Recent well liked threads

Nov 19, 2024
אז איך נראית "מלחמת עולם"?
כל נקודה על המפה היא ספינה שהוטבעה בין 1939-1945.

מעל ל-15,000 כאלו, מחופי אוסטרליה ועד לפרו, מהקוטב הצפוני לדרומי. מעל לחצי מיליון איש היו בספינות האלו.

וכל נקודה במפה הזו מקודדת עם כל המידע שניתן היה למצוא על הספינה וצוותה.

למשל > Image
בשכונה שלנו, הוטבעה במפרץ חיפה ב-1940 ספינת גירוש המעפילים הבריטית "פטריה" ע"י ההגנה.

הכוונה הייתה לגרום לה נזק קל, אך חישוב לקוי הביא להטבעתה ולמותם של מעל ל-250 איש ואישה.

> Image
זה קנה מידה שקשה, אולי בלתי אפשרי לתפוס בדיעבד.

בקרקעית הלא עמוקה של התעלה האנגלית אפשר לראות את שרידי תוצאות "החומה האטלנטית" שבנו הנאצים, או את קווי האספקה בין ארה"ב לבריטניה ששמרו על תושבי האי בחיים

רוצים לראות בעצמכם ? > Image
Read 5 tweets
May 15, 2025
Thomas Hobbes wird in der Doxographie stets als ein Naturalist gehandelt, der den Menschen quasi-physikalisch auf Selbsterhaltung festlegt, daraus trivialerweise auf den Krieg aller gegen alle schließt und daraus wiederum den Staat ableitet. Aber das ist Unsinn. /1
Es ist vor allem zunächst aus dem Blickwinkel des späten 18. Jh. gelesen, in dem die Naturalisierung des Menschen schon wilde Blüten trieb, bis sie dann im 20. Jh. durch die Verbindung von französischem Amoralismus mit der Naturgeschichte Menschenverachtendes hervorbrachte. /2
Wie bei Hegel so verschätzt man sich vor allem im Ton – und damit operativ: der Haltung –, wenn man mit dem falschen Text beginnt. Bei Hegel ist das die Enzyklopädie, bei Hobbes der ‚Leviathan‘.

Wenn man stattdessen Hobbes‘ ‚De Cive‘ plus Anmerkungen liest, lernt man … /3
Read 19 tweets
Mar 1
In 2010, at the same time Mothers Army was being set up, David Stern wrote to Epstein :
"I want to make Robert part of JEDS - your private/"secret" London office to be established soon"

He was referring to Robert Kuhn .. Image
"In 1989, Kuhn was invited to China by its director of the State Science and Technology Commission, Song Jian, whom Kuhn considers his mentor ."
en.wikipedia.org/wiki/Robert_La…Image
"Following the Chinese government's announcement in 1979 to advocate for one child per family, [Song Jian] became a leading advocate for rapid implementation and broad coverage of China's one-child policy"
en.wikipedia.org/wiki/Song_JianImage
Read 34 tweets
Mar 1
🚨 BREAKING: AI can now analyze stocks like top hedge fund managers (100% free).

Here are 10 nuclear Claude prompts that completely replace $3,000/month Bloomberg terminals 💰📈

Bookmark this thread - you’ll thank yourself later 🔥 Image
1. The Goldman Sachs Fundamental Analysis Screener

"You are a senior equity research analyst at Goldman Sachs with 20 years of experience evaluating companies for the firm's $2T+ asset management division.

I need a complete fundamental analysis of a stock as if you're writing a research report for institutional investors.

Analyze:

- Business model breakdown: how the company makes money explained simply
- Revenue streams: each segment with percentage contribution and growth trajectory
- Profitability analysis: gross margin, operating margin, net margin trends over 5 years
- Balance sheet health: debt-to-equity, current ratio, cash position vs total debt
- Free cash flow analysis: FCF yield, FCF growth rate, and capital allocation priorities
- Competitive advantages: pricing power, brand strength, switching costs, network effects rated 1-10
- Management quality: capital allocation track record, insider ownership, and compensation alignment
- Valuation snapshot: current P/E, P/S, EV/EBITDA vs 5-year average and sector peers
- Bull case and bear case with 12-month price targets for each
- One-paragraph verdict: buy, hold, or avoid with conviction level

Format as a Goldman Sachs-style equity research note with a summary rating box at the top.

The stock: [ENTER TICKER SYMBOL AND ANY SPECIFIC CONCERNS OR QUESTIONS YOU HAVE]"
2. The Morgan Stanley Technical Analysis Dashboard

"You are a senior technical strategist at Morgan Stanley who advises the firm's largest trading desk on chart patterns, momentum signals, and optimal entry and exit points.

I need a complete technical analysis breakdown of a stock covering every major indicator.

Chart:

- Trend analysis: primary trend direction on daily, weekly, and monthly timeframes
- Support and resistance: exact price levels where the stock is likely to bounce or stall
- Moving averages: 20-day, 50-day, 100-day, 200-day positions and crossover signals
- RSI reading: current value with interpretation (overbought, oversold, or neutral)
- MACD analysis: signal line crossovers, histogram momentum, and divergence detection
- Bollinger Bands: current position within bands and squeeze or expansion status
- Volume analysis: is volume confirming or contradicting the current price move
- Fibonacci retracement: key pullback levels from the most recent significant swing
- Chart pattern identification: head and shoulders, double tops, cup and handle, or flags
- Trade setup: specific entry price, stop-loss level, and two profit targets with risk-reward ratio

Format as a Morgan Stanley-style technical analysis note with a clear trade plan summary at the top.

The stock: [ENTER TICKER SYMBOL AND YOUR CURRENT POSITION — LONG, SHORT, OR WATCHING]"
Read 12 tweets
Mar 3
A New Revolutionary Momentum in Iran

47 years after the Islamic Revolution, there’s a junction in east Tehran that locals still call 'Coca Cola Square.' However, last night, as I passed through, the atmosphere told a powerful anti-Imperialist story:

1/
Ordinary people, in a spontaneous display of grassroots anger, rising up against the US and Israel, and standing firmly in support of Iran. This was the scene I had also witnessed the night before at Poonak Square, west Tehran, that was a key stage of the January protests.
2/
By assassinating Iran’s leader, Trump and Netanyahu have ignited a fury that has united millions. Major squares in Tehran and cities across the country are now filled with crowds every night chanting "Death to America", "Death to Israel" and "Death to the Traitors".
3/
Read 10 tweets
Mar 3
1/2 Guerre d'Ukraine | 02/03/26

Secteurs :
🌐 Lyman-Zarichne🔹U260302-1614
🌐 Kramatorsk-Soledar🔹U260302-1619
🌐 Pokrovsk-Rodynske-Hryshyne🔹U260302-1626
🌐 Ternuvate-Novomykolaivka🔹U260302-1637

#UkraineRussianWar #GuerreEnUkraine Image
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2/2 Guerre d'Ukraine | 02/03/26

Secteurs :
🌐 Huliaipole-Zaliznychne🔹U260302-1643

#UkraineRussianWar #GuerreEnUkraine Image
Read 2 tweets
Mar 3
1/ If I hear one more public official call indoor air filters a "band-aid," I'm going to explode! It's so logical, yet so readily dismissed. Filtering indoor air should be as standard as filtering water. Full stop. 🧵
2/ Measles, flu, COVID-19, norovirus—most infectious diseases spread through the air we breathe. We just accept that everyone gets sick indoors. It doesn't have to be this way.
3/ And it's not just pathogens. Wildfire smoke, heavy metals, toxic gases, soot—all flowing into your lungs, heart, and even your brain with every single breath you take.
Read 9 tweets
Mar 3
BREAKING: Don't copy and paste answers from ChatGPT.

ChatGPT writing is easily detectable.

Use these prompts instead and see the magic:
1. The Professional AI Humanizer

“Act as a professional human-writing editor. Rewrite the following text to sound natural, human, and conversational. Remove robotic phrasing, stiff structure, and unnatural flow while keeping the original meaning intact. Text: [paste text].”
2. Natural Human Tone Converter

“Rewrite this text so it sounds like it was written by a real human with experience and confidence. Improve sentence rhythm, word choice, and flow. Avoid robotic patterns or overly formal language. Text: [paste text].”
Read 10 tweets
Mar 4
혹시 코스피 상투잡게 한 다음 하락시켜서 부동산 못 사게 만드는 정책인가?
아아 ㅡ 이해했다.
Read 2 tweets
Mar 4
Desalavancagem
By Dan Kawa
04Mar26

O conflito no Oriente Médio continua a pressionar os ativos de risco. Como comento abaixo, parece haver uma clara exacerbação do movimento devido as questões técnicas. Os ativos que eram os "queridinhos" do mercado nos últimos meses, estão sendo aqueles mais pressionados. Nesta manhã, nova alta no Petróleo, seguida por queda nas bolsas.

A bolsa da Coréia do Sul, que havia subido mais de 60% em 6 meses, acabou de cair mais de 10% essa noite, após queda de 7% ontem, O Ibovespa chegou a cair 5% em determinado momento de terça-feira, exatamente nesta dinâmica de pressão nos ativos que eram destaque dos últimos meses:Image
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Já vemos alguma abertura de spreads em crédito. O mercado de HY, por exemplo, já abriu mais de 50bps dos pisos recentes, mas ainda se encontra em patamar historicamente baixo: Image
O grande desafio econômico deste conflito será lidar com a alta rápida e acentuada nos preços de energia ao redor do mundo: Image
Read 13 tweets
Mar 4
What’s worse than running a scheme that defrauds the IRS and sends fake £39m demands to public officials?

Accidentally publishing the names of all your clients on the internet. Image
We wrote last week about "Empower the People", a weird UK group that claims to get the US tax authorities to refund all your UK credit card spending.

Incredibly the IRS sometimes sends the cheques. That doesn't stop it being - obviously - fraud. Image
They sell another scheme that will magically make your mortgage go away. It works by writing mean letters demanding £39m from the Land Registry and its CEO

In theory that could be blackmail or fraud; in practice it's just daft, and we suspect the letters are all binned. Image
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Read 9 tweets
Mar 4
Claude Code will fundamentally change the nature of academic research.

But most academics don't know how to use it.

Here's how to get started on Claude Code (even if you've never coded).

Claude Code for Academics 101:
Before getting started, we need to understand what Claude Code (CC) is.

It's not a simple chatbot.

Think of it as a general-purpose work enviroment that lets you create customized features for your own specific purposes.

It'll become clear by the end of this thread.
1. To get started, go to claude[.]com/download and download the Claude desktop app.

You will need a paid plan.

Select the $20/m one. That'll be enough to get you started.
Read 17 tweets
Mar 4
🌍Mundo ✍️Israel Sharim
La "Guerra de Purim" contra Irán marca un punto de no retorno.📉#IranWar #Purim #Netanyahu #Geopolítica

La Guerra De Purim Contra Irán @kritik_bakis aracılığıylakritikbakis.com/es/la-guerra-d…
¿Es Occidente una extensión de los intereses de Tel Aviv? El debate sobre la soberanía de EE. UU., Reino Unido y Alemania frente a la influencia del sionismo cristiano llega a su punto más crítico. 🏛️🚫 #MAGA #Sionismo #Soberanía #Occidente
Críticos denuncian que la geopolítica de EE. UU. e Israel sigue un calendario ritual cabalístico, ignorando la diplomacia real.
Read 5 tweets