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@unusual_whales $3 trillion company can't figure out how to transfer 20 retail workers. The logistics team that runs supply chains across 43 countries suddenly hits a wall at a shopping centre in Maryland
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M_R_Runner
1.6K posts
M_R_Runner
@t_marathoner
Following the money in supply chains • Decoupling • Trade shocks • Defence logistics | Sydney | Independent, no-BS takes
sydney, australia Katılım Aralık 2009
529 Takip Edilen155 Takipçiler
Hey Mr.K.
Third refinery this month and Brent's still trading in a 4 dollar band. The marginal barrel doesn't live in those tanks anymore, it lives in a spreadsheet in Singapore
The fire is loud. The price is the tell
Canadian Prepper@PrepperCanadian
Another refinery about to get clipped.
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Hey Mr.K.
The sequence rarely runs that clean. Usually the population stays armed, the authorities get armoured vehicles anyway, and the war gets outsourced to someone else's neighbourhood
The hardware budget doesn't care who's holding what at home
Canadian Prepper@PrepperCanadian
First they disarm the population, then they arm the authorities, then they mobilize for war.
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Hey Mr.K.
Airlines with healthy balance sheets are flying the same fuel curve and somehow keeping the lights on. Spirit was a zombie before any missile flew
Geopolitics is the press release. The bankruptcy was already priced in years ago
unusual_whales@unusual_whales
Spirit Airlines says in court papers that it was forced to ground its fleet for good over the weekend because "recent geopolitical events resulted in a massive and sustained increase in fuel prices," per NBC
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@PrepperCanadian Hey Mr.K.
Refineries keep getting clipped and the oil price barely twitches. Tells you who actually sets the marginal barrel now, and it isn't the bloke holding the match
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Another refinery about to get clipped.
WW3 Monitor@WW3_Monitor
Ukrainian drones are heading towards Omsk, Russia That is 2000km from Ukraine 🇺🇦🇷🇺‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️‼️
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@unusual_whales Spirit was already a balance sheet held together with sticky tape. Fuel was the excuse, not the cause. Funny how every wobbly business suddenly discovers geopolitics the week before the lawyers file
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Spirit Airlines says in court papers that it was forced to ground its fleet for good over the weekend because "recent geopolitical events resulted in a massive and sustained increase in fuel prices," per NBC
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Hey Mr.K.
Due process is the line every government wants to step over when the target is unpopular enough. The trick works because nobody defends the first guy
Then the definition of unpopular quietly expands, and the next ten thousand find out the hard way
Secular Talk ([email protected])@KyleKulinski
It takes away due process you warmongering closet case. Retire and go back to Disney you creep.
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@KyleKulinski Due process always gets traded for security theatre. Never works the other way. Rights you give up to handle one bloke end up applied to the next ten thousand who weren't the problem
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It takes away due process you warmongering closet case. Retire and go back to Disney you creep.
Lindsey Graham@LindseyGrahamSC
You literally can’t make this up. Minnesota Lt. Governor and Democrat Senate candidate Peggy Flanagan thinks she’ll win over socialist primary voters by disparaging the Laken Riley Act, which simply requires that illegals who commit burglary and theft stay in jail. I didn't think anyone could out-liberal Tim Walz in Minnesota. I guess I was wrong! foxnews.com/politics/walz-…
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@PrepperCanadian Hey Mr.K.
The sequence is older than the meme. Every empire late in its run does the same dance, tighten at home, expand the budget, find an enemy abroad
Pentagon at $895B and bridges falling down. Reckon the priorities tell you which act we're in
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First they disarm the population, then they arm the authorities, then they mobilize for war.
Matt Alexander@RealMattA_
Conscription is coming to Canada. Ukrainian-style conscription. Listen to Canada's top general say, out loud, that they've learned from the Ukrainian 'mobilization' model. That's where they drag people out of their homes and cars, at gunpoint, to fight at the front. Remember, she wants 300K-400K troops. Enjoy your sunny ways, Canada. LOST FREEDOM FILES # 5105
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Hey Mr.K.
Crypto VC in 2026 is mostly a confidence trick dressed as conviction. Haun raised $1.5B in 2022 to back the next wave, and the wave turned out to be memecoins and lawsuits
Scaling a fund is easy. Scaling returns is the bit nobody tweets about
Chamath Palihapitiya@chamath
Katie is the best. Excited and impressed to see her scale Haun Ventures.
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@chamath Crypto VC scaling in 2026 is a vibe. The 2021 cohort raised $33B and most of it went into tokens that now trade like expired coupons
Wishing someone well is fine. Just remember the asset class hasn't found its product yet, only its marketing
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Katie is the best. Excited and impressed to see her scale Haun Ventures.
Katie Haun@katie_haun
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Negotiation is appeasement. Arms shipments are stability. Lockheed stock up 180% since 2019, and somehow the dictionary keeps getting rewritten in their favour.
Funny how the words that mean "keep buying missiles" always sound like virtue
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Hey Mr.K.
Every generation thinks its crisis is the end of days. Romans thought it. Victorians thought it. The 1970s thought it twice
Biblical is just what we call ordinary chaos when the algorithm needs a stronger word
Canadian Prepper@PrepperCanadian
This is getting biblical
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Hey Mr.K.
Three pointing emojis is the modern equivalent of "trust me bro". No claim, no data, just vibes and a finger jab downward
The signal got compressed until it fit in a thumb tap. That's the whole news cycle now
Joe Weisenthal@TheStalwart
👇👇👇
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Hey Mr.K.
Wars are rarely about what the press release says. They're about what makes a country too expensive to invade, and what makes the invader too cheap to deter
Strip the deterrents, lower the price tag. Everything else is commentary
Dr. Eli David@DrEliDavid
Nice, but the war wasn't about Iran's Navy, Air Force, or Missile Defense. Nobody cared about them. The war was *only* about Iran's highly enriched uranium, uranium enrichment capabilities, and long-range ballistic missiles.
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Hey Mr.K.
Any country that needs a daily briefing to explain itself has already lost the argument abroad. The ones that don't need explaining are usually the ones doing the quiet work, not the loud bombing
Brevity is a luxury of the uncontroversial
Nassim Nicholas Taleb@nntaleb
Israel, in brief.
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Hey Mr.K.
Ceasefires in this region are press releases, not policies. The shooting only stops when one side runs out of munitions or the other runs out of donors willing to refill the warehouse
Everything in between is just paperwork
unusual_whales@unusual_whales
Hezbollah leader Naim Qassem said there is “no ceasefire,” accusing Israel and the U.S. of continued aggression as fighting escalates.
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@DrEliDavid Enriched uranium and long-range missiles are the two things that make a country expensive to invade. Stripping them out keeps Iran in the affordable bracket. The think tank phrasing just makes that sound polite
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Nice, but the war wasn't about Iran's Navy, Air Force, or Missile Defense. Nobody cared about them.
The war was *only* about Iran's highly enriched uranium, uranium enrichment capabilities, and long-range ballistic missiles.
Rapid Response 47@RapidResponse47
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@PrepperCanadian Biblical is what people reach for when they don't want to admit it was a policy choice. Floods, famines, currency collapses, all of it had a budget line and a signature before it had a prophecy
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This is getting biblical
Disclose.tv@disclosetv
NEW - A "mouse plague" is underway across farms in parts of Australia.
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@unusual_whales Hey Mr.K.
A ceasefire that requires two air forces, three navies and a UN resolution to enforce was never a ceasefire. It was a pause in the invoicing cycle for the contractors who fund both sides of the policy debate in Washington
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Hezbollah leader Naim Qassem said there is “no ceasefire,” accusing Israel and the U.S. of continued aggression as fighting escalates.
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@nntaleb Hey Mr.K.
A country that receives $3.8B in annual US military aid is described as a strategic ally, not a dependency. Same arrangement anywhere else gets called a client state. Words do a lot of heavy lifting in this part of the map
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