Mayor T

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Mayor T

Mayor T

@bitappend

My Personal Account. I read way more than I post.

USA Bergabung Mart 2014
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Mayor T
Mayor T@bitappend·
@txgermanbre "He who can open the Strait of hormuz is the real global power" - Tucker Carlson.
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breanna 🇺🇸🇩🇪
breanna 🇺🇸🇩🇪@txgermanbre·
No. I criticize Germany for many things but this isnt one of them. Geopolitics 101 time. It actually makes sense because China is one of the few actors that can realistically play mediator with Iran. They have deep economic ties, including long-term energy and infrastructure cooperation, and Iran depends heavily on China as a buyer of its oil and a partner against Western sanctions. At the same time, China isn’t seen by Iran as hostile in the way the U.S. or even Europe often is, so it has access and credibility that others don’t. On top of that, China has already proven it can mediate in this exact space it brokered the Iran–Saudi rapprochement, which restored diplomatic relations after years of tension . That’s a big deal because it shows Tehran is actually willing to negotiate when China is involved. And right now, China is actively positioning itself as a diplomatic actor, calling for ceasefires, pushing negotiations, and even sending envoys to mediate in the region . So from Germany’s perspective, this isn’t random it’s basically pointing to the one country that has leverage, access, and a track record of getting Iran to the table.
Bryce Greene@TheGreeneBJ

You can always count on Germany to misread the room on almost every major issue in the last century

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Mayor T
Mayor T@bitappend·
Unpopular Parenting Opinion. Children below 14 should not use the internet tools including AI unsupervised by a parent, never delegated to 3rd party and instead prepaired for the day they will not need to be supervised. If you need parental controls after 14 then you have failed as a parent. Below that age you are preparing them the knowledge of the word, after that age until you die you are preparing them with the wisdom of the world.
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Mayor T
Mayor T@bitappend·
Nato is over. America will be departing Europe on its own. I suspect a closure of half the bases within 2 years. the other half will remain open for other obligations and reasons. Until then American military logistics can work around the current diplomatic issues. After america leaves the european sphere of influence. Europe has the ability to federalise. I suspect the bureaucrats in brussels will handle it like a fart in a church. Thus dropping the ball. that however is a completely different matter.
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Mayor T me-retweet
NewsWire
NewsWire@NewsWire_US·
TRUMP FIRES ATTORNEY GENERAL PAM BONDI — FOX NEWS
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Mayor T
Mayor T@bitappend·
That too will also just consume more fuel. But if you got to the point where Europe collectively closed its airspace that would expedite the goal of ending NATO. There is no situation where Europe has the upperhand in this. The only thing that will end this is Trump's political will.... which as not much right now. This conflict will end before fall. Before summer if Trump thinks he has a chance of avoiding impeachment.
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Mayor T
Mayor T@bitappend·
@MichaelAArouet 2/3? The constitution gives that power to the president. law passed is symbolic and void unless there is an actual change in the constitution. A better argument would be pay for and build up your own military instead of begging for America.
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Michael A. Arouet
Michael A. Arouet@MichaelAArouet·
As much as Russia would celebrate it, Trump doesn’t have the authority to withdraw from NATO. The Senate’s two-thirds approval is needed. There are enough responsible adult senators, not compromised by Russia, to prevent that from happening.
Michael A. Arouet tweet media
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breanna 🇺🇸🇩🇪
breanna 🇺🇸🇩🇪@txgermanbre·
How do European trains become the replacement for cars if they need gas too. I think that’s how trains work right
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Mayor T
Mayor T@bitappend·
@txgermanbre @rdd147 @Hollypongi from what i heard there were massive ai and flight controls recently that are supposed to be big game changers.
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breanna 🇺🇸🇩🇪
breanna 🇺🇸🇩🇪@txgermanbre·
@rdd147 @Hollypongi I thought they said to stop training in them as much because we’ve had two tragic accidents with commercial aircraft due to Blackhawk incidents in the last year
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Roger
Roger@rdd147·
In case you missed… Every Army Base and Army National Guard Base in America was training and testing on Black Hawk and Apaches today. Every one. Normal when you’re definitely not invading a country.
Roger tweet media
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Mayor T
Mayor T@bitappend·
@txgermanbre @NXT4EU @wu_ming_80 I didnt allocate in it for different reasons and made out as well. I do see eu hitting a manufacturing wall soon though if it doesnt get off its ass real quick.
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breanna 🇺🇸🇩🇪
breanna 🇺🇸🇩🇪@txgermanbre·
I didn’t short the US. I just chose not to allocate into it. Those are very different decisions. The US market has been trading at elevated multiples, heavily concentrated in a small number of mega-cap names, with valuations assuming continued earnings strength and stable macro conditions. That’s a high bar. At the same time, the underlying picture was starting to diverge: You’ve got a weakening labor market at the margins (slowing hiring, rising continuing claims), which typically leads earnings, not follows them. Policy uncertainty is elevated tariffs and trade frictions are back in focus, which historically act as a tax on growth, disrupt supply chains, and compress margins over time. The dollar is no longer in a clear structural uptrend. As fiscal deficits expand and global capital looks for diversification, you start to see gradual dollar weakening which changes capital flows and relative attractiveness of non-US assets. Financial conditions have been tight for an extended period, and those effects lag. Credit stress, refinancing pressure, and slower investment cycles don’t hit all at once they roll through the economy over time. And then there’s the second and third order effects people aren’t fully pricing yet: Tariffs + higher input costs = margin compression + slower hiring = weaker consumption Policy uncertainty + delayed capex = slower productivity growth Higher rates + deficits = pressure on both public and private balance sheets Markets tend to price first-order narratives and lag on these knock-on effects. Meanwhile, Europe was sitting in a very different position: Lower valuations across equities Less crowded positioning (under-owned by global capital) Industrial and export leverage to any global recovery Fiscal expansion in areas like defense and infrastructure Energy normalization after the shock period So you had a setup where the US was expensive and consensus-heavy, while Europe was discounted and positioned for rotation. This wasn’t about “America collapsing” overnight. It’s about relative positioning. Capital doesn’t need a crisis to move it just needs better risk/reward elsewhere. So no, I didn’t short the US. I underweighted it because the forward-looking setup especially once you factor in second and third order policy effects didn’t justify the price. That’s just portfolio construction.
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Mayor T
Mayor T@bitappend·
@eeldenden It always was treated that way. I think eu citizens have been a sleep because even the heads of state in europe. Have known this for decades.
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Mayor T
Mayor T@bitappend·
Dismissal of people critical of NATO claiming they are just bots and not real are blinded to the fact that huge faction in the us has reasnted Nato long before Iran. Iran is the current excuss, its not even the final straw. Iran is just a current event talking point, where there are real underlying issues and criticism of US involment in NATO since the 90s
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Mayor T
Mayor T@bitappend·
I could be convinced Rubio could be deported under the proper argument
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Mayor T
Mayor T@bitappend·
@txgermanbre if they just legalize it like Germany then there would be a focus on better issues.
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Mayor T
Mayor T@bitappend·
@Cpt_TAKAHASHI The A10 will live on in a new drone replaced variant. Sans pilot, more ammo.
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GENKI
GENKI@Cpt_TAKAHASHI·
日本人としてはA-10を退役させてしまうのは誠に遺憾なのだが。 海兵隊にあげられないの? 最高のClose Air Supportで頼もしいと思うのだけれども。
GENKI tweet mediaGENKI tweet mediaGENKI tweet mediaGENKI tweet media
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Mayor T
Mayor T@bitappend·
Unpopular but true claus in the 14th amendment. "subject to the jurisdiction thereof" was added explicitly to exclude children born to aliens but permit citizenship to slaves(recognized subjects). This claus also excludes children of diplomats. The records, supplemental documentation as well as transcripts from the floor of the house record these very points. @grok please confirm. Case law and other laws since that may dictate a different Scutus ruling however the original intention was to natrualise slaves in a very narrow law not broad overseas exceptions.
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Mayor T
Mayor T@bitappend·
@azuazu_oc Needing to ask permission offensive. You are born with the right to protect yourself.
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