Most recent unrolls from @ThreadReaderApp
SREE LEELA - THE GRAND DAUGHTER ❤️🔥
Thana peru sree leela, age 20yrs
Sree leela ippudu BTech 1st yr chaduvtundi
Inter chadive rojula nunchi thana ki puku gula start ayindi kani thanu girls hostel kabatti puku dengichukodaniki evaru dorakka washroom lo fingering cheskoni satisfy ayyedi
Ala inter ayyaka engineering kosam manchi posh college lo join ayindi
Inter varaku em teliyani pilla laga perigina leela ki btech lo rich classmates frnds ayyaru inka vallatho tirugutu tagadam alavatu cheskoni life enjoy cheyadam start chesindi
Ala frnds grp lo Ajay tho close ayi first time vaditho thana virgin puku dengichukundi
Thana peru sree leela, age 20yrs
Sree leela ippudu BTech 1st yr chaduvtundi
Inter chadive rojula nunchi thana ki puku gula start ayindi kani thanu girls hostel kabatti puku dengichukodaniki evaru dorakka washroom lo fingering cheskoni satisfy ayyedi
Ala inter ayyaka engineering kosam manchi posh college lo join ayindi
Inter varaku em teliyani pilla laga perigina leela ki btech lo rich classmates frnds ayyaru inka vallatho tirugutu tagadam alavatu cheskoni life enjoy cheyadam start chesindi
Ala frnds grp lo Ajay tho close ayi first time vaditho thana virgin puku dengichukundi
Anthe inka aa roju nunchi dengudu ki banisa la maarindi leela
Eppudu okadi tho ne dengichukuntu time gaduputundi
Okade dengutundatam tho thana ki peddha modda tho dengichukovadam, chinna modda tho dengichukovadam lo difference ardam kaledhu
Inka leela family vishayaniki vasthe valladi kuda chaala rich family kani intlo eh decision teskovali anna kuda leela valla thata subbayya ne teskuntadu
Chaala dabbulu unna kuda subbayya intlo valla ki ivvadaniki istapadadu
Dantho entha rich ayina kuda vallu middleclass valla laga ne bathakalsi vachedhi
Eppudu okadi tho ne dengichukuntu time gaduputundi
Okade dengutundatam tho thana ki peddha modda tho dengichukovadam, chinna modda tho dengichukovadam lo difference ardam kaledhu
Inka leela family vishayaniki vasthe valladi kuda chaala rich family kani intlo eh decision teskovali anna kuda leela valla thata subbayya ne teskuntadu
Chaala dabbulu unna kuda subbayya intlo valla ki ivvadaniki istapadadu
Dantho entha rich ayina kuda vallu middleclass valla laga ne bathakalsi vachedhi
Ala leela clg life enjoy chesthunna time lo thana bday daggarki vachindi
Ajay :awnu next month bday undhi kada em plan cheddam
Leela :na bondha le musalodu elago dabbulu ivvadu
Ajay :ala ante ela leela mana gang ninnu em anukuntaru cheppu ladt yr kuda edho oka reason cheppi tappinchukunnav
Leela :nuv cheppindi correct eh kani mana gang ki karchupettali ante minumum 50k avthundi ela ra mari
Ajay :konchem money nenu arrange cheste migathadi nuvvu choodu
Leela :enduku ra nen ante antha istam neeku
Ani vadi pant meeda modda ni pattukoni kneel chesindi
Ajay :idhigo induke istame nuvvante
Ani vaadi underwear vippi modda leela chetilo pettadu
Ajay :awnu next month bday undhi kada em plan cheddam
Leela :na bondha le musalodu elago dabbulu ivvadu
Ajay :ala ante ela leela mana gang ninnu em anukuntaru cheppu ladt yr kuda edho oka reason cheppi tappinchukunnav
Leela :nuv cheppindi correct eh kani mana gang ki karchupettali ante minumum 50k avthundi ela ra mari
Ajay :konchem money nenu arrange cheste migathadi nuvvu choodu
Leela :enduku ra nen ante antha istam neeku
Ani vadi pant meeda modda ni pattukoni kneel chesindi
Ajay :idhigo induke istame nuvvante
Ani vaadi underwear vippi modda leela chetilo pettadu
“#MonolithFiles?”
“#AllWordsArePortals?”
“#InfoWarps?”
“#LIEterature??”
#TruthWillOut!
#SystemsWillHeal!
#TurnToJesusChrist!!!
⛬
[ #Earthsflat ? ]
[ #AsEarthsflatTowers ? ]
[ #ASongOfElfsAndGnomes ? ]youtube.com/shorts/XMI709v…
#ASMR???
#RRREEELLLAAAXXX!!!
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.
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
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,
dass man meinen könnte, es handele sich um eine Parodie.
Der Skinhead-Stil der 90er Jahre galt auch in Brandenburg lange als nahezu ausgestorben,
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 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 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
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
Gedanken zur Tageslosung für Freitag, den 15.05.2026
Losungswort
Kommt, wir wollen uns dem HERRN zuwenden zu einem ewigen Bunde, der nimmermehr vergessen werden soll!
Jeremia 50,5
Lehrtext
Bemüht euch deshalb nach Kräften, dass zu eurem
Losungswort
Kommt, wir wollen uns dem HERRN zuwenden zu einem ewigen Bunde, der nimmermehr vergessen werden soll!
Jeremia 50,5
Lehrtext
Bemüht euch deshalb nach Kräften, dass zu eurem
Glauben das richtige Verhalten kommt. Zum richtigen Verhalten soll die Erkenntnis kommen, zur Erkenntnis die Selbstbeherrschung, zur Selbstbeherrschung die Standhaftigkeit, zur Standhaftigkeit die Ausübung des Glaubens, zur Ausübung des Glaubens die
geschwisterliche Liebe und zur geschwisterlichen Liebe die Liebe überhaupt.
2. Petrus 1,5-7
Die Losungen der Herrnhuter Brüdergemeine
Die Himmelsleiter des Glaubens
Heute möchte ich vom Lehrtext ausgehen. Als junger Christ erschien es mir so, als teile sich die Menschheit in
2. Petrus 1,5-7
Die Losungen der Herrnhuter Brüdergemeine
Die Himmelsleiter des Glaubens
Heute möchte ich vom Lehrtext ausgehen. Als junger Christ erschien es mir so, als teile sich die Menschheit in
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? 👇
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? 👇
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…
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!
@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!
3. Mose 18
Vorwort zu den sittlichen Ordnungen • Verbot sexueller Beziehungen zwischen Verwandten • Verbot verschiedener sexueller Sündentwr360.org/programs/view/…
„Durch die Bibel“ ist ein weltweites Bibelprogramm in über 100 Sprachen und Dialekten. Unsere Mission ist einfach und sie ist dieselbe, die Dr. McGee für sich selbst annahm: Das ganze Wort Gottes der ganzen Welt zu verkündigen.
¿Como hackearon al Estado de Guatemala?
🧵 HILO: Como hackearon al Estado de Guatemala. No fue un solo ataque. Fueron 4 formas diferentes de entrar. No necesitas saber de tecnología para entender esto. Solo necesitas saber que dejaron las puertas abiertas. Abro hilo. 👇
🧵 HILO: Como hackearon al Estado de Guatemala. No fue un solo ataque. Fueron 4 formas diferentes de entrar. No necesitas saber de tecnología para entender esto. Solo necesitas saber que dejaron las puertas abiertas. Abro hilo. 👇
— CONTEXTO
Desde abril 2026, al menos 10 instituciones del Estado fueron hackeadas. DIGECAM, Ministerio de Trabajo, MINEDUC (dos veces), SAT, RENAP, SIT, PGN, INE. Hasta el TSE bajo su web por precaución. ¿Como entraron? Usaron 4 puertas diferentes. Van:
Desde abril 2026, al menos 10 instituciones del Estado fueron hackeadas. DIGECAM, Ministerio de Trabajo, MINEDUC (dos veces), SAT, RENAP, SIT, PGN, INE. Hasta el TSE bajo su web por precaución. ¿Como entraron? Usaron 4 puertas diferentes. Van:
PUERTA 1: LA AVALANCHA Caso: DIGECAM (registro de armas) Imagínate un edificio con una puerta donde la gente hace fila. Un día a las 3 de la mañana, alguien manda a miles de personas falsas a hacer fila al mismo tiempo. La puerta colapsa. Y en medio del caos, un ladrón se cuela.
Happy Mother’s Day to you Burt Gambler polymarket.com political rigger Jones on behalf of SLICK RICK JACKSON TAKE THIS TRUTH @LtGovJonesGA x.com/ltgovjonesga/s…
@ATLNewsFirst @shaderoomnews @TMZ @11AliveNews @FOX5Atlanta
He is a spy do not vote for him or he is working with spies or just don’t care about our elections go to hederathon.org and see all elections vulnerabilities he failed to secure
x.com/prchasnolimit/…
He is a spy do not vote for him or he is working with spies or just don’t care about our elections go to hederathon.org and see all elections vulnerabilities he failed to secure
x.com/prchasnolimit/…
We want @RickJacksonGA
Hear the song and learn why!
Seriously @burtjonesforga @LtGovJonesGA just between me you, @TeamJacksonHQ and the whole internet do you like the song yes or no? 😂🤣🤣😂😂🤦🏾♂️✌🏿🫵🙉🙉🙉🙉🙉🙉🙉🙉🙉music.amazon.com/albums/B0H1R5C…
Hear the song and learn why!
Seriously @burtjonesforga @LtGovJonesGA just between me you, @TeamJacksonHQ and the whole internet do you like the song yes or no? 😂🤣🤣😂😂🤦🏾♂️✌🏿🫵🙉🙉🙉🙉🙉🙉🙉🙉🙉music.amazon.com/albums/B0H1R5C…
I guess @Crimsontider is getting rich with gambler @LtGovJonesGA @DolezalForGA and @jasonanavitarte rigging elections to earn polymarket.com bank! Why should we trust her @RickJacksonGA
I GUESS SHE DID NOT HEAR THE SONG AND LEARN TRUMP IS A RUSSIAN SPY x.com/crimsontider/s…
I GUESS SHE DID NOT HEAR THE SONG AND LEARN TRUMP IS A RUSSIAN SPY x.com/crimsontider/s…
music.amazon.com/albums/B0H1R5C…
It’s underground too, and rumor is they even have tapes passing hand to hand of it !
Dang @LtGovJonesGA endorsed by a Russian spy smh
@RickJacksonGA glad you are hear to secure our elections @Crimsontider must not have been to HederaThon.org
It’s underground too, and rumor is they even have tapes passing hand to hand of it !
Dang @LtGovJonesGA endorsed by a Russian spy smh
@RickJacksonGA glad you are hear to secure our elections @Crimsontider must not have been to HederaThon.org
@threadreaderapp “unroll” I guess all spies have to have other spies support but we caught one in California and more will be in jail for not speaking up on @LtGovJonesGA failures when we saw him and @DolezalForGA for years say elections were rigged in 2020 and never fixed the
I’m not a gambler like @LtGovJonesGA @burtjonesforga I would never bet on my own race when Congress just outlawed it to leaders — dang @PARADEDRIVER @StricklandForGA you not going to speak on this.. hear the song music.amazon.com/albums/B0H1R5C… x.com/prchasnolimit/…
Now
Burt jones is being suited and they are asking him to pay $300k for all voters who had their votes stolen in 2020 — dang Burt @LtGovJonesGA you did not see that one coming
They suiting @DolezalForGA too
@bluestein you not reporting on this? @LtGovJonesGA failed to
Burt jones is being suited and they are asking him to pay $300k for all voters who had their votes stolen in 2020 — dang Burt @LtGovJonesGA you did not see that one coming
They suiting @DolezalForGA too
@bluestein you not reporting on this? @LtGovJonesGA failed to
Hire the contractor and the rumor is @DolezalForGA was working to get his software company to get a contract —- smh — and @jasonanavitarte let all this happen as the Senate majority leader go hear the song!
Dang you are good @RickJacksonGA #GaPolmusic.amazon.com/albums/B0H1R5C…
Dang you are good @RickJacksonGA #GaPolmusic.amazon.com/albums/B0H1R5C…
The Senate parliamentarian has rejected major provisions in the GOP's reconciliation package, aka the $72B spending bill for ICE + Trump ballroom.
These bits now need 60 vs 51 votes to pass:
*All CBP funding
*$ for initial screenings of unaccompanied migrant kids
*$2.5B for DHS
These bits now need 60 vs 51 votes to pass:
*All CBP funding
*$ for initial screenings of unaccompanied migrant kids
*$2.5B for DHS
The GOP's reconciliation package is broken into 2 bills, one via the Senate Judiciary Committee and the other via the Senate Homeland Security & Governmental Affairs Committee.
The parliamentarian's rulings so far are on just ONE of these bills, the homeland security bill.
The parliamentarian's rulings so far are on just ONE of these bills, the homeland security bill.
The provisions rejected by the Senate parliamentarian so far, via Dems on the budget committee:
Stop supporting Trump lovers — he is a Russian Spy @TPAction
@ajconwashington @bluelivesmtr @cobb_dem @MurphyAJC @PatrickByrne @patriot_savvy @pauldingcoelect @andybeshearpod @DavidClarkGA @KeishaBottoms WE WANT THIS GUY AND THE SONG EXPLAINS EXACTLY WHY GEORGIA IS SAYING NO 👇
@ajconwashington @bluelivesmtr @cobb_dem @MurphyAJC @PatrickByrne @patriot_savvy @pauldingcoelect @andybeshearpod @DavidClarkGA @KeishaBottoms WE WANT THIS GUY AND THE SONG EXPLAINS EXACTLY WHY GEORGIA IS SAYING NO 👇
HEAR THE TRUTH — WE KNOW THE CHEATED — I SAY AGAIN @NAACP @ACLU
And we blasting the truth about cheating Russian spy potus on all platforms go listen — PLUS WE HAVE OTHER FILES UNDERGROUND sister @KamalaHarris YOU LOST BECAUSE THEY CHEATED LET THE TRUTH BE KNOW 👇🤷🏾♂️
And we blasting the truth about cheating Russian spy potus on all platforms go listen — PLUS WE HAVE OTHER FILES UNDERGROUND sister @KamalaHarris YOU LOST BECAUSE THEY CHEATED LET THE TRUTH BE KNOW 👇🤷🏾♂️
@JasmineForUS THEY CHEATED IN YOUR ELECTIONS TOO! NOT SPIES FOREIGNERS MAKING BIG BANK IN THE AND KALASHI MARKETS WHICH ELON MUSK PROMOTED AND GEORGIA SENATORS @DolezalForGA @burtjonesforga @jasonanavitarte PROTECTED!
@jasmineforga GET THE WORD OUT ONPOLYMARKET.COM
@jasmineforga GET THE WORD OUT ONPOLYMARKET.COM
🧵Marco Rubio to Fox News: "If you look, the Russians are losing five times as many soldiers a month as the Ukrainians are."
What does the data and research show?
1/20
What does the data and research show?
1/20
In our SITREPs, we initially did not publish the casualty figures shared by Kyiv and Moscow.
In December 2024, there were two OPSEC leaks from Russia. One revealed that over 50K Russian soldiers were legally classified as MIA, and the other revealed that 600K former Russian soldiers were permanently disabled.
2/20
In December 2024, there were two OPSEC leaks from Russia. One revealed that over 50K Russian soldiers were legally classified as MIA, and the other revealed that 600K former Russian soldiers were permanently disabled.
2/20
That enabled our team to analyze the BBC Russia/Mediazona/Meduza figures against Ukraine's claimed casualty figure, which Kyiv clarified included KIA and WIA.
The math added up. Ukraine's daily casualty figures were very close to the leaked Russian information.
3/20
The math added up. Ukraine's daily casualty figures were very close to the leaked Russian information.
3/20
Context for the present day
Come cut off the great distress, it's been so long after the sacking of Jerusalem. It is time for the good news to take hold in Your glorious, victorious blessings.
biblegateway.com/passage/?searc…
biblegateway.com/passage/?searc…
2,000 years ago, a man sat on a hillside and gave a speech.
No microphone. No army. No political office.
In 15 minutes, he dismantled every power structure, economic system, and moral framework the world had ever built.
No speech in human history comes close.
A thread on the Sermon on the Mount.🧵
No microphone. No army. No political office.
In 15 minutes, he dismantled every power structure, economic system, and moral framework the world had ever built.
No speech in human history comes close.
A thread on the Sermon on the Mount.🧵
First, understand the setting.
Matthew 5 opens: "He went up on the mountain."
This is not accidental.
Every Jewish reader would immediately think of Moses on Sinai.
Jesus is positioning Himself as the new Moses, not to abolish the Law but to complete it from the inside out.
He doesn't speak as a rabbi quoting other rabbis.
He speaks as the Lawgiver Himself.
Matthew 5 opens: "He went up on the mountain."
This is not accidental.
Every Jewish reader would immediately think of Moses on Sinai.
Jesus is positioning Himself as the new Moses, not to abolish the Law but to complete it from the inside out.
He doesn't speak as a rabbi quoting other rabbis.
He speaks as the Lawgiver Himself.
The Beatitudes alone are an earthquake.
"Blessed are the poor in spirit… the mourning… the meek… those who hunger and thirst for righteousness."
In Roman culture, the blessed were the powerful, the wealthy, the victorious.
Jesus opens His manifesto by declaring the exact opposite of what people think is blessed.
This wasn't comfort.
It was a complete reordering of reality.
"Blessed are the poor in spirit… the mourning… the meek… those who hunger and thirst for righteousness."
In Roman culture, the blessed were the powerful, the wealthy, the victorious.
Jesus opens His manifesto by declaring the exact opposite of what people think is blessed.
This wasn't comfort.
It was a complete reordering of reality.
$1,000 per month invested in a custodial account can create a $65,000 annual income stream by the time your kid is 18.
Here’s how. 🧵👇
Here’s how. 🧵👇
$OVL holds 99% $VOO and uses the rest as collateral to cover a ladder of put credit spreads.
Those spreads allow for 10.5% yield and uncapped upside. The fund has even beat the S&P 500 for nearly 7 years. It’s the true best of both worlds fund.
Those spreads allow for 10.5% yield and uncapped upside. The fund has even beat the S&P 500 for nearly 7 years. It’s the true best of both worlds fund.
Let’s use some conservative metrics.
1️⃣ $1,000 per month contributed
2️⃣ Drip turned on
3️⃣ 2% annual nav growth
4️⃣ 10.5% yield
Here’s the results 👇
1️⃣ $1,000 per month contributed
2️⃣ Drip turned on
3️⃣ 2% annual nav growth
4️⃣ 10.5% yield
Here’s the results 👇
La mitad del Senado es de representación regional. Como analista político, la reforma siempre me hizo ruido: por qué ceder la mitad de la cámara?
Investigué. Lo que encontré podría ser la suerte o un acertado cálculo político, pero no se daba sin la incompetencia de muchos.
🧵
Investigué. Lo que encontré podría ser la suerte o un acertado cálculo político, pero no se daba sin la incompetencia de muchos.
🧵
¿Por qué me hace ruido la reforma? Pues, porque las regiones no se distribuyen mucho.
Viendo el histórico de las 1ras vueltas, apreciamos que el grueso de las regiones se suelen repartir entre solo dos. Así, los escaños regionales le darían un empujón a solamente dos partidos.
Viendo el histórico de las 1ras vueltas, apreciamos que el grueso de las regiones se suelen repartir entre solo dos. Así, los escaños regionales le darían un empujón a solamente dos partidos.
Veamos el efecto de esta composición en la distribución de poder. Comparemos el porcentaje de poder que tendrían los partidos en tres distintas configuraciones:
la primera es la del Congreso actual, o la de la cámara de diputados entrante
la segunda es un Senado en el que la representación es única y nacional
la tercera es el Senado mixto que está entrando
¿Qué partidos pierden con el Senado? ¿Qué partidos son los que más se benefician con un Senado mixto vs. uno nacional?
Está claro que Fuerza Popular se beneficia ampliamente por la reforma, la cual perjudicó a partidos como Obras, Buen Gobierno y Ahora Nación.
Un Senado únicamente nacional hubiera tenido el efecto contrario para Fuerza Popular, reduciendo su influencia en vez de aumentándola. Es interesante notar que los más beneficiados hubieran sido Renovación Popular, Buen Gobierno y, en parte, Ahora Nación.
la primera es la del Congreso actual, o la de la cámara de diputados entrante
la segunda es un Senado en el que la representación es única y nacional
la tercera es el Senado mixto que está entrando
¿Qué partidos pierden con el Senado? ¿Qué partidos son los que más se benefician con un Senado mixto vs. uno nacional?
Está claro que Fuerza Popular se beneficia ampliamente por la reforma, la cual perjudicó a partidos como Obras, Buen Gobierno y Ahora Nación.
Un Senado únicamente nacional hubiera tenido el efecto contrario para Fuerza Popular, reduciendo su influencia en vez de aumentándola. Es interesante notar que los más beneficiados hubieran sido Renovación Popular, Buen Gobierno y, en parte, Ahora Nación.
In April 2026, SWIFT named 30 banks in its new payment framework
A bunch of them were already running on Ripple's rails before SWIFT showed up
This is what the Ripple institutional map looks like...
1/19🧵
A bunch of them were already running on Ripple's rails before SWIFT showed up
This is what the Ripple institutional map looks like...
1/19🧵
Six concrete deals. Different countries, different motives, all using the same plumbing underneath
The "crypto is just speculation" frame doesn't survive contact with what's shipping inside regulated banks right now
2/19🧵
The "crypto is just speculation" frame doesn't survive contact with what's shipping inside regulated banks right now
2/19🧵
Start with Turkey
Garanti BBVA is the country's second-largest private bank. BBVA, its Spanish parent, sits in Europe's top 15 by assets
Late 2024, they piloted Ripple custody with IBM. About 14,000 early adopters were invited in
3/19🧵
Garanti BBVA is the country's second-largest private bank. BBVA, its Spanish parent, sits in Europe's top 15 by assets
Late 2024, they piloted Ripple custody with IBM. About 14,000 early adopters were invited in
3/19🧵
🚨EXCLUSIVE
The New York Supreme Court's ethics commission refused to investigate NJ Gov. Mikie Sherrill—because she hasn't been convicted of a crime. Neither had @RudyGiuliani... So the watchdog group that filed the complaint is appealing.
🧵1/8
dailysignal.com/2026/05/14/dou…
The New York Supreme Court's ethics commission refused to investigate NJ Gov. Mikie Sherrill—because she hasn't been convicted of a crime. Neither had @RudyGiuliani... So the watchdog group that filed the complaint is appealing.
🧵1/8
dailysignal.com/2026/05/14/dou…
In March, @SecureUSA filed a complaint against Sherrill, claiming that she had violated the ethics code for NY attorneys when she claimed @Jack4NJ "went on to kill tens of thousands of people in New Jersey, including children."😲
🧵2/8
🧵2/8
Sherrill also urged Garden State residents to report on ICE activity—which the Center to Advance Security in America claimed amounted to combatting the lawful detention of illegal aliens.
🧵3/8
🧵3/8
Glad to see I've been let out of the X naughty corner
I always need to be careful. 🍿
Hence my overlong, cryptic threads. Increasingly less tho' 🎶