Most recent unrolls from @ThreadReaderApp

#Altbausanierung #CampSierra
Wer schonmal eine Altbaudecke renoviert hat, kennt den Schmerz. Risse kommen wieder durch, beim Steichen blättern alte Anstriche ab, die Decke ist uneben...
Nehmt Renoviervlies, aber Achtung, nehmt wirklich dieses dünne (45g/m²) ca. 35€ für 50m²
1/x

https://twitter.com/sk_bright17/status/2034646422012789245

Der Kleister wird lt. Packungsangabe angerührt, haltet Euch an die Reifezeit, und mit einer kurzflorigen Rolle in Bahnbreite (1m) direkt auf die Decke aufgetragen.
Ihr könnt, nein ihr solltet, die Bahnen überlappend kleben!
2/x

Häh? Überlappend? Sieht doch Scheiße aus!
Nein, der Trick heißt Doppelschnitt.
Mit einem scharfen Cutter schneidet ihr auf der Überlappung in einer Wellenlinie durch beide Lagen, entfernt beide Abschnitte und rollt noch mal mit der Leimrolle drüber.
3/x

Como persona que lleva 20 años dedicándose al DENIM, aquí os pongo lo mejor que se puede comprar, al menos, en mi opinión como profesional.

https://twitter.com/VRAXC0/status/2034576977210785998

Si duda, el tejano con mejor relación calidad-precio del mercado.
Slim Selvedge de Uniqlo por 50€.
Tejido japonés, comfort. No soy muy fan de las 12oz, demasiado ligero, pero tiene una coloración preciosa y envejece realmente bien si lo sabes lavar.

Modelo Ride Virgin Starlight de DENHAM. Tejido japonés de Kaihara, hilo a tono, 13oz.
Las versiones lavadas no me encantan, pero la versión en bruto por 169€ me parece un pantalonazo que te dura para toda la vida.

Bolton on NATO support in the Iran war: If you want a coalition to help you in a war, you form it before the war starts.

Trump made no effort to build a coalition with NATO allies, and European leaders are tired of being criticized by him after repeated attacks on the alliance1/

Bolton: European leaders saying Iran is not our war is a very dangerous way to put it.

It invites Trump to respond in the same way and say Ukraine is not our war, while the campaign targets the instruments of Iranian power as the regime loses leaders and begins to fracture. 2/

Q: Was Trump unaware Iran could strike neighbors or close Strait of Hormuz?

Bolton: I know for fact he was aware of those potentials, I raised regime change several times.

Each time there was a list of consequences, including closing the strait and attacks on Gulf oil sites. 3X

Silver Market Snapshot Report

Date: March 18, 2026
Focus: COMEX silver vaults, delivery activity, and what it means for physical stackers

Silver was hit hard on screen, with price falling to around $70.56, down roughly 6.37% intraday on the chart shown. But underneath that paper weakness, the physical side tells a more important story:

COMEX registered silver was unchanged

Eligible silver fell by 2,817,057.88 oz

Total COMEX silver stocks fell by 2,817,057.88 oz

The biggest visible drawdowns came from JP Morgan and StoneX

March silver deliveries remain substantial relative to current registered stocks

Bottom line:

This does not look like abundance.
It looks like paper pressure on price while physical metal continues leaving the system.

1) COMEX silver vault data
Daily vault change

From the CME metal depository statistics shown:

Total Registered: 78,903,367.869 oz

Total Eligible: 256,172,267.235 oz

Combined Total: 335,075,635.104 oz

Daily change:

Registered: no change

Eligible: -2,817,057.88 oz

Combined total: -2,817,057.88 oz

That is the key signal of the day.

Why that matters

Registered metal is the category most directly associated with metal available to meet futures delivery obligations. Eligible metal is still in the system, but it is not automatically for sale or deliverable unless its owner chooses to convert it.

So when:

registered stays flat

while eligible keeps leaving

…it suggests that silver is not rushing into the “ready-to-deliver” pool. In other words, the exchange is not becoming more comfortable from a physical standpoint.

2) Where the silver left from

The major visible withdrawals in the report came from:

JP Morgan Chase Bank NA

Eligible withdrawal: 1,611,910.200 oz

No registered increase to offset that outflow

StoneX Precious Metals LLC

Eligible withdrawal: 1,185,217.240 oz

Again, no registered increase to offset it

HSBC

Smaller eligible withdrawal:
19,930.440 oz

Interpretation

This is important because the draw was concentrated in large, known depositories rather than being just random tiny movements. That makes the outflow more meaningful.

1/5 As Hungary approaches the April 2026 elections, Orbán faces a severe political test.

His failed rule has actively aligned Budapest with Moscow, obstructed European support for Ukraine, and prioritized Russian energy over Western unity, thereby ruining Hungary's potential

2/5 The economic reality of this geopolitical positioning is stark.

Hungary's GDP growth stagnated at just 0.4% in 2025.

It has completely decoupled from regional growth trends, falling drastically behind the expanding economies of neighboring Poland and Romania

3/5 This economic stagnation is tied directly to structural state capture.

Transparency International recently ranked Hungary at 40 out of 100 on its Corruption Perceptions Index.

It remains the lowest-scoring and most corrupt member state in the European Union. Pathetic!

[thread]

I want to dedicate this thread to a woman whose data visualisation helped save countless lives: Florence Nightingale

I don't know which is worse

Trump Devotion Syndrome
or
Trump Derangement Syndrome

I often wonder is it a binary choice?
Is there a 3rd syndrome?

Florence Nightingale of course

scientificamerican.com/article/how-fl…

The fuller report at:

scribd.com/document/35789…

I am reading the transcript of the Joe Kent & Tucker Carlson interview. I will thread the insights: 🧵

(If you like this type of commentary, do not follow this account. Secretly hover over my posts and don't like or repost them. Don't mention $KHC.

1) Joe Kent: "I think we still could have back channeled to the Iranians and said, “Hey, if something happens here in the next couple of days, it’s not us. We’re still serious about negotiations. And we don’t want to escalate this.”

#traitor

2) Joe Kent: "And if you look at the effect of the economic sanctions, that’s what got the Iranian people on the streets actually protesting against the Ayatollah’s government, which is extensively what we would like."

JAVIER MILEI PRODAL ARGENTINU ZA FOTKU S TRUMPEM
1/10
Argentina se pod Mileim dostává stále více pod vliv USA a odevzdává svou národní suverenitu. Země se mění v laboratoř anarchokapitalismu a podřizuje se geopolitickým zájmům Washingtonu na úkor vlastního hospodářství. ⬇️

2/10 Milei ve Washingtonu na elitní Radě míru v euforii zpíval hity Elvise s V. Orbánem a D. Trump si je natáčel na iPhone. Doma ale desítky tisíc vývařoven nedostaly měsíce jídlo a ve vládních skladech hnilo přes 5 tisíc tun základních potravin.⬇️

3/10 Ekonomická data ukazují deindustrializaci v přímém přenosu. Argentinská průmyslová produkce zaznamenala mezi lety 2023 a 2025 propad o drtivých 7,9 %. Jde o druhý nejstrmější pád průmyslového sektoru na planetě. ⬇️

Watchman—Hear the Words of the LORD! 🧵

Proverbs 8:34
Blessed is the man that heareth Me, watching daily at My gates, waiting at the posts of My doors.

Isaiah 52:7-15
How beautiful upon the mountains are the feet of him that bringeth good tidings, that publisheth peace; that bringeth good tidings of good, that publisheth salvation; that saith unto Zion, Thy God reigneth!

[8] Thy watchmen shall lift up the voice; with the voice together shall they sing: for they shall see eye to eye, when the LORD shall bring again Zion.

🧵 #HelmsBurton 🇨🇺🇺🇸
Every major US law on Cuba exists because of something specific the Castro tyranny did. This thread breaks down the actions, the laws they produced, and exactly what it takes by law to end the embargo. Because most people arguing about this have no idea what the law actually says.​​​​​​​​​​​​​​​​ ⬇️

2/10 1959.. The Castro tyranny seizes American-owned oil refineries, sugar mills, hotels, telephone companies and manufacturing plants. No compensation. International law is clear. When you nationalize foreign property you owe compensation. The Foreign Claims Settlement Commission certified thousands of claims from US nationals. Not a cent was ever paid.

US response: The embargo. Executive order by Kennedy, 1962.

The Communist tyranny begins executing people by firing squad, jailing dissidents, banning political opposition and blocking the UN from investigating abuses on the island. Hundreds of thousands flee. Cuba Archive, which requires two independent sources per name, has documented over 10,700 deaths and disappearances attributed to the tyranny.

US response: The Cuban Adjustment Act of 1966. Cuban nationals in the US could obtain lawful permanent residency on an expedited basis. No other group received this. Because no other group was fleeing that disaster.

In my last thread I asked: what happened to gold the last time leveraged funds dumped it during a geopolitical crisis?

Here is the answer.

February 2022. Russia invades Ukraine. Energy prices spike. Inflation runs to 9%. The Fed starts hiking aggressively.

Gold initially jumps to $2,070 on fear. Then sells off for seven straight months. By October 2022 it is at $1,620. A 22% drop from peak.

Sound familiar?

The mechanism was identical to what you are watching today.

Geopolitical shock. Energy spike. Inflation reignites. Rate cut hopes die. Opportunity cost of holding gold rises. Leveraged funds exit. Gold falls even though the crisis that started the rally is still active.

The asset gets sold. The problem does not go away.

#Hungary’s April 2026 election may become one of the most consequential political contests in Europe this year - not only for Hungary, but for the EU and Ukraine.

In my new @iep_berlin #Wahlmonitor paper, I outline five scenarios Europe should be prepared for. 🧵

2.
The key point: these are not simply five different election outcomes.
They are five distinct political trajectories with very different implications for Hungarian democracy, EU decision-making, and relations with Ukraine.
iep-berlin.de/site/assets/fi…

3.
The five scenarios are—ranked by plausibility:
1) Opposition victory with a stable mandate to govern
2) Opposition victory with a parliamentary stalemate
3) The EU’s first rigged election
4) Constitutional coup d’état
5) Fidesz victory in free elections

Back in September @tparsi and I wrote a piece predicting that unless the U.S. could get more distance from Israel's foreign policy agenda, we would be sucked into much greater military committments in the Middle East.

Unfortunately looks prescient now (🧵)

We predicted then that Israel would pull the U.S. into a vastly expanded conflict with Iran.

We also made the point that in historically in the Middle East tactical military victories have not led to lasting peace, but often to continuing war.

I'll admit I didn't predict that the mess we'd get dragged into would be so big that Trump would be asking for $200 billion more in emergency spending within weeks of the war breaking out, on top of an already proposed $500 billion increase in Pentagon spending.

1/ It's very hard to win a war with a strategy that is built on bullshit. This was one of the key lessons of World War II, thanks to the approach taken by Adolf Hitler, who launched the war in Europe. Here are some of the lessons from Hitler's Great European Bullshit War. ⬇️

2/ Harry Frankfurt's famous essay "On Bullshit" draws a crucial distinction that is useful to consider here. A liar knows the truth and deliberately inverts it. A bullshitter is entirely indifferent to truth – what matters is the effect produced and the audience managed.

3/ It mustn't be forgotten that Hitler's rise to power was based on bullshit. His Dolchstoßlegende — the stab-in-the-back myth, blaming Germany's WWI defeat on Jews and socialists rather than military failure – was entirely invented, an early example of the Big Lie technique.

El Imperio español sostuvo durante siglos un sistema global bajo constante presión frente a sus enemigos. Para ello, desarrollaría mecanismos como la Armada de Barlovento, un eficaz recurso estratégico para proteger las rutas, territorios y riquezas de América. Y merece un hilo:

El problema era claro: el Caribe y el golfo de Méjico eran un punto bastante vulnerable del sistema. Porque por ahí circulaban las riquezas que conectaban América con España. Y por ahí, a pesar de su baja eficacia, atacaban piratas, corsarios y las múltiples potencias enemigas.

Y es que la Carrera de Indias articulaba un tráfico inmenso. No hablamos de expediciones aisladas, sino de cientos y miles de navíos a lo largo de los siglos. Se trataba de un sistema económico de escala mundial que exigía protección constante ante los ávidos amigos de lo ajeno.

BrowseComp-Plus, perhaps the hardest popular deep research task, is now solved at nearly 90%...
... and all it took was a 150M model ✨
Thrilled to announce that Reason-ModernColBERT did it again and outperform all models (including models 54× bigger) on all metrics

Model:
If you are not familiar with the model, it is a multi-vector model built at @LightOnIO optimized for reasoning-intensive retrieval, outperforming model 45x bigger on the BRIGHT benchmark

And now, it does it again, for agentic search/deep research huggingface.co/lightonai/Reas…

Coupled to GPT-5, it reaches 87.59 accuracy, a 7.59 points improvement over previous best
But that's not all, it also tops recall (83.52% vs. 80.29%) AND calibration error (7.46 vs. 7.92) all at the same time (previous bests on each metric belonged to different runs)

It took me 7 years to learn this about women.

I’ll teach you in 4 minutes.

A savage thread:

1. No woman is worth fighting another man for.

You catch her with another guy, and your first instinct is to throw hands? Stop.

She made the choice. She opened the door.

Don’t embarrass yourself fighting over someone who chose someone else.
You’re not her father, bodyguard, or emotional security.

If other men disrespect her, that’s her problem to deal with.

If it’s serious, call the police—not your fists.

Because if you die defending her "honor", she’ll wear black for a few days, then move on with the next guy who doesn’t risk his life for her.

Let that sink in.

@_Che_Phi_ @MOInsoumis #Sénatoriales. Les grands électeurs sont composés à 95 % par les conseillers municipaux ; ils sont au total 160 000 à élire les sénateurs. Les petites communes sont surreprésentées, ce qui a plutôt tendance à favoriser la droite.
publicsenat.fr/actualites/non…

L’élection sénatoriale a la particularité d’être une élection au « suffrage universel indirect ».

Ce n’est donc pas l’ensemble des Français inscrits sur les listes électorales qui élisent les sénateurs, mais « des grands électeurs ». Ils sont au total de 162 000.

Pour le scrutin du 27 septembre 2020 sur la série 2, soit la moitié ½ des sièges du sénat, on compte environ 87 000 grands électeurs.

🔸Vote obligatoire
Selon l’article 24 de la Constitution, le Sénat « assure la représentation des collectivités territoriales ».

I just trained a 5B param model on Apple's Neural Engine.

On a MacBook Pro.

Forward. Backward. Adam optimizer.

Then I checked to see how far it would go.

Technically got to 30B.

Before today, the largest validated ANE training was ~600M params.

We just almost 10x'd that.

Apple's Neural Engine has no training API. No SDK. No documentation. It was built for Siri and photo filters.

ANE + Rust + Training. Nobody has combined all three.

maderix cracked the private APIs. The ane crate gave us Rust FFI. I built the training engine on top.

Breaking the Colonial Frame at the United Nations: A Thread

1/ A report now formally lodged within the UN system @UN, submitted to the UN Secretary General António Guterres @antonioguterres by the Chinese non-profit International Probono Legal Services Association (IPLSA) based in Hong Kong, China, with Liberation Scotland and several partners, reframes Scotland not as a “region” of the UK, but as a case of decolonisation. Scotland is an English colony.

IPLSA has Special Consultative Status at the United Nations Economic and Social Council (ECOSOC). The significance of its support for Scotland is tremendous, notably geopolitically. Former colonised people recognise other colonised people.

This is legal positioning not commentary.🧵

2/ This document has crossed a decisive threshold:

-Circulated at the UN Human Rights Council (61st session)
-Received by the UN Secretary-General
-Entered into official UN procedures

The whole world can read it online on the official United Nations website.

Scotland has been inserted into the architecture of international law.

3/ For decades, one narrative dominated:

“Scotland freely chose and continues to choose the Union”. It's a colonial lie created by the English colonial state.

This report fractures that narrative at its core. Scotland did not enter into a "voluntary union" and is a "decency" i.e. an English colony.

How to be attractive as a man:

1. Get a haircut every 2 weeks.

2. Lift weights at least 4x per week.

A strong body instantly changes how people see you.

3. Fix your posture.

Stand straight.
Walk with confidence.