…I knew something was off when he [Brother Nathaniel] was supporting Russia….
Jack
I somehow ended up on an email distribution list that includes many of the so-called alt-media personalities. This list includes the email addresses of people like SGT and Jim Fetzer.
I find it fascinating, in that there is so much infighting and backbiting from amongst the ranks. What these people write in their emails and how they criticize others is shocking.
The only conclusion I can come away with is that there are a number of these personalities that are not who they claim to be. If the goal is to create dissension from within the ranks, I say it’s mission accomplished.
I read all the bickering emails and I see the true colors of these people. It’s not what’s portrayed publicly.
With respect to Nathaniel, I’ve monitored him for close to two decades. As I’ve walked my path further with the written word, I’ve been able to better articulate the hermeneutical fallacies in his message, as well as those of the others that populate the alt-Christian sphere.
All I can say is that the deceptions run deep. And it’s a shame, too, because many of the followers of these so-called Christian personalities have been set up for failure. This is why this blog emphasizes independent thought and the rejection of following others, regardless of what they may say.
In Nathaniel’s case, his whole routine denigrates Caucasians either directly or through faint praise.
Nathaniel says he has secret funding to carry on his “mission”. Hmm….
He’s a Jew who pushes the judeo-Christian routine. He poses as an “insider”. Take my word for this, a Jew never escapes, and in Nathaniel’s case, he’s a pro-Putin deceiver. This is why other Jews as well as Jeff Rense push him.
The entire stack of alt media personalities is primarily designed to keep the Caucasian Israelites from figuring it out who they are. The goal is to demoralize the white European Caucasian at all costs. Nathaniel works wonders.
We all know that something is wrong and that the hour of the time is near. But the ultimate goal is to keep the descendants of those described in the old texts from figuring out how circumstances will unfold. This will help cause maximum damage, and in this regard, the alt media hucksters have been very successful.
New York Federal Reserve
Center for Microeconomic Data
October 7, 2025
September Survey: Inflation Expectations Tick Up at Short- and Longer-Term Horizons; Labor Market Expectations Deteriorate
•Median inflation expectations increased at the one-year-ahead horizon to 3.4 percent from 3.2 percent and at the five-year-ahead horizon to 3.0 percent from 2.9 percent. They remained steady at the three-year-ahead horizon at 3.0 percent. The increase in the year-ahead measure was largest for those with at most a high school education and those with household incomes under $50,000.
•Median one-year-ahead earnings growth expectations decreased by 0.1 percentage point (ppt) to 2.4 percent in September, the lowest reading since April 2021.
•Mean unemployment expectations—or the mean probability that the U.S. unemployment rate will be higher one year from now—increased 2.0 ppts to 41.1 percent.
•The mean perceived probability of losing one’s job in the next twelve months increased by 0.4 ppt to 14.9 percent, above the trailing twelve-month average of 14.1 percent.
https://www.newyorkfed.org/microeconomics/sce#/https:
I remember the time when Jeff Rense and Henry Makow had a falling out in 2011 after the Fukushima incident. Henry Makow claimed a bomb exploded at Fukushima setting off the nuclear incident while Jeff Rense claimed that it was just the Tsunamis and mechanical failure. As a result, they had a serious falling out with personal attacks. The nasty comments back and forth between the two were astounding. That kind of tipped me off at how biased and untrue these alt news guys are. If these guys really cared about exposing the truth they would work together instead of backbiting. Alex Jones turns me off with his outright obnoxious talking. All alt news is biased and one has to take their news with a grain of salt discernment. In addition, I am tired of these guys predicting events don’t happen.
Any news that you hear has to be taken to the Lord God in prayer. Prayer is the only way you get unbiased truth.
I have learned a lot from Henry. None of us are all knowing. He’s done a lot to show how the supposed leaders opposing each other are just like pro wrestling. All have the Chabad visit their offices and get a cool photo op.
I also was pulled in by Bro Nate and Henry. However they both follow the mainstream storylines without any doubts, and that was a turnoff as sometimes any 3rd grader can see thru it, so why can’t these guys…. Henry is currently promoting some dude from the fake Gaza event with a Gofund me. New shoes and clothes yet starving and has to cook rice on a fire. Ya sure! Henry needs to know by putting that on his website he discredits himself and ruins any goodness from his previous articles and books. Stone I think you are on the email list because you post on Henry’s website, and one of the more informative contributors. Also Nate has been asking for donations since day one and saying he has to shut it all down if he doesn’t get a certain amount, and he won’t post a coment if it has too much truth. Rense has been there forever and Fetzer is a slob that just regergatates what everyone else already said.
Entertaining with some truth thrown in the mix.
From seeking alpha
Standard Lithium: What Lithium America’s Breakthrough Means For The Stock
Oct. 06, 2025 12:54 PM est
•Standard Lithium stands to benefit from recent U.S. government support for domestic lithium projects, as seen with Lithium Americas.
•Standard Lithium’s Smackover project boasts strong economics, a major partner in Equinor, and proven direct lithium extraction technology with real operational data.
•The market has begun to price in potential government backing, but SLI’s valuation does not yet fully reflect possible equity stakes or subsidies.
•Standard Lithium is rated a speculative Buy, offering high upside for patient investors, especially if U.S. policy prioritizes supply security over short-term lithium prices.
The question that triggered it all
In my last article on Standard Lithium Ltd. (NYSE:SLI), I received a question in the comments that stayed with me: “I wonder what the implications for SLI are given the recent developments with LAC.”
I admit it struck me as direct but hard to answer in a single line. What just happened with Lithium Americas Corp. (LAC) is not an isolated move but rather a message of industrial policy, geopolitical strategy and, above all, a hint of how the US lithium market could be reshaped in the coming years. That’s why I decided to write this article, to look more closely at these recent events.
What happened with LAC: it was not a simple loan
I have been following Lithium Americas for a long time, and its weak point, as I mentioned in previous articles, was always financing. The Thacker Pass project is huge, but doubts about capital and execution weighed on it. In fact, I wrote in September that my stance was hold with a positive bias, because the valuation already discounted higher lithium prices than today.
And suddenly, just days after publication, something unexpected happened: the Department of Energy (DoE) not only restructured the $2.26 B loan but also took an equity position.
The U.S. government has agreed to acquire a stake in the company, confirming reports that sent the stock price skyrocketing.”
When I read that phrase in Bloomberg, I realized something had shifted in the industry.
And I stop here because I don’t see this as a minor accounting detail. It is the state saying, I want to be part of your risk and your profit because I need you to produce, no matter what.
In a sector used to volatility and governments that finance but rarely get directly involved, this feels like a historic turn.
How do I read it for Standard Lithium?
What does this mean for SLI? My answer is straightforward: if the government has already moved to take equity in LAC, it is reasonable to think that other strategic projects, such as Smackover in Arkansas, could receive similar treatment.
Let’s not forget that SLI is not just another junior. Their September SWA Project DFS showed a NPV of $1.7 B, an IRR of 20.2% and very competitive operating costs of $4,516/t. It also has Equinor ASA (EQNR) as a 45% partner. I’ll return to this later with the detailed numbers, but the key point is that Smackover is already positioned as a strategic project.
In other words, if the DoE wants to spread risk and secure domestic production, Smackover looks like it’s right at the front of the line.
Here, I add a personal reflection: when I analyze these projects, I don’t like to fall into the trap of the “magic NPV” built on assumptions of $22,400/t of LCE, because the reality is that spot is closer to $9,300/t today. But Washington’s move with LAC reminds me that, in this case, spot matters less than security of supply. The news of the last few days shows us that the State is willing to back projects even if market prices don’t cooperate, because its horizon is measured in decades.
SLI’s technological advantage
Another point that seems key to me is technology. I’ve seen dozens of juniors promise miraculous DLE. But SLI has been testing it in the field for years: more than 12,000 cycles, 95% recoveries, and impurity rejection above 99%. Most importantly, it has had a demonstration plant operating since 2020, through which more than 31 MM gallons of brine have passed.
Personally, this inspires a lot more confidence than glossy renders or PowerPoint mock-ups. Here, there is hard data, there is real operation. And in a sector full of promises, that difference matters.
Financial position of SLI
To get a broader idea of feasibility, I do not only stay with the technology or the NPV, but I think we have to ask, do they have enough cash to go into production?
As of June 30, 2025, SLI had $33.8MM in cash, zero debt, and positive working capital. To this is added a $225MM grant from the DoE to finance the first phase of the project in South West Arkansas, which significantly reduces the risk of dilution.
I think it is important to stress also the role of its partners. EQNR covers capital commitments at the project level, while Koch Industries retains a 6.6% shareholding. With 204MM shares outstanding and a market capitalization close to $600MM at the end of August 2025, SLI maintains a reasonable structure to move towards the FID planned for the end of the year.
Valuation update
The September 2025 Definitive Feasibility Study (DFS) was, in my reading, a key step: it reported an NPV of $1.7B, an IRR of 20.2% and operating costs in the first global quartile of just $4,516/t. Initial production targets 22,500 t/year of lithium carbonate, with the possibility of doubling in a second phase.
Comparing these numbers with the market capitalization of $600MM, we see a strong discount. Even with a lithium price of around $10,000/t, the project retains significant strategic value.
Personally, I see that the background of state involvement in LAC could open the door to a similar move with Smackover. That possibility is not yet reflected in the current price, and it is precisely what leads me to maintain the vision of SLI.
The market is beginning to understand
The market doesn’t always anticipate well, but this time it seems to have caught the scent. In one year, SLI is up more than 120%, far outpacing the S&P 500. And interestingly, the day DoE’s deal with LAC was announced, SLI also jumped. For me, that reaction was no coincidence; it suggests investors are betting Smackover could be the next big beneficiary.
Of course, I also ask myself, isn’t the market running too far ahead? Isn’t it risky to buy after such a sharp move? And my answer is that, while the stock has climbed a lot, there’s still nothing in the price that reflects the possibility of government equity or additional subsidies. If that materializes, today’s capitalization may still look small compared to the potential.
The problem of cheap lithium
So far, all good news. But what if lithium stays below $10,000/t for several years? If that happens, the $1.7 B NPV SLI presented would shrink significantly. Still, Washington’s decision with LAC convinces me that the equation is not just about spot but about national strategy.
The looming American manufacturing boom
We’re reshoring jobs, production at a pace not seen in decades
Corporate finance news outlet CFO Brew recently reported that Federal Reserve surveys painted “a mostly lackluster picture of September manufacturing activity” across the country. The Institute for Supply Management said a contraction in U.S. manufacturing reached its sixth straight month. Researchers at the Massachusetts Institute of Technology say American manufacturing is in a “quiet crisis.”
Really? A crisis? The people who look at this data and think U.S. manufacturing is in crisis are missing what’s actually happening. What’s actually happening is a looming manufacturing boom.
Case in point: I have a client near Philadelphia that sells coated and laminated film products for packaging, labels, rubber, sealants and tape. A few years ago, India and China were its main sources of supply. My client has changed suppliers to domestic companies. It changed what it bought, investing instead in new property and equipment to do more coating and laminating itself, here in the U.S. It has increased its workforce by 30% in the past two years. Its general manager tells me it has a list of prospective customers “begging” to buy once it’s fully up and running.
Article continues…
https://www.washingtontimes.com/news/2025/oct/6/looming-american-manufacturing-boom/
The real reason why home prices aren’t truly falling never seems to come up in these articles. The real reason is that the rental income equivalents are still yielding attractive numbers. A home seller who decides to rent quickly realizes how expensive it is to sell a home and then how high rents are, and often decides to stay put.
_________
Here’s why the housing slowdown isn’t lowering home prices
https://www.cnn.com/2025/10/07/economy/housing-market-slowdown-lower-prices
I live in Fairfield Glade, TN. It’s a resort/retirement community. 5 golf courses, pickleball etc. with an average age of 70. It is not unusual for a home that sold for $120,000 in 1990 to sell today #350,000. It’s primarily because boomers from other states come here with their homes sold and put up cash for the homes here. Of course, they think in 20 years they’ll be able to get $600,000 when they sell.
That’s cheap, especially considering these houses rent for b/w 2300-2500.
Watch out for private equity. If your community was closer to say, Knoxville, investors would be scooping them up.
If TMQ is rocking into a $1 billion dollar company, what does that mean for SLI? I think there is still some nice upside with little downside risk.
Suprised it didn’t sell off. I’m used to seeing stocks that spike, tank within the next day or too as offerings come out and kills any chart studying, so mentally i’m unable to hold. Especially ones that not many wanted prior to the news. If the EV boom is to continue the USA needs a supply other than overseas so the upside can continue on that.
Evidently, John Paulson made a 275% return on TMQ. He recently bought in at just under two and pocketed about $75 million.
He is heavily into NAK.
Evidently, SLI isn’t entirely joining in on the Trump investment train, because SLI has deep-pockected EQNR to back them up with their huge domestic lithium projects.
As war approaches, the needs of domestic sourcing will grow and lithium from all locations will be of paramount importance for national security purposes.
I mean, I bought into my SLI position at about 3.10, and though it’s over a dollar higher, I feel like I’ve left so much money on the table.