Exit Liquidity

7.3K posts

Exit Liquidity

Exit Liquidity

@RubberBones_

Top 5 Economic Shitposter (as voted by Motley Fool subscribers).

Katılım Kasım 2021
567 Takip Edilen228 Takipçiler
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Exit Liquidity
Exit Liquidity@RubberBones_·
The Western World (both politicians and corporations) is going to Virtue Signal it's way into the GREATEST DEPRESSION...
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clif is antiselenite 🏴‍☠️
At 73 years old, i consider myself to be 'middle aged' (maybe...if that old, another discussion for another day). Thus my proposal to @1HeidVandenberg becomes a bit more understandable. i do believe that i will live far longer than i had ever anticipated in a healthy, albeit heavily scarred and damaged body. The evidence i have in my recovery from deadly cancer is convincing on it's own. However i have connections into various levels of research that provide support to the idea of emerging biotechnology capable of altering your life space (healthy life span) in your existing body. These technologies will manifest in our lives over these next 20 years, with next year bringing some base levels out into public access. Thus my concept of 'personal body time' has shifted. As has my thinking on how to employ these coming decades now added to this body's Life. That has led to starting in on learning Sanskrit. Not that i am anticipating speaking derivations, but rather for two, mutually supportive, purposes: the first is to develop the ability to read the truly ancient writings with the nuance of a human mind, rather than relying on AI; my second purpose is to explore Sanskrit as a language more suitable to the manifestation of meta-cognition than any of the current, modern languages. Each language has its specific niche in this reality. English, as an example, is a great technical language. No matter how that technical discussion is focused...programming or economics, or planning, or.... Sanskrit has many unique features inbuilt that set it apart from modern approaches to communicating or thinking including a base assumption of consciousness at the core of the language and a structure of complexity designed to support in real time meta-cognition. Sanskrit is reputed to take 12+ years to achieve basic fluency. This suits my long term plans with @1HeidVandenberg. The book reading will make it a little less obvious that i am out there just to watch her tan.
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clif is antiselenite 🏴‍☠️
so it is factual that @1HeidVandenberg and i have an intense, deep, soul-connection level Love Story going here. That this is the case validates the message i was given coming back from dying of cancer during the surgery that recovered the remnant of my body. My greater self said "You must go back. You will know Love in your last years." It took me 7 long grueling years through dire circumstances to rebuild this body as my old life faded. i loved Heidi that entire time, but would not pursue that as my body was debilitated by the whole cancer and dying thing. Slowly, i built it back up. i was the instigator here. i sought out Heidi. i had been deeply in love with her for those 7 years. Heidi had no clue. She laughed at me when i told her about this. She just thought i was a crazy old bastard trying to play her. Universe convinced her with temporal markers that i was not lying to her about my feelings nor my situation. Imagine how i felt in contacting her. i do not flinch when attacked in rondori by 10 black belt aikidoka one after the other, but i was scared to the depths of my soul to send Heidi that message. i had to know. i had to overcome the fear to know if there was a potential for us. So i sucked it up and prepared for rejection. That was 14 months ago. Heidi destroyed my mind and brought me to a new reality by being receptive to my advances. No point in claiming to be an honorable man as words are not the proof there, only deeds matter. It was MY action. i chose Heidi. i pursued her. Heidi is not a predatory young woman using her beauty and charm to bewitch me. Our story is really damn bizarre, and is intricately involved in these greater dynamic flows through humanity at this time. There are lots of examples of Universe participating, of it pushing us together in spite of all obstacles and out own butthead thinking. Heidi wants to tell her experience of how and what happened, so we will do a live-stream about this. Likely this Summer ahead of Book 2 of the Brotherhood of the Afflicted series coming out. i want to say that if you insult my woman, my love, and soon my bride, you insult me. i chose her. i don't make threats. i warn, then take action. i chose Heidi. She accepted me. Universe favors us.
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Exit Liquidity
Exit Liquidity@RubberBones_·
@Pat_Stedman Do you subscribe to Tom Luongo? You just summarized his thesis in a tweet...
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Pat Stedman | Dating & Relationship Coach for Men
Thought some of you might appreciate this long form answer I sent to a friend in another chat last week about Iran This is what she asked: "Where exactly we are winning? Removing all emotional semantics from Easter and things like that, practically how is this going to help America?" My response: 1) Iran has created a risk premium on global oil markets that has raised the cost of literally everything in the entire world. Oil should be a flat, boring market and <$50. If they were to get a nuclear weapon, which they were incontrovertibly close to getting, they would be able to further amplify that risk premium. With their ballistic missiles they would be able to threaten also the straights of malacca, suez, and Gibraltar along with hormuz. That would be a hijacking of most of the most important chokepoints in the world, in one of the most important sectors for energy in the world. 2) China's blue water navy requires a very dense type of oil that only comes out of a handful of places in the world, Venezuela and Iran being two of them. China has been getting this oil at a major discount due to US sanctions from these countries and it has given China a strategic advantage over the United States. Trump took control of Venezuelen oil when he overthrew Maduro, and with Iran next now China's navy is now basically constrained in operations by the US' control over their fuel sources. We are not depriving them of oil but they are paying more now and we can control the amount they receive, so they are unable to have an autonomous navy. 3) The constant threat of Iran and Israel nuking each other creates instability in the oil market, which creates opportunities for financial arbitrage in comex and insurance premiums through Lloyds of London - both of which are dominated by the City of London. This has been one of the major ways the "hidden empire" has continued to profit and control world affairs. The IRGC is not a sovereign entity in reality but a puppet of this Empire; Iran is heavily tied behind the scenes to both the UK and France. This is why you saw so much issue with these countries getting involved in Iran, to the extent that they deprived the US of airspace and key bases like Diego Garcia, compared to their bloodlust in Ukraine. Removing the IRGC and having oil flow to a new civilian government, with the US taking a small tax in compensation (like in Venezuela) will ultimately bring stability to the region and benefit the US financially. For years the US navy has paid to keep the straights secure and the UK has been profiting from it - no more. 4) The United States doesn't actually need the straight open because we are the biggest oil producer in the world now, bigger than the next 3 countries combined. The oil from the straight mostly goes to Europe and Asia. WTI (American oil index) actually fell beneath Brent recently, which is the is the British financialized index, and Brent will eventually stop being relevant. It is obvious the US has been in no hurry to reopen the straight because it hurts our adversaries, China and the EU/UK, much more than us. This has given us leverage especially on Europe on natural gas as since the destruction of Nordstream by Ukraine, they are dependent on LNG. The destruction of qatars terminals has put them in a bind - where can they get it from? Only the US, which has tons of natural gas and will have substantially more export terminals online by the end of the decade. We are essentially using the closure of the straight to exert more leverage on Europe via being the only seller for their energy. The same goes for EU and China when it comes to Helium exports which are required for semi-conductors. Notice that Russia has not gotten involved and has been tepid in its support for Iran. That is because this war is predominantly harming Europe, by design. It is bankrupting them, making it hard for them to control their bond spreads and maintain domestic control while pursuing their agendas (note the abrupt backtracking on migration across many euro countries just in the past couple weeks). Also notice how it put Europe in a situation where by not helping the US they have given Trump the pretext to leave NATO, something I think is extremely likely at this point. Russia is meanwhile making TONS of money from the war through the raised oil prices. It has also served a secondary objective of keeping China in check and more dependent on Russia, something that had shifted the opposite direction after the Ukraine War. 5) Israel's role in this is fairly simple: they view Iran as an existential threat to them, which is somewhat plausible as Iran has not proven itself rhetorically (it has a fatalistic version of islam) or otherwise to be a rational actor. Netanyahu also hates the IRGC with his own deranged passion, and it's plausible that if the US did not get involved Israel would have nuked Iran preemptively. We absolutely do not want this. I think it is fair to suggest that Israel's objectives have accordingly impacted the operational tempo to an extent. Israel also does not care about expanding the war which creates a frustration behind the scenes between the two governments, something obvious if you are paying attention. We have had to tell Israel many times to stand down on making certain escalatory attacks on refineries etc. The neocons in Congress are very upset already Trump is allowing the current negotiations to move forward. Personally, I do not think Trump is negotiating with the IRGC so much as the civilian government and military, but time will shake all this out. At any rate, the point is that Israel and the US can be allies while not having the exact same reasons for going to war. There are major, major reasons Trump is making the moves he is making, and indeed in the order he is making them in. Note that Venezuela is currently operating at the highest production in years since we took that piece off the board in January, just in time for this fight. The end of Iran's regime will lead to the end of Zelensky next and I believe this will ultimately collapse the democratic party at home. Venezuela, Iran, and Ukraine are the cabal's primary proxy states where trafficking and money laundering were taking place. As these cash inflows collapse the cabal's money to fund operations will dry up. It's worth noting that Obama gave Iran 160 billion dollars before he left office, much of it in cash. What was this for really? And where did Iran's Uranium come from - was it the same Uranium from Clinton's "Uranium One" fiasco that disappeared? Much to think about, because there is much more to this than meets the eye. More I could say but I think this gives the big picture view of things.
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Tony Seruga
Tony Seruga@TonySeruga·
Raw GPS data shows that 44 foreign-registered cellphones were in the immediate area of Charlie Kirk on that sad day: 16 Israeli, 13 Chinese, 12 Russian, and 3 Iranian. Our system just alerted us that 4 of the 16 Israeli devices that were in Utah that day, have arrived in Islamabad last evening, at the Islamabad Serena Hotel'
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Exit Liquidity
Exit Liquidity@RubberBones_·
@HansAmato C60 in avocado oil is amazing for gut repair. Eases the inflammatory condition in the gut at the cellular level by neutralizing oxidative radicals.
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Hans Amato
Hans Amato@HansAmato·
Bone broth, kombucha, kimchi, and sauerkraut are the four most recommended "gut healing" foods on the internet. All four make gut inflammation worse if your gut is already in bad shape. Every functional medicine practitioner, every gut health influencer, every "heal your gut naturally" protocol lists at least two of these. And for someone with healthy digestion, they can be fine. But if your gut is already inflamed, your digestion is already failing, and bacteria are already overgrowing and fermenting food they shouldn't be, these four foods do the opposite of what you've been told. Bone broth is loaded with histamine. Histamine is an inflammatory compound your body produces during immune reactions. The longer bone broth cooks, the more histamine builds up. If your gut is already inflamed, histamine is already elevated. Adding a concentrated histamine bomb makes things worse. The bloating, the brain fog, the heart pounding after a bowl of bone broth isn't a "healing reaction." It's your body reacting to more inflammation on top of existing inflammation. Kombucha is fermented. It contains live bacteria. Adding more bacteria to a gut that's already overgrown doesn't rebalance anything. It's like throwing more people into an overcrowded room. The bloating after kombucha isn't your gut "adjusting." It's fermentation on top of fermentation. Kimchi and sauerkraut are both fermented and packed with histamine and other inflammatory compounds. In a gut that's already reacting to everything, these foods can trigger anxiety, rapid heart rate, insomnia, flushing, and headaches within hours. Same mechanism across all four: you're adding inflammatory triggers and more bacteria to a system that's already inflamed and overgrown. Every symptom gets louder. And when you tell your practitioner you feel worse, they call it a "healing crisis" and tell you to push through. It's not a healing crisis. They added fuel to the fire and charged you for it. The fix is about SEQUENCE. Lower the inflammation first. Fix the digestion first. Address the overgrowth first. Then, once the gut is stable, fermented foods can be slowly reintroduced and may actually help. But the order matters. Fermented foods on an inflamed gut is physical therapy on a broken leg. The treatment isn't wrong. The timing is. I break down the full gut repair sequence (what goes first, what goes last, and why the order determines whether you get better or worse) on my Substack. Link in bio.
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Exit Liquidity
Exit Liquidity@RubberBones_·
@robbiehendricks @resetbasis 2025 GX 550 here. The AC sucks. Small vents and doesn't blow cold. Won't work in a Southern summer. Trading for a TAHOE this weekend...
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m. stanfield
m. stanfield@resetbasis·
Totaled my Tahoe, need a new car. I’m super insecure about my masculinity, so keep that in mind when making recommendations.
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The🐰FOO
The🐰FOO@PolitiBunny·
So, I have a crazy story for you all. As many of you know, my husband and I recently won a car in a raffle. The drawing took place in Wyoming, so we had to have the car shipped across the country to Virginia. *which was a whole thing, but that's not this story* It took about a week for the car to get here, but once it was here, I was toast. Done. Fell in love with it, and YES, it's a Subaru Impreza. I'm not a lesbian. Yet. Anywho. We've been parking the Impreza outside, by my son's big old SUV, in our driveway, which is rather WIDE and has room for at least two cars. Easily. Yesterday, our landscapers showed up, and for whatever reason, one of them, on a rather large industrial mower, decided he would try to go BETWEEN the two cars in our driveway. You can see where this is going. Luckily, the giant mower got STUCK between the tires and did not cause any real damage to either vehicle, except for the rim on the Impreza's back tire. It is scratched pretty badly and deeply. *sigh* The landscaper has already said he will cover any damage, and to let him know... I found out this morning that we can't even get a rim for the vehicle until June because the car is that new. I know, boohoo, first world problems, but it's just so insane that I could be involved in an automobile accident without being there, and the other automobile is a damn lawn mower. Yay me. ;)
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Exit Liquidity
Exit Liquidity@RubberBones_·
@TFL1728 @clif_high We may need to rename Bessent "Uncle Flo"... Chrissy will freak out if he doesn't show up one month...
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Tom Luongo
Tom Luongo@TFL1728·
With SOFR having replaced LIBOR and capital flushing into the US we will weather that storm far better than Europe. As Armstrong pointed out 20 years ago. The Sov. debt crisis in Europe created the roaring 20’s, US banks have refused to repo Eurobonds at par for years now. That puts Europe’s future in the Fed’s hands, i.e. swap lines. Europe has openly worried about the US selectively handing those out in crisis. Bessent understands this.
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Tom Luongo
Tom Luongo@TFL1728·
Now, think about that spending no longer supporting European welfare and pension systems. How do you think the bond markets will react to this? Askin’ for a friend
🇦🇪 Faisal Al Ketbi فيصل الكتبي@luiz_vidal

Nobody is telling you how FUCKED the NATO situation actually is right now. Nobody is talking about what happens when $838,000,000,000 in defense spending walks out the door. Here's what nobody is telling you: → The US provides ALL strategic airlift for NATO — Europe cannot move its armies long distance → The US runs the intelligence sharing networks NATO's command structure depends on → 10 to 20 American nuclear bombs are stored at Büchel Air Base in Germany right now → Naval Station Rota in Spain houses the ONLY Aegis missile defense destroyers in Europe → Ramstein Air Base is the headquarters for US Air Forces across Europe AND Africa A friend of mine who spent 20 years in defense policy told me last week: "If the US pulls out, NATO doesn't decline — it ceases to exist as a functional military alliance within 18 months." That's when I knew this wasn't posturing. THE MATH: $838,000,000,000 — US defense spending (60.2% of NATO total) $574,000,000,000 — Europe + Canada combined (39.8%) 65,000 — permanently stationed US troops 37 — American military bases across Europe 1,860,000 — European soldiers who lose their command backbone This isn't a disagreement. This is a divorce. And the kids don't get custody of the nukes. The real crisis hasn't even started yet. the update i'm working on tonight is going to change how you see all of this.. make sure you're following.

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clif is antiselenite 🏴‍☠️
Something to watch for from the cheap seats...bonds finance much of the public welfare system in any country, along with retirement, and other public projects. So this is a big ass TELL for the upcoming Knob Boys reconquista revolution that's going to be emerging in Europe. When the bonds markets crash, and sales become impossible, the entire global 'migrant support' system also crashes...pretty much in less than a week. It's going to be getting so ugly in Europe you will not want to watch.
Tom Luongo@TFL1728

Now, think about that spending no longer supporting European welfare and pension systems. How do you think the bond markets will react to this? Askin’ for a friend

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Exit Liquidity
Exit Liquidity@RubberBones_·
@TFL1728 Tom. I'd pay for a livestream of you smoking cigars and doing LIVE "Fuck You" commentary on Tucker Carlson shows. Also, I am nominating you to be the color commentator for televised perp walls and capital punishment on PPV.
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Tom Luongo
Tom Luongo@TFL1728·
They say victory laps are gauche... Have you met me?
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Exit Liquidity
Exit Liquidity@RubberBones_·
@TFL1728 @clif_high @johnkonrad TWITTER IS AWESOME!!! My 2 favorite current thinkers, Unc and Tom interacting about Trump, AI, and alien control of the narrative throughout history. This is what I am here for...
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Exit Liquidity retweetledi
Tom Luongo
Tom Luongo@TFL1728·
Clif, my perspective is earthbound (mostly). I will leave that to others to question/ponder/think through. I have a hard enough time keeping people thinking clearly about basic shit like how gasoline is produced. Remember my first rule of knowledge: The Universe is far more interesting than anything I have to say about it. All the best.
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John Ʌ Konrad V
John Ʌ Konrad V@johnkonrad·
Just when I was ready to declare victory for my Hormuz Hypothesis, the WSJ agreed with me, which immediately made me question everything I wrote 😂
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NOVA
NOVA@TechWith_Nova·
Claude Code + Nano Banana 2 is f*cking cracked 🤯 I built a skill inside Claude Code that writes JSON image prompts for Nano Banana 2, and the outputs look like they came from a professional photo shoot. One plain-text prompt. Claude rewrites it as structured JSON with lighting, camera, composition, style, and negative prompts. Then fires it off to Nano Banana 2. All inside Claude Code. Perfect for DTC brands and agencies who need high-volume ad creative without booking a shoot. If you're using Nano Banana 2 for product shots and lifestyle images but every generation feels like pulling a slot machine lever — random lighting, inconsistent style, plastic skin, misspelled labels ... This skill fixes the entire output: → You describe what you want in plain English → Claude rewrites it as a structured JSON prompt (lighting, camera angle, lens, depth of field, color grading — all of it) → Fires it to Nano Banana 2 via API → Saves the prompt + image in organized folders → You iterate on the style until it's dialed, then every output matches No more slot machine prompting. No more inconsistent brand imagery. No more burning credits on unusable generations. What you get: - Photo-realistic product shots and lifestyle images on demand - Full control over style, lighting, composition, and camera settings - Saved JSON prompts you can reuse across every campaign - A skill that gets smarter the more feedback you give it Built 100% in Claude Code with a custom skill + Python scripts. I put together a full playbook showing the exact skill, the JSON schema, and the workflow to set this up yourself. Want the full playbook? > Like this post > Comment "BANANA" And I'll send it over (must be following so I can DM)
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Peter Quadrel
Peter Quadrel@Peter_Quadrel·
NanoBanana 2 just made your static ad agency obsolete. And I just open sourced the entire tool. Drop your product page URL. It pulls your logos, product images, fonts, colors, and brand voice automatically. Builds a full brand guide for you. Then generates ad creatives at scale using nearly 4,000 high-performing ad templates across 8 niches. It dynamically matches the best templates to your brand and brief. Here's what makes it different: → Instant resizing Get any ad in 1x1, 4x5, 9x16 with one click. No regeneration. No broken text. → Highlight-to-edit See an issue? Highlight the area and tell it what to fix. → Multiple brand profiles Run different brands or segments from one tool. → Auto persona building from real customer reviews → Multiple QC loops on briefs and final assets Catches AI-isms before you do. → Upload your own templates or use ours Runs locally. Just needs your Claude and Google API keys. This is the lite version of what we use internally. You get the full finished tool AND the open source code to make it your own. Creatives still design the system, this handles iteration and scale. Want a copy to download? 1. Like this post 2. Comment "AI" Will DM you the tool along with a tutorial shortly after.
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Mike Futia
Mike Futia@mikefutia·
Claude Code + Nano Banana 2 is f*cking cracked 🤯 I built a system inside Claude Code that researches any brand, writes 40 ad prompts from scratch, and fires them all to Nano Banana 2. One brand name + one URL = 40 production-ready static ads. All inside Claude Code. I took @alexgoughcooper's brilliant framework and automated the whole thing inside Claude Code. Perfect for DTC brands and agencies who need high-volume ad creative without briefing a designer or spending hours in Canva. If you're finding winning ad concepts on Meta and manually recreating them one at a time in Higgsfield — copying prompts, pasting product details, tweaking aspect ratios, downloading, organizing... This system eliminates the entire loop: → Give Claude a brand name and URL → It researches the brand's fonts, colors, packaging, and photography style → Builds a Brand DNA document from scratch → Fills in Alex's 40 proven ad templates (headline, us vs them, testimonial, UGC, review cards, stat callouts) with brand-specific details → Fires every prompt to Nano Banana 2 with your product photos as reference → Downloads finished ads into organized folders with an HTML gallery No Higgsfield. No manual prompt filling. No copy-pasting between tools. What you get: → 40 ad formats filled with your exact brand colors, fonts, and copy → 4 variations per format so you pick the best output → Product photos passed as reference so the model matches your real packaging → A reusable system — new brand, new folder, same pipeline Built 100% in Claude Code with Nano Banana 2. I put together a full playbook & Loom video showing the exact process to set this up yourself. Want access for free? > Like this post > Comment "NANO" And I'll send it over (must be following so I can DM)
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Stephen Horn
Stephen Horn@stephenehorn·
The feds have obtained convictions in a $12.7+ million "Minnesota-Somali-style" Medicaid fraud scheme here in North Carolina The fraudsters were running a "substance abuse facility" which gave $1+ million in kickbacks to Medicaid-covered addicts for fake treatment $6 million in cash, real estate, vehicles, etc. were seized including $1 million in cash which the owner of the facility in Kinston withdrew and hid in a safe at his home in Texas after becoming aware of the investigation Brandon Eugene Sims, Kimberly Mable Sims, Francine Sims Super, and Keke Komeko Johnson have been sentenced to a collective 14 years in federal prison Press Release: justice.gov/usao-ednc/pr/o…
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