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Jul 26
The high yield ETF screener you need. 🧵👇

• Has the nav traded flat or down while the underlying moved up? (If yes cut it)

• Is the total return only positive with drip on? If a fund can only make money with drip on its not an income fund.
• What is the tradeoff of the fund? Does it get hit harder in downtrends? Does it have more upside cap? That tells you the use case in your portfolio.

• Find the correct use case. Is it a Tier 1 or 2 core? Or is it a funnel position? That’s how you know how to use the fund and how capital to allocate.
• Does the fund pay 12% yield or less? If so make sure it gets strong nav and dividend growth. If not there’s better options in that yield range.

• What does the strategy do to allow for upside capture? If you can’t come up with an answer it will always trend down on nav.
Read 7 tweets
Jul 26
1/ A Russian commander has reportedly come up with a novel form of 'flag-sticking', the practice of planting flags in Ukrainian-held territory to falsely report advances. He was reportedly caught using AI to fake flag-sticking events to conceal his territorial losses. ⬇️ Image
2/ 'Donetsk Infantry' has posted an insight into the problems that the Russian command is continuing to have. with false reports from the ground. These have led to the war being fought on the basis of grossly inaccurate control of terrain maps.
3/ He writes: "On the role of AI in the Ministry of Defence’s reports," likely with reference to one of the areas in the Zaporizhzhia region where Ukrainian forces have recently been reported to be advancing.
Read 5 tweets
Jul 26
Calling all morning fitness enthusiasts…

If you work out at 4 AM, 5 AM, 6 AM, 7 AM and you’re not sure what to eat/drink before your workout, read this: Image
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You’ve probably wondered….

“When should I eat if I work out first thing in the morning?”

Or

“Should I eat at all before I train?”

Let’s unpack this properly 👇🏻
The first thing you need to understand:

What you eat the night before plays a huge role in how you perform the next morning.

If you’re training early, your dinner and late-day meals are going to play a key role in “fueling” you when you wake up.
Read 13 tweets
Jul 26
1/ Russian soldiers say they are facing a "catastrophic shortage" of fuel at the front lines due to Ukrainian drone strikes on refineries. Far less is available now, it's more expensive, and it's only being issued for vehicles owned by the army – excluding vast numbers in use. ⬇️ Image
2/ Soldiers interviewed by the independent Russian news site Verska says that a "catastrophic shortage" has made the situation "a complete mess". Just like civilians, the military is now being rationed to only 20 litres of gasoline per vehicle per day.
3/ The Russian army is also only issuing fuel to vehicles with military licence plates. As the vast majority of frontline vehicles (reportedly up to 90%) are privately owned, either by soldiers themselves or donated to them, this policy is likely having a big effect on mobility.
Read 16 tweets
Jul 26
A woman spent $200 at Kohl's during a promotion and walked out with $60 in Kohl's Cash.

She almost let it expire in a drawer, the way most people do. Instead, she waited for the next sale, stacked the $60 against a further discount, used a coupon on top, and bought $180 worth of items for about $70 out of pocket — using money that had technically already been spent once.

Kohl's has one of the most stackable discount systems of any major retailer, and most shoppers use maybe one layer of it at a time.

Here are 11 hidden Kohl's benefits and stacking tricks most shoppers never use 🧵
First — why this system is so easy to under-use.

Kohl's discount structure has more layers than almost any other retailer: Kohl's Cash, Kohl's Coupons, Yes2You Rewards points, and sale pricing can often all apply to the same transaction, stacked on top of each other.

Most shoppers use exactly one of these at a time — either the coupon they got in the mail, or the Kohl's Cash sitting in their wallet, rarely combining all of them on purpose in the same trip.

None of this requires a paid membership. Every layer described here is free to access, sitting behind an app most Kohl's shoppers already have installed.
1. Kohl's Cash — the mechanic from Post 1, and the most misunderstood part of the system.

During Kohl's Cash promotions, spending a set threshold (commonly $50) earns a fixed Kohl's Cash certificate (commonly $10 per $50 spent) redeemable during a specific future window, typically about 10 days later.

The critical detail most people miss: Kohl's Cash can be used alongside a sale price and a coupon on the same transaction — it's not an either/or discount, it stacks with nearly everything else on this list.

To use it: don't spend it immediately out of habit — waiting for the redemption window to overlap with another sale event multiplies its effective value.
Read 14 tweets
Jul 26
You're Drafting The WRONG Running Backs Off Name Value...

Here Are 5 RBs About To Outperform their ADP:
Rachaad White (WAS)

He's going off the board in Round 10, outside the Top 100 in most formats.

Washington just handed him a wide-open lane.

ESPECIALLY in the passing game.

Here's why that's a gift...
White is reuniting with his college QB Jayden Daniels... the chemistry is preloaded.

Jacory Croskey-Merritt offers next to nothing in the passing game.

So White faces MINIMAL competition for the receiving role in that backfield.

At his current price, that's a PPR steal...
Read 12 tweets
Jul 26
Project Freyja
🧵1/8
Ukraine isn't only asking for more Patriot missiles. It's helping build the next generation of European missile defence: Project FREYJA. A joint shield designed to stop ballistic missiles faster, cheaper, and at scale. Image
2/8
FREYJA won't replace Patriot or SAMP/T. It complements them by creating an integrated European anti ballistic network that combines the best technology from multiple partners.
3/8
Ukraine's contribution is the FP-7.x interceptor, developed by Fire Point. European partners provide advanced radars, sensors, command systems, and integration into NATO compatible networks.
Read 8 tweets
Jul 26
Every year a random player shocks the world and finishes very high in Fantasy Football…

In 2025 it was Jaxon Smith-Njigba (WR2)
In 2024 it was Brock Bowers (TE1)
In 2023 it was Sam Laporta (TE1)

Here are my 4 darkhorse candidates to finish as the overall RB1 this year🤫🏈 Image
Omarion Hampton (RB8)🟡

He averaged 16.5 points when getting 10+ touches last year

The Oline is healthy and Mike McDaniels came in to be the OC

Plus he still has no comp for touches

The talent is undeniable. A Year 2 breakout is coming📈
Saquon Barkley (RB9)🟢

Coming off a down year but let’s not forget about his 2000 yard and RB2 finish the year prior

This dude is still very talented and now has the 3rd easiest schedule

Plus AJ left so I expect them to run some more

Don’t sleep😴
Read 6 tweets
Jul 26
Fauci's Diary, Aug 11, 2020. @ScottAtlas_IT is vindicated. Trump thought he was brilliant, but Fauci and Birx managed to force him out.

Deborah Birx emails Fauci with a list of "dangerous" thoughts from Atlas... all which proved to be true. Image
Nov 15, 2020. "Crazy Scott Atlas is out there urging people of Michigan to 'rise up' against the restrictions put on by Michigan Governor Gretchen Whitmer to quell the outbreak." Image
Read 3 tweets
Jul 26
How To Heal 20 Years of Gut Damage in 30 Days (link at the end)

1/7) When I was 21, I was diagnosed with severe inflammatory bowel disease that ruined my life. It took me years to claw my way back to health.

Now, after a PhD, an MD, and nearly a decade obsessively experimenting on my own body, I now have a set of tools I believe can help heal the gut quickly and aggressively.

In today’s deep dive, I walk through them. But let’s give you a taste, here and now.Image
2/7) Here’s a remarkable fact: You can feed your gut even when you’re not eating.

There are structures in your intestine called Brunner’s glands that secrete mucin to nourish gut bacteria.

And these glands are regulated by your vagus nerve… which is influenced by your mental state.

In other words: there is a direct brain-to-gut pathway through which your mental state can literally feed or starve your microbes.

And the consequences are profound.Image
3/7) Disrupt this brain-gut pathway or send too much of the “wrong” signal, like chronic stress, and you can trigger:

• Bloating (shown)
• Other gastrointestinal upset
• Intestinal permeability (“leaky gut”) Image
Read 7 tweets
Jul 26
🧵I've long argued that the United States should reprioritize its focus in Europe when it comes to force posture and operational planning. BLUF: The core of the @NATO alliance today is the Northeastern Corridor (Scandinavian countries, Finland, the Baltic States, and Poland). 1/8
It is @NATO's new center of gravity. The US should work with #NortheastCorridor allies to develop joint operational concepts to close the GIUK–Norwegian Sea approaches, protect transatlantic sea lines of communication, and secure the Baltic Sea and NATO's eastern flank. 2/8
#NortheastCorridor aligns with the Hemispheric Defense strategy prioritized by the U.S. Joint plans should coordinate/integrate AMD systems for the European High North and the Baltic Sea. Combined with resilient basing, they would quickly build the capacity to deter Russia. 3/8
Read 8 tweets
Jul 26
At the heart of Jesus’ teachings lies the mystery of the Kingdom of God, which today’s Gospel likens to treasure and a pearl (cf. Mt 13:44–52). The parables convey the surprise of those who find something far beyond what they could have hoped for, so much so that selling or leaving everything behind no longer seems a sacrifice, but a gain.
The Kingdom of God reveals its inestimable beauty in different ways, but calls everyone — men and women, young and old, rich and poor — to a profound renewal. Everyone is capable of understanding it and is drawn to it.
While the consumer culture influences our tastes, constantly creating new needs only to sell us solutions that never satisfy, and that sometimes even poison the heart, we must learn to grasp what truly matters: the treasure of a relationship with God that opens us to joy and helps us to live our relationships with one another more fully.
Read 3 tweets

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