Ottonian Stem Duchy

449 posts

Ottonian Stem Duchy banner
Ottonian Stem Duchy

Ottonian Stem Duchy

@uptick222

Katılım Mart 2022
1.3K Takip Edilen58 Takipçiler
Ottonian Stem Duchy retweetledi
DataRepublican (small r)
DataRepublican (small r)@DataRepublican·
I try and not ask for help in boosting. But please boost this. I am still reaching out in good faith that he prides himself on a kind Senator. But sending me an email weeks after I sent a heartfelt one, timed just after @realJeremyCarl withdrew his nomination with a literal request for me to follow Curtis on X, is rapidly changing those priors. @SenJohnCurtis please reach out to me. We can still fix this relationship.
English
343
8.3K
15.5K
275.8K
Ottonian Stem Duchy
Ottonian Stem Duchy@uptick222·
@Williamfrie1 @SandyofCthulhu Happy to be mistaken, but my reading and such indicate the British had the first 'effective' tank and used it at the Battle of the Somme in 1916. Not dunking on the French, their martial reputation has been unfairly maligned in pop culture, for sure.
English
0
0
1
41
Sandy Petersen 🪔
Sandy Petersen 🪔@SandyofCthulhu·
The British built the first true aircraft carrier (Argus). They built the first battleship (Dreadnought). They built the first useful torpedoes (Austria made some earlier, but they sucked). They built the first torpedo boats. They built the first destroyer (admittedly for sale to Spain). They built the first battle cruisers. They built the first torpedo plane. They created the first depth charges. They were the first navy to sink an enemy ship with an air-launched torpedo. They showed the Japanese how to attack Pearl Harbor by doing the same thing to Taranto in Italy. They invented radar (after which the USA ran with it). All dust in the wind now I guess, like Carthage.
Zac@Zacctastic

… and to think that in November of 1918, the Royal Navy had 61 battleships, 120 cruisers and 466 destroyers. Their peak. Then everything went downhill. Did they need numbers like that after the Great War? No. But to see it in this condition today is unconscionable.

English
66
127
2.4K
150.2K
Ottonian Stem Duchy retweetledi
Matthew J. Peterson
Matthew J. Peterson@docMJP·
This kind of bravery is why there is a concerted op against her from many “sides”. It is why anyone associated with her office is smeared. It is easy to get grifters and low iq types on board even within the admin based on bullshit. It’s almost as easy for the kind of intelligent and experienced powers that want her out to get the good but busy smarties on their side as well via somewhat more complicated ops and whisper campaigns. She’s one of the key people at higher levels actively trying to expose and push for the actual reform of the deep state in the admin that the voters wanted. And she needs to be given more power and support, not less.
Eric Daugherty@EricLDaugh

🚨 HOLY CRAP! DNI Tulsi Gabbard has learned that US intelligence intercepted Ukraine government plans to route HUNDREDS OF MILLIONS of American tax dollars to boost Biden's 2024 campaign against Donald Trump, and the DNC — Just The News Gabbard is now asking the US Agency for International Development to determine if the "plot" was carried out. The US tax dollars were earmarked for Ukraine to use for "clean energy" Gabbard's team even found that the communications — intercepted under BIDEN — were NOT even thoroughly investigated IMAGINE THAT. Investigate and expose it all, DNI Gabbard!

English
6
22
97
6.2K
The Medieval Scholar
The Medieval Scholar@MedievalScholar·
People speak often of what your favorite sword says about you, your favorite helmet and so on. Pick your favorite coat of arms, it says a lot about you.
The Medieval Scholar tweet media
English
313
177
2.2K
131.9K
Ottonian Stem Duchy retweetledi
Ataka Industries🔫
Ataka Industries🔫@atakaindustries·
Makarov Monday Giveaway! As a small token of appreciation to you, our beloved customers, we are giving away 3 makarovs for free. All you have to do to enter is like, retweet (or QT), and reply to this post. Must be 21 and legally able to own a firearm to win. US only etc
Ataka Industries🔫 tweet media
English
3.2K
3K
6.1K
387.2K
Ottonian Stem Duchy retweetledi
Nick Nemeth (Mispriced Assets)
TLDR: I am a recovering alcoholic with no fund, no credentials, and no lobbyist. I rebuilt myself from nothing. Then I broke into finance with no degree, no pedigree, and no permission. I parsed SEC filings for a $31.5 billion private credit fund called Cliffwater. Not because anyone asked me to. Because nobody else would. The filings are public, but they are buried in footnotes that are not indexed, not searchable, and not structured for analysis. I have been told by fund managers that nobody even attempts this. Billions of dollars in pension capital, and the people who manage money for a living do not bother to read the filings. So I read them. Every loan. Every amendment. Every semi-annual PIK disclosure. 2,330 positions. I hand-researched fifty. I found 189 loans where borrowers are paying interest with more debt instead of cash. I found over 50 loans that are not generating enough cash to service their debt at all — carried at par on the books of a fund that has never reported a losing month in 41 months. The fund's Sharpe ratio is 3.75. Bernie Madoff — who was fabricating returns and could pick any number he wanted — ran a 3.5. He got caught because the numbers were too smooth by Markopolos. The greatest quant fund in history, Renaissance Technologies, runs a five or six. Cliffwater is claiming risk-adjusted returns that would be impossible even if you insider-traded with perfect information every single time, because the volatility of the underlying markets would still prevent it. Nobody asked questions. Bloomberg confirmed 14% redemptions 48 hours after I published. S&P cut the fund's outlook to negative this week. Cash on hand fell 76% in six months. This is not an isolated fund. This is the structure. $9.4 trillion in private equity. $3.5 trillion in private credit. They all pay their own valuation agents. The valuation agents decide what the funds are worth. No valuation agent has ever been fired for saying the number was too high. The marks produce the NAV. The NAV produces the fees. The fees come from pensions. The pensions come from firefighters and teachers and nurses in Oregon and California and Illinois who will never read a private placement memorandum in their lives. Wall Street ran out of rich people. The endowments were full. The sovereign wealth funds were tapped. So they went downstream — to 401(k)s, to retirement accounts, to interval funds sold to people who have no idea what they own. 1. Direct the SEC and FSOC to examine Level 3 fair value practices across interval funds and BDCs. 2. Require that valuation agents be independent of the funds they mark. 3. State publicly that the current self-marking regime creates systemic risk. 4. Mandate position-level mark disclosure for every fund that accepts pension capital. There are two ways this ends. It breaks all at once like 2008 and we fix it. Or it rots slowly like Japan: one fund blows up, six weeks of quiet, another one, and nobody connects it for a decade while a generation of retirees gets destroyed. I am not asking anyone to take my word for it. I am asking them to read the filings. If you know someone in the administration, a regulator, or anyone on a legislative committee, please send this to them. One person learned this from a one-bedroom apartment. Your government can too. The will is what is missing.
Nick Nemeth (Mispriced Assets)@NickNemo17

x.com/i/article/2034…

English
162
828
3.9K
418.4K
Ottonian Stem Duchy retweetledi
Joscha Bach
Joscha Bach@Plinz·
Every single assessment about morality, progress and possible outcome of the Iran war I read is 100% correlated with whether the author likes or hates Trump. It's pretty annoying
English
130
121
1.9K
42.4K
Ottonian Stem Duchy retweetledi
ShadowsOfConstantinople
ShadowsOfConstantinople@RomeInTheEast·
Periodic reminder that the X algorithm will show you more of what YOU engage with! So if you want more Roman history and Constantinople in YOUR timeline, you have to like, comment, bookmark, or repost it when it comes into your timeline!
ShadowsOfConstantinople tweet media
English
34
148
2.1K
28.9K
Manu Sisti
Manu Sisti@Manu_Sisti·
• Forget stocks • Forget real estate • Forget crypto A small, targeted 90-page non-fiction book can generate higher returns than most traditional assets. All you need is: • 1 hour a day • A Claude + ChatGPT account • My system that turns prompts into profitable eBooks One book turns into compounding income over time. Stack 4–5 books using this process, and you’re suddenly looking at a real monthly income stream. I could easily charge $199 for this. But today, it’s free. To get it: • Like this post • Comment “KDP” I’ll DM you the training + my entire AI publishing system. ⏳ Free for the next 48 hours (Follow so I can message you.)
Manu Sisti tweet media
English
414
50
445
41.5K
Ottonian Stem Duchy
Ottonian Stem Duchy@uptick222·
@TimothyEveland 1600s, the combination of stabbing and slashing with needed movement, with firearms deployed makes for the most complex manual of arms.
English
0
0
0
27
Medieval Diesel
Medieval Diesel@TimothyEveland·
Which European armor is your favorite? (anyone who chooses "today" is getting blocked 😅)
Medieval Diesel tweet media
English
135
45
610
18.5K