Watch: US Naval Forces Now Have Suicide Drones

Watch: US Naval Forces Now Have Suicide Drones

U.S. Naval Forces Central Command and the 5th Fleet successfully tested a low-cost kamikaze drone from the deck of the USS Santa Barbara (LCS 32), an Independence-class littoral combat ship.  

The test of the Low-cost Unmanned Combat Attack System (LUCAS) was completed in the Arabian Gulf region and marks a “significant milestone in rapidly delivering affordable and effective unmanned capabilities to the warfighter,” Vice Adm. Curt Renshaw, commander of NAVCENT/C5F, wrote in a statement.

The sea-based test follows U.S. Central Command’s announcement of the U.S. military’s first one-way-attack drone squadron based in the Middle East…

Cheap kamikaze drones are reshaping the modern battlefield by dramatically reducing the cost of precision strikes. Equipped with low-cost warheads, these drones cost a fraction of cruise missiles while being capable of swarming overwhelming missile defense shields. Their effectiveness has been demonstrated repeatedly in Ukraine, where cheap, disposable drones have crippled air defenses, struck critical power grid infrastructure, and oil/gas tankers.

Tyler Durden
Fri, 12/19/2025 – 23:00

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The Crisis Of Disability In America

The Crisis Of Disability In America

Authored by Jeffrey Tucker via The Epoch Times,

The Bureau of Labor Statistics has an ongoing household survey to provide a snapshot of where we are in jobs and the labor market generally. This survey has usually proven to be the most accurate measure. Part of the survey includes questions concerning disability. It’s not about claims; it’s about answers to the following questions.

  1. Are you deaf, or do you have serious difficulty hearing?

  2. Are you blind, or do you have serious difficulty seeing even when wearing glasses?

  3. Because of a physical, mental, or emotional condition, do you have serious difficulty concentrating, remembering, or making decisions?

  4. Do you have serious difficulty walking or climbing stairs?

  5. Do you have difficulty dressing or bathing?

  6. Because of a physical, mental, or emotional condition, do you have difficulty doing errands alone such as visiting a doctor’s office or shopping?

You can take issue with this questionnaire and observe that people might perhaps exaggerate. Who, for example, hasn’t navigated a long flight of stairs and found himself rather fatigued at the end? Chronic obesity would tip the scales. At some point in the aging process, we all become disabled.

But let’s say you run the same exact survey for 20 years. Even with inaccuracies in reporting, even with a tendency to exaggerate, the trend line would still be highly significant if only because the survey methods remain the same.

Here is where the news gets grim. The latest survey reports that 36.63 million Americans have a disability. That’s an increase of 7 million over the summer of 2020, at the time when we were supposed to be in the midst of a debilitating pandemic.

The disabilities began to soar only after the inoculation was pushed and sometimes forced on the public.

The upward trend began in February 2021 and has not stopped.

Edward Dowd, investment analyst and author of “Cause Unknown: The Epidemic of Sudden Deaths in 2021 & 2022,” comments:

“The November US BLS Disability data has been updated and it’s grim … new highs across the board. Disaster.”

It is not plausible to attribute all the increase to the COVID shot, which is now widely acknowledged to be neither safe and nor effective. At the same time, it would be naive not to attribute some or a substantial or even the dominant part of the reason to the debilitating effects of the supposed cure. This is surely one of the great failures in the history of pharmacology. And the data here tells the story.

Other factors aside from the vaccine gone wrong might be substance abuse, depression, lack of exercise, poor diet, and the chronic disease problem generally speaking. The ill health both physical and mental in the United States is breaking all records. That is impacting reporting on disability and also the way in which labor markets are handling disability.

In the backdrop of this is a long-broken system for dealing with the disabled. People injured by the shots, for example, have essentially no options for redress because the makers lobbied for and obtained a liability shield in 1986. Even with documented and obvious harms, the injured have nowhere to go. One hopes that this unjust system will be revisited completely at some point.

My very first assignment in journalism school was to track the progress of the Americans with Disabilities Act in 1990. I worked with a top lobbyist on the bill. The architects of the legislation were very well intentioned and wanted some federal attention on their plight. The bill banned discrimination, allocated vast new sums for benefits, and mandated all reasonable accommodation for the disabled, including physical upgrades of property.

As I looked at the legislation, and having many disabled friends myself, it became obvious to me that the legislation would certainly make a bad situation worse. It would turn a culture that was helpful toward the disabled into one that feared the liability associated with having them in the workforce. The mandates for physical improvements would be hard on business and breed resentment, and the jump in benefits would create a moral hazard that would increase the disabled population.

I explained all of this to the promoters of the legislation and begged them to back off, for the sake of the disabled population. They were aghast at my opinion and essentially told me to shut up. My report eventually was published (I wish I could find it) and warned of a coming disaster. That disaster did in fact come as unemployment among the disabled population grew for the rest of the decade. Business worried about liabilities and discrimination complaints worked on the margin to exclude these people from the workforce, and people began to resent rather than feel empathy toward the disabled population. None of this surprised me.

Sometimes the phrase “good intentions” gets thrown around too much. Not every government welfare program is rooted in good intentions. In the case of disability legislation, there is no question of the desire on the part of its promoters to advance the well-being of those with genuine issues and remove barriers.

Sadly, the Americans with Disabilities Act did exactly the opposite, which was easily predicted by anyone with a modicum of economic understanding.

Since those days, the problem has gotten worse. It is ever harder for the disabled population to be hired. Consider someone with severe autism, for example. The stipulations in the law make it difficult for them to be hired, and even working as volunteers can be looked at unfavorably by labor regulators. It is just much easier to exclude them from the workforce, thus avoiding liability risks and garnering extra attention from the law enforcers.

Now we see the problem getting much worse. With 36.63 million Americans reporting a debilitating disability, we see grave strains on health insurance and institutions that care for such people. With one in 31 children age 8 or younger identified as autistic, the problem is set to get much worse in the years ahead. Many of these people require full-time care, depending fundamentally on family. But when the family is not there, what happens? The institutions have to pick up the bill.

We have here the makings of a medical, social, and economic problem that no president or legislature is in a position to solve. It’s one that will vex national well-being for many decades during our lifetimes. Society aspires to care for such people and treat them with dignity but the regulations and laws have made that very difficult.

There is truth to the observation that societies should be judged by how they treat those least fortunate. America has generally done well but will it in the decades ahead?

Tyler Durden
Fri, 12/19/2025 – 22:35

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Malaysia’s Johor State Emerges As Magnet For AI Data Centers

Malaysia’s Johor State Emerges As Magnet For AI Data Centers

Johor, in southern Malaysia, has rapidly become a major destination for data center investment—driven by two big forces: companies diversifying supply chains amid geopolitical tension, and a post–late 2022 surge in compute demand from generative AI that’s reshaping where Asian capacity gets built, according to Nikkei.

What makes Johor especially attractive is its spillover link to Singapore. Singapore remains a connectivity hub, but land and power constraints there are pushing new builds across the border, where operators can still connect back terrestrially. A cross-border rail line expected to start operating at the end of next year, along with the Johor–Singapore Special Economic Zone launched in January, is intended to further reduce friction through incentives such as faster immigration clearance and streamlined customs procedures.

Nikkei writes that the scale-up has been fast. Analysts cited by Nikkei say Johor reached more than 900 megawatts of data center capacity in roughly three years—a pace that took Singapore more than a decade. Former industrial zones like Sedenak Tech Park have been transformed into large AI-compute campuses, backed by high-voltage power infrastructure and reclaimed water facilities. Major U.S. and Chinese tech firms, cloud providers and server manufacturers have established a presence, anchoring a growing regional ecosystem.

Malaysia as a whole has become one of Southeast Asia’s largest magnets for digital investment, attracting at least 210.4 billion ringgit in 2023 and 2024, according to government data. Johor has captured the bulk of that inflow, though Kuala Lumpur and Cyberjaya are also emerging as secondary hubs. Industry executives and policymakers argue that hosting large-scale computing clusters boosts strategic relevance, creating momentum that draws in network infrastructure such as submarine cables and strengthens regional connectivity.

The boom is also reshaping local labor markets. While data centers generate fewer jobs than manufacturing, the roles they do create—ranging from electrical engineering and telecommunications to network and cloud architecture—pay well above the national median. Central bank estimates cited by Nikkei suggest entry-level positions typically earn more than average Malaysian wages, with experienced specialists commanding significantly higher salaries.

At the same time, constraints are becoming more visible. Electricity and water are critical bottlenecks, particularly for AI facilities that rely on liquid cooling. Johor has begun rejecting new projects that depend on water-intensive cooling systems while it builds additional supply infrastructure, which officials say will take several years to come online. Analysts also point to geopolitical risk, especially uncertainty around access to advanced AI chips amid tightening export controls.

Finally, questions are emerging about oversupply. Unlike hyperscalers that build data centers to serve their own platforms, many carrier-neutral operators are betting on future tenant demand. Some projects have already been shelved, and analysts warn that Johor’s growth remains heavily dependent on foreign customers rather than domestic demand. Whether the state can sustain its rapid rise as an AI data center hub will depend on how effectively it balances infrastructure, regulation, geopolitics and long-term market demand.

Tyler Durden
Fri, 12/19/2025 – 22:10

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Tennessee Governor Pardons Country Star Jelly Roll For Past Convictions

Tennessee Governor Pardons Country Star Jelly Roll For Past Convictions

Authored by Kimberley Hayek via The Epoch Times,

Tennessee Gov. Bill Lee granted a pardon Thursday to Grammy-nominated country artist Jelly Roll for his previous criminal convictions, noting the musician’s journey from incarceration to advocacy and stardom.

The pardon, one of 33 clemency actions granted by the Republican governor in light of the Christmas season, celebrates Jelly Roll’s personal growth.

Born as Jason Bradley DeFord on Dec. 4, 1984, the Nashville native spent much of his youth in juvenile facilities, including more than three years at the Davidson County Juvenile Detention Center beginning at age 14 and has been jailed around 40 times for offenses including aggravated robbery and drug possession. He earned a high school equivalency degree at 23 while incarcerated.

Jelly Roll’s most serious convictions include a 2002 robbery at age 17, when he and others, including an armed individual, stole $350 from victims in a home. He served one year in prison, as well as probation. In 2008, police discovered marijuana and crack cocaine in his vehicle, leading to eight years of court supervision.

Lee said Jelly Roll’s application underwent the same rigorous, months-long review as others, with the state parole board unanimously recommending approval in April.

“His story is remarkable, and it’s a redemptive, powerful story, which is what you look for and what you hope for,” Lee told reporters.

The governor first met Jelly Roll on Thursday at the Governor’s Residence, where they embraced one another amid holiday decorations. Unlike federal pardons that can enable an individual to avoid prison time, Tennessee’s pardons offer forgiveness post-sentence, sometimes restoring rights such as the right to vote with some limits. Jelly Roll has said a pardon would make international tours and missionary work easier, since he’d no longer have to do paperwork due to his criminal history.

In a June interview with “Interview Magazine,” he discussed issues he has faced with traveling.

“It’s funny, America has finally agreed to let me leave and give me a passport, but some countries won’t let me come because of my felonies,” he said. “We’re working on that. I think it’s going to work in my favor.”

Jelly Roll received support from peers and local leaders, including attorney David Raybin who worked on his pardon, and Davidson County Sheriff Daron Hall, who administered the jail where Jelly Roll experienced his transformation.

“I think he has a chance and is in the process of rehabilitating a generation, and that’s not just words,” Hall said. “I’m talking about what I see we need in our country, is people who accept responsibility, accept the fact that they make mistakes and accept the fact that they need help.”

Live Nation CEO Michael Rapino has highlighted Jelly Roll’s charitable donations from performances to at-risk youth programs.

Jelly Roll changed his ways in 2008 upon learning of his daughter Bailee Ann’s birth while imprisoned. He began selling mixtapes from his car, blending genres like country, hip-hop, and Southern rock. His professional breakthrough occurred with 2022’s “Son of a Sinner,” which climbed to the top of country radio, followed by hits including “Save Me” and “Need a Favor.”

His 2023 album “Whitsitt Chapel” marked a country pivot, earning multiple CMT Music Awards and a Country Music Association New Artist of the Year honor. He has garnered seven Grammy nominations across his career. Themes of adversity permeate songs like “Winning Streak,” about the first day of sobriety, and “I Am Not Okay.”

“When I first started doing this, I was just telling my story of my broken self,” Jelly Roll said. “By the time I got through it, I realized that my story was the story of many. So now I’m not telling my story anymore. I’m getting to pull it right from the crevices of the people whose [stories have] never been told.”

Jelly Roll has also been working on making amends.

“I’m rounding third on my amends list, and I think when I get there, I’ll feel a little better,” he said.

Jelly Roll said he found songwriting therapeutic while in custody, telling the parole board it had become a passion that “would end up changing my life in ways that I never dreamed imaginable.”

His advocacy has encompassed testifying before the U.S. Senate on the dangers of fentanyl, while admitting his past dealing of the drug.

“I was a part of the problem,” he said. “I am here now standing as a man that wants to be a part of the solution.”

He opened a music studio in February at the Nashville juvenile center where he was incarcerated, donating concert proceeds and partnering with The Beat of Life nonprofit for workshops.

He told the more than 30 songwriters gathered at the studio’s launch about what the studio and its opening meant to those behind bars.

“You wrote with some real kids that are going through the realest and hardest … moment of their entire life,” he said. “I beg y’all to come back and be patient with them. I beg you to love them. … Those kids got a small sliver of hope they’ve never had in their life today and the hope is the seed that grows into change.”

He reflected on his time in juvenile hall.

“When I was in juvenile, we never got a visitor. We never had a mentor, nobody ever came to see us. To be able to come back on these terms is a dream that I had and this is only the beginning.”

Tyler Durden
Fri, 12/19/2025 – 21:45

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China Says Region Closer To War Due To US Record Taiwan Arms Package

China Says Region Closer To War Due To US Record Taiwan Arms Package

China on Friday heaped more condemnation on Washington’s approving a record-setting $11.1 billion weapons package for Taiwan this week, warning that the deal risks turning the island into a “powder keg” and plunging the region into “military confrontation and war.”

A significant amount of medium to long-range missile systems are part of the planned transfer, including 82 HIMARS launchers with Army ATACMS missiles, allowing Taipei forces to hit targets across the Taiwan Strait. This aspect has further infuriated China.

Beijing in the fresh comments accused Taiwan’s leadership of “seeking independence through force” and charged that the United States is using the island to “contain China”.

“The ‘Taiwan independence’ forces on the island seek independence through force and resist reunification through force, squandering the hard-earned money of the people to purchase weapons at the cost of turning Taiwan into a powder keg,” Foreign Ministry spokesperson Guo Jiakun said.

“This cannot save the doomed fate of ‘Taiwan independence’ but will only accelerate the push of the Taiwan Strait toward a dangerous situation of military confrontation and war. The U.S. support for ‘Taiwan Independence’ through arms will only end up backfiring. Using Taiwan to contain China will not succeed.”

The prior largest US arms sale to Taiwan occurred in 2019, when the first Trump administration authorized an $8 billion deal for 66 F-16V fighter jets.

President Xi’s policy, at least in public, has been that reunification of Taiwan with the mainland will happen through peaceful, political means; however, hawks in Washington have never believed this.

From China’s point of view, the US continually arming Taiwan would be akin to China regularly pouring weapons in Cuba which could reach Florida.

Certainly US politicians would be outraged if Beijing or Moscow armed Cuba to the teeth and would likely act – and we even have precedents from Cold War history to demonstrate this.

The current Trump administration began its Taiwan arms sales last month, approving a $330 million package for aircraft components. All the while, Trump has softened his anti-China rhetoric and is seeking to improve bilateral relations, according to most media presentations. But this massive arms sign-off for Taiwan doesn’t point in the direction of ‘softening’ tensions with China.

Tyler Durden
Fri, 12/19/2025 – 21:20

via ZeroHedge News https://ift.tt/2Lr1vpg Tyler Durden

Dumber, Sicker, & Poorer

Dumber, Sicker, & Poorer

The chart below is a fascinating snapshot of the last 75 years in the demise of the American empire.

As The Burning Platform’s Jim Quinn explains in his no-nonsense manner, there are currently 164 million people employed in America. About 34 million of those are employed part-time.

When you understand the working age population is 275 million and your friendly number fudgers at the BLS declare 103 million of them NOT IN THE LABOR FORCE, and hysterically declaring only 7.8 million Americans are unemployed, you understand what a fraudulent economy we have.

The reported 4.6% unemployment rate is complete and utter bullshit. In reality, it is north of 20%.

Welcome to the golden age…

  • The percentage of total jobs in the Education and Health Services sector has grown from 4.8% in 1950 to 17.8% today. Wow!! We must be the smartest, healthiest nation on earth. Not quite. With 28 million teachers, doctors, nurses, and mostly administrators (aka overhead), our education system matriculates millions of barely functional idiots into society every year. Meanwhile, as a country, we are sickly, fat, lazy, dependent upon Big Pharma drugs, and spend more on healthcare than any country on earth. To quote the immortal Dean Wormer,  “Fat, drunk, and stupid is no way to go through life, son.”

  • Proof we have become a non-productive, debt dependent, government dependent, shadow of our former industrial powerhouse is the decline in the percentage of manufacturing jobs from 30.2% in 1950 to 8.0% today. We borrow and consume, when we used to invest and build. Trump can threaten, tariff the world, and make bullshit announcements about manufacturing jobs coming back, but they are not coming back. Any new manufacturing plants will be operated by robotics.

  • Even though the percentage of government employees (aka parasites) has remained relatively steady since 1950, we are stuck with 24 million blood suckers who contribute nothing to the country’s productivity. The average working schmuck has to pay outrageously high taxes to pay the bloated salaries and pensions of these government freeloaders.

  • And now some bad news for the formerly well paid workers in the Professional & Business Services sector, which had grown from 6.6% of total jobs in 1950 to 14.1% today. ChatGPT and the avalanche of AI tools are eliminating jobs in these sectors at hyperbolic speed. These are the same assholes who used to tell blue collar workers to “learn to code”. Well, now the plumbers, electricians, and construction workers can recommend they learn to be fry cooks at McDonalds, but too late, robots are taking those jobs.

The relatively stable employment situation over the last few years has been the only thing keeping this ship of fools from sinking.

But, the increase in the fraudulent unemployment rate from 4.0% when Trump took office to 4.6% today shows the ship is taking on water and it won’t be long before millions are drowning under the waves of debt, delusion, and dumb decisions.

Tyler Durden
Fri, 12/19/2025 – 20:30

via ZeroHedge News https://ift.tt/zICa1NZ Tyler Durden

California Expected To Defy Federal Pressure, And Reissue 17,000 Non-Domiciled CDLs

California Expected To Defy Federal Pressure, And Reissue 17,000 Non-Domiciled CDLs

By Rob Carpenter of FreightWaves

California is expected to begin reissuing approximately 17,000 non-domiciled commercial driver’s licenses that the state had planned to revoke following federal enforcement pressure. The decision comes despite ongoing corrective action requirements from FMCSA and raises fundamental questions about federal enforcement authority when a state openly defies compliance directives.

State transportation officials confirmed to sources that the Department of Motor Vehicles will begin restoring the contested licenses to immigrant drivers who received 60-day cancellation notices on November 6. The state has not clarified the specific process but points to the D.C. Circuit Court’s November 13 emergency stay of FMCSA’s interim final rule restricting non-domiciled CDL eligibility.

What California apparently misunderstands, or is choosing to ignore, is that the court stay addressed only the September 29 interim final rule. It did not address the separate compliance failures FMCSA documented during its 2025 Annual Program Review, which found that approximately 25% of California’s non-domiciled CDLs were improperly issued under regulations that existed before the emergency rule was ever published.

The federal government threatened to withhold more than $150 million in highway funding from California over these pre-existing violations. Those threats remain fully in effect regardless of the court’s stay of the new rule.

Two Separate Problems California Is Conflating

Understanding California’s legal exposure requires separating two distinct issues that the state appears to be deliberately merging.

Problem One: The Interim Final Rule. On September 29, 2025, FMCSA issued an emergency interim final rule titled “Restoring Integrity to the Issuance of Non-Domiciled Commercial Drivers’ Licenses.” This rule dramatically restricted the eligibility of non-domiciled CDL holders to H-2A, H-2B, and E-2 visas, excluding asylum seekers, refugees, and DACA recipients. The D.C. Circuit Court stayed this rule on November 13, finding petitioners were “likely to succeed” on claims that FMCSA violated federal law, acted arbitrarily, and failed to justify bypassing standard rulemaking procedures. With this rule stayed, states can theoretically continue issuing non-domiciled CDLs under pre-September 29 regulations, except for states under corrective action plans.

Problem Two: Pre-Existing Compliance Failures. FMCSA’s 2025 Annual Program Review found California had been violating federal regulations that existed long before the interim final rule. The agency documented systemic failures: CDLs issued with expiration dates extending years beyond drivers’ lawful presence authorization, licenses issued to Mexican nationals who are prohibited from holding non-domiciled CDLs (unless under DACA), and inadequate verification procedures. These violations triggered a preliminary determination of substantial noncompliance under 49 CFR 384.307, a process entirely separate from the stayed interim final rule.

California remains subject to a corrective action plan addressing these pre-existing violations. The court stay doesn’t change that. FMCSA’s November 13 guidance was explicit: states “subject to a corrective action plan” must maintain their pauses on non-domiciled CDL issuance until demonstrating compliance with pre-rule regulations.

The Nuclear Option: Decertification

Under 49 U.S.C. § 31312, FMCSA has authority to decertify a state’s entire CDL program if the state is found in “substantial noncompliance” with federal requirements. Decertification would prohibit California from issuing, renewing, transferring, or upgrading any commercial learner’s permits or commercial driver’s licenses, not just non-domiciled credentials, until FMCSA determines that the state has corrected its deficiencies.

The consequences would be immediate and severe. Every new driver in California’s CDL pipeline would freeze. CDL schools would halt operations. Testing would stop. Carriers would face weeks or months of disruption in recruiting new drivers. The ripple effects would devastate one of the nation’s most critical freight corridors.

FMCSA recently threatened Pennsylvania with decertification after an Uzbek terror suspect was found holding a Pennsylvania-issued CDL. The agency gave the state 30 days to respond and warned that failure to correct deficiencies could result in losing issuance authority entirely. California’s defiance appears far more egregious; the state is not merely failing to correct problems but actively moving to restore licenses that federal auditors determined were improperly issued.

Interstate Reciprocity and Federal Authority

Here’s where California’s gambit becomes particularly problematic. Commercial driver’s licenses aren’t purely state credentials; they’re federal credentials issued through a partnership with states. The Commercial Motor Vehicle Safety Act of 1986 established minimum standards that all states must meet. When a state issues a CDL, other states recognize that credential based on the assumption that it was issued in compliance with federal standards.

If California reissues non-domiciled CDLs that federal auditors have determined don’t comply with federal regulations, those credentials may not be valid for interstate operation. A driver holding a California CDL issued in violation of federal requirements could face enforcement action in any other state, and carriers who dispatch those drivers could face liability exposure.

Under 49 CFR 384.405, decertification prohibits a state from performing any CLP or CDL transactions. Even short of full decertification, FMCSA could issue guidance that CDLs issued by a noncompliant state during the noncompliance period are not valid for interstate commerce. Other states could refuse to recognize California’s credentials. The Commercial Driver’s License Information System (CDLIS), which enables interstate verification, could flag California licenses.

The question isn’t whether FMCSA has authority to act; 49 U.S.C. § 31312 is unambiguous. The question is whether the agency has the political will to exercise that authority against the nation’s most populous state.

California’s Position

California’s argument rests on several claims. The state contends that the 17,000 licenses with mismatched expiration dates represent “clerical errors” rather than substantive violations. State officials point out that the work authorizations underlying these licenses remain valid; the DMV simply failed to align CDL expiration dates with employment authorization document expiration dates.

With the court stay in effect, California argues it can now correct those date mismatches and reissue compliant credentials. The state maintains that drivers with valid work authorization who pass the knowledge, skills, and medical tests should be able to obtain properly dated CDLs under pre-September 29 regulations.

This argument sidesteps FMCSA’s core findings. The agency didn’t merely identify date mismatches; it documented systemic failures in California’s verification procedures, including the issuance of licenses to Mexican nationals who were prohibited from holding non-domiciled CDLs. California’s October 26 response to FMCSA acknowledged finding 20,000 non-domiciled CDLs with expiration dates exceeding drivers’ lawful presence. Still, it refused to revoke them, arguing the state hadn’t violated federal regulations as they existed before the interim final rule.

FMCSA’s November 13 response rejected this interpretation as “erroneous,” noting that “the regulatory universe of non-domiciled CLPs and CDLs is premised on the basic notion that a non-domiciled driver’s commercial motor vehicle driving privileges cannot extend beyond that driver’s lawful presence in the United States.”

Human Stakes

Behind the legal and regulatory frameworks are real people whose livelihoods hang in the balance. Many of the affected 17,000 drivers are Sikh men who fled persecution in India and sought asylum in the United States. The transportation and logistics industry has been a major employer for this community; approximately 150,000 Sikhs work in trucking nationwide, with California hosting the largest U.S. Sikh population.

Amarjit Singh, a 41-year-old truck owner-operator in Livermore, represents the personal dimension of this crisis. His work authorization extends through 2029. He invested $160,000 in his truck in 2022, faces $4,000 monthly payments, and supports two young children. When Singh heard California would reissue his license, he prayed in gratitude. His wife cried.

“It’s going to save my life, and it’s going to save my business,” Singh told KQED.

Singh’s relief may be premature. If FMCSA determines that California’s reissued licenses don’t comply with federal regulations, Singh and thousands of drivers like him could face the same uncertainty all over again, potentially worse, if other states refuse to recognize California credentials or if FMCSA moves toward decertification.

Political Collision

This confrontation unfolds against a backdrop of intense political conflict between California and the Trump administration. Governor Gavin Newsom has positioned himself as a leading Democratic opponent of federal immigration enforcement. Transportation Secretary Sean Duffy has made non-domiciled CDL enforcement a signature initiative, personally announcing enforcement actions against California and warning of consequences.

When a California asylum seeker named Jashanpreet Singh crashed his truck on I-10 on October 21, killing three people, Duffy issued a “bombshell report” directly blaming California for breaking federal law. “My prayers are with the families of the victims of this tragedy,” Duffy said. “It would have never happened if Gavin Newsom had followed our new rules. California broke the law and now three people are dead.”

California countered that the Jashanpreet Singh case involved the automatic removal of an age-based restriction, not a discretionary upgrade. The state argued it had complied with the then-existing regulations. FMCSA rejected this defense.

The political stakes guarantee that neither side will back down easily. For the Trump administration, allowing California to defy federal CDL requirements would undermine its entire enforcement framework. For California, capitulating would validate what advocates call a “contrived emergency” targeting immigrant workers.

What Happens Next

FMCSA faces a choice. The agency can accept California’s interpretation that the court stay permits license reissuance, effectively allowing the state to sidestep compliance requirements. Or it can enforce its position that California remains under corrective action and must demonstrate compliance with pre-rule regulations before resuming non-domiciled CDL issuance.

The enforcement tools are clear. FMCSA can withhold federal highway funding, up to $75.5 million in fiscal year 2027, with amounts doubling in subsequent years. The agency can issue a final determination of substantial noncompliance. And it can decertify California’s CDL program entirely, prohibiting the state from issuing any commercial driving credentials until deficiencies are corrected.

Given the current political dynamics, FMCSA moving toward decertification seems more likely than backing down. The agency has already threatened to decertify Pennsylvania for less egregious violations. Texas, Colorado, South Dakota, and Washington have all received compliance warnings. If California can openly defy federal requirements without consequence, the entire federal-state CDL partnership becomes meaningless.

For carriers operating in California or employing drivers with California non-domiciled CDLs, the uncertainty continues. The safest course is to monitor FMCSA guidance closely, document immigration status verification for all non-domiciled drivers, and prepare for the possibility that California credentials face additional scrutiny or rejection in other states.

The Big Question

Underlying this entire controversy is a question the D.C. Circuit Court’s stay didn’t resolve: Who ultimately controls commercial driver licensing standards in the United States?

The Commercial Motor Vehicle Safety Act of 1986 established federal minimum standards that states must meet. But states actually administer licensing programs. When a state believes federal standards are wrong, whether procedurally flawed, as the court found with the interim final rule, or substantively discriminatory, as advocates argue, what mechanisms exist to resolve the conflict?

The funding withholding and decertification provisions in 49 U.S.C. § § 31314 and 31312 provide federal enforcement tools. But using those tools against California would create massive disruptions to interstate commerce and potentially strand hundreds of thousands of drivers. The practical consequences may constrain federal enforcement regardless of legal authority.

Meanwhile, 17,000 drivers wait to learn whether the licenses California plans to reissue will actually let them work. Carriers wait to learn whether those credentials will be recognized outside California. And the rest of the trucking industry watches to see whether federal CDL standards mean anything at all when a state decides to ignore them.

Tyler Durden
Fri, 12/19/2025 – 20:05

via ZeroHedge News https://ift.tt/y3OC0UQ Tyler Durden

Justice Department Quietly Reverses Clinton-Era Rule On Immigrant Welfare Benefits

Justice Department Quietly Reverses Clinton-Era Rule On Immigrant Welfare Benefits

For almost 30 years, a key part of America’s 1996 welfare reform laws has existed mostly on paper after the Clinton DOJ effectively nullified it with a loophole. Now, the Trump DOJ says it’s time to enforce those laws as Congress originally wrote them.

Clinton signing the Personal Responsibility and Work Opportunity Reconciliation Act of 1996.

Earlier this week, the Justice Department’s Office of Legal Counsel quietly reversed a Clinton-era legal opinion that had sharply limited when immigrants could be denied federal welfare benefits. The earlier interpretation narrowed the law so much, critics say, that it allowed many immigrants – including some who were not lawfully eligible – to continue receiving benefits Congress intended to restrict.

The new DOJ opinion restores a broader reading of the law, potentially expanding waiting periods for benefits, strengthening sponsor repayment requirements, and closing loopholes that have existed since the late 1990s.

What Congress Intended in 1996

In 1996, Congress passed the Personal Responsibility and Work Opportunity Reconciliation Act (PRWORA) along with major immigration reforms. The message was straightforward: immigrants should be self-sufficient, public benefits should not encourage immigration, and American taxpayers should not be responsible for supporting new arrivals.

To enforce those goals, Congress created several rules:

  • Most lawful permanent residents were barred from receiving “means-tested” federal benefits during their first five years in the U.S.

  • Family members who sponsored immigrants had to sign legally binding affidavits promising to support them.

  • If a sponsored immigrant received certain benefits, the government could seek reimbursement from the sponsor.

  • When agencies evaluated eligibility for benefits, they were required to count the sponsor’s income as part of the immigrant’s resources.

Congress defined “federal public benefit” broadly but never formally defined the term “federal means-tested public benefit.” That gap would become critical.

How the Clinton Administration Narrowed the Law

Early drafts of the 1996 legislation included definitions that covered any benefit based on income or financial need. But during Senate debate, those definitions were removed for procedural reasons tied to budget rules – not because Congress rejected them on policy grounds.

In 1997, the Clinton Justice Department issued a legal opinion arguing that because the definition had been removed, the law was ambiguous. The administration concluded that “means-tested” benefits should include only mandatory programs like Medicaid and cash welfare – and not discretionary programs funded annually by Congress.

As a result, for nearly three decades, most of the law’s enforcement tools applied to only a small number of programs. Many other benefits that also rely on income tests remained available.

Critics argue that this interpretation effectively gutted large portions of welfare reform and allowed immigrants – including some who were not legally eligible – to access benefits Congress sought to limit.

The Justice Department’s new opinion withdraws that 1997 interpretation.

The shift follows last year’s Supreme Court ruling ending the practice of courts deferring to agency interpretations simply because a law is ambiguous. Instead, agencies must now apply what they believe is the statute’s best reading.

Using that standard, the Justice Department concluded that “means-tested” plainly refers to any program where eligibility or benefit levels depend on income or financial need – regardless of how the program is funded.

The new opinion also notes that the law specifically exempts certain discretionary programs. According to the Justice Department, those exemptions would make little sense if discretionary programs were never covered in the first place.

For a deeper dive that includes legal machinations underpinning the move, the DOJ effectively just implemented exactly what George Fishman from the Center for Immigration Studies recommended in this article from September, though Fishman recommended an executive order to redefine the term vs. an OLC opinion that requires follow-on agency action.

What This Means Going Forward

The decision does not immediately cut off benefits or change eligibility rules. Federal agencies will need to review their programs and decide how to apply the new interpretation.

But the implications are significant. The ruling could:

  • Expand the five-year waiting period for benefits

  • Strengthen enforcement of sponsor repayment obligations

  • Restore income-deeming rules that have rarely been used

  • Reduce taxpayer exposure to benefit costs Congress sought to avoid

Supporters say the move simply enforces the law as written and restores the original intent of welfare reform. Critics warn it could reduce assistance for vulnerable populations and lead to legal challenges.

What is clear is that a long-standing executive interpretation – one that shaped immigration and welfare policy for a generation – has now been undone. The Justice Department has reopened a debate that many assumed was settled, signaling a renewed emphasis on enforcing immigration and welfare laws as Congress designed them.

Tyler Durden
Fri, 12/19/2025 – 19:40

via ZeroHedge News https://ift.tt/n5fvlJV Tyler Durden

Reversing Alzheimer’s: The Forgotten Causes And Cures Big Pharma Buried

Reversing Alzheimer’s: The Forgotten Causes And Cures Big Pharma Buried

Authored by A Midwestern Doctor via The Forgotten Side of Medicine,

•Due to Alzheimer’s research focusing on a symptom of it (amyloid plaques), rather than its actual cause, Alzheimer’s has remained “incurable” for decades.

•Rather than being a single disease, Alzheimer’s has multiple different subtypes (e.g., those due to insulin resistance, nutritional deficiencies, inflammation, infections, or concussions), each of which requires a different treatments.

•Impaired blood circulation to the brain and lymphatic drainage from the brain are often the primary trigger which initiates the degenerative process seen in Alzheimer’s disease.

•Factors which impair this circulation (e.g., poor sleep) hence roughly double the risk of dementia, while treatments which improve this circulation frequently produce remarkable improvements for cognitive decline and dementia.

•DMSO, an effective treatment for brain injuries like strokes is well suited to address many of the root causes of dementia and reverse the degenerative state dying neurons get trapped in. Because of this, there are many reports of it reversing dementia and clinical trials in both humans and animals corroborating these improvements.

•This article will review the actual causes of dementias like Alzheimer’s and the forgotten therapies many have successful used to cure them.

Alzheimer’s dementia is one of the greatest medical challenged our country faces (e.g., places an incredible burden upon society (e.g., last year it was estimated to cost the United States 360 billion dollars). Yet, despite spending billions for research each year, cures remain elusive, something many believe results from the flawed belief eliminating the amyloid plaques associated with Alzheimer’s will fix it.

In turn, as I showed here:

  • Decades of amyloid therapies have never produced a beneficial therapy.

  • The newest “breakthrough” amyloid eliminating monoclonal antibodies, at best, slightly slow the progression of Alzheimer’s while simultaneously causing a host of side effective including brain bleeding and swelling in over a quarter of recipients.

  • The entire amyloid industry rests upon a fraudulent study no one wanted to retract, likely due to how much was invested in the amyloid hypothesis.

In short, the money behind this juggernaut has caused research into the real causes of Alzheimer’s to be suppressed. For example, here I highlighted how coconut oil MCT’s (safely) do more than any of the costly amyloid drugs—yet virtually no one knows this.

Dale Bredesen’s Discovery

Many are also unaware a 2022 study that should have revolutionized the entire Alzheimer’s field:

That protocol was based on the insightful realizations that:

• Amyloid protein is a protective mechanism the brain uses to protect itself from stressors that endanger brain tissue—making attempt to treat Alzheimer’s by eliminating it doomed to fail.

• The brain is designed to be able to adapt to the needs of life, so it is always creating or pruning neural connections and brain cells. Alzheimer’s results from the loss of signals that sustain brain cells and the dismantling of neural connections outweighing the formation of new ones gradually compounding over the decades.

• Rather than there being one type of Alzheimer’s, there are actually multiple that each require different treatment approaches.

Note: beyond the 2022 trial which showed individually targeted therapies could shift the brain’s momentum from neurological degeneration to regrowth, a 2018 report of 100 patients from numerous providers also showed it treated Alzheimer’s, as did a 2024 case series of patients with remarkable results, and there are now neurologists around the country administering Bredesen’s protocol with success.

The Six Types of Alzheimer’s Disease

As this understanding of Alzheimer’s has produced real results, this suggests the causes of Alzheimer’s Bredesen identified indeed play a key role in the disease—particularly since many other datasets corroborate their contribution to Alzheimer’s. They are as follows:

Type 1 — Inflammatory

This form is driven by excessive inflammation, often metabolic or infectious in nature. Chronic activation of the immune system—due to factors such as insulin resistance, a poor diet, a leaky gut, or latent infections—leads the brain to engage in protective downsizing by removing synapses and neurons that are less essential for immediate survival. It often presents with classic Alzheimer’s memory loss and typically develops in the sixties to seventies.

Type 1.5 — Glycotoxic

This subtype arises from insulin resistance and chronically elevated blood sugar. It leads to both inflammatory and trophic deficiencies, and is driven by glycotoxicity and the accumulation of advanced glycation end products (AGEs), which impair cellular function and synaptic integrity. It typically appears in the late fifties to sixties.

Note: chronically elevated insulin promotes amyloid formation as the enzyme the body uses to break down insulin is the same enzyme it uses to break down amyloid plaques.

Type 2 — Atrophic

This type is caused by deficiencies in key nutrients, hormones, and other factors that provide trophic (supportive) signals to brain cells which then triggers a similar downsizing mechanism seen in Type 1. Type 2 tends to emerge about a decade later than Type 1.

Note: we find these nutritional deficiencies can result from poor circulation reducing existing nutrients reaching brain tissue, and hence often focus on improving circulation rather than extended supplementation.

Type 3 — Toxic

This subtype results from exposure to toxic substances that directly damage neurons. Common culprits include biotoxins, chronic infections, heavy metals, and industrial or household chemicals. Causative infections (discussed further here) include Cytomegalovirus, Human Herpesvirus 1 or 6, Lyme disease, dental bacteria that can travel to the brain (e.g. P. gingivalis) and various fungal infections (as mold toxins are notorious for causing cognitive impairment at all ages).

Type 3 uniquely causes widespread and often unpredictable neuronal death, occurs earlier in life—often between the forties and sixties—and is less strongly associated with genetic risk factors. Cognitive decline in this type is frequently accompanied by psychiatric symptoms, sensory changes, or executive dysfunction (e.g., difficulty with math, organization, executive tasks), rather than the more classic early Alzheimer’s memory loss.

Note: some of the most important neurotoxins to avoid are pharmaceuticals, and when I meet elderly individuals who have preserved their mental clarity, many report having largely avoided pharmaceuticals throughout their lives. Some of the most common problematic medications for brain health include certain high blood pressure medications (because they lower cerebral perfusion), statins (as they inhibit the production of compounds essential for brain function), acid reflux medications (which interfere with the absorption of vital brain nutrientsmaking it critical for everyone to have adequate stomach acid), antidepressants, antipsychotics, benzodiazepines, antihistamines (since, like many sleeping pills, they block restorative sleep), and anticholinergics (such as those prescribed for incontinence).

Type 4 — Vascular

In this form, chronic restriction of cerebral blood flow from existing vascular diseases leads to gradual neuronal injury and cognitive decline. Type 4 often appears in the seventies or beyond) and may overlap with other subtypes. It tends to affect processing speed, attention, and executive function rather than memory alone.

Note: rapid cognitive decline frequently followed COVID vaccination, and significantly overlapped with this type.

Type 5 — Traumatic

Severe head traumas or repeated concussions (e.g., in professional football players) sets off a cascade of chronic degenerative process which cause cognitive and emotional dysfunctional to appear years or decades after the injuries—making it critical to prevent these injuries and seek appropriate treatment when they happen.

Note: there are a variety of causes of dementia, many of which are frequently (roughly half the time1,2) misdiagnosed as Alzheimer’s. In many cases, these respond to the same treatments which reverse Alzhemer’s, but in other cases, require different treatments.

Healthy Fluid Circulation

Many practitioners I know who’ve successfully treating dementia with a variety of methods (listed here) all concluded it resulted from impairments of blood flow to the brain and lymphatic or venous drainage from it. For example:

Zeta potential provides the disperse force which keeps constituents within fluids from agglomerating and clogging the circulatory vessels (e.g., vaccine frequently trigger detectable microstrokes by causing blood cells to clump together). In a myriad of illnesses, we find restoring the physiologic zeta potential (discussed here) is pivotal for restoring health—particularly those associated with aging, as zeta potential worsens with age (due to declining kidney function). In turn, one of the physicians who inspired my medical path did so because his practice revolved around treating zeta potential and he repeatedly achieved significant cognitive improvements for his aging patients.
Note: impaired zeta potential will also cause proteins (e.g., amyloids) to misfold and clump together.

•China recently developed a surgery (detailed here) to increase the lymphatic drainage from the brain. Due to its efficacy and low cost, it is being rapidly adopted around the country. In parallel, an American procedure was developed to increase venous drainage from the head and reported to greatly improve multiple sclerosis along with other chronic neuroimmune disorders (which distant colleagues witnessed).

Note: I have seen many other circulatory enhancing therapies (listed here) also improve cognitive decline and dementia.

Furthermore, beyond blood being vital for neuronal survival, the proper clearance of waste products from the brain is as well. Unfortunately, due to how limited space is for the brain within the skull, robust lymphatic vessels do not exist, and instead, lymphatic drainage is created by astrocytes creating temporary lymphatic vessels around blood vessels during deep sleep.

This system, in turn, is highly vulnerable to disruption and numerous studies have now linked impaired glymphatic drainage to dementia (e.g., TBIs impair glymphatic drainage and adequate glymphatic drainage is required to eliminate amyloid from the brain)—which likely inspired the Chinese surgical procedure for dementia.

Due to the fragility of this system, things which disrupt it are quite consequential (e.g., poor zeta potential thickens and slows the drainage of glymphatic fluids). For example, as glymphatic drainage only occurs during deep sleep, poor sleep has been extensively linked to dementia (e.g., one study found sleep disruption increased dementia by 104%, another by 22-50%, and a third found a 139% increase—along with another finding sleep disruption caused a 71% increase in mild cognitive impairment).

Likewise, disrupted sleep was recently shown to accelerate the accumulation of amyloid plaques, and, in another study, to mitigate the cognitive impairment created by Alzheimer’s plaques. Unfortunately, the pathologic proteins in Alzheimer’s have been shown to directly disrupt restorative sleep and to take away the ability to recognize one is suffering from impaired sleep—demonstrating why it is so important to restore your healthy sleep before the momentum of dementia has entrenched itself.

Note: sleeping pills block restorative sleep, and have a variety of issues (e.g., they make users 2-5 times as likely to die1,2). Regarding dementia, multiple studies have found that sleeping pills increase the risk of it by 17-84%.1,2,3,4

The Life of Cells and Neuroplasticity

One of the things I continually marvel at about nature is not only the ability of a species to genetically adapt to its environment, but the inherent adaptability each organism has within its own lifespan to adapt to its environment. Within the human body, there are many systems that are designed to change based on the needs of one’s environment (e.g. this is why weight training creates larger muscles), and among the most adaptable is the nervous system.

So, at any given moment, neural circuits that support certain activities are reinforced, while other circuits are pruned and eventually disabled, a process that allows the nervous system to adapt to the complex needs of its environment. At the same time, many complex neurological and psychiatric disorders arise from a momentum being established where dysfunctional neurological circuits perpetually reinforce themselves.

For these disorders to be treated, a momentum must instead be established behind a healthy circuit (for those interested, this is the best book I have seen on that subject). This momentum is a key reason why it is so important to have healthy thought patterns and regularly actively exercise your brain (another core component of programs for preventing Alzheimer’s). If you do the opposite (e.g., watch TV all day or passively consume online content), dysfunctional patterns can become established habits, while neurological damage occurs as parts of the brain you need but under utilize are pruned away.

A key way the brain accomplishes this adaptability is by eliminating neurons that are no longer deemed essential. Bredesen’s theory of Alzheimer’s is that it results from the balance between preserving and eliminating neurons being shifted towards eliminating them, which inevitably will result in cognitive decline (hence making it critical to protect your brain early in the process of cognitive decline so it does not progress to dementia).

Within Bredesen’s model, the amyloid protein plays a key role in this process, as when it is initially formed as amyloid precursor protein (APP), it has the choice to be then split into two or four parts. If it is divided into two parts, those parts protect the neurological function in the brain. In comparison, if it is divided into four parts, the neurological function of the brain is damaged, and brain cells are eliminated. Interestingly, its splitting into four parts causes future APPs also to be split into four parts (which creates a downhill spiral). As a result, Brenden’s approach focuses on regaining a healthy momentum towards the two-part splitting while also providing the signals cells within the body require to survive.

The Cell Danger Response

When cells are exposed to external stressors, they often enter a primitive defensive metabolic cycle where they partially or fully “turn off” (e.g. mitochondrial respiration and protein synthesis within the cell decline) to protect themselves. Many chronic diseases, in turn, result from cells being trapped in this degenerative cycle (which often leads to cell death) rather than exiting it and resuming their normal function. Likewise, many therapies in regenerative medicine function by taking cells out of this frozen metabolic state.

Because of this, many complex illnesses (e.g., COVID vaccine injuries, fibromyalgia or autism) can only be treated if the underlying trigger for the cell danger response is removed, and then a regenerative therapy is provided which signals cells to exit the Cell Danger Response (CDR).

Similarly:

The principle that blocking protein synthesis prevents long-term memory storage was discovered many years ago. With age there is a marked decline of protein synthesis in the brain that correlates with defects in proper protein folding. Accumulation of misfolded proteins can activate the integrated stress response (ISR), an evolutionary conserved pathway that decreases protein synthesis. In this way, the ISR may have a causative role in age-related cognitive decline.

In turn, much in the same way treatments for the CDR often facilitate treating dementia, therapies which inhibit the ISR have been found to restore the structure and function of cells within the brain and improve a variety of age-related memory deficits.1,2

DMSO

Dimethyl sulfoxide has a variety of unique therapeutic properties which allow it to treat a variety of diseases (e.g., it is miraculous for strokes and brain injuries), and in the year since I began publicizing this forgotten therapy, I have received thousands of remarkable reports of it treating numerous “incurable illnesses.”

Much of this results from DMSO’s ability to restore normal circulation, protect cells from lethal stressors, and revive shocked cells trapped in the CDR. As such, since start the series, in addition to receiving many reports from readers who saved themselves or a loved one from a disabling stroke with DMSO, many have also shared stories like this:

My uncle’s wife has dementia and has been unable to speak for over a year. My mom recently visited them and told them about DMSO. He began to give his wife DMSO orally. After two week she began to talk again.

Numerous studies (detailed here), have corroborated DMSO’s ability to treat dementia. These include:

•When cerebral blood flow was permanently reduced in rats, one study found DMSO prevented the neuronal and memory loss that otherwise resulted while another found DMSO given afterwards treated it.1,2 Similar benefits have also been seen after Alzheimer’s was induced by injecting toxins into the brain,1,2. Likewise, in mice (or nematodes) engineered to develop Alzheimer’s, DMSO has been repeatedly shown to prevent the expected neurological damage.1,2,3

•DMSO has also been shown to prevent the neuronal damage from experimentally induced Parkinson’s and preserve the cognitive function of mice bred to rapidly develop severe degeneration of the cerebellum and brainstem.1,2
Note: IV DMSO is one of the few therapies I have come across which can halt Parkinson’s. To some extent oral DMSO helps as well (e.g., see this reader’s comment).

DMSO has also been shown to treat scrapie (a neurodegenerative prion disease from abnormal protein aggregates) in hamsters, to increase the activity of ALP, the intercellular enzyme which eliminates cellular waste (including misfolded proteins) and, in a large number of studies, to treat amyloidosis (pathologic accumulations of pathologic proteins.
Note: we are currently corresponding with a reader who saw a remarkable response to DMSO for CJD (an incurable neurodegenerative prion disease).

In humans:

18 patients with probable Alzheimer’s after three months, DMSO caused a significant improvement in memory, concentration, communication and orientation to time and space.

•In 104 elderly adults with organic brain disease from the common causes (e.g., strokes, atherosclerosis, Parkinson’s or head injuries), DMSO greatly improved their psychic and somatic function.1,2.

In 100 patients with cerebrovascular diseases CVD, many of whom were senile, over 50 days, DMSO caused almost all to have a significant in their CVD, along with significant improvements in mood, mobility, and speech.

Conclusion

Medicine revolves around finding unique molecular targets for which disease specific treatments can be patented. Unfortunately, this model frequently fails in chronic illnesses, frequently leading to grotesque situations like the one described here, where natural therapies which can address the actual causes of devastating illnesses are sidelined to protect each disease’s lucrative “treatment” market.

This needs to change, and for the first time in my lifetime, thanks to MAHA, the political will at last exits to begin addressing the real reasons why there continues to be such much chronic illness in our society. The opportunity to make cognitive decline no longer be an inevitable aspect of aging is finally here—provided we seize it!

Author’s note: This is an abridged version of a longer article which discusses the actual causes and treatments for Alzheimer’s disease and the cognitive decline which precedes it. That article, along with additional links and references, can be read here. Additionally, a (recently updated) companion article on how DMSO treats neurological injuries (e.g., strokes, brain hemorrhages, traumatic brain injuries, spinal paralysis and developmental delay) can be read here.

Tyler Durden
Fri, 12/19/2025 – 19:15

via ZeroHedge News https://ift.tt/PAlNYoU Tyler Durden

Why Netflix Buying Warner Bros. Discovery Is A Bad Bet For Investors

Why Netflix Buying Warner Bros. Discovery Is A Bad Bet For Investors

Authored by Mark Anthony of Forrester Research,

Eaerlier this week, Netflix responded to the vast industry concerns about its deal to acquire Warner Bros. Discovery from the likes of the Writers Guild of America and a who’s-who list of elected officials, including liberal ones like Sens. Bernie Sanders and Elizabeth Warren, by stating that “the “deal is about growth” and that the company is “strengthening one of Hollywood’s most iconic studios, supporting jobs, and ensuring a healthy future for film and TV production.”

Netflix continues to tout how it is a perfect strategic fit for WBD, but the only strategy that matters to investors is the one that provides the most deal certainty, speed to close, and risk-adjusted return. By those measures, a Netflix acquisition of WBD is a fundamentally unattractive trade.

It is only a matter of time before this deal to combine the two companies will face antitrust scrutiny — scrutiny which can significantly delay a closing or prevent one from ever occurring at all. 

President Donald Trump has already said that this Netflix acquisition could be a problem and that his administration will be playing an active role in this case.

Netflix knows it. It has already hired Steve Sunshine of Skadden, a very expensive antitrust lawyer. Companies do not bring in heavyweight antitrust counsel like this unless they expect scrutiny that could seriously delay or derail a transaction. From an investor’s standpoint, that alone should trigger caution.

Every extra month under review compresses annualized returns, increases financing uncertainty, and introduces tail risk that arbitrage desks are forced to price in, often violently.

The industry is also skeptical of this deal, and that matters to investors because it will feed the regulatory resistance that can delay the closing. Former WarnerMedia CEO Jason Kilar didn’t mince words when he said, “If I was tasked with doing so, I could not think of a more effective way to reduce competition in Hollywood than selling WBD to Netflix.” Statements like that don’t stay in trade publications. They end up cited in regulatory memos and congressional letters.

The same is true of James Cameron’s warning that a Netflix acquisition would be “a disaster,” pointing directly to Netflix leadership’s public dismissal of theatrical film distribution. Whether one agrees is irrelevant. What matters is that such statements reinforce the DOJ and FTC’s long-standing concern about platform dominance and vertical foreclosure.

President Trump has stated that he wants Warner Bros. Discovery sold to a buyer willing to acquire the entire company, including CNN. Netflix has expressed no interest in CNN; only Paramount Skydance (run by President Trump’s buddy Larry Ellison) has.

Now that Paramount has provided a $30-per-share all-cash offer, which is higher than Netflix’s bid, Netflix should especially beware because it provides two things’ arbitrageurs prize above all else: certainty and speed. All-cash deals reduce financing risk, minimize market exposure, and historically clear regulatory review more quickly when competitive overlaps are cleaner.

Netflix offers the opposite profile. A stock-heavy transaction facing extended DOJ review, potential divestiture demands, and political scrutiny introduces timeline risk that can easily stretch into years.

Markets tend to punish uncertainty. The smart money understands that when government signaling, industry opposition, and legal posture all point in the same direction, the highest-return move is often the simplest one: back the deal most likely to close.

In that calculus, a Netflix acquisition of Warner Bros. Discovery doesn’t look like a bold bet. It looks like a slow bleed.

Mark Anthony is a former Silicon Valley Executive with Forrester Research, Inc. (Nasdaq: FORR). He is now the host of the nationally syndicated radio show called The Patriot and The Preacher Show. Find out more at patriotandpreachershow.com

Tyler Durden
Fri, 12/19/2025 – 18:50

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