Most recent unrolls from @ThreadReaderApp

Feb 1
🧵 THREAD: This drop was not “price discovery.”
It was a test of your resolve and intellect.

What we just witnessed in silver was not a market accident.

It was a message.
And it was meant for March delivery holders. 👇Image
1⃣

📉 They smashed the paper price. Hard.
Right before delivery pressure builds.

Classic move.

The goal was simple:

👉 scare longs
👉 force rollovers
👉 delay physical stress

Not to “find a fair price.”
To buy time.Image
2⃣

📊 But here’s the part they didn’t like:

After a violent paper dump, March Open Interest dropped only ~6,100 contracts.

That’s it.

No mass capitulation.
No panic exodus.
No collapse.

Just… resistance.Image
Read 12 tweets
Feb 1
Longoria : "Benfica vient de signer un accord sur la commercialisation de ses droits télé à 57 millions d’euros par saison. L’Olympique de Marseille, cette saison, est autour de 17 millions d’euros. C’est une question économique."
Une question qui mérite d'être creusée.
Fact-checking : cette saison, le contrat TV du Benfica (qui portait sur 10 ans) est de 40M€. L’accord à 57M€ sera en vigueur la saison prochaine (sur 2 ans).
Entre 2014 et 2023, l'OM a cumulé 656,7 millions d’euros de droits TV (chiffres DNCG). Image
Image
Puisqu’on compare (ce qui est difficile de l’être), deux clubs dont le modèle est le trading.
Sur les quatre dernières saisons, le Benfica affiche une balance des transferts de + 245M€. L’OM : -110M€ (données transfermarkt).
Des chiffres à relativiser.
Read 11 tweets
Feb 1
Kate Osborne et al are following the advice in the infamous “Dentons document”, as superbly described by ⁦@jameskirkup⁩ from Dec. 2019. It recommends tactics to get laws passed to enable kids to “transition” without parental consent:/1 share.google/DWTfqkQJyJ81IL…
“In many of the NGO advocacy campaigns that we studied, there were clear benefits where NGOs managed to get ahead of the government and publish progressive legislative proposal before the government had time to develop their own. NGOs need to intervene early in the legislative process and ideally before it has even started.”/2
That is why she and her little clique went to the Council of Europe - where hardly anyone studied their report or Resolution in detail./3
Read 5 tweets
Feb 1
जाट पहचान दो स्तरों में तय होती है।

पहली बार कोई बच्चा आनुवंशिक (Genetic) आधार पर जाट पहचान धारण करता है। अर्थात् जाट पिता और जाट माता से जन्मा बच्चा जाट कहलाता है। यह पहचान जन्म से लेकर विवाह तक उसकी प्राकृतिक पहचान रहती है। 1/. Image
दूसरी बार जाट पहचान विवाह के बाद सामुदायिक और ट्राइब काउंसिल नियमों के अनुसार निर्धारित होती है। यहाँ ट्राइब काउंसिल और वैवाहिक संस्थान की भूमिका निर्णायक होती है। वैवाहिक रिचुअल्स की पवित्रता और गोत्र-आधारित आनुवंशिक संबंधों को ध्यान में रखते हुए यह तय होता है 2/.
कि कोई व्यक्ति सामुदायिक रूप से जाट है या नहीं।

अर्थात् विवाह के बाद वही स्त्री या पुरुष जाट माना जाता है, जिनका विवाह दोनों पक्षों से जाट परंपरा, गोत्र नियम और आनुवंशिक मर्यादाओं के अनुसार हुआ हो। 3/.
Read 5 tweets
Feb 1
Ok, let’s do this🙄

We’ll start with an explainer covering:

🕒What is a 15-minute city
🏫What on Earth is going on with Oxford
👽Where the conspiracy theories have come from

And then we’ll look at the Telegraph article

🧵
1/25 Image
What is a 15-min City?

It is a term coined by urban planner Carlos Moreno, a professor at Sorbonne University, in 2016.

It is how towns and cities evolved before cars were invented.

People lived, worked, and socialized in their local vicinity. Everything they needed day to day was easily accessible

2/
Then the car came along. And over time everything got built around the car.

People could live in the suburbs and commute to work, and then drive to an out of town shopping centre and cinema complex.

So we spent hours commuting, sitting in traffic, living disconnected lives.

3/
Read 26 tweets
Feb 1
Marzo de 1971. Los aviones del Chel Ha'avir, la Fuerza aérea de Israel, despegan para interceptar un contacto radar desconocido. El contacto acelera hasta mach 3.2 y asciende hasta los 63000 pies. Los aviones israelíes ni se le acercan. Notifican de esto a EEUU. Image
En los despachos del Pentágono empiezan a saltar las alarmas. Un año antes, en 1970, se ve en las fotos de un satélite espía un nuevo avión en desarrollo. En base a las más que poca información que se tiene se le considera capaz de derribar al SR-71. Image
Poco más se sabe de ese avión salvo que es sobresaliente. 6 de septiembre de 1976. en el aeropuerto de la ciudad de Hakodate en el norte de la isla de Okaido, Japón aterriza un avión de gran tamaño. Image
Read 23 tweets
Feb 1
*החרדים החדשים - תקווה עצומה או אסון גדול?*
אקדים אומר שאני מת על הרב גיא אללוף. היכולת שלו לנתח תופעות דתיות וחברתיות ולתת עליהם ביקורת בלתי מתפשרת אבל גם מאד חדה ומנומקת, היא מופלאה בעיניי. אני שומע אותו המון וחושב שהוא עושה עבודה מאד חשובה. 🧵 Image
ולכן כשראיתי שהתופעה שאני משתייך אליה ורואה את עצמי מייצג שלה - עלתה על שולחנו, הקשבתי לו מאד ברוב קשב.
שרשור מחשבות שעלו לי בעקבות השיחה: 🧵 Image
הרב מחלק את תופעת החרדים החדשים (או המודרניים או העובדים או כל שֵם אחר שאני שונא...) לשני סוגים. הוא מכנה אותם הרפורמטורים החיוביים והנאו רפורמים.
הרב אוהד מאד את הראשונים וחושב שהשניים הם סכנה גדולה.
Read 20 tweets
Feb 1
The data is in, so now we know how much the Feed-in-Tariff (FiT) scheme cost us in 2024/25. A thread 🧵(1/n) Image
First, overall generation under the scheme was down on the year at just under 8TWh. It is beginning to look like a downtrend has been in place since 2020/21 (2/n) Image
The total cost of the scheme fell slightly too to £1.84bn (3/n) Image
Read 8 tweets
Feb 1
There is not a single penny of charity to aid organisations that could have saved Hind Rajab.

Two years later, had she still been alive, not a single penny of aid could have saved her life if this happened again now. Her only option would be to given aid to leave. Image
Image
Image
Having watched the movie last night with my family, you forget little details from then.

You forget the ambulance the Red Crescent in Ramallah wanted to send, was only ever a maximum of 8 minutes away from her.
That the hours it took to get the green light for the ambulance to move, was only ever 8 minutes away - and this child was forced to live in fear, surrounded by the martyred corpses of her loved ones.
Read 10 tweets
Feb 1
Thread 🧵
February is a such a relief from long drawn out January , it feels fresh, lighter, and full of hope as days get longer.

It feels like a fresh start.

This months mentor is exactly that .
A fresh start and a reboot .
It was brought to my attention that there’s a lot of observers of 365 but there’s a fear of joining in.

There’s no gatekeeping here, but there’s always intention.

This month’s mentor gives us a reset. Back to basics .
This also may cause discomfort as the challenge is a complete slow down and a change from everything we know so far .

I’d like to use the opportunity to slow you all down as if it’s the first time you’ve taken a photograph.
Read 11 tweets
Feb 1
If Google wants you to pay for Gmail storage, do this first.

I went from 14.9/15GB to 4GB in one night.

I hope this helps you as it has helped me:
Step 1: Diagnose the Problem

Don't guess where the bloat is. Go to .

This gives you the exact breakdown.

- Is it mostly huge emails?
- 4K videos in Photos?
- Or big PDFs in Drive?

Focus your energy on the biggest offender first. For most, it's Gmail attachments.one.google.com/storage
Step 2: The "Big Fish" Search

Open Gmail on Desktop (this is much harder on mobile).

In the search bar, type: has:attachment larger:20M

These are the massive files clogging your arteries. Select all, and delete them if you don't need them.
Read 18 tweets
Feb 1
1/ Benzin pompacısı olarak çalışan, 92 yaşında ölen bir adam nasıl oldu da 8 milyon dolarlık hisse senedi portföyüyle hayata veda etti?

Ronald Read'in hikayesi, yatırımın en temel ilkelerinin bir kanıtı.

@BayTutumlu’nun kaleminden: Image
2/ 1921, Vermont, Dummerston.

Ronald Read, haritada zar zor görünen bu kasabada dünyaya geldi. Çocukluğu 1929 Wall Street çöküşü ve Büyük Buhran'la çakıştı.

Yokluğun, kıtlığın hakim olduğu yıllarda büyüdü. Bir parça ipin, yarım kalmış bir sabunun bile atılmadığı bir evde.
3/ Ailesinde liseyi bitiren ilk kişi olmak için her gün 6,4 km yürüdü.

Vermont'un dondurucu kışlarında, kar altında.

Mezuniyetin hemen ardından İkinci Dünya Savaşı başladı. Read, Kuzey Afrika'dan İtalya'ya, Pasifik'e kadar cephede savaştı.
Read 17 tweets
Feb 1
SitRep - 31/01/26 - Critical energy situation in Ukraine

An overview of the daily events in Russia's invasion of Ukraine. While heavy winter frost hits Ukraine, the energy situation is becoming more and more critical and caused a massive blackout today.

REPOST=appreciated

1/X Image
As usual we start with Russian losses
Read 22 tweets
Feb 1
The $250 million was among the best-spent funds on any program in the country, and it is the primary reason why any international engine house is offering to co-develop a 5th gen engine (T/W > 10). Image
We developed DMS3 back in 2002, then DMS4, DMRL learned from HAL Koraput and eventually out did the Russians

The blades were more advanced than whatever HAL was making for AL31 Image
DMD4 was developed after that based on DMS4.

DMRL already supplied, 300 CMSX4 HPT blades to HAL for helicopter engine application

And "DMRL undertook this task based on its expertise gained during the development of such a technology for an aero-engine project earlier" Image
Image
Read 20 tweets
Feb 1
맥OS를 써야하는 진짜 이유는 웹브라우저 에이전트를 식별할 방법이 대부분 무력화되기 때문이라고 생각함. 진짜 문제가 뭘까. CDP가 재앙임. 그리고 맥OS의 앱 생태계를 CLI와 엮어서 그대로 사용할 수 있다는 것도 장점임. 능력과 권한을 쥐어주면 "에이전트=나"다.
CDP 없었어도 어떻게든 뚫긴하겠죠. 윈도우에서 오토핫키... 요즘도 되나 😇 #아님 #틀려
클라우드/리눅스에서 브라우저 돌려보세요. 바로 캡차 뜨고, 자동화 의심으로 세션 막히거나 계정도 아슬아슬하고 디버깅도 어려움. 개발자 분들 많이들 해봤을 텐데요. 그냥 환경 자체가 의심스러움. 물론 이것만 보고 막는 건 아니겠지만. 사람스러운 환경과 state.
Read 6 tweets
Feb 1
In 1752, Maria Theresa issued a patent that basically said, do not leave the Austrian Empire without permission. Not to settle abroad, not to take foreign jobs, not to join foreign armies. The target, “recruiters” and “seducers.” 🔽
The state framed it as protecting the “general welfare” and subjects under “maternal care.” But the tool was force, with local officials, militias, magistrates, even innkeepers were told to watch roads, side paths, and lodging houses. 🔽
If someone was suspected of recruiting or persuading people to emigrate, communities had to help seize them. Arrest first, interrogate immediately, ship the case to Temesvar fast. No delays allowed. Paper receipts for custody, formal records, strict procedure. 🔽
Read 10 tweets
Feb 1
Senator John Kennedy: The United Kingdom cannot cede the Chagos Archipelago to Mauritius without handing the keys of Diego Garcia to the Chinese Communist Party. …🧵 telegraph.co.uk/news/2026/01/3…
… Since the 1970s, Diego Garcia has been the crown jewel of the United Kingdom’s military assets. Together, American and British forces have used Diego Garcia to conduct training missions, reload submarines, and respond to tensions throughout the Middle East, Africa, and Asia.…
… Most recently, the United States has relocated several B-2 bombers to Diego Garcia to help deter Iran’s aggression toward demonstrators. …
Read 20 tweets
Feb 1
De Kamer vraagt de Gezondheidsraad advies over (in steeds meer landen nu verboden) inzet van puberteitsremmers.

Maar voldoet de advisering door de raad aan de eisen van onafhankelijkheid en zorgvuldigheid?

Hoogleraar Smeehuijzen oordeelt in NJB:
NEEN

njb.nl/media/qrfbgd1l…
*Vernietigend* oordeel. Lees ajb, als je op enige wijze betrokken bent bij dit onderwerp). Paar quotes:

"De Commissie telt twaalf leden, van wie er zes direct of indirect betrokken zijn of waren bij het voorschrijven of toedienen van puberteitsremmers en cross-seksehormonen"
"Bezien aan de hand van de criteria van de Code valt deze adviesaanvraag op door de samenloop van meerdere, elkaar versterkende risicodimensies"
-----
"Het perspectief van de grootste risicogroep — jongeren die bij een onjuiste interventie levenslang schade kunnen ondervinden — blijft structureel onderbelicht"
-----
"Voor een geloofwaardig oordeel is een procedure vereist die institutionele afstand, disciplinaire breedte en transparantie waarborgt"
Read 5 tweets
Feb 1
🧵 Rājaputra / Rajpūt :- True Origins & the Aśvamedha Yajña.

This post is only about those Rajpūts who are genuinely interested in knowing the roots of their existence, and how they are Hindu and follow Dharmā like the Rajpūts of Ancient India.

[ 1/30 ] Image
Those who have no interest in being a Hindu and a follower of Dharmaśāstras should stop calling themselves Kṣatriya, Rājaputra or Rajpūt at all, because the concept of Varna and jāti originates from the Vedas and Śāstras, without following them you cannot be a rajput.

[ 2/30 ]
The classification of Varṇa, status and all forms of knowledge of Hindus like the ancient Pratihāras, Sisodiyās, Chauhānas, Paramāras, Candēlas, Kālachurīs and other Rajputs who were 100% Hindus comes from the Vedas alone. Their own inscriptions bear evidence for it.

[ 3/30 ]
Read 32 tweets
Feb 1
🚨Explosive Detsils on Mira Nair, mother of New York socialist fraud Zohran Mamdani🧵
Mira Nair married her teacher in Harvard.
Guess what was the name of the teacher and her first husband??
- Mitchell Epstein
Looks like Mira Nair had a special fetish for the Epstein Surname!!
Though Mitch Epstein is not all related to Jeffrey Epstein.Image
2. Meera Nair founded Salaam Baalak trust an orphan children non profit post her su cess with movie Salaam Bombay.
This trust is headed and run by her mother Dr Praveen Nair. Image
Image
3. Though Salaam Balak trust seems to be a any other non profit but actually if you explore its funding trends you will understand that it is a well entrenched well funded entity.

1. IMPACT – USAID/FHI Street Children HIV Prevention
Duration: ~August 1999 to June 2002
Amount: $104,728
Funded by: USAID (through Family Health International)

2. Samarth – USAID/FHI Demonstration Project
Start: October 2006
Duration: Project continued several years into the 2010s (through ~2011) as a USAID/FHI demonstration project on HIV/AIDS.
Funding: USAID funds channeled through FHI (exact grant amount not disclosed publicly in SBT reports).
Read 20 tweets
Feb 1
shorting dogshyt perp listings on binance
. . .

what happens immediately after a new perp is listed on binance?

well, on average they go very down.

future of finance innit. Image
in this article i show you how a naive approach to trading this kinda works, but is strewn with blow up risk.



and then i show you some dead-simple modifications to:
- dramatically improve strategy performance
- mitigate the chances of getting rekt robotjames.substack.com/p/shorting-per…Image
you should read the article because:

- i want you to
- it's better than this thread

i explain all the dynamics and the exact trade rules for a simple strategy i designed for you.

i'm not gonna do all that here, but i'm gonna tell you a lot of useful stuff.
Read 26 tweets