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Dec 19
@LibrarySheet @benphillips76 1).
Oboe Concerto in D minor, S D935 [1], Adagio (2nd movement), BWV 974 attributed to the Alessandro Marcello (1673โ€“1747) [2]. The piece became known thanks to its transcription by Johann Sebastian Bach (1685โ€“1750) [3] [4] for harpsichord from 1715.
@LibrarySheet @benphillips76 2).
A performance of the piece by Glen Gould (1932โ€“1982) [5] [6] [7] from 1979 [8].
Read 5 tweets
Dec 19
๐Ÿงต๐Ÿšจ JAPAN JUST QUIETLY TOUCHED GLOBAL MARKETS
(And 99% of investors still donโ€™t see it)

On Dec 19, 2025, the BOJ raised rates to 0.75% - the highest since 1995.

But the rate hike isnโ€™t the story.

The commentary is.

Read this slowly ๐Ÿ‘‡
1/ For 30 YEARS, Japan ran the worldโ€™s most powerful cheat code.

๐Ÿ’ด Borrow yen at near-zero
๐ŸŒ Invest anywhere else
๐Ÿ’ฐ Pocket the difference

This single policy injected TRILLIONS into global markets.

That era is ending.
2/ Let this timeline sink in โณ

โ€ข 2016โ€“2024 โ†’ โŒ Negative rates
โ€ข Mar 2024 โ†’ Exit negative policy
โ€ข Aug 2024 โ†’ 0.25%
โ€ข Jan 2025 โ†’ 0.50%
โ€ข Dec 2025 โ†’ 0.75%

This is not a one-off hike.
This is directional change.
Read 22 tweets
Dec 19
Tata has 29 listed companies.
Adani has 10.
Bajaj has 6.
All under the same group name.

This structure often kills value.
80% of group companies globally trade at a discount.

But post-demerger?
Valuations can jump 30โ€“60% within a year.

A thread on Indiaโ€™s great demerger wave:

Bookmark and retweet this thread to revisit it later.Image
For decades, Indiaโ€™s biggest groups ran like empires.

One parent. Dozens of businesses.
All controlled under one umbrella.

It gave power, control, and stability.

But in stock markets? It created something dangerous:

Conglomerate Discount.

Whatโ€™s a Conglomerate Discount?

Letโ€™s say a business group has:

โ— โ‚น40,000 Cr in Steel
โ— โ‚น30,000 Cr in Power
โ— โ‚น30,000 Cr in Chemicals

Total: โ‚น1 Lakh Cr in value.

But the stock market says:
โ€œToo complicated. Hard to value. Letโ€™s just price you at โ‚น60,000 Cr.โ€

This is the conglomerate discount โ€” when the whole is worth less than the sum of its parts.
Why does this happen?

Because investors hate complexity.

When one company runs 10 businesses:

โ— You canโ€™t benchmark it easily
โ— You donโ€™t know whatโ€™s dragging what
โ— Capital gets misallocated
โ— Profitable arms fund weaker ones
โ— Governance gets murky

So the market punishes it.
Read 6 tweets
Dec 19
@FoxNews @Shayan86 1).
โ€žInvestigators identified the vehicle that Claudio Manuel Neves Valente, 48, had rented and drove from Boston to Brown University and back to Boston, U.S. Attorney Leah B. Foley said.
@FoxNews @Shayan86 2).
โ€“ ยปAnd then there was the security footage that captured him within a half-mile of the professorโ€™s residence in Brooklineยซ โ€“ she said.โ€

Dec. 18/19, 2025

@NBCNews nbcnews.com/news/us-news/lโ€ฆ

@BBCNews bbc.com/news/live/crk7โ€ฆ
@FoxNews @Shayan86 @NBCNews @BBCNews Please unroll @threadreaderapp. Thank you in advance ๐“ƒ 
Read 3 tweets
Dec 19
1).
Rant Fรผhrer of the US in Orange Makeup, @POTUS's @realDonaldTrump [1], โ€žcontained no news, other than an example of his contempt for the U.S. military, whose loyalty he thinks he can purchase with a onetime $1,776 bonus check.
2).
This is projection: @realDonaldTrump has shown his willingness to be bought off with gold bars and trinkets, and he may think that the men and women of the armed forces are people of equally low character [2].โ€
Read 4 tweets
Dec 19
Before Alexander was โ€œthe Great,โ€ he was just a young man with the weight of expectation crushing him.
People doubted him. Whispered he wasnโ€™t legitimate.
Sound familiar?
So he did something most rulers wouldnโ€™t dare do.
He didnโ€™t conquer another city.
He walked into the desert โ€” alone โ€” to ask who he really was.
The Oracle of Siwa wasnโ€™t about prophecy.
It was about permission.
Alexander needed to know whether he should trust the voice inside himโ€ฆ or the noise outside.
Read 12 tweets
Dec 19
Hi there, all of my new followers. Welcome to the rabbit hole.

In the replies below are some of the most important things I've posted recently.

I just saved you a ton of scrolling time. ๐Ÿ‘‡
My interview with @walterkirn about how the media is hypnotizing you into becoming a character in the stories they create.

My interview with @JoshuaLisec about how to steal persuasive branding and re-brand it with your own hyper-persuasion

Read 4 tweets
Dec 19
The STEN.

In 1940 Britain only porduced the heavy and complex Lanchester SMG, a copy of the 1920s German MP28. The Lanchester was designed for use by naval boarding parties and also issued to the the RAF Regiment. It was made of high quailty materials and expensive to produce. Image
Large numbers of Thompson SMGs were ordered from the United States in 1939, but supply could never meet demand, especially after the US entered the war in 1941. The Thompson was also expensive to produce and relatively complex. Image
In 1940 the Design Department at the Royal Arsenal at Woolwich and the Royal Small Arms Factory at Enfield worked tegether to develop a simplified mass-production weapon, based the the Lanchester's action, compatable with the Lanchester/MP 28 magazine and 9x19mm Parabellum round. Image
Read 18 tweets
Dec 19
A smartphone isnโ€™t truly smart without the right apps.

Here are 15 must-have applications you probably havenโ€™t discovered yet. Image
1/ Framedrop

Turn long videos into:

Short videos
TikTok videos
Short videos
Dynamic videos, etc.
2. Beta-Maniac

If you like to tinker with your mobile, you probably want to sign up for the betas of many of the apps you have installed.

Beta-Maniac makes it a lot easier for you.
Read 12 tweets
Dec 19
THREAD ๐Ÿงต | Maa Lakshmi Mantras that attract wealth, peace & divine grace โœจ

Maa Lakshmi is not just the goddess of money.
She is the energy of abundance, purity, fortune & stability.

These powerful mantras can transform your destiny if chanted with faith ๐Ÿ‘‡ Image
1๏ธโƒฃ Om Shreem Mahalakshmyai Namah ๐Ÿชท

This is the seed mantra of prosperity.

โœจ Removes financial blocks
โœจ Attracts abundance
โœจ Brings stability in life

Chant daily, even once โ€” consistency matters more than count.
2๏ธโƒฃ Om Hrim Shrim Lakshmibhyo Namah ๐Ÿ’›

This mantra balances wealth + wisdom.

๐Ÿ”ฑ Hrim = divine energy
๐Ÿช” Shrim = prosperity

Together, they invite pure, sustainable success, not temporary gains.
Read 7 tweets
Dec 19
Phone and bluetooth radiation can induce damage in the brain and open up the blood brain barrier, striking research has uncovered.

(๐Ÿงต1/8)Image
This study examined the impacts of microwave radiation on the brains of animals.

They exposed animals to cages of this type of radiation and then compared them to animals without the radiation. Image
Microwaves are the most common type of man-made radiation we come into contact with on a day to day basis.

This type of wave is emitted when charges oscillate, in this case electricity.

The waves are characterized by their frequency (below) and wavelength.

It can be from any of these sources below.Image
Read 10 tweets
Dec 19
@DefiantLs @RepMikeQuigley

Here are fine immigrants who have successfully assimilated. startribune.com/are-mn-hmong-rโ€ฆ
@DefiantLs @RepMikeQuigley alphanews.org/islamic-centerโ€ฆ
@DefiantLs @RepMikeQuigley justice.gov/opa/pr/serial-โ€ฆ
Read 4 tweets

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