Liberal elites who live in guard gated communities are immune from the destructive Democratic policies that have so deteriorated our nation’s cities. The average American family is not afforded that same luxury…and safety. I would say a better focus of your emotions would be on repairing your Democratic Party that moved so far Left that they Left the American people behind. So, you are mistaken in your monologue when you said that “Americans who voted for Trump made a mistake, too.” No, Sir! The American people made a correction against policies that they could no longer stomach. And policies that their country could no longer afford. And it was an overwhelming majority of Americans who made THEIR choice. A choice for a better more affordable America where Free Speech is not under attack but reaffirmed. Make no mistake, this election is an overwhelming and clear mandate for change. And change is needed. And change is coming. I sincerely wish YOU and all the people who voted differently than me all my very best and I will continue to cheer for your success and for the success of ALL Americans. Respectfully, Rob Schneider