Recent well liked threads

Jul 13, 2025
Trump tried copying Epstein's scheme with underage girls:

The setups described for Jeffrey Epstein and Trump Model Management regarding the housing and recruitment of underage girls is similar. The Miami Herald article details Epstein's associate Jean-Luc Brunel's agency, Mc2, which housed very young models (13-15 years old) in apartments, with some as young as 14, and involved financial arrangements linked to Epstein. The Mother Jones article describes Trump Model Management housing models as young as 14 in dormitory-style quarters, with reports of cramped conditions and uncompensated workImage
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The first excerpt is from an article by the Miami Herald, based on a 2010 sworn court deposition by Maritza Vazquez. The second excerpt is from an article by Mother Jones, with no specific date provided in the text. Both discuss modeling agencies and their treatment of young models, with the Miami Herald piece linked to Epstein's operations and the Mother Jones piece focusing on Trump Model Management.
Found it - Trump violated immigration laws with his scheme

The other image is from an article by Mother Jones, titled "Former models for Donald Trump's agency say they violated immigration rules and worked illegally," published on August 29, 2016.

motherjones.com/politics/2016/…
Read 6 tweets
Mar 14
#Thread Eight of my BigBasket orders were canceled today by the BigBasket team.
​Four of these (Slot 5–6 PM: 1932806972, 1932806975; Slot 9–10 PM: 1933032347, 1933038729) were canceled without any delivery attempt. @bigbasket_com @jagograhakjago Image
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I was present at the location for over half an hour, yet no prior notification or message was sent. This was a significant waste of my time.
​Two other orders were canceled due to an OTP mismatch. @bigbasket_com @jagograhakjago
This occurred because two OTPs were received back-to-back while 'Auto-fill OTP' was enabled; I view this as a technical glitch rather than a fault on either side. The final two orders were canceled by BigBasket after I requested to reschedule them.@jagograhakjago @bigbasket_com
Read 6 tweets
May 15
Welcome to the most asymmetric trade in modern financial history.

The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade.

Get long. Buckle in. Hang on for the ride.

Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.
The leadership rotated, but the trend did not. The super cycle powers ahead.

The Quantix Commodity Index (QCI, the modern GSCI) Total Return is up 217% since October 2020, when we called the super cycle. The names rotated — gold, silver, copper, oil, live cattle, coffee, cocoa, aluminium. But not the trend. Nasdaq returned 130%. The S&P 500, 85%.

Commodities were the top asset class. Nobody allocated. Capital piled into the Mag 7 — $770 billion of 2026 capex, nearly half of it commodities. Amazon alone consumes more than 3 million BOE/d of primary energy, more than most OPEC countries. The Mag 7 is the largest unhedged molecule short ever underwritten by an equity market...

…at the exact moment supply has never been more constrained. Hormuz is shut-in. China has weaponized the periodic table. Copper mines remain shuttered. Ukrainian drones push deeper into Russia, taking commodity supply with them. A multi-polar world demands thicker supply chains. Copper and the "atom" complex print fresh records this week. Every signal that should drive allocators into the "molecule" complex is flashing green simultaneously — for the first time since the 1970s.

And yet oil struggles to hold $105 — even as every signal points to a disruption that deepens and one we believe will outlast any "deal.” The energy sector trades 8% below its pre-Hormuz level and sits at 4.0% of the S&P 500 market cap. At $105 oil, its 2026 FCF yield is 13%. The S&P 500 is at 2.6% — the lowest since the GFC, 1,000bp below energy. The hyperscalers generate close to zero. Something has to give.

This paradox explains why oil struggles to trade higher. Capital is not rotating. The marginal dollar of investable savings still flows into the AI buildout, not the physical infrastructure that feeds it. Until that reverses, Brent faces headwinds. The ceiling on oil is not Washington. It is Exxon's cost of capital — woefully mispriced. Underbidding the equities is the same as underbidding the back end of the curve. The back end is suppressing the entire curve and spot prices.

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The largest supply shock in history is pricing into the curve, not the backend (yet).

I've been saying this since 2004: the curve shape reflects the fundamentals. The long end reflects the industry's marginal cost, incorporating the cost of capital which are ultimately driven by liquidity.

ICE Brent spot is $107/bbl, while the three-year is at $75/bbl. Percent backwardation — which strips out price-level effects — hit an all-time high in April. It remains near record today. The largest oil supply shock in history is reasonably priced into the curve, and it likely has much more to run. Remember we are in the depths of the shoulder months, so there is no stress on the system.

Markets are fixated on Dated Brent differentials, c.$5/bbl last night which is down sharply, but that is a microcosm of the oil market. Dated Brent is Sullum Voe. One North Sea terminal. Not the global oil market.

Spot has not exceeded the Russia-Ukraine peak for one reason: the back end of the curve sits $10–$12/bbl below where it was then.

But the long end isn't a clean signal. Liquidity past 24 months is thin, dominated by producer hedges. Cal-29 isn't where the market thinks oil settles. It is where corporate treasurers are forced to transact, which makes it consistent with their costs of capital.

The cleaner signal is the energy equity complex — long-dated call options on undeveloped reserves. ExxonMobil holds 14 years. Chevron, 15. Equity prices integrate the entire forward strip. Diverge too far and an arbitrage opens. In a capacity-constrained world those reserves are worth more, not less. The equity market is pricing the opposite. Every oil CEO has warned we exit this disruption with lasting supply problems. The market refuses to listen.

S&P Energy ÷ S&P 500 can be used as a proxy for the long-dated oil price, and it currently implies long-run Brent of ~$70 — below the strip at $72–$75 — but not too far away.

A proxy for the curve shape follows: Brent ÷ (S&P Energy ÷ S&P 500). Or rewritten: Brent × S&P 500 ÷ S&P Energy. That single number proxies the FCF yield differential between the energy sector and the rest of the market. That has been bouncing around all-time highs.

When the FCF yield gap reaches extremes, investors should rotate. Even at $75 — not spot's $105 — the energy complex yields 600-1,000 bp above the S&P 500. In 2022, investors did rotate and those that did weathered the ensuing 35% collapse in the NASDAQ much better than those that didn’t.

The equity market is betting Brent falls to realign FCF yields. If it doesn't, capital has to buy Energy and sell the Mag 7. A 1,000bp differential in FCF yields cannot persist. And if oil breaks out as we expect, something has to give. You know which one I think will give. That is the Revenge of the Old Economy!

We are at the tipping point.

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Read 11 tweets
May 15
Finally we sold our Bangalore property. Being an NRI the process is tedious. I will give all the steps here so that it might be useful. Below are the main steps

1. Power of Attorney - this is first step if you don’t want to go to India for registration. Take 2 witnesses 1/7
with you to a lawyer and sign the POA document and get it notarized. Then book an appointment with BLS under miscellaneous attestation category. Submit the documents. These documents will get signed by consulate general from Indian embassy. It will take 7-14 days to receive 2/7
Once you receive the signed copy. You need to sent the original document to India. Remember POA should be done on blood relative like siblings/parents. No in-laws as the stamp duty will be 1-5% on total
Property value. If it’s blood relative then it’s 2500 Rupees only. 3/7
Read 8 tweets
May 15
New preprint! When reasoning LLMs deliberate over possible futures, are they actually planning?

arxiv.org/abs/2605.06840
We extract search trees from chain-of-thought reasoning traces in the four-in-a-row board game, and find that LLMs generate the surface structure of tree search, but their decisions are driven by something much shallower.
We ran a four-in-a-row tournament with 27 LLMs, then used an LLM judge to extract a formal search tree from each CoT trace. Image
Read 8 tweets
May 15
GitHub just declared war on vibe coding. With their own repo.

100k stars. MIT. 206 contributors. 146 releases.

It's called Spec Kit. The idea => specifications become executable. You describe what to build, the agent implements from the spec. No more prompting and hoping.

Seven commands run the entire workflow:
→ /speckit[.]constitution - governing principles and development guidelines
→ /speckit[.]specify - what to build, what and why, no tech stack required
→ /speckit[.]clarify - finds the gaps before planning starts
→ /speckit[.]plan - technical implementation plan with your stack
→ /speckit[.]analyze - consistency check across spec, plan, and tasks before any code runs
→ /speckit[.]tasks - actionable task list
→ /speckit[.]implement - executes everything

Tasks become GitHub Issues via /speckit[.]taskstoissues. Quality checklists via /speckit[.]checklist.

30+ AI coding agents supported. Claude Code, Codex, Copilot, Cursor, and more.

Extensions add new commands. Presets override templates, terminology, and standards without touching tooling.

GitHub in comments.Image
Here's the GitHub Repo:

github.com/github/spec-kit
The problem: vibe coding. You describe what you want, the agent writes something, you iterate blindly, the codebase drifts from the original intent. Nobody knows what was supposed to be built anymore.

Spec Kit flips this. Specifications become executable. You define what you want built before any code runs. The agent implements from the spec, not from a chat message.
Read 3 tweets
May 16
A Biology Professor Said:

"Your Belly Is A Storage Of Cortisol Waste. Clear It With One Routine Before Bed.. And Your Life Will Change."

Here's The 9 Minute Fix He Provided: Image
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Your belly isn't storing fat.

It's storing stress hormones.

Cortisol accumulates in visceral fat cells and blocks serotonin receptor sites by 67%.

Every unprocessed anxiety sits chemically locked in tissue around your organs .. killing your sleep, energy, and mood.

Scroll to learn the 9 minute fix:
Step 1 of 3

The 9 Minute Protocol:

Dr. Sarah Chen'S routine uses Lymphatic Drainage + Vagus Nerve Stimulation .. Not Yoga, Not Meditation.

A Physical Manual Protocol.
Read 17 tweets
May 16
🚨 BREAKING: Claude has a feature called ADHD Executive Function Mode.

You can use it to hack your brain’s dopamine and finish a week’s worth of work in 4 hours.

Here are 7 prompts to access it: 👇
1. The Task Paralysis Shatterer

Prompt: "I am staring at [Task] and can't start. Break this down into 'Ridiculously Small' steps that take less than 1 minute each. Give me the first step and tell me exactly where to put my hands to begin."
2. The Dopamine Menu Architect

Prompt: "I am feeling under-stimulated. Create a 'Dopamine Menu' for me with 5-minute 'Appetizers' (quick movement), 20-minute 'Entrees' (deep work), and 10-minute 'Sides' (creative play) to keep my brain engaged."
Read 10 tweets
May 16
1/ Many optimization problems are hard in theory.

But real OR and NP-hard instances often have exploitable structure.

Can an LLM agent discover that structure automatically and turn it into faster solver code? Image
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TL;DR:

1. PACE 2025 Dominating Set: valid on all private instances, ~100x faster than top solvers.

2. Synthetic task distributions: high-quality solvers, O(100)x faster.

3. The generated solvers improve the computation itself, yielding better runtime complexities. Image
2/ The complexity story:

Worst-case hardness is about arbitrary instances.

Real workloads are not arbitrary. They have structure.

Find that structure, and hard generic search can become fast specialized computation. Image
Read 9 tweets
May 16
Cozumel, México.

Células sionistas de la secta talmúdica Chabad Lubavitch operan en México sirviendo de refugio a criminales de guerra y enviando recursos a su ejército genocida. Esta secta está ligada al espionaje israelí y redes criminales. Información completa en este hilo🧵: Image
Bajo el disfraz de organización religiosa, esta secta ultra sionista con centros en al menos 12 ciudades mexicanas aloja a militares israelíes, criminales de guerra, pedófilos, asesinos y espías. A su vez reúnen recursos para su ejército.

Del Chabad Cozumel:
Disfrutar de las playas mexicanas y “rezar” luego de matar niños en Palestina, como estos genocidas en el Chabad de Cozumel: Image
Read 12 tweets
May 16
Another Caesar is coming, and Western civilization is at a turning point, says German historian Oswald Spengler.

He claimed we live in “the most trying times known to history of a great culture."

And there's no offramp.

Here's what Spengler predicted: Image
Oswald Spengler is best known for his two-volume work “Decline of the West”, first published in 1923.

A German schoolmaster turned reclusive scholar, Spengler presented a unique vision of history that predicted the rise and fall of civilizations… Image
His work became an instant success upon publication, selling 100,000 copies by 1926 as its philosophy — depicting western culture as a tired civilization amidst decline — resonated with German intellectuals looking to make sense of their predicament after WWI. Image
Read 36 tweets
May 16
Algumas informações importantes que levantei sobre a última pesquisa Datafolha.

Siga o fio!

1) O arquivo de entrevistas bairros e cidades fala que as entrevistas foram feitas nos dias 13 e 14 de maio:

2) A amostragem de renda da Folha está trazendo um número muito maior de pessoas na faixa até 2 SM e um número muito menor de pessoas na faixa de mais de 5 SM (salários mínimos). Ou seja, estaria acrescentando um viés provável pró-Lula. Flávio poderia estar MUITO acima do Lula nesse exato momento, pois se mesmo entrevistando mais um grupo que favorece mais o Lula do que a média da população, ainda assim aparecem empatados no 2o turno, com rejeição bem maior para o Lula.

3) Fazendo o cálculo de probabilidade (não temos reporte do resultado com faixas de renda para reponderar), estimamos que Lula poderia ter 1.6 p.p a menos e Flávio entre 2.8 e 3.3 p.p a mais.

4) Em SP, de novo privilegiando bairros como Pinheiros e Perdizes, tradicionalmente esquerdistas. Santana está mais à direita, mas outros bairros de periferia são todos mais esquerdistas.Image
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5) Curiosidade: Jair aparece com 3% na espontânea ainda. Sinal de que a perseguição não funcionou tanto assim.

6) Rejeição de Lula bem maior que a de Flávio, 4 pontos de diferença. Isso com uma amostra mais enviesada do ponto de vista de renda.

7) O questionário tem várias perguntas que a Folha ainda não publicou, mas que vão gerar outras matérias e relatórios sendo enviados para partidos de esquerda, porque até o momento não encontrei muitas das informações perguntadas.Image
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Mais perguntas que ainda vão gerar matérias nos próximos dias.

Interessante, percebam: estão levantando informação para saber quem o público gostaria para um ministro do STF. Similar às ideias das ONGs do Soros de colocar minista negra no STF? Analisar os questionários das pesquisas é sempre prever o futuro.

Várias perguntas que ainda não vimos nenhum tipo de número, como vocês podem ver nas imagens abaixo.

Estamos vendo os mesmos erros de pesquisas de 2022, principalmente a falta de transparência, se repetindo em 2026.Image
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Read 6 tweets
May 16
Aprovechando el boom de San Isidro, la tradición y el neocasticismo en Madrid y como mucha gente no entiende como hemos llegado hasta aquí ni la relación de los madrileños con sus fiestas voy con él hilo definitivo para entender que pasa con las verbenas y los chulapos
Es importante entender que el Madrid de la corte y el Madrid de la Villa no son frases hechas. Son hechos históricos y sociológicos de la ciudad de Madrid. Madrid ha sido históricamente una ciudad segregada.
El Madrid de la capitalidad, de la élite política y social era un +
invadió el Madrid de la villa. Aumentó muchísimo la población, subieron los alquileres, aparecieron barrios hacinados, y se creó una enorme diferencia entre quienes vivían cerca del poder y quienes sobrevivían sirviéndolo. Es decir los mismos problemas que vemos hoy están +
Read 38 tweets
May 17
NEWS FLASH: PEOPLE CAN TELL YOU'RE USING CLAUDE.

The structure, the tone, the polish. It all gives it away.

6 prompts that fix it:👇
1. The Real Person Rewrite

"You are an editor with a sharp eye for writing that reads as constructed, not spoken. Rewrite this the way someone who actually lived it would say it: a little rougher, more direct. Cut anything that feels rehearsed, overbuilt, or written to sound impressive. Text: [paste]."
2. Thought Flow Fix

"This is not a grammar fix. It is a thinking fix. Rewrite this so the ideas move the way a real mind moves: uneven in places, punchy in others, sometimes slower. Break any pattern where the writing feels too controlled or too evenly paced. Text: [paste]."
Read 7 tweets
May 17
Este es el Dr. Otto Warburg.

Ganó el Premio Nobel por descubrir cómo se alimentan las células cancerosas.

Luego descubrió una manera de prevenir el cáncer, la diabetes y la obesidad, pero cuando la reveló, el sistema médico lo destruyó.

Aquí están sus 7 hallazgos ocultos que nunca debes descubrir: 🧵Image
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Un premio Nobel ocultó sus hallazgos porque su teoría no encajaba con el modelo de negocio farmacéutico.

Esto es lo que no querían que supieras...
En 1931, Warburg ganó el Premio Nobel de Medicina por identificar la causa principal del cáncer.

Demostró que las células cancerosas cambian de la energía basada en el oxígeno (respiración) a la fermentación del azúcar incluso en presencia de oxígeno.

Esto se conoce actualmente como el Efecto Warburg.Image
Read 13 tweets
May 17
🚨 BREAKING: Claude has a hidden feature called Burnout Recovery Protocol Mode.

You can use it to reset your cortisol baseline and recover 6 months of exhaustion in 14 days.

Here are 7 prompts to access it: 👇
1. The Cortisol Audit

Most people try to "rest more" without knowing what's actually draining them.

This prompt maps your stress baseline so you stop guessing.

Prompt:


You are a behavioral scientist specializing in chronic stress and HPA axis dysregulation. You've worked with 1,000+ high-performers recovering from burnout.



I need a precise map of where my stress is coming from before I can design a recovery protocol. Surface-level "I'm tired" is not enough.



Ask me 12 targeted diagnostic questions across 4 categories:
1. Physiological signals (sleep quality, energy curve, body symptoms)
2. Cognitive signals (decision fatigue, brain fog, rumination)
3. Emotional signals (irritability, flatness, dread)
4. Behavioral signals (avoidance, overworking, withdrawal)

Wait for my full answers before moving on. Do not generalize.



- Stress Profile Summary (3-sentence diagnosis)
- Top 5 stress signatures, ranked by severity
- Peak stress windows (time of day, day of week)
- Recovery deficit estimate (weeks of accumulated debt)
- 3 immediate red flags requiring action this week
2. The Energy Leak Detector

20% of your inputs are causing 80% of your exhaustion.

This prompt finds the exact leaks in YOUR life. No generic "scroll less" advice.

Prompt:


You are a personal energy auditor trained in Pareto analysis and behavioral economics.



I need to identify the specific people, tasks, environments, and commitments draining me disproportionately.



1. Ask me to list every recurring commitment in a typical week (meetings, calls, social obligations, content consumed, side projects)
2. Have me rate each one from -10 (drains me) to +10 (energizes me)
3. Calculate my weekly net energy score
4. Identify which commitments are negotiable vs. fixed
5. Build the cut list, the negotiate list, and the protect list



- Energy Drain Top 5 (ranked, with weekly hour cost)
- Energy Source Top 5 (ranked, currently underutilized)
- Net Energy Score: current vs. target
- The Cut List (eliminate this week)
- The Negotiate List (renegotiate this month)
- The Protect List (defend at all costs)
Read 9 tweets
May 17
I am currently active in the Chinese EV market and have been for a while. I would like to share some lessons I have learned to help anyone interested in importing cars from China. I am typing this in real time, so this will likely be a long thread. 🧵
The usual caveat: I am not an importer or a car dealer, and I am not doing this to sell cars. Please do not come to my DMs to buy a vehicle. I am simply sharing information that people might find useful so they can avoid costly financial mistakes.
Although this thread will focus on EVs, the same principles generally apply to internal combustion engine (ICE) cars and plug-in hybrids. ( avoid plug-in hybrids. lol)
Read 19 tweets