羽
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突然意识到欧美语言基本是没有“星期几”这个概念的 当你说 The 1st/2nd/3rd day of a week 的时候是无法交流的。。。

That 26-year-old Steve Jobs energy was something else.


BREAKING: Europe spent four years escaping Russian gas. It cut dependence from 40 percent to under 10 percent. It built LNG terminals. It signed long-term contracts with Qatar. It celebrated energy independence. Then America bombed Iran. Iran closed the Strait of Hormuz. Qatar declared force majeure. And European gas prices nearly doubled in a month. The Dutch TTF benchmark surged 70 percent in March to 54.5 euros per megawatt-hour per FinancialContent. It briefly touched 63.77, a three-year high per CNBC. The ECB raised its 2026 inflation forecast to 2.6 percent from 1.9 percent per its March 19 meeting. President Lagarde said she stands ready to HIKE rates if inflation persists per CNBC. Markets now price in two rate hikes by year-end per Morningstar. Before the war, the consensus was cuts across the developed world. Here is the structural trap nobody else has named. Europe entered 2026 with gas storage at just 46 billion cubic metres per Bruegel, compared to 60 bcm in 2025 and 77 bcm in 2024. A harsh winter depleted the reserves that were supposed to be the buffer. When the war hit, Europe had less stored gas than at any point since 2022. The Economics Observatory confirmed storage levels had “fallen back towards the lows reached during the early stages of the Russia-Ukraine war.” Europe is more vulnerable to this shock than the last one because it started from a weaker position. And the replacement gas comes from a single source. US LNG now supplies 40 to 45 percent of European imports per IEA data. That is not diversification. That is substitution. Europe replaced Russian pipelines with American tankers. It replaced one dependency with another. And the country that holds the new dependency lever is the one whose president launched the war that created the shortage. The IEA head described this as “the greatest global energy security challenge in history” per Wikipedia’s economic impact analysis. Commerzbank projects inflation rising above 3 percent in Q2 2026 before easing per FXStreet. Oxford Economics warns of a severe scenario where inflation could peak at 3.6 percentage points above baseline. The ECB’s own “severe” scenario warns inflation could peak above 6 percent early next year if Gulf energy infrastructure suffers further destruction per CNBC. Germany faces the worst hit: Deutsche Bank cut its 2026 growth forecast from 1.5 to 1.0 percent per Morningstar. The Ifo Institute estimates the war’s drag on German growth at 0.8 percentage points cumulative. Chemical and steel manufacturers have imposed surcharges of up to 30 percent per Wikipedia’s economic impact analysis. Permanent deindustrialisation is now discussed as a realistic outcome for Europe’s largest economy. The sequence is structural, not accidental. Russia’s invasion forced Europe to pivot to Qatar and US LNG. The Iran war eliminated Qatar. Europe now depends on American gas shipped from Gulf Coast terminals at record margins. Trump holds the lever. Vance is running the backchannels. And every LNG tanker crossing the Atlantic carries both the gas Europe needs and the leverage America gains. Europe escaped Russia’s trap by building a bridge to Qatar. Iran bombed the far end of the bridge. The only span still standing leads to Texas. The war that was supposed to secure Hormuz for global trade has instead made Europe a captive customer of American shale. That is not liberation. That is a change of landlord. Full analysis - open.substack.com/pub/shanakaans…


解放军已在靠近台湾海峡的6个空军基地部署了由退役歼6超音速战斗机改装而成的攻击无人机, 估计有 200多架歼-6(J-6)改装无人机部署在福建省(5个基地)和广东省(1个基地)。这些“机转无人机”将在对台袭击的初期阶段飞向目标,类似巡航导弹。防御它需要正规昂贵防空导弹。 PS:实际上从这次伊

@routangseng516 预警机是核心资产,被原地打废是一个非常危险的信号,说明美国中东各大军事基地的防空系统已经被消耗的差不多了,无法拦截伊朗针对性攻击的弹道导弹



非常理解不了一些人说张雪峰的伟大是因为他给底层家庭揭露了什么不为人知的秘密。。 还有一本正经的欲扬先抑的,说张雪峰不过是把高知家庭都知道的事情告诉了普通老百姓罢了。 看得我一脸问号。。 不评价别的,单说张雪峰的认知和观点,那不是和基本盘完全保持一致吗。。说是改变了信息差,请问差在哪? 什么娱乐圈很乱,文科不如理科好就业,当护士最好的出路是嫁给医生,大企业招聘都要看学历,穷人家孩子唯一出路是读书,学金融都要拼关系,美国很坏。。。。。 这些话不都是基本盘最认可的话吗?说户晨风给基本盘开智我还能理解,不管户子说的对不对,起码他的想法和观点和大部分人不一样,至少有给出不同角度思路的意义,张雪峰大多数想法观点和大部分人都一模一样。 张雪峰说土木好就业的时候,也是大部分人都认为土木好就业的时候,张雪峰说学土木是傻逼的时候,也是大部分人都发现学土木是傻逼的时候,他只是单纯的嘴替。。 还有什么中了新闻专业播音专业不好就业的,不知道怎么评价,我以为全世界的人都有这么一个共同认知:就是在高中的时候,大部分情况下只有理科学不下去的低能儿才会去学文科,至于艺术生体育生更是弱智中的弱智,就业形势好的时候就罢了,就业形势不好的时候理科生都没班上轮的上这帮上学时候就被淘汰的人上吗? 如果他能预测到哪个专业好就业哪个专业不好就业,为什么不直接买或者空相关概念的股票呢? 说到这里,买美股,上麦通 @MSX_CN @BTCBruce1 @BeliaSchoo91221






















