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Every bank is putting out year-end notes right now, but one thing is obvious in all of them:
2025 wasn’t a “market.”
It was a Power-Law demonstration.
A handful of AI-levered names carried everything while the rest of the market wandered around in denial.
2025 wasn’t a “market.”
It was a Power-Law demonstration.
A handful of AI-levered names carried everything while the rest of the market wandered around in denial.
Semis + hardware (the infrastructure layer) massively outperformed software — not because “software is dead,” but because AI was still in the infrastructure phase of the S-curve.
The right part of the stack captured almost all the value.
This is exactly how every technological epoch begins.
The right part of the stack captured almost all the value.
This is exactly how every technological epoch begins.
Meanwhile:
any stock perceived as an AI loser became uninvestable — regardless of valuation.
ADBE, ACN, DUOL, FDS, IT… didn’t matter.
Narrative gravity crushed fundamentals.
This is Jevons Paradox meets Power-Law: when a new technology rises, the old cost structures implode faster than investors expect.
any stock perceived as an AI loser became uninvestable — regardless of valuation.
ADBE, ACN, DUOL, FDS, IT… didn’t matter.
Narrative gravity crushed fundamentals.
This is Jevons Paradox meets Power-Law: when a new technology rises, the old cost structures implode faster than investors expect.
Wow, Chris Lasch 's description of this "new class" plaguing society PERFECTLY mirror's Veblen Thorstein's "Leisure Class" from 1922!
They're not Marx & Engles' "bourgeoise" or "petit-bourgeoise". A different emergent phenomenon entirely.
wow
(h/t: x.com/Con_Tomlinson/…) x.com/s7ephen/status…
They're not Marx & Engles' "bourgeoise" or "petit-bourgeoise". A different emergent phenomenon entirely.
wow
(h/t: x.com/Con_Tomlinson/…) x.com/s7ephen/status…
The even scarier thing is how much Chris Lasch's description of the "international nature" of this new class is the manifestation of H.G. Wells' "Open Conspiracy".
It is scary how much his plan has rolled out successfully
It is scary how much his plan has rolled out successfully
If H.G. Wells' "The Open Conspiracy" was the plan, then Chris Lasch's writing is the follow-up report on its success.
Amazing....yet sad.
Amazing....yet sad.
@realakkamara @AlphaNews @MNThinkTank @JonJustice Yes.
Legacy media still insist that the total number of Minnesotans of Somali heritage is 80,000, a figure that hasn’t changed in years.
Anyone’s lived experience is that that population has tripled, or more.
mncompass.org/topics/demogra…
Legacy media still insist that the total number of Minnesotans of Somali heritage is 80,000, a figure that hasn’t changed in years.
Anyone’s lived experience is that that population has tripled, or more.
mncompass.org/topics/demogra…
@realakkamara @AlphaNews @MNThinkTank @JonJustice @threadreaderapp please unroll
@thauserkstp @SFVet2024 @DeRushaJ @ChadHartmanShow How many people of Somali heritage live in Minnesota?
Based on anyone’s lived experience, the true number is at least three times any ‘official’ figure from any level of government or legacy media.
Otherwise, per transgender logic, so few people cannot be “essential.”
Based on anyone’s lived experience, the true number is at least three times any ‘official’ figure from any level of government or legacy media.
Otherwise, per transgender logic, so few people cannot be “essential.”
@thauserkstp @SFVet2024 @DeRushaJ @ChadHartmanShow mncompass.org/topics/demogra…
@thauserkstp @SFVet2024 @DeRushaJ @ChadHartmanShow See para 3 here. minnpost.com/community-voic…
I don’t understand why @TwinCitiesDSA etc. haven’t sought to organize, strategically, community opposition to @ICEgov.
(Yes, video is NYC)
Well-meaning individuals have zero lasting effect.
Non-violent peaceful group protests would be more effective.
1/
(Yes, video is NYC)
Well-meaning individuals have zero lasting effect.
Non-violent peaceful group protests would be more effective.
1/
Make large letters on large signs
S H A M E
Stash sets in various areas
Peacefully protest ICE enforcement actions by shouting:
Shame !
Bullhorns can help.
Shame !
Poorly organized, individual actions have zero effect.
Shame !
will help destroy ICE morale.
2/2
S H A M E
Stash sets in various areas
Peacefully protest ICE enforcement actions by shouting:
Shame !
Bullhorns can help.
Shame !
Poorly organized, individual actions have zero effect.
Shame !
will help destroy ICE morale.
2/2
@threadreaderapp please unroll
Why did Jesus use bread and wine for the Last Supper
During the Last Supper, Jesus chose bread and wine as central elements of the meal for several profound reasons, deeply rooted in Jewish tradition and symbolism.
During the Last Supper, Jesus chose bread and wine as central elements of the meal for several profound reasons, deeply rooted in Jewish tradition and symbolism.
Cultural and Historical Context
Bread and Wine as Staples
In the context of first-century Judea, bread and wine were staple foods, integral to the daily diet of the people. Bread, made from wheat, and wine, derived from grapes,
Bread and Wine as Staples
In the context of first-century Judea, bread and wine were staple foods, integral to the daily diet of the people. Bread, made from wheat, and wine, derived from grapes,
were not only common but also symbolized sustenance and life. They were familiar elements that conveyed nourishment and hospitality, making them suitable for the significant ritual Jesus was establishing
1/ 🧵BREAKING (if true):
J.P. Morgan reportedly moved its entire gold trading desk from New York to Singapore last Thursday – quietly, no press release.
If this is accurate, it’s not “just another relocation”.
It smells like an escape. 👇
youtube.com/live/8iP49X71j…
J.P. Morgan reportedly moved its entire gold trading desk from New York to Singapore last Thursday – quietly, no press release.
If this is accurate, it’s not “just another relocation”.
It smells like an escape. 👇
youtube.com/live/8iP49X71j…
2/ According to the leaked internal e-mail Bill Still cites:
“Relocate all COMEX-eligible gold operators to Asia-Pacific by end of week.”
50+ traders and their families were allegedly told to be in Singapore within days.
You don’t do that for “business as usual”.
“Relocate all COMEX-eligible gold operators to Asia-Pacific by end of week.”
50+ traders and their families were allegedly told to be in Singapore within days.
You don’t do that for “business as usual”.
3/ Why now? A few datapoints from the same report:
• Gold trading at $4,256/oz, up $54 today.
• J.P. Morgan has already delivered $4B in physical bullion against NY futures this month alone.
Paper is being converted into metal. Fast.
• Gold trading at $4,256/oz, up $54 today.
• J.P. Morgan has already delivered $4B in physical bullion against NY futures this month alone.
Paper is being converted into metal. Fast.
@RonFilipkowski 1).
On May 2, 2014, 42 people died in a fire at the Odessa of Trade Unions House. Pootin’s disinformation portrays the incident as an illustration of the alleged genocide of the Russian people in Ukraine,
On May 2, 2014, 42 people died in a fire at the Odessa of Trade Unions House. Pootin’s disinformation portrays the incident as an illustration of the alleged genocide of the Russian people in Ukraine,
@RonFilipkowski 2).
as well as one of the justifications for a full-scale Russian invasion of Ukraine in 2022. [1]. In addition, Kremlin propaganda almost immediately began to compare this tragedy to the German crime in the Belarusian Khatyn (Хатын) [2] during World War II [3] [4].
as well as one of the justifications for a full-scale Russian invasion of Ukraine in 2022. [1]. In addition, Kremlin propaganda almost immediately began to compare this tragedy to the German crime in the Belarusian Khatyn (Хатын) [2] during World War II [3] [4].
Alberta secessionists are in a bind. Alberta doing what it wants regardless of federal law are conditions that can be taken up by B.C. as well. If they decide they don't want a pipeline, then so be it.
There is no path to America — Trump has declared they don't need or want Canadian oil and their own production substantiates it. The path to prosperity that Alberta demands lies in sales to Asia and it will only manifest under the aegis of the Canadian federation.
"Log rolling" is how political scientists have always described the process of managing federal/provincial affairs. It implies the primacy of mutual support to achieve individual objectives.
Let’s walk through how the kill chain works for all military targets from the tactical, operational, and strategic levels of warfare, a thread: 🧵
First concept: Positive Identification (PID)
PID is a reasonable certainty that what you’re looking at is a legitimate military target under the Laws of Armed Conflict (LOAC) and the Rules of Engagement (ROE).
No PID = no shot or not clear to engage. Full stop.
PID is a reasonable certainty that what you’re looking at is a legitimate military target under the Laws of Armed Conflict (LOAC) and the Rules of Engagement (ROE).
No PID = no shot or not clear to engage. Full stop.
PID can come from:
- Visual ID (eyes/optics/UAS feed)
- Sensors (radar, IR, SIGINT)
- Intel correlation (we know Enemy Boat X should be here, now)
- Behavior (hostile act or obvious hostile intent)
But “looks sketchy” does not equal PID.
- Visual ID (eyes/optics/UAS feed)
- Sensors (radar, IR, SIGINT)
- Intel correlation (we know Enemy Boat X should be here, now)
- Behavior (hostile act or obvious hostile intent)
But “looks sketchy” does not equal PID.
@minttjulep @Hopella420 @MissSassbox Look hyperlexia up. If a child can read & write "with no instruction" in the manner shown in the video, then he likely has an eidetic memory, aka a photographic memory which would also explain why he is drawing the words as you would see them in advertisements. My kids learned...
@minttjulep @Hopella420 @MissSassbox ...to read as babies, but they were taught using the shapes of normal words, recognition of the first part of the words comes with learning hundreds of words & the sounds they make. Learning the second parts of the words is pretty much the same. First they learn words with...
@minttjulep @Hopella420 @MissSassbox ...pictures or actions, then they learn words without pictures or actions. It's easier to teach babies than it is toddlers.
Remember Aduhelm? It was Biogen’s $56,000/year Alzheimer’s drug that didn’t even work.
Worse, it caused brain swelling, brain bleeding, and sudden falls in patients—and the FDA approved it anyway.
But the truth is, you don’t need deep pockets to treat Alzheimer’s. You just need to look at what Big Pharma can’t monetize.
This report exposes the real causes behind Alzheimer’s—and the cheap treatment options you should explore instead.
🧵 THREAD
Worse, it caused brain swelling, brain bleeding, and sudden falls in patients—and the FDA approved it anyway.
But the truth is, you don’t need deep pockets to treat Alzheimer’s. You just need to look at what Big Pharma can’t monetize.
This report exposes the real causes behind Alzheimer’s—and the cheap treatment options you should explore instead.
🧵 THREAD
The information in this thread comes from the work of medical researcher @MidwesternDoc. For all the sources and details, read the full report below.
midwesterndoctor.com/p/why-isnt-the…
midwesterndoctor.com/p/why-isnt-the…
Modern medicine is addicted to the biochemical model of disease because it creates a pipeline for expensive, patentable drugs, and it often leaves patients and their families in the dark, rather than empowered and in control.
It’s not about finding root causes. It’s about finding something you can bill for.
That’s why the industry has spent decades treating Alzheimer’s like a “chemical imbalance” in the brain caused by amyloid plaques—even though hundreds of trials targeting amyloid have failed.
The more the theory collapsed, the harder the system doubled down. Just like cholesterol and heart disease, the medical machine kept pushing the failed model long after it broke.
It’s not about finding root causes. It’s about finding something you can bill for.
That’s why the industry has spent decades treating Alzheimer’s like a “chemical imbalance” in the brain caused by amyloid plaques—even though hundreds of trials targeting amyloid have failed.
The more the theory collapsed, the harder the system doubled down. Just like cholesterol and heart disease, the medical machine kept pushing the failed model long after it broke.
