Shipping Man Junior 💹🧲

Dubai is just a series of hundreds of cross-pollinating group chats.

Day 157 of DCA'ing #SPX6900. I'm on a mission to protect the girl.

@MarioNawfal Nah, I’ll just use a fridge.

🇦🇫 Afghans have been keeping grapes fresh for months without electricity or fridges by sealing them inside mud containers. Open them later and they’re still sweet and full of flavor. Ancient tech still cooking.

Jeff Currie "I still want to be short gold here...when this thing gets really bad...people are going to be dumping gold to pay for it. You want to be short gold until the central banks shift from being hawkish to dovish. And then when they shift to being dovish, I'm going to be all in on gold. We're going to go to 10,000 or something ridiculous like that." youtu.be/BOT2rrm10RM

@BarbellFi Assuming an average annual inflation rate of 3%, your $800,000 USD is likely to have the purchasing power of approximately $329,000 to $330,000 in today's dollars after 30 years (by 2056).

The 30 year treasury yield is now 5.1% Convincing my wife to sell our house We’d net $800k after closing Dump all that into 30 year bonds Collect $40k/year for 30 years Use that money to pay rent Never deal with the lawn or a leaky roof And get my $800k back in 30 years 😳

@marc02200 IBKR provides margin at about 5.14% $STRC pays out 11.5% With $100,000, can buy $500,000 of STRC & earn $$2,650/month (31.8% annual)

Can anyone explain to me why parking $100,000 in a savings account that loses to inflation is still called “responsible”…… but going heavy on $STRC is called risky? Do the math:$100,000 in $STRC at 11.5% yield = $958 per month in dividends. Why aren't more people doing this?

@elonmusk @Starlink Converted all our ships to starlink as well. Crew is much much happier.

Most airlines are partnering with @Starlink. The others will have terrible WiFi and lose customers as a result.

@DemzDeliver Why the “structural” qualifier? Can’t just say “deficit”?

🚨 NEW: Governor Newsom has officially eliminated California’s structural deficit.

@chalaska @afscott You don’t?

@afscott wait…we do???

in dubai we don’t turn off the car when filling gas/petrol. AC and music still running, just put it in park. the western mind cannot comprehend

@zhivkoto @afscott That’s how our local handyman would check for gas leaks

@afscott it's ok, in the Balkans we turn off the car but smoke a ciggy at the gas station 🤝

@shrimpwtf @afscott Live a little

@afscott I’ve been turning it off, assistant says to and signs say to. Thought it was sdangerous to leave on

Day 156 of DCA'ing #SPX6900. The girl is still cute. The girl must be protected at all cost.

@shmidtqq Yes but does Claude give you the ability to say “we took outside expert opinion…” to shift the blame? That’s ultimately what the management pays consultants for.

> McKinsey charges $50K for a Pre-Mortem session > Prompt 15 does the same thing > in 20 minutes > for $20/month

@itsalexvacca ADS

We built 12 Claude Code skills that run our entire paid media ops across Google, Meta, and LinkedIn at ColdIQ (and we're giving the whole pack away). Our head of growth Ivan Falco runs $200K/month in ad spend from a terminal. It's how we doubled client load this year without losing quality. The skills do the work that used to fill our media buyers' calendars: spot creative fatigue, adjust bids, upload audiences, run bulk edits, flag broken campaigns, build reports. Each skill does a specific job: Google Ads: → keyword-analyzer: audits quality scores and finds keyword gaps → negative-keywords: reviews search terms and blocks wasted spend → performance-auditor: compares periods and flags what changed → search-terms: surfaces queries burning budget with zero conversions Meta Ads: → audience-builder: turns CRM lists into custom audiences → creative-fatigue-analyzer: spots declining CTR before the metrics flag it → fatigue-monitor: flags when your audience is saturated → spend-tracker: tracks budget pacing across every campaign LinkedIn Ads: → audience-builder: builds targeting audiences at scale → bid-optimizer: adjusts bids across campaigns in bulk → bulk-editor: mass edits campaigns, ads, and naming in seconds → creative-builder: generates ad creatives from brand specs You drop them into Claude Code, connect your ad accounts, and tell it what you need. It reads the skill, plugs into the platform, executes. 300+ hours of work went into building these. Comment ADS and we'll send all 12 over.

@__Poisonivyyy Yeah but it’s hell of a lot easier to be a young parent (not to mention how much lower risk pregnancy is at younger age).

Ashanti being pregnant at 43, Janet Jackson being pregnant at 50 and Halle Berry being pregnant at 47 is proof that you don't have to rush and start a family 🥰

@KobeissiLetter $6.90

BREAKING: The average price of ground beef in the US is now up to a record $6.90 per pound. On a non-seasonally adjusted basis, ground beef prices have exceeded $7.00 per pound for the first time in history. Prices have surged +77% since January 2020, when they stood at $3.89 per pound. Furthermore, the average price of uncooked beef steaks is up to a record $13.02 per pound, surging +70% since January 2020. Ground beef prices have now DOUBLED since 2013. Food inflation is running hotter than ever.

@TheJerzWay I guess you don't have your lunches in McGettigans

@ShippingManJr The cultural point was about integration into daily life compared to European or Latin American social fabric.

Dubai is not the flex people think it is. No alcohol culture. Brutal summers. Everything is a mall. Real estate overpriced. You're surrounded by other people escaping something. It works for some. But it's not for everyone. Stop pretending it is.

@DudeWhoInvests Went from 100% cash/cash-equivalent (besides real estate) to almost 90% invested in the last ~1 year. Took me a while to gather up the financial literacy (this stuff is all new to us - poor post-soviet family).

People in cash watching the stock market hit new all-time highs

A worker uses lubrication & body weight to force three tires into one. This saves shipping space therefore reducing costs.

Damn, looks like energy producers $VST & $CEG are getting hammered this week. I guess we don’t need energy anymore.