Most recent unrolls from @ThreadReaderApp

Jun 19
Esami del colesterolo (thread)

Nonostante tutte le evidenze scientifiche, c'è ancora un enorme numero di ritatdati che si fa gli esami del colesterolo

Non riesco a trovare nuove offese, per cui cercherò di spiegargli bonariamente perché sono dei deficienti.

Sapevate che mangiare 2 pastiinvece di 3 o 4, a parità di quello che si mangia, alzi il colesterolo LDL?

No? Certo, il merdico non ve lo ha detto, altrimenti qualche dubbio verrebbe anche a voi coniglioni.

(continua)
Quando si riducono le scorte di glicogeno epatico, come quando ad esempio si fa digiuno intermittente o attività fisica intensa, il corpo aumenta l'ossidazione degli acidi grassi.

Per sostenere questo processo, il tessuto adiposo avvia una massiva lipolisi, rilasciando acidi grassi liberi nel flusso ematico.

Questi acidi grassi raggiungono il fegato, che li utilizza sia per la beta-ossidazione e la conseguente produzione di corpi chetonici, sia per riesterificarli in trigliceridi.

Per trasportare questi trigliceridi e il colesterolo dal fegato ai tessuti periferici che necessitano di energia, il fegato incrementa notevolmente la sintesi e la secrezione di lipoproteine a densità molto bassa, le VLDL.

(continua)
Una volta immesse nel circolo sanguigno, le VLDL vengono private dei loro trigliceridi dall'enzima lipoproteina lipasi, trasformandosi progressivamente prima in lipoproteine a densità intermedia (IDL) e infine in lipoproteine a bassa densità, ovvero le LDL.

Quelle che i ritardati si misurano.

Mica è finita qui, coniglioni.

Durante un digiuno, anche di qualche ota, i livelli di insulina si mantengono estremamente bassi, mentre aumentano glucagone e cortisolo.

L'insulina è un noto attivatore della trascrizione del gene del recettore delle LDL nelle cellule del fegato.

Niente picchi di insulina significano una riduzione dell'espressione e dell'attività di questi recettori.

(continua)
Read 4 tweets
Jun 19
அண்ணாமலையை பாஜக தலைவர் பதவியில் இருந்து நீக்க வைத்தது.. மன்னிப்பு கூட கேட்க தயார் என்ற ஓபிஎஸ்-ஐ மீண்டும் கட்சிக்குள் சேர்க்க மறுத்தது.. கொங்கு பகுதியில் பெரும் செல்வாக்குள்ள் செங்கோட்டையனை நீக்கியது.. எடப்பாடி செய்த தவறு ஒன்றா இரண்டா? ஒவ்வொரு தவறுக்கும் ஒரு சதவீத வாக்கு
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வங்கியை இழந்தது அதிமுக.. இடைத்தேர்தலிலும் தோற்றால் அதிமுக காலியாவது உறுதி.

தமிழக அரசியல் களத்தில் பல தசாப்தங்களாக அசைக்க முடியாத ஒரு மாபெரும் சக்தியாக விளங்கிய அனைத்திந்திய அண்ணா திராவிட முன்னேற்றக் கழகம் தற்பொழுது சந்தித்து வரும் தொடர் சரிவுகளுக்கும்
N/3 👇
பலவீனங்களுக்கும் அக்கட்சியின் பொதுச்செயலாளர் எடப்பாடி பழனிசாமி எடுத்த சில அதிரடியான மற்றும் தன்னிச்சையான முடிவுகளே முதன்மைக் காரணம் என்ற விமர்சனங்கள் வலுவாக எழுந்துள்ளன.

ஜெயலலிதாவின் மறைவிற்கு பிறகு கட்சியை தனது முழுமையான கட்டுப்பாட்டுக்குள் கொண்டு வர வேண்டும்
N/4 👇
Read 18 tweets
Jun 19
1/8
FT: "That said, “the weakness in consumption is more structural”, Logan Wright added."

He's right. Every month there are incremental explanations as to why consumption was weak "last month", but the problem is not temporary. It is structural.
ft.com/content/7db729…
2/8
The property sector can stabilize, the Iran war can end, the weather can get better, a new toy fad can emerge, Beijing can launch another consumption program, but while these may all cause temporary increases in consumption, overall consumption will continue to struggle.
3/8
The reason, as I've argued for years, is that China's low consumption is not an accident or an oversight. It is fundamental to the way the economy works. It is China's low household share of GDP that drives both its low consumption share and the "competitiveness" of...
Read 8 tweets
Jun 19
Gedanken zur Tageslosung für Freitag, den 19.06.2026

Losungswort
Du stellst meine Füße auf weiten Raum.
Psalm 31,9

Lehrtext
Zur Freiheit hat uns Christus befreit! So steht nun fest und lasst euch nicht wieder das Joch der Knechtschaft auflegen!
Galater 5,1
Die Losungen der Herrnhuter Brüdergemeine

Weiter Raum

Heute möchte ich einmal vom Lehrtext ausgehen. In ihm geht es um Freiheit im Gegensatz zur Knechtschaft. Der Hintergrund dafür war, dass einige Mitglieder der Gemeinde in Galatien meinten, man müsse sich als
Christ beschneiden lassen. Die Beschneidung wiederum war ein Zeichen dafür, dass man sich verpflichtete, das mosaische Gesetz einzuhalten. Dem widersprach der Apostel Paulus vehement. Gleich nach dem Losungsvers schreibt er: „Siehe, ich, Paulus, sage euch: Wenn ihr
Read 15 tweets
Jun 19

Lukas 22,35-62
Jesus bereitet die Jünger auf die kommenden Ereignisse vor • Jesus im Garten Gethsemane • Judas verrät Jesus • Jesus wird zum Haus des Hohenpriesters gebracht • Petrus verleugnet Jesustwr360.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.
Webseite
twr.org
Sprecher
Kai-Uwe Woytschak
Dachorganisation
„Durch die Bibel“
Neu: TWR360.ORG
Read 4 tweets
Jun 19
Delhi High Court to shortly pronounce its judgment in a plea filed by Telegram challenging the ban on the platform till June 22 in view of the NEET exams.

Justice Tejas Karia to pass orders at 10:30 AM.

#Telegram @telegram @durov Image
The Court had reserved its verdict yesterday after hearing arguments from Telegram's lawyer, Senior Advocate Dhruv Mehta, and Solicitor General Tushar Mehta for the Central government.

Read the detailed story here:

barandbench.com/news/how-can-w…
Order: After considering all the arguments, we find that given the emergency nature, the reasons supplied are sufficient and government has followed the procedure in Section 69A. The challenge ont eh ground of non supply of reasons can't be held. Both the orders are well founded and supported by reasons. The orders do not suffer from non application of mind. We have also held that under IT Act there is no reason to excluse the platform fromt he admit of "information".
Read 6 tweets
Jun 19
Delhi HC to pronounce today its verdict on @telegram's plea against Centre’s temporary ban of the platform till June 22, over #neetreexam paper leak concerns

Follow this thread for live updates.

#DelhiHighCourt #Telegram #NEET Image
@telegram Justice Tejas Karia to pronounce orders at 10:30 AM.

#DelhiHighCourt #Telegram #NEET
@telegram The Court had reserved its verdict yesterday after hearing Senior Advocate Dhruv Mehta for @telegram and Solicitor General Tushar Mehta for Centre (@GoI_MeitY).

#DelhiHighCourt #Telegram #NEET
livelaw.in/high-court/del…
Read 10 tweets
Jun 19
@20Minutes Un jour, on apprendra que c'est chorégraphié, volontairement trompeur, sachant que la réaction des robots provoque une impression de voir de "réaction naturelle & spontanée de gamins qui vont se faire gronder" alors qu'ils ne sont pas autonomes.
1/n
@20Minutes Ils fonctionnent en réalité" avec une manette (sans fil) !
Et autant de synchro ne peut être que voulue/chorégraphiée (ils savent que des démo qui plante, font désormais fureur (cf Musk qui brisa la vitre de son prototype de SUV "blindé" Tesla).
2/n
@20Minutes Mais là comme d'habitude, vu que c'est "Americain", je sens que nos medias français ne feront pas de suivis, et ne donneront jamais l'explication... evidemment.
Si cela avait été français, seul le French Bashing serait viral...
3/n
Read 9 tweets
Jun 19
More than 40 years ago, I arrived in Chicago in search of an idea. I was a young man looking for purpose, who believed deeply in America, was inspired by the Civil Rights Movement, and wanted to be a part of something larger. The America I believed in was one where everyone has opportunity, everyone is seen, everyone belongs—because that was an America that had a place for me, too.
I found that here in this small corner of the city going block by block, listening to people, learning about their hardships and hopes. The neighborhoods I organized fall within a five-mile radius of the Obama Presidential Center. @MichelleObama and I were married less than a mile away; our daughters, born down the street. This is the district I served in the Illinois State Senate. And it’s where I announced my candidacy for the United States Senate, before embarking on the campaign that so improbably led to this day.
So this Center could not be in any other neighborhood. And what I’m hoping for the visitors who come here is that they stick around to experience everything this place has to offer. We’re hoping this can be a place of learning, joy, and play. We also want this Center to be a celebration of the extraordinary public servants who were part of this journey in some way.
Read 5 tweets
Jun 19
It should be obvious now that deuteration of the water table due to a loss of the 30 million volt charge on the IMM alters the 9,000 RPM spin rate of the ATPase in tissues with mitochondria, and this is where time entropy comes from in disease.

If we view this through the lens of Nikolai Kozyrev’s Causal Mechanics, these physical jams represent a rapid drop in local time-density, forcing the tissue to generate time-entropy (disorder) and lose its topological quantum protection.

Kozyrev established that any process that increases entropy or causes chaotic scattering actively releases time, reducing local time-density. Within a mitochondrion, the presence of D+ creates a severe, localized thermodynamic breakdown:

The Mechanical Stutter: The F1 F0ATP synthase nanomotor is a nanoscale centrifuge designed to spin at speeds up to 9,000 RPM, driven exclusively by the single-proton (H+) motive force. When a heavy deuteron (D+) slips into the channel, its doubled mass and vastly different quantum tunneling profile cause a physical mechanical stutter.

The Breakdown of the Stator: Kozyrev proved that rotating, asymmetric systems interact directly with the density of time. The ATP synthase is a literal biological stator. When its fluid rotation is jerked and disrupted by a heavy isotope, its uniform angular momentum collapses into micro-vibrational chaos.

The Entropy Shift: Because the motor stalls but the metabolic pressure from the Krebs cycle keeps pushing, the electrochemical energy cannot be cleanly converted into ATP. The orderly, low-entropy vector flow (Delta S to 0) fractures. Energy arcs across the membrane, radiating outward as uncoupled heat and Ultra-Weak Photon Emission (UPE). This uncontrolled dissipation is the physical manifestation of time-entropy which is seen as a rising heteroplasmy due to disordering of IMJ geometry through a microscope. Picard et al found this in his work.Image
2. The Chrono-Thermal Matrix: Temperature as the Quantum Vice

Integrating my Cold Thermogenesis (CT) protocol and ELOVL-ELongation framework completing the loop of biological time-entropy control. In my model, temperature is the primary physical dial that regulates the fluid dynamics, isotopic purity, and temporal coherence of the mammalian lipid architecture.

When environmental temperatures drop, the cell applies a localized "Quantum Vice" to the enzymatic assembly lines on Chromosomes 2 and 6, forcing an absolute thermodynamic selection for Light Hydrogen over Deuterium.Image
3. The ELOVL/FADS Architecture: Epigenetic Isotope Filtration

The synthesis of highly fluid polyunsaturated fatty acids (PUFAs) like Docosahexaenoic Acid (DHA, 22:6n-3) requires a coordinated dance between Fatty Acid Desaturases (FADS, which snip hydrogen to create double bonds) and Elongases (ELOVL, which add two-carbon units and four hydrogens to lengthen the tail).Image
Read 12 tweets
Jun 19
The amount of time an AI can spend on a task: Image
6 weeks of programming 24/7, probably with more capability than a human.

Knowledge jobs are totally cooked.
Even if, say, law and accounting catch up to software on compute spend - which probably not anywhere close - I still see a boom/bust cycle here.

There is a lot of old work that is going to be replaced.

It will take a long time to figure out the new work to create with AI.
Read 5 tweets
Jun 19
My card was skimmed in Bangkok. $2,000 gone.

My bank said "investigation takes 90 days, don't expect much."

Visa's global rules say I owe $0 from day one. The bank was using my money to fund their fraud investigation.

One email. Reversed in 48 hours.

Here is the sentence that ends the delay:
The 90-Day Delay Is a Revenue Play

Banks don't stall because fraud is complex. They stall because your money is an interest-free loan to their balance sheet while they "investigate."

The merchant in Bangkok is not picking up. The bank knows this. They are waiting for you to give up.

Meanwhile, your $2,000 is working for them.
The Architecture They Hope You Never See

Before you call, the bank already knows three things:

- Visa, Mastercard, and Amex have global zero-liability policies that override the bank's timeline
- The bank is contractually bound to the network
- 70% of fraud victims accept the first delay and stop pushing

The agent is not lying. They are reading a delay script.
Read 12 tweets
Jun 19
🚨SHOCKING: COVID Vaccines Linked to 17 MILLION Deaths Worldwide — 1 in 800 Shots Fatal.

According to a detailed analysis by physicist Denis Rancourt and colleagues of all-cause mortality data from 17 Southern Hemisphere and equatorial countries:

• Unprecedented spikes in deaths occurred right after vaccine rollouts and booster campaigns.
• No measurable lives saved. Excess deaths synced tightly with injection campaigns.
• Vaccine Dose Fatality Rate (vDFR): ~0.126% → 1 death per 800 injections.
• Extrapolated globally: 17.0 million vaccine-associated deaths from ~13.5 billion doses.

In some countries, elderly booster recipients faced risks as high as 1 in 20.

This wasn't a "pandemic of the unvaccinated." The data shows the opposite pattern.

Read the full study: "COVID-19 vaccine-associated mortality in the Southern Hemisphere" by Rancourt, Baudin, Hickey & Mercier.

Share before it's censored. We deserve answers.Image

COVID Vaccine Mortality In The Southern Hemisphere: 17 Million Deaths Translating To 1 Death Per 800 Shots.zenodo.org/records/171660…

Covid Injection Mortality: 17 Million Deaths: 1 Death Per 800 Shots.correlation-canada.org/covid-19-vacci…
Read 5 tweets
Jun 19
@ThomasCyrix @afpfr Parce que c'est Français (les germano-anglosaxons n'aiment pas ça, ni la bourgeoisie parisienne donc qui depuis 2 siècle est obsédée pour plaire aux angloxaxons (qui se foutent de leur gueule)), et...
1/n
@ThomasCyrix @afpfr Parce que c'est Français … et qu'ils ont voulu la jouer "frenglish" pour se croire "internachionaule" (comme les "BoOmErs" nous imposant cette connerie depuis 60ans). Les germano-anglosaxons s'en foutent donc ...
2/n
@ThomasCyrix @afpfr "Pourquoi une solution Française et son ringard "MaDe In FrAnCe", pensée alors par des Français, en français, puis portée 'in EnGliSh' pour se croire internationale ; alors qu'il suffit de la faire selon notre culture germano-anglosaxonne, en anglais, pour des anglophones".
3/n
Read 13 tweets
Jun 19
அண்ணாமலையின் மெளனம் அரசியல் சுனாமியா அல்லது காலம் வரட்டும் என்று காத்திருக்கும் சூறாவளியா என்று யாராலும் கணிக்க இயலவில்லை...

எதுவாக இருந்தாலும் அண்ணாமலையை பாஜக வீம்புக்காக இழந்து இப்போது வழி தெரியாமல் நிற்கிறது என்பதில் சந்தேகமில்லை..

குறிக்கோள் இல்லாத பயணம் இலக்கை
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நோக்கி அடையாது என்பதை பாஜக உணர வேண்டும்..
அண்ணாமலை யும் உணர்ந்து கொண்டு செயல்பட வேண்டும்..
பாஜகவின் எதிரி அண்ணாமலை என்ற மாதிரி பாஜகவின் இரண்டாம் தர தலைவர்களே பேசுவது தங்களுக்கு தாங்களே சூன்யம் வைத்துக் கொள்வதற்கு சமம் என்று புரியவில்லை

நல்லதை சொல்கிறோம் கேட்க தான்
N/3 👇
ஆர்வம் யாருக்கும் இல்லை...

இதில் பாஜகவின் சித்தாந்த வெங்காயம் தனிமனிதனை விட கட்சி முக்கியம் என்று சொல்வது தவறு இல்லை..

நல்லதை அண்ணாமலை இல்லை கடவுளே சொன்னாலும் கூட

நாங்கள் முடிவு செய்துவிட்டால் கழகங்களின் கூட்டணி என்ற மொட்டை மாடியில் இருந்து தலைகீழாக தான் குதிப்போம்
N/4 👇
Read 6 tweets
Jun 19
ᴄᴇʟᴇʙʀᴀᴛɪɴɢ ᴋᴀᴊᴀʟ ᴀɢɢᴀʀᴡᴀʟ 💞🎂
ᴛʜᴇ ғᴀᴄᴇ ᴛʜᴀᴛ ʟᴀᴜɴᴄʜᴇᴅ ᴀ ᴛʜᴏᴜsᴀɴᴅ sᴍɪʟᴇs 🪡
ʙɪʀᴛʜᴅᴀʏ sᴘᴇᴄɪᴀʟ ғᴏʀ ᴏᴜʀ sᴜɴsʜɪɴᴇ ɢɪʀʟ ☀️ ʜᴀᴘᴘʏ ʙɪʀᴛʜᴅᴀʏ ᴋᴀᴊᴀʟ 🎂
#HappyBirthdayKajalAggarwal #KajalAggarwal

ᴛʜʀᴇᴀᴅ 🧵 1/33 Longest Thread Image
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ᴄᴇʟᴇʙʀᴀᴛɪɴɢ ᴋᴀᴊᴀʟ ᴀɢɢᴀʀᴡᴀʟ 💞🎂
ᴛʜᴇ ғᴀᴄᴇ ᴛʜᴀᴛ ʟᴀᴜɴᴄʜᴇᴅ ᴀ ᴛʜᴏᴜsᴀɴᴅ sᴍɪʟᴇs 🪡
ʙɪʀᴛʜᴅᴀʏ sᴘᴇᴄɪᴀʟ ғᴏʀ ᴏᴜʀ sᴜɴsʜɪɴᴇ ɢɪʀʟ ☀️ ʜᴀᴘᴘʏ ʙɪʀᴛʜᴅᴀʏ ᴋᴀᴊᴀʟ 🎂
#HappyBirthdayKajalAggarwal #KajalAggarwal

ᴛʜʀᴇᴀᴅ 🧵 2 Image
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ᴄᴇʟᴇʙʀᴀᴛɪɴɢ ᴋᴀᴊᴀʟ ᴀɢɢᴀʀᴡᴀʟ 💞🎂
ᴛʜᴇ ғᴀᴄᴇ ᴛʜᴀᴛ ʟᴀᴜɴᴄʜᴇᴅ ᴀ ᴛʜᴏᴜsᴀɴᴅ sᴍɪʟᴇs 🪡
ʙɪʀᴛʜᴅᴀʏ sᴘᴇᴄɪᴀʟ ғᴏʀ ᴏᴜʀ sᴜɴsʜɪɴᴇ ɢɪʀʟ ☀️ ʜᴀᴘᴘʏ ʙɪʀᴛʜᴅᴀʏ ᴋᴀᴊᴀʟ 🎂
#HappyBirthdayKajalAggarwal #KajalAggarwal

ᴛʜʀᴇᴀᴅ 🧵 3 Image
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Read 65 tweets
Jun 19
Nvidia Vera Rubin-based AI data centers cost US$47 billion per 1GW (gigawatt) data center holding 3,557 server racks – $9.1M each – with an annual $1.3B electric bill and hardware depreciation 6x higher than power costs, said Young Liu, chairman of Foxconn, the world’s biggest AI server maker, in a speech. 1/3 $NVDA #Foxconn $TSM $ASX $DELL $HPE $SMCI
2/3 He said by 2030, the global data center market will hit $1.6 trillion as global compute soars to 174GW, from 68GW in 2024. At that time, another 106GW of electricity will be needed for them, so 18GW of power supply must be built each year from 2025 to 2030 to keep up. Demand for all this compute is coming from AI model builders, Cloud Service Providers (CSPs), governments and enterprises.
3/3 Foxconn’s chairman also said the plan for Taiwan-style science parks in Arizona and Texas will begin to take shape by the end of this year, and implementation will begin within a year. Taiwan’s biggest electronics industry association, the Taiwan Electrical and Electronic Manufacturers Association (TEEMA) is taking the lead on the project.
Read 5 tweets
Jun 19
Como a Força Aérea do Irã realizou o mais ousado e bem sucedido ataque aéreo das últimas quatro décadas utilizando caças obsoletos da década de 70 e causando enorme destruição numa base aérea dos EUA na guerra de 39 dias.

Veja o relato dos pilotos.
O bombardeio aéreo iraniano no Acampamento Buehring dos EUA no Kuwait, me lembrou de um F-4 iraniano realizando um ataque de bombardeio em baixa altitude contra forças iraquianas durante a Guerra Irã-Iraque.

Parece que o Irã tem usado essa tática há muito tempo com grande efeito
Relato do piloto iraniano de F-5 que bombardeou a base dos EUA Buehring no Kuwait:

“Estávamos voando em uma altitude extremamente, extremamente baixa.”

Do ponto de vista do padrão de voo, a altitude de treinamento padrão é de cerca de 500 pés, mas estávamos abaixo de 50 pés.
Read 9 tweets
Jun 19
🚨 عاجل: صار يمديك تستخدم Google Gemini لتحليل أي سهم كأنك محلل خبير في وول ستريت (ومجاناً)!

هذه 10 برومبتات (أوامر) مجنونة على Gemini بتغنيك عن اشتراكات منصات بلومبرغ المكلّفة اللي توصل لـ 4,000 دولار شهرياً.

(احفظ المفضلة 🔖 لأنك بتحتاجها بالتأكيد) 👇: Image
1️⃣ البرومبت الأول: تحليل كامل للسهم بأسلوب وول ستريت

البرومبت:
"العب دور محلل أبحاث أسهم أول في وول ستريت (Senior Wall Street equity research analyst). قم بتحليل سهم شركة: [اكتب رمز السهم أو اسم الشركة].
يجب أن يشمل التحليل:

يجب أن يشمل التحليل:

نموذج العمل ومصادر الإيرادات.

المزايا التنافسية للشركة (Moat).

اتجاهات وتطورات القطاع.

الصحة المالية (نمو الإيرادات، الهوامش الربحية، ومستويات الديون).

المخاطر الرئيسية التي تواجه الشركة.

تقييم السهم مقارنة بالمنافسين.

السيناريوهات المتوقعة: المتفائلة (Bull)، المتشائمة (Bear)، والأساسية (Base).
النظرة المستقبلية للسهم خلال 12-24 شهراً القادمة.

اشرح لي النتائج بأسلوب مبسط ومفهوم ولكن برؤية تحليلية احترافية."
2️⃣ البرومبت الثاني: التفكيك والتحليل المالي العميق

البرومبت:
"قم بتحليل القوائم والبيانات المالية لآخر 5 سنوات لشركة [اكتب اسم الشركة أو رمز السهم].
فكك لي الأرقام بناءً على:

نمو الإيرادات (Revenue growth).

اتجاهات صافي الدخل (Net income trends).

التدفق النقدي الحر (Free cash flow).

هوامش الربح (Profit margins).

مستويات الديون والالتزامات.

العائد على حقوق المساهمين (Return on equity).

في النهاية، وضح لي بوضوح: هل الشركة قوية مالياً وتتطور، أم أن أدائها المالي في تراجع؟"
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Jun 19
The first 30 minutes after Fajr can shape the next 16 hours of your day.
You wake up for Fajr - that’s the hardest win of the day.

But many Muslims lose what comes after it.

Prayer → phone → distraction → back to sleep → groggy morning.

And the day starts already off balance.
The hour after Fajr isn’t empty time.
It’s a blessed window.

The Prophet ﷺ said: “O Allah, bless my Ummah in their early mornings.”

That means this time carries barakah. How you use it matters.

Here’s a simple way to protect it:
Read 5 tweets
Jun 19
1️⃣ El ajuste fiscal que necesita Colombia para volver a una senda compatible con el cumplimiento de la regla fiscal desde 2028 y estabilizar la deuda pública es mucho mayor de lo que sugieren las cifras más visibles del Marco Fiscal de Mediano Plazo (MFMP) 2026.

No estamos hablando únicamente de una reforma tributaria de 30.2 billones de pesos (1.6% del PIB), que por sí sola ya resulta muy ambiciosa (ver tabla), sino de un ajuste fiscal total cercano a 100 billones!!!! 🧵Image
2️⃣ Por el lado de los ingresos, el MFMP asume un ajuste permanente de aproximadamente 1.6% del PIB (ver imagen izquierda), que debería provenir de un aumento en el recaudo tributario cercano a 30.2 billones de pesos. Es decir, una reforma tributaria extraordinariamente ambiciosa. Este requerimiento es muy similar al que ya contemplaba el MFMP de 2025 (ver imagen derecha).Image
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3️⃣ Sin embargo, la historia no termina ahí. Por el lado del gasto, la nueva trayectoria de mediano plazo muestra que el gasto primario se estabilizaría alrededor de 17.2% del PIB (ver imagen izquierda). Pero en el MFMP de hace apenas un año esa misma variable se estabilizaba cerca de 20.8% del PIB (ver imagen derecha). La diferencia es enorme: 3.5 puntos del PIB!Image
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