@AIStreetMagic @GazzettaFerrari In theory, but they won't be, just like half of what you put in your recycling bin. Recycling too costs energy. Your disposable car that lasts 8 years instead of 30 is not "green".
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PLEASE
811 posts
PLEASE
@CalmingUp
Born in the Twilight Zone.
West Coast Katılım Kasım 2024
56 Takip Edilen133 Takipçiler
@CalmingUp @GazzettaFerrari Batteries are 96% recyclable
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🚨 | Luca Cordero di Montezemolo on the new Ferrari Luce:
"If I said what I really think, I'd harm Ferrari. We're risking the destruction of a myth, I'm very sorry about that. I hope they at least remove the Prancing Horse from that car"
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@AIStreetMagic @GazzettaFerrari It's a physical impossibility. All of the metals required get harder and harder to mine over time. It would be an ecological disaster to really switch to evs in the near term.
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@GazzettaFerrari Lol they have to go electric. In 15 years all cars are EV's. Don't be the next Kodak (they got destroyed through digital photography)
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@adamtaggart Many countries are going to share an interest in "kinetics" in the next 30 days. Qatar. Iraq. Saudi Arabia... Every country hurting from reduced flow
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Regarding the US/Iran war, within the next 30 days, which is more likely in your assessment?
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@jbulltard1 They are overspending for sure but there are also amazing things happening. It really is wild. My sense is it will just make the rich richer. They will develop more efficiently.
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Last week Microsoft, now uber
Ed Zitron@edzitron
Uber’s COO has said that it’s getting “harder to justify” its AI costs because there was no way to show a link between AI spend and any meaningful increase in useful features. This is the first time I’ve seen a company say this directly. businessinsider.com/uber-coo-andre…
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It's more naive than that. They believe Muslims take their religion as seriously as they do(not very), and it's essentially an ethnic identity that needs protection.
It's not entirely unreasonable. We work with and go to school with Muslims and they are nice generally. Americans should pay attention to what happens in areas with high Muslim populations. It's not good.
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Do groups that claim to champion LGBTQ+ rights, feminism, and secularism repeatedly align with Islam because they think it'll be effective at tearing down the society they hate?
Like, to them, is it like a cudgel they intend to use and then discard or overpower?
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@biancoresearch Oil is going up and I think we are seeing something more permanent in the gulf. This area of the world is losing power.
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The repost details the Wall Street consensus that the Strait is days away from reopening, and this will lead to crude prices plummeting.
Add this chart. It shows that most of the net long positions among managed money (CTAs) and Large Speculators were established BEFORE the war began (and made good money), and they have been paring it back since the opening days of the war (prices are higher today).
Restated, Wall Street's peak oil bullishness was over two months ago, and they have been pulling back every week. Industry professionals (i.e., Commercial Traders) are on the other side of Wall Street.
Which side do you want to be on?
@CommodMkt
Jim Bianco@biancoresearch
1/3 Financial Market participants truly believe that any day now, the Strait opens, the oil starts flowing, and this war is over and soon forgotten. Trump gives them what they want to hear, and they buy it every time, like he just did again. x.com/zerohedge/stat…
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@MrAndyNgo In the book that inspired this "Taz", hakim bey writes on the movements desires: "Its only concern for the Family lies in the possibility of incest ("Grow your own!")
Hakim is a pen name for some pedophile academic nitwit, though I admit its a fun read.
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@Mintando @KatieDaviscourt to use your analogy: we stop murder. We don't stop people from arguing.
There is no real public interest in kicking down a door and arresting people mid-coitis because money changed hands. ordinary consent is all that should be required in a free country.
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@CalmingUp @KatieDaviscourt "There are all kinds of people having sex right now in your city that you find repulsive"
Child prostitution/incest is not repulsive? It's been happening since time immemorial therefor it's acceptable? So has murder.
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Surveillance video shows pimps engaging in firefight over who gets to control the prostitutes on Seattle's Aurora Avenue.
Seattle decriminalized prostitution in 2020 to stand in solidarity with sex workers. The area is now inundated with gun violence.
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People have trouble with the concept that they have no authority over other consenting adults. There are all kinds of people having sex right now in your city that you find repulsive. You don't like their age gaps, or their relationship dynamics or you don't like what they are doing. You want everything to be just so. it isn't just so. It has worked this way for the entire expanse of human history.
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@ErikSTownsend anyone posting online with sufficient attention will get some trolling. It is best to ignore. It will always be 2-3% of comments on any topic.
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You're flaunting your ignorance and stupidity, Alfred. I'm just a guy trying to pay back my own success by sharing my insights with others. That's it, end of story.
My substack is completely free. For you to be too goddamned lazy to just click the link and take the free content, but still have the time, poor taste, and frankly, disgustingly negative energy to troll me with this kind of bullshit makes a strong statement about your ethics, Alfred, not mine.
If that was too complicated for your feeble mind, the executive summary is "It's free, you stupid fuck! Grow up and quit your pathetic whining!"
Alfred Butler@alfie989898980
@ErikSTownsend So you’re another Anas “Subscribe to my overpriced Substack”?
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@zarathustra5150 When someone calls it's "why don't you come down to the station to file a report." People put 2 and 2 together and don't waste their time.
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@ErikSTownsend Key question: will ships flow back in with a nuclear negotiation unresolved? Some will. Some won't.
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This weekend's newsflow was (unfortunately) super BULLISH crude oil prices, but the market got the signal backwards, exactly as I predicted it would in the below substack post (free, no paywall).
The reason the news is actually bullish oil prices (and bearish the outlook for resolving the Hormuz crisis any time soon) centers on the fact that there's been ZERO progress on the one thing that actually matters (handover of Iran's near-weapons grade HEU stockpile).
The fact that resolution of the (core) nuclear issue has been pushed out to a 30-60 day negotiation window is a strong signal that there's plenty of room for the Hormuz crisis to continue for several more months, and the global economy can't bear that without MUCH higher crude prices.
I'm well aware that Iran has allowed some ships to pass, but there's no way we'll get a full and permanent reopening of the strait from what's on the table now, and the market is still fantasizing that outcome as possible.
Understanding nuclear hedging and the true importance of Iran's ~440kg of 60%-enriched HEU is absolutely essential, and the press has been derelict in covering the topic. It's fully explained in the below substack post.
We've yet to see the final high on oil prices for this conflict, and the big gap-down open on crude futures was both predicted by the below post and opposite the actual fundamentals if you understand what's really going on.
Erik Townsend 🛢️@ErikSTownsend
Full post on substack; summary bullets below: ➡️Trump announced a “peace deal” on Truth Social Saturday afternoon. The post says an agreement is “largely negotiated,” invokes a “Memorandum of Understanding pertaining to PEACE,” and declares that the Strait of Hormuz “will be opened.” It reads like the war is ending. It is not. Not even close. ➡️Expect a gap-down in Brent and WTI at Sunday’s 6:00pm ET futures open — unless someone with a louder megaphone than mine debunks the “it’s over” narrative before then. I think that gap-down, if it happens, will be selling into a misunderstanding. ➡️This is April 7, Round 2. The substance — the part that would actually end the war — has again been deferred. What’s genuinely new here is a nuclear negotiation and-Strait reopening framework, not a nuclear deal. ➡️The reported MOU is one page, 14 points: declare the war over, gradually reopen Hormuz, lift the US naval blockade of Iranian ports, unfreeze some Iranian assets, and kick the hard nuclear questions neither side has been willing to budge on to a 30-to-60-day follow-on negotiation that has not yet started. ➡️The single issue that determines whether this war ends — possession of Iran’s ~440.9 kg of 60%-enriched uranium — was explicitly left out of the text. Iran’s Foreign Ministry wasted no time going on the record to emphasize this key omission the same day Trump announced the “Peace” deal. ➡️Trump insists Iran must surrender that material. Iran says it never will. Iran’s Supreme Leader reportedly issued a directive on May 21 that the stockpile “should not leave the country.” Secretary Rubio, the same weekend, repeated that any deal must include “turning over enriched uranium.” Neither side has moved a millimeter. Everything else is noise until that one core disagreement is resolved. ➡️The “is Iran weeks from a bomb, or has it had no weapons program for 20+ years?” contradiction is fake. Both statements are essentially true. Reconciling them requires understanding nuclear hedging — a concept the mainstream media has been derelict in failing to explain. This post explains it thoroughly. ➡️Enrichment is not a linear process. Getting from 60% to 90% weapons-grade enrichment requires roughly 1% of the effort it took to get to 60%. By stockpiling 60% material, Iran has already done about 99% of the separative work needed for a bomb’s worth of fuel. ➡️That stockpile is confirmed fact — not allegation, not propaganda, not suspicion. It was audited and verified by IAEA inspectors. Nobody on either side disputes it exists. ➡️Stories of a US or Israeli special-forces raid to “go in and grab the uranium” are not credible. Absent Iranian cooperation, every named expert who has spoken on the record calls such an operation somewhere between “unlike any mission the US military has tried before” and “rather fantastical.” That material leaves Iran only with Tehran’s consent — or behind a full ground occupation. ➡️For the crude market, the question that matters is not “is there a deal?” It’s “how much oil actually moves through the Strait of Hormuz?” Watch tanker traffic, not headlines. ➡️The durable takeaway: this can drag on for months. A global economic event tied to energy is, in my view, already a near-certainty at some severity. How much oil flows through Hormuz over the next several weeks will determine whether that event is merely painful or genuinely catastrophic. If the Strait remains substantially closed for just a few more weeks, a catastrophic outcome will become certain. We only have a few weeks left to sort this out, and if the strait remains substantially closed for the full 60 day negotiation period prescribed in today’s 14-point MOU, the global economic impact will be catastrophic and irreversible. If that summary is enough for you, you can stop here. If you want the full argument, read the post on substack.
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@ErikSTownsend @TheMichaelEvery excellent.
My amateur take and prediction: both Iran and the US have some incentive to drag this out. Therefore that is what will happen. This is a siege.
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@TheMichaelEvery Thanks Michael! The promised substack is now live here:
eriktownsend.substack.com/p/saturday-nig…
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This is a good take.
Erik Townsend 🛢️@ErikSTownsend
The final point Rory cites from Iran in the below tweet is the most critical one. Iran has been crystal clear since the conflict began that they are unwilling to give up possession of their ~440kg of 60%-enriched HEU. That's the central "risk" that Trump and Netanyahu started this whole war over. When Trump said Iran was "just weeks away from a nuclear weapon", what he really meant is that it would only take a few weeks to enrich that 60% HEU to 90% (weapons grade). That's what the whole war was started over in the first place, and it will always be the central issue that has to be resolved before the conflict can end. It's plausible that Trump is giving up to save face, declare victory, and move on. In that case this whole conflict will have been for nothing. Far more likely, Trump is buying more "negotiations occurring under ceasefire" time to avoid congressional approval requirements. It's also plausible that Trump incorrectly believes that Iran will allow its 60%-enriched HEU to leave Iran, and when he finds out they refused (consistent with exactly what they've repeatedly said they would do), he may accuse them of breaking the agreement. It's crystal clear that Iran sees that outcome coming, and is "in damage control mode" now, making it publicly clear that they have not agreed to hand over their HEU. They don't expressly say here that they will never turn it over, but they've made clear in other statements in the last few days that this exact order was given by the Supreme Leader this past week. I therefore conclude 1 of 2 things has to be true: 1) This is another "fake news" peace deal that's intended to buy more time before facing congressional approval challenges, but will ultimately prove just as meaningless as the last several similar "peace deals" that never panned out, OR 2) Trump is giving up and will try and save face by declaring victory, taking credit for reopening the strait, and might then pivot to Epstein-files tactics to brush minor details like Iran still has the nuclear material that could be enriched to weapons-grade in just a few weeks and Iran will begin charging massive tolls for traffic transiting the Strait under the proverbial rug. But #2 is very unlikely, because Rubio has already made public statements (Saturday, from India) reiterating the nuclear materials hand-over red line. He wouldn't be pushing that message if Trump was giving up and looking to save face. I lean toward #1 above, considering that Iran has already emphasized that Trump's formative MOU "does not in any way mean free passage thru the Strait". Remember, Trump needs to avoid any "resumption of the war" because he's already well beyond the 60-day deadline for congressional approval to continue the war. So this whole thing looks to me like a tactic to defer the nuclear materials negotiation (i.e. the real "red line" substantive matters that were the main reason the war started) into a 30-day drag-this-out phase, where we get at least some traffic through the strait and stay immune from congressional approval demands. If that's right, it will prolong this until both sides eventually reach the obvious conclusion that neither is willing to bend on its red-line demands, which all center on the nuclear material hand-over that hasn't even been discussed in the negotiations that precipitated this weekend's "peace deal" announcement from @POTUS. If you're tempted to say "But...They are talking about opening the Strait NOW, and that will solve the global energy supply problem, so this is still massively bearish oil prices", think again. Better yet, follow @CommodMkt. Even if the Strait were fully re-opened to pre-war traffic levels (very unlikely), it would take 6-8 weeks for the tankers to reach their destinations before energy supply could begin to recover. By then we'll have reached the next red-line challenge in this negotiation. Bottom line, this ain't over till it's over. And it's not over nor can it or will it end this weekend. I'm working on a Substack post going into more detail on all this now. It will explain what the MSM have consistently failed to explain: Why the 440kg of 60% HEU is so important, and why there seems to be such a disconnect between Trump, Lindsay Graham and others insisting "Iran was only a few weeks away from a nuclear weapon" vs. Tulsi Gabbard insisting "Iran doesn't have and hasn't had a nuclear weapons program for over 20 years". Believe it or not, they're both right, and the explanation is nuanced. Follow my substack now if you want to be notified. Should be posted by early Sunday morning.
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My latest for @thetimes
"The basic version of looksmaxxing is good for almost everyone: exercise, a decent haircut, clothes that fit, better posture, a reasonable diet. But the looksmaxxing protocol that Clavicular tells them to adopt gives women the ick" thetimes.com/us/news-today/…
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@adamtaggart Correct me if I'm wrong but none of those people negotiating are from Iran.
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Well, Trump indeed just posted about what sounds like a peace agreement with Iran to be announced shortly
Will it be confirmed soon?
Or will it get yanked before the market opens on Tuesday?
FYI: he mentions Hormuz re-opening but no deets on enriched uranium
Without the latter, it will be hard for the President to sell this as a full victory
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@charlesmurray The real gripe about this is that it's not a library, it has a high admission price, and it is too far from anything to be accessible.
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Pretty much captures everything I hate about brutalism.
Steve Webster@croft1a
Anyone got an opinion ? The Obamanation, according to some ~
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@SamanthaLaDuc There really is a kind of time limit on how long we can wait. There will be action. This is evidence that is soon.
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He really didn’t want to go to his son’s wedding, anyway!
#IranWar
Nick Sortor@nicksortor
🚨 NOW: President Trump is now BACK in Washington, DC after CANCELLING his weekend plans in New Jersey CBS is reporting intelligence officials have ALSO canceled Memorial Day plans, and are on standby. Something may be imminent 👀
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