Recent well liked threads

Apr 20
What a fascinating chart.

A real sign of the times.

You can’t put the deglobalization toothpaste back in the tube.

H/t to @chigrl for this great chart Image
The Structural Floor in Energy Prices

substack.com/home/post/p-19…
Read 2 tweets
Apr 21
🧵 THREAD

1/ Your daughter posts something online.

She is 19. In college. Trying to figure out what she believes. She shares a political opinion that an algorithm flags as problematic.

You do not see it happen. No one notifies you. No one tells her.

But 72 hours later, her bank account is frozen. Her student loans are suspended. Her digital ID shows a compliance violation.

And there is nothing you can do to protect her.
2/ You call the bank.

They tell you the freeze was triggered by a risk assessment algorithm. They cannot override it. They cannot tell you what caused it. They cannot tell you how long it will last.

You call the school. They say her financial aid was flagged by a federal compliance system. No human reviewed it. No appeal process exists.

You ask what she did wrong. No one can tell you. The system does not explain itself.
3/ You watch your child be excluded from society — and you are powerless to stop it.

She cannot buy food. Cannot pay rent. Cannot access her own money. Cannot prove she did anything wrong because no one will tell her what triggered the flag.

You offer to help. You try to transfer money. The system blocks it. You are now flagged for attempting to circumvent a compliance action.

Your account is frozen too.
Read 12 tweets
Apr 21
🚨قوقل قاعدين يقدّمون دورات ذكاء اصطناعي GRATIS مع شهادة رسمية.

الدورات هذي بتخليك تفهم الذكاء الاصطناعي من الصفر وتتعلم تطبّقه بالشغل أو بالمشاريع أو بالبيزنس.

بشاركك 6 دورات مجانية من قوقل عن الذكاء الاصطناعي (احفظها 🔖): Image
1. مقدمة في الذكاء الاصطناعي التوليدي

كورس قصير وواضح مرة عشان تفهم وش هو الذكاء الاصطناعي التوليدي وليه قاعد يغيّر صناعات كثيرة.

بتتعلم:

• كيف تشتغل هالنماذج
• وش تقدر تسوي فعليًا
• أمثلة واقعية للاستخدام

Link:
skills.google/paths/118/cour…
2. مقدمة عن نماذج اللغة (LLMs)

الكورس ذا يشرح التقنية اللي وراء أدوات زي ChatGPT أو Gemini.

بتتعلم:

• وش هي الـ LLMs
• كيف تولّد نص
• وليه هي قوية لهالدرجة

Link:
skills.google/paths/118/cour…
Read 8 tweets
Apr 22
Los 11 mejores perfumes para hombre:

1. Sauvage - Dior Image
Image
2. Acqua di Giò - Giorgio Arman Image
3. Bleu - Chane Image
Read 12 tweets
Apr 22
100 Books to read before you die :

-Thread- Image
1-12 Image
13-24 Image
Read 12 tweets
Apr 22
7 fitness tests every man over 40 should be able to pass.

Most can't do more than 3.

Test yourself. Be honest.

= Thread =
1. Push-Up Test:

Drop and do as many push-ups as you can. Full range. No half reps. No sagging hips.

✅ 30+ reps: Excellent
✅ 20-29: Good
✅ 10-19: Average
❌ Less than 10: Red flag

If you can't hit 20 clean push-ups — your upper body strength is declining faster than you think.

Most executives I work with fail this one on day one. Within 90 days? Crushing it.
2. The 10 Minute Mile:

Can you run a mile in under 10 minutes?

Not a sprint. Not a marathon. One mile.

✅ Under 8 min: Excellent
✅ 8-10 min: Good
✅ 10-12 min: Average
❌ Over 12 min: Your cardiovascular health needs attention

This is the baseline for heart health, work capacity, and longevity.

If you're gassed walking up stairs → you already know the answer.Image
Read 14 tweets
Apr 22
Solo estás usando el 1% de Claude.

Así es como lo dominarás en una semana:

1. Descarga la app de escritorio.
☑ Ve a claude.com/download.
☑ Cowork solo funciona ahí.
☑ Paga el plan de $20 al mes.

2. Elige el modo correcto.
☑ Chat = cosas rápidas.
☑ Projects = trabajo organizado.
☑ Cowork = donde ocurre el trabajo en serio.

3. Crea una carpeta en tu ordenador.
☑ Esta es tu carpeta "Cowork".
☑ Claude lee todo lo que hay dentro.

4. Añade tus archivos de texto .md.
☑ Tu estilo de escritura.
☑ Tu trabajo pasado.
☑ Tus reglas.

5. Haz que Claude te haga preguntas.
☑ Busca prompts de tu sector

6. Conecta tus herramientas.
☑ Slack. Google Drive. Notion.
☑ Úsalo para trabajo real.

7. Automatiza una tarea.
☑ Crea un proyecto.
☑ Escribe tus instrucciones.
☑ Sube tus archivos para trabajar en ellos.

(guarda esto para ser del top 1% de usuarios de Claude)Image
Si generas videos con Claude code mira esto👇
Read 2 tweets
Apr 22
Millions of people struggle with depression.
In many cases, the root cause is a simple nutrient deficiency.

Here are 5 key deficiencies that can silently trigger depression.

1/ Zinc… 🧵 Image
Zinc is essential for neurotransmitter production and hundreds of biochemical reactions.

Deficiency can be genetic or dietary, especially in vegetarians, vegans, or those who don't eat a lot of animal products.

Sources include red meat, shellfish, and other animal proteins.
2/ Vitamin B12

B12 is essential for producing serotonin, the neurotransmitter that helps regulate mood.

Deficiency can contribute to fatigue, low energy, and symptoms of depression.

Common causes include low stomach acid, absorption difficulties, or inadequate dietary intake.
Read 12 tweets
Apr 22
If you’re buying real estate solely based on numbers, you’re already losing

Real estate isn’t just numbers in excel. It’s tangible

Here’s how to actually analyze a property without making that costly mistake:

First thing most investors do when they see a deal is open excel and look at the numbers

“What’s the cap rate?”

This is extremely stupid. You’re not buying numbers in excel, you’re buying real estate

The real estate drives the returns

If you buy bad real estate that no one wants to live in, no amount of number crunching is going to save you

Bad real estate is bad real estate and you’ll be stuck holding the bag

So you want to vet the physical real estate *first*

I like to break the analysis of physical real estate into 2 categories

1. Competitive advantages
2. Structural advantages

If the property doesn’t have advantages in each category, it not only will struggle to find tenants but it’ll appreciate slower than comparable properties

1. Competitive advantages:

When you're looking at the property, ask yourself do you want it at the market price or would you "pay up" for this real estate?

I know this sounds counter-intuitive but what you're trying to figure out is, is this property better than average in the market so would you be willing to pay higher than average price for it?

You're looking for competitive advantages

What gives this property a leg up on it's competitors? Does it have larger rooms? A bigger yard? Better amenities? Higher quality finishes?

If you were a tenant, would you rather rent here or rent somewhere else? Would you feel proud to own this property?

The last two are likely the most important

Put yourself in the tenants' shoes and genuinely ask yourself whether you would rent at this property compared to the rest of the market

A great test is to pretend to live a day in the life of your tenant. Where would you go to the grocery store? To the gym? To restaurants?

Would you be willing to pay more to live in this building for the “convenience factor” of being closer to everything?

Tenant willingness to pay means higher rent which means higher eventual property value

This is one of the reasons why poor real estate underperforms and great real estate almost always outperforms

2. Structural advantages (location):

This means hopping onto google maps and looking at the property itself, then the surrounding area

Once you get a good feel for the area and the surrounding amenities, you should be able to determine if the building has a structural advantage

Let's say the building is in a severely supply-constrained market. Is it possible for lack of housing to result in 20% year over year rent growth?

Absolutely.

Let's say the building is right next to a large employer

Instead of commuting with a car/bus/train, residents can walk to work, saving both time and money. Could that possibly lead to 20% year over year rent growth?

Absolutely.

Let's say the building is in a great school system

Would parents pay another 20%/year-over-year to be in that school district over a worse school district? Is there even any increase that would be "too much" for parents to spend on their child's education?

This works for the physical attributes of the building as well

Let's say the building is 10 stories tall (grandfathered in), while all the other buildings in the area are only 5 stories tall. Would tenants pay another 20%/year-over-year to keep their views?

Probably.

You find out if the asset can do the heavy lifting for you or if it’s going to be difficult to sell to tenants

Vetting the physical RE is of utmost importance and should be done *before* ever looking at the numbers

You almost shouldn’t want bad RE, at any price (with some exceptions)

But if you follow this simple framework, you should be able to identify good RE with relative ease
Acquisitions Bootcamp is for anyone who wants to make real money in real estate. 8-week program where you work 1-on-1 with me to buy a deal

- 300+ students taught
- $50MM+ in deals bought
- 96% satisfaction rate

Click below to book a call to apply: calendly.com/realestategod/…
Read 2 tweets
Apr 22
The oil crisis is worse than anything in modern history.
Nobody is panicking.
That’s the problem. 🧵
The world uses 100 million barrels of oil per day.
Right now, 15–20 million of them are missing.
That gap is larger than the entire daily oil consumption of the United States.
And you haven’t felt it yet. Here’s why 👇
Every country has been burning through emergency stockpiles to mask the shortage.
JP Morgan & Kpler data shows the last Gulf shipments reached their destinations between April 8–19.
That window is now closed.
The buffer is gone. The real shock starts now. Image
Read 7 tweets
Apr 22
J’ai passé 3 ans à collecter les meilleurs sites internet.

Voici mes 10 préférés la plupart sont totalement gratuits 👇

[ Épinglez ce thread 🔖 vous en aurez besoin ] Image
1- Auto Draw

Griffonne n’importe quoi à la main et l’IA transforme ton dessin en illustration propre en temps réel.

Téléchargement gratuit.

🔗 autodraw.com
2- My90sTV

Tu es né dans les années 90 ?

Retrouve tes émissions d’enfance en streaming gratuit.

Plus de 37 500 chaînes disponibles. La nostalgie pure.

🔗 my90stv.com
Read 13 tweets
Apr 22
I built an agent that mails a custom picture of your own house (creepy?)

Type any address (or upload a CSV).

Hit enter.

Sixty seconds later you're looking at a photograph of that house.

Lit up at night. Full permanent lighting traced along every eave and peak.

Not a stock photo. Not a rendering of a house that sort of looks like it….

THEIR HOUSE.

The one they pulled into this morning.

- Pipe that image into a 6×4 postcard template (or even better use an API).

- Print five hundred of them. Drop the stack at your local post office under USPS Every Door Direct Mail. No mailing list. No names. No opt-ins. Just "every door on carrier route 14B, go."

Three days later, every homeowner on that block opens their mailbox and finds a photograph of their own house. Already lit up. On a postcard. With your phone number on the back.

They didn't ask for it. They didn't send you a photo. They've never talked to you!

That's the agent.

Or skip USPS entirely.

We'll let agents run the whole thing for you.

- Hand us the address list.

- We render, print, stamp, drop.

You never touch a postcard!

And every postcard can carry a unique QR code tied to that specific address.

When 184 Chestnut Lane scans theirs, you don't just get "someone's interested."

You get 184 Chestnut Lane is interested.

Call them (or door knock!) tomorrow

We originally built this for a permanent lighting company, run by a handsome gentleman wearing a rolex in a podcast studio.

Swap the modification prompt and you have a new product tomorrow:

- Roofing. New shingles. Color swaps. Before/after.

- Siding & exterior paint. Color picker → rendered house.

- Garage doors, front doors, windows, fences, driveways.

- Landscaping. Front yard transforms. Xeriscaping. Tree removal.

- Commercial signage. Render the new sign on the actual storefront from Street View.

- Pressure washing. Dirty → clean.

- Interiors. kitchens, baths, fireplaces, basements, flooring. Interior photos are all over the internet, and send a mailer when the house changes hands.

If your customer can't picture what you're selling them, this is for you.

We're building these for $500 bucks, then usage (no seats or retainers or whatever).Image
Learn more about this tool here:

zippy-essence-bzjy.here.now

Learn more about what we are doing here:

shipyourweekendproject.com
also i didnt build it @zakimahomed and our growing team of AI devs did.... but i think a first person hook is better
Read 3 tweets
Apr 22
If you are looking for a primer on leveraged finance, restructuring or credit investing concepts, this thread is for you

Few fantastic slides from an old leveraged finance handbook by Bear Stearns

🧵

1/ Introduction to leveraged finance Image
2/ Company decision to use debt in the capital structure Image
3/ Overview of debt classification Image
Read 15 tweets
Apr 23
New OFFICIAL Info of the Candidates

Nepgear and her HDD Form Character Bio Image
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Uni and her HDD Form Character Bio Image
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Rom and her HDD Form Character Bio Image
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Read 4 tweets
Apr 23
On a soybean farm in the Brazilian state of Tocantins, police found 42 people living in slave-like conditions.

28 of them were housed inside a single 70 x 70 building. There were no toilets. There were no showers.

The farm was called Fazenda Colorado. It was controlled by a company called Brookfield.

A Brazilian labour court ruled against the Brookfield-controlled firm. The ruling was upheld in December 2021.

The man who was Vice-Chair of Brookfield at the time is named Mark Carney.

A year later, he was promoted to Chair. (𝘏𝑒𝘢𝑑 𝑜𝘧 𝘉𝑜𝘢𝑟𝘥).

He is now the Prime Minister of Canada. 🇨🇦

Stay with me.

🇨🇴 In Colombia, another Brookfield owned company — began building a wind farm in the year 2020.

The turbines were raised on Wayuu ancestral land. The Associated Press, reporting earlier this year, wrote that the wind farm "looms over the cemetery near Cabo de la Vela."

A cemetery. The final resting place for entire generations. Today turbines turn in it's sky.

Wayuu Nation eventually blockaded the site. The sign they held read: "Indigenous territory closed for grave human rights violations."

🇺🇸 In the United States, Brookfield operated dams on the Kennebec River in Maine. Conservation groups sued them in 2021, alleging the dams were killing Atlantic salmon from an endangered population.

The US federal energy regulator has since required Brookfield to change how those dams operate so that the fish can live.

🇨🇦 And now we come home.

Mississauga First Nation — near Lake Huron's north shore, ~2 hours north of Toronto — is suing Brookfield and the Ontario government for $100,000,000.

Four dams on the Mississagi River, bought by Brookfield in 2002, that the community says destroyed their fishing sites, flooded their territory, and displaced their people. The First Nation was never consulted before the sale.

When the lawsuit was filed, Carney was Vice-Chair of Brookfield Asset Management.

The community's lawyer, Kate Kempton, described how they got here, in her own words:

"Brookfield shut the door in our face."

Four places. Four peoples. One company. One man at the top.

1/3 🧵Image
Here is what Brookfield — led by Mark Carney — told the public last year about where slavery risk lives inside its operations;

In its official Modern Slavery Statement, filed under Australian and Canadian law, the company wrote that the risk of modern slavery within the majority of its third-party vendors is low.

Then it named which of its suppliers it considered higher risk.

Three categories.

🖇️ Office stationery.
🧹 Cleaning.
🍽️ Catering.

That is what the company filed, to two national governments, in writing.

Meanwhile. On a Brazilian farm the company itself controlled, 42 people were living in slave-like conditions. 28 of them inside one house the size of two parking spaces... No toilets... No showers.

That wasn't a supplier. That wasn't a vendor.

That was Brookfield's own operation.

The Chair of that company, from 2022 until January of 2025, is the current Prime Minister of Canada.Image
Brookfield has a Trillion dollars in assets under management (AUM).

Indigenous peoples, First Nations, and court-documented workers have testified from four different countries about what this company did under this man's leadership.

🇧🇷 Brazil. 🇨🇴 Colombia. 🇺🇸 United States. 🇨🇦 Canada.

Every single claim is sourced; Global Witness. CBC Indigenous. The Associated Press. Brookfield's own filings. Anyone can verify every word themselves.

This isn't left or right.

Conservatives, Liberals, and New Democrats all represent ridings where First Nations live downstream of a dam this company owns.

You didn't know any of this yesterday.

You do today.

And that is how this ends.

Not with a Prime Minister resigning on his own, but with enough Canadians refusing to look away that the pressure becomes structural.

You are now a witness.

And witnesses change what happens next. 🇨🇦🍁

We give Canadians the receipts they haven't seen yet. Stand on Guard 🇨🇦 Share this with someone who hasn't seen it yet. #StandOnGuard #StandOnGuardCanada
Read 5 tweets
Apr 23
@MessiahYaniss16 Va te faire soigner espèce de cinglé raciste !
L'affaire vient juste de sortir, pour le moment il n'y a même pas encore de mise en examen et ça veut déjà la peine de mort car "blanc" ou pas "mUsliM" : faites vous soigner sérieux !
@MessiahYaniss16 Par contre une chose est certaine, les "escortes" n'étaient pas mineures contrairement à celles des tournantes de Benzema, Nasri, Ribéry & co !
Et tout le monde avait parlait des infidélités avec une escorte (majeure) de Giroud, plus que "Benzema & (la mineure) Zahia" !
Please unroll @threadreaderapp, pour archivage perso, merci.
Read 3 tweets