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Guys are mad the US military hasn't made a country of 100 million people and a top 10 military completely surrender in a week lol
cLeArLy aN eMpIrE iN dEcLiNe
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🐒 Stephen 🐒
4.9K posts
🐒 Stephen 🐒
@Tarzan_Stan_
Climbing Trees & Trading Commodities
Rincon, Puerto Rico Katılım Ağustos 2021
1.6K Takip Edilen374 Takipçiler
🐒 Stephen 🐒 retweetledi
A Kentucky family has declined a $26 million offer to sell their farmland for an AI data center.
“If it’s my way, I’ll stay and hold and feed a nation. $26 million doesn’t mean anything.”
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@Tarzan_Stan_ "Didn't know I was capable of that feeling" has happened to me 3 times in life, in different ways. All 3 times failed.
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Q for the married or divorced men - How did you choose your wife & did you make the right choice?
There's only been 2 women my whole life whom I have considered giving a ring to. Choosing the mother of your children seems like a crucial decision, which I haven't been able to do.
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This topic has already been addressed by Catherine Pakaluk in Hannah's Children. She interviewed 55 college educated women with 5+ children. The twelve that made it into the book were all very religious. Religion was an important reason for fertility. She tried finding nonreligious/atheist samples, but there were basically none. Fertility cults aren't the solution.
J’accuse@Jaccusepaper
Bronze Age Pervert proposes a bold solution to the fertility crisis, in J’accuse today. jaccusepaper.co.uk/p/fertility-cu…
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@LukeGromen @FiscalDominanc Economy would boom if this happens
NIIP is foreign savings that can only be spent on US goods and services. Wages and inflation and activity would go thru the roof (as the dollar goes thru the floor)
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@FiscalDominanc US Imperial Circle with US NIIP at -86% of GDP instead of +3% of GDP as was case with Soros in 1984-85 means capital will leave US and US economy will collapse as USD rises
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Bessent un-sanctioned Russian oil AFTER WaPo reported Russia was helping Iran targeting US assets the way the US has been helping UKR target Russian assets...
...& yet Wall Street consensus overwhelmingly remains that "Bessent has everything under control."
Fade that view, hard
*Walter Bloomberg@DeItaone
PUTIN OFFERS TO STOP INTEL TO IRAN IF US CUTS UKRAINE Russia proposed to the U.S. that it would halt sharing intelligence with Iran if Washington stopped providing intel to Ukraine. The offer, made by envoy Kirill Dmitriev to Trump aides in Miami, was rejected. Europeans worry Moscow aims to split the U.S. from its allies. Russia has increased intelligence and military support to Iran, despite calling reports “fake news.” The Kremlin said Ukraine peace talks are “on hold,” while the U.S. continues limited intelligence sharing and weapons deliveries to Kyiv. Recent easing of Russian oil sanctions has further alarmed European leaders.
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🐒 Stephen 🐒 retweetledi
I have studied China for years and have been banging the drum for buffer stocks in essentials like food and energy with Western policy makers. The response was always some version of market fundamentalism: it’s not efficient, it distorts prices etc.
Well, here we are.
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@elonmusk @jonatanpallesen Because they were replaced at work with 3 cheap foreign idiots
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@jonatanpallesen So many smart people I know have fewer than 2 kids
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The proportion of high-IQ people in the world is declining fast.
Jonatan Pallesen@jonatanpallesen
The total number of smart people in the world has just peaked. And now it's about to crash.
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@LukeGromen Tether market cap also stopped going up at the same time. Perhaps they plugged the hole.
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10y UST yields (blue, RS) v. USDCNY (red, LS), since Russia invaded UKR in Feb-22.
Something changed in late 2025 (stronger CNY v. USD and higher 10y UST yield, instead of lower.)
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🐒 Stephen 🐒 retweetledi
Hey guys, just a quick message to say hello to all my followers👋
Dangerous time we live in, so expect me to post color on the commodity markets I trade, geopolitics and military/spy stuff. I'm politically leaning left so expect a small modicum of rambling about that too.
I've also made a part fictional miniseries with my trading lore, if you want to discover more about the world of commodity trading.
I have nothing to sell. This is for your enjoyment ;)
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@JavierBlas @FoxBusiness Why wouldn’t it still just go to China? It’s been sanctioned, but never stopped it from getting sold and offloaded? Or did it?
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What US Treasury Secretary Scott Bessent told @FoxBusiness about unsanctioning Iranian barrels -- and a potential 2nd SPR release.
(I look forward to see how KSA, UAE, Iraq, Qatar, and Kuwait feel about unsanctioning Iranian oil barrels)
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🐒 Stephen 🐒 retweetledi
@inversebrah imagine being 550 years old and watching the fomc meeting to see if the fed lowers rates or not
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@johnkonrad Not everything is Win - Lose
We install a friendly govt in Iran or we make US energy far more valuable and strategic
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Let's unpack this..
What if the White House has no intention of reopening the Strait of Hormuz?
What if this war is really about ships & tariffs?
I had a long discussion with senior DOE official yesterday on background. I can’t share any details but it’s clear everyone’s Strait of Hormuz calculus is wrong.
We need to go back to the drawing boards.
That's it. That's the tweet. Now a hypothetical 🧵 with my personal thoughts.
Ezra A. Cohen@EzraACohen
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@HistoryBoomer Hi Carl, can you explain exactly how a lower murder rate helps someone who was murdered?
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For the statistically illiterate.
A million people in a state with 50 murders every year, your murder rate is 50 per million.
Add a million immigrants who do 1 murder a year, total murders goes up to 51, but that's among TWO million people.
Your rate is 25.5 per million.
The number of murders goes up, but each person in the city is actually safer. More murders does not automatically mean more danger. Population size matters.
If we kidnapped the entire population of Japan and brought them to America, our number of murders would go up (Japanese people commit about 250 murders a year), but we'd become a much safer country (the Japanese murder RATE is far lower).
Oilfield Rando's argument (more murders automatically means more danger) is bad math.
Oilfield Rando@Oilfield_Rando
David’s argument is that bringing foreigners here (some of whom commit crimes) will make it less likely for American criminals to commit crimes. Foreigners can only supplement US crime. Not reduce it. David is a shameless, despicable ideological prostitute.
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🐒 Stephen 🐒 retweetledi
@WeTheBrandon @RealSamFaddis @joekent16jan19 Now Iran will say only Chinese ships allowed, and so we gifted the Strait to China and Iran to split the treasure. What are we going to do, bomb Chinese ships?
Complete nightmare
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I've yet to meet a former national security professional--who actually was good at their job--who thinks the current strategy in Iran is anything but a major self-inflicted wound. @RealSamFaddis explains why neither he nor @joekent16jan19 are comfortable with the current war plan
Brandon Weichert@WeTheBrandon
We went into Iran thinking the regime would fall in days. It didn’t. Now the world economy is at risk and nobody knows the next move. This is Iraq all over again. @RealSamFaddis joins me on the next episode of NATIONAL SECURITY TALK:
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Incident Report:
Employee: Robot.
Infraction: Unauthorized dancing and smashed dishes.
Staff required to contain: Several.
Reason given: He just wants to dance.
The robot has no regrets.
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🐒 Stephen 🐒 retweetledi
Phish girl still hot damn this is how you age when you never spike your cortisol
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🐒 Stephen 🐒 retweetledi
