X thread is series of posts by the same author connected with a line!
From any post in the thread, mention us with a keyword "unroll" @threadreaderapp unroll
Follow @ThreadReaderApp to mention us easily!
Practice here first or read more on our help page!

Recent

May 13
Week 2, day 2 of the 57th 9/11 pretrial hearings at GTMO Bay began around 0900. Follow here for updates. Image
Today we heard arguments from Mustafa al Hawsawi’s counsel on suppressing his 2007 statements made to the FBI after his CIA black site incommunicado detention.
Walter Ruiz for Mustafa al Hawsawi began his suppression arguments invoking Pros Trivett's baseball analogy from last week. Trivett said he'd throw a pitch right down Broadway with how secure the FBI interrogations of the black site detainees were.
Read 54 tweets
May 12
1/ The Russian government's Internet shutdown from 5th to 9th May appears to have been predictably badly implemented. It seems to have spilled out from Moscow across Russia and also affected SMS and phone calls, causing widespread disruption and public anger. ⬇️ Image
2/ The restrictions were officially explained as security measures leading up to and during the Victory Day parades in Moscow and St Petersburg. Russian firms issued advisories to download maps, stock up on cash, and use Wi-Fi. In practice, far more got broken than anticipated.
3/ Russians interviewed by the independent Russian outlet 'We can explain' reported that the outages affected other cities, as well as knocking out Wi-Fi and mobile phone services. They expressed anger, deep dissatisfaction, and frustration at the situation:
Read 11 tweets
May 12
This is one of the most logistically incompetent hot takes by any German journalist in the Russo-Ukrainian War.

95% getting through is a 5% loss rate per trip
95%(x) for 10 to 20 kills means x = 200 to 400 trucks on this route
10 trips means 40% total fleet loss - 80 to 160 trucks
1/Image
You can follow the 5% loss curve in this 500 unit fleet at 10 exposures in the graphic below.

A 40% fleet loss in 10 days from a 5% drone loss rate is logistical collapse for the Russian Army in occupied Ukraine.

Only some trying to get AfD eyeballs would say different.

2/ Image
This leaves out the fact that the Russian Army doesn't use *ANY* mechanized logistical enabler like pallets, Truck D-rings, forklifts, or telehandlers.

Russian trucks are in the drone kill zones 3 times as long as a Western truck due to loading times.

Receipts:
3/3
x.com/i/grok/share/e…
Read 4 tweets
May 12
Even the feds had to finally admit "Alligator Alcatraz" was a boondoggle.

1) It was an environmental shit-show. (Literally. 1,400 people defecating daily in one of the most fragile ecosystems in the country - a place taxpayers spent billions to restore.)
orlandosentinel.com/2026/05/12/max…
2) Spending was out of control - $92 million went to a single porta-potty company. (Repped by a lobbyist close to Trump and DeSantis.)
3) There were lots of other costly, no-bid deals - and zero accountability.
4) It had a record of rights violations ...
orlandosentinel.com/2026/02/17/92-…
... both human and constitutional, cited by multiple judges. One judge issued another ruling against the state this past Monday.
So it was an environmental mess, a human rights mess and a costly mess.
Apparently that final part was the nail in the coffin.
nytimes.com/2026/05/12/us/…
Read 3 tweets
May 12
Hi everyone, I’ll be live-tweeting the Unearthing the Past at Henry Street Bridge event presented by @IndianaLandmark at 6:00 p.m. for #IndyDocumenters. Media Partners: @indydocumenters @mirrorindy
@IndianaLandmark @indydocumenters @mirrorindy The event is being held at the Indiana Landmarks Center and on Zoom. The event focuses on archaeology connected to the Henry Street Bridge project and discoveries at Indianapolis’s historic Greenlawn Cemetery. 🧵
@IndianaLandmark @indydocumenters @mirrorindy The Henry Street Bridge project is moving forward near the site of Greenlawn Cemetery, where archaeologists have found evidence tied to the area’s layered past, including burial sites of some of Indianapolis’s earliest residents. 🌉🧱🪦
Read 30 tweets
May 12
In February 2022 putin declared war on Europe & his army marched on Kyiv.
Since then European EU/NATO nations have added and/or are forming these active (!) battalions to their armies:
(Worst 2 countries are of course the two loudmouths)

🇵🇱 +44 (3 recon, 4 tank, 12 infantry
1/14 Image
2 anti-tank, 6 artillery, 5 air defence, 4 engineer, 1 signal, 1 CBRN defence, 1 transport, 5 logistic)
🇸🇪 +22 (10 infantry, 3 artillery, 2 engineer, 1 signal, 1 EW, 1 intelligence, 1 transport, 3 logistic)
🇷🇴 +10 (2 infantry, 3 drone, 3 engineer, 1 signal, 1 logistic)
2/n Image
🇧🇪 +7 (1 recon, 1 drone, 1 cavalry, 1 artillery, 1 engineer, 1 logistic, 1 transport)
🇦🇱 +5 (4 infantry, 1 air defence)
🇩🇪 +4 (3 artillery, 1 air defence)
🇭🇺 +4 (1 cyber, 1 mechanized, 1 engineer, 1 logistic)
🇸🇰 +4 (1 paratrooper, 1 drone, 1 engineer, 1 signal)
3/n
Read 14 tweets
May 12
New: Classified military intelligence assessments from early this month show Iran has regained access to most of its missile sites, launchers and underground facilities. Including: U.S. intel assesses Iran has restored operational access to 30 of the 33 missile sites it maintains along the Strait of Hormuz, and ~90% of Iran's underground missile sites are "partially or fully operational." w @Adamentous @maggieNYT nytimes.com/2026/05/12/us/…
On March 9, 10 days into the war, President Trump told CBS News that Iran’s “missiles are down to a scatter” and the country had “nothing left in a military sense.” Mr. Hegseth declared at a Pentagon news conference on April 8 that Operation Epic Fury — the joint U.S.-Israel campaign launched on Feb. 28 — had “decimated Iran’s military and rendered it combat-ineffective for years to come.”
The U.S. intelligence assessing Iran’s remaining military capacity contradicts many of the public statements from Trump and Hegseth.
Read 3 tweets
May 12
Progressive journalist David Roberts says: “It's hard to avoid the conclusion that Bluesky has been a net negative for US politics. They corralled everyone on the left into a little glass fishbowl where they shout at one another & everyone else ignores them. Meanwhile, all the pols & institutions stayed on X & are being dragged farther right.”Image
Progressive journalist Marisa Kabas says it’s not right to blame Bluesky. It’s all X’s fault. Image
Read 3 tweets
May 12
1/ 🧵 New Report: Systematic Violence on October 7th—a comprehensive report detailing the patterns of violence committed by Hamas & its collaborators on Oct 7 and against hostages in Gaza. The findings describe a deliberate "architecture of terror."

…1-400e-ae14-65ae0400675b.filesusr.com/ugd/aab121_882…Image
⚠️ Warning: Graphic Content
2/ Sexual and Gender-Based Violence (SGBV):
•Rape & Gang Rape: Brutal assaults on both women and men.
•Sexual Torture: Intentional mutilation and burning.
•Genital Mutilation: Evidence of foreign objects (nails, tools) used in attacks.
3/ Targeting Personhood Perpetrators followed a recurring pattern of targeting the head, face, and genital areas of female victims. The commission concludes this was a deliberate effort to disfigure victims and "erase their personhood" during and after execution.
Read 11 tweets
May 12
Twin wins for @AGCHanaway & @CitizenCapozzi defending Missouri's new fair maps. First, plaintiffs argued that the new maps should not go into effect due to a pending referendum. Second argued the map is unconstitutional. Both challenges fail. Important wins for election integrity Image
Image
Read the first opinion here: courts.mo.gov/file.jsp?id=23…

Read the second opinion here: courts.mo.gov/file.jsp?id=23…
Missouri Solicitor General Lou Capozzi weighs in on his *2* big and unanimous victories at the Missouri Supreme Court today:
Read 7 tweets
May 12
1/
The star source behind @NickKristof’s latest @nytimes Gaza piece has a history the paper never told readers about.

It includes torture allegations, Hamas-linked activity, and claims even Palestinian investigators struggled to pin down.

The omissions are staggering. 🧵
Sami al Sai claimed, in 2017, that Palestinian intelligence tortured him: hanging him from ceilings, depriving him of sleep, injecting him with unknown drugs 4 times per day.

Then he told the Palestinian Journalists Syndicate that the torture claims were false.

And then backtracked again, claiming he only said that because he was threatened.Image
Here’s where it gets interesting. The reason he was arrested was because he had gathered names of Palestinian prisoners for Hamas. He called it a project. Intelligence called it recruitment.
Despite the “journalist professionalism” he prided himself on to Kristof, back then he said there was “no law that forbids journalists from working with political organizations.”Image
Read 5 tweets
May 12
The Credit Cycle Melt UP and Coming Crash 🧵

We have seen one of the greatest melt ups in US history since the 2022 lows, as we begin entering unknown territory of the highest valuations in human history

The melt up isn't driven by europhoria or sentiment, it is driven by liquidity and credit that is directly linked to the AI retooling occurring in the financial market and underlying economy

This thread is meant to be a complete breakdown of HOW to think about what is happening, and WHEN risks begin to build that will cause the next bear market 🧵Image
The current credit cycle melt-up is being driven by two things:

1) Financial market liquidity is expanding AT THE SAME TIME credit is being injected into the underlying economy. This creates a reflexive feedback loop between the market and economy as they feed on each other and risk assets are the release valve of this liquidity and credit.

2) AI is fundamentally retooling the market and economy in a manner that people don't really understand yet. AI is speeding up the pace at which goods and services are transacted in the economy. It now costs a lot less to spin up a company, market it, and build a brand. This can happen with very little upfront capital which means that more businesses generate cash flow with less up front investment. On net this basically injects more cash into the system without being very capital intensive. The same thing is happening in financial markets with capital allocation decisions.

The problem is that there is an increasing amount of money chasing the same amount of investments even though things in the economy and market are operating faster due to AI.

I have been explaining all of these factors daily on the livestreams I do and in the daily reports i send out (both of which can be found on my website which is linked in my bio)
The biggest misconception in markets right now is thinking that AI or the macro credit cycle are independent. Right now, the entire capex side the market is helping drive spending in the underlying economy as oil prices surge which is helping push long end interest rates marginally higher.

It is no mistake that companies like Caterpillar are moving in lockstep with AI factor flows showing that the AI flows in markets are reverberating across every industry. Why? Because hardware is meeting software in a total retooling of the global economy.Image
Read 20 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!