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Jun 25
do you know that joke of russian red lines?

"no western weapons"
javelins and stingers arrived.

"no heavy western artillery"
M777s arrived in april 2022.

"no HIMARS"
HIMARS arrived mid 2022.

🧵 1/x
"touch Crimea and 'judgment day' comes"
the Kerch bridge was blown twice (october 2022, july 2023), and third of the Black Sea Fleet was wrecked.

"no western air defense"
Patriots arrived spring 2023.

"no modern western tanks"
Leopards were in combat by summer 2023.

🧵 2/x
"no western cruise missiles"
Storm Shadows arrived in 2023.

"no ATACMS"
ATACMS arrived late 2023.

"no F-16s"
F-16s have been flying missions since summer 2024.

"do not invade russia itself"
Ukraine captured chunks of Kursk in august 2024.

🧵 3/x
Read 5 tweets
Jun 25
US May PCE Inflation: One can observe that the winding down of the war is well timed given current inflation dynamics which were accelerating. Note that three-month average annualized pace of 6.3%. All this will ease due to the sharp drop in oil prices that has occurred post MOU.Image
What will not be so easy to unwind is the cost of services, durables and core durables. Much of this was increasing pre-war and given the inflation that one can observe in the PPI pipeline don't expect much relief from core inflation in the near term. Image
Investors are reassessing the probability of rate hikes in the near term. I think the changes at the Fed are more style than substance at the current time. While its more likely we get a near term rate hike than a cut it is a long way between here and September which I consider to be the next live meeting.Image
Read 3 tweets
Jun 25
1.1 Climbing up stairs: say Allahu Akbar
1.2 Stepping down stairs: say Subhan Allah

2. Dua when you forget to say Bismillah before eating:
“Bismillahi awwalahu wa aakhirahu.”
3. When a Muslim sneezes and says “Alhamdulillah”, it becomes obligatory for those who hear to respond:
Yarhamuk Allah

4. If a Muslim asks for Jannah 3 times in a day, Jannah asks Allah to grant it to them:
“Allahumma inni as’aluka al-jannah.”
Read 6 tweets
Jun 25
PCE inflation came in high. And the details were even more worrying than the headline as the risk of inflation mounting outside the tariff/Iran affected sectors.

Core PCE annual rate:
1 month: 3.9%
3 months: 3.5%
6 months: 4.1%
12 months: 3.4% Image
Full set of numbers. Image
And this was the most concerning slide of the data this past month. Image
Read 5 tweets
Jun 25
Roger Froikin @rlefraim wrote, "Shabbat Shalom ——-
Parsha Chukat
numbers 19:1–22:1

This is a sad Parsha in many ways. In this Torah portion, God instructs Moses and Aaron regarding the red heifer. Miriam, who is the sister of Moses and Aaron, dies.
1) Image
Moses hits a rock to bring forth water rather than speaking to it. At the end of the parsha, Aaron dies.

Of course, there is more to it.

After years of wandering through the desert, the people arrive in the wilderness of Zin. Miriam dies, and
2)
the people thirst for water. G‑d tells Moses to speak to a rock and command it to give water. Moses gets angry at the complaining people and strikes the stone. Water flows, but Moses is told by G‑d that neither he nor Aaron will enter the Promised Land.
3)
Read 17 tweets
Jun 25
The absolute worst sports organization in world history, and it's not even close
I think it's well past time for some sober-minded billionaires to step in, realize the financial opportunity of a rival women's basketball league without daily ritual prison yard beatings its biggest media asset, and let this clown league enjoy its well deserved death
Q: How irredeemably fucked up is this league?

A: This irredeemably fucked up

Read 3 tweets
Jun 25
Just wanted to check on the viability of GamerPrise related to UK NEETS and the UK economy.



🤝 If only I could persuade @alanmilburn1958 to be a partner!
⚡ Empower young people with tech skills to offer spending power
📈 Gen Z can afford OAPs!

🧵👇x.com/i/grok/share/0…
🏗️ The project is still late stage build
🔒 Some GitHub assets are not properly visible
👶 On launch, more work will be needed
🫂 Community support is ready, as of last week
⛓️ Security is being strengthened this week
🤖 Grok TAMSAMSOM assessment: positive and realistic

🧵✋
@threadreaderapp , please unroll.
Read 3 tweets
Jun 25
Good afternoon. This is day 2 of the public part of the employment tribunal Samantha Tempest v DEFRA and the Rural Payments Agency Image
Our substack page on the case contains all the previous sessions, and a full list of abbreviations

tribunaltweets.substack.com/p/tempest-vs-d…

We are a small group of volunteer citizen journalists. We receive no payment for our work. We accept paid subscriptions to our Substack to fund necessary expenses including travel, legal fees and digital costs.
Please consider subscribing.
Read 61 tweets
Jun 25
Every salary week, I come here to tell you to save and invest.

But inflation has gone up and you salary likely hasn't gone up the same way. The math has changed, so should the advice, right?

I've got good news and bad news. 🧵
Bad news: the advice hasn't changed, because it's still pretty good, ngl.

Pay yourself first, starting with around 20% of your income. Diversify what you invest: 35% equity, 30% money market, 25% bonds, 5% dollar, 5% cash.

Good news: I want to offer you a way to look at your salary that might make actually make investing easier.
Let's say you're Bola. Bola earns ₦400k a month, works on the Island, on paper she's "doing well."

20% of ₦400k is ₦80k, that's the textbook number you should save/invest. But Bola hasn't even revisited what her month actually costs yet especially with fuel increases and all in the mix.
Read 11 tweets
Jun 25
I handed CLAUDE my SALARY.

It told me I was 6 months from never needing one again.

These are the 7 prompts behind my exit plan:
The Brutal Reality Check:

1. "Act as a financial strategist. Using my income [amount], fixed costs [list] and current side income [amount] - lay out my true financial position. Show me the three biggest opportunities I'm overlooking and the one change to make this month to get closer to financial freedom."

👉 Most people dodge this conversation. Claude doesn't judge. It just hands you the truth.
The Expense Identifier:

2. "Analyze my monthly spending: [paste it]. Flag every payment I make out of habit instead of necessity. Calculate exactly how much I free up each month by cutting them. Then show me how to redirect that money into building a second income."

👉 Most people uncover €150-300 here in under 10 minutes.
Read 9 tweets
Jun 25
Moss World Cup 2026 Prediction Agent is Live Now

We built an 80%+ win rate model that reads every match at the World Cup. Explore it using Moss Diamonds and it hands you a clear and complete call.

Try it now 👉 moss.site/wc2026
Pick any match and spend Moss Diamonds, you'll get:
- Win/draw/loss probability
- Expected goals for each side
- The most likely scorelines
- Over/under and both teams to score
- Recommended and conservative handicap lines
- Live read against polymarket, showing where the market is mispricedImage
It scores both teams across 9 weighted factors, converts into expected goals and runs poisson/elo goal model to price every outcome.

About an hour before kickoff, it recomputes on the confirmed starting lineups, the sharpest version of the call.

The tournament is on. Don't miss out.
moss.site/wc2026Image
Read 3 tweets
Jun 25
1/ We do have conversion therapy in the UK, but we call it "gender affirming care". 80-90% of the kids and teens that constituted the Tavistock cohort were same sex attracted

Today, Labour's announces their own section 28 to cement this vile practice with a "conversion bill" Image
2/ The first point is that offence includes "inchoate" offending (which means attempting).

As I read this, attempting to persuade your teenage lesbian daughter not to take testosterone is an attempt to cause her not to have a transgender identity, so that's that box ticked Image
3/ Saying you won't pay for the testosterone is economic pressure and saying it will harm her is emotional pressure. Preventing her from seeing some quack like Helen Webberley is controlling behaviour. You with me so far? Image
Read 11 tweets

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