🇮🇱 Dnut12 😏

1K posts

🇮🇱 Dnut12 😏

🇮🇱 Dnut12 😏

@DDNut12

California, USA Katılım Aralık 2024
67 Takip Edilen77 Takipçiler
🇮🇱 Dnut12 😏
🇮🇱 Dnut12 😏@DDNut12·
@felixprehn Can you speak to the bottle neck at the refinery level? Especially pertaining to Silver? Do refinery bottlenecks in the US affect US Silver Miners prices?
English
0
0
3
616
Felix Prehn 🐶
Felix Prehn 🐶@felixprehn·
BlackRock is selling US government bonds for the third consecutive quarter. Each sale larger than the last. They manage $11.6 trillion and their risk engine Aladdin runs 5,000 scenarios per day across $21.6 trillion in assets. The last two times BlackRock did a bond-to-commodity rotation this hard, the assets they moved into returned 300-400% over the following five years. This shift has happened exactly three times in 50 years. The 1970s. The early 2000s. Now. Each time, commodities crushed bonds by 300-400% over the next 5-7 years. The 1970s rotation turned $10,000 in mining stocks into $400,000. Anyone in bonds lost 40% of their purchasing power to inflation. If you're in a 60/40 portfolio with long-duration bonds, you're buying what BlackRock is dumping. Here's where the money is going: Gold miners over gold ETFs. GDX gives you 2-3x the upside of spot gold because production costs are fixed while revenue scales with price. At $5,100 gold, miners with $1,200 costs are running 76% margins. The streamers (FNV, WPM) capture that upside without touching a shovel ---> they collect royalties on every ounce produced, costs locked in, revenue floating with gold. I'd put the largest allocation here because the miner-to-spot discount is the widest in 20 years and it always compresses. Copper for the AI infrastructure buildout. FCX is the play on data centers plus dollar weakness. Every data center, every EV, every grid expansion needs copper and the supply pipeline hasn't looked this thin in decades. Uranium for the supply deficit. CCJ and Sprott Physical Uranium Trust (SRUUF) give you exposure to a market where demand is legally mandated to triple while supply is already 7,000 tonnes short annually. The numbers on uranium are more lopsided than any commodity I follow. Energy producers for the geopolitical premium. Not explorers. Cash-flowing producers already printing at $80 oil ---> XOM, CVX, COP. If Hormuz stays pressured and oil pushes above $100, these are money machines with 3-5% dividend yields on top. I'd spread across all four because they respond to different drivers. Gold for monetary debasement. Copper for demand. Uranium for the supply squeeze. Energy for the geopolitical premium. btw every week I break down moves like this in a 100% FREE webinar ---> real positions, real reasoning, real time. Link is in comments.
English
51
271
1.7K
223.2K
🇮🇱 Dnut12 😏 retweetledi
Suzzanne Monk 🇺🇲
Suzzanne Monk 🇺🇲@Trumpertarian·
Conspiracy theory friends, help me out... Am I correct in understanding that the Epstein files reveal a network of Satanism and child sacrifice that he operated in? And am I also correct that the files make it clear that he was a tool of the Isreali intelligence agency Mossad? Lastly, and correct me if I am wrong here. Did we not just bomb Iran on behalf of that very same Israel? Am I missing something, because it seems like we are in a war on the side of Satan and that isn't a metaphor but a measurable fact.
English
675
1.5K
8.8K
177.4K
🇮🇱 Dnut12 😏 retweetledi
IRISH PATRIOT
IRISH PATRIOT@irishpatriot91·
To the people that never bowed 🙏🏻❤️👊🏻 The greatest group of individuals on the planet for staying true to your values 👏🏻
IRISH PATRIOT tweet media
English
1.3K
2.8K
11K
149.2K
No Regrets
No Regrets@NoRegretNoGain·
ARE YOU MENTALLY PREPARED FOR WHAT IS COMING ???
English
72
28
401
36.3K
Red Panda Koala
Red Panda Koala@RedPandaKoala·
🚨 Old 4chan post predicted World War 3 and alien invasion Israel breaks ceasefire and strikes Iran Trump responds with B2 bunker busters on nuclear sites Iran hits all Gulf oil fields and US bases, blocks Hormuz and Bab el-Mandeb Oil prices skyrocket, blackouts in Africa and third world US sends 3 aircraft carriers At least 2 sunk by Iran, Russia, and China using suicide tactics US tries amphibious invasion, first fails with massive casualties Second attempt succeeds, oil fields seized, advance halts US civil war begins, anti-war bloc takes DC with military support US splits in two and retreats from Middle East Turkey betrays NATO, joins Russia-Iran-China alliance, attacks Israel China invades Taiwan and Guam North Korea invades South, Japan fails to stop it India possibly flips sides Russia invades Poland and Baltics, links to Kaliningrad Finland and NATO invade Russia, take Saint Petersburg Europe collapses into riots, famine, and civil wars Latin America allies with China and Russia US invaded from the south, advance stops at Colorado 50 to 150 tactical nukes used high in atmosphere Tsar Bomb and two strategic nukes used in Europe Israel destroyed, Palestinians wiped with it Air travel ends, crime and chaos everywhere 3 weeks of nuclear events Fake alien invasion begins MJ12 releases synthetic alien soldiers (PLFs) PLFs hunt survivors, FEMA camps classify people as useful or undesirables By 2027, 5 billion dead Fake aliens defeated with help of real ones One world government under MJ12 and the UN Dome of the Rock destroyed
Red Panda Koala tweet media
English
556
1.1K
8.4K
1.5M
Thrilla the Gorilla
Thrilla the Gorilla@ThrillaRilla369·
Be honest because I’m proving a point When you were a child if you didn’t want to eat what your mother made for dinner What happened?
English
6.2K
140
1.8K
226.6K
by
by@beyoumf·
who saved you when you were at your lowest?
English
11.8K
3.7K
35.7K
11.9M
🇮🇱 Dnut12 😏 retweetledi
DataRepublican (small r)
DataRepublican (small r)@DataRepublican·
I try and not ask for help in boosting. But please boost this. I am still reaching out in good faith that he prides himself on a kind Senator. But sending me an email weeks after I sent a heartfelt one, timed just after @realJeremyCarl withdrew his nomination with a literal request for me to follow Curtis on X, is rapidly changing those priors. @SenJohnCurtis please reach out to me. We can still fix this relationship.
English
342
8.3K
15.6K
277.7K
🇮🇱 Dnut12 😏 retweetledi
DataRepublican (small r)
DataRepublican (small r)@DataRepublican·
Hello Professor Nichols, You spent twenty-five years at the Naval War College. You taught the officers who would go on to run America's wars. Famously, you never served in any of them. In February 2003, you were at your desk in Newport when you wrote this, about Colin Powell’s presentation to the United Nations: “There is only one thing to say about Secretary Powell’s presentation at the U.N.: If this doesn’t do it, nothing will.” You were confident. You were expert. You were wrong. You acknowledged this twenty years later in The Atlantic — the invasion was, in your own words, “one of the greatest geopolitical disasters in American history.” You wrote that from the same institution you are now defending. The Senior Service Colleges produced the officers who managed the Afghanistan withdrawal. General Mark Milley, Chairman of the Joint Chiefs. General Kenneth McKenzie, CENTCOM commander. On September 28, 2021, both testified before the Senate Armed Services Committee that they had recommended keeping 2,500 troops in Afghanistan. The recommendation was not followed. They did not resign or say a word publicly. Then 13 American service members died at Abbey Gate on August 26, 2021. Only after that did they testify. Your response, in The Atlantic, August 16, 2021: “Afghanistan Is Your Fault.” Not the generals your institutions trained and credentialed. Not the curriculum that built the career-preserving, NSC-deferring officer class that drove those decisions to their conclusion. The American public, with our short attention span and our SUVs. General Milley, whose career your institution shaped, secretly called his PLA counterpart twice, October 30, 2020 and January 8, 2021, and assured him the US would not strike China, and that Milley would warn him personally if an attack were ordered. You wrote “Trump Put Milley in an Impossible Position.” That's not all. Secretary Austin concealed a cancer diagnosis from the White House and Congress for weeks while incapacitated; the DoD Inspector General documented it. At his farewell address in September 2023, Milley publicly called his former commander-in-chief a “wannabe dictator.” You found none of this worth a column. Anthony Tata is a retired Brigadier General. He commanded forces in Afghanistan and Iraq. He led soldiers in both wars. And now he has been asked to conduct a 90-day curriculum review of the Senior Service Colleges. Your objection is that he lacks the credentials for the job. You wrote a whole book about credentials. The foundational knowledge of the average American is, in your assessment, “plummeting to aggressively wrong.” Institutions must be insulated from the ignorant. Expertise must not be questioned by those who haven’t earned it. The men who earned your institution’s credentials - over twenty-plus years of your tenure - presided over two of the longest military failures in American history. They managed those failures in line with everything the War Colleges taught them: subordinate military judgment to civilian direction, preserve the relationship, testify about it later. They retired with honors. That is what "expertise" means to you. The question Pete Hegseth is asking isn't whether the War Colleges have credentials. It's whether the credentials mean anything. After twenty-five years on your faculty training generals who only know how to lose war, Professor Nichols, you are the wrong man to answer that.
DataRepublican (small r) tweet mediaDataRepublican (small r) tweet mediaDataRepublican (small r) tweet mediaDataRepublican (small r) tweet media
English
1K
5.3K
18.5K
536K
MeatEater
MeatEater@MeatEaterTV·
What’s one book that changed your life?
English
251
2
106
32.2K
Josh Brooks
Josh Brooks@F530Josh·
Look, I'm being dead ass. We have the most expensive P2W military in the world, and our skin game is fucking whack. @PeteHegseth, I am formally requesting an upgrade for the U.S. Navy and U.S. Airforce's Battle Pass subscription. IF we're going to be toppling dictators every month in 2026, let's use that XP to unlock dope fighter jet skins.
Inevitable West@Inevitablewest

Greece has begun painting Orthodox-Christian imagery on their fighter jets. This is beautiful to see! 🇬🇷✝️

English
161
508
8.4K
455.1K
MILO
MILO@Nero·
I’ve seen 2,500 posts calling Candace evil, a demon, a devil. I’ve seen maybe five serious attempts to debunk her claims.
English
681
637
9.4K
130.3K
VulpesVenerabilis
VulpesVenerabilis@VVenerabilis·
Freddie Mercury and Queen were a better band, produced better music, and had better showmanship than the Beatles.
VulpesVenerabilis tweet media
English
800
109
1.7K
51.4K
LHGrey™️
LHGrey™️@grey4626·
@BuzzPatterson We need out of this scam. I'm so sick and fucking tired of subsidizing these European eunuchs it's not even funny. 🤞🏻🤞🏻🤞🏻
English
20
55
922
4.4K
ThePersistence
ThePersistence@ScottPresler·
@KenPaxtonTX Thank you, Attorney General Ken Paxton, for doing everything within your power to help pass the SAVE America Act.
English
48
502
6.2K
31.9K
ThePersistence
ThePersistence@ScottPresler·
Can’t believe the President of the United States saw our interview about the SAVE America Act this morning.
English
400
1.2K
20.2K
151.8K
Tim Pool
Tim Pool@Timcast·
A woman has constantly posted that she is going to kill me and my wife We forwarded all her information to the FBI Recently she made a direct threat to kill me seemingly with privvied information I am hoping they move swiftly to arrest her and put a stop to the harassment
English
1.8K
3.9K
34K
468.8K