Recent well liked threads

INDEPENDIENTE — REVOLUCIÓN SOLAR 2026

#Independiente transita un año de activación deportiva fuerte y desafiante: el Ascendente de la RS cae sobre la Casa 5 natal, poniendo al fútbol en el centro de la escena. Júpiter exaltado en Cáncer rige el año desde la Casa 8, prometiendo capacidad de rescate a través de pago de deudas y negociaciones. Saturno en caída y Neptuno sobrecargan la faceta deportiva. El Sol en Casa 5 ata el prestigio al campo de juego. Todo apunta a una misma conclusión: con buenos resultados, la economía del Rojo va a estabilizarse y el club comenzará a despegar.

Me ayudan mucho con un RT! Este hilo que comparto es solo una síntesis. El análisis completo forma parte de un informe de 50 páginas que elaboré para el club de cara a este año.

Vamos con el análisis 👇

@Independiente

La identidad del Rojo en 2026 entra por la puerta del fútbol. Año que se juega en la cancha. No hay vueltas. Todo lo que Independiente necesita recuperar en 2026 pasa por lo que haga futbolísticamente. No es un año de oficinas, de reestructuración silenciosa ni de esperar. Es un año donde el club se define por cómo juega, cómo compite, cómo sale a mostrar la cara. Significa que cada resultado pesa más de lo normal, que cada torneo importa más de lo que parece, que la cancha no es solo cancha: es el termómetro de todo lo demás.

Que el fútbol sea el centro no significa que todo fluya. El año muestra una zona deportiva SOBRECARGADA. Hay demasiada presión sobre el rendimiento. Demasiada expectativa. Demasiado peso histórico cayendo sobre lo que pase en cada partido.
Esto se traduce en algo muy concreto: el equipo va a cargar con más de lo que le corresponde. Cada derrota se va a sentir como crisis. Cada victoria se va a sobredimensionar. La irregularidad no va a ser solo futbolística, va a ser emocional y mediática.

Dating App x kaju Mommyyy
Part-1
Character-
Kaju- 42y, oka big shoopping mall owner..mogudu poyi 10 years avutondhi..single amma ga chala responsible, but ee age lone kadha chaala korikalu...gula vastayi..puku lo vedi teerchevadikosam partner kosam vethukutundhi, so thana friend bumble app lo try cheymandi.

Ajay- 21y, kaju koduku, fair ga manchi fitness maintain chestunadu, modda avg 6inch size..not a virgin..already vesadu, valla madam anu ni and exgf vaishu ni

This story is a work of fiction, not meant to hurt anyone, if you got offended then ping me for content removal.

1/n
//Story//
Summer, mrng 7am

Ajay lechi...clg dumma kotti room lo light veskokunda kallu chaapi phone lo sadhana ani oka influencer reels and pics and exclusive content chusthu modda ooputunadu

Ade time lo kaju mrng lechi machi tight saree katti baitaki veldam ani ready ayyindi

Kaju: ajjjuuu...legu...entha sepu padukuntav Ajay earphones valla em vinipinchatledu Kaju door tesindi... Modda shine avuthu undhi...ajay battalu vippesi unnadu Ajay: huh? Amma? Enduku vachav

ani amma ni ah saree lo chusthu undi...motham karchesadu...threads la motham spray avutundi..vadi body mida chest mida face mida K: chi em panul ra avi...

Ani door musesi vellipoyindi
Kaju baitaki vachaka
Veedi modda enti intha undhi...uff...na koduku pedhodu ayyadu...naku sukam kavali...main ga modda kavali..cha cha vaadu na koduku ani anukuntu vellipoyindi

Kaju manchiga ready ayyi mall ki vellindi...akkada male workers antha kaju vaipe chustunaru....kaju ah chupulani feel avuthu guddha oopukuntu veltundi...

Prathi worker...manager... sales boy..nundi...cleaner daaka prathi vaadi kannu..valla moddalu ..kaju vaipe

2/n
Ajay fresh ayyi
Amma enti intha hawt ga undhi...but amma kadha nen alantivi cheyyakudadu ani laptop open chesadu...

Ajay ki mylfs ante pichi...so evarithonaina relation ki veldama ani alochisthu bumble app instal chesadu
Age priority 18-45 pettadu
Swipe chestunadu...ala oka 20 mins tarwatha oka account kanipinchindi
Miss k ani undhi(face covered), age 42
Ajay: abba backless blouse lo emundi...uff open to anything anta..abababa

Ani pic ni screenshot tisi zoom chestu chustunadu...location hyd kabbati swipe chesadu
Sulla oopatam start chesadu

//Repost//
MALDIVES LO M0MMMYYY
Ft.Sureka
Genre:-
Sureka,age 45 okappudu traditional wife kani divorce tarvata she is a slutt..pachiga
lanja anukondi
Gani age 23,nanna businessman, baga rich
Gani valla frnds tho Maldives vachadu
1 day rest and konni places chusaka..night ayyindi

1/n
Pub ki vellaru, akkada oka mylf kanipinchindi, loose dress lo sallu oogela dance vestundi..makeup vesi manchi kirrak fig la undi
3,4 members danni ekadipadite akkada touch chestunaru..gani approch ayyadu
G: hi
S: hi
G: your name?
S: sureka...call me suu
G: telugu na?
S: sss

2/n
Sallu kanipinchela vongi
chupistundi
G: (uff sallu) enti spl?
S: na bday
G: oh hbd su
S: tnx...join us ani sallu chupistu cake cut chesindi
(Oka cake piece cut chesi thanu notlo petukuni gani ni laagi deep cake kiss ichindi)
G:ummm uhmmm(thana kallaloki chustu sallu pisukutu)

Google Gemini can now completely rewire your brain so you can learn anything at lightning speed.

Here are 7 Gemini prompts to learn anything 10x faster:

1. Feynman Learning Method

"Teach me [insert topic] in simple language as if explaining to a beginner. Then ask me to explain it back in my own words and point out gaps in my understanding."

2. First Principles Breakdown

"Act as an expert instructor. Break down [insert topic] into its most fundamental building blocks using first principles thinking so I understand the core logic instead of memorizing surface-level facts."

1/ Excited to report we have a new paper out @Nature today! The bottom line: training data for LLMs does not just fall from the sky - it is created in the context of existing social political institutions - and that has consequences for LLM output.

nature.com/articles/s4158…

2/ More specifically, in countries with lower levels of media freedom, when you query models in the language of that country about politics in that country, you are more likely to get a pro-regime/leadership answer than if you ask in a different language.

3/ We think this works via control over the media environment & therefore the training data. More state control over the media means less critical LLMs. 6 studies spanning 38 countries, detailed below:

"Kebijakan itu disebut membuat Google menjadi satu-satunya penguasa pengadaan laptop pendidikan di ekosistem teknologi pendidikan nasional."

Kalau temen-temen tidak memahami bahaya dari kalimat di atas, saya utaskan tulisan lama saya di Tempo, tahun 2022:

-Utas-

PENAMBANGAN DATA PENDIDIKAN ATAS RESTU NEGARA| Koran Tempo, 23 Juni 2022

Human Right Watch (HRW) menerbitkan laporan berjudul ‘How Dare You Peep My Private Life?”pada mei lalu (2022). Lembaga internasional hak asasi manusia itu melaporkan 164 perusahaan teknologi pendidikan,

yang mereka sebut “Edtech”, yang melanggar privasi anak karena menambang data digital pelajar pada masa Pandemik Covid-19. Praktik ini bahkan didukung oleh 49 negara berpopulasi tinggi, termasuk Indonesia.

“Trans Women Are Women” was ~6X as common as “Trans Men Are Men” in ~2020; every variation of trans women/woman/girls/girl is similarly more common than the corresponding version of trans men/man/boys/boy—this is for published books via ngrams but same holds for media (see below)

https://twitter.com/wesyang/status/2054626625858289907

This charts the share of articles published in US national media publications that mention certain terms per month. Peak “trans men” was lower than all but the 3 lowest months for “trans women” (the 3 anomalous peak-Covid pre-Floyd months). Ditto for “trans man” vs “trans woman.”

Mtu akiweza soma tweets zenu hawezi jua we are seriously food insecure & poor na barely above the average score in worthwhile metrics (F2). For our nutrition na future generations, we need to get the national GM crop area to about 5% or more

https://twitter.com/0chibo_/status/2054532774334246941

Kenya isn't that healthy juu life na healthy life expectancy rates zetu ni way below average ya the GMO dominant nations na that should guide your arguments on the merits & demerits of such advancements
georank.org/life-expectanc…

خسَر ابنُ سيرِين ثروتهُ، فقيلَ له: خسَارتك عَظيمة.
فقَال: هذا ذَنب أنتَظر عقوبتهُ، منذُ أربعينَ سَنة.

فسألوهُ: وما هوُ؟
قَال:

قبل الإجابة :

حاجٌّ أنهكه الحر والعطش… وربما تكون أنت سبب راحته بدعوة صادقة 🤍

لا تحرم نفسك أجر سقيا الماء في أعظم الأيام.

ساهم ولو بريال:
saqya-ajyad.sa/p/162382

قال:
“بل هذه عقوبة ذنبٍ أذنبتُه منذ أربعين سنة.”

تجمّد من حوله في أماكنهم…
أربعون سنة كاملة وهو يتذكّر ذنبًا واحدًا؟!
فسألوه بلهفة:
“وما الذنب

If your Gmail got hacked tomorrow, you could lose access to your:

- Bank logins
- Social accounts
- Business tools
- Cloud files
- Password resets

Your email is the master key to your life.

Here's the 30-minute setup that prevents this ↓

Step 1: Turn on 2FA

Go to:

Google Account → Security → 2-Step Verification

Use an authenticator app or passkey.

Do NOT rely only on SMS.

SIM swaps are real, and phone numbers are weak security.

Step 2: Add a passkey

Passkeys are one of the best upgrades you can make.

They use your device + biometrics instead of a password.

No code to steal.
No phishing link to trick you.
No “enter your 6-digit code” scam.

My dear brother, Mau Mau fought against land alienation, police violence and lack of sovereignty. They were not alone. The trade unionists, Dini ya Msambwa and Barsirian arap Manyei were also in colonial detention at the same time. What made the status of the Mau Mau different is that the British decided to also engage in collective punishment of the Kikuyu Embu and Meru and pretend that the struggle was ethnic, not political.

So few Kenyans know that the Maasai, the Kamba and the Luhya participated in the Mau Mau. Chief Mukudi of Samia was detained by the British for administering the Mau Mau oath. I saw ES Atieno Odhiambo mention some Luo soldiers in the Nairobi ranks of the Mau Mau but I lost the reference. I'll keep looking for it.

Independence isn't liberation. It's the management of the colonialist state by Africans.

The whites were not chased out. They are still here. They still own land, plantations, mines and major installations. They gave us CBC. They just got a military agreement in Mombasa which exempts soldiers from prosecution. Wazungu didn't leave. They retreated from visibility, but not from power.

Until the late 1950s, the British had no intention of leaving. In their dream, Kenya was to be a multi-racial state. Shortly after, they aimed to leave in 1975. Then after, they decided to leave in 1963, but before they did that, they needed to ensure that Kenya was left in the hands of the sympathizers, your Lancaster people and the #IwenttoAlliance's.

Whites remained in the independence government, protected by Sir Charles Njonjo of Kabeteshire. Bruce Mackenzie was Ministry of Agriculture. Humphrey Slade the Parliament speaker. Goeffrey Griffin, a former information officer, started Starehe. Carey Francis moved to Pangani High School. In 1972, UoN students were violently suppressed by the police after complaining about the architecture department being staffed by wazungu faculty who were failing the students. Guess who was in charge of Nairobi Provincial Police? James Myles Oswald, who had killed many Mau Mau fighters.

The decision of the British to hand over the state to Africans was forced by the African resistance, of which Mau Mau was a major player. The British realized that it would be too expensive to keep suppressing rebellion, especially because the Mau Mau started to regroup in 1961. Plus the whole pan-African world's imagination was captured by the resistance. It was cheaper for the British to have African elites, your favorite Lancaster guys, rather than settlers, in charge. But overall, the British remained in charge from London.

Forcing the British to hand over the colonial state doesn't mean we were liberated. It just means we got black settlers in charge of the state, instead of white ones.

Reading helps even the best and the brightest.

FYI
businessdailyafrica.com/bd/lifestyle/s…

Some interesting details about ODOC Program – One District One Cuisine

Recently approved by Uttar Pradesh Cabinet, the program aims to promote distinct dishes of every district on the lines of ODOP – One District One Product

Over 200 dishes from 75 districts are getting a mega promotion. A thread🧵

First, some most interesting dishes!

Ever eaten a sweet that sounds like a weapon or a disaster? UP has them.

🍭Atom Bomb Sweet ~ An unique Rasgulla from Jaunpur's Sujanganj.
🍭Palangtod Sweet ~ Curdled milk based sweet from Shamli.
🍭Habshi Halwa ~ Special Sohan Halwa dish from Rampur.

If you aren't from Uttar Pradesh, these unique snacks will sound completely new to you:

🍭Singhada Kachodi ~ Popular, nutritious, and crispy snack typically consumed during Vrat from Bijnor.
🍭Bhune Aloo ~ Street-style sand-roasted potatoes from Farrukhabad.
🍭Launjhad ~ A local delicacy from Kothawan block of Hardoi.

THAPPU EVARIDHI FT. RASHMIKA MANDANNA
Purely inspired from X stories found on google
Part 1

Rashmina oka padhathi gala brahmun kutumbam nundi ochindhi.. Age 30. thana husband bank employee age 35..Idharu manchi couple pelli ayyi 6 years avthundhi oka papa oka babu..chudataniki kathi laa untadhi 32-28-34
Model figure

The story starts here in Rashmika POV
R : asalu thappu antha nadhey nenu ee idea ni maa vaariki ichundakudadhu..
Few days back
Rashmika ki oka magazine dorkuthundhi.. andhulo chadhuthu unte... Oka kind of "Akrama-sambandham" story kanipisthundhi
Andhulo Mama - kodali pai

Stubb: Russia failed on every front — Ukraine became European, NATO gained Finland and Sweden.

In WWII the Soviets marched 1,600km in four years. Russia has moved 60km in four years now. They won't test Article 5 — they'll hit us below it. That's already happening.

1/

Stubb: Ukraine kills or wounds 30–35,000 Russian soldiers per month since December.

Ukraine now fires more drones and missiles into Russia than Russia can answer. In April, Ukraine took back more territory than Russia gained. Ukraine holds all the cards.

2/

Stubb: Russians ask: why are we in this war? Why are we losing this many young men?

Russia closed Telegram, WhatsApp, the internet — and people noticed. Ukraine negotiates from strength.

3/

I think hormones & culture matter enough—you know what T does—that yes, people who constantly megadose themselves with estrogen & aggressively parrot sterile feminized norms are women, with all that entails (eg loss of propositional consciousness). In fact, even Gay Men Are Women

Either the great feminization is real, or it’s not. If you accept its reality—eg notice how even straight guys now mostly code as 1990s gay, eg in voices & mannerisms, & gay guys are now obviously even/way worse—& believe (as I do) that male spaces have masculine feedback loops…

Then of course it’s silly that the main pushback to the most cartoonishly femme guys, in the most cartoonishly femme culture, adopting the most cartoonishly femme tactics, & ingesting the most cartoonishly femme drugs… is “theyre not femme enough for our holy femme pronouns uwu”

Yo @_Re_UPS @Re_UPsMedia this song is wild!

Is this the FBA @tariqnasheed someone say it’s a new Atlanta singer — but I thought the voice was from big cousin!

@GainesKash @ChinetaLynn @YNB @BreakingBrown @Ludacris @dom_lucre do you all know? Is that the real Tariq singing? 👇

https://twitter.com/prchasnolimit/status/2055115792501420116

Here is the Amazon link in case you all missed it?

More importantly @breakfastclubam are yall backing @KeishaBottoms or @TeamJacksonHQ — some black dudes made this for him — That is cool. @burtjonesforga gave him the name and the song writers flipped it music.amazon.com/albums/B0H1R5C…

@threadreaderapp shout out to hip hop for making politics fun again!

@BreakingBrown and @tariqnasheed rumors in Atlanta is @KeishaBottoms is going to get @Tip and @KillerMike to do a response song — but me personally I think the @TeamJacksonHQ is song is hard to beat!

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.

1/10

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.

2/10

PlusNeuntklässler
mit Glatze und Springerstiefeln:
▶️ Neonazi-Teens verbünden sich an Brandenburger Vorzeigeschule

Jugendliche schließen sich im Havelland zur „Kameradschaft Rathenow“ zusammen –
▶️ als Logo verwenden sie einen SS‑Totenkopf.

Die örtliche Schule schaltet die Polizei ein. Doch die Behörden haben nicht alles im Blick.

archive.is/ad1Pa

Die Jugendlichen der „Kameradschaft Rathenow“ sehen so sehr nach Neonazi-Klischee aus,
dass man meinen könnte, es handele sich um eine Parodie.
Der Skinhead-Stil der 90er Jahre galt auch in Brandenburg lange als nahezu ausgestorben,