david reutter

@neyikaybettik and theyre bringing their nuclear weapons with them

Arjantin'in yahudi başkanı,birkaç ay önce sionistlerin Patagonya'da yakarken yakalandığı 100.000 hektarlık (gazze'nin 4 katı büyüklüğünde) orman arazisini israile resmi olarak tahsis etti. Mel Gibson'ın tahmini doğru çıktı,israil arjantine taşınıyor.

@josephwang so they want to spend the money they print it against the collateral held by banks overnight forever. another money printing scheme?

Treasury seems to be considering investing excess TGA cash into repo. Doesn't seem to make much economic difference, but could marginally help funding markets in a scenario where the Fed's balance sheet continues to shrink.

@PeterSchiff gold seems to be the stock market beta,what gives?

Bond yields are falling a bit today on peace talks. But even if the war ends, the rise in bond yields won't. Soaring deficits, a falling dollar, rising inflation, and eroding confidence in the fiscal position of the U.S. will continue putting upward pressure on long-term yields.

@HorsePlayerNow whats Renegade doing? Tempo has a chance at the Triple Crown, but Renegade is probably favored the rest of the way.

Tough to listen to this and think Golden Tempo gets his Preak on. The discussion about cutting back in distance being a prohibitor when he won the 1-1/16 miles Lecomte feels like a tone being set. Decision to come perhaps Thursday.

@pati_marins64 part two is Iran negotiating with itself. this is what secures their position in the global community. they make concessions on nuclear enrichment, while they obtain a weapon from outside sources, perhaps even someone like the French, as part of an oil deal.

Part II added. There is no effective room for diplomacy.

@MacleodFinance suppliers who sense impending price rises tend to hold inventory off market

Just saying...

@HorseToWatch @DailyRacingForm pace analysis on developing horses🥸

One noteworthy thing about Golden Tempo's pre-Derby TimeformUS PPs, aside from his high Late Pace Rating, is the pace figure line for his final prep. It indicates that the Louisiana Derby was NOT the fast pace scenario that many assessed it to be. (Note lack of red color-code.)

@Kathleen_Tyson_ dick cheney knows

US Afghanistan occupation was shut down in July 2021 so tens of thousands of Ukrainian mercenaries contracted to the Pentagon could be transferred to the Donbas with NATO weapons from Afghanistan to start the war in Ukraine with Russia ‘on time’ in February 2022. Nothing was ‘unprovoked’.

@amicusadastra earlier version: drop in, coffee up, go home and do your chores

buy in scale up sell out

@rothstein_jason @fbwinners @KentuckyDerby read roman's book, beyer called dosage a fraud, the problem being the lag time btwn when a sire first stands and when that sire becomes a chef-de-sire.

@ReutterDavid @fbwinners @KentuckyDerby How exactly is dosage measured? The winner is a son of Curlin out of a Bernadini mare

It's so glaring now that the picture is clear. Since the DQ of Medina Spirit, in 2021, the "Jet Fuel" has been empty on @KentuckyDerby day. No more re-break at the top of the lane. Those that used to keep on going like the energizer bunny, spit the bit now. Hmmmm

@pati_marins64 the pretend wars are the one trump is good at managing

Today, two U.S. destroyers transited the strait into the Persian Gulf without being harassed by the Iranians. It’s possible they will anchor in the Emirates to reinforce anti-aircraft defenses. And why didn't Iran stop these vessels? Because, by all indications, there is an agreement where Iran pretends nothing passes through the strait, and the U.S. pretends no Iranian ships are leaving the region. As I reported yesterday, about 25-35 Iranian ships loaded with oil bypassed the American blockade. Why? The U.S. priority is to maintain the flow of oil in the international market, and stopping Iranian exports would only worsen that. Obviously, this deal includes Iran quietly allowing the passage of several tankers. So, one side pretends to run a naval blockade against Iranian exports, while the other pretends the strait is closed to American military ships. Iran is the clear loser in this deal, giving Trump the argument that the operation freedom project, he claims to be implementing is actually opening the strait by force. Video ilustrativo

@Kathleen_Tyson_ @adamscochran highly unlikely but putting two high profile targets is the moment of highest risk, us ships are short of rations the at sea unrep is too dangerous. they are also short of ordinance i suspect which is why the military told trump to cool his jets. and it doesnt get easier

@adamscochran As one tanker was refuelling the other before the incident it might have been an inadvertent collision or other accident.

We now know that at least two Air Force tankers suddenly broadcast an emergency signal over the Gulf this morning. Shortly after an Airforce Search and Rescue team was deployed and *ALL* 30 other tankers were grounded. It seems *very* likely that Iran shot down two US tankers.

@tomthenekoo @distractedfilm there are 2 ways out of this. one is animation cut out the photograph, and two is to photograph a piece of art or an artistic (theatrical) event. in either case you're documenting the art. painting is an art b/c the artist meditates reality. its mcluhans making and matching.

@ReutterDavid @distractedfilm how does this make the film not an art? and we have found ways in the digital era to make images without cameras. hell, people like brakhage did way before.

"Cinema is, today, an artistic and not philosophical language. It can be a parable, but never a directly conceptual expression. This is the third way of affirming the profoundly artistic nature of cinema, its expressive force, its power to embody the dream, that is its essentially metaphoric character. In conclusion all this should suggest that the language of cinema is fundamentally a 'language of poetry.'" - Pasolini

@Tu_Quoque_4_U @RealKeithWeiner or 1980 would have been the great depression. low interest rates are concomitant with lower economic activity.

@ReutterDavid @RealKeithWeiner Lol

Hiking interest rates is like hiking the min wage. It does not make businesses or workers more productive. It raises the hurdle rate, the bar. Any business or worker who is under the new, higher margin is rendered redundant.

@Gibboanxious and neither is as good as The Birds

Vertigo is NOT better than North By Northwest

@amicusadastra @signulll that's the dichotomy of the documentary film, two different styles of narrators. i think the documentary film may be the only real film. the story film is fiction reviewed for consumption.

@signulll one of the most tragic casualties of the modern age is the ability to travel somewhere and discover it along the way instead of knowing everything about it first.

uh i think traveling is a bit too easy these days, we need to add back some friction somehow. ppl are casually doing 97 countries by the time they are like 25.

@marcello0609 @PaulMattiesJr we still have to anchor the Belmont, maybe the Arkansas derby is first, which is now 1.5M while Santa Anita is 1/2M. the fact that trainers come to CD with 3 races total must be put in the points system, a lot of green horses all over the track, a billion dollar rodeo.

@PaulMattiesJr The new Triple Crown is Derby, Belmont, and Travers.

What's the last year no horses from the Derby ran in the Preakness?

@leevalueroach not all debt is created equally. mortgage debt can be called, and what exactly was the bottom line in Weimar Germany?

In a hyperinflationary environment, the single most important financial decision you can make, and the one almost nobody who lives through one is psychologically prepared to make, is to maximize fixed-rate, long-duration debt against productive assets, because the entire mechanism of hyperinflation is a wealth transfer from creditors to debtors, and the only question that matters, in the moment it begins, is which side of that transfer you have positioned yourself on. The math is brutal in its simplicity. If you owe a bank $400,000 at a 30-year fixed rate of 6%, and the currency loses 90% of its purchasing power over five years, you are, in real terms, paying back the bank in lottery tickets. The house you bought with that loan retains its real value, because it is a physical asset that the inflation cannot touch. The bank, which lent you future dollars and is now receiving past dollars, takes the loss. You take the gain. The transfer happens silently, invisibly, on the loan amortization schedule, every single month, while the people around you who saved in cash, held bonds, or refused on principle to take on debt watch their lifetime savings evaporate in real time. The Weimar industrialists who emerged from 1923 with their fortunes intact, and in many cases multiplied, were not the ones who hoarded gold or moved their assets to Switzerland. They were the ones who borrowed aggressively, in the local currency, at fixed rates, against factories and farms and apartment buildings, and let the inflation pay off the debt while they collected rents and revenues that repriced upward with the currency. The same pattern played out in Hungary in 1946, in Argentina in the 1980s, in Zimbabwe in 2008, and in every other major inflation event of the modern era. The borrowers won. The savers lost. The people in the middle, who tried to be cautious and hold cash and wait for clarity, were the ones whose lives were quietly destroyed. The reason almost nobody acts on this knowledge in advance is that the human brain treats debt as danger, and treats saving as safety, and these instincts are correct in stable monetary environments and exactly inverted in unstable ones. The middle class, which has been trained for generations to fear debt, is structurally the worst-positioned group when the currency starts to fail. The wealthy, who use leverage as a tool, and who hold the productive assets that the leverage was used to acquire, are structurally the best-positioned. The asymmetry is not an accident. It is the entire mechanism by which monetary debasement transfers wealth from one class to another, every time it has happened, in every country it has happened in, for as long as currencies have existed. You do not need to predict the timing. You need to structure your balance sheet, in the years before the event, in a way that benefits if it arrives. Fixed rate, long duration, productive assets. The trade has worked for 400 years. It will work for the next 400. Almost nobody will run it, because almost nobody is willing to be the person who took on debt while everyone they know was paying theirs down, which is, as it has always been, the entire reason the people who do run it end up owning everything on the other side.

@amicusadastra anonymous and living from click bait to click bait

i wanna live like comment people