Oren Barsky ๐ŸŽ—๏ธ Profile picture
The truth is very straightforward, thereโ€™s no room for confusion. #InvestInIsrael ๐Ÿ‡ฎ๐Ÿ‡ฑ ืคื™ื“ ื”ืฉืงืขื•ืช ื‘ืขื‘ืจื™ืช: @BarskyInvest
9 subscribers
Mar 23 โ€ข 7 tweets โ€ข 10 min read
Alright, ready for this?

Hereโ€™s a quick thread with highlights from The 7 October Parliamentary Commission Reportโ€”also known as The Roberts Report.

Itโ€™s the most comprehensive document published to date on the events of October 7, 2023, detailing thousands of incidents from that day.

The report was compiled by a commission led by Lord Andrew Roberts of Belgraviaโ€”a historian and member of the UK House of Lords.

Its members included Lords, Barons, and MPs from across the British political spectrum.

โ€œWe added nothing that wasnโ€™t proven. The horror needs no exaggeration.โ€

- Lord Roberts, Chair of the Commission

In this thread, Iโ€™ll share key excerpts from the report, divided into a few categories:

๐Ÿ”น The numbers behind the barbaric attack

๐Ÿ”น Selected quotes from Hamas terrorists during the assaultโ€”taken from Hamasโ€™s own materials: GoPro footage, audio recordings, live streams, and social media posts

๐Ÿ”น Some of the most extreme atrocities committed that day

๐Ÿ”น Powerful testimony from survivors

No drama. No exaggeration. Just the facts.

Letโ€™s start with the numbers:
๐Ÿ‘‡Image The Numbers Behind the October 7 Attack โ€“ According to The Roberts Report

๐Ÿ“ Infiltration & Assault

โ€ข Approx. 3,800 Hamas fighters from the elite Nukhba unit crossed into Israel

โ€ข Another 2,200 armed militants from other Palestinian factions joined the attack

โ€ข 119 breaches were made in the border fence

โ€ข 32 rural communities and 3 cities were attacked

โ€ข 15 IDF military bases came under assault

๐Ÿ“ Casualties & Victims

โ€ข 1,182 people were killed

โ€ข Over 4,000 injured

โ€ข 251 hostages taken โ€“ including 210 living and 41 bodies

โ€ข 863 civilians killed โ€“ nearly 73% of the total

โ€ข 319 security personnel killed โ€“ approx. 27%

โ€ข Among the dead: 316 women and children

โ€ข 49% of the living hostages were women and children

โ€ข Victims included citizens from 44 different countries

๐Ÿ“ Rocket Fire

โ€ข 3,873 rockets launched on October 7 alone

โ€ข 987 more rockets fired in the following days

These arenโ€™t just numbers. Theyโ€™re the outline of one of the deadliest terror attacks in modern history.

Lets move to some quotes and recordings cited in the reportโ€”raw, direct, and impossible to ignore.

๐Ÿ‘‡Image
Sep 29, 2024 โ€ข 4 tweets โ€ข 2 min read
This is incredible!

The prophecy given to Nasrallah just a few days before his elimination:

โ€œWrite your will.โ€

โ€œThe Iranians betrayed you.โ€

A chilling and precise message that predicted everything.

And who was the one speaking?

Mohammad Ali Al-Husseini, a Shiite cleric from Lebanon, who has known Nasrallah since their youth and for years has been one of the strongest critics of what Nasrallah and the Iranians have done to Lebanon. I highly recommend you watch more interviews with this man, who, in a very calm and intelligent manner, analyzes whatโ€™s really happening in Lebanon and the region.

This is the truth that so many people need to hear.

Aug 27, 2024 โ€ข 7 tweets โ€ข 2 min read
5 Most Common Lies of the Palestinians: ๐Ÿงต

1. 76 Years of Occupation

The Truth: Until 1967, they were Jordanians (West Bank) and Egyptians (Gaza Strip), and since 2005, Israel has not been present in Gaza.

Additionally, since the Oslo Accords in 1993, Israel has not been present in Palestinian autonomous areas, where the Palestinians have been managing their own affairs with full autonomy, holding their own citizenship and passports.

Over this period, the Palestinians have repeatedly refused comprehensive peace agreements that would have granted them full and total control over all the territories they claim. 2. 17 Years of Blockade on Gaza:

The Truth: In 2007, Hamas took control of the Gaza Strip and unilaterally canceled all trade agreements with Israel and Egypt.

Despite this, Israel has continued to allow the passage of goods and people into and out of Gaza throughout this period.

Gaza also has a border with Egypt through which people can enter and exit.
May 18, 2024 โ€ข 25 tweets โ€ข 9 min read
The Big Palestinian Lies: A Thread ๐Ÿงต

Alright, it's time to set the record straight and once and for all compile all the Palestinian lies into one thread.

Of course, I am referring to the big, foundational lies, not every single lie, as that would be an impossible task given their sheer number and the fact that new lies are created every day.

Therefore, this time we'll focus on the essential lies that form the basis of historical and contemporary claims.

And at the end of the thread, a special bonus: documentation of lies dating back to 1929.

But let's not get ahead of ourselves.

Let's start with the first and perhaps the biggest lie of all: the very existence of a "Palestinian" people.๐Ÿ‘‡ As many of you already know, unlike other ancient peoples in the region such as the Syrians, Bedouins, Druze, Circassians, Samaritans, Lebanese, Egyptians, and of course the Jewish people,

whose cultural roots can clearly be traced back to ancient kingdoms and civilizations, there has never been a Palestinian people, a Palestinian tribe, or a Palestinian culture.

This truth is well-known and recognized throughout the Arab world, and it is also one of the reasons why the Arab world has abandoned the Palestinians and does not lift a finger to help them.
Mar 2, 2024 โ€ข 4 tweets โ€ข 6 min read
The Palestinians and the Nazis.

Following my post on the first Palestinian leader - the Mufti Haj Amin al-Husseini, who was a Nazi war criminal, it's time to delve deeper into the close and warm relationship between the Arabs and the Nazi party.

For those who haven't followed or are less familiar with the history of the Mufti, I recommend reading the original post (which you'll find in the next comment).

I'll just mention that he was a notorious antisemite involved in every major event where Jews were murdered during his years of activity.

This includes all the major terror events that took place in the Mandatory Land of Israel, the Farhud in Iraq, and, of course, an official role in the Nazi extermination machinery with intentions to import it to Israel.

As mentioned, He held a special affection for the Nazis.

Already in 1933, when the Nazis seized power in Germany, the Mufti and representatives of the Arab community in Mandatory Land of Israel were among the first to show up in the office of Heinrich Wolff, the German representative in Jerusalem, seeking to convey through him greetings and blessings to Hitler and the Nazi party.

The Mufti, along with his brother Jamal, were enthusiastic admirers of Hitler and the Nazi ideology. They made efforts to distribute Hitler's book, ืณMein Kampfืณ among the Arabs throughout the Middle East.

They organized demonstrations in support of the Nazis and openly called for the murder of Jews. They even went further by establishing Al-Futuwwa, a youth movement inspired by the Hitler Youth movement in Germany. This movement operated in the Mandatory Land of Israel and Iraq.

They also began to exert diplomatic pressure on the Nazis to prevent Jews from leaving Germany.

His peak came in 1941 when he finally arrived in Germany and was received with great honor among the Nazi party leaders. He quickly and unprecedentedly secured a working meeting with Hitler. (An official and documented meeting, many researchers argue that there were many more meetings)

For comparison, Adolf Eichmann, a senior figure in the Nazi extermination machine with whom the Mufti developed a close relationship, never had the opportunity for a personal working meeting with Hitler.

In addition to Hitler, the Mufti also became very close with Himmler, the SS commander.

Himmler and Hitler greatly valued Muslim religious zeal and were fascinated by the concept of Jihad warriors - religious zealots prepared to sacrifice their lives. Soldiers whose spiritual transcendence and dedication to battle stemmed from deep-rooted religious beliefs.

Himmler expressed his envy by noting that he wished the SS troops possessed such religious zeal.

Standing before the Nazis, the Mufti claimed to represent all Arabs and Muslims from the Middle East that eagerly anticipated the arrival of the Nazis to the region (a possibility that seemed very likely at the time due to their advancements towards Russia and the Caucasus, and from the south to El Alamein).

He, of course, promised them full cooperation in the purification and extermination of all Jews, with the location already chosen for the establishment of extermination camps funded by Germany.

The Nazis, impressed by the Mufti's passion and his identification with Nazi ideology, still saw him as Arab and inferior. Therefore, they sought a way to "whiten" him and sent him for a medical examination, which declared that his blood must also carry Aryan lineage; otherwise, there was no other explanation for his deep identification with Nazi ideology.

Years later, when the Mufti's personal secretary was asked how the Arab conducted himself among all the Nazis, he replied: "as if he was one of them."

After the "approval" from the doctor, the Mufti received from Hitler the โ€˜Honorary Aryanโ€™ title and was assigned several official roles.

Among these was the operation of a Nazi propaganda radio station in Arabic, broadcasting to Muslims worldwide.He was responsible for recruiting Muslims into the Waffen-SS units in the Balkans and the Caucasus.

For his service, he received a generous salary, an office with a secretary and a driver, and a compound of several buildings to accommodate him and his entourage.

There is no official statement or declaration on the matter, but many researchers believe that the Mufti played a decisive role in Hitler's decision to exterminate the Jews of Germany or, at the very least, to extend the extermination plan to North Africa.

Haj Amin also lobbied extensively among various European leaderships, exerting all his power and influence to prevent the rescue and escape of Jews, such as blocking the escape of 900 Jewish children from Hungary.

This serves to teach that, just like today, the political issue is merely a facade for a different, broader, and deeper ideology regarding some Arabs' attitudes towards Jews.

Simultaneously, he began to sow the seeds of ethnic cleansing of Jews from Arab countries, as expressed in his statement from November 1943:

"It is the duty of the Mohammedans [Muslims] in general and the Arabs in particular...to expel all the Jews from Arab and Mohammedan countries... Germany is also fighting against the common enemy who oppressed Arabs and Mohammedans in their different countries. It has clearly identified the Jews for who they are and decided to find a final solution..."

Throughout his years of activity, the Mufti's rhetoric was entirely Nazi. He blamed the Jews for causing the war, spoke of their desire to take over the world, and called for their annihilation and destruction.

After the war, he was declared a Nazi war criminal and was on the list of accused at the Nuremberg Trials, yet he managed to escape and evade prosecution.

Although some claim he acted independently and on his own accord, it's important to note that he arrived with a large entourage, which included other Arab figures and leaders such as Hassan Salameh, one of the leaders of the Arab Revolt.

Moreover, opinion polls from 1941 showed that 88% of the Arabs in Mandatory Land of Israel supported the Nazis, compared to only 9% who supported the British.

Therefore, Palestinian attempts to obscure Hussein's actions are feeble and become even more contemptible when considering the overwhelming evidence and historical records that highlight his collaboration with the Nazis.

This includes the broad support he received from Arabs in the Middle East and the Mandatory Land of Israel, further underscoring the extent of his involvement and the support for Nazi ideologies within these communities.Graffiti on the walls of Jerusalem in the 1930s
al-Husseini and Himmler
al-Husseini and Muslim soldiers who enlisted in the Nazi ranks
al-Husseini saluting with a raised hand during an official visit to the 13th Waffen Mountain Division of the SS, accompanied by senior commanders. November 1943.
Here is the original post about the Mufti

Feb 10, 2024 โ€ข 7 tweets โ€ข 2 min read
There is no famine in Gaza.

There might be hungry people who are not receiving supplies from Hamas.

But there is no food shortage

So many bots
Dec 27, 2023 โ€ข 5 tweets โ€ข 3 min read
A truth that no Palestinian will ever admit:

In 1948, during the Declaration of Independence of the state of Israel, David Ben-Gurion extended an invitation to the Arab inhabitants of the region.

He appealed for peace and coexistence, urging them to remain in their homes and become active, equal contributors to the development of Israel.

Most did not take his advice, opting instead to follow the Arab leaders' suggestion to temporarily leave their homes during the conflicts.

They believed the conquest of the Jews would be swift and that, following the destruction of the young State of Israel, the entire territory would be theirs.

Sadly for them, they met with bitter failure

Of course, the Arab leaders ignored the Arabs who fled, leaving them in refugee status without assisting them in finding a permanent solution.

In contrast, the Arabs who stayed now hold Israel's blue identity card.

As equal Israeli citizens, they constitute 20% of Israel's population today and enjoy all the benefits that the State of Israel offers. (As detailed in the post I will share in the first comment.)

And the Palestinians?

They envy the Israeli Arabs.

Not one Palestinian wouldn't swap their Palestinian Authority's green identity card for Israel's blue one.

(I can already predict that their comments will say the exact opposite, but we Israelis, Jews, Christians, and Arabs - know the truth.)Image
Dec 26, 2023 โ€ข 4 tweets โ€ข 2 min read
The Palestinians need to decide.

Either they are currently executing in broad daylight one of the greatest identity thefts in human history, as their propaganda attempts to turn Jesus into a Palestinian,

or they genuinely believe this, implicitly acknowledging that Palestine was originally Jewish territory.

(In the image: The real Jesus)Image For those less familiar: When Jesus was born, between one million and one and a half million people lived in the land of Israel - the overwhelming majority of them were Jews, and the minorities included Pagans, Samaritans, as well as Hellenistic Greeks, and Romans.
Dec 23, 2023 โ€ข 4 tweets โ€ข 7 min read
All Jews have ever wanted is to stop apologizing for their very existence and for their neighbors not to try to annihilate them at every opportunity they get.

For the past 2,000 years, since their exile from their homeland by the Romans, this has been the enduring reality faced by the Jewish people.

Roughly 140 years ago, several Jews convened and resolved that it was time to stop apologizing and seek a small haven on the globe. A place where they could unite and live as a nation, free from threats.

The natural place for them was that very place where their religion was founded, where their nation was established.

The same place where their sacred sites are located, where Jewish communities have lived for thousands of years. The same place toward which they turn every time they pray.

Their aspirations were very modest, all they wanted was a national home.

In 1917, Chaim Weizmann, a key figure in the Zionist movement and later the first President of Israel, leveraged his talents, connections, and significant contributions to Britain to obtain a declaration from Lord Balfour.

This declaration acknowledged the Jews' right to establish a national home in the Land of Israel. Later, this declaration became an integral part of the mandate document that the British received from the League of Nations.

Shortly thereafter, Chaim Weizmann met with Prince Faisal, who would later be crowned King of Iraq, while his brother Abdullah became King of Jordan.

In the renowned Faisal-Weizmann Agreement, Prince Faisal supported the Balfour Declaration and encouraged further Jewish immigration to the area. In return, Weizmann committed to aiding the Arabs in their national ambition to establish the Greater Syrian Kingdom.

During this time, the Jewish community remained uninterested in and refrained from pursuing an independent state.

Immediately after the agreement was established, both of them traveled to the Paris Peace Conference in 1919.

This is what Prince Faisal wrote in anticipation of the conference:

"We Arabs, look with the deepest sympathy on the Zionist movement, and Weizmann has greatly helped us in achieving our objectives. I hope that the Arabs will soon be in a position to repay the Jews for their kindness. The Zionist movement is not an imperialist movement" - Prince Faisal, 1919

At the conference, they discovered they were mere bystanders in a much larger play, realizing that the Sykes-Picot Agreement had predetermined their fate without consulting them.

Subsequently, all plans for joint living were abandoned, primarily by the Arabs, outraged by the British breach of their promise to establish Greater Syria, as pledged in the McMahon-Hussein letters.

They renounced the Faisal-Weizmann Agreement and vented their anger at the British and French and against the Jews.

This led to the Nebi Musa riots in 1920 and the 1929 riots, which I have detailed in previous posts and will share again in the comments.

The peak was the Great Arab Revolt of 1936, which was a major uprising against British rule and Jewish communities, resulting in thousands of deaths and significantly influencing the region's future.

During this period, the Jews' sole political aspiration remained the upholding of the Balfour Declaration.

The first time a concrete idea for an independent Jewish state was brought up was during the discussions of the Peel Commission, established by the British in response to the Arab Revolt, to determine the future of the mandate.

I reaffirm my commitment to dedicate a separate post to this remarkable and significant commission, which interviewed hundreds of witnesses and experts, reviewed thousands of documents, and produced a 400-page report.

I have uploaded the full report of the committee to the knowledge base of Conflict Insight GPT. I will leave a link in the comments, and you are welcome to explore and ask the chat questions about the agreement.

Yet, in our current discussion, it's essential to highlight the committee's conclusion about the Jewish fate:

The future of the Jews cannot be left in the hands of the Arabs.

(Let that sink)

Following the publication of the Peel Commission's recommendations, the Arab Revolt resumed with full force and was finally suppressed only in 1939.

After the revolt, World War II began, prompting the British to momentarily postpone plans to exit the Middle East, aiming to maintain their interests and ensure a smooth passage to India.

Simultaneously, they issued the MacDonald White Paper, a significant policy shift that effectively nullified the Balfour Declaration and halted Jewish immigration, while turning a blind eye to the massive, unofficial immigration of Arab clans from neighboring countries.

(as later testified by Winston Churchill and Franklin D. Roosevelt, I have expanded on this topic in one of my earlier posts.)

At this point, it became clear to the Jewish community that they could not rely on the Arabs for their continued existence, nor on the British.

Thus, establishing their own independent and sovereign entity was the only way to ensure their survival.

After WWII, the British requested to terminate their mandate, which led to the UNSCOP Committee and its partition plan (a topic I've also discussed more extensively in previous writings).

With the release of the partition plan, it became unequivocally clear to the Jewish leaders that if they didn't declare the State of Israel immediately when possible, the existence of a Jewish nation in the world would be at risk.

Against the backdrop of the Holocaust's trauma, David Ben-Gurion's bold decision paved the way for the Declaration of Independence, marking the beginning of Israel's journey.

Since that decisive moment, the State of Israel has almost constantly been in a struggle to preserve its existence.

Throughout the years, attempts to destroy the State of Israel have consistently failed.

Despite these threats, Israel emerges stronger after each conflict.

Some neighboring nations have accepted this reality, recognizing Israel and forging peace treaties (e.g., Egypt, Jordan, and potentially soon Saudi Arabia).

Others, like Syria and Lebanon, continue to deny Israel but lack the strength to pose a real threat. The remaining opposition comes from terrorist groups like #Hezbollah and #Hamas, backed by #Iran and #Qatar, persistently challenging Israel's security.

Today, Israel stands as one of the world's foremost military powers and a technological leader, far exceeding many older and larger nations, especially when compared to the offerings of neighboring Arab states.

So, after 2000 years, the Jews, who never intended this from the start, ultimately established their own state.

And now, they no longer apologize for their existence, though there are still some neighbors trying to harm them at every chance they get.

They, too, will learn in the end.Image
Image
Image
Image
As I promised in the post, the documentation of the 1929 Riots:

Dec 18, 2023 โ€ข 7 tweets โ€ข 2 min read
Who else was Palestinian? Image I think I read about it somewhere...๐Ÿค” Image
Dec 4, 2023 โ€ข 20 tweets โ€ข 7 min read
The #IsraeliPalestinianConflict:
(Part II)

Are the #Palestinians the original inhabitants and did Jews only arrive around 1948 as many believe?

Did the British disrupt good neighborly relations and openly favor the Jews?

Here are the answers to these questions and more:
๐Ÿ‘‡๐Ÿ‘‡๐Ÿ‘‡ Image The previous section ended with the start of the British Mandate, a historic first for Mandatory Palestine, now a distinct entity with unique borders.

Missed it? Here's the link to Part โ… 


Already read? Let's continue unpacking this intriguing history.
Nov 19, 2023 โ€ข 25 tweets โ€ข 8 min read
The #IsraeliPalestinianConflict:

How did it all begin?

And how did we reach the point where we are today?

๐Ÿ‘‡๐Ÿ‘‡( Part โ… ) Photograph: Menahem Kahana/AFP/Getty Images Jewish and Arab communities, along with Christians and other ethnic Muslim groups, coexisted in the region for centuries.

While this long-term presence is notable, the mid-19th century saw a significant increase in the number of Jewish and Arab settlers arriving in the area Image
Nov 6, 2023 โ€ข 18 tweets โ€ข 5 min read
#IsraelPalestineConflict 101 ๐Ÿ‡ต๐Ÿ‡ธ๐Ÿ‡ฎ๐Ÿ‡ฑ
A carefully curated selection of threads that cut through the noise to differentiate myths from facts and illuminate the truths.

Invest just a few minutes of reading for a deeper understanding.

Don't settle for mere soundbites.

Start here ๐Ÿ‘‡ Image 1. If by any chance you've missed this thread, it's the most crucial one:

Nov 5, 2023 โ€ข 7 tweets โ€ข 2 min read
Did you know?

The Palestinian refugee camps within the Gaza Strip are some of the most longstanding in the world, having reached the 75-year mark.

There are no more refugee encampments worldwide that can claim such longevity.

(This is Gaza BTW ๐Ÿ“ท) Image Come to think of it...It's particularly strange considering these camps reside in a territory governed by Palestinians, unlike those of other peoples, usually situated in countries that serve as hosts.
Nov 3, 2023 โ€ข 15 tweets โ€ข 4 min read
Did you know?

In 2005, #Israel withdrew from #Gaza.

It wasืณnt an easy decision and many Israelis were against it, mainly for security reasons, but the decision was made democratically and Israel evacuated all civilian settlements and military posts outside of the Gaza Strip.> Image After the withdrawal, the Americans pushed for democratic elections so that the Palestinians could choose their own government.

Israel was against, thinking democratic values can't be imposed on a population whose cultural roots are based on other values.

The Americans insisted
Oct 31, 2023 โ€ข 19 tweets โ€ข 5 min read
The "Nakba".

Israel allegedly expelled 700,000 Palestinians from their homes in 1948

The number itself seems highly exaggerated & not close to portraying the reality of that time. But beyond that, it's a very manipulative argument in several ways: Image Before addressing it, itโ€™s important to emphasize that we're talking about events that occurred in 1948 in a region that was very undeveloped, in a chaotic state of war between militias and residents. Many things likely happened without anyone knowing exactly what took place. Image
Oct 29, 2023 โ€ข 17 tweets โ€ข 5 min read
My ๐Ÿงตon debunking myths about Israel's territorial evolution has attracted significant attention and sparked numerous discussions.

I'll address key recurring issues here and continue to update as more arise.

If you're new to the subject, start w/ ๐Ÿงต
I'll start by saying to everyone who's been posting old coins & maps labeled 'Palestine' as if it proves anything:

Youโ€™re all a bunch of morons.

I won't stoop to that level of ignorance. It's embarrassing.

Now, let's focus on more substantial arguments:
Sep 6, 2023 โ€ข 21 tweets โ€ข 6 min read
ืื•ืงื™,
ืื– ื”ื‘ื˜ื—ืชื™ ืœื›ื ืฉืจืฉื•ืจ ืขืœ ื”ืื™ื ื“ืงืก ืฉืœ ืฉื™ืœืจ, ืžื” ื”ื™ื ื‘ื“ื™ื•ืง ื”ืžืชื•ื“ื•ืœื•ื’ื™ื” ื•ืื™ืš ื”ื•ื ืžืฆืœื™ื— ืœื ืฆื— ืืช ื”- S&P 500 ืžื™ื“ื™ ืฉื ื” ื›ืžืขื˜, ื•ื›ืžื•ื‘ืŸ ืื™ืš ืืคืฉืจ ืœื”ืฉืงื™ืข ื‘ื–ื”.

ืื– ื”ื ื” ื”ืฉืจืฉื•ืจ๐Ÿ‘‡๐Ÿ‘‡๐Ÿ‘‡ ื ืชื—ื™ืœ ืขื ื™ื™ืฉื•ืจ ืงื• ืงืฆืจ ืœื’ื‘ื™ ืžื™ ื–ื” ืฉื™ืœืจ ืœื˜ื•ื‘ืช ืžื™ ืฉืคื—ื•ืช ืžื›ื™ืจ:

ืคืจื•ืคืณ ืจื•ื‘ืจื˜ ืฉื™ืœืจ ื”ื•ื ื›ืœื›ืœืŸ ืืžืจื™ืงืื™ ืฉืขื•ืกืง ื‘ื›ืœื›ืœื” ืคื™ื ื ืกื™ืช, ื–ื•ื›ื” ืคืจืก ื ื•ื‘ืœ ื•ืžื™ ืฉื ื—ืฉื‘ ืœืื—ื“ ืžื”ืื ืฉื™ื ื”ื›ื™ ืžืฉืคื™ืขื™ื ื‘ืฉื•ื•ืงื™ื ื‘ืขืฉื•ืจื™ื ื”ืื—ืจื•ื ื™ื.
ืื—ืช ื”ืชืจื•ืžื•ืช ื”ืžืจื›ื–ื™ื•ืช ืฉืœื• ื”ื™ื ืคื™ืชื•ื— ืžื“ื“ ื”-CAPE (Cyclically Adjusted Price Earnings).
> Image
Aug 13, 2023 โ€ข 7 tweets โ€ข 3 min read
ืื•ืงื™,
ื—ื™ื™ื‘ ืœื›ื ื”ืกื‘ืจ ืขืœ ื”ืคืขืจ ื‘ื™ืŸ ื”ืงืจื ื•ืช.
ื”ื™ื• ื‘ื•ื“ื“ื™ื ืฉืขืœื• ืขืœ ื”ืชืฉื•ื‘ื” (ืœืžืจื•ืช ืฉื”ืจื•ื‘ ืœื ื”ื™ื• ื‘ื›ื™ื•ื•ืŸ)

ืื– ืžื” ื’ืจื ืœืคืขืจ ื”ืชืฉื•ืื•ืช ื‘ื™ืŸ ืฉืชื™ ืงืจื ื•ืช ืžื—ืงื•ืช ืฉืœื ืงืฉื•ืจ ืœื ื™ื”ื•ืœ ื”ื”ืฉืงืขื•ืช, ืขืœื•ื™ื•ืช, ื“ืžื™ ื ื™ื”ื•ืœ ื•ื›ืœ ืžื” ืฉืงืฉื•ืจ ืœืžื ื”ืœื™ ื”ืงืจืŸ ืขืฆืžื?

ื”ื ื” ื”ื”ืกื‘ืจ:
๐Ÿ‘‡ ื›ืœ ื”ื”ื‘ื“ืœ ื‘ื™ืŸ ื”ืชืฉื•ืืช ื ื˜ื• ืœืžืฉืงื™ืข ืžืงื•ืจื• ื‘ื’ืจืฃ ื”ื–ื” ืฉืžืจืื” ืืช ืžื“ื“ ื”ืžื—ื™ืจื™ื ืœืฆืจื›ืŸ (ืงืจื™, ืื™ื ืคืœืฆื™ื”) ื•ืฉืขืจ ื”ืฉืงืœ/ื“ื•ืœืจ

ื›ืคื™ ืฉื ื™ืชืŸ ืœืจืื•ืช, ืœืื•ืจืš ื–ืžืŸ ื”ืื™ื ืคืœืฆื™ื” ื”ื™ื ื—ื™ื•ื‘ื™ืช, ื•ืื™ืœื• ื”ืฉื™ื ื•ื™ ื‘ืฉืขืจื™ ื”ืžื˜ื‘ืข ื”ื•ื ื‘ืขืœ ืชื•ื—ืœืช ืืคืก. (ื›ืืŸ ื–ื” ื’ืจืฃ 3 ืฉื ื™ื ืื‘ืœ ื–ื” ื ื›ื•ืŸ ื’ื ืœ- 20 ืฉื ื”)

ืื™ืš ื–ื” ืงืฉื•ืจ ืืชื ืฉื•ืืœื™ื?
>> Image
Jun 27, 2023 โ€ข 33 tweets โ€ข 8 min read
ื˜ื•ื‘, ื”ื’ื™ืข ื”ื–ืžืŸ ืœืขืฉื•ืช ืกื“ืจ ื•ืœื”ื›ืจื™ืข ื‘ืฉืืœื” ืžื”ื™ ื”ื“ืจืš ื”ื™ืขื™ืœื” ื‘ื™ื•ืชืจ ืขื‘ื•ืจ ื”ืžืฉืงื™ืข ื”ื™ืฉืจืืœื™ ืœื”ื™ื—ืฉืฃ ืœืžื“ื“ ื”- S&P 500 ื‘ื˜ื•ื•ื— ื”ืืจื•ืš (ื‘ื“ื’ืฉ ืขืœ ื”ื™ืฉืจืืœื™ ื•ื˜ืดื).

ืื—ืจื™ ืฉื ื ืชื— ืืช ื›ืœ ื”ืื•ืคืฆื™ื•ืช ื ื’ื™ืข ืื•ืœื™ ืœืžืกืงื ื” ืฉื”ืชืฉื•ื‘ื” ื‘ืžืงื•ื ืื—ืจ ื‘ื›ืœืœ....

ืื‘ืœ ื›ื“ื™ ืœื”ื’ื™ืข ืœืฉื ืฆืจื™ืš ืœื”ืชื—ื™ืœ:

(ืžื’ื”) ืฉืจืฉื•ืจ
๐Ÿ‘‡ ื”ืขืจื”: ืื ื™ ืœื ื ื›ื ืก ืœืฉืืœื” ื”ืื ื–ื” ื ื›ื•ืŸ ืœื”ืฉืงื™ืข ื‘ืžื“ื“ - (ื–ื” ื“ื™ื•ืŸ ืื—ืจ ื•ื›ืชื‘ืชื™ ืขืœื™ื• ื›ื‘ืจ ืžื–ืžืŸ: )

ืืœื ืจืง ื‘ืฉืืœื” ืžื” ืขื“ื™ืฃ ืื ื›ืŸ.

ืžื“ื“ ื”ื™ื™ื—ื•ืก ืฉืœื ื• ื™ื”ื™ื” S&P 500 - Net Total Return Index -
ืฉื–ื” ืžื“ื“ ื”- S&P 500 ืขื ื”ืฉืงืขื” ืžื—ื“ืฉ ืฉืœ ื”ื“ื™ื‘ืณ.

ืชืฉื•ืื” ื‘ืจื•ื˜ื• 5 ืฉื ื™ื ืื—ื•ืจื”: 74.25%
>> https://t.co/MndmNZBQM2bit.ly/3XunPCD
Dec 26, 2022 โ€ข 25 tweets โ€ข 8 min read
ื”ืื ืื ื• ืœืงืจืืช ื˜ืจื ืกืคื•ืจืžืฆื™ื” ืžืฉืžืขื•ืชื™ืช ื‘ืขื•ืœื ื”ื”ืฉืงืขื•ืช?

ื‘ืคืจืง ื”ื—ื“ืฉ ื‘ืคื•ื“ืงืกื˜ The Memo ืฉืœ ื”ืžืฉืงื™ืข ื”ืื’ื“ื™ @HowardMarksBook
ื”ื•ื ืžื“ื‘ืจ ืขืœ ืฉื ื™ ืฉื™ื ื•ื™ื™ื ื˜ืงื˜ื•ื ื™ื ืฉื—ื•ื•ื” ื‘ืžื”ืœืš ื”ืงืจื™ื™ืจื” ืฉืœื• ืฉืฉื™ื ื• ืืช ื”ื“ืจืš ื‘ื” ืžืฉืงื™ืขื™ื ืคื•ืขืœื™ื.
ื•ื›ืขืช, ื”ื•ื ืžืขืœื” ืืช ื”ื˜ื™ืขื•ืŸ ืžื“ื•ืข ืœื“ืขืชื• ืื ื• ื‘ืคืชื—ื• ืฉืœ ื”ืฉื™ื ื•ื™ ื”ืฉืœื™ืฉื™.

ืฉืจืฉื•ืจ:
๐Ÿ‘‡ Image 1/
ืžืจืงืก ืคื•ืชื— ืขื ื”ื‘ื™ื˜ื•ื™ SEA CHANGE - ื”ืžืชืืจ ืžืฆื‘ ืฉืœ ืฉื™ื ื•ื™ ืขืžื•ืง, ื˜ืจื ืกืคื•ืจืžืฆื™ื”.

ืžืฉื ื”ื•ื ืžืžืฉื™ืš ืœืชืืจ ืืช ื”ืฉื™ื ื•ื™ื™ื ื”ืจื‘ื™ื ืฉื—ื•ื•ื” ื‘ืžื”ืœืš 53 ืฉื ื•ืช ืงืจื™ื™ืจื” ื•ื›ืžื” ืžื”ื ื‘ืืžืช ืขื ื• ืœื”ื’ื“ืจื” ืฉืœ sea change.

ื›ืคื™ ืฉืืชื ื™ื›ื•ืœื™ื ืœืชืืจ,
ื”ื•ื ืขื‘ืจ ื›ืžื” ืกื™ื™ืงืœื™ื, ืœื ืžืขื˜ ืžืื ื™ื•ืช ื•ื“ื™ืคืจืกื™ื•ืช, ื‘ื•ืขื•ืช ื•ืงืจื™ืกื•ืช.
>> Image