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VENEZUELA AND OIL. A thread:
Ahead of Trump-Big Oil meeting today, my view: There’s too much blanket pessimism about the Venezuelan oil industry. Instead, I belive there are some low-hanging barrels in the map.
FREE-TO-READ (next 7 days) link:
🧵1/10 bloomberg.com/opinion/articl…
Ahead of Trump-Big Oil meeting today, my view: There’s too much blanket pessimism about the Venezuelan oil industry. Instead, I belive there are some low-hanging barrels in the map.
FREE-TO-READ (next 7 days) link:
🧵1/10 bloomberg.com/opinion/articl…
Sure, I’m talking about a *modest* recovery: hundreds of thousands of b/d rather than the millions needed to lift Venezuela’s production back to its 1970s peak. Still, this can be brought on stream over 12 to 18 months — and without eyewatering spending.
🧵2/10
🧵2/10
Lots of the pesimistic commentary is focusing on the difficulties of the extra-heavy barrels of the Orinoco Oil Bet. But that overlooks the geological map: there's oil elsewhere in the basins of Maracaibo and Monagas (historic centers of the Veneuzelan oil industry)
🧵3/10
🧵3/10
I think the best way to anticipate where the US is headed next is by looking at the life of Stephen Miller, the US shadow president and very embodiment of evil that is now appearing on every TV channel to defend the ICE agent that summarily executed an innocent woman.🧵
Having went bald and aged some 37 years in between the ages of 15 and 17 and already an avid reader of "Guns&Ammo" magazine by the age of 12, Miller would eventually let his only friend know they can't see each other anymore on grounds of him being the wrong shade of white.
Failing in his bid for Student Government, having run on a platform that argued students should not have to pick up trash, because, in his view, that was the God given role of Black and Latino janitors, Miller began incessantly calling into local neo-Nazi radio shows.
@JayinKyiv Yes, but UK is not European. They hate Europe form the first day (only Churchill wanted an Europe with including the "Republic of Great Britain"). They voted for "brexit" in purpose to rebuild their Commonwealth Empire.
@JayinKyiv Yes it's nice to have allies, specially "liars/cowards" pretending to defend Europe while it's just for the interest their Commonwealth Empire, and then...
2/3
2/3
@JayinKyiv …and then (#British) helps USA (ready to betray Europe to get the Greenland) about Venezuelans' Oil (with a "Russia reason" to make it legit) and make chaos (with Russia) in Africa (against french spoken countries) to growth their Commonwealth Empire.
3/3
3/3
An Overview of the Jewish People 🧵
Abraham was chosen by God, promising his descendants would become a great nation. His grandson Jacob, renamed Israel, fathered the 12 tribes. These Israelites were stubborn, often falling into idolatry and disobedience, even sacrificing children to Moloch.
Despite failings, God gave them numerous chances to fulfill His plan for the Messiah. The Israelites were first enslaved in Egypt, freed by Moses in the Exodus, and settled in Canaan, forming the Kingdom of Israel. A civil war split it into northern Israel and southern Judah.
Seeing dozens of Israeli/jew ziobots in the comments frantically coping and seething after Iran told Mossad & CIA ‘good luck on your Iranian color rev without internet and telecoms lol,’ is the best thing of 2026 so far.
Eat shit, Rothschilds, Netanyahu & world jewry.
Eat shit, Rothschilds, Netanyahu & world jewry.
Yep. Now imagine IRGC has its own proprietary network that only Iranian officials, military & intel can access, forcing Mossad & CIA to fight 100% blind.
All while Iranian personnel maintain full capabilities & reverse engineer previously collected SIGINT to locate infiltrators.
All while Iranian personnel maintain full capabilities & reverse engineer previously collected SIGINT to locate infiltrators.
SPOILERS: The American people want the OPPOSITE of whatever THIS fgt wants.👇🤣
Been deep in @CodeXero_xyz
these past few days and it's honestly changing how I think about shipping in Web3.
You just describe your idea in normal English → AI handles the smart contracts, frontend, everything → deploys live on Sei in minutes.
No more getting stuck in boilerplate loops or hunting for devs when the inspiration hits at 2am.
Ideas that used to rot in my notes are now actual on-chain dApps earning XP and getting real traction. What's you thought on this @mdhafiz001987
these past few days and it's honestly changing how I think about shipping in Web3.
You just describe your idea in normal English → AI handles the smart contracts, frontend, everything → deploys live on Sei in minutes.
No more getting stuck in boilerplate loops or hunting for devs when the inspiration hits at 2am.
Ideas that used to rot in my notes are now actual on-chain dApps earning XP and getting real traction. What's you thought on this @mdhafiz001987
@CodeXero_xyz @wallchain GN @aixbt_agent
@CodeXero_xyz @wallchain @threadreaderapp unroll
Index funds have existed for 50 years, and so have critics of indexing. Most concerns were empirical claims — predictions about market outcomes — and therefore testable over time. The following five are the principal criticisms that have not materialized in practice:
Claim #1:
If too much money flowed into index funds, prices would no longer reflect fundamental information because index investors do not analyze securities.
What actually happened:
Price discovery remains robust. Active managers, arbitrageurs, hedge funds, and other informed traders continue to set prices at the margin. Index funds can only accept prices; they do not determine them.
Why it didn’t materialize:
Price discovery does not require most investors to be active — only enough need to be active to exploit mispricing. Even a relatively small share of active capital is sufficient to keep markets informationally efficient.
If too much money flowed into index funds, prices would no longer reflect fundamental information because index investors do not analyze securities.
What actually happened:
Price discovery remains robust. Active managers, arbitrageurs, hedge funds, and other informed traders continue to set prices at the margin. Index funds can only accept prices; they do not determine them.
Why it didn’t materialize:
Price discovery does not require most investors to be active — only enough need to be active to exploit mispricing. Even a relatively small share of active capital is sufficient to keep markets informationally efficient.
Claim #2:
By buying stocks mechanically, index funds would inflate prices indiscriminately and cause long-lasting bubbles.
What actually happened:
Market bubbles have occurred, but not because of indexing — and not persistently. Valuations still mean-revert, and mispriced securities are arbitraged away.
Why it didn’t materialize:
Index funds buy and sell proportionally; they do not chase individual stocks based on momentum or narratives. Bubbles require concentrated speculative behavior, which is characteristic of active management, not index funds.
By buying stocks mechanically, index funds would inflate prices indiscriminately and cause long-lasting bubbles.
What actually happened:
Market bubbles have occurred, but not because of indexing — and not persistently. Valuations still mean-revert, and mispriced securities are arbitraged away.
Why it didn’t materialize:
Index funds buy and sell proportionally; they do not chase individual stocks based on momentum or narratives. Bubbles require concentrated speculative behavior, which is characteristic of active management, not index funds.
You eat clean.
You train hard.
But still feel tired, sluggish, and stuck.
That’s often not a discipline problem.
Here’s what it usually means and how to fix it 🧵
You train hard.
But still feel tired, sluggish, and stuck.
That’s often not a discipline problem.
Here’s what it usually means and how to fix it 🧵
Thyroid Dysfunction
The Thyroid regulates:
• Fat loss
• Longevity
• Hormonal balance
• Energy production
• Mood and brain function
• Skin, hair, and nail quality
Most people never get answers because their labs can be deceiving.
Here's why:
The Thyroid regulates:
• Fat loss
• Longevity
• Hormonal balance
• Energy production
• Mood and brain function
• Skin, hair, and nail quality
Most people never get answers because their labs can be deceiving.
Here's why:
2. The fault in our system:
The thyroid runs on a chain of command:
Hypothalamus (TRH) → Pituitary (TSH) → Thyroid (T4)
But T4 must convert to T3, the active hormone.
And if your conversion fails, everything slows down.
But we rarely test T3 or conversion blockers.
The thyroid runs on a chain of command:
Hypothalamus (TRH) → Pituitary (TSH) → Thyroid (T4)
But T4 must convert to T3, the active hormone.
And if your conversion fails, everything slows down.
But we rarely test T3 or conversion blockers.
December was a new normal jobs month--for a world with low net migration.
50K jobs added (37K in private sector)
3 month averages: -22K total and +29K
Unemployment rate down to 4.4%
Avg hrs down & avg wages up.
50K jobs added (37K in private sector)
3 month averages: -22K total and +29K
Unemployment rate down to 4.4%
Avg hrs down & avg wages up.
Private sector job growth is a better read of the underlying economic signal.
Because Federal employment has shifted so dramatically.
The Left cannot simultaneously demand a multi-trillion-dollar debt-fueled centralized mega-government, and insist that left-wing activists can ignore federal laws they don't like, and violently interfere with law enforcement.
If we all want to have a big bipartisan national conversation about dramatically reducing the size and funding of the federal government and devolving more of its power to the states, I'll be happy to brew the coffee.
But I have to warn the Left: border security will absolutely remain one of the core responsibilities of even the smallest imaginable federal government, and Democrats WILL be required to obey those laws. No rational government can work any other way.
1/ There’s a strong chance the Supreme Court will release its IEEPA Tariff opinion this morning, so I want to go over why the case is so important and what I’ll be looking for in the opinion. TLDR: the Constitution’s separation of powers is at stake.
2/ Obviously, one reason the case matters is because Trump 47’s tariffs are substantively massive enough to reshape global trade patterns. The IEEPA tariffs at issue in the case accounted for about $133.5 billion out of $250 billion in revenue (through mid-December).
3/ If these tariffs are ruled illegal, presumably that $133B will need to be returned to the importers who paid it, that’ll be a big deal. Going forward, the admin will use other legal tools to cover some of the same goods, but those tools are mostly slower and more constrained.
Excellent amicus from @scottlincicome, @cpgrabow, and @clark_packard persuasively argues that refunds will not be fiscally catastrophic, nor would they be administratively infeasible. (At the same time, managing their timing might give the admin a helpful tool for stimulating the economy ahead of the midterm elections.)
supremecourt.gov/DocketPDF/24/2…
Excellent amicus from @scottlincicome, @cpgrabow, and @clark_packard persuasively argues that refunds will not be fiscally catastrophic, nor would they be administratively infeasible. (At the same time, managing their timing might give the admin a helpful tool for stimulating the economy ahead of the midterm elections.)
supremecourt.gov/DocketPDF/24/2…
