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Nov 30
🧵 When do silver shorts get into real trouble? (brainstorming, not financial advice) 🥈

1/ People keep asking: “At what price do shorts break?”

I don’t think it’s a single number. The real stress starts when paper can’t reliably source physical on time. Image
2/ Two kinds of pain:

Mark-to-market pain (price up → margin/volatility).

Delivery pain (“No cash. Deliver metal.”).
Big players can often manage the first. The second is where things get messy.
3/ Why the old “shorts die at $32 - $35 narrative didn’t play out:

Because the system likely had cushions:
cash incentives, OTC swaps/leasing, EFP-style routing, eligible→registered reclassification, and rolling behavior. Image
Read 15 tweets
Nov 30
Gas prices are down, but the energy price cap has gone up. Why are our energy bills going ever higher? A thread (1/n) Image
For context, we had the highest industrial electricity prices and second highest domestic prices in 2024 (source IEA/DESNZ) (2/n) Image
UK gas prices are are competitive compared to the EU, so the price of gas cannot explain why our electricity prices are so high. But European gas prices are much higher than US & Canada (3/n) Image
Read 15 tweets
Nov 30
🧵 Buy the Rumor. Watch Them Panic on the News.
1/
A wild rumor out of China just hit the silver world:

An AP supposedly stood for 400M oz of physical delivery.
Not paper. Not rollovers.
Actual metal. 🥈

Buy the rumor?
Stackers: We don’t sell the news.
2/
If true, that single request equals:
• Entire COMEX “registered” x several times
• A quarter of global annual mine supply
• The total free-float physical market… gone in one bite

And suddenly COMEX goes dark, “technical issue.”

Funny timing, right?
Read 10 tweets
Nov 30
THE WATCHERS, THE SEAS, AND THE EYES OF GOD

A deep search into the watchers above, the monsters below, and the cosmic battlefield surrounding mankind.

1. The Sudden Realization That Scripture Is Watching Us Back

There are moments in Bible study when the words do not just reveal information. They reveal a pattern that was always there, hiding in the light. Today was one of those days. I began tracing the word watch through Scripture, and it was as if a hand pulled a veil back from the entire supernatural structure of creation. This world is not blind. It is watched. It is observed. It is examined from above and stalked from below. Humanity is not wandering alone. Every man is being watched by someone. Sometimes by holy angels. Sometimes by fallen ones. Sometimes by pastors and shepherds. And sometimes by the serpent of the deep who watches with predatory intention. The Bible is not silent about any of this. It reveals that the world we live in is under surveillance at every level, and every watcher has a different purpose. Today I want to lay out this entire cosmic framework for you in the clearest way I can.

2. God Watches Humanity With a Perfect and Piercing Eye

The first watcher is God Himself. Scripture makes that absolutely clear. Second Chronicles 16:9 says that the eyes of the Lord run to and fro throughout the whole earth. Proverbs 15:3 says that the eyes of the Lord are in every place, beholding the evil and the good. God watches everything because everything belongs to Him. Nothing escapes His sight. Job 34:21 says His eyes are upon the ways of man. This is not passive observation. This is divine oversight. God watches the heart. God watches the thoughts. God watches the steps. God watches the secret places. God watches the motives. The world may be filled with shadows, but it is not hidden from the One whose eyes penetrate every layer of reality. The first watcher in Scripture is the Creator Himself, and His watchfulness establishes the standard for every other watcher in the supernatural hierarchy.

3. The Holy Watchers: Angels Commissioned to Observe the Affairs of Men

The second category of watchers appears in Daniel. Most Christians never study these passages, but Daniel gives us the clearest revelation of an entire class of angels whose role is to watch, observe, and even judge the affairs of men. Daniel 4:13 says that a watcher and an holy one came down from heaven. Daniel 4:17 says that Nebuchadnezzar’s humiliation came by the decree of the watchers. These are not fallen beings. They are loyal angels carrying out divine surveillance and heavenly justice. They watch kings. They watch nations. They watch moral decay. They watch pride rising in the hearts of rulers. The watchers are present whenever a judgment decree is delivered. They are not passive observers. They are representatives of the court of heaven. They move at the command of God. Their name describes their function. They watch because watching is part of the divine government.

4. Human Watchers: Shepherds, Prophets, and Saints in Spiritual Vigilance

There is another level of watching in Scripture. It is not angelic. It is human. Luke 2:8 says that shepherds kept watch over their flock by night. This is not a casual reference. It is a picture of pastoral vigilance, spiritual leadership, and human responsibility. When Christ told His disciples to watch and pray in Matthew 26:41, He was commanding the same spiritual vigilance. First Peter 5:8 tells the believer to be sober and vigilant because the devil walks about seeking whom he may devour. Watching becomes part of the believer’s duty because danger is present. Shepherds watch the sheep. Pastors watch the flock. Christians watch their hearts. Watching becomes a moral and spiritual discipline because we are caught between two realms that never stop watching us.

5. The Predatory Watcher Below: Leviathan and the Monster of the Deep

Now we reach the darkest layer of thisImage
structure. There is a watcher below the earth. His name is Leviathan. Job 41:34 says that Leviathan is a king over all the children of pride. Isaiah 27:1 identifies Leviathan as the piercing serpent, the crooked serpent, the dragon. Psalm 74:14 says that God will break the heads of Leviathan. This is not mythology. This is the biblical manifestation of the devil as the sea monster of the deep. The highest watcher is God. The loyal watchers operate under Him. Humanity watches because of spiritual danger. But the lowest watcher is the serpent who observes humanity with deadly intent. This is why First Peter 5:8 says that the devil walks about seeking whom he may devour. He watches like a predator stalking prey. He watches like the sea monster that waited for Jonah.

6. Job’s Cry of Surveillance: “Am I a Whale That Thou Settest a Watch Over Me?”

Here is where everything comes together. Job 7:12 says, Am I a sea, or a whale, that thou settest a watch over me. Job compares himself to a sea monster under surveillance. Why would a man say that. Because Job knew that dangerous creatures were watched. God sets watchers over threats, over dangers, over rebellion. Job felt the weight of divine surveillance and compared himself to Leviathan because he felt hunted by suffering and hemmed in by God’s attention. This is one of the most supernatural statements in Scripture. It reveals that the biblical world was fully aware of creatures in the deep that symbolized spiritual threat. Job felt as if he were being watched like Leviathan, and that means he understood that humanity stands in the middle of a cosmic conflict where everything dangerous is watched and everything valuable is guarded.

7. Jonah and the Sea Monster: A Descent Into the Domain of the Dead

Jonah reveals the second half of the sea mystery. Jonah 2:2 says that Jonah cried out of the belly of hell. Jonah 2:6 says he went down to the bottoms of the mountains. Jesus confirms the interpretation when He says that Jonah was three days and three nights in the whale’s belly in Matthew 12:40. Jonah did not sit in the stomach of a fish and write poetry. He died. He was dragged downward into the underworld realm beneath the sea. The whale becomes a type of Leviathan. A devourer. A sea monster. A creature used to pull a man downward into the land of death. Jonah becomes a picture of Christ because Christ descended into the heart of the earth and rose again the third day. The whale becomes part of the typology of death, burial, and resurrection. And the sea becomes the gateway to the deep where the great dragon reigns.

8. The Two Seas: One Above the Firmament and One Beneath the Earth

Most Christians have never seen this. Scripture reveals two seas. The first is the sea above the firmament. Genesis 1:6-7 says that God placed waters above the firmament. Revelation 4:6 says that there is a sea of glass before the throne. That is the upper sea. It reflects the glory of God. It is calm. It is clear. It is untouched by rebellion. The second sea is the one beneath the earth. It is the deep that Jonah descended into. It is the realm where Leviathan swims. It is the domain of the abyss. The upper sea belongs to God. The lower sea belongs to the serpent. This two sea structure mirrors the two realms of watchers. Heaven watches with holiness. The deep watches with hostility. Humanity lives between those two waters.
9. Angels Watching Human Affairs: A Spectacle to the Heavenly Host

Paul says something remarkable in 1 Corinthians 4:9. He says that we are made a spectacle unto the world and to angels. That means angels observe us as if watching a drama unfold on a stage. Angels watched Adam fall. Angels watched Noah build the ark. Angels watched Abraham intercede for Sodom. Angels watched Jacob wrestle. Angels watched Israel in the wilderness. Angels watched the birth of Christ. Angels watched the crucifixion. Angels watched the resurrection. Angels will watch the judgments of Revelation. Watching is not a metaphor. It is a literal function of spiritual beings in both the loyal and fallen orders. Humanity is under observation from two kingdoms at all times.

10. The Beast Rising from the Sea and the Final Manifestation of Rebellion

Revelation reveals the last layer. Revelation 13:1 says that a beast rises up out of the sea. That is not just a geographic image. That is theological symbolism. The sea is the realm of chaos, rebellion, and the abyss. It is the domain of Leviathan. When the final world system emerges, it rises from the realm where the serpent rules. Just as Jonah was dragged down by the sea monster, the final kingdom will rise from the same waters of rebellion. It is a manifestation of the watchers rebellion in its final form. It is the ascent of evil from the deep. And it will be destroyed by the One who alone can tread upon the waves of the sea in Job 9:8.

11. The Watchers Above, the Serpent Below, and Humanity in the Middle

Now the entire picture becomes clear. God watches from above. The holy watchers observe the nations. The devil watches from below. Leviathan stalks mankind from the deep. Humanity watches in spiritual vigilance. Shepherds watch sheep. Pastors watch flocks. The world is under full surveillance. Some watching is protective. Some watching is judicial. Some watching is predatory. Some watching is moral. All of it reveals that humans live in the most dangerous real estate in the universe because the destiny of humanity determines the outcome of the cosmic conflict. Angels watch because humanity matters. The serpent watches because humanity threatens his dominion. God watches because humanity bears His image.

12. The Great Irony: Humanity Becomes Its Own Watcher Under Christ

The final chapter of this study is the most surprising. Christ tells the believer to watch. Believers are commanded to be vigilant. They are told to watch for His coming. They are told to watch against temptation. They are told to watch for enemies. Watching becomes part of our sanctification. We are not passive pieces on the board. We become active participants in the spiritual war. The watchers above observe us. The serpent below stalks us. But in Christ we become watchers ourselves. We become guardians of doctrine. We become shepherds of souls. We become watchmen on the walls. Isaiah 62:6 says that God appointed watchmen on the walls of Jerusalem. The ministry of watching continues through the saints.

13. The Final Revelation: Watching Is the Language of Cosmic Warfare

In the end, this entire study reveals that watching is not a side topic. It is the language of spiritual conflict. The upper waters watch through holy watchers. The lower waters watch through Leviathan. Humanity watches through spiritual vigilance. And God watches over all with perfect sovereignty. The watchers who fell in Genesis 6 abandoned their post, but the watchers who remain continue their ministry. The watchers who rebelled became predators, but the watchers who remained loyal became protectors. The watchers below seek to devour, but the watchers above seek to defend. Watching is the theater of warfare between heaven and the deep.

14. Conclusion: Humanity Lives Under the Eyes of Eternity
Read 4 tweets
Nov 30
MARRY Her If She Has These 10 Green Flags:

(Man learn too late)

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1. She Respects You When You’re Not in the Room

A woman’s true nature isn’t revealed when she’s with you—it’s shown when you’re absent.

If her respect for you vanishes the second she’s around her girlfriends, coworkers, or family, then it was never real.

A high-quality woman doesn’t tear you down for laughs or gossip. She protects your name and your image, not because you asked her to, but because she values you like a king.

When a woman praises your strengths instead of airing your flaws, it’s a rare sign of long-term compatibility.

In private, this respect translates into emotional safety. She doesn’t belittle you when you’re vulnerable.
Read 14 tweets
Nov 30
SitRep - 29/11/25 - Russian shadowfleet tankers are burning

An overview of the daily events in Russia's invasion of Ukraine. For the first time, Ukrainian naval drones attacked Russian shadow fleet tankers in the Black Sea.

REPOST=appreciated

1/X Image
Image
Image
As usual we start with Russian losses
Read 26 tweets
Nov 30
Only four in ten UK households make a net contribution to the state

The richest households contribute £57k, the ninth decile £17k, and the eighth £11k. The poorest decile receives about £24k

1/4 Image
As well as direct benefits and taxes, ONS data allows us to add up “benefits in kind” - GP visits, schooling, bus passes.

The data shows that even middle earning households have gone from being net contributors in the 2000s, to net recipients today

2/4 Image
Does this matter? Until recently, the NHS “benefit in kind” amounts received by the richest and poorest working households were broadly similar.

But in the past few years, they have diverged.

3/4 Image
Read 4 tweets
Nov 30
DOULINGO COULDN'T TEACH ME FRENCH IN 2.5 YEARS

ChatGPT did it in just 4 weeks.

Here's the exact 7 Prompts I used:
1. Daily Conversation Trainer

“Teach me to talk like a native. Give me a short daily dialogue in French based on real-life situations. After the dialogue, quiz me with 5 questions.”
🎁 Bonus - Meco App

Get 100% FREE AI & Tech news delivered to you — no spam, just smart updates.

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Read 9 tweets
Nov 30
Next time Mr Polanski is asked a chldish 'gotcha' style question about debt interest, he should say these things, though not perhaps in this order.

1) Google it (apologies to A. Bandt).
2) Debt issuance by the UK Govt is a choice, not a necessity. It is not to fund deficits...
Currency issuers spend via currency issuance every day. They do not need to issue debt securities at all, from the point of view of paying for their spending.
Treasury securities are issued to provide safe assets to fund managers; to provide benchmark yields for private debt securities; and (in some circumstances) to drain cash from the money market for monetary policy purposes. Not to pay for anything.
Read 10 tweets
Nov 30
“Some current and former U.S. officials and law-of-war experts have said that the Pentagon’s lethal campaign — which has killed more than 80 people to date — is unlawful and may expose those most directly involved to future prosecution.” 1/4 washingtonpost.com/national-secur…
“The alleged traffickers pose no imminent threat of attack against the United States and are not, as the Trump administration has tried to argue, in an “armed conflict” with the U.S., these officials and experts say.” 2/4
“Because there is no legitimate war between the two sides, killing any of the men in the boats “amounts to murder,” said Todd Huntley, a former military lawyer who advised Special Operations forces for seven years at the height of the U.S. counterterrorism campaign.” 3/4
Read 4 tweets
Nov 30
@tlalane Saw someone repost your video about that white American who took in a white SA famiy. I guess he should have taken in some of you poor, innocent, sinless, never-do-wrong South Africanniցցers right?
@tlalane An entire thread of this. I'm sure apartheid made them this way. I'm sure they weren't feral animals to begin with for whom apartheid was a kindness.
@tlalane @threadreaderapp unroll
Read 3 tweets
Nov 30
In the early 19th century, Bombay was just a cluster of fishing islands: no Dalal Street, no South Bombay elite, no high-rises.

But by 1900, it was one of the richest port cities in Asia.
What changed?

Bombay’s initial wealth and power came from one illegal trade:
Opium.

● In the 1850s, opium made up 50% of India’s total exports
● Britain earned more from Indian opium than from Indian cotton for 30 years
● Bombay’s early Crorepatis made their first fortune off a banned substance

History is messier than you think.

This is the forgotten story of how dope money built Mumbai.

Read on.

Bookmark and retweet this thread to revisit it later

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By the 1820s, Britain had a problem:

They were obsessed with Chinese tea but didn’t want to pay for it in silver.

Solution?

Sell something China would pay silver for.

They chose opium.

And India—especially the Malwa region—was ground zero for poppy cultivation.
Opium was cultivated across Malwa (today’s Madhya Pradesh & Rajasthan), then trafficked to China via Bombay.

British merchants, Indian traders, and Chinese smugglers created a shadow supply chain that pumped millions into Bombay’s banks.

Everyone got high.

Bombay got rich.
Read 7 tweets

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