Suresh Srinivasan

@shanaka86 The future of warfare is a snooze

On May 3 2026 Ukrainian Sea Baby maritime drones struck two Russian shadow fleet tankers at the entrance to the port of Novorossiysk. President Zelenskyy released thermal footage at 06:27 GMT showing the strikes and announced that the vessels had been actively transporting oil and were not anymore. No spill or crew casualties were reported. The Sea Baby is a maritime drone built by the Security Service of Ukraine. Unit cost approximately 221,000 dollars. The Russian shadow fleet now numbers approximately 1,337 vessels and accounts for roughly seventy-two percent of Russian crude tankers operating outside Western insurance and finance. In March 2026 Russian seaborne oil exports reached 7.1 million barrels per day generating approximately 19 billion dollars in revenue. The cumulative Ukrainian strike campaign on Russian oil infrastructure has cost Russia at least 7 billion dollars between January and May 2026 according to Zelenskyy’s May 1 address. A 221,000 dollar drone just disabled two units of a fleet that funds a war. The unit economics are the entire story. The Sea Baby has a baseline operational range of 1,000 kilometres. The October 2025 upgrade extended that to over 1,500 kilometres with payload capacity raised from 850 to 2,000 kilograms. Maximum speed 90 kilometres per hour. Low-observable composite hull. Twin waterjets driven by 400 horsepower of inboard propulsion. Modular payload bay accepting explosives, rocket launchers, or auto-targeting machine guns. The platform is reusable. The platform is exportable. Zelenskyy stated in April 2026 that Ukraine could supply approximately 2,000 naval drones across all variants to allies if requested. This is not a defence story. This is an industrial story. Western sanctions on Russian oil have been criticised since 2022 for failing to compress Russian export revenues meaningfully. The price cap mechanism leaks. Reflagging accelerates. Indian and Turkish refining absorbs displaced barrels. By March 2026 Russia had reclassified between twenty-one and twenty-four percent of its crude tanker fleet under Russian flag, bypassing Western insurance requirements on those vessels. The diplomatic instrument has been failing in slow motion for four years. The kinetic instrument has not. In November 2025 Sea Baby drones disabled the Kairos and Virat off Turkey in a single operation. The MARQUISE was hit off Tuapse on April 29 2026. Novorossiysk throughput is reported down approximately thirty-eight percent according to Russian internal data shared by Zelenskyy. The May 3 Novorossiysk strike is the latest data point in a campaign that has converted maritime drone hardware into the most effective sanctions enforcement tool deployed against Russia since 2022. The freedom-of-navigation regime that has anchored global shipping since the 1857 Copenhagen Convention assumed that sovereign states would not unilaterally interdict foreign-flagged commercial vessels in international approaches to ports. Ukraine has just demonstrated that the regime no longer constrains states with sufficient drone manufacturing capacity, satellite uplink, and political will. The post-1857 architecture rested on the unwritten rule that maritime commerce was protected because no actor could afford to systematically disrupt it. A 221,000 dollar platform with a 2,000 kilogram payload has rewritten the cost equation. Russian oil revenues will continue to depend on a fleet that can be disabled by hardware costing less than a luxury sedan. Insurance premiums on shadow fleet voyages will reprice. Russian naval assets will divert to escort duty. Reflagging will accelerate. So will Ukrainian production runs and so will the range upgrades. For two centuries the world said sanctions were an instrument of diplomacy. Ukraine has just proven sanctions can be an instrument of manufacturing. The cheapest naval weapon in modern history just became the most effective foreign policy tool in Europe.

@thesuyashsingh Congratulations Suyash! You’ve made a whole bunch of us proud!

Separation confirmed !

@TechCharts Thanks Aksel - appreciate it! It’s one of those charts that seems to have a life of its own.

@pillarcap Not difficult. It needs complete isolation in your research. That part can be difficult. Too many people have an opinion.

$BTCUSD holding close to the upper boundary of channel. Can we see a quick sharp directional move soon with a breakout higher? A re-test of the year-long average?

@RaminNasibov Demon-hide

If the devil wears Prada what do angels wear?

@TechCharts Yes - and your first call on this - belissimo!

Cup & Handle as a continuation chart pattern. And a recent breakout alert. Similarities? youtube.com/watch?v=PJSGeV…

@teaandtrains @ActusDei While the Nifty went up 5-6 times

@ActusDei @pillarcap I'll add some more data - average usd : inr for the year. 2000 : 44.31 2005 : 43.50 2006 : 46.92 2007 : 49.32 2008 : 43.30 2009 : 48.82 2010 : 46.02 2011 : 44.65 So that's 11 years of nothing if exchange rate is the only return driver.

Every year Indians debate whether to invest globally. Every year the rupee settles the debate for them. ₹84 → ₹95 in 12 months. That's a 13% currency loss before your equity even blinks. The dollar doesn't care about your hesitation.

@ActusDei Agreed. But these blips count if people start assuming this is a "trade". It is not. It is a very different beast.

@pillarcap Sure. A blip in a multi decade pattern

@vinodsrinivasan Bingo! And the only silver bullet for stagflation? Bring out the Volcker playbook.

The cleanest signal is not in oil. It is in Bunds. In a pure war shock, money flees to safety and yields fall. Instead, Bund yields are surging. Why? Because the market is pricing inflation faster than it is pricing fear. Stagflation, not recession.

Brent at $125. Bunds at 3.1%, highest since the eurozone crisis. JGBs at 1997 highs. UAE walks out of OPEC. This is not a normal oil shock. The bond market is pricing something the equity market has not woken up to yet. Watch the facts, not the statements. 🧵

@tushar9590 Already is - his second appearance on this show. He is a real superstar! 👊

Diljit Dosanjh has become a global sensation ❤️❤️❤️

@RockyEatsX Mad skills. Had no idea you were a croissant! That pok choy deserves a place on a cover.

When you visit a friend out of Delhi and he gets you to cook a dinner for his family … and the Rock Warrior gets to battle with food !!! This one was a victory 🙂 prepared by yours sincerely - Din tai fung cucumbers - Khrapow Gai - Flat noodles with veggies n PoK Choy in honey

@adamtaggart Say that again.

This young lady -- my best friend, Thoughtful Money co-founder & Chief Love Officer -- just turned 10! Nothing in this world beats a good dog ...except a great one ❤️

@ThomasDHowes Somebody actually community noted this video.

This could be a trailer for a movie called Shark NATO.

@_prashantnair I’ve decided I can make more money by not being this guy 🙂

Not a good look 😔 #Nifty #BankNifty #GIFTNIFTY #OilPrices

@unusual_whales And just like that, the solution to demographic decline.

BREAKING: World's biggest condom maker to raise prices due to Iran war, per BBC

@HenrikZeberg 💪 Wag the Dog has just become the way market participants get their dopamine.

#ForbesMoneyMasterminds #Forbes Fantastic event in #Bratislava #Slovakia 🇸🇰 Breaking the Dogmas of the Financial World. - Recessions can forecasted before they set off! - The Economy forecasts the Stock Market. NOT vice versa - You can systematically outperform the Stock Market. Business Cycles is the key to the above! Please reach out, if you want to have similar presentation at your event!

@caleb_friesen Great work Caleb! Love this peek behind the curtains of India’s incredible startup biomes!

The future of beds is being built in Hyderabad. You've probably heard of Eight Sleep. They're big in the States. Water Robotics wants to be bigger. Their robotic bed, CAMA, has 42 actuators to move each segment of the mattress. CAMA supports sleep, reading, and intimacy.

@BDisgusting @tacobell

Official poster for HUNGRY, the unofficial Hungry Hungry Hippos horror movie. Releasing June 23.

@TheCinesthetic Wonderful synopsis of a truly beautiful film

The Secret Life of Walter Mitty (2013) was dismissed on release, but time has been kind to it. A rare studio film that chooses sincerity over cynicism. It doesn’t chase spectacle. It invites you to step into the world and actually live in it.