Over the Limit

7.3K posts

Over the Limit banner
Over the Limit

Over the Limit

@overthelimiting

There'll come a day when your Karma will run over your Dogma....

New Jack City 가입일 Ekim 2022
1.5K 팔로잉1.2K 팔로워
Raw Milk Chad (NEET ARC)
Raw Milk Chad (NEET ARC)@Rawmilkchad·
I went to Africa on a "mission trip" in my teenage years and it was the most blackpilling thing imaginable. The IQ chart floating around showing that the average African IQ is "mentally retarded" is completely true. It's not a problem of education, it's a problem of capability. Most of these people can't think 15 seconds beyond the present. They struggle to understand basic concepts, even those involving safety and self-preservation. They often can't understand simple mathematical or scientific concepts. Modern science may as well be witchcraft to them. They constantly misallocate resources -- after being gifted something like a tractor, and taught for months on how it works, they will simply strip it for parts the minute you leave and starve at harvest season. They have fantastical ideas about the power of witchcraft and some enduring folk superstition, believing things like bald men have gold in their heads. They think putting a condom on a stick in their house will magically protect them from getting AIDS, and they think having sex with a child will cure them. They constantly steal from each other, even those closest to them. I think it would be cheaper to send all libtards to some impoverished part of Africa and have them learn this the hard way than it would be to continue sending African countries aid. It's untenable. We have thrown money at them and babysat them for a century and they are no better off than a hundred years ago. It would be best to simply pack up and leave them to their own devices.
Dan Pfeiffer@danpfeiffer

Great job @marcorubio Hope you’re proud of yourself

English
858
4.1K
33.3K
1.7M
StripMallGuy
StripMallGuy@realEstateTrent·
Just got off the phone with a friend who’s on a college tour with his daughter. One of the stops: The University of California, Santa Barbara. I will just say this: When I was a student at Santa Clara University, we used to sometimes drive down there. In all my travels since - including Vegas/Thailand/Greece - I have never witnessed anything like what I saw at UCSB. It’s been a while, but I’d never seen that level of partying before, or since. Those Isla Vista kids are just next level.
English
320
33
1.9K
770.5K
Over the Limit
Over the Limit@overthelimiting·
@KeruboSk When White people pay their bills on time it makes me feel bad cuz my cars keep gettin repo'd
English
1
0
2
2K
Sophia ❣️
Sophia ❣️@KeruboSk·
BLACK AND BROWN PEOPLE ONLY: what’s something a white person does that instantly makes you feel either safe or uncomfortable?
English
579
30
2.6K
2.7M
Over the Limit
Over the Limit@overthelimiting·
@Pontifex Trump should cut the Vatican from SWIFT, like Obama did to Benedictine Then you'll come around. But all in ...F you
English
0
0
0
7
Pope Leo XIV
Pope Leo XIV@Pontifex·
Communion between Christians and Muslims takes shape under the mantle of Our Lady of Africa. Here, in #Algeria, the maternal love of Lalla Meryem gathers everyone as children, within our rich diversity, in our shared aspiration for dignity, love, justice, and peace. In a world where division and wars sow pain and death, living in unity and peace is a compelling sign. #ApostolicJourney
English
14.8K
8.4K
60.8K
7.4M
Tom Luongo
Tom Luongo@TFL1728·
No you can trust us. You can trust we are coming to liberating you
Yossi BenYakar@YossiBenYakar

x.com/gilileoB/statu… Mark Carney, Canada’s Prime Minister and leader of the Liberal Party, says: “We cannot trust America.” Meanwhile: - His wife lives in the United States - All four of his children live and study in the United States - 91% of his investment portfolio is in the United States - He owns a house in the United States Yet he tells Canadians they can’t trust America. Hypocrisy at its finest.

English
54
51
364
15.8K
Over the Limit
Over the Limit@overthelimiting·
@MarioNawfal Tucker is living in a past static World If he understood what's really happening he'd calm down
English
0
0
2
67
Mario Nawfal
Mario Nawfal@MarioNawfal·
🚨🇺🇸🇮🇱 BREAKING: Tucker calls for a complete end to all U.S. military and economic aid to Israel: "Not one more dollar. Not one more fighter jet or bomb or missile defense system or ammunition of any kind. Because Israel is aggressively acting against our interest." He's careful to say this isn't about treating Israel as an enemy. It's about treating them like every other country: an ally with restrictions, reservations, and red lines. He wants a "healthy conventional relationship where Israel can pay its own bills and fund its own military." This is the most significant statement any major right-wing media figure has made about the U.S.-Israel relationship in decades. Source: @TCNetwork
Mario Nawfal@MarioNawfal

🇺🇸🇱🇧Tucker: Israel called the Beirut operation “Eternal Darkness” “Israel named this operation, killing hundreds of civilians in Lebanon, mostly in Beirut, Eternal Darkness. Because why even pretend anymore?” Source: @TCNetwork

English
588
4.1K
18.2K
532.3K
Edward Dowd
Edward Dowd@DowdEdward·
Let’s assume you are correct and it’s not the GFC…the problem is the marginal credit creation the last two years was in NDFI’s. It’s likely that underwriting standards went out the window industry wide due to huge growth in assets the last two years. We are in an economic contraction and your asset class is frozen due to redemption requests. You have entered mark down and work out phase. Losses are coming. How large is the question.
Blackstone@blackstone

Today’s private credit business development companies (BDCs) are levered ~30x less than banks before the GFC. 🧵👇

English
13
36
233
28.5K
Walter Kirn
Walter Kirn@walterkirn·
Once you are roundly hated even by your former friends and declared unredeemable by both them and your enemies, you are finally free. (There's a song by Kris Kristofferson about it.) I mean once you're the Antichrist, what's your downside risk?
English
100
97
1.7K
39.9K
Over the Limit
Over the Limit@overthelimiting·
@walterkirn People have a hard time with the Big Picture It's 'Zoom Out' time.
English
0
0
4
116
Walter Kirn
Walter Kirn@walterkirn·
I've seldom had people so angry at me here as yesterday when I cautioned against hyper-pessimism over Iran.
English
164
53
1.7K
44.5K
G-PA
G-PA@IndianaGPA·
“Will the last American leaving New York, Remember to Grab the American Flag” 🇺🇸 Verizon is cutting 13,000 jobs in New York and the severance bill alone is a staggering $1.8 BILLION — and the Governor is furious. This is one of the biggest corporate downsizings in recent memory. Network technicians, customer service teams, and middle management roles are all disappearing as Verizon shifts toward automation and franchising 180 stores. The Governor didn't mince words - she made it crystal clear that New York helped build Verizon's success, and now the company is walking away from thousands of families who counted on those jobs for decades. Behind the headlines are real people: workers who spent 20 years with the company, now facing an uncertain future while their communities lose spending power, tax revenue, and stability. Is this the future of work in America — where billion-dollar companies cut thousands of jobs and move on?
English
990
1.4K
4K
403.1K
Susie Wiles
Susie Wiles@SusieWiles·
Last week, I was diagnosed with breast cancer. Nearly one in eight women in the United States will face this diagnosis. Every day, these women continue to raise their families, go to work, and serve their communities with strength and determination. I now join their ranks. I am grateful to have an outstanding team of doctors who detected the cancer early and are guiding my care, and I am encouraged by a very good prognosis. I am also deeply thankful for the support and encouragement of President Trump as I undergo treatment and continue serving in my role as White House Chief of Staff.
English
19.1K
12.5K
128.3K
4.4M
Over the Limit
Over the Limit@overthelimiting·
@johnkonrad The US cut the other 4 Eyes off last year. One of the first things Rubio did.
English
2
0
1
186
John Ʌ Konrad V
John Ʌ Konrad V@johnkonrad·
This is potentially the biggest Iran story nobody is talking about: the global insurance market may be heading toward a systemic crisis. Here’s why… Most people don’t realize London isn’t just a financial center it’s THE center of global insurance. Lloyd’s underwrites ~40% of the world’s marine cargo. Ship sinks, port gets bombed, canal gets blocked the bill lands in London. This is why the UK punches above its weight. Not the Royal Navy. Not diplomacy. Insurance. Control insurance, control trade. And London doesn’t just control the 90% of global trade that moves by sea. Lloyd’s and the London market are major insurers of almost everything skyscrapers, factories, ports, satellites, entire supply chains. You can’t participate in public markets or raise large amounts of capital without insurance. Now, the normal playbook for war risk is repricing, not cancellation. Canceling coverage entirely is a massive escalation in underwriting posture. It signals something beyond risk, it signals uncertainty so deep the underwriter can’t even price it. The question everyone should be asking: why? Why not just jack up premiums and make a fortune off the crisis like they did in the Black Sea off Ukraine? To answer that, you have to understand WHY London has maintained a stranglehold on global insurance while losing nearly submarket related to ships. The answer: better intelligence. It is no coincidence that MI6 headquarters sits directly across the Thames from the @IMOHQ, the world’s maritime regulator & a short distance from Lloyd’s itself. I have no proof of a direct pipeline, but it has long been speculated in the industry that intelligence flows from MI6 to Lloyd’s. Having the best intel in the world would be the single greatest competitive advantage any insurer could possess: the ability to price risk that competitors can only guess at. Here’s the problem: the majority of MI6’s intel doesn’t come from its own agents. It comes from Five Eyes the alliance comprising the US, UK, Australia, Canada, and New Zealand. And within 5Eyes, the dominant partner is obvious. The CIA, NSA, NRO, etc generate the lion’s share of intel. So if Lloyd’s pricing advantage flows from MI6, and MI6’s best intelligence flows from the US… what happens when that data pipeline gets throttled? All indications are that @Keir_Starmer was blindsided by the size and scope of the US/Israel strikes on Iran this weekend. That alone tells you something about the current state of transatlantic intelligence sharing. And we know there has been serious anger in Washington over the UK’s decision to sell Diego Garcia, home to America’s most strategically important base in the Indian Ocean, to Mauritius. It is not a huge leap to conclude that the submarine cables linking Langley to London have gone dark, or at minimum have been significantly throttled. What this means for UK national security is a question for the Brits. But what it means for EVERY company globally that’s insured through the London market has massive implications for the entire financial system. Because most large insurers worldwide don’t do independent intelligence work. They index off Lloyd’s rates. If you’re insuring a skyscraper in Tokyo, a semiconductor fab in Taiwan, or a port in Argentina you get a Lloyd’s quote, then shop that price around. Other insurers see Lloyd’s number and assume the diligence was done. They price accordingly. This means if London is suddenly flying blind it’s not just Lloyd’s policyholders at risk. It’s the entire global reinsurance chain. The cancellation of war risk coverage on ships isn’t the crisis. It’s the canary. If this hypothesis is correct, we could be looking at a systemic repricing event across global insurance markets…. the kind of cascading uncertainty that defined 2008 and COVID. Watch Lloyd’s. Watch reinsurance spreads. What Five Eyes. That’s where this story, and possibly Wall Street, breaks. CC @BillAckman
gCaptain@gCaptain

Major marine insurers just cancelled war risk coverage for the Strait of Hormuz. 150+ ships stranded. Rates tripled. One seafarer dead. And this is only day 3 of the Iran conflict. gcaptain.com/marine-insurer…

English
916
5.9K
21.4K
5.4M