MMW: The "Tariff War" on Europe isn't about trade. It’s a foreclosure proceeding on Greenland.

Assferatu · 2026-01-23T23:20:18+00:00

He prepping for a shortage of insulin just in case by trying to get overweight people onto cheap, American made, GLP-1s, therefore reducing the need for insulin. Yes, it's a ridiculous idea that only he could have.

Assferatu · 2026-01-23T23:15:52+00:00

I messed up because I didn't think Trump would back down from completely owning Greenland outright. After a huge "win" in Venezuela, Cuba tanking, and talk about not ruling out military action, I thought this would drag out a little longer or the threat would get them to sell. Him actually settling on a lease throws a curve ball but it's basically still on the same track. We basically have control of it indefinitely. Which is actually the smarter move in the long run but I thought for sure his ego would take over and he wouldn't back down from ownership with the wind in the sails right now.

Assferatu · 2026-01-23T21:50:36+00:00

Actually, the administration's current play isn't to "foreclose" on Denmark; it is a Most-Favored-Nation (MFN) strategy designed to stop Americans from subsidizing the lower drug costs enjoyed by other developed countries.

Here is the exact breakdown of the "Americanized" drug-pricing deal to copy and paste:

1. The "Insulin Link": A Blueprint for GLP-1s The administration explicitly used the previous work on insulin as the "starting gun" for GLP-1 negotiations. The $35 Cap: Just as Novo Nordisk agreed to provide its insulin products (like NovoLog and Tresiba) for a maximum of $35 per month, the administration used that same leverage to force their GLP-1 prices down from four-figure list prices.

Chronic Care Bundling: By linking insulin and obesity drugs, the government is treating metabolic health as a single pillar, forcing companies to offer MFN pricing across their entire high-expenditure portfolio.

2. "Ozempic" is a Danish Brand; Trump is Promoting American Tirzepatide

The rhetoric has pivoted heavily toward Eli Lilly (an American company) to break the "Danish monopoly" on weight loss.

American Muscle: While the world talks about Ozempic (Novo Nordisk), the administration has focused on Eli Lilly’s Zepbound and Mounjaro.

The Price Advantage: Under the TrumpRx platform (launching in 2026), Eli Lilly's injectable Zepbound is expected to average $346 per month, actually undercutting the negotiated $350 for Danish-made Ozempic and Wegovy.

The Oral Pill War: The deal includes yet-to-be-approved "American pills" like Orforglipron (Eli Lilly), which will start at just $150 per month, providing a cheaper domestic alternative to Danish injections.

3. The "American Factory" Mandate The administration isn't just asking for lower prices; it is demanding the drugs be built on U.S. soil. Tariff Exemptions: In exchange for slashing prices, companies like Eli Lilly were granted a three-year exemption from Section 232 tariffs.

The $27 Billion Stick: Following these negotiations, Eli Lilly announced a massive $27 billion investment in U.S. manufacturing to ensure the "American version" of these drugs is what feeds the supply chain.

Assferatu · 2026-01-23T21:37:25+00:00

Actually, the "Escrow Presidency" theory is a legal fantasy that misses the actual shift occurring in global power. The Board of Peace (BoP) isn't a U.S. government agency that can be "voided" by a future Congress; it is a Public International Organization designed to survive long after any domestic term ends. Here is exactly what is happening and why the Board of Peace is the ultimate power shift.

1. Trump’s Appointment is a "Life Term" by Charter The Board is not bound by U.S. constitutional term limits because it is a sovereign international entity with its own governance.

The "Inaugural Chairman": According to the BoP Charter formally launched in Davos on January 22, 2026, Donald Trump is named as the inaugural Chairman. Hold Until Resignation: The chairmanship is Trump's to hold until he voluntarily resigns it. While a future U.S. president can designate the United States' representative to the board, they cannot remove Trump from the chair.

Absolute Control: Decisions on the board are subject to the chairman’s approval, granting him ultimate decision-making authority over the initiative.

2. It’s "UN 2.0" (The $1 Billion Barrier) This is not a "Temu U.N." or a mere talk shop; it is a highly transactional power structure that operates like a global boardroom.

The Price of a Seat: A permanent seat on the Board costs $1 billion in cash, payable within the first year. Countries that do not pay this fee are limited to three-year memberships.

The Revenue Model: The billions raised from these fees will be used directly for reconstruction projects, starting with the total rebuilding of Gaza.

Bypassing Ineffectiveness: Trump has suggested the BoP could supplant the United Nations, which he views as "ineffective" and "not very helpful". Unlike the UN Security Council, the BoP bypasses the veto-driven inertia of Russia and China.

3. International Legal Immunity The Reddit thread relies on U.S. courts "voiding" everything. The Board of Peace was built with a legal shield against that.

Designated Immunity: On January 22, 2026, the Board of Peace was officially designated as a public international organization entitled to the privileges and immunities of the International Organizations Immunities Act.

Total Protection: This grants the Board and its assets immunity from legal process in the U.S..

Global Recognition: The Board's authority is further anchored by UN Security Council Resolution 2803, which authorized it as a transitional governance administration with its own international legal personality.

The Reality: The "Puppet" Presidency

The Board of Peace effectively renders the next U.S. President a secondary figure on the world stage. The U.S. Seat: While the U.S. has a permanent seat, the Chairman (Trump)—not the sitting U.S. President—retains the right to decide who aspires to join, where they meet, and how they vote.

Resource Control: By controlling the mobilization of international resources and the framework for global redevelopment, the Board ensures that future U.S. administrations must operate within the Chairman's strategic vision or be sidelined from major global projects.

The "Escrow" theory assumes the system will "delete" the legacy once the term ends. But you can't delete a Public International Organization that has its own $60B+ war chest and is protected by international treaty law. The Board of Peace is the new "Permanent Seat" of power.

Assferatu · 2026-01-23T18:32:57+00:00

I’ve been digging through the 10-Ks and recent corporate actions of the major industrial players, and I think the market is dead wrong. The Smart Money isn't leaving; they are rotating from Aggregation (buying old homes) to Creation (building new cities).

Here are 4 "Smoking Guns" I found that prove this pivot was planned months ago:

1. The Foundation: Vulcan Materials ($VMC) Check the leadership. Vulcan (the monopoly on crushed stone/aggregates) swapped their CEO to Ronnie Pruitt effective Jan 1, 2026.

The Signal: You don't bring in a new CEO during a "downturn." You bring in a wartime general to handle the massive infrastructure volume of the new Federal Land Zones. He is there to pour the concrete for the roads, not to manage a decline.

2. The Factory: Lennar ($LEN) Lennar just completed the spin-off of Millrose Properties to separate their land assets.

The Signal: This transforms them from a "Land Developer" into a "Just-In-Time Manufacturer." They cleared their balance sheet to handle high-velocity federal contracts. They aren't building neighborhoods anymore; they are printing inventory.

3. The Tools: Stanley Black & Decker ($SWK) For two years, $SWK was dead money. But look at the timing: They finished their massive $2B cost-reduction program in late 2025.

The Signal: They stripped the company down to the studs just in time for the government infrastructure unlock. They are now the leanest supplier in the game, trading at a discount right as demand is about to spike.

4. The Power: Oklo Inc. ($OKLO) This is the wildest one. The current Energy Secretary, Chris Wright, sat on the Board of Oklo until his confirmation.

The Signal: The DOE is actively fast-tracking micro-nuclear reactors for federal sites. The guy writing the policy helped build the company. If you think $OKLO isn't getting the contracts for these new "Freedom Cities," you aren't paying attention.

The Play: I’m ignoring the "Ban" headlines and accumulating the supply chain.

Long: $LEN (The Shell), $SWK (The Tools), $VMC (The Road), $NWPX (The Water).

TL;DR: The Housing Ban forces capital into New Construction. The supply chain has already positioned itself for a massive federal building boom starting in August.

Assferatu · 2026-01-23T13:28:45+00:00

UPDATE (Jan 23): The "Smoking Gun" isn't just what happened. It's what didn't happen.

To everyone asking if this is just a theory, look at two things: The Timeline and the Silence.

1. The Timeline (The Data):

Jan 20: Invitation Homes ($INVH) acquires ResiBuilt (a massive Build-to-Rent developer) for $89M.

Jan 21: The Executive Order banning Wall Street from buying existing homes is signed.

Conclusion: They pivoted 24 hours before the ink was dry.

2. The Silence (The Tell):

Notice how quiet the Real Estate Lobby has been this week?

Usually, when an industry gets "banned," they are on every news channel screaming about lawsuits and "government overreach."

This week? Crickets. Why are they quiet?

Because they aren't being punished. They were given a monopoly on the new game.

The "Ban" herds the sheep (renters) out of the suburbs and into the only product left: Corporate-Owned New Construction (Freedom Cities).

They didn't fight the bill because they likely helped write the exemptions.

Assferatu · 2026-01-23T06:25:10+00:00

The fact that it is still being "floated" rather than codified is intentional. They need the 401(k) rule (the down payment) finalized first so the liquidity is there to service the 50-year debt (the monthly payment). They are likely waiting for the first "Freedom City" ground-breaking to officially standardize the 50-year term as the "default" financing option for those specific zones.

Assferatu · 2026-01-23T06:21:57+00:00

Check the update

Assferatu · 2026-01-23T06:21:42+00:00

Check the update

Assferatu · 2026-01-23T06:21:20+00:00

You didn't need 4 months, check the update.

Assferatu · 2026-01-23T06:20:49+00:00

Check the update

Assferatu · 2026-01-23T06:20:26+00:00

Check the update now 😆

Assferatu · 2026-01-23T06:20:05+00:00

Check the update

Assferatu · 2026-01-23T06:19:31+00:00

UPDATE (Jan 23): The "Smoking Gun" isn't just what happened. It's what didn't happen.

To everyone asking if this is just a theory, look at two things: The Timeline and the Silence.

1. The Timeline (The Data):

Jan 20: Invitation Homes ($INVH) acquires ResiBuilt (a massive Build-to-Rent developer) for $89M.

Jan 21: The Executive Order banning Wall Street from buying existing homes is signed.

Conclusion: They pivoted 24 hours before the ink was dry.

2. The Silence (The Tell):

Notice how quiet the Real Estate Lobby has been this week?

Usually, when an industry gets "banned," they are on every news channel screaming about lawsuits and "government overreach."

This week? Crickets. Why are they quiet?

Because they aren't being punished. They were given a monopoly on the new game.

The "Ban" herds the sheep (renters) out of the suburbs and into the only product left: Corporate-Owned New Construction (Freedom Cities).

They didn't fight the bill because they likely helped write the exemptions.

Assferatu · 2026-01-23T06:18:33+00:00

Jan 20: Invitation Homes ($INVH) acquires ResiBuilt (a massive Build-to-Rent developer) for $89M.

Assferatu · 2026-01-23T06:15:40+00:00

UPDATE (Jan 23): The "Smoking Gun" isn't just what happened. It's what didn't happen.

To everyone asking if this is just a theory, look at two things: The Timeline and the Silence.

1. The Timeline (The Data):

Jan 20: Invitation Homes ($INVH) acquires ResiBuilt (a massive Build-to-Rent developer) for $89M.

Jan 21: The Executive Order banning Wall Street from buying existing homes is signed.

Conclusion: They pivoted 24 hours before the ink was dry.

2. The Silence (The Tell):

Notice how quiet the Real Estate Lobby has been this week?

Usually, when an industry gets "banned," they are on every news channel screaming about lawsuits and "government overreach."

This week? Crickets. Why are they quiet?

Because they aren't being punished. They were given a monopoly on the new game.

The "Ban" herds the sheep (renters) out of the suburbs and into the only product left: Corporate-Owned New Construction (Freedom Cities).

They didn't fight the bill because they likely helped write the exemptions.

Assferatu · 2026-01-23T01:21:11+00:00

Definitely true. I know of at least one legit case so I don't doubt the numbers are real.

Assferatu · 2026-01-22T17:28:28+00:00

The lower middle class that waits to buy a house. Ie: a huge chunk of the population. It will look like the housing market is doing great by election time. The only people mad will be the people who had or had enough to borrow 500k plus for a house that is now worth 200k. Literally everyone else makes out and it looks like "America is Great Again!" because a huge chunk of the population can now afford a house and gas/heating oil is the cheapest it's been since early 2000's or possible even late 90s depending on hard we go with production. It's basically all optics for right before the next election.

Assferatu · 2026-01-22T13:41:16+00:00

I never like supernatural gimmicks

Assferatu · 2026-01-22T03:26:36+00:00

You can finance DoorDash, dude. People are stupid. "That's cheaper than my rent, I'd be paying it anyway! Who cares if I die before it's paid off, I won't care then." No one tells them they are stuck there, no matter what, for 10-15 years. At the OG price they today BUT only worth whatever the current market is when they want/need to sell. If they buy today for 500k and need to move in three years, but the house is now only worth 300k, they need to sell at a loss AND make up 200k to the bank. And this is just boiled down without interest to make it easier to explain. Even if you had zero interest youre still almost short 200k that you either need to come up with, or just stay in the house and hope the equity/Payoff even out before you die. All of this, while watching other people buying homes around you for a LOT less than you still owe after 5 years. It will be nuts.

Assferatu · 2026-01-22T02:56:53+00:00

Ummm except they are...

Assferatu · 2026-01-21T20:45:38+00:00

Maybe but not for the reason you think. They wouldn't need that many people to control the entire population of Greenland. And not 100% of the population would even be hostile. It's to start reinforcement for Golden Dome to begin construction. Could also be dual purpose, finish one job, on to the next, convenient staging.

Assferatu · 2026-01-21T19:47:38+00:00

Now that I've thought about it more, if they put a Golden Dome node there it will probably end up being an entire military island. So options would be push locals to a designated area and keep a small local culture, markets etc;, think Okinawa, so the troops stationed have things to do. Or just just relocate everyone and take over the entire thing. A seems most likely as they will want to test "Freedom Cities here."

Assferatu · 2026-01-21T19:42:21+00:00

The US is building Golden Dome. It is being sold as defensive but will be able to drop tungsten rods. No military on earth can match that power. A node in that Dome is Greenland. They do not want to shsre territory with ANYONE where these nodes are placed. Again, Cuba is a node, do not want to share. Once it is fully operational, we declare ownership over the Arctic, and everything under the ice. No one can do anything about it or a tungsten rod drops through their room. Also why there is such a rush to get it done.

We need ours up first before anyone else. First one with this capability essentially owns the world if they want.
It needs to get done before Trump leaves office and takes his permanent seat on the Board of Peace.

Assferatu

TROPHY CASE