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May 20
al-Bukhari (30) and Muslim (1661) Clarified.

This hadith is talking regarding a believing servant. Image
“And do not burden them with what they cannot bear. If you do burden them, then help them,” meaning, do not demand more work from them.
dorar.net/hadith/sharh/8…Image
@threadreaderapp unroll
Read 3 tweets
May 20
Germany is the epicentre of the China Shock 2.0 reverberating in global markets

In a new paper, @Brad_Setser and I show the shock is a key driver of Germany’s economic malaise. And it's accelerating

Berlin needs to stop admiring the problem, and join efforts to fight back

1/ Image
China’s exploding exports are squeezing German firms in cars, machinery, chemicals and aerospace in China, third markets and increasingly Europe itself.

The drag from falling net exports has accelerated sharply since 2023, amounting to roughly 3% of German GDP.

2/
The damage has fed through to industrial production, with sectors most exposed to Chinese competition shrinking fastest.

Germany isn't alone. Every major EU economy except the Netherlands (buoyed by chipmaking giant ASML) has seen exports to China fall

Bureaucracy anyone?

3/ Image
Read 18 tweets
May 20
Handelsblatt has -- on its front page -- an article summarizing my new paper with Sander Tordoir on Germany's need to find policies to actually fight back against the second China shock

handelsblatt.com/politik/deutsc…

1/ x.com/CER_EU/status/…
China's industrial structure -- as the ECB and others have noted -- increasingly overlaps with that of Germany ... with autos being the most obvious case.

And the China shock there won't go away on its own; Chinese auto export growth accelerated in the last 12ms

2/ Image
The China shock is also visible in the global data -- an undervalued Chinese currency propelled Chinese exports to grow much faster than global trade. China is now big, so that meant someone else's exports had to grow more slowly than global trade ...

3/ Image
Read 6 tweets
May 20
There were two friends

They both each received $4000 in USDT on their CEx, the first friend thinks to himself 'Really nothing to do with it, so let me just leave it for now", so he does

The Second one also doesn't have much to do with the money, but .... 🧵🧵 Image
he needs a passive income source and can't just let it stay dormant in his Exchange for months. Then he remembered an App he heard about some while ago on Twitter @coinexcom Image
CoinEx is a global crypto exchange, that offers services like buying, selling and trading of cryptocurrencies, securely.

But its most important feature is that you can stake popular coins like BTC, Eth, Sol, USDT, USDC and earn daily, without the headache of lockup periods.
Read 8 tweets
May 20
Speaking of silly, can we agree that the WHO has Ebola experts?

Let's talk about PPE, and a bias towards "less PPE is better." Image
The WHO EBOLA IPC guidance:


Foreshadow on PPE

"...due to the desirability of an off-
the-face design, and not for protection from aerosols, respirators may be used instead of medical masks"who.int/publications/i…
If you can stay 3 feet away while screening? No medical mask needed. Image
Image
Read 12 tweets
May 20
1/ Russia actually won the war in Ukraine in 2023 – but the Ukrainians changed the paradigm in 2025 and have turned the tables on the Russian army since. So claims RT journalist Alexander Kharchenko, who calls for Russia to change its approach fundamentally. ⬇️ Image
2/ Writing on the 'Witnesses of Bayraktar' Telegram channel, Karchenko says:

"We won! You heard right. In a war of "will and steel," the Russian military machine crushed Western proxy forces in Ukraine."
3/ "In 2023, we proved to everyone that the Russian state, despite all the difficulties, can accumulate resources. We crushed the enemy in Bakhmut, and mines, ATGMs, and artillery made Robotyne synonymous with Verdun.
Read 10 tweets
May 20
How the ECG Tells You Where VT Is Coming From

1️⃣ When a rhythm comes from the ventricles, it travels slowly across muscle instead of racing through the Purkinje system. That’s why VT is wide, fast, and regular. Image
2️⃣ Next trick: look at the bundle-branch pattern.

- VT that looks like LBBB usually started in the right ventricle.
- VT that looks like RBBB usually started in the left ventricle.
Impulse travels away from its origin as if the opposite bundle is blocked. Image
3️⃣ VT comes from the RVOT =most common idiopathic VT
It has LBBB shape with a strong inferior axis (big positive in II, III, aVF).
These patients often feel palpitations during exercise or stress. Image
Read 11 tweets
May 20
SitRep - 19/05/26 - More long-range strikes in Russia

An overview of the daily events in Russia's invasion of Ukraine. Ukrainian drones hit Yaroslavl, Ryazan and Snizhne and the General Stafff confimed hits in Kstovo.

REPOST=appreciated

1/X Image
As usual we start with Russian losses
Read 24 tweets
May 20
In 2021, Mukesh Ambani announced a 40 GWh cell gigafactory at Jamnagar, scaling to 100.

In May 2026, Reliance is back in talks with CATL — to buy finished cells and package them into Indian boxes, with press releases still calling it manufacturing. 🧵 Image
Reliance is not alone. Exide's cells are licensed from SVOLT, Amara Raja's from Gotion and Highstar, Tata's Agratas from AESC — the Chinese-owned maker that has a board seat.

Every conglomerate that set out between 2021 and 2023 to build cells has retreated to assembling them. Image
Licensing now, R&D later, has been a plausible playbook — CATL was a TDK licensee, Samsung SDI started on Japanese chemistry.

But the trick is to pair the licensing with R&D investment at scale, and the Indian conglomerates have done the licensing without the R&D.
Read 6 tweets
May 20
Nephew of #SavukkuShankar moves #MadrasHighCourt challenging his detention under the goondas act.
APP Muniyapparaj asks for an adjournment since the new PP wants to argue the case Image
Shankar's counsel informs the court that he has been granted bail in the ground case by a vacation bench

Read the details of bail order here:
livelaw.in/high-court/mad…
Vacation bench of Justice GR Swaminathan and Justice V Lakshminarayan decide to hear the case tomorrow
#MadraaHighCourt
#SavukkuShankar
Read 3 tweets
May 20
Q: What are the top-3 innovations Germany looks up to in Ukraine?

Pistorius: AI, drones, including UAV, and for us it's very important to develop a long-range missile, an anti-ballistic missile.

We need more European solutions for what we are now forced to buy elsewhere.

1/
Fedorov: Our goal is to intercept 90–95% of missiles and Shaheds.

Ukraine launched the world's first 'Short-Range Air Defense' structure within the Air Force. Interceptor drones now hit 50–75% of Shaheds.

Germany is investing in Ukrainian Air Defense.

2/
Pistorius: I really admire the creativity and power of innovation in Ukraine. Not everything has to be invented in Germany.

We have to see what we can learn, what we can improve — or what we can just copy.

3/
Read 6 tweets
May 20
BREAKING: AI can now create dividend portfolios that can generate $100,000 in passive income a year — for free.

Here are 12 powerful Perplexity prompts With which you will find safe + growing dividend stocks.

Save this thread. 🧵 Image
1. The Berkshire Hathaway Dividend Stock Screener

"You are Warren Buffett evaluating dividend stocks for Berkshire Hathaway's $300B+ equity portfolio — selecting only companies with such durable competitive advantages that they can pay and grow their dividends for the next 50 years without interruption.

I need a complete dividend stock screening analysis that separates safe compounders from dividend traps.

Screen:

- Consecutive dividend increases: how many years in a row has this company raised its dividend (25+ = Aristocrat, 50+ = King)
- Dividend growth rate: annualized dividend growth over 3, 5, and 10 years (I want 7%+ to outpace inflation)
- Payout ratio from earnings: percentage of net income paid as dividends (below 60% is safe, above 75% is danger)
- Payout ratio from free cash flow: percentage of FCF paid as dividends (more reliable than earnings-based ratio)
- Revenue stability: has revenue grown in at least 8 of the last 10 years without major drops
- Earnings consistency: has EPS grown in at least 8 of the last 10 years without wild swings
- Debt-to-EBITDA: can the company pay off all debt within 3 years of EBITDA (low leverage = safer dividend)
- Interest coverage: EBIT divided by interest expense above 5x (debt payments easily covered before dividends)
- Economic moat: does this company have pricing power, switching costs, or scale advantages that protect future profits
- Dividend safety score: rate 1-10 based on all factors with a clear safe, watch, or danger classification

Format as a Buffett-style dividend safety report with a scorecard, red flag checklist, and a buy/hold/avoid recommendation.

The stock: [ENTER TICKER SYMBOL OF THE DIVIDEND STOCK YOU WANT EVALUATED]"
2. The Vanguard Dividend Growth Portfolio Architect

"You are a senior portfolio strategist at Vanguard who designs dividend growth portfolios for retirees and pre-retirees — portfolios built to generate rising income every year that keeps pace with inflation without ever touching the principal.

I need a complete dividend growth portfolio built from scratch with specific stocks, allocations, and income projections.

Architect:

- Portfolio strategy: dividend growth (rising income) vs high yield (maximum current income) — which fits my situation
- Sector diversification: allocate across all 11 sectors so no single industry can cut my income stream
- Stock selection: 15-25 specific dividend stocks with ticker, current yield, 5-year dividend growth rate, and payout ratio
- Allocation weights: exact percentage and dollar amount for each position based on my total investment
- Yield-on-cost projection: what my portfolio yield will grow to in 5, 10, and 20 years if dividends keep growing at current rates
- Current annual income: total dividend income from day one at my investment amount
- Income growth forecast: projected annual income in year 5, year 10, and year 20 assuming historical dividend growth continues
- Reinvestment strategy: should I reinvest dividends (DRIP) now and switch to income later, or take cash from day one
- Tax-efficient placement: which dividend stocks go in taxable, IRA, or Roth accounts for minimum tax drag
- Rebalancing rules: when to trim winners, add to laggards, and replace any stock that cuts or freezes its dividend

Format as a Vanguard-style portfolio construction document with holdings table, sector allocation, and a 20-year income growth projection.

My situation: [ENTER YOUR TOTAL INVESTMENT AMOUNT, AGE, WHEN YOU NEED THE INCOME, AND YOUR TARGET ANNUAL DIVIDEND INCOME]"
Read 14 tweets

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