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Feb 12
Roger Froikin @rlefraim wrote, "THE NEW INDIA-USA TRADE DEAL - A BRIEF LOOK

I waited until I could read it and I am very happy to see a lot of positive elements, especially considering how in the past US-India relations were often at odds,
1)
partly because of Indian protectionism and party because of political considerations on both sides, both of which were essentially without much sense.
2)
In short, the new agreement opens the door to a lot more trade between the USA and India in addition to a lot more investment into development in India. Tarriffs are to be lowered, with the prospect of further reductions as time passes.
3)
Read 16 tweets
Feb 12
1/ This chart shows the 1-Month SKEW for $SPX β€” and it’s flashing a strong PUT BIAS.

Let’s break down what that means in simple terms. πŸ§΅πŸ‘‡ Image
2/ First: What is β€œskew”?

Skew measures the difference in demand between:

β€’ Downside protection (puts)
β€’ Upside speculation (calls)

When skew rises β†’ traders are paying more for downside protection.
3/ Right now, skew is in the 95th percentile over the last 3 months.

That means:

β€’ Put demand is higher than 95% of recent readings.
β€’ Traders are aggressively hedging downside risk.

That’s elevated fear / caution in the options market.
Read 8 tweets
Feb 12
COMEX Is Bleeding Silver.

🧡 1/

While everyone watches the price…
COMEX silver is quietly bleeding.

And almost nobody is talking about it. 🩸πŸ₯ˆ

Let’s look at what just happened.Image
2/

πŸ“‰ TOTAL REGISTERED SILVER:

Was: 101,394,888 oz
Now: 98,138,005 oz

πŸ’₯ βˆ’3,256,882 oz
In. One. Day.
Registered = metal ready for delivery.

That’s the ammo pile shrinking.
3/

πŸ“‰ TOTAL COMBINED STOCKS:

Was: 386,273,024 oz
Now: 381,568,803 oz

πŸ’£ βˆ’4,704,221 oz gone.
Not a paper move.
Not a spreadsheet trick.

Physical silver leaving the system.
Read 13 tweets
Feb 12
She is one of the most powerful women in tech.

She worked at Tesla, launched ChatGPT, and oversaw GPT-4.

Her biggest flex? She refused billions from Mark Zuckerberg and built a $50 billion company instead.

This is the Mira Murati story: Image
She was the daughter of two teachers in Albania who pushed books, languages, and competition.

By her teens, she was winning math Olympiads.
At 16, she left for Canada on a scholarship.
By 23, dual degrees from Colby and Dartmouth.

And she was just getting started. Image
Then came the career moves that don't look linear until you see the pattern:

β€’ Engineer at Zodiac Aerospace
β€’ Senior Product Manager on Tesla's Model X
β€’ VP of Product and Engineering at Leap Motion

Every job pushed her closer to the frontier of human-machine interaction. Image
Read 12 tweets
Feb 12
NEW: We are filing an unprecedented civil RICO lawsuit to dismantle a fraudulent slumlord empire in DC.

The Razjooyans spun a web of brazen fraud and severe housing neglect that exploits tenants, lenders, and the District β€” and worsens DC's housing crisis.

We will shut it down.
Together, Sam Razjooyan, Ray Razjooyan, and Houri Razjooyan have acquired dozens of apartment buildings in DC.

They have no interest in their upkeep.

Instead, they are using the buildings as bait to secure more and more loans in a Ponzi-like scheme to line their own pockets.
The scheme works like this.

First, Razjooyan finds a distressed building.

Next, he secures a loan from lenders to buy the building by promising to redevelop it and turn it into a cash cow β€” full of tenants who receive lucrative housing subsidies reliably paid by DC government.
Read 15 tweets
Feb 12
How much influence would Epstein have on the Trump administration, if Epstein was alive and running his network today?

(Is it a fair question to ask, I don't know. Just wanted to see Groks answer)
x.com/i/grok/share/3…
"Through Bannon, Musk, Lutnick, and Thiel, Epstein could shape policy in tech, finance, and foreign affairsβ€”potentially 7/10 impact, akin to his real post-conviction sway (e.g., advising on Palantir, global populism)."

[Certainly not my kind of "populism", but this is Grok]
full prompt: Image
Read 14 tweets
Feb 12
πš‹πš’πšπšŒπš˜πš’πš— πšŠπš’πš—'𝚝 πš‘πšŽπš›πšŽ 𝚝𝚘 𝚜𝚊𝚟𝚎 πšπš‘πšŽ πšπš˜πšπšπšŠπš–πš— πš πš˜πš›πš•πš.
πš’πš'𝚜 πš‘πšŽπš›πšŽ '𝚌𝚊𝚞𝚜𝚎 πšπš‘πšŽ πš πš˜πš›πš•πš'𝚜 𝚊 πšπš’πš•πšπš‘πš’ πšŠπšπšπš’πšŒπš 𝚝𝚘 : πšŒπš‘πšŽπšŠπšπš’πš—πš πšπš’πš–πšŽ,
πšŒπš‘πšŽπšŠπšπš’πš—πš πš™πšŠπš’πš—,
πšŒπš‘πšŽπšŠπšπš’πš—πš πšπšžπšŒπš”πš’πš—πš πšπšŽπšŠπšπš‘.
𝚠𝚎 πš“πšŽπš›πš›πš’-πš›πš’πšπšπšŽπš πšπš‘πšŽπšœπšŽ πš‹πšŠπšœπšπšŠπš›πš πšœπš’πšœπšπšŽπš–πšœ, πšœπš–πšŽπšŠπš›πš’πš—πš πš•πš˜πšœπšœπšŽπšœ πšŽπšŸπšŽπš›πš’πš πš‘πšŽπš›πšŽ,
πšœπš‘πš˜πšŸπš’πš—πš πšœπš‘πš’πš πšπš˜πš πš— πš’πš—πšπš’πš—πš’πšπšŽ πšŠπš•πš•πšŽπš’πšœ.
πšŠπš—πš πš’πš πš πš˜πš›πš”πšŽπš πš•πš’πš”πšŽ 𝚊 πšŒπš‘πšŠπš›πš–:
πšŠπš–πšŽπš›πš’πšŒπšŠ πšžπš—-πšπšžπšŒπš”πš’πš—πš-πš‹πš›πšŽπšŠπš”πšŠπš‹πš•πšŽ,
πš–πšŠπš›πš”πšŽπšπšœ πš™πš›πš˜πš™πš™πšŽπš πšžπš™ πšπš˜πš›πšŽπšŸπšŽπš›,
πšŠπš™πš˜πšŒπšŠπš•πš’πš™πšœπšŽπšœ πš˜πš— πšŽπš—πšπš•πšŽπšœπšœ πšœπš—πš˜πš˜πš£πšŽ.
Read 6 tweets
Feb 12
What Epstein & Co did to people is terrible, full stop.
But can we look at what they WANTED to do to people?
What they were actively working on in their hallowed halls of 'science' and 'academia?'
Here's Robert Trivers imagining the perfect engineered bodies for fetish sex 1/4 Image
2/4 Trivers "one of the world's foremost evolutionary biologists" gave a TED Talk called "Deceit and Self-Deception: fooling ourselves the better to fool others."

It's a hallmark of these pseudo-intellectual perverts, isn't it? Deception? Image
3/4 Bret and Heather Weistein just did a full hour of excuse-making for Trivers.
It figures that they would - Both were mentored by Trivers. He officiated their wedding. Bret lived with Trivers' family in Jamaica. (more here)
Read 4 tweets
Feb 12
Justice That Works: Report of the Scottish Sentencing and Penal Policy Commission - Some thoughts - a Thread - Full Report URL: shorturl.at/1g10f

My Research URL: shorturl.at/NnEnd

A Thread:
1/
Scotland’s β€œJustice Works” report promotes expanding alternatives to prosecution as efficient, rehabilitative, and victim-centred. This thread presents findings from my research critically evaluating that policy position.
2/
The Commission frames alternatives, including fiscal fines, diversion, and restorative measures, as proportionate mechanisms capable of reducing pressure on courts and custodial institutions.
Read 26 tweets
Feb 12
🏳️ I PLEDGE ALLEGIANCE 🧡

What is allegiance? It is devotion or loyalty to a person, group, or cause.

Where is your allegiance today? More importantly, where should it be as a Christian?
πŸ” God is Actively Searching

The Word of God tells us that He looks all over the earth, searching for those whose allegiance is to Him!
"For the eyes of the LORD run to and fro throughout the whole earth, to shew Himself strong in the behalf of them whose heart is perfect toward Him." β€” 2 Chronicles 16:9
Read 14 tweets
Feb 12
1/ Telegram is deeply embedded into Russian military units' internal communications, providing functionality that MAX, the Russian government's authorised app, doesn't have. A commentary highlights the vast gap that is being opened up by the government's blocking of Telegram. ⬇️ Image
2/ The Two Majors Charitable Foundation writes that without Telegram, information exchange, skills transfer, and moral mobilisation work within the Russian army will be crippled:
3/ "I'd really like to add that for a long time, we've been gathering specialized groups in closed chats, including those focused on engineering and UAVs, to share experiences and build a knowledge base. Almost everyone there is a frontline engineer.
Read 11 tweets
Feb 12
Final interview.

They ask:

β€œHow would you use AI to improve this role in your first 90 days?”

Your mind freezes.

You say something vague about automation and efficiency.

Interview ends. No offer.

Here’s what they actually want.
They are not testing if you know fancy AI tools.

They are testing if you can think.

They want to see if you understand:

- The business
- The role
- The problems
- The results

If you answer with buzzwords, you fail.
If you answer with a plan, you win.

Here is the simple structure to follow.
Step 1: Show you understand the job

Start like this:

β€œIn the first 30 days, I would focus on understanding [core responsibility], [key workflow], and where time or revenue is being lost.”

Example (Sales role):

β€œIn the first 30 days, I would study the lead pipeline, how reps follow up, and where deals are getting stuck.”

Now they know you get the job.
Read 9 tweets

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