Geometric Abstraction

@somaekporkbelly @Terror_Alarm Normal flaring does not produce black smoke

🚨🇺🇸🇮🇷 Iran is now burning its own oil. Massive flares and thick black smoke over Khuzestan as blocked exports leave tanks full - they’re forced to torch the excess just to keep operating. Video: IranIntl

@JEverettLearned What happened to the video you were working regarding Bryan Johnson?

Looksmaxxing Day 0/365

@lindsay__stamp The principal on your rentals generally appreciates and is leveraged 5x assuming you’re in for 20% down. None of that applies to STRC where the purchasing power of your fixed dividends will diminish across time. It sounds great today but project it across 20 years

Last week we sold one of our rental properties If we put the equity into STRC, it would pay us $575 per month which is more cashflow than we got from the rental with a lot less headaches Very tempting

@chiefofautism Someone he allegedly did not pay to throw the bottle he’s victim carding

you are no longer allowed to criticize sam altman because someone threw a bottle at his house and if you point this out you are legally responsible you are inspiring violence

Someday, the world will study the Canadian psyop. They’ll pull up polls like this one, delivered with the usual graphics and the patronizing “the data shows” tone. It’s the classic “everyone agrees” fallacy in action. No invasion. No tanks. Just relentless conditioning and endless narrative reinforcement.

@ZeeContrarian1 You seem to be disregarding the upcoming response to fuel shortages and uncertainty surrounding it

I believe March marked the bottom for the $SPX, and April will mark the top for crude oil in this Iran war cycle. I’m not trying to call the exact day of the bottom, and I never will. March was peak fear for the $SPX, and April will be peak fear for oil.

@TaikiMaeda2 It’s not as crowded as you think because of hero’s like you all the way down.

Been buying on the way down; this is the most BTC exposure I've had in my life. STRC introduces positive reflexivity to BTC that is being underpriced by the market. "Sitting in cash to buy the guaranteed Q4 bottom" is a crowded trade. Believe in something.

@market2kk The Metaplanet engine is built atop bitcoin. Underperformance in a bear market is to be expected if we expect outperformance in a bull market

Why Metaplanet is NOT - buying BTC - giving guidance on BTC - giving roadmap to shareholders for recouping losses BPS is BS metrics, market discarded it & yet they cling to it because they don't know what else to do. The strategy is failing and that is pathetic leadership

@EconstratPB @TraderBillyAU If demand destruction is coming from multiple concurrent sources (policy, supply shocks, etc) beyond just energy, the slowdown could be deeper and more persistent than a single vector read implies, even if the net "economy weakening" signal is the same for positioning.

@Value_Theory @TraderBillyAU Does it matter? It still shows the economy.

Nominal curves shifting lower.... as crude (energy) higher, USD higher and Equities lower.... Not hard to see what is bring priced

@EconstratPB @TraderBillyAU What if demand destruction comes from more than one place at once for other reasons

@TraderBillyAU Demand destruction priced.

@DrJStrategy “It’s just the flu”

For the record Ignore the noise: this is NOT the 1970s and Trump is NOT launching Iraq 2.0. High‑frequency data show no demand destruction: Americans are still spending, flying and filling hotels. Inflation expectations are well anchored. The “Iran shock” is a short term volatility trade, not a new regime. The real story is unchanged: Supply Side Policy regime shift, AI capex, an industrial renaissance and the One Big Beautiful Bill are far more powerful than a temporary oil spike. Markets are mispricing a squall as a superstorm. Ignore the noise. Ignore the Doomers. Have a nice day.

@JohannesWellman @shanaka86 It’s an AI slop post

@shanaka86 Your insights are often strong. Your prose increasingly sounds like every paragraph is about to announce the secret spine of history. The “This is not X. This is Y.” device was effective once; now it is the toll booth collecting on every post.

Everything changed in the last 48 hours and nobody has assembled the pieces. IRGC Joint Staff headquarters under US-Israeli strikes. Iran naming UAE targets as Abu Dhabi enters the war. IDF Chief of Staff warning publicly the Israeli military could “collapse” from manpower shortages. Iran claiming over one million fighters mobilised with IRGC lowering the age for support roles to 12. Pentagon considering 10,000 additional ground troops within striking distance of Kharg. Trump pausing energy-plant destruction for 10 days until April 6. Iran denying it requested the pause. Houthis warning they will enter the war. Lavrov saying the quiet part: “Iran did not violate any of its international obligations.” Russia’s oil revenue doubling to $24 billion this month. That is not a war. That is a realignment. But the development that rewrites everything is not the strikes or the troops. It is a checkpoint on Larak Island. Iran’s Foreign Minister told the UN Secretary-General directly that blocking enemy ships in Hormuz is Tehran’s legal right as a coastal state. Not a threat. A legal claim. Ships are being funnelled into Iranian-controlled waters near Larak for visual inspections before passage. Non-enemy vessels pass with coordination. Enemy vessels do not. This is not a blockade. It is something more durable. Selective access with political screening, transit fees, and a legal framework. Iran shifted from threatening to close Hormuz to administering who uses it. The fees are collected in yuan. Chinese intermediaries process payments through CIPS, bypassing SWIFT. Iran already receives over 80 percent of oil revenue in yuan. Legislation is advancing to codify the tolls into permanent law. The US cannot sanction what it cannot see on SWIFT. The yuan is being anchored at the world’s most consequential energy chokepoint not by Chinese policy but by Iranian necessity. Beijing did not plan this. Tehran built it. Rubio responded to Europeans who called this “not Europe’s war” with the sentence that links both conflicts: “Well, Ukraine is not America’s war, and yet we’ve contributed more to that fight than any other country in the world.” Hormuz is the receivable. Ukraine is the debt. Two wars linked in one sentence by the Secretary of State. Russia’s Dmitriev warns “the most severe energy crisis in human history is approaching.” Russia does not share intelligence with Iran. Russia does not need to. Every dollar Brent rises above $90 funds Russia’s war in Ukraine with revenue Western sanctions were designed to prevent. The Iran war is financing the adversary it was supposed to isolate. Israeli military officials have reportedly told their government that Iran’s capabilities cannot be eliminated in the current operation. Nine thousand targets. $200 billion. The Supreme Leader dead. The navy commander dead. None of it reopened the strait. None of it stopped the checkpoint. The kinetic campaign achieved maximum destruction and zero strategic resolution. Trump says the mission completes in four to six weeks. His mission is kinetic. Iran’s mission is legal, administrative, and fiscal. Those missions do not intersect. You cannot bomb a checkpoint into nonexistence when the checkpoint is a legal claim, a fee schedule, and a parliamentary bill. April 6 is the pause deadline. April 27 is the NPT. May 14 is Trump-Xi. Between now and then, the toll booth collects in yuan, the legislation advances, the checkpoint operates, the IDF bleeds manpower, the Pentagon deploys armour, Russia doubles its revenue, and the AI supply chain loses its helium from the same chokepoint that is being incorporated into Iranian sovereign law. The war did not break the world. It rewrote the operating system. And the new operating system runs on yuan, collects at Larak, and does not require a single admiral to be alive to function. Full analysis: open.substack.com/pub/shanakaans…

@RealRickRule Somalia is a wonderful place, horribly run.

Canada is a wonderful place, horribly run.

@DiarmaidOCon The major challenge is always preventing corruption. Solve that and you’re off to the races

@Value_Theory 100%, I've said before we need to assemble all the serious people in Ireland. Easier said than done yes, but anything worth doing always is. The juice will be worth the squeeze though

There's an argument that goes around that private enterprise is innately more efficient than public services etc. Yes the private industry provides more incentive/less tolerance, usually. But that comes with the tradeoff of being more ruthless. Anyway the point is this,

Ideologically I agree. I work for an oil and gas major. The caliber of management and executives is on another level than anything I’ve seen in the public service or politicians. So yes, assemble the right people and create the right system of incentives and you can compete with private. Easier said than done.

Yes there are aspects of our current system that need far more performance standards and accountability. Overall though these aren't things that can't be fixed. To act like no government can ever outperform any private entity in anything at all is an extreme belief I think. It

@DiarmaidOCon This is an example of what happens when governments try to become owners. This project will yield a negative ROI to the tax payer somewhere in the $10-15bn range. financialpost.com/commodities/en…

@Value_Theory This is an argument I want to make a point on more broadly some I'm gonna QT the answer

Alot of people are talking about these now. Call me a cynic, but this feels like the enemy deciding maybe they should explore oil etv & let billionaires own it, rather than run the risk of us nationalising it in time. The vultures are getting ready again with their evil motives.

@DiarmaidOCon The best system is to let private operators compete for licenses and charge them royalties per unit of production. Leaving it in the ground and remaining dependent on foreign imports is screwing Irish people the most.

@Value_Theory Agreed, but this government outlawed even exploration licenses, it would never happen under this Dáil. They'd privatise it just to screw the people even more

@punishablepress You forgot the word “terrorist”

"Irish-Born Man" Reads article, name "Abdullah Khan" Being born in Ireland doesn't make you the same as the people here. A 24-year-old Pakistani national just pleaded guilty to trying to stab Gardaí and burning down a pub.

@Hitchslap1 Being low IQ and muslim

What can best explain this graph? Some countries show 20x high rates than the native population.