johan palmberg

PUTIN SIGNS ORDER LIMITING GOLD BULLION EXPORTS

Strange situation where we await a statement from Iran to check whether there's any truth to what US president is saying.

@qcapital2020 Maybe get off twitter

I’m having a hard time to read articles longer than 10 mins long and I’m a grown ass man. I think what these AI Labs are doing will completely fry whatever is left of our brains. My attention span has noticeably diminished and not sure if it will ever come back. Kinda sad tbh

@APompliano Maybe it’s not the entry level positions that should be at risk - otherwise it’s self defeating - but the expensive executive bloat at the top.

Here are 13 things learned after making a big push to integrate AI into our companies: 1. We haven’t replaced a single external SaaS tool with something we built internally. 2. We have refrained from hiring numerous entry level jobs because AI can do the work faster/better/cheaper. 3. The automation provided by AI highlights how much time every person was wasting on tedious tasks daily. 4. Each company is capturing more revenue and each employee is becoming more productive. 5. There is still a bit of apprehension in giving agents full control of machines or systems. 6. There has been no obvious trend in age, gender, or role for those who adopt AI the fastest. More of a mindset than anything. 7. Many non-technical people have started to create software tools or products, which has changed the speed of execution across the companies. 8. One downside is the AI slop across written documents/memos. If humans don’t review the content, it is painful to read and I worry critical thinking gets lost. 9. The implementations of AI are incredible once you get them done, but it is much more difficult to build/implement than most people want to communicate online. Persistence needed! 10. We have walked away from numerous potential small acquisitions because we realized we could build the product ourselves for a fraction of the cost. 11. Our best engineers are invincible now. They produce high quality products at warp speed. Forget 10x engineers, they are 1,000x engineers now. 12. The adoption of AI starts at the top. If the company leader is not constantly asking “how do we automate this?,” it is harder to drive internal change. 13. I am personally working harder than I have in a long time and having more fun than ever. It feels like a moment in time that has to be seized. Overall, I believe AI is underestimated, not overestimated. The worries about SaaS software are probably overblown. The labor market impact is very real and only accelerating. Businesses are fundamentally changing. Start paying attention!

🚨The Iran War is putting the semiconductor industry on high alert: The shutdown of Qatar's Ras Laffan facility, the world's largest LNG export plant, has knocked out ~33% of global helium supply, as helium is a byproduct of natural gas processing. With the facility offline, the global market is losing ~5.2 million cubic meters per month, while there is almost no spare capacity as helium must reach end users within ~45 days before it evaporates. As a result, Helium spot prices have risen over +100% since the Iran War began. Notably, in 2025, Qatar produced 63 million cubic meters of helium, making it the 2nd-largest producer in the world after the US. If the disruption lasts 60 to 90 days, prices could surge another +50%, potentially exceeding $2,000 per thousand cubic feet, according to AKAP Energy. Helium is essential for semiconductor manufacturing, MRI machines, fiber optics, and space exploration, with no viable substitutes, meaning higher helium prices will directly raise the cost of making every chip in the world. Chipmakers hold ~6 months of inventory, but Samsung and SK Hynix are already scrambling to find alternative sources, with 64% of South Korean helium imports coming from Qatar alone. The Iran War is sending shockwaves well beyond the energy market.

Why isn't gold performing as expected? Gold's isn't there to "perform" but to endure. It's the only fin asset that isn't a promise & doesn't rely on any system. Why isn't there overwhelming demand for endurance & independence? B/c vast majority expects everything will be OK.

@JackFarley96 We call them “careless whiskers”

I love these types of charts

stop spending money on Claude Code. Chipotle's support bot is free:

@darioperkins Not sure who’s adding less value at the moment: economists or Tottenham’s defence.

Iran war will shave... wait for it... 0.3%pts from growth

@Apocalypticaly @NickTimiraos 😂

@NickTimiraos Tomorrow: How beating your employees will improve morale By Peter Navarro

The war in Iran will lower energy prices By Peter Navarro "Roughly a quarter of the world’s seaborne oil trade transits the Persian Gulf, much of it through the narrow Strait of Hormuz. When markets price crude oil, they must account for the risk that conflict, sabotage and terrorism will interrupt these flows." wsj.com/opinion/iran-w…

@Daily_Hotspur @SportsPeteO What a time to be alive as a football manager. Heads I win (get a fat check as an active manager), tails you lose (keep my fat check from being an inactive manager).

🚨 NEW from @SportsPeteO: Sean Dyche is unwilling to take the role of #thfc manager.

Tottenham's crisis deepens as Igor Tudor reportedly walked out of training today following a high-stakes meeting with ownership. With the squad losing faith in his detached management style and a record-breaking losing streak, there are reports that the board has opened talks with Sean Dyche. The "survival specialist" is now the frontrunner to save our season. A defining 48 hours for our club's future. Should Tottenham confirm the appointment before the Liverpool match on Sunday?

@Backpacker59374 @SpursOfficial Good move

@palmberg_johan @SpursOfficial Contesting it we are tied in for three years but no concession for relegation!

So we attend Madrid to watch that shit show last night and @SpursOfficial email this morning to remind me to renew Season Ticket and notify me of a 5% increase in my ticket in Premium due to increase in demand when I’ve not sold a single ticket in the exchange this season. Absolute grifters! The Lewis Family is driving this club into the ground for cash from their entertainment venue! Shame the football is the least entertaining of all. You did not and do not deserve the support and commitment we have given this season. Attended every @ChampionsLeague fixture costing 1000’s and you simply don’t give a toss! Utter frauds!

@StellarArtoisGB Surely a candidate to succeed Trump

Did you know 😏 He rubbed lemon juice on his face. Robbed two banks. Smiled at the cameras. Got caught in an hour. And changed psychology forever. In 1995, McArthur Wheeler walked into two banks in Pittsburgh and robbed them with no mask, no disguise, and lemon juice on his face. He believed that because lemon juice works as invisible ink on paper, it would make his face invisible to cameras. He smiled directly into the security cameras. Police aired the footage on the evening news and arrested him within an hour. When shown the tape, Wheeler stared at the screen and said, "But I wore the juice." He had tested the theory with a Polaroid selfie and didn't appear in the photo — because lemon juice got in his eyes and he aimed the camera at the ceiling. His case inspired Cornell psychologists David Dunning and Justin Kruger to publish their 1999 paper defining the Dunning-Kruger Effect — the cognitive bias where people with low ability drastically overestimate their own competence.

Feb 2007 - first markdowns of the subprime CDOs June 2007 - two BEAR Stearns CDO funds blow up July 2007 - HY credit tanks Aug 2007 - emergency 50 bps cut Oct 2007 - stocks set new ATH Few saw it at the time but the GFC of 2008-2009 was already well underway

“I started trading oil this week, and it’s been a very steep learning curve.” ~ Taylor Swift

@xAlexTHFC Just checking the accumulator odds on all those things…£££

Genuinely what are we gonna do on Sunday? Be the first team to lose 10-0? Have a player score a deliberate own goal? Assistant manager knocking out Tudor? Anything is possible with us. Anything.

@Kish_P14 He’s be better on the pitch than most of the squad

Can people please stop mentioning Harry Redknapp, the guy is like 80, hasnt managed in 15 years Dyou know how different football is now?

@TheSpursWatch He has no one to pass to. Massive talent. If your only option is sideways or back, what are you to do? Players are coached into robotic, predictable movement. Add a lack of confidence to that and the opposition has a field day

Xavi Simons pisses me off every time I watch him icl. This guy NEVER plays the right pass or makes the correct decision.