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@roc_gou @DanKawa2 @roc_gou Hello, you can read it here: threadreaderapp.com/thread/2034909… Share this if you think it's interesting. 🤖

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Portfólios na Incerteza By Dan Kawa 20Mar26 O mercado segue sendo direcionado pelos eventos no Oriente Médio, onde ainda não há qualquer tipo de estabilização mais estrutural. Os movimentos seguem rápidos e agudos. Na tarde de ontem , por exemplo, a simples sinalização do Primeiro Ministro de Israel, de que o conflito estaria se aproximando de sua fase final, levou a forte apreciação dos ativos de risco.

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In 1895, a French social psychologist named Gustave Le Bon published a book so dangerous that it became the private playbook of dictators for the next century. Hitler quoted it. Mussolini kept it by his bedside. Edward Bernays used it to build modern propaganda. The book's name? "The Crowd." Its core claim: The moment people form a group, they become stupid. Not slightly dumber. Fundamentally, structurally incapable of rational thought. And the tactics he described for controlling them still work on you right now. 🧵 (thread)

@Maklarmatte @JuneGoh_Sparta @SpartaCommo @Maklarmatte Salam, you can read it here: threadreaderapp.com/thread/2034941… Talk to you soon. 🤖

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Here is the compilation of all my posts regarding the basics of crude, condensates and refined products to help you make sense of how bad the situation is for each product. 1) Crude - The tussle for crude leading to high crude premiums and the mismatch of crude qualities to replace the medium sour crude that Asia sorely needs 2) Condensates - The impact of Qatar LNG outage to the oil and petchem world 3) Naphtha + LPG - The basic building blocks of plastics and the bare necessities of life 4) Mogas - the most politically charged barrel but the easiest to solve in the current crisis 5) Jet fuel - The most stressed barrel because you can only get jet fuel from refineries 6) Diesel - The workhorse of the barrel. You need this fuel in industry, power gen, mining, fishing. 7) Fuel oil - The forgotten, unloved barrel but is now priced higher than crude. This is used predominantly as bunker fuel in many of our ships, so again - no crude for refineries = no bunker fuel produced Sharing is caring. Repost if you care. #oott

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@hsf899 @ING_EconomicsPL @hsf899 Hallo, you can read it here: threadreaderapp.com/thread/2034376… Have a good day. 🤖

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1/3 Wojna z Iranem za prezydentury Trumpa to rollercoaster niepewności. Przygotowaliśmy więc scenariusze dla ropy, gazu, inflacji w Polsce i stóp NBP. Iran, Ormuz i ceny paliw: -Zachowania prezydenta USA są coraz bardziej nerwowe, bo interwencja w Iranie była błędem. Rosną koszty finansowe i polityczne. Sondaże sugerują ryzyko utraty przez Republikanów większości w obu izbach Kongresu, w listopadowch wyborach cząstkowych-wysokie ceny paliwa i kolejna wojna budzą sprzeciw wyborców. Trump próbuje więc gorączkowo skrócić wojnę i ograniczyć jej koszty. -Iran gra na czas – nie tyle broni terytorium, co rozprzestrzenia konflikt i karze USA, Izrael i sojuszników, windując ceny paliw a więc używa środków bolesnych dla reszty świata. Ta lekcja ma pokazać jak kosztowne jest atakowanie tego kraju. Intensywność wymiany ognia spada, ale końca wojny ani szybkiego odblokowania Cieśniny Ormuz wciąż nie widać. -Nawet po ewentualnym otwarciu cieśniny powrót podaży ropy z Zatoki Perskiej do poziomu sprzed wojny (~20 mln b/d) zajmie dużo czasu: ok. 8 mln b/d mocy jest wyłączonych, a część infrastruktury ulega uszkodzeniom. -Wolne moce OPEC nie rozwiązują problemu – znajdują się głównie w Zatoce Perskiej, więc przy zablokowanej Ormuz są bezużyteczne. Alternatywy (rosyjska ropa, rezerwy MAE) dają jedynie krótkotrwałą i ograniczoną ulgę. W tych warunkach nasz scenariusz bazowy dla ropy i gazu to 1⃣

@francvs @TheMaliaMarks @francvs Halo! please find the unroll here: threadreaderapp.com/thread/2034810… Enjoy :) 🤖

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I spent a whole day visiting the Seattle daycares featured in my @NRO article with @abigailandwords about inexplicable spending by @waDCYF . Most did not answer when I knocked. If there were children inside, thick curtains blocked any natural sunlight for them. Neighbors were unaware of daycares a one-minute walk away. Confused residents said that they had no knowledge of a daycare at their address, to which Washington State paid nearly $500,000 last year. WA State Attorney General Nick Brown said that he would focus on prosecuting journalism like this instead of investigating welfare fraud. The State Auditor stated that DCYF records are so bad that millions of dollars over the past four years have been un-auditable. This violates the terms of their federal funding. This video is only half of the footage we captured. Stay tuned.

@unreal_arthur @unreal_arthur Saluti, the unroll you asked for: threadreaderapp.com/thread/2034931… Have a good day. 🤖

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1/3 NEW MOD Updated Guidance Published! The JSP 950 Leaflet 6-7-7 V3.2 Effective from 10 Feb 2026 has updated the guidance from previously stating CBT and GET have 'definite benefit' to now stating the 'most up-to-date NICE guidance' should be followed.

@LaniSays @FoundationDads @LaniSays Namaste, the unroll you asked for: threadreaderapp.com/thread/2034630… Share this if you think it's interesting. 🤖

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KASI KODALU Ft.VPriya VPriya age 36,late ga pelli ayindi,model,tvshows,shortfilms chestundi(peddha sallu&guddha, perfect fig) Hari, age 36,doctor,5inch sulli Murali,hari's father, age 55, wife expire ayyi 10years ayindi (Cover page poindi, so repost chestuna) Enjoy the story

@pi70768 @resenhaeco @pi70768 Bonjour, the unroll you asked for: threadreaderapp.com/thread/2034683… Enjoy :) 🤖

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🧵 Arnaldo Cezar Coelho apitou a final da Copa de 82 (Itália 3x1 Alemanha). Primeiro brasileiro e primeiro não-europeu a fazer isso. 291 jogos no Brasileirão. 29 anos de Globo. Mas a carreira que fez ele rico de verdade não foi no futebol — foi no mercado financeiro. E quase ninguém sabe.

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@GAelectionsSec @GAelectionsSec Hello, you can read it here: threadreaderapp.com/thread/2034942… Have a good day. 🤖

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Senator @DolezalForGA we had a very important Republican meeting last night on elections Fraud. You should have came. We know know without a shadow of doubt there was possible cheating which led to President Trump winning Georgia in 2024. @Nabilah_Parkes @MurphyAJC #GaPol

@21law @Mylovanov @21law Salam, here is your unroll: threadreaderapp.com/thread/2034917… Share this if you think it's interesting. 🤖

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The new world war has already started. Ukraine and Iran are not two separate conflicts — they are Act One of the same war. The war in Ukraine involves Russian soldiers, Chinese circuits, Iranian drones, and mercenaries from North Korea, writes Will Lloyd in New Statesman. 1/

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📣Aux électeurs d’@egregoire : Véronique était une Parisienne comme vous et moi. Un jour, il y a 7 ans, sa rue a littéralement explosé, et sa vie a basculé. Anne Hidalgo et Emmanuel Grégoire, son premier adjoint, ne l’ont jamais reçue et se sont toujours tenus à distance. 1/4

@KarlderGrosseod @MDiener72345 @MasterOfDe1000 @KarlderGrosseod Halo! please find the unroll here: threadreaderapp.com/thread/2034488… Share this if you think it's interesting. 🤖

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Jetzt verstehe ich ....

@KarlderGrosseod @ShiningScience @KarlderGrosseod Guten Tag, here is your unroll: threadreaderapp.com/thread/2034568… Talk to you soon. 🤖

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🥤We often associate alcohol with health risks, but recent studies have shed light on another culprit: sugary sodas like Coca-Cola. Chinese scientists have warned that the sugar content in Coke may be more damaging to the liver than alcohol. This is a reminder of how sugar affects our body, contributing to conditions such as fatty liver disease and insulin resistance. While alcohol is widely known to cause liver damage, we may overlook the long-term effects of sugar-laden beverages. Regular consumption of soda can lead to an accumulation of fat in the liver, impairing its ability to function properly. The alarming reality is that many people are consuming soda without understanding the risks it poses. It’s crucial to be mindful of the beverages we choose to consume. Opting for water, herbal teas, or naturally sweetened drinks can significantly reduce the strain on our liver and overall health. The path to a healthier body starts with small, conscious choices. 🍃

@shimpet @AnkurPatel59 @shimpet Hallo, you can read it here: threadreaderapp.com/thread/2034644… See you soon. 🤖

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David Ryan won the US Investing Championship three years in a row - 1985, 1986, 1987. Triple digit returns each year. 1,379% compounded over three years. Here's the actual method behind it. 🧵

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Roger Froikin @rlefraim wrote, "And where is justice? It is now six years that Benjamin Netanyahu has been subject to politically motivated persecution in the form of slanderous accusations formed into legal terms. 1)

@CenturionAdv @HighYieldHustle @CenturionAdv Bonjour, you can read it here: threadreaderapp.com/thread/2032492… Have a good day. 🤖

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How High Yield ETFs Can Build Wealth & Cashflow At The Same Time. 🔄 The benefit of high cashflow is versatility. Here’s some examples of how I aim to accomplish both. 🧵👇

@alessia_smile6 @cozzmat @alessia_smile6 Hi! you can read it here: threadreaderapp.com/thread/2034891… Enjoy :) 🤖

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La Cost. in quanto legge fondamentale è per definizione rigida. Deve solcare con la sua prora l'innumerevole mutabilità storica senza che questa la snaturi o ne muti le dinamiche di volta in volta. Ma la realtà ha una sua razionalità, una sua logica di funzionamento... 1/4