Ich berichte seit 13 Jahren über Finanzpolitik und @BMF_Bund: So eine schlechte Haushaltsaufstellung wie diesen habe ich nicht erlebt. Union und SPD sparen bislang nirgends, sondern operieren mit lauter Luftbuchungen. Es ist einfach nur erschütternd. Ein Thread.
@larsklingbeil hatte groß angekündigt zu sparen, aber er spart bis jetzt nirgends. Niemand sollte von der absehbaren Narrativen des @BMF_Bund täuschen lassen, die Haushaltslücke für 2027 sei geschlossen und die Lücken danach kleiner geworden. Das ist, Stand jetzt, alles Quatsch.
So habe sich Union und SPD bislang auf keinerlei Einsparungen geeinigt. Deshalb operiert das Finanzministerium mit "Globalpositionen" im Haushalt, die für noch zu entscheidende Einsparungen stehen. Diese ist genauso groß wie Haushaltslücke von zuvor 20 Mrd in 2027. Gespart: 0
After 7 Years, I Changed My Mind on Cholesterol Meds (Or Did I?)
🚨You'll want to read this one all the way though. Link at the end🚨
1/7) After seven years of living with astronomically high cholesterol, I’ve decided to start two medications. Not statins, but ezetimibe and bempedoic acid.
But that’s NOT the real story. The real story is WHY… and it has nothing to do with cholesterol🤨🤔...
Quick preface: “cholesterol-lowering drugs” are named for one effect, not their full biological impact.
Molecules don’t respect our labels. These drugs can influence multiple systems, including metabolism and brain health.
And in this case, they likely do.
2/7) Take ezetimibe. Beyond lowering LDL, evidence suggests it crosses into the brain and influences neurobiology.
Specifically, is disrupts the interaction between 14-3-3 and hexokinase, reducing protein aggregation.
Full video:
3/7) That means less amyloid, less tau, and even improved autophagy.
Even more interesting: retrospective analyses have found up to an ~8x lower risk of Alzheimer’s in patients on ezetimibe.
Not causal. Not definitive. But a signal worth paying attention to—especially in the right context.
Roger Froikin @rlefraim wrote, "Parties join together? Pitiful.
It seems that Naftali Bennett and Ya’ir Lapid are going to join their parties in an effort to gain credibility for the next general election in Israel.
1)
And there is talk that they will invite Eisenkot to join them as well.
So, let’s look at this closely. Politicians that have failed. Politicians that have based their entire careers on making false accusations against Netanyahu.
2)
Politicians who have no other policy other than being negative and making false statements. On top of that, individually, their records are, frankly, not very good.
3)
WHAT IS COMING IN THE NEXT 10 YEARS WILL MAKE THE LAST 10 LOOK LIKE A REHEARSAL.
Not a prediction. A reading of what is already in motion.
Here’s what I need you to understand. 🧵
The financial system built on debt and digital illusion is approaching a threshold it cannot cross without fundamental restructuring.
Not a crash in the ordinary sense. A reset.
The transition from a system built on scarcity and control to one that can no longer sustain the pretense that infinite growth is possible on a finite planet.
The health crisis is not behind us. It is deepening.
A population fed on processed food fluoridated water electromagnetic pollution and pharmaceutical dependency is approaching a biological breaking point.
The diseases of civilization are not random. They are the predictable result of a species that has been systematically disconnected from the conditions its biology requires to function.
Roger Froikin @rlefraim wrote, "White House Correspondents Dinner Shooter on the Payroll of Top California Democrat Politicians -
1)
The 31-year-old shooter from California who is alleged to have attempted to assassinate President Trump at The White House Correspondents' Dinner on Saturday night is alleged to have deep personal and
2)
financial ties to prominent California Democrat politicians including Governor Gavin Newsom, former House Speaker Nancy Pelosi, former Vice President Kamala Harris and US Senator Adam Schiff.
3)
Uso Claude todo el día sin agotar mi límite de tokens.
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Source of information and alerted by, Bat-Zion Susskind Sacks. Smadar Segal.
1)
There is a mountain of evidence that the October 7, 2023 Hamas raid into Israeli communities, the murder of 1250, the burning of some, the killing of babies, the vicious rapes, and the kidnapping of hostages and
2)
the suffering the hostages went though for month after month, and the slow response of the IDF and the authorities (taking in some cases 6 hours while the murders were happening, though foreign journalists managed get there much faster),
3)
Intervenire sulle rendite significa aumentare la concorrenza e ció comporterebbe una riduzione degli incassi diretti statali e non un aumento. Sarebbe probabilmente positivo ma non porterebbe agli effetti sperati da Calenda.
2/ Industria 4.0 é solo un sussidio. Ne ho ampiamente parlato in questo post.
Continuare a riproporlo ogni due minuti non elimina il fatto che non abbia portato benefici superiori ai costi.
3/ Il rimborso degli ETS sul carbone é problematico sia industrialmente che ambientalmente. Ha molto piú senso usare quelle risorse per iniziare ad avviare un programma nucleare (che non puó basarsi in maniera esclusiva su risorse pubbliche vista la situazione)
1/n Wyprzedzająco.
W ostatnich dniach odczuwamy poważenie ochłodzenie.
Jest ono wynikiem głębokiego meandra prądu strumieniowego (mamy nad Europą tzw. układ Omega).
Ale nad Hiszpanię i północno-zachodni basen M.Śródziemnego napływa dużo ciepła...
Tak wygląda to na mapie anomalii temeratur.
Przez ten napływ ciepłych mas powietrza szybko pojawiła się w północnozachodnim basenie M. Śródziemnego ciepła anomalia wody.
I to jest dla nas ważne, bo to tam powstają lub są wzmacniane "ładowane" tzw. Niże Genueńskie.
1/ Während @zeitonline bislang zum Auftritt von Stephan Kohn in der Corona-Enquete-Kommission vom 23.04.26 schweigt, verfasste die Zeitung im Mai 2020 einen fast schon neutralen Artikel zum 83-seitigen Positionspapier des furchtlosen und standhaften ehemaligen Oberregierungsrates Kohn im BMI:
„Er vertritt eine Sichtweise, die gärt, seit die Bundesregierung auf die Corona-Pandemie mit harten … Regeln reagiert hat. Er erhebt schwere Vorwürfe, manche wirken fundiert, andere könnte man auch auf den Wochenenddemos hören, die von Verschwörungstheoretikern als Bühne genutzt werden. …
Der Vorwurf des Regierungsrats könnte härter kaum sein: Die Bundesregierung habe zwar weitreichende Maßnahmen zur Eindämmung des Coronavirus beschlossen, ohne jedoch die Gefahren gegenzurechnen, die von diesen Maßnahmen selbst ausgehen. Sie habe zwar eine akute Ansteckungsgefahr bekämpft, ohne aber die Nebenwirkungen der Krisenbekämpfung hinreichend zu prüfen. Die Frage nach den Gefahren, die nicht nur vom Virus selbst, sondern auch von Schutzmaßnahmen ausgehen, zielt ins Herz der laufenden Debatte.“ …
2/ „Schutzmaßnahmen seien grundsätzlich eine eigene Gefährdungsquelle, argumentiert Stephan K. Eine Pandemie könne daher zu einer ‚Multi-Gefahrenlage’ führen. ‚Schutzmaßnahmen können nicht beliebig präventiv eingesetzt werden, weil auch sie das Potential in sich tragen, außergewöhnliche Schäden zu erzeugen’, so der Beamte. ‚Es gibt in einer Pandemie also immer mindestens zwei Gefahren, die das Krisenmanagement im Blick haben muss: gesundheitliche Schäden durch einen Krankheitserreger und Kollateralschäden durch Nebenwirkungen der Schutzmaßnahmen oder (als Spezialfall) einen Fehlalarm.‘“
3/ „K. hält die Pandemie für vergleichbar mit einer normalen Grippewelle – und die Reaktion des Gesundheitswesens für fatal: ‚2,5 Mio Menschen wurden in Folge der Regierungsmaßnahmen nicht versorgt’, behauptet er, alleine durch abgesagte Operationen und nicht erfolgte Behandlungen seien einige Zehntausend Patienten gestorben, womöglich ‚bis zu 125.000 Patienten’. Er räumt aber ein: ‚Die voraussichtliche Sterberate lässt sich nicht seriös einzuschätzen.‘“
Resultados, Valuation e Técnico
By Dan Kawa
28Abr26
Há poucas novidades relevantes no curto prazo. Ressalta-se a ausência de solução definitiva para o conflito no Oriente Médio. O petróleo permanece em patamar elevado, com viés de alta. Ainda assim, os mercados acionários globais apresentam valorização, sustentados por resultados corporativos mais construtivos. O quadro técnico mostrou leve deterioração nas últimas semanas. No Brasil, a ausência de fluxo adicional estrangeiro tem levado a alguma acomodação dos mercados. Esse ambiente sugere um pano de fundo mais frágil no curto prazo para ativos de risco, na ausência de um acordo de paz definitivo.
Um olhar nos valuations de mercado sugerem um quadro de valuations global ainda relativamente esticado, mas com nuances importantes. O múltiplo do MSCI AC World segue acima da média histórica, puxado principalmente pelos EUA, enquanto outras regiões (Europa, Japão e ex-EUA) estão mais próximas de níveis neutros. Ao mesmo tempo, o equity risk premium (ERP) global caiu para patamares historicamente baixos, ou seja, o mercado está mais dependente de crescimento e lucros para se sustentar. Em termos de estilos e setores, há clara dispersão. growth, tecnologia e qualidade continuam negociando com prêmio elevado, enquanto value, energia e financeiros seguem mais descontados. A leitura geral é de um mercado não barato, concentrado e com menor margem de erro, onde a seletividade (regional e setorial) se torna mais relevante do que a direção agregada.
Valuations altos não determinam mudança de tendências que, no longo-prazo, serão definidas por fundamentos, ou seja, crescimento de earings. Os dados mostram um crescimento de lucros forte no curto prazo, mas altamente concentrado (energia e tech) e já amplamente revisado para cima, historicamente, isso não garante retornos futuros elevados. A leitura é de um mercado com expectativas altas e dependente de poucos drivers, o que reduz a margem de erro e aumenta a importância de seletividade.
@SmartDeFi_Live @restitutorII 0 connard de raciste/xenop. La France n'a jamais rien volé ni pillé, bien au contraire !
Les mines d'or au Mali appartiennent à des entreprises de pays du CommonWealth Britannique ; elles sont sud-africaines, Canadiennes. Austalienne et British.
@SmartDeFi_Live @restitutorII Et les mines clandestines sont tenues par des Chinois, ex-ouvriers de la Centrale nucléaire conçue et financée par la France (POUR le Mali), et que le Mali décida de faire construire* par la Chine qui comme d'hab', une fois les travaux terminés, a laisser ses ouvriers sur-place.
@SmartDeFi_Live @restitutorII *Centrale nucléaire conçue et FINANCÉE par la France (POUR le Mali) que ces ingrats Maliens décidèrent de faire construire par la Chine au lieu de sociétés Franco-Malienne : 'moins cher'.
Modern battlefields are becoming transparent. Cheap drones now hover over front lines for hours, feeding live video to operators who can call in artillery, direct strike teams, or simply watch and wait. The result is something military analysts are only beginning to fully reckon with: a battlefield where being seen has become nearly as dangerous as being shot.
This is the invisible wall. Not a physical barrier, but a detection threshold — the point at which massing enough troops in one place to actually attack becomes suicidally expensive. You can move. You just can't concentrate.
The Exposure Problem
The most important thing drones do isn't destroy — it's reveal. A drone that spots a column of vehicles doesn't need to carry a warhead. It only needs to transmit a location. Artillery, missile teams, or FPV kamikaze drones can handle the rest. This separation between finding a target and killing it has fundamentally changed how forces behave near the front. Vehicles are pushed back. Command posts move constantly. Supply runs happen at night, in small groups, along unpredictable routes.
Armies have adapted by shrinking. Platoons become squads. Squads become pairs. But dispersion has a floor. A single soldier can slip through a gap undetected — but one person cannot seize a village, hold a crossing, or push through a defended line. At some point, the attack needs mass. And mass is exactly what the drones are hunting.
It Cuts Both Ways
Here's what's often missed: the wall doesn't only stop attackers. Defenders face the same sky.
Rotating exhausted troops, shifting reserves, staging a counterattack — all of these require movement and concentration. All of them are visible. A defending force can hold a position more easily than it can maneuver to exploit a gap or reinforce a threatened flank. The result isn't a one-sided advantage for the defense. It's a mutual paralysis — both sides pinned, neither able to move freely. That's the deeper mechanism behind modern stalemate.
1/ After spending years demanding a full mobilisation, Igor 'Strelkov' Girkin has come to the realisation that it would now be pointless: Ukraine's swarms of drones are capable of destroying "any number of infantry", and Russia doesn't even have enough weapons to arm them. ⬇️
2/ A reader of his Telegram channel asks:
"Question: there's increasing talk of possible mobilisation—do you think the government will take such a step? And is mobilisation necessary under the current circumstances?"
To which Girkin replies:
3/ "Mobilisation was needed in the spring of 2022, the spring of 2023, the spring of 2024, and perhaps even the spring of 2025. Now, mobilisation is catastrophically late. Currently, mobilisation, as perceived by the majority of the population, will yield no results.
Todo el mundo piensa que los abdominales son la mejor forma de trabajarlos.
Pero eso es mentira.
Aquí hay 7 ejercicios que desarrollan todo tu core (no solo tu 'six-pack' ):🧵
1. Insecto muerto
Esto ejercita los músculos profundos que te ayudan a moverte en la vida real.
• Acuéstese boca arriba con los brazos en alto y las rodillas dobladas.
• Empuja tu espalda baja hacia el suelo (¡súper importante!)
• Estire lentamente un brazo y la pierna opuesta.
• Haz de 8 a 10 repeticiones de cada lado.
2. Tablón RKC
Las planchas regulares no funcionan si las haces mal.
Esta versión te asegura que lo sentirás aún más:
• Ponte en posición de plancha con antebrazos.
• Lleva los codos hacia los dedos de los pies.
• Aprieta tu trasero tan fuerte como puedas
• Mantener durante solo 10-20 segundos con el MÁXIMO esfuerzo
Hacerlo con todo durante 10 segundos es mejor que hacer una plancha relajada de 1 minuto.
1/ Russian drone developers are complaining that because of bureaucratic restrictions, they are having to use firecrackers as the warheads on interceptor drones, or rely solely on kinetic methods instead of explosive warheads. ⬇️
2/ The Russian warblogger 'UAV Developer' shows a photo of two firecrackers and asks:
"Do you know what this is?
It's the warhead of an interceptor drone."
3/ "While those Ukrainian drones are hitting a house in Yekaterinburg, smashing a landing craft in Crimea with shrapnel, and killing a dozen civilians along the way, the developers of interceptor drones are trying to somehow circumvent the restrictions of the mad printer…
'Rokoteturvallisuutta koskeva varoitus, jota media ei vieläkään halua huomioida'
Tässä Joseph Fraimanin (@JosephFraiman) Brownstonelle kirjoittamassa artikkelissa on monta tärkeää monessa
- se mm. demonstroi sitä, miten k- piikkien turvallisuuteen liittyvää huolta on ollut vertaisarvioituna julki jo vuosia. Samoin se tuo esille sen, kuinka - ja millä tavoin - keskusnarratiivia palvelevat asiantuntijat yhdessä median kanssa yrittävät marginalisoida nämä huolet.
Otteita artikkelista - 🧵
2/
".. Pfizerin ja Modernan mRNA- pohjaisten Covid-19 -rokotteiden tutkimuksissa havaittujen vakavien haittavaikutusten signaali on ollut tiedekirjallisuudessa jo lähes neljä vuotta. .."
3/
".. Valtavirran tiedotusvälineet ovat niissä harvoissa tilanteissa, joissa ne ovat ottaneet asian esille, käsitelleet sitä ei punnittavana todisteena vaan hallittavana misinformaationa – hylänneet sen sellaisten asiantuntijoiden auktoriteetin perusteella, joilla ei ole asiaankuuluvaa osaamista, tai yksinkertaisesti jättäneet sen huomiotta. .."
Arrogance ignare des libéraux sur une économie qu'ils défendent si bien car ils sont incapables de la comprendre. Le marginalisme naturalise le capitalisme. Il réduit la valeur rareté ou abondance individuel il fétichise le rapport marchand et efface le travail qui l'a produit👇
Le verre d'eau dans le désert se vend peut être très au-dessus de sa valeur. Jamais durablement en dessous. La rareté fait osciller le prix, elle ne crée pas la valeur. La valeur naît dans le "laboratoire secret de la production"? Le marché et ses prix ne font que la réaliser.
La robinsonnade marginaliste, un individu seul arbitrant des utilités, est une régression vers l'individualisme libéral du XVIIIe siècle, liquidée par Marx en 1857. La controverse de Cambridge (Joan Robinson) a démontré son incohérence. Tuant définitivement les néoclassiques.