November 14th, 2024 • 3h 24m
Shownotes
Every new episode of No Agenda is accompanied by a comprehensive list of shownotes curated by Adam while preparing for the show. Clips played by the hosts during the show can also be found here.
Trump
Trump Media + X (twitter) reverse merger Theory
This is a fun one. I got the idea from Matt Levine at Bloomberg.
- DJT recently announced its third-quarter earnings: _a $19.2 million loss on $1 million of revenue._
- Yet DJT's market capitalization is ~ a staggering $7.4 billion
So whats up with the valuation?
One possible answer lies in the world of _reverse mergers._
Why doesn’t Musk use DJT’s public listing to take his private company, X (formerly Twitter), public again.
- X has lost value as a private company — forced to rely on cash flows without benefitting from speculation.
- A publicly listed X would leverage the meme-stock story driven valuations (like we see in DJT).
- Then I can imagine Musk following the Michael Saylor playbook with bitcoin treasury gymnastics and create shareholder value at of thin air. Can you imagine. BLAST OFF!!
Here’s the original Matt Levine that got me on this idea:
_“If Twitter is a private company and you own almost all of the equity, you are mainly exposed to its cash flows, not the meme potential of its stock. If you take it public and sell a bunch of stock to your ardent fans, the business results matter less, and your ability to attract attention matters more."_
China
AF Airman China BOTG
I hope this email finds you well,
I am a Senior Airman in the United States Air Force. I work
maintenance on B-52s and you guys were talking about China on the last
episode and I had some insight on what they tell us about the upcoming
conflict: we made new AMUs (aircraft maintenance units) that are now
bomber generation squadrons with the intent to have them ready to go as quickly
as possible for upcoming missions and conflicts. Now on to China, they tell
us constantly to stay ready for the upcoming conflict and that it will be
sooner rather than later. We are sending birds all over the world as an
act of "deterrence". I hope this helps, we are expecting sometime between
2025-2026 to start a conflict as they believe that China will take Taiwan
soon since they have a lowering birthrates and the population is
diminishing and their time to act is now.
Lockheed Martin China BOTG
ITM Adam
Sitting here in real time at my (Lockheed Martin) shhh
all hands meeting. Same guy I mentioned in my last boots on the ground correspondence was on the stage. Same China warning. A new face is on the stage now. Decorated Female marine heavy lift pilot. She is going deep into the China rhetoric. Pushing heavy marine recruitment goals to be ready for …wait for it… 2027 China issues. It’s far from behind the scenes now. Out in the open and the Trump appointments line up with this perfectly. I do believe… you guys nailed this one.
If we ever meet, I may have more to say but this is it for now
Best regards
4 more years
Biden
Daddy Long Legs Meeting
Considering Biden sabotaging the party by ramming Kamala down their throat, wearing a maga hat and Jill wearing red when she went to the voting booth, it's possible Biden gave Trump some good info or skeletons, possibly in exchange for pardon(s)
That said, Trump is 6'3", Biden in 6'0"
So 4 inches were added to Biden's height with his ortho shoes?
I'm think that's Daddy Long Legs, not Biden.
M5M
Season of Reveal
15 million missing voters
Trump won despite:
Full media assault
Inciting an insurrection
Racist
Rapist
Mentally ill
Favors only the rich
Will take away your "rights"
Will be a dictator
Will rip up the constitution
Will use the military against opponents
Hates gays, trans and women
Project 2025
Hitler
Lawfare
SCOTUS insurrection
Booking him
Huge fines
DoJ arracks and home raids
Celebrity endorsements
Algo and search manipulation
Multiple assassination attempts
CNN host Chris Wallace leaving network after 3 years to explore possible full-time podcasting career
MSNBC Ratings
Big Tech AI and the Socials
Diddystein
Archbishop BOTG
Hi Adam
Hello from Scotland. I wanted to give a heads up re Justin Welby and his resignation and the accusations.
I have met Justin and he is an honest Godly man of faith (born again). Although there were failings what actually has occurred is when he came into his role as Archbishop he found that the institution of the Anglican Church had several abuse cases that were not dealt with and his office started to address this issue. Welby even commissioned the report that people are saying he should resign over!
I fear this is a case of putting someone's sin on another person... sounds familiar.
What will happen next is a DEI Archbishop likely the Bishop of Dover (extreme liberal) will be appointed the first female Archbishop. It feels like a complete set up!
I will send a couple of interesting video links...
Dean (Sir Scotland the Brave)
FEMA and NOAH
NOAH and FEMA
FEMA's relationship with Naturally Occurring Affordable Housing (NOAH) is primarily connected through disaster preparedness, resilience, and flood management efforts aimed at protecting low-income households. NOAH units often house vulnerable populations who may lack resources for rapid recovery after a disaster, so integrating these affordable housing units with disaster resilience is essential.
One critical area of focus is flood risk, as approximately 24% of NOAH units are located in 100- or 500-year floodplains, putting them at heightened risk for flooding. FEMA’s floodplain mapping and National Flood Insurance Program (NFIP) support efforts to help these properties and residents manage risk, often by encouraging flood insurance or upgrades to make housing more resilient to extreme weather events. FEMA collaborates with local governments and housing advocates to mitigate risk, with the goal of reducing costs for tenants and avoiding displacement from weather-related crises.
Additionally, FEMA’s involvement in resilience aligns with broader affordable housing goals to reduce the environmental impact of NOAH properties. Investments in energy efficiency, sustainable construction, and weather-resistant infrastructure can decrease operating costs and maintain affordability over time. By working with entities involved in affordable housing, such as HUD and community-based organizations, FEMA helps integrate climate resilience into these units, aiming for long-term housing stability, affordability, and safety for low-income communities.
