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Dec 3
BREAKING: THREAD: Trump holdovers at FBI & DoJ and Senator Ron Johnson delayed 1/6 investigation into Trump in 2021. 1/
According to sources, JP Cooney, who is now on Jack Smithโ€™s team, wanted to investigate Trumpโ€™s orbit including Roger Stone as early as February 2021, but Dโ€™antuono at the FBI (a Jim Jordan ally & the guy who delayed the Mar a Lago search warrant) blocked it. 2/

Dโ€™antuono called Mike Sherwin to warn him about Cooney. Sherwin is the guy who let Barr shorten Roger Stoneโ€™s sentencing recommendation (coincidentally written by Cooney) & let Barr drop the Flynn case. Sherwin and Dโ€™Antuono agreed to shut down Cooneyโ€™s top-down approach. 3/

Read 15 tweets
Dec 3
1. What I think is coming: An indictment that should charge Trump, Flynn, Giuliani, Perry, MTG, Jordan, Clark, Gaetz, Byrne and Russian intel officer[s] with seditious conspiracy, insurrection and/or levying war treason requiring pre-trial confinement.
2. Govt witnesses will be low-level conspirators recently charged and others who likely have secret plea deals like Epps, Meadows & Stone. Lee, Cruz & Tuberville could be charged but likely just unnamed co-conspirators. Case made on electronic evidence & corroborating testimony.
3. It will likely be a speaking indictment with detailed evidence of agreement to conspire. It may have a small amount of CIPA material that will relate to any of the Russian intel officer[s]' communications with US nationals who conspired to overthrow the Constitution.
Read 11 tweets
Dec 3
Weekly update to options market dynamics as promised. Original Thread linked. ๐Ÿงต

Gross market contract value increased noticeably by $20B this week, led by calls. Total value $410B. Image
This translates to gross delta in market at $3.32T. Call delta increased $185B to nearly 2 year highs, while put delta decreased by $81B to nearly 2 year lows. Image
Read 11 tweets
Dec 3
No matter what but the war continues. And RUAF are still trying to capture Avdiivka.

I donโ€™t know whatโ€™s going on but sometimes I think that the West is afraid of our Victory.

Well, doesnโ€™t matter. We will continue fighting till the end.

So Avdiivka thread. Part V๐Ÿงต๐Ÿ‘‡ Image
List of huge losses from October continues.

This BMP was destroyed 22.10.23

Two more BMPs from 19.10.23

Read 16 tweets
Dec 3
The big bond market whales have been dormant for years.

But they could be back with a vengeance in 2024.

Here is who the real bond market whales are.
And why they might be developing an appetite again.


โ€˜Who are the biggest whales in the bond market?โ€™โ€™

If youโ€™d go around and ask this question, most people would tell you thatโ€™s either the Fed or foreign Central Banks like the Bank or Japan or the Peopleโ€™s Bank of China.

Thatโ€™s wrong.

The chart here speaks more than 1,000 words: history shows (red boxes) how 70%+ of net buying flows in Treasury markets are attributable to pension funds, asset managers, insurance companies, and foreign investors.

Not the Fed.

3/ Image
Read 14 tweets
Dec 3
๐Ÿ“๐Ÿ’ก๐–๐ž๐ž๐ค๐ฅ๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ๐Ÿ’ก๐Ÿ“

Here's your round-up of top Carbon Dioxide Removal News/ Developments, Reports & Scientific Papers from this week (๐Ÿ๐Ÿ• ๐๐จ๐ฏ๐ž๐ฆ๐›๐ž๐ซ - ๐ŸŽ๐Ÿ‘ ๐ƒ๐ž๐œ๐ž๐ฆ๐›๐ž๐ซ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ‘):


๐Ÿงต0/15 Image
A carbon removal startup @carboculture had secured $18.3 million in ะฐ recent Series A funding round to advance the commercialization & implementation of its CDR technology. This Finnish-American firm aims to scale its projects to remove 20k of CO2/yr.
A British Columbia startup, @Arcaclimate, that has developed processes to speed up carbon sequestration at mine sites using mine waste has been awarded to $1.25 million grant to conduct a pilot project in Australia.
Read 17 tweets
Dec 3
1. I'm glad Br. Dilly clarified the use of "Sufi traditionalists".

2. Abdal-Hakim Murad has strong critiques of the nation-state, of the 'liberal' state, of state appropriation of religion, of ulama being coopted by the state & the 'caesaropapist clericy', and of Muslim elites.
He is neither sponsored by nor in league with rulers. He doesn't spend his days in the halls of power, but in the university around undergrads who refer to him as 'Tim' or in the community where he is 'Sh. Abdal-Hakim'. His thought is essentially Hallaqian & even proto-anarchist.
Importantly, his discourse, as @IbnMaghrebi has noted, strongly emphasises Islamicate sovereignty & reawakening Islamic civilizational consciousness (plus our responsibility to engage in da'wa).
Read 9 tweets
Dec 3
Copywriting has never been easier.

Using ChatGPT's internet search feature makes it accessible to everyone.

I've just created a great prompt for analyzing any web page and doing your copywriting from it โ†“ Image
Start by finding the link to an existing landing page that will serve as a base.

Try to take one that you know is effective and that converts visitors into leads or customers.

Then use my (big) prompt below which will analyze the structure and marketing in depth:
Hereโ€™s the first prompt:

โ€œAs a marketing consultant specializing in digital content analysis, scrutinize and evaluate the writing style, structure, and marketing techniques of the landing page at "YOUR LINK". Your assessment should include:

1. A detailed breakdown of the text on the page, segment by segment.
2. An analysis of each segment, focusing on its purpose and effectiveness in a marketing and copywriting context.

Your evaluation should be presented in a structured format:

- Begin by quoting or summarizing the text from a specific segment of the landing page.
- Follow with a bullet point analysis of that segment, explaining how the writing style, structure, and marketing techniques are employed and their intended impact on the reader or potential customer.

Ensure that your analysis is thorough and insightful, demonstrating your deep understanding of digital marketing strategies and copywriting principles. Maintain a professional and analytical tone throughout the report.โ€
Read 6 tweets
Dec 3
Why do people seem to be getting sick more often now?

For yet another year we are already seeing earlier and significantly higher hospital admissions for respiratory illness than pre-pandemic levels. Are there new mysterious pathogens starting to attack us now? ๐Ÿงต1/ Graphic of a person's body with a target on their chest and a COVID-19 arrow sticking in the bullseye, depicting an artistic representation of immune dysfunction. Prompt: "Create a graphic of immune dysfunction" by Microsoft Copilot.
Now that the excuses of lockdowns are starting to run out after 3 years, even the mainstream media are starting to understand and report what is going on ( ). H/T: @MeetJess 2/โ€ฆ
Dr Darien Sutton explains that the WHO and CDC are confirming the pathogens that are causing these increases in illness worldwide are not new but the usual suspects of RSV, COVID, adenovirus, strep pneumoniae and other bacteria including mycoplasma. 3/
Read 26 tweets
Dec 3
Both states have claims. But Hannity focused entirely on measures that favor FL (unemployment, violent-crime rate & homelessness) while ignoring all favoring CA-median income, health insurance, much lower rates of teen birth/infant mortality/firearm deaths, more life expectancy
Hannity essentially joined in a tag team w/DeSantis to frame the debate in terms familiar to his Fox audience that blue states are a chaotic hellhole of crime & "woke" liberalism.
The narrow focus on California and Florida made sense in a debate between their two governors. But those comparisons can obscure the bigger story, which is the expanding divergence between all the states in the red and blue sections.
Read 9 tweets
Dec 3
Just an off the cuff observations that all those who started career and made income - some alotta lotta money - and especially those who started or stayed in equity derivatives are basing calls and now insisting upon the Fed centric view of a monetary cycle with main focus FFR.
Yet those who are MMT and crypto, perhaps because most crypto guys despise the Fed are looking at only the economic data and ignore the Fed.

Strange to find myself a fellow travellers to be the crypto folks, even though I am certain is to be banned and is financial anarchy.
Be that it may, will take the association gladly of MMT and crypto folks (and the small cadre of Neo Keynesian or classical Keynsian remaining which I suspect is moi) as these folks are awake and see reality as is now and not into myth and fantasy and being "used".
Read 7 tweets
Dec 3
The rise of ordinals set the stage for the #Bitcoin ecosystem.

Robust first movers will thrive the ecosystem further and create the first path to real adoption.

Meet @bssbstable, the first stable coin backed a variety of brc20 assets.

Here is what we can expect ๐Ÿ‘‡๐Ÿป
BitStable has a dual-token system and a cross-chain compatible structure, and its tokens are $DAII and $BSSB.

DAII is a stablecoin which derives its value and stability from the robustness of the Bitcoin ecosystem assets, including BRC20, RSK, RGB, and Lightning Network.
Benefits of DAII being backed by variety of bitcoin eco assets:

-Stability: Diversifying the backing assets can reduce the volatility associated with any single asset.
Read 12 tweets

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