Thoughts from last night so I don't forget them (that was the point of joining twitter anyway, and still is):

Taleb @nntaleb brilliantly noted at Universa event that this is the age of maximum free speech the world is experiencing in its entire history.

Shockingly true.

2/
I'd expand on that saying that Liberalism in itself is designed via trial and error to have internal enemies in order to remain antifragile.

You can and may be pro Russia and pro China in the West, but you aren't allowed to be pro west in Russia and China.

2/
You are allowed to say or fantasize or actually reveal all kinds of things about COVID in the West, but not in China.

Actually, the debate about COVID in the west is cooked and funded from Beijing and Moscow.

3/
Whereas the West sees that as antifragility process, Moscow and Beijing see that as cracks to break down the entire west and the liberal world order.

Strange enough, both sides, the Liberal World from its capital Washington DC, and the Illiberal World concur.

4/
Washington DC welcomes the cracks as great stuff for antifragility, whereas the Illiberal world headed by co-capitals Beijing-Moscow hope and are convinced that the cracks will break down the Liberal World.

5/
This is a paradox, but an awesome paradox. I love it.

6/ end

#krisonomics

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More from @ektrit

Feb 19
SUPPLY CHAINS

People, Inflation is always and at anytime a shortage of supply, nothing else.

There is a shortage of supply in the world.

You know why?

Because supply chains have broken down.

1/
Now, what does that mean?

What does it mean that supply chains have broken down?

Well, it means that factories have shut down globally.

What does that mean?
It means that their COSTS of doing business were so high, that they could not make a profit, so they shut down.

2/
What does that mean?
Can't they come back to operation instantly?

NO
NO
NO
NO
NO

They cannot.

A factory is NOT a videogame.
Once shut down, it's over.

3/
Read 7 tweets
Feb 18
CHRISTIAN HISTORY

With the new scholarship work based on new discoveries, we can now safely say:

- Until 4th century UNEDUCATED Christians (99.9% of the people) were still thinking of being a form of Judaism.

1/
- Judaism itself for the UNEDUCATED (99.9% of people) was NOT monotheistic at all. In antiquity the concept of monotheism did not even exist for the UNEDUCATED. Yahwe was THE GOD OF JEWS vs other gods.

2/
The NEED for the Roman Emperors in Constantinople New Rome to manage the fracturing empire made them adopt and impose Christianity on the Empire.

This led to the EXTRACTION of Christianity form Judaism.

So, Roman management need gave birth to free standing Christianity.

3/
Read 4 tweets
Feb 17
Let me explain this again, to El Erian, who has customers he gets paid to advise.

3 words

PRODUCTION
PRODUCTION
PRODUCTION

1/

zerohedge.com/markets/el-eri…
The argument now is that 6-7% rates will "crash the economy".

That is UNTRUE as far as Production.

That is TRUE as far as the INSOLVENT OWNERS OF SUPPLY CHAINS who gambled their companies as collateral in shadow banking WILL CRASH.

2/
But, NOTHING will happen to the MEANS OF PRODUCTION.

Factories WILL NOT CLOSE.

NEW SOLVENT OWNERS will buy means of production with cents on dollars.

These new owners shall NOT have any debt. They will just PRODUCE at a profit, owing no debt.

3/
Read 6 tweets
Feb 3
Supply chains and Marriage

Through the perspective of supply chains, Church taking control of marriage and family makes sense entirely.

Also, Prophet Muhammad was a genius.

Patriarchy makes sense entirely, and it was to defend ....women.

1/
Prophet Muhammad saying up to 4 wives was due to excess women because of wars when men would spend time and/or die. Excess Women would end up as slaves or prostitutes or die of hunger.

Constituting marriage with up to 4 wives solved that societal and supply chain problem.

2/
The Christian Church, if we see it through a supply chain perspective, marriage was sanctified and taken control of in order to elevate women to be as much equal to men as possible.

Patriarchy as a system defended women, if we see it through supply chain eyes.

3/
Read 6 tweets
Feb 3
Finance

Folks, folks, folks.
Finance is just Law, nothing else.

You need cash flow to prosper, meaning you need real output to prosper.

Cash flow = Real Ouput

In Soviet Union anybody had a home. In Greece anybody owns a home. In Romania, Albania, the same.

1/2
But, Soviet union, Greece now, Romania and Albania have little real output, hence little cash flow.

Greeks understood that in 2012 Greek financial crisis. They had homes, but they had no cash flow.

Folks, homes are not edible, neither can be used as fuel.

2/3
Folks, you need Production or Imports to maintain prosperity, nothing else.

Finance is just Law, it's just digits on computers which can be changed instantly.

And that is why I keep insisting to Matt @matthewstoller that entitlements will be cut inevitably.

3/4
Read 4 tweets
Feb 2
KROACIA - KATOLIKËT SHQIPTARË

Presidenti jugosllavo-katolik, që tani quhet Kroaci, tha që Kosova i përkiste Serbisë, por nuk i përket më tani. Ai vazhdon ta mbështesë atë që tha.

Kjo është prova e dytë që katolicizmi modern është një qelbësirë anti shqiptare.

1/
Është e qartë që islami modern dhe ortodoksia moderne janë qelbësira anti shqiptare, por shqiptarët që gjithmonë kanë shikuar nga Vatikani që të na mbështesë si perëndimorë, jo si turq myslimanë, tani ta kenë të qartë.

2/
Disa muaj përpara Patriarku satanik Irenej i kishës satanike serbe, falenderoi Vatikanin e qelbur që paska rënë dakord me satanistët e kishës serbe që Kosova është Serbi.

Katolikët shqiptarë NUK reaguan fare.

3/
Read 8 tweets

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