majlerin

ETH UBER ALLES

Mais, os proprios nazis sò chegaram ao poder com uma ajuda da URSS. Pq o KDP comunista recebeu ordens de moscovo para nao se aliar ao SPD, permitindo uma quase maioria absoluta para os nazis Dps dos nazis no podee, a URSS entrou num conjunto de acordos comerciais c a Alemanha (venda de petroleo e materias primas) q permitiram o rearmamento alemao em tempo record

@joaoafonsoluz @nunopgpalma_pt E claro, os sovieticos invadiram e ocuparam metade da Polonia em 1939 c mts massacres pelo meio

É pena "esquecerem-se" que no início da guerra, a União Soviética era aliada dos Nacional-Socialistas. Mas como habitual, o PCP mente sem hesitação, e finge desconhecer o pacto Molotov–Ribbentrop (assinado em agosto de 1939, abrindo caminho à invasão da Polónia por ambos em set.)

@joaoafonsoluz @nunopgpalma_pt A URSS invadiu a polonia juntamente com a Alemanha.. Depois invadiu os paises balticos, finlandia e romenia. e depois tentou entrar oficialmente para o Eixo mas os nazis recusaram En 1939 os aliados declaram guerra contra a Alemanha, Italia e Russia em conjunto

@nunopgpalma_pt Aldrabão, pá! Também podemos dizer que eram aliados da Alemanha Nazi eram aqueles que assinaram os acordos de Munique?

INSTEAD OF WATCHING NETFLIX TONIGHT Spend 30 minutes with this. A speech by the Head of Anthropic's Coding Agents research team that teaches you more about vibe coding than 100 paid courses ever could. This is not a tutorial. This is the person who actually builds the system explaining how it works from the inside. Most people learning to vibe code are learning the surface. This goes underneath it. 30 minutes tonight. The people who watch this will build differently tomorrow. Completely free. Bookmark this before you open Netflix 👇

@JoshKale " The fund's actual net asset value is $19 per share" based on what if all those holdings are private co's? last funding round? or secondaries value that are trading on places like Forge?

If you bought into the mini Anthropic IPO last week you're now up 18x 🤯 this is just insane this point - $VCX is now trading at $565 - The fund's actual net asset value is $19 per share - Investors are paying ~30x what the underlying holdings are worth A $650 million portfolio of private companies is being valued by the market at nearly $10 billion. To put the premium in perspective: If you buy one share of VCX at $565, you're getting roughly $19 worth of Anthropic, OpenAI, SpaceX, Databricks, and Anduril. The other $546 is pure demand premium. You are literally paying $546 for the privilege of accessing these companies. And people are lining up to do it. Truly insane scenes

@wealthpotion @Pledditor Luna is BTC. Terra UST is STRC What's difficult to understand?

@Pledditor It's not similar to Anchor at all... there is no "Luna" to the "Terra" in this instance. It was the reflexivity of the two that caused the collapse.

STRC is a USD pegged security that offers a high yield, backed by the BTC held by MicroStrategy If you haven't realized yet, this is very similar to when Anchor protocol offered 20% yield on Terra Luna's UST Steady lads, deploying more ATM sales

@DCinvestor @arthur0x Why would ships to China pass thru the straits if there's mines?? The mines locations are neither fixed nor known i guess So ships cant take the risk

attacks on “unauthorized” vessels obviously hugely bad, now with reports of mine deployment but at least allowing some shipments through now to counties making direct deals with Iran (beyond China) may reduce severity of the closure for the time being, though have only seen deals with India and Bangladesh so far

You think the situation in the Middle East and Strait of Hormuz is

@viksmask @nunopgpalma_pt Excepcoes à regra

@nunopgpalma_pt “Tudo o que se lê é lixo marxista” O Stiglitz não recebeu um prémio Nobel de Economia? O Olivier Blanchard não foi economista-chefe do FMI?

É isto que passa por "Macroeconomia" no ISEG. Pelo menos 3 dos 4 docentes são do BE. O regente é Francisco Louçã. A bibliografia principal é um livro de Francisco Louçã e Mariana Mortágua. Nas aulas práticas muito do que se lê é lixo marxista. Tudo à descarada em 2026 em Portugal

@Medeia2676761 @nunopgpalma_pt É claro q ele é doutorado.. este Nuno é professo catedratico e tu dizes q nao é doutorado?? Lol

@nunopgpalma_pt Ahhh! Agora já sabe que é Doutorada. Coisa que você não é. Tem inveja, não?

Mariana Mortágua saiu da AR, mas não se preocupem, já arranjou emprego! Agora é Professora de Economia no ISCTE e, com as suas 3 ou 4 "publicações" e 16 citações (Scopus) é também diretora do programa de Doutoramento em Economia dessa instituição! Que país! 🎪

Forget the $100,000 investing courses. In 1998, Warren Buffett quietly explained how to never lose money in just one hour. Almost nobody paid attention. The company built on those principles is now worth nearly $1 trillion. This is the closest thing to a cheat code you’ll ever see. Bookmark and save this before it vanishes from your feed forever.

Crypto as we know it is over. It's time to look at the abyss and stop acting like this industry will in any way recover if the leaders continue to act like everything is fine and the 50th perps DEX will solve this. The Death of the Crypto VC sector is slowly unfolding during the past few months. LP commitments have been on a low and didn't even remotely recover during a generational $16k -> $120k bull market. VCs like Mechanism/Tangent literally pivoted away from crypto. Half of the Paradigm team ragequit in the last 2 months, entire firms silently exited everything. Barely any crypto VC has been able to raise for another fund and the venture appetite is close to zero. Please for the love of god look at the data & stop coping that this in any way is normal or will recover for a sector claiming to be on the frontier of technology. The risk appetite inside venture has been off the charts in the last 3 years, blockchain received only outflows. I spoke to so many VCs (both tradfi and crypto) in the past month, and close to nobody was optimistic about them being able to raise for another crypto-fund. We are at the tail end of blockchain innovation. "Oh ownership coins fix this" No they don't. Sorry to burst your bubble, but as the founder of a company doing "ownership" structures, this fixes exactly nothing. It's a band-aid of complacency. I'd argue it actually makes it worse, because no talented young founder will chose to give anonymous tokenholders full control of their business, it just turns crypto even more into this autistic cypherpunk delusion. Blockchain & especially alt coins has moved from the frontier of technology to an un-investable asset class who's building products who nobody needs. And the VCs who are left are trying their best to unauthentically manufacture narratives, fund the current hot thing (just to be left at 0 after the 3y vesting starts, and the current hot thing turned out to be not so societally important as the fast moving crypto sector thought it would be). The frontier of technology has moved away from blockchain and sits at AI & Robotics right now and blockchain right now is seen as the weird industry you enter to build something meaningless for exit liquidity. If we want this industry to bloom again, we need to work to get rid of the 3 in web3 and come back to reality. We need to go towards the epicenter of the current innovation and not try to artificially replicate it inside crypto. It's either valuable tokens for web2 startups or this sector & especially the venture market goes to 0. @StreetFDN

This 2003 speech at the University of Nebraska is by far one of my favorites from Warren Buffett You will get more value out of this than from reading 90% of books on investing Worth listening and re-listening to

@Fiskantes What does the ramblings in that doc have ro do with "US elites and establishment"?

Holy shit Epstein files even worse than I expected Sickening stuff (reader discretion : justice.gov/epstein/files/… ) US elites and establishment lost any ethical ground on anything and it's easy to imagine how this accelerates the collapse of american lead world order from the moral and spiritual point of view

@FilipaFerdinand @nunopgpalma_pt @AndreCVentura Porque haveria de ser?

@nunopgpalma_pt @AndreCVentura Como é que pode ter a certeza que não é uma ameaça à democracia? Não estou a ser irónica. Estou genuinamente interessada na sua resposta

Atitude das pessoas perante o Chega e o @AndreCVentura: Povão que trabalha: adoro, venha! PMIs (pequenos e médios intelectuais) da treta: fascismo! Intelectuais a sério que sabem História: falta ali substância, mas não é ameaça à democracia. Simplifiquei mas é mais ou menos isto

@ThiccTeddy Afaik Munger never bought any of those tech stocks... Buffer only bought Apple

"If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin" "The problem is that few human beings have that kind of discipline" -Charlie Munger

US has now toppled Maduro's regime in Venezuela. Everyone's first thought is: How do I profit off Nation Building in Venezuela? Here's how: 1. Distressed Debt + Bonds ( $ASHM, $HLI, $LAZ ) 2x–3x multiple from "pure play" distressed Venezuelan debt owned by Ashmore $ASHM. They are the largest institutional holders of Venezuelan debt. Bonds trade in the 10–20 cent range (depending on sanctions flux). In a regime change scenario, analysts (Citi, Allianz) est a recovery of 30–55 cents on the dollar. ~2x–3x multiple on book of assets that are marked down. $HLI - IB is the primary financial advisor to the Venezuela Creditor Committee. In sovereign restructurings, the advisors are paid "success fees", and are the "picks and shovels" play for restructuring. $LAZ - sovereign debt restructuring (advised Greece, Ukraine). This firm benefit from the complexity of the deal, and Venezuela's debt stack is arguably the most complex in history. 2. Heavy Crude Transplant ( Paris: TE, $GHM) Technip - Historical architect of Venezuela’s critical infrastructure. The new gov will likely award "no-bid" or "sole-source" service contracts to the OEM to expedite repairs, as bringing in a new firm to reverse-engineer the plants would take years. $GHM - The small-cap industrial firm manufactures the vacuum ejector systems used in refineries and upgraders. To upgrade Venezuela's heavy oil, you must distill it under a vacuum to prevent it from turning into solid coke. 3. Dilutents ( $TRGP ) Before Venezuela can export high volumes of oil, it must import high volumes of diluent (naphtha or natural gasoline) to make the heavy crude flow through pipelines. $TRGP operates the Galena Park Marine Terminal, the primary hub for sending diluents to Venezuela. Reverting to US supplies means Targa’s Galena Park Marine Terminal (a major LPG/Naphtha export hub in Houston) would see an immediate massive spike in volume to displace the Iranian supply. 4. Banking Plays ( Panama: MVZ.A / MVZ.B) Mercantil is a unique anomaly, a Venezuelan bank holding company that listed in Panama and has a US presence (Amerant was spun off, but Mercantil remains). It is the most logical "bridge" for dollarized flows, remittances, and aid money moving from the US/Miami back into a reconstructed Caracas. 5. Energy Sector ( $CVX, $VLO, $PSX) The most obvious beneficiary of regime change and nation building in Venezuela is Chevron $CVX. Unlike other US majors that left, Chevron has maintained a presence in Venezuela. They have the staff, the licenses (via OFAC), and the fields (Petroboscan, Petropiar) ready to ramp up immediately. Gulf Coast Refiners $VLO and $PSX would stand to benefit as well as their Texas and Louisiana refineries were specifically built to process Venezuela's heavy, sour crude. Since sanctions hit, they have had to buy more expensive heavy crude from elsewhere. A flood of Venezuelan oil would drastically lower their feedstock costs, widening their profit margins. Artificial intelligence was one of the most profitable trades in 2025 and moving forward to 2026. Given the unexpected turn of events with a fast regime change, investing in Nation Building from banks to oil processing might become the most profitable trade in 2026.

Jeff Bezos and Lauren Sánchez are kicking off the new year in St. Barts. 🎉

Upper-mid quality millennial leftists have actually drunk the kool-aid that the boomer leftists served up and genuinely believe in the blank slate theory. This woman is clearly capable and intelligent, can hold down a job and run a household and keep herself clean and well dressed and so on. She's not mentally handicapped. She's not even stupid or ignorant. And yet she believes something that's on a par with believing that the Earth is flat. People in our filter bubble simply underestimate the effectiveness that regime propaganda has on this type of person. They are completely and utterly taken in by it, they believe that all humans are identical except for cosmetic differences. And not only do they believe it, but almost everyone they have ever met believes it, they have never seen it seriously questioned and they don't even know the difference between truth and "the consensus of all the leftist authority figures and my social circle". They are thoroughly trapped in the blank slate worldview. And we're mostly not really helping them to escape because they just don't ever see our stuff: social media won't show it to them because they're on Bluesky, legacy media won't show it, their friends don't mention it, etc. And maybe the one example of revolt against the leftist paradigm they see is someone like Tucker Carlson who thinks Bigfoot is real 😆