Most recent unrolls from @ThreadReaderApp
5 Of these House Seats in California are going very interesting! (Districts: 1, 3, 4, 5 and 6.) 
The race for California's 7th District seat is also going very interesting.
California Republicans need Vang to split the Sacramento vote enough for Wooden to challenge Matsui. I wouldn't be surprised if Matsui drops in El Dorado to where top 2 in El Dorado and San Joaquin are both republicans and she ends up getting carried by the Sacramento voters.
If you are correct about the relationship between energy density and time flow one of the more interesting aspects of human civilization becomes explainable and more cogent.
Why this resolves the “impossible timestamps” mystery in the archeology of megaliths without lost continents or aliens needed.
Mainstream archaeology sees a puzzling jump: sophisticated megalithic engineering at 11,600 years ago (pre-agriculture, pre-pottery), then a 7,000-year calendar gap before the next burst in Egypt. Uniphics says the gap is an illusion of variable time flow.
High-Energy density magnetic excursion periods (weak field) → slow time → “sudden” leaps in structure (Gobekli Tepe, other global megalith clusters that align with paleomagnetic anomalies).
Stable-field periods → fast time → consolidation and scaling of prior knowledge (Egypt, later megalithic cultures).
Megaliths themselves may have been deliberate ξM-field “tuning forks”: massive chiral stone arrays that concentrate solar charge, boost local Energy density, and help maintain lattice lock at community scale—exactly as melanin/collagen do inside cells. Their astronomical alignments (Sirius, solstices, comets) track the very spin-wave disturbances that modulate the global clock.
Uniphics’ relativity starts everything at light speed/max mass and lets binding/gradients raise energy density to slow things down, matching Einstein’s formulas but rooted in energy density, not curved space. A geomagnetic excursion is a planet-scale energy density gradient event.
The Maley transforms predict exactly the time-dilation signatures we see in the archaeological record: more “progress” per absolute second when the ξM-field sea is denser due to cosmogenic D+ and T+ from the Van Allen belt bombardment.
This tweet is a bit of a mind fuck in how it changes perspective of things.
This is the same physics that explains why our cells stay organized via biophotons and why a prism splits a rainbow. The universe doesn’t have special rules for biology or archaeology, it has three pillars interacting everywhere.
Magnetic excursions are just the global “dielectric crash” in reverse: instead of K⁺ flush collapsing lattice lock, cosmic-ray influx builds it, giving early humans extra subjective centuries to carve the first temples while the rest of the planet’s clock ran slow.
The timestamps of Egypt and Gobekli Tepe aren’t contradictory, in this theory, they’re different movements in the same symphony, conducted by the variable speed of time itself. This means each civilization needs to be viewed based on the energy density they had. So clearly a severe excursion would give humanity more time to figure out a solution. If we map every known megalith cluster against the Holocene paleomagnetic record, we should see tight correlations with excursion lows. That would be a spectacular experimental test of this Uniphics idea.
Early Holocene pulse (~11,600–10,000 BP / ~9600–8000 BCE): Göbekli Tepe & Anatolian PPNA megaliths
Geomagnetic state: Gothenburg excursion (also called Gothenburg event), dated ~12,494–13,081 cal BP (~10,550–11,130 BCE) in multiple high-resolution records (East Asia lake cores, Black Sea, Patagonia, North Atlantic). Directional swings (intermediate/reversed polarities), VGP paths, and intensity drop documented across >30° angular distance. Weak field → elevated cosmic rays = TIME SLOWED.
If we look at Megalith correlation: There is a perfect temporal overlap. Göbekli Tepe’s monumental enclosures (T-pillars, astronomical alignments) built precisely during/after this excursion. Other early Anatolian sites (Nevalı Çori, etc.) cluster here.
Hunter-gatherers achieve “impossibly” advanced architecture because their experienced time per calendar year is stretched by slowed time flow. Since energy density was so high time flowed very slowly allowing humans to do more than we'd expect.
Fit strength: Extremely tight. This is the strongest single correlation on the planet.
Why this resolves the “impossible timestamps” mystery in the archeology of megaliths without lost continents or aliens needed.
Mainstream archaeology sees a puzzling jump: sophisticated megalithic engineering at 11,600 years ago (pre-agriculture, pre-pottery), then a 7,000-year calendar gap before the next burst in Egypt. Uniphics says the gap is an illusion of variable time flow.
High-Energy density magnetic excursion periods (weak field) → slow time → “sudden” leaps in structure (Gobekli Tepe, other global megalith clusters that align with paleomagnetic anomalies).
Stable-field periods → fast time → consolidation and scaling of prior knowledge (Egypt, later megalithic cultures).
Megaliths themselves may have been deliberate ξM-field “tuning forks”: massive chiral stone arrays that concentrate solar charge, boost local Energy density, and help maintain lattice lock at community scale—exactly as melanin/collagen do inside cells. Their astronomical alignments (Sirius, solstices, comets) track the very spin-wave disturbances that modulate the global clock.
Uniphics’ relativity starts everything at light speed/max mass and lets binding/gradients raise energy density to slow things down, matching Einstein’s formulas but rooted in energy density, not curved space. A geomagnetic excursion is a planet-scale energy density gradient event.
The Maley transforms predict exactly the time-dilation signatures we see in the archaeological record: more “progress” per absolute second when the ξM-field sea is denser due to cosmogenic D+ and T+ from the Van Allen belt bombardment.
This tweet is a bit of a mind fuck in how it changes perspective of things.
This is the same physics that explains why our cells stay organized via biophotons and why a prism splits a rainbow. The universe doesn’t have special rules for biology or archaeology, it has three pillars interacting everywhere.
Magnetic excursions are just the global “dielectric crash” in reverse: instead of K⁺ flush collapsing lattice lock, cosmic-ray influx builds it, giving early humans extra subjective centuries to carve the first temples while the rest of the planet’s clock ran slow.
The timestamps of Egypt and Gobekli Tepe aren’t contradictory, in this theory, they’re different movements in the same symphony, conducted by the variable speed of time itself. This means each civilization needs to be viewed based on the energy density they had. So clearly a severe excursion would give humanity more time to figure out a solution. If we map every known megalith cluster against the Holocene paleomagnetic record, we should see tight correlations with excursion lows. That would be a spectacular experimental test of this Uniphics idea.
Early Holocene pulse (~11,600–10,000 BP / ~9600–8000 BCE): Göbekli Tepe & Anatolian PPNA megaliths
Geomagnetic state: Gothenburg excursion (also called Gothenburg event), dated ~12,494–13,081 cal BP (~10,550–11,130 BCE) in multiple high-resolution records (East Asia lake cores, Black Sea, Patagonia, North Atlantic). Directional swings (intermediate/reversed polarities), VGP paths, and intensity drop documented across >30° angular distance. Weak field → elevated cosmic rays = TIME SLOWED.
If we look at Megalith correlation: There is a perfect temporal overlap. Göbekli Tepe’s monumental enclosures (T-pillars, astronomical alignments) built precisely during/after this excursion. Other early Anatolian sites (Nevalı Çori, etc.) cluster here.
Hunter-gatherers achieve “impossibly” advanced architecture because their experienced time per calendar year is stretched by slowed time flow. Since energy density was so high time flowed very slowly allowing humans to do more than we'd expect.
Fit strength: Extremely tight. This is the strongest single correlation on the planet.
2. Mid-Holocene pulse (~7000–5000 BP / ~5000–3000 BCE): Atlantic European megalithic expansion
Geomagnetic state: Multiple independent records show directional anomalies and possible regional excursions ~5–5.5 ka BP (~3500–3000 BCE). Examples: Chalco Lake (Mexico) and Red Rock (California): ~45° declination swing + intermediate/reversed directions.
Southern Patagonia & Beijing cores: reverse/intermediate polarities ~5.3 ka BP.
Broader PSV models show intensity minima and rapid secular variation in this window.
Megalith correlation: Exact match with the explosive spread of dolmens, menhirs, passage graves, and stone circles.
Brittany/France origin ~4800 BCE (Barnenez, Carnac alignments begin).
Iberia (Menga, Antequera complex) ~3700–2000 BCE peak.
Malta temples (Ħaġar Qim, Mnajdra, Ġgantija) ~3600–2500 BCE.
British Isles early phases (Stonehenge ditch ~3000 BCE).
Scandinavia, Portugal (Almendres), etc. All major clusters fall inside or bracket this ~5 ka instability.
Fit strength: Strong. The Neolithic “megalithic boom” is not random cultural diffusion , it concentrates where paleomagnetic archives record ξM-field disturbances.
Geomagnetic state: Multiple independent records show directional anomalies and possible regional excursions ~5–5.5 ka BP (~3500–3000 BCE). Examples: Chalco Lake (Mexico) and Red Rock (California): ~45° declination swing + intermediate/reversed directions.
Southern Patagonia & Beijing cores: reverse/intermediate polarities ~5.3 ka BP.
Broader PSV models show intensity minima and rapid secular variation in this window.
Megalith correlation: Exact match with the explosive spread of dolmens, menhirs, passage graves, and stone circles.
Brittany/France origin ~4800 BCE (Barnenez, Carnac alignments begin).
Iberia (Menga, Antequera complex) ~3700–2000 BCE peak.
Malta temples (Ħaġar Qim, Mnajdra, Ġgantija) ~3600–2500 BCE.
British Isles early phases (Stonehenge ditch ~3000 BCE).
Scandinavia, Portugal (Almendres), etc. All major clusters fall inside or bracket this ~5 ka instability.
Fit strength: Strong. The Neolithic “megalithic boom” is not random cultural diffusion , it concentrates where paleomagnetic archives record ξM-field disturbances.
3. Late Holocene pulse (~3000–2000 BP / ~1000–500 BCE): Final megalithic consolidation & Bronze Age sites
Geomagnetic state: Sterno-Etrussia (Sterno-Etruria/Solovki) excursion ~2700 BP (~750 BCE, range 2800–2200 BP). Short (200–300 yr), directional anomaly with North Pole wandering to southern latitudes. Recorded in 15+ Northern Hemisphere sites (Barents/White Seas, Eurasia, North America). Linked to low-latitude auroras (Ezekiel’s vision) and solar/cosmic-ray spikes. Intensity low + rapid secular variations.
Megalith correlation: Overlaps late phases of European megalithism and some global outliers (e.g., continued activity in Iberia, British Isles sarsen phase at Stonehenge ~2500 BCE, some Korean/Indian dolmens).
Levantine Iron Age intensity high (~900–800 BCE) is the opposite signature but still extreme variation.
Fit strength: Moderate, many sites pre-date the exact Sterno peak, but the broader late-Holocene PSV instability window captures the tail end.
Geomagnetic state: Sterno-Etrussia (Sterno-Etruria/Solovki) excursion ~2700 BP (~750 BCE, range 2800–2200 BP). Short (200–300 yr), directional anomaly with North Pole wandering to southern latitudes. Recorded in 15+ Northern Hemisphere sites (Barents/White Seas, Eurasia, North America). Linked to low-latitude auroras (Ezekiel’s vision) and solar/cosmic-ray spikes. Intensity low + rapid secular variations.
Megalith correlation: Overlaps late phases of European megalithism and some global outliers (e.g., continued activity in Iberia, British Isles sarsen phase at Stonehenge ~2500 BCE, some Korean/Indian dolmens).
Levantine Iron Age intensity high (~900–800 BCE) is the opposite signature but still extreme variation.
Fit strength: Moderate, many sites pre-date the exact Sterno peak, but the broader late-Holocene PSV instability window captures the tail end.
Gedanken zur Tageslosung für Donnerstag, den 04.06.2026
Losungswort
Der HERR, dein Gott, wird dir Glück geben zu allen Werken deiner Hände.
5. Mose 30,9
Lehrtext
Niemand gehe zu weit und übervorteile seinen Bruder im Handel. Denn der Herr straft dies alles.
Losungswort
Der HERR, dein Gott, wird dir Glück geben zu allen Werken deiner Hände.
5. Mose 30,9
Lehrtext
Niemand gehe zu weit und übervorteile seinen Bruder im Handel. Denn der Herr straft dies alles.
1. Thessalonicher 4,6
Die Losungen der Herrnhuter Brüdergemeine
Gott lässt gelingen
Das heutige Losungswort ist ein prophetischer Zuspruch Gottes an sein Volk Israel. Zuvor hatte Mose den Israeliten Segen und Fluch vorgelegt, je nachdem, ob sie
Die Losungen der Herrnhuter Brüdergemeine
Gott lässt gelingen
Das heutige Losungswort ist ein prophetischer Zuspruch Gottes an sein Volk Israel. Zuvor hatte Mose den Israeliten Segen und Fluch vorgelegt, je nachdem, ob sie
sich an Gottes Gebote halten und ihn suchen oder anderen Göttern nachlaufen. Nun heißt es, dass sie sowohl den Segen, aber auch den Fluch erleben und sogar in alle Länder zerstreut werden. Doch wenn Israel sich Gott erneut zuwendet, wird er sie wieder sammeln
Lukas 7,1-35
Der Glaube des römischen Hauptmanns von Kapernaum • Die Auferweckung eines jungen Mannes in Nain • Die Anfrage des Täufers Johannes • Jesus bestätigt den Auftrag Johannes des Täuferstwr360.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.
🧵 THREAD: Shashank Joshi, a foreign think tank careerist, has a 16-year record of attacking US foreign policy... and now he's lecturing our military leadership on how to take the oath. Why does he still have a work visa?
He's an Indian national who arrived in April and is already the loudest critic of the Pentagon on social media.
The Economist's new Washington Bureau Chief — an Indian national on a visa who just arrived in April — went on a Canadian national security podcast literally titled "The Problem of America" and said this about US military operations:
"They have attacked scores of small boats in the Pacific and the Caribbean. They've killed dozens of people in a campaign that is, by most accounts, quite illegal and contrary to international law."
That's Shashank Joshi, @shashj . Defence editor turned bureau chief. Two months in the country and he's already built a 16-year paper trail calling American power "malevolent," "predatory," and "quite illegal" — while sitting on the advisory board of a UK think tank funded by the European Commission, BAE Systems, and the US State Department.
And he's now lecturing our military leadership on what it means to take the oath.
I have the receipts.
As always, patience as I pull together the thread. 👇
He's an Indian national who arrived in April and is already the loudest critic of the Pentagon on social media.
The Economist's new Washington Bureau Chief — an Indian national on a visa who just arrived in April — went on a Canadian national security podcast literally titled "The Problem of America" and said this about US military operations:
"They have attacked scores of small boats in the Pacific and the Caribbean. They've killed dozens of people in a campaign that is, by most accounts, quite illegal and contrary to international law."
That's Shashank Joshi, @shashj . Defence editor turned bureau chief. Two months in the country and he's already built a 16-year paper trail calling American power "malevolent," "predatory," and "quite illegal" — while sitting on the advisory board of a UK think tank funded by the European Commission, BAE Systems, and the US State Department.
And he's now lecturing our military leadership on what it means to take the oath.
I have the receipts.
As always, patience as I pull together the thread. 👇
Shashank Joshi has been in DC for two months, and is already lecturing our military officials on what their oaths mean… even though his entire record is criticizing the US military.
Who is he, exactly?
Who is he, exactly?
He's an Indian national. Cambridge. Enrolled in a Harvard PhD program... but his public profiles list no doctorate, suggesting he dropped out. Senior Research Fellow at RUSI, the world's oldest defence think tank. Then a stint at the Tony Blair Institute. The Economist hired him as Defence Editor in 2018. Promoted to Washington Bureau Chief, April 2026.
Always interested in @UChicagoLaw programming. Sad that in a Supreme Court term that is so focused on executive power and @TheJusticeDept that the school couldn't find anyone that agrees with the administration to participate. Heck, I would have volunteered for diversity sake!
@UChicagoLaw @TheJusticeDept First up is Professor Strauss. He gave a very one-sided and misleading account of the transgender sports cases. Straight out of NPR. Then pooh-poohed the 8-1 Chiles v. Salazar decision. And ended with Geofence warrants. (Funny, Iowa led amici on 2/3 of those on the other side)
@UChicagoLaw @TheJusticeDept Next up is Professor Baude. He leads odd with the Second Amendment cases. Pretty fair coverage. Good meta point about how the Court should take more of these cases. Next up is executive removal. He also thinks Humphreys Executor is likely terminal. Good prediction!
Spacecoin has signed a $100M exclusive partnership to bring decentralized satellite infrastructure to Vietnam.
We launched real satellites. Now we're adding another national telecom market with our ideal customers.
Here's what we're building, and why Vietnam is a big deal. 🧵
We launched real satellites. Now we're adding another national telecom market with our ideal customers.
Here's what we're building, and why Vietnam is a big deal. 🧵
First, the deal.
Spacecoin signed an exclusive MOU with DETI Technology, a Vietnamese tech company, to deploy decentralized satellite connectivity across Vietnam.
The target: $100M in minimum annual revenue once we reach commercial operation.
Spacecoin signed an exclusive MOU with DETI Technology, a Vietnamese tech company, to deploy decentralized satellite connectivity across Vietnam.
The target: $100M in minimum annual revenue once we reach commercial operation.
It's centered on serving two of Vietnam's largest mobile carriers: Mobifone and Gtel.
For three years from licensing, DETI holds the exclusive rights to develop and distribute this infrastructure in Vietnam.
For three years from licensing, DETI holds the exclusive rights to develop and distribute this infrastructure in Vietnam.
STRC의 배당 구조와 비트코인(BTC) 가격 하락이 맞물릴 경우 발생할 수 있는 하방 스파이럴(Downward Spiral) 리스크 분석은 다음과 같습니다.
1. STRC의 구조적 하방 리스크 (비판의 핵심 메커니즘)피터 쉬프(Peter Schiff) 등 시장 참여자들이 제기하는 리스크의 핵심은 배당 부담 증가와 현금 고갈
1. STRC의 구조적 하방 리스크 (비판의 핵심 메커니즘)피터 쉬프(Peter Schiff) 등 시장 참여자들이 제기하는 리스크의 핵심은 배당 부담 증가와 현금 고갈
의 악순환입니다.
수익률 상승 및 배당 압박: STRC는 액면가($100) 유지를 목표로 하는 상품입니다. 가격이 $94.85 수준으로 하락할 경우 실질 배당 수익률은 12.12%로 상승합니다. 주가를 액면가 수준으로 회복시키기 위해 회사는 배당금을 상향 조정해야 하는 재무적 압박을 받습니다.
수익률 상승 및 배당 압박: STRC는 액면가($100) 유지를 목표로 하는 상품입니다. 가격이 $94.85 수준으로 하락할 경우 실질 배당 수익률은 12.12%로 상승합니다. 주가를 액면가 수준으로 회복시키기 위해 회사는 배당금을 상향 조정해야 하는 재무적 압박을 받습니다.
보유 자산 강제 매각: 높아진 배당금을 지급하기 위해 회사의 현금 보유고가 빠르게 소진되며, 본업의 잉여현금흐름(FCF)으로 이를 감당하지 못할 경우 배당금 재원 마련을 위해 보유 중인 비트코인을 강제로 매각(Liquidation)해야 하는 상황에 직면합니다.
Analicemos críticamente el texto de AMLO sobre Sheinbaum, Trump y Estados Unidos. Aunque funciona como una pieza de cohesión ideológica para su base, el texto presenta importantes debilidades lógicas, históricas y estratégicas que vale la pena desmenuzar.👇
2/5 La contradicción de la "manipulación". AMLO justifica la hostilidad actual de Trump culpando a "asesores fanáticos y parásitos". Eso debilita la propia premisa del liderazgo fuerte de Trump: es poco realista pintar a un líder tan centralizador como un peón inocente de su entorno.
3/5 Memoria selectiva. El texto afirma que en el pasado Trump "se abstuvo de hablar mal de los mexicanos y del muro". El registro hemerográfico dice lo contrario: la retórica fronteriza fue el pilar de sus mítines. AMLO minimiza esto priorizando su experiencia personal sobre los hechos públicos.
오세훈으로 기운 동네 사람으로서 주워들은 얘기들 중에는 야비한 오세훈 표가 꽤 많았음... 어차피 내란심판 상황에서 정원오가 이기겠지만 이재명 정부 정책이 집값 위협하는 건 짜증나니 불만이라도 표하겠다 뭐 그런 논리... 이건 굉장히 순화해서 쓴 거고 당연히 본인들 워딩은 훨씬 천박함...
그러니까 뭐 그런 거지... 민주주의는 없는 사람들이 지켜라 나는 내 집값 지켜야겠다... 51대 49로 정원오가 되는 그런 그림들을 많이들 그렸음... 자기는 오세훈 찍겠지만 2찍소리 듣긴 싫다 이거지
이게 무슨 의미냐고? 사실 이 동네 주택보유자들 입장에서 오세훈이든 정원오든 국힘이든 민주당이든 별 상관이 없음. 죄다 중단 없는 재건축 추진! 이러고 나오는데 누가 되든 뭔 상관임... 시장만 오세훈 찍고 나머지 다 민주당 찍는 사람 부지기수였음 시장선거 자체가 익명 게시판 수준이었던 것..
I connected my Atari 2600 "Light Sixer" to my 1980 Samsung B/W TV using the black box switcher but never could get a signal. 🙁I then struggled for ~30 minutes getting a remote control to work with an old Dynex Flat screen TV I bought from Goodwill a while back. Follow the 🧵👇
I tried contact cleaner thru the switches and toggling them back and forth to no avail. Then, I checked the output of the 50 year old power brick and it was giving about 14 VDC. Perfect! Still when powering on, no signal.
I opened it up. Boy, not much to it!
I imagine there is another PCB under the cartridge box but man, this IS light!
I imagine there is another PCB under the cartridge box but man, this IS light!
People in the 2010s had a chance to show the world they could be mature enough to handle non-heterosexual/nuclear family sexual identities, and they willingly and intentionally chose to be as annoying, immature, and spiteful as possible instead. Blame the people, not the sex!
What does it say all the interesting "gay art" essentially all came before Don't Ask, Don't Tell?
It's not like straight people are coming out with hits, but considering all the propaganda to "normalize" non-straight people you'd think one of them could make something good. I guess not! What was the last gay film, that Billy Eichner "Bros" movie? Great
Ok @profthomlambert here is my full response.
1. As the legislative history makes abundantly clear, Congress expressly enacted the Clayton Act in response to Standard Oil's (primordial) RoR. So it wouldn't make sense for a statute to use the RoR when it was enacted to avoid it.
1. As the legislative history makes abundantly clear, Congress expressly enacted the Clayton Act in response to Standard Oil's (primordial) RoR. So it wouldn't make sense for a statute to use the RoR when it was enacted to avoid it.
2. Contrary to the brief you signed on to, no where does Tampa Electric use the phrase "rule of reason."
You would think "explicitly prescribed" used in your brief would mean SCOTUS specifically said it, but you admit in your tweet "The Court may not have used the magic words"
You would think "explicitly prescribed" used in your brief would mean SCOTUS specifically said it, but you admit in your tweet "The Court may not have used the magic words"
3. Tampa Electric *AFFIRMS* Standard Stations which itself completely refutes a RoR analysis because "such an investigation would be to stultify the force of Congress’ declaration" and "a standard..most ill-suited for ascertainment by courts."
337 U.S. at 310, 313 (1949)
337 U.S. at 310, 313 (1949)
This is only a Day 2 story, so I can't tell what's true yet.
"Feds charge foreign nationals working at the National Institutes of Health with smuggling monkeypox into the United States and lying about it." 1/4
oig.hhs.gov/fraud/enforcem…
"Feds charge foreign nationals working at the National Institutes of Health with smuggling monkeypox into the United States and lying about it." 1/4
oig.hhs.gov/fraud/enforcem…
Vincent J. Munster was one of the co-authors of Ron Fouchier's famous revised 2012 paper, "Airborne Transmission of Influenza A/H5N1 Virus Between Ferrets."
2/4 science.org/doi/10.1126/sc…
2/4 science.org/doi/10.1126/sc…
Fouchier et al should now let the world see the original version of the paper. He had given smart science reporters the impression the H5N1 aerosol-infected ferrets died. In the revised paper he & Munster et al denied that.
We documented this here:
3/4 psandman.com/articles/Fouch…
We documented this here:
3/4 psandman.com/articles/Fouch…
Macro Regime Views 🧵
Quick thread on our macro views and how we’re thinking about playing them.
And ofc some systematic applications
0/13
Quick thread on our macro views and how we’re thinking about playing them.
And ofc some systematic applications
0/13
1/ Steps I will look through
— Fundamentals
— Macro Market Regime
— Regime Expected PnL Profile
If you don’t care about any of these things don’t read the rest
— Fundamentals
— Macro Market Regime
— Regime Expected PnL Profile
If you don’t care about any of these things don’t read the rest
2/ Let’s get into fundamentals.
Starting with fast growth and inflation measures, shown below.
Both running VERY hot.
Starting with fast growth and inflation measures, shown below.
Both running VERY hot.
Why does the Qur’an speak about the Day of Judgment in the past tense?!
Have you ever noticed why in the Qur’an, when Allah talks about the Day of Judgment, Paradise, or Hell, He sometimes uses the past tense? As if it “has already happened,” even though it has not yet happened for us?
In Arabic, this is a known linguistic style used to express certainty. When something is absolutely guaranteed, it is described in the past tense to emphasize that it will definitely happen.
Here's how the current American dream is broken.
Here's how we're going to fix it by example🧵
Here's how we're going to fix it by example🧵
2/
AI magic & hype at it's finest.
Hyperscalers: $320B AI capex.
Capex growing 46% faster than sales.
AI magic & hype at it's finest.
Hyperscalers: $320B AI capex.
Capex growing 46% faster than sales.
3/
Deep tech is convergence.
Multiple disciplines. One product.
Deep tech is convergence.
Multiple disciplines. One product.
I just generated 1,000 high quality articles in ~1 hour for $19.81.
That's 2 cents per article.
Each one is 1,200 - 1,700 words long and includes a custom featured image (auto-generated at zero cost).
Pre-AI this would've cost $40K + 😭
Here's how (and proof of quality):
That's 2 cents per article.
Each one is 1,200 - 1,700 words long and includes a custom featured image (auto-generated at zero cost).
Pre-AI this would've cost $40K + 😭
Here's how (and proof of quality):
I'll start with the proof of quality because I'm sure you're skeptical of my "high quality" claim.
"Quality" is highly subjective, so the only objective way to prove it is by looking at data. In the case of an article, rankings + traffic is the best data available for proof of quality.
(I'm not arguing that poor rankings = low-quality article, I'm simply arguing that high rankings = high-quality article in the eyes of a search engine. There are caveats of course, but in general this is the best way to prove quality.)
My articles are high quality because I've already published hundreds using the exact same system, and my rankings + traffic are consistently improving.
This traffic is also spread across my articles quite evenly, with the top article accounting for less than 4% of traffic.
(regarding the high bounce rate and low views per visit and visit duration, my articles give the answer right away so there's no need for users to stick around).
"Quality" is highly subjective, so the only objective way to prove it is by looking at data. In the case of an article, rankings + traffic is the best data available for proof of quality.
(I'm not arguing that poor rankings = low-quality article, I'm simply arguing that high rankings = high-quality article in the eyes of a search engine. There are caveats of course, but in general this is the best way to prove quality.)
My articles are high quality because I've already published hundreds using the exact same system, and my rankings + traffic are consistently improving.
This traffic is also spread across my articles quite evenly, with the top article accounting for less than 4% of traffic.
(regarding the high bounce rate and low views per visit and visit duration, my articles give the answer right away so there's no need for users to stick around).
Now, on to the "how":
All 1000 articles follow the same format. Think "definition of ___", where each article subject is different, but the layout/structure is virtually the same.
Given the similarity, I was able to set up a single AI workflow with prompts and settings that apply to every article.
I used Publish Owl (publishowl.com) to set this all up. Publish Owl lets you create 100% custom workflows so you can generate any type of article, and it connects to your site so the articles can be published automatically. No need for copying/pasting.
The workflow I created uses gemini-2.5-flash to generate the content. My master prompt is 748 words and details the structure, requirements, and minor things to follow or ignore depending on the keyword. The first part of it is shown in the screenshot.
I also added featured image generation to the workflow, so every article gets a unique featured image. These don't use AI, so the cost is $0. They also aren't "stock photos". Let me explain...
Publish Owl allows you to set up image templates with image and text variables. You can map any image to an image variable, and the title or keyword to the text variable. In my case, my template only includes a text variable that maps to the keyword (with each word capitalized). It also has a background image I created in Canva that's the same for each (just has my brand colors and a few decorative elements).
To see an example of the image template feature in action, take a look at this article: publishowl.com/blog/best-wire…
The featured image is just a yellow background, with a text variable at the top mapped to the article title, and two image variables mapped to the first two product images. The in-article images are also templates simply mapped to the product image (with background removed and drop shadow added).
Image templates are one of the most useful features of Publish Owl vs other AI content tools.
My workflow also includes automatic internal linking. This is another crazy powerful feature in Publish Owl. I gave it my sitemap URL, indexed it, and now Publish Owl can score the relevance between every article already on my site and the newly generated article. It then finds words or phrases that are relevant to an existing article and adds an internal link there to the relevant article. So yes, internal linking is automatically handled (and is actually relevant/useful to the end user) on all 1,000 articles I generated.
Next, I added automatic Table of Contents generation on every article. Not only does it add a TOC after the first paragraph (you can customize the location btw), it's also collapsible even when pushed to WordPress!
Lastly, I connected the workflow to my site, and enabled scheduling so that each article is automatically scheduled to publish one hour apart. At 24/day, my 1,000 articles will all finally be published in mid-July. I opted for consistent publishing over time rather than a one-time content dump since Bing/DDG seem to prefer this in my tests.
All 1000 articles follow the same format. Think "definition of ___", where each article subject is different, but the layout/structure is virtually the same.
Given the similarity, I was able to set up a single AI workflow with prompts and settings that apply to every article.
I used Publish Owl (publishowl.com) to set this all up. Publish Owl lets you create 100% custom workflows so you can generate any type of article, and it connects to your site so the articles can be published automatically. No need for copying/pasting.
The workflow I created uses gemini-2.5-flash to generate the content. My master prompt is 748 words and details the structure, requirements, and minor things to follow or ignore depending on the keyword. The first part of it is shown in the screenshot.
I also added featured image generation to the workflow, so every article gets a unique featured image. These don't use AI, so the cost is $0. They also aren't "stock photos". Let me explain...
Publish Owl allows you to set up image templates with image and text variables. You can map any image to an image variable, and the title or keyword to the text variable. In my case, my template only includes a text variable that maps to the keyword (with each word capitalized). It also has a background image I created in Canva that's the same for each (just has my brand colors and a few decorative elements).
To see an example of the image template feature in action, take a look at this article: publishowl.com/blog/best-wire…
The featured image is just a yellow background, with a text variable at the top mapped to the article title, and two image variables mapped to the first two product images. The in-article images are also templates simply mapped to the product image (with background removed and drop shadow added).
Image templates are one of the most useful features of Publish Owl vs other AI content tools.
My workflow also includes automatic internal linking. This is another crazy powerful feature in Publish Owl. I gave it my sitemap URL, indexed it, and now Publish Owl can score the relevance between every article already on my site and the newly generated article. It then finds words or phrases that are relevant to an existing article and adds an internal link there to the relevant article. So yes, internal linking is automatically handled (and is actually relevant/useful to the end user) on all 1,000 articles I generated.
Next, I added automatic Table of Contents generation on every article. Not only does it add a TOC after the first paragraph (you can customize the location btw), it's also collapsible even when pushed to WordPress!
Lastly, I connected the workflow to my site, and enabled scheduling so that each article is automatically scheduled to publish one hour apart. At 24/day, my 1,000 articles will all finally be published in mid-July. I opted for consistent publishing over time rather than a one-time content dump since Bing/DDG seem to prefer this in my tests.
The federal government just banned bison from public land in Montana.
Not cattle.
Bison.
Interior Secretary Burgum revoked grazing permits for 950 bison
on 63,000 acres of federal land in northeastern Montana.
The reason?
Bison raised for conservation don't count as livestock
under a 1934 law.
Bison raised for meat and milk? Fine.
Bison raised to restore a native species to its native land? Get out.
Meanwhile, cattle ranchers across the West keep grazing on your land.
For $1.69 a month.
One cow. One calf. Thirty days. $1.69.
On land that belongs to every American.
The Cheyenne River Sioux. The Coalition of Large Tribes —
50+ Native nations. Defenders of Wildlife.
They all filed formal protests.
They called it exactly what it is.
"DEI for cows."
The bison have until September 30 to be gone.
Who decided cattle belong on public land more than bison do?
#DemsUnited
Not cattle.
Bison.
Interior Secretary Burgum revoked grazing permits for 950 bison
on 63,000 acres of federal land in northeastern Montana.
The reason?
Bison raised for conservation don't count as livestock
under a 1934 law.
Bison raised for meat and milk? Fine.
Bison raised to restore a native species to its native land? Get out.
Meanwhile, cattle ranchers across the West keep grazing on your land.
For $1.69 a month.
One cow. One calf. Thirty days. $1.69.
On land that belongs to every American.
The Cheyenne River Sioux. The Coalition of Large Tribes —
50+ Native nations. Defenders of Wildlife.
They all filed formal protests.
They called it exactly what it is.
"DEI for cows."
The bison have until September 30 to be gone.
Who decided cattle belong on public land more than bison do?
#DemsUnited
→ Inside Climate News broke down exactly how Burgum rewrote a
90-year-old law to make it happen — and what it could mean
for tribal herds next:
insideclimatenews.org/news/15052026/…
90-year-old law to make it happen — and what it could mean
for tribal herds next:
insideclimatenews.org/news/15052026/…
→ Native News Online has the tribal response — and the warning
from 50+ nations about what comes next if this stands:
nativenewsonline.net/sovereignty/am…
from 50+ nations about what comes next if this stands:
nativenewsonline.net/sovereignty/am…
You're not here accidentally. Allah wants you to recite these 5 du'as every morning before you start your day.
Your rizq is already written.
These du'as open the path to it.
Your rizq is already written.
These du'as open the path to it.
Say these every morning - before you touch your phone, before the noise, before the day begins.
Starting your day with Allah changes how everything else in the day falls into place.
Starting your day with Allah changes how everything else in the day falls into place.
1. Du’a for Barakah in Everything You Do
اللهم بارك لنا فيما رزقتنا وقنا عذاب النار
Allāhumma bārik lanā fīmā razaqtanā, wa qinā ‘adhāban-nār
“O Allah, bless us in what You have provided for us, and protect us from the punishment of the Fire.”
اللهم بارك لنا فيما رزقتنا وقنا عذاب النار
Allāhumma bārik lanā fīmā razaqtanā, wa qinā ‘adhāban-nār
“O Allah, bless us in what You have provided for us, and protect us from the punishment of the Fire.”
I've seen his source code. It's worst than AI slop.
His degenerate company, @beamable, violates @USEEOC and disregards ADA law. He's also kosher with retaliation and workplace harassment if you bring anything up. He's also in favor of SLAPP law-fare.
His degenerate company, @beamable, violates @USEEOC and disregards ADA law. He's also kosher with retaliation and workplace harassment if you bring anything up. He's also in favor of SLAPP law-fare.
Naturally every claim made here is backed with evidence that is admissible in any court as corroborating evidence to my claims against @beamable and the tort damages imposed onto me by their lawless behavior and conduct last year in 2025 that ended on Rosh Hashana.
@Beamable I was hired to make their game services private cloud architecture multi-region and the Nigerian H-1B they hired first to do the task corrupted their $1M+ infra state that brought me to invent this piece of software to save their butts in a 3 days. github.com/andreimerlescu…