Most recent unrolls from @ThreadReaderApp

Jun 9
SitRep - 08/06/26 - Strikes in Novorossiysk

An overview of the daily events in Russia's invasion of Ukraine. Ukraine attacked the Grushovaya Balka oil storage and pumping hub in Novorossiysk overnight. Fire damage was inflicted.

REPOST=appreciated

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As usual we start with Russian losses
Read 21 tweets
Jun 9
@bakuninbolado É impressionante como marxista é burro e/ou desonesto! Porque não é necessário ter lido nenhum autor liberal, para entender que a Mais-valia já nasceu refutada. Pois o próprio Marx a refutou no Volume III do Capital, nos capítulos 8, 9 e 10.
@bakuninbolado Marx no Volume I, Capítulo 1 (A Mercadoria) — especificamente na seção sobre O Caráter Duplo do Trabalho Representado nas Mercadorias —estabelece a fundação de sua teoria econômica a tese: O valor de troca de qualquer mercadoria é determinado direta e estritamente pelo...
@bakuninbolado tempo de trabalho socialmente necessário para sua produção, baseando-se na TVT que já havia sido refutada pela revolução marginalista. Mas podemos desconsiderar isto. Pois como afirmei, o próprio Marx se refutou. Não precisou de críticos.
Read 15 tweets
Jun 9
Gedanken zur Tageslosung für Dienstag, den 09.06.2026

Losungswort
Jakob zog seinen Weg. Und es begegneten ihm die Engel Gottes.
1. Mose 32,2

Lehrtext
Paulus sprach: Diese Nacht trat zu mir der Engel des Gottes, dem ich gehöre und dem ich diene, und sprach:
Fürchte dich nicht, Paulus, du musst vor den Kaiser gestellt werden; und siehe, Gott hat dir geschenkt alle, die mit dir fahren.
Apostelgeschichte 27,23-24

Die Losungen der Herrnhuter Brüdergemeine

Himmlische Boten

Immer wieder finden wir in der Bibel Berichte, dass
Engel Menschen begegneten. Auch die heutigen Bibelverse handeln davon: Im Losungswort war es Jakob auf dem Weg zurück in seine Heimat, im Lehrtext der Apostel Paulus auf dem Weg nach Rom. Bei beiden waren die Umstände schwierig und gefährlich. Jakob
Read 17 tweets
Jun 9
₹1 crore as a retirement target.

It's the number most people cite.
And it's almost always wrong.

Here's the math most people skip:

₹1 crore in 2026 ≠ ₹1 crore in 2046.

At 7% inflation over 20 years:
₹1 crore today = purchasing power of ~₹25 lakh in 2046.
Same grocery bill. Same rent.
Same doctor visit.
Just 4x more expensive.

The actual corpus you need depends on:
→ What lifestyle you want at 60
→ Which city you'll live in
→ Healthcare inflation (running at 10–12% in India)
→ How long you'll live (India's life expectancy rising toward 75+)
A conservative estimate for a 35-year-old today:
Comfortable retirement at 60 in a metro = ₹7–10 crore corpus.
Not ₹1 crore.

The ₹1 crore target is a 1990s number running in 2026.
Read 4 tweets
Jun 9

Lukas 13,1-14,6
Nicht urteilen, sondern Buße tun • Das Gleichnis vom Feigenbaum • Die Heilung einer verkrümmten Frau am Sabbat • Das Gleichnis vom Senfkorn und das Gleichnis vom Sauerteig • Von der engen Pforte und dertwr360.org/programs/view/…
verschlossenen Tür • Jesus klagt über Jerusalem • Jesus heilt einen Menschen im Haus eines Pharisäers

„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 9
How to Position Yourself for Daily Conversations With the Holy Spirit
1. Slow Down Your Inner Noise (John 14:26)
Conversations with the Holy Spirit are often missed not because He is silent, but because the mind is too loud. When your thoughts are constantly racing with worries, plans, and distractions, it becomes hard to notice His gentle leading. Learning to slow your heart and quiet your inner noise creates space where His voice becomes clearer.
2. Create Intentional Moments of Stillness (Psalm 46:10)
The Holy Spirit often speaks in calm awareness, not in chaos. Setting aside intentional moments where you are not rushing or multitasking helps your spirit become more attentive. In stillness, you begin to recognize impressions, thoughts, and promptings that carry spiritual direction.
Read 9 tweets
Jun 9
🚨𝗧𝗵𝗲 𝗦𝗰𝗶𝗲𝗻𝗰𝗲 𝗼𝗳 𝗚𝗿𝗲𝗲𝗱 - 𝗣𝗮𝗿𝘁 𝟮

When Canada was in the way of money, he did the most sensible thing... He became Prime Minister!

All the pieces were always there, the blueprint was sketched out by Carney before he ever became PM.

Let me show you...
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1) It all starts here like in part 1... Ethics of course! Why start as PM without an ethics scandal? Image
2) Then you begin to see pieces here and there of what Carney was doing but never understood why? He was just an investment manager who loved the planet of course. Image
Read 8 tweets
Jun 9
مفهوم المال تغير180درجة بعد ازالة الغطاء الذهبي منه.
زمان كانت الاموال مكونة من ذهب وفضة
الدينار مثلا كان دهب ووزنه اربعة جرام وربع..
والاموال مكانتش بتتعد انما كانت بتتوزن يعني لو اشتريت ب100 دينار والوزن طلع اقل فهو بيتقدّر بالوزن، وعدد العملات مالوش معنى.
سواء الدنار والدرهم
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وهنا قيمة المال الشرائية ثابتة ومش بتقل، وكذلك الحال مع كل عملات العالم،
الجنية مثلا سواء كان ورق ولا ذهب فكان ليه غطاء ذهبي في البنك،
لحد ما امريكا النصابة بنت الوسخة شالت الغطاء الذهبي من على الدولار عشان تسد الديون بطباعة ورق حرفيا، ودي عملية سرقة مرعبة ضخمة لحد دلوقتي شغالة
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لما تبص على اقتصاد امريكا هتلاقي اغلبه من السبوبة الوسخة دي،،
اقتصاد بيجي من طباعة ورق وبياخد قمية ليه. كنت سمعت من الدكتور محمد الجندي ان امريكا تمتلك 3% من قيمة اللي بتطبعه.
اللي امريكا عملته ربطت العالم بالدولار وفرضته، وبعد كدا شالت الغطاء الذهبي يعني مثلا النفط
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Read 18 tweets
Jun 9
In my estimation, the long running argument over whether Seattle is “dying” or “thriving” is the wrong fight. Both camps are reading their politics into a metric that has none. Let’s do something boring but perhaps more useful: read the building permits. /1
A permit is a confession about the future. Nothing breaks ground in secret; what’s filed today rises in 18 to 30 months. So if you want to know where a city is going, you don’t argue about it, just go read the pipeline. /2
Seattle’s pipeline: permit counts held steady, but units fell off a cliff: down about 70% from the 2022 peak. The small projects keep coming; the big apartment buildings stopped getting filed. That’s the story in one line. /3 Image
Read 14 tweets
Jun 9
Great Initiates #18 - Fernando Pessoa

To the world, he was a quiet Lisbon clerk in a bow tie, but in secret, he was an astral traveler, an obsessive astrologer, and a Rosicrucian adept.
This thread unravels the deeply hidden occult life of Portugal's greatest literary magus.
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Born in Lisbon in 1888, Fernando Pessoa’s early life was marked by sudden, shattering grief, losing his father and infant brother, he moved to South Africa with his stepfather, where he received a rigorous British education, deeply immersing himself in Western philosophy. Image
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This bilingual upbringing isolated him but sparked a massive interior world... By age six, he was already communicating with imaginary friends through detailed letters, the subtle, early seed of what would become a mental fortress of multiple identities. Image
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Read 46 tweets
Jun 9
My 13 year old son told me that he might decide to live in Israel when he's an adult. "It doesn't matter for you dad, you're old, but we may only have 20 or 30 years before it becomes like Europe for Jews here." I couldn't tell him he was wrong. 1/
This is an American Jewish emergency. But I look at the Jewish news, and my generation isn't treating it like an emergency. The Jewish-oriented charitable foundations are still building new Holocaust museums, still donating money to universities that are incubating antisemitism, 2/
still prioritizing that same things they were prioritizing a decade or two ago. Left-wings Jews are still apologizing for left-wing antisemitism, still supporting the likes of Mamdani or Platner because in their mind the main "emergency" is not enough leftism in American politics. 3/
Read 9 tweets
Jun 9
Ukraine's Zelensky: "Our long-range sanctions are having positive effects."

1/14
🔥Grushevaya depot, black sea exports crippled

Ukraine's drones ignited a massive fire, oil base in Novorossiysk — core of Sheskharis complex with 1.2+M m³ capacity. Critical transshipment hub feeding mountain tunnels to export tankers; slashes frontline fuel supplies.

2/14
🔥Expert Warns: russia nearing full fuel paralysis

With only ~45% gasoline production capacity operational, central regions ration heavily. Analyst: “This is just the beginning.” Pending strikes on Paveletskaya & Salavat could trigger nationwide transport collapse by June

3/14
Read 14 tweets
Jun 9
Concept of ‘Nerd Escorts’ that tech people pay a premium for because they know the word ‘Ethereum’ is just Silicon Valley re-inventing Geishas from first principles Image
Classical Geishas were expected to be pleasant and entertaining conversationalists knowledgeable in poetry, literature, traditional music etc. Silicon Valley ‘Nerd Escort’ Geishas are expected to be know about crypto, AI and the latest TPOT discourse. Different elite priorities Image
Incidentally this is why so-called ‘mid’ so-called ‘e-girls’ have such big relative arbitrage versus regular women in online communities
Read 4 tweets
Jun 9
Anglo Prot Libs really wanted Irish Catholics to be “independent” so English & Irish “nationalisms” could both be “about” hobbit-hovel hotpot localist communitay & thus blend into global favela; real nationalism was about prometheans tearing away at dynastic imperial DEI politics Image
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Everyone acknowledges that eg Bismarck & Garibaldi were successful nationalists, whether one thinks that’s good or bad; maybe *ethnic* nationalism wasnt in the cards for White Britain, but its analogous figure wouldve unified further under parliament, not devolved under the crown
Granted, the anglo libs behind this globalist devolution didn’t keep the crown over Ireland, as they did over the rest of the commonwealth. & again unifying Germans or Italians in their lands is more intuitively nationalist than unifying Britain’s white dominions. But still odd…
Read 5 tweets
Jun 9
🚨BREAKING — AFL filed complaints demanding federal investigations into Chicago, San Francisco, and Loudoun County Public Schools for illegal policies that socially transition children and keep parents in the dark.

The districts’ superintendents testify before Congress June 10. Image
AFL’s complaints, filed with the U.S. Department of Justice and U.S. Department of Education, detail serious violations of federal law by:

🏫 Chicago Public Schools

🏫 San Francisco Unified School District

🏫 Loudoun County Public Schools
The complaints detail violations of the Family Educational Rights and Privacy Act (FERPA), Title IX of the Education Amendments of 1972, and the First and Fourteenth Amendments to the U.S. Constitution through radical policies adopted by each of the school districts.
Read 13 tweets
Jun 9
Think I’ve mentioned that Lankan Moor Jonahar set up the Madagascar Sapphire market & still control 70%. The other 30% is controlled by the Toechew Chinese.

It is forgotten now but the rivalry between the Southern Min ethnicities & the Southern Jonakars is a generational one.
China is interesting because both the Maritime & Terrestrial Silk Roads intersect there. The Han have about 12 prominent commercial sub-ethnicities:

The Minnanyu maritime cluster is the closest to Jonakar as their enterprise mix was jewelry, rice exports, salt, & shipbuilding. Image
Our interests most directly conflicted in Southeast Asia, where we still have large & prominent diasporas.

Toechew managed to move up into banking from rice exporting in the 19th century. Ultimately, we lost in part because of the Islamic prohibition against lending at interest.
Read 4 tweets
Jun 9
Tenés dos posibilidades de encarar un día tan importante como el MARTES 9 DE JUNIO — el día más intenso y más hermoso del mes: una es dejar todo librado al azar, y la otra es siguiendo estos consejos y llevar la clave en el bolsillo.
Pasa 👇🏻 Image
El cielo de hoy es una contradicción perfecta.
Por un lado te empuja fuerte. Por el otro, te sostiene.
Todo depende de dónde pongas el foco. 🧿
La Luna está en Aries 🔥
Energía al palo, reacciones rápidas, ganas de resolver todo YA.
Pero choca con Saturno y Neptuno al mismo tiempo.
Aries quiere correr → Saturno te para. Aries quiere certeza → Neptuno te mete neblina.
El universo diciéndote: “calmate, pensá antes de actuar.”
Read 9 tweets
Jun 8
🧵 FIL: Crònica d'una Resistència: L'Oasi de Pluralitat en l'Ecosistema Futbolístic Català.👇

#RCDE Image
Al mapa del futbol global, poques regions presenten una concentració d'identitat, política i esport tan intensa com Catalunya. Durant dècades, la narrativa predominant ha consolidat un axioma gairebé inqüestionable: el FC Barcelona com l'epicentre absolut de la catalanitat...👇 Image
...el «vaixell insígnia» de la resistència cultural i la víctima predilecta de les estructures de poder del segle XX. Tanmateix, quan s'analitza el mapa esportiu regional des d'una perspectiva historiogràfica, desprovista de dogmes, emergeix una realitat molt més complexa. Image
Read 18 tweets
Jun 8
It is anachronistic. China's productivity, especially in shipbuilding, cannot be explained by reference to this historical analogy, since the trade deficit is a function of America's inability to produce.
@LukeGromen Productivity is the time per unit of value from input to output. Under that formula, a revalued gold cannot explain why the US has a trade deficit with China. The time per unit of value from input to output is unproductive in the US.
China has been investing so much in shipbuilding over the past 18 years that it can now build more ships in a month than the United States can in a year. Measured by time rather than gold or dollars, the situation draws into stark relief America's lack of productivity. Image
Read 7 tweets
Jun 8
How is nobody talking about this?

These 2 stocks are about to pull a $SIVE type of run:
First, for a crazy run, I use a simple framework:

1) Enabler – Does this build the foundation of the AI buildout?
2) Leadership – Experienced founder/insiders with skin in the game?
3) Revenue Quality – Recurring or one-time?
Revenue Growth – Inflection thesis or just steady?
4) Moat – Hard to replicate?
5) Asymmetry – Worst case vs possible reward?
6) Conviction Gap – What we can prove today vs what catalysts will prove.

Keep these in mind.
First stock: $OPTX (Syntec Optics).

Let's review.

Enabler: Yes. AI data center optics (micro-optic splitters/combiners, light pipes for hyperscale connectors) + LEO satellite optics that feed AI infrastructure.
Read 20 tweets
Jun 8
Today, a court in Boston held President Trump's $100k fee for H-1B visas is illegal. But in December, a federal judge in D.C. declined to stop the same program. Both suits were brought by activists (one, a California-led coalition, the other, Chamber of Commerce). What gives? Image
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These decisions help illustrate how, while we may be almost 18 months into President Trump's second term, so many of his policies have been stymied in the courts. Similar claims but different conclusions are just the most recent example of the novel scrutiny to executive action Image
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Going through Judge Sorokin's (Obama, D. Mass) opinion, I'm looking for how he treats issues compared to Judge Howell (Obama, D.D.C.). First, consular nonreviewability. Howell sidesteps-with a denial he need not address. Sorokin finds that this visa denial via fee isn't a denial Image
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Read 8 tweets