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1).
โAll People that on Earth do Dwellโ (1551) โ music by Loys Bourgeois (born in 1510โ1515 โ died c. 1561) [1], lyrics of Psalm 100 arranged by William Kethe (died 1594) [2].
A scene from โHomelandโ, S. I, Ep. IV (2011) [3] [4]
โAll People that on Earth do Dwellโ (1551) โ music by Loys Bourgeois (born in 1510โ1515 โ died c. 1561) [1], lyrics of Psalm 100 arranged by William Kethe (died 1594) [2].
A scene from โHomelandโ, S. I, Ep. IV (2011) [3] [4]
2).
Endnotes:
[1] fr.wikipedia.org/wiki/Loys_Bourโฆ
[2] en.wikipedia.org/wiki/William_Kโฆ
[3] en.wikipedia.org/wiki/Homeland_โฆ
[4] dailymotion.com/video/x6u4gcz
Endnotes:
[1] fr.wikipedia.org/wiki/Loys_Bourโฆ
[2] en.wikipedia.org/wiki/William_Kโฆ
[3] en.wikipedia.org/wiki/Homeland_โฆ
[4] dailymotion.com/video/x6u4gcz
Please unroll @threadreaderapp. Thank you in advance ๐
(1 of 3) This spring, the Trump administration told America that the Epstein Files were about 300,000 pages.
When I cited this figure on social media, MAGAs lost it, saying the Files were only a fraction of that figure.
Todd Blanche now says the Files are A MILLION PAGES.
When I cited this figure on social media, MAGAs lost it, saying the Files were only a fraction of that figure.
Todd Blanche now says the Files are A MILLION PAGES.
(2 of 3) Blanche implies that this is why he didnโt release the Epstein Files in full on Friday as required by law.
But his math simply isn't mathing.
Team Trump had 1,000 FBI agents working to prepare the Epstein Files for release for over *seven months*.
But his math simply isn't mathing.
Team Trump had 1,000 FBI agents working to prepare the Epstein Files for release for over *seven months*.
(3 of 3) That means each FBI agent only had to redact 140 pages a *month*.
But Iโve been a federal criminal investigator and have worked in redaction. Federal agents can redact more than 140 pages a *day*.
Easily.
This work shouldโve been completed long ago. This is a coverup.
But Iโve been a federal criminal investigator and have worked in redaction. Federal agents can redact more than 140 pages a *day*.
Easily.
This work shouldโve been completed long ago. This is a coverup.
Tucker Carlson has been praising Islam as he condemns Jews and Christians alike. He also said that he bought a home in Doha, Qatar to prove he was America First. Qatar does not allow Christians to be citizens nor does it allow Christians to openly practice their faith.
1)
1)
They must hide. I don't see how buying a home in a country that supports the Muslim Brotherhood that states it sees America as the "Big Satan" and hates our Judeo-Christian Western values and freedom is America First.
2)
2)
Their goal is to create a North American calioh@te ruled under sharia law. Judge him by his actions. Who is he supporting?
"Carlsonโs divisive, hateful, and dangerous rhetoric and his repeated glowing interviews with bigots and
3)
"Carlsonโs divisive, hateful, and dangerous rhetoric and his repeated glowing interviews with bigots and
3)
Some companies are just too hard to compete with.
If you are not interested in $GE, I don't understand your investing style.
After the highly successful spinoff, General Electric is now a pure-play aviation company.
Here is the breakdown on the aerospace moat ๐งต
If you are not interested in $GE, I don't understand your investing style.
After the highly successful spinoff, General Electric is now a pure-play aviation company.
Here is the breakdown on the aerospace moat ๐งต
1/ The Business Model & Portfolio
The revenue is broken up into two segments: Commercial (~75%) and Defense (~25%).
The strategy is Razor & Blade. GE sells engines (the razor) to capture the aftermarket (the blade). Because engines fly for around 30 years, the real ROI is in the service contracts.
They have a total installed base of ~70,000 engines and power 3 out of every 4 commercial flights globally.
Commercial (Airlines)
โข Narrowbody: Run via CFM, a 50/50 JV with Safran. The CFM56 is the cash cow (powers ~55% of narrowbody flights). The LEAP is the future (~75-80% market share for new deliveries).
โข Widebody: The GE9X is the exclusive monopoly for the 777X. The GEnx powers the 787 Dreamliner (~66% market share vs Rolls-Royce).
Defense (Military)
โข Fighters: The F414 is the exclusive powerplant for the F/A-18 Super Hornet.
โข Rotorcraft: The T700 is standard issue for the US Army (powers 100% of Black Hawks and Apaches). The new T901 recently won the contract to power the next generation.
The revenue is broken up into two segments: Commercial (~75%) and Defense (~25%).
The strategy is Razor & Blade. GE sells engines (the razor) to capture the aftermarket (the blade). Because engines fly for around 30 years, the real ROI is in the service contracts.
They have a total installed base of ~70,000 engines and power 3 out of every 4 commercial flights globally.
Commercial (Airlines)
โข Narrowbody: Run via CFM, a 50/50 JV with Safran. The CFM56 is the cash cow (powers ~55% of narrowbody flights). The LEAP is the future (~75-80% market share for new deliveries).
โข Widebody: The GE9X is the exclusive monopoly for the 777X. The GEnx powers the 787 Dreamliner (~66% market share vs Rolls-Royce).
Defense (Military)
โข Fighters: The F414 is the exclusive powerplant for the F/A-18 Super Hornet.
โข Rotorcraft: The T700 is standard issue for the US Army (powers 100% of Black Hawks and Apaches). The new T901 recently won the contract to power the next generation.
2/ The Moat
Certifying a completely new engine architecture typically takes 5 to 9 years of rigorous testing. The regulatory hurdles act as a filter on startups. In this industry, you cannot rush innovation or cut corners when safety is the only metric that matters.
Engines are deeply integrated into the airframe, so you cannot just swap them out. Beyond the hardware, airlines want standardization. Operating a mixed fleet is expensive, so they prefer a single engine type. This simplifies training for mechanics and pilots, saving them massive amounts of money.
Once an airline chooses GE, they are effectively locked into the ecosystem via "TrueChoice" agreements. This is like a subscription service where the airline pays a fixed rate per flight hour. In exchange, GE covers the risk of unexpected repairs. This financial safety net acts as a lock that makes it hard for a customer to walk away.
Developing a new engine program costs over $10 billion, meaning you need to sell thousands of units just to break even. A new entrant simply cannot match this volume or build the global repair network needed to compete.
Finally, they have a hidden tech advantage. The military effectively pays for their R&D, funding high-tech innovations that later go into commercial planes for free. And with 70,000 engines flying, they have decades of data to predict repairs perfectly.
Certifying a completely new engine architecture typically takes 5 to 9 years of rigorous testing. The regulatory hurdles act as a filter on startups. In this industry, you cannot rush innovation or cut corners when safety is the only metric that matters.
Engines are deeply integrated into the airframe, so you cannot just swap them out. Beyond the hardware, airlines want standardization. Operating a mixed fleet is expensive, so they prefer a single engine type. This simplifies training for mechanics and pilots, saving them massive amounts of money.
Once an airline chooses GE, they are effectively locked into the ecosystem via "TrueChoice" agreements. This is like a subscription service where the airline pays a fixed rate per flight hour. In exchange, GE covers the risk of unexpected repairs. This financial safety net acts as a lock that makes it hard for a customer to walk away.
Developing a new engine program costs over $10 billion, meaning you need to sell thousands of units just to break even. A new entrant simply cannot match this volume or build the global repair network needed to compete.
Finally, they have a hidden tech advantage. The military effectively pays for their R&D, funding high-tech innovations that later go into commercial planes for free. And with 70,000 engines flying, they have decades of data to predict repairs perfectly.
Were Manchester United solid defensively vs Aston Villa, and more importantly, is there improvement in the press?
Annotations: @LiveTagPro
Data visuals: Insight90 from @sahilgdwn & @adnaaan433
Annotations: @LiveTagPro
Data visuals: Insight90 from @sahilgdwn & @adnaaan433
Bruno & Mount locking Villaโs pivots, with Sesko leading the press and locking play to one side.
This triggered ball-side M2M as the near WB backed the press and the other dropped back.
Ugarte protected central space as the backline shifted ball side.
This triggered ball-side M2M as the near WB backed the press and the other dropped back.
Ugarte protected central space as the backline shifted ball side.
Here you can see the same approach taking place but on the opposite side with Dorgu pushing up & Shaw jumping from his line.
๐ฉBREAKING: Private credit fund managers have been shoving private assets into individual investors 401(k).
Note: Similar 401(k) products have already been sold to individual investors are in sharp decline this year.๐งต
Yep. First Brands is one of them.
Note: Similar 401(k) products have already been sold to individual investors are in sharp decline this year.๐งต
Yep. First Brands is one of them.
1. Culprits: KKR and Blackrock the worst performers in the publicly traded private-credit funds called BDCs.
Who's who: More than $2 trillion private-credit universe has been restricted to big investors and wealthy individuals.
BUT, there is a TRAP.
Who's who: More than $2 trillion private-credit universe has been restricted to big investors and wealthy individuals.
BUT, there is a TRAP.
2. BDC slump shows how the hot investment product can extract a harsh penalty from anyone who tries to get out at the wrong time, as individual investors often do.
YES, read that again, slowly.
YES, read that again, slowly.
SitRep - 21/12/25 - Russians abducted 50 Ukrainians from a border town..
An overview of the daily events in Russia's invasion of Ukraine. Russian forces crossed the state border near Hrabovske and abducted 50 civilians, mostly elderly women.
REPOST=appreciated
1/X
An overview of the daily events in Russia's invasion of Ukraine. Russian forces crossed the state border near Hrabovske and abducted 50 civilians, mostly elderly women.
REPOST=appreciated
1/X
Missed the latest SitRep?
As usual we start with Russian losses
Hereโs where โtrust the processโ rhetoric ends up. Dan received a godly admonition to be out of ministry for one year. As late as October, he was encouraged by Alan Hawkins to have mediation conversations with those he had wronged. ๐งตacnatoo.org/acnatoo-news/aโฆ
Against better judgment, I agreed to one of those meetings & yet they never happened because he is now transferring to another diocese with Bishop Alanโs approval. In > 1 year & transferring to a diocese w/ a bishop who has perhaps the lowest standards of any bishop in the ACNA.
Further, Alan Hawkins Has been going around saying that some of our reporting has been inaccurate. It would be great for Alan Hawkins to put in writing what he thinks these inaccuracies are?? He wonโt, because he canโt.
Things are kind of slow right now, so I'll cover the final portion of DataSet2, which is the middle 1/3 of the files arranged in order.
This continues what looks like a gathering at Epstein's NY Mansion. The guy on the right is Freeman Dyson.
EFTA00003406.pdf
This continues what looks like a gathering at Epstein's NY Mansion. The guy on the right is Freeman Dyson.
EFTA00003406.pdf
This is Benoit Mandelbrot, the topic of a viral post yesterday.
Most everyone knows by now that Epstein was cozying up to scientists for the purposes of spying, just like Robert Maxwell.
EFTA00003408.pdf en.wikipedia.org/wiki/Benoit_Maโฆ
Most everyone knows by now that Epstein was cozying up to scientists for the purposes of spying, just like Robert Maxwell.
EFTA00003408.pdf en.wikipedia.org/wiki/Benoit_Maโฆ
This may not be Epstein's mansion after all--there's a credit card for payment on the table, indicating that it's probably a restaurant.
EFTA00003409.pdf
EFTA00003409.pdf
$BTC Sunday update:
What really happened on October 10th?
From trusted intel I received this week, supposedly, several Market Makers caught in the volatility had big losses on October 10th.
Consequently, they've been selling assets to rebalance. What does this mean?
๐งตโ(1/5)
What really happened on October 10th?
From trusted intel I received this week, supposedly, several Market Makers caught in the volatility had big losses on October 10th.
Consequently, they've been selling assets to rebalance. What does this mean?
๐งตโ(1/5)
It means that there shoudn't be much left to sell.
They started selling from $115k-$110k, and they could be buying now at these levels, 25% cheaper.
And if price pumped, they would recover most of their losses.
The question is, who is left to sell? how much is left to sell?
They started selling from $115k-$110k, and they could be buying now at these levels, 25% cheaper.
And if price pumped, they would recover most of their losses.
The question is, who is left to sell? how much is left to sell?
I believe that there probably isnโt much left to sell right now.
So the main bearish scenario is a sweep of the lows.
Losing $80k would take price to the next support at $73k-$72k, but this information makes it more unlikely - unless if there is a new trigger for it to happen.
So the main bearish scenario is a sweep of the lows.
Losing $80k would take price to the next support at $73k-$72k, but this information makes it more unlikely - unless if there is a new trigger for it to happen.
an easier explanation would be that after like 3-4 years of AI content being absolutely crammed into every inch of online, and the people posting it demanding that they be treated as geniuses and conquerors or trying to trick people into thinking its real, people are tired of it.
Screenshotted to not give him more blue check engagement bucks not because Iโm afraid of conflict
But to continue the thought, itโs incredible to see dudes spend several years absolutely flooding all space online with churned out content sludge while acting pompous and domineering about it and then play dumbfounded that people might get tired of it.
@Shaney_Cakes @stardustgravit from the Sacred Text, The Sexual Outlaw, by John Rechy, page 104:
The shorter man licks Jimโs ass . .
The tall man licks the point of contact, Jimโs cock and balls and his loverโs ass . . .
Cum gathers with the sudden joyous rush of amyl as Jim fucks the smooth hole . . .
1/
The shorter man licks Jimโs ass . .
The tall man licks the point of contact, Jimโs cock and balls and his loverโs ass . . .
Cum gathers with the sudden joyous rush of amyl as Jim fucks the smooth hole . . .
1/
@Shaney_Cakes @stardustgravit The Word of the Lord.
Thanks be to God the Top @stardustgravit
His large Penis
and His ass
ass
ass
hot muscular ass
for my masculine rim Worship
my total oral Worship
of Him, in all His aspects
Holy Sacrament of poppers
as He Fucks His hot bottom @Shaney_Cakes
2/
Thanks be to God the Top @stardustgravit
His large Penis
and His ass
ass
ass
hot muscular ass
for my masculine rim Worship
my total oral Worship
of Him, in all His aspects
Holy Sacrament of poppers
as He Fucks His hot bottom @Shaney_Cakes
2/
@Shaney_Cakes @stardustgravit in his ass
ass
ass
hot muscular ass
for my masculine rim Worship
my total oral Worship
of Him, in all His ass-pects
that these two hot masculine Men
may Make Love
Their masculine male masculinity
also on behalf of the entire community of masculine Men.
3/3
ass
ass
hot muscular ass
for my masculine rim Worship
my total oral Worship
of Him, in all His ass-pects
that these two hot masculine Men
may Make Love
Their masculine male masculinity
also on behalf of the entire community of masculine Men.
3/3
