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I'm making 3 falsifiable predictions about private equity's collapse.
These can be proven right or wrong.
If I'm wrong in 2027, roast me mercilessly.
If I'm right, remember who told you.
Let's go 🧵
These can be proven right or wrong.
If I'm wrong in 2027, roast me mercilessly.
If I'm right, remember who told you.
Let's go 🧵
PREDICTION #1:
By December 2027, at least 3 PE firms currently in the top 20 by AUM will have STOPPED raising new flagship buyout funds.
Confidence: 75%
They'll pivot to credit or evergreen funds rather than admit their flagship product is obsolete.
By December 2027, at least 3 PE firms currently in the top 20 by AUM will have STOPPED raising new flagship buyout funds.
Confidence: 75%
They'll pivot to credit or evergreen funds rather than admit their flagship product is obsolete.
Why this will happen:
Poor 2020-2021 vintage performance (invested at peak multiples)
LP allocation reductions (denominator effect normalizing)
Competition from credit/infrastructure
= Impossible fundraising environment for median managers
Poor 2020-2021 vintage performance (invested at peak multiples)
LP allocation reductions (denominator effect normalizing)
Competition from credit/infrastructure
= Impossible fundraising environment for median managers
Earlier this month, we remembered Dr. Martin Luther King Jr.
But his words deserve more than one day. 🧵👇
But his words deserve more than one day. 🧵👇
Dr. King didn’t just give speeches. He gave humanity a moral compass.
Born on 15 January, Dr. King reminded the world that true greatness isn’t measured by power—but by character.
Born on 15 January, Dr. King reminded the world that true greatness isn’t measured by power—but by character.
He chose non-violence in a violent time.
Love in the face of hatred.
Hope, when despair felt easier.
Love in the face of hatred.
Hope, when despair felt easier.
Leftist soteriology is interesting because not only is it works based, its rarely ever about the intellectual ascent an immaterial set of eternal principles but is rather deifying the third degree or creation. What matters is what we do, judged by social structured were created.
Its not primarily putting faith into immaterial universals(truth, justice, fairness) and living accordingly. In fact, for them, both damnation and salvation are congruent and symmetrical: univocally communicated through the will of “good” or “bad” people through what they create
When libtards say the “culture war is a distraction by billionaire elites and their tanks”, or express hope in mass politics they’re saying the individual institutions and schemes(NOMINALIST AND ANALOGICAL) , created through absolutely prime human wills(univocal) is reality
🧵As we expected, or at least hoped for, Don Lemon and several others have been indicted for conspiring to and engaging in a disruption of a church service in St Paul, MN, back on January 18.
Clear violations of the clergy, staff, and parishioners 1A Rights and of the FACE Act
Clear violations of the clergy, staff, and parishioners 1A Rights and of the FACE Act
I already covered the first three arrests in a video brief here
The criminal complaint and affidavit
Here is the irony: Attia advice was wrong.
**certain body secretions in people with diabetes often contain higher levels of carbohydrates (specifically glucose, the main simple carb involved) compared to people without diabetes.**. Look it up.
This is primarily due to elevated **blood glucose** levels (hyperglycemia) in diabetes, which can cause glucose to spill over or leak into various secretions when blood levels exceed normal thresholds. Recall Attia never finished his residency. He charges 200K to see him. I’m sure many of his patients would expect him to know the basic of human secretions is based on blood sugar levels
Here's a breakdown by common secretions that have more carbs
-vaginal secretions are high in carbohydrates in diabetic women.
- **Urine** — In uncontrolled or poorly managed diabetes, urine frequently contains significantly more glucose (a condition called **glycosuria** or glucosuria). Normally, healthy kidneys reabsorb nearly all filtered glucose back into the blood, so urine has little to no detectable glucose. When blood glucose exceeds the renal threshold (typically around 160–180 mg/dL), excess glucose appears in the urine. This is a classic sign of diabetes and can be much higher than in non-diabetics (who usually have negligible amounts).
- **Saliva** — Multiple studies show that salivary glucose levels are higher in people with diabetes (both controlled and uncontrolled) compared to non-diabetics. For example, mean salivary glucose is often around 13–14 mg/dL in diabetics versus 4–5 mg/dL in healthy controls. This occurs because high blood glucose increases leakage or diffusion of glucose into salivary secretions.
- **Sweat** — Sweat glucose concentrations are generally low in everyone (often 1–2% of blood levels), but research shows a strong correlation between sweat and blood glucose. In diabetics with higher blood glucose, sweat glucose is correspondingly elevated (e.g., potentially 0.3 mmol/L or more when blood is very high, versus lower in non-diabetics). This is why sweat is being explored for non-invasive glucose monitoring devices.
- **Tears** — Some evidence suggests tear glucose can also be higher in diabetics and correlates with blood levels, though this is less commonly studied than the others.
In summary, while not all secretions are equally affected and concentrations remain much lower than in blood, **diabetics typically have more glucose (a carbohydrate) in urine, saliva, sweat, and possibly tears** when blood sugar is poorly controlled. This doesn't apply universally to every diabetic at all times (e.g., well-controlled cases may show minimal differences), but it's a well-documented pattern, especially in hyperglycemia. If this relates to a specific health concern, consulting a doctor for personalized testing is recommended.
**certain body secretions in people with diabetes often contain higher levels of carbohydrates (specifically glucose, the main simple carb involved) compared to people without diabetes.**. Look it up.
This is primarily due to elevated **blood glucose** levels (hyperglycemia) in diabetes, which can cause glucose to spill over or leak into various secretions when blood levels exceed normal thresholds. Recall Attia never finished his residency. He charges 200K to see him. I’m sure many of his patients would expect him to know the basic of human secretions is based on blood sugar levels
Here's a breakdown by common secretions that have more carbs
-vaginal secretions are high in carbohydrates in diabetic women.
- **Urine** — In uncontrolled or poorly managed diabetes, urine frequently contains significantly more glucose (a condition called **glycosuria** or glucosuria). Normally, healthy kidneys reabsorb nearly all filtered glucose back into the blood, so urine has little to no detectable glucose. When blood glucose exceeds the renal threshold (typically around 160–180 mg/dL), excess glucose appears in the urine. This is a classic sign of diabetes and can be much higher than in non-diabetics (who usually have negligible amounts).
- **Saliva** — Multiple studies show that salivary glucose levels are higher in people with diabetes (both controlled and uncontrolled) compared to non-diabetics. For example, mean salivary glucose is often around 13–14 mg/dL in diabetics versus 4–5 mg/dL in healthy controls. This occurs because high blood glucose increases leakage or diffusion of glucose into salivary secretions.
- **Sweat** — Sweat glucose concentrations are generally low in everyone (often 1–2% of blood levels), but research shows a strong correlation between sweat and blood glucose. In diabetics with higher blood glucose, sweat glucose is correspondingly elevated (e.g., potentially 0.3 mmol/L or more when blood is very high, versus lower in non-diabetics). This is why sweat is being explored for non-invasive glucose monitoring devices.
- **Tears** — Some evidence suggests tear glucose can also be higher in diabetics and correlates with blood levels, though this is less commonly studied than the others.
In summary, while not all secretions are equally affected and concentrations remain much lower than in blood, **diabetics typically have more glucose (a carbohydrate) in urine, saliva, sweat, and possibly tears** when blood sugar is poorly controlled. This doesn't apply universally to every diabetic at all times (e.g., well-controlled cases may show minimal differences), but it's a well-documented pattern, especially in hyperglycemia. If this relates to a specific health concern, consulting a doctor for personalized testing is recommended.
2. This goes to show you just how uninformed Attia is on the basics. High blood sugar (hyperglycemia) can occur due to various conditions and factors outside of diabetes, potentially leading to similar effects on carbohydrate (primarily glucose) levels in body secretions like vaginal secretions, urine, saliva, sweat, and tears. Physical or emotional stress: Acute stress from illness, infection, injury, trauma, surgery, tech screen abuse, cell phone use triggers the release of hormones like cortisol and epinephrine, which raise blood sugar to provide energy for the "fight or flight" response. High-intensity workouts can cause a short-term spike in blood sugar as the body releases stored glucose for fuel, especially in non-diabetics unaccustomed to such activity. Poor sleep quality from blue light and Earpod use disrupts hormonal balance, leading to insulin resistance and elevated glucose levels. Attia is known to believe that doing 100 push ups limits nnEMF risk. Look it up. He told this to Chris Williamson on a live IG post.
3. What else did Attia miss in his answer to Epstein? Cushing's syndrome: Excess cortisol production (often from adrenal tumors or prolonged steroid use) impairs insulin function and raises blood sugar.
Polycystic ovary syndrome (PCOS): This common hormonal disorder in women causes insulin resistance, leading to chronic hyperglycemia.
Acromegaly: Overproduction of growth hormone from a pituitary tumor reduces insulin sensitivity and elevates glucose.
Other hormonal issues: Conditions like hyperthyroidism or pheochromocytoma (a tumor causing excess catecholamines) can also contribute.
Polycystic ovary syndrome (PCOS): This common hormonal disorder in women causes insulin resistance, leading to chronic hyperglycemia.
Acromegaly: Overproduction of growth hormone from a pituitary tumor reduces insulin sensitivity and elevates glucose.
Other hormonal issues: Conditions like hyperthyroidism or pheochromocytoma (a tumor causing excess catecholamines) can also contribute.
I made the QT in 2022 when I realized that most of what we're seeing today is tied to China's Belt & Road Initiative ("New Silk Road"). I realized that because I was the one that found the <exact> location of this event for Q back in 2018: 
Outside of the conspirators, insiders, and those that listened to the brave ones that got out and warned us, it is the people that follow Q that knew it was a worldwide conspiracy long before anybody else.
Credit to the Pizzagate people, though--they're the ones that found out that it went right to the top of US Government and involved many foreigners. And the 9/11 people as well before us. And the JFK/Freemason/NWO/Illuminati chasers before. But Q mapped it out for us.
3: What if time isn’t moving forward — and we’re the ones passing through it?
We talk about time like it’s flowing.
Like a river carrying everything with it.
But rivers move because something pushes them.
What’s pushing time? 1/9
We talk about time like it’s flowing.
Like a river carrying everything with it.
But rivers move because something pushes them.
What’s pushing time? 1/9
Clocks don’t measure time moving.
They measure change happening inside time.
Hands rotate. Numbers flip.
Nothing proves the background itself is moving.
What if time is static?
Not frozen — just complete.
Every moment is already placed, like locations on a map. 2/9
They measure change happening inside time.
Hands rotate. Numbers flip.
Nothing proves the background itself is moving.
What if time is static?
Not frozen — just complete.
Every moment is already placed, like locations on a map. 2/9
In that case, the past isn’t gone.
The future isn’t coming.
They’re just places we aren’t currently standing in.
When you remember something, you don’t rewind time.
You access a coordinate your mind once occupied.
Memory isn’t travel.
It’s a reference. 3/9
The future isn’t coming.
They’re just places we aren’t currently standing in.
When you remember something, you don’t rewind time.
You access a coordinate your mind once occupied.
Memory isn’t travel.
It’s a reference. 3/9
American strategist, military historian Sarah Paine: We’re barreling toward World War III. Once a nuclear power starts losing, it may use nukes.
That’s the end of everything — nuclear winter. Wars aren’t won by grabbing land; they’re won at the strategic level.
1/
That’s the end of everything — nuclear winter. Wars aren’t won by grabbing land; they’re won at the strategic level.
1/
Paine: Putin is already overextended on the current front. Opening a second front would be a gift — Russia can’t handle the first one.
Its navy is weak, boxed in by narrow seas. If he tries to overreach, it won’t end well.
2/
Its navy is weak, boxed in by narrow seas. If he tries to overreach, it won’t end well.
2/
Paine: Russia can’t handle one from — and it’s massive, stretching over 1,000 kilometers. Opening a second front would be a disaster.
3/
3/
Been thinking about implications of AI disruption on investing. When incumbents fall and new upstarts emerge, stocks usually don’t go from 100 to 0 or vice versa overnight - they get there over time, forming strong trends.
Momentum investors who win on trends caused by real fundamentals take their profits to chase fake trends too. Dumb money that got lucky can’t tell the difference but now they have enough capital to really move things.
Investors eventually catch on and the inefficiency of gradual one-way moves start giving way to more sudden, sharper moves. Megacaps jumping 10-20% a day and entire sectors (e.g. semis, software) move with speed that shock investors who lived in an age of relative stability.
🧵 THREAD: The Jieworui Lesson — Why Physical Metal Matters
1/
China just gave the world a masterclass in what paper gold really means.
The collapse of Jieworui wasn’t a “scam gone wrong”.
It was a structure failing under stress.
And that matters.
China just gave the world a masterclass in what paper gold really means.
The collapse of Jieworui wasn’t a “scam gone wrong”.
It was a structure failing under stress.
And that matters.
2/
Jieworui marketed itself as gold exposure.
What users actually owned was:
• locked prices
• leveraged positions
• delayed delivery promises
• platform credit
Not metal.
Not possession.
Not control.
Jieworui marketed itself as gold exposure.
What users actually owned was:
• locked prices
• leveraged positions
• delayed delivery promises
• platform credit
Not metal.
Not possession.
Not control.
🧵Meet the special prosecutor @AGPamBondi has empowered to investigate election integrity cases nationwide.
Interim United States Attorney for the Eastern District of Missouri Thomas C. Albus
1/n
Interim United States Attorney for the Eastern District of Missouri Thomas C. Albus
1/n
@AGPamBondi Albus was CONFIRMED to the post on Dec 18 by a vote of 53-43, so pss pss @USAO_EDMO ya'll need to update the boss's bio.
: )
2/n
: )
2/n
@AGPamBondi @USAO_EDMO According to a report in Bloomberg, @AGPamBondi used 28 USC 515 to give Albus the "authority to conduct voter fraud probes anywhere in the US"
He can "coordinate civil and criminal cases, including grand jury proceedings, in all 94 US attorney districts."
3/n
He can "coordinate civil and criminal cases, including grand jury proceedings, in all 94 US attorney districts."
3/n
Fentanyl! Communist China! Be afraid! Priss, priss, priss.
#arnews #arpx #argov #arleg #Arkansas @argop #maga
#arnews #arpx #argov #arleg #Arkansas @argop #maga
Fentanyl! Human trafficking! (Ding!) Sexual massage parlors! Stacks of Chinese currency in Arkansas! Pills! Critically important! Be afraid!
#arnews #arpx #argov #arleg #Arkansas @argop #maga
#arnews #arpx #argov #arleg #Arkansas @argop #maga
@ARGOP Listhp. Listhp. Listhp. Kisses Trump ass. Fentanyl! Heinous crimes! Protect the homeland! They're after our farmland and children! Human trafficking! (Ding!) Kisses cop ass. The foreigners are coming to take your cookie!
#arnews #arpx #argov #arleg #Arkansas @argop #maga #acab
#arnews #arpx #argov #arleg #Arkansas @argop #maga #acab
