@FinanceLancelot The Iranians have 15 armor brigades and an estimated 50 mechanized and light infantry brigades.
The 82nd better bring a lot of ammo and all of the A10s
The recession we're avoiding is making the next crash WORSE 🧵
Here's the uncomfortable truth:
Recessions aren't bugs in the economic system - they're features. They serve a critical cleansing function that we've been artificially suppressing for over a decade.
The bill is coming due. 💸
Think of recessions like forest fires 🔥
In nature, small fires clear out dead brush and prevent massive wildfires.
In economics, mild recessions clear out:
• Zombie companies surviving on cheap debt
• Overleveraged consumers living beyond their means
• Speculative investments divorced from reality
• Malinvestment in unproductive assets
We've been suppressing these "small fires" since 2008 🚫
Central banks keep printing money.
Politicians keep spending.
Every time the economy tries to naturally correct, we flood it with liquidity and stimulus.
We've created a 15-year cycle of artificial life support.
From a Kondratieff perspective, we're in the winter phase of the 4th wave ❄️
This is when creative destruction should accelerate, clearing out old inefficiencies to make room for the 5th wave (likely AI/biotech/energy).
Instead, we're propping up the zombie remnants of Web 2.0 and financialized everything.
The socioeconomic forces are building pressure 🌋
Society believes the myth that recessions can be eliminated through monetary policy.
This creates a moral hazard:
• Companies borrow recklessly (they'll get bailed out)
• Consumers over-leverage (rates will stay low forever)
• Investors chase yield in garbage assets (Fed put protects them)
Schumpeter's creative destruction is being perverted 🔄
Instead of letting failing businesses die and resources flow to innovative newcomers, we're keeping inefficient incumbents alive.
This blocks the very innovation that drives long-term prosperity.
The cycles are all misaligned:
• 3-5yr Kitchin cycles artificially extended
• 7-11-year Juglar cycles distorted by zero rates
• 15-25 year Kuznets swings creating massive asset bubbles
• 75-100yr Kondratieff transition being delayed
What happens when you postpone a recession? 📈📉
You don't eliminate it - you guarantee the next one will be:
• Deeper (more bad debt to clear)
• Longer (more structural problems to fix)
• More painful (bigger bubbles to pop)
Look at the setup:
🏠 Housing bubble 2.0
💰 Everything bubbles in stocks/bonds
🏢 Commercial real estate crisis brewing
💳 Consumer debt at record highs
🏛️ Government debt unsustainable
Politicians and central bankers think they're heroes 🦸♂️
"We prevented a recession!" they say.
What they did was turn a necessary 6-month cleansing into a future multi-year depression.
They traded short-term political comfort for long-term economic catastrophe.
The longer we delay, the worse it gets ⏰
Every day of artificial stimulus is another day of:
• More debt accumulation
• More zombie company survival
• More asset price inflation
• More resource misallocation
History is clear: You can postpone the reckoning, but you can't cancel it 📚
The 1929 crash followed a decade of "new era" thinking.
Japan's lost decades were a result of bubble economy policies.
We're repeating the same mistakes with bigger numbers.
The healthy recession we needed in 2020 has become the depression we'll get in 202X.
Nature always collects its debts.
With interest. 🔥
ok fine here's how i lost 35 pounds
was i obese? no bc i stopped myself before i went completely off the rails
this is gonna be a long one so i'll start with the TL;DR
- realized i was fat; had to buy new clothes bc mine didn't fit
- didn't want to be fat; made a plan to not be fat
- used basic math to predict goal weight date
- caloric deficit = weight loss
- ate 1400 calories a day (800 in deficit)
- eliminated all empty calories; replaced with nothing
- walked 2-3 miles daily
- 20-min weight lifting sessions 3x/week
- reached goal weight in 4 months; 3 days shy of what the math predicted
- went from 150-115 (size 29-24)
- went from fat (literally according to BMI) to the strongest i've ever been
so, how did i do it, exactly?
for starters, and to negate any of the "but but but" crowd, i'd like to point out how critical it is for a deficit to eliminate empty calories without replacing them with something else—no matter how "healthy" you think that thing is
example: replacing Dr. Pepper with a protein shake will not leave you in a deficit—in fact, you'll likely gain weight (if it's more calorie dense)
second, addressing your set point: depending on the number of calories you're currently eating per day, the elimination of enough calories to get you into a deficit may be more difficult—your body will "fight back" bc it wants to get back to that set point
ergo, the higher your set point is, and the longer you've been there, will likely correlate to how difficult it is for you to eliminate without replacing
a reminder that this is not easy, but it is very simple
what this actually looked like for me:
- no alcohol whatsoever
- no sodas (-300+ calories/day)
- no candies or sweets (no processed sugars at all)
> quick aside on this one: i was drinking a venti Starbucks breve latte every single morning which contained SIX pumps of whatever that sugar substance they use is. i cut out the sugar and kept the latte—this removed over 100 calories a day, alone (that's 700 calories per week just for skipping sugar coffee!)
i didn't really change anything else about my diet at all—ate lots of protein, but tbh that's pretty much all that's left when you cut out processed sugars
however bc i'm lazy and find calorie counting to be soooo boring—i signed up for Hello Fresh for the last 2 months of this journey
you choose the meals you want online, they tell you exactly how many calories are in each meal, the ingredients come pre-packaged into individual daily kits—you literally just have to cook them
this is also helpful bc you know exactly how many calories are entering your house. assuming you don't bring shit in besides what's in your budget, you did it
moved my body way more—walked 2-3 miles daily, started doing some light weight lifting exercises. these accounted for approx 1000 extra burned calories/week
note here: 3500 calories = 1 lb of fat
it's wild how much exercise and movement it takes to make up for eating 3500 calories
if i could offer 2 pieces of advice it would be:
1. the sooner you can recognize you are fat and change the trend, the easier it’s going to be for you to not be fat. the fatter you are for longer, the harder its going to be bc your brain desperately wants to go back to that set point
2. find the EASIEST way for you to ELIMINATE without REPLACING
2 great ways to do that, that i used:
a) just find something in your diet you could go without and eliminate it—for me that was sugary drinks
b) restrict WHEN you can eat
i did OMAD (one meal a day) and that helped a lot as it was very difficult to overeat and i could actually feel VERY full. my "eating window" worked best between 2-5pm. i could eat a 1,000 cal dinner AND a 400 cal snack before bed (if that was all i ate) and it just was not that bad
find your “not that bad”
your future self will thank you
PS: after losing the weight, i was able to get off all NINE prescription medications, some of which i had been taking for a decade! no more anxiety, made-up depression, joints weren't hurting, stomach issues miraculously disappeared
losing weight is the miracle drug.
PPS: all the evidence suggests that Ozempic and other glp-1s just make it easier to do all the things i laid out here
reduces appetite and dopamine-driven reward signaling = less eating = caloric deficit = weight loss
P.S.A.
Please read this post to the end...
If you get into a committed relationship with someone that has chronic health issues please, please, please, understand that that person may not be able to do anything for themselves for weeks to months at a time and a large burden is going to fall on you.
Take the time to make sure you're able to handle it before you commit.
I didnt ask for my body to fail.
My favorite quote from people is, “it can’t really be that bad if you are still working and doing everything you do".
I told them I had no choice.
Years in pain, tiredness and the many changes in me for no apparent reason, hiding everything from someone else, pretending to be doing better than you are, until it no longer works, no matter how strong you think you are.
Then the moment comes when they tell you what you have.
You have mixed feelings.
You finally know what you have, but how do you deal with it?
Lack of encouragement, wanting to lie down, taking medication frequently, having a whole pharmacy on top of the dresser.
Silent and invisible conditions do exist.
When you have an invisible condition it is difficult to argue from your perspective with ignorant people.
I'm tired of being told:
Did you go to the doctor?
Have you tried this?
Have you tried that?
There's nothing more we can really do.
Yes, I tried and still try everything.
Doctors say this condition is forever.
That I will not heal.
However, I am not giving up, but I want to make others realize:
A nap will not cure me but it will help me.
I am not lazy, I take medication and it sometimes makes me sleepy.
I am not angry, but sometimes cranky with pain.
I struggle daily with pain, mobility problems, fatigue, and sometimes criticism from others.
Most frustratingly, people look at me and say, "It can't be that bad; you look fine", despite the fact that my body is experiencing constant excruciating pain.
This condition affects me physically, mentally and emotionally.
Rare autoimmune and chronic conditions cannot be seen, but are damned sure.
Silent attacks, but still painful.
Please, for me and in honor of someone who fights against:
-CRPS
-Heart disease
-ALS
-Ankylosing Spondylitis
-Lupus
-POTS
-Parkinson's
-Dysautonomia
-Crohn’s
- Ménière’s
-Addison's
-Hashimoto's
-Grave's
-FND
-Depression
-Anxiety
-Sjogren's
-Kidney Desease
-Rheumatoid arthritis
-Chronic pain
-Endometriosis
-Migraines
-Multiple sclerosis
-Myasthenia gravis
-Pulmonary hypertension
-Epstein Barr
-Chronic fatigue
-Diabetes
-Fibromyalgia
-Raynaud's
-Scleroderma
-Neuralgia
-Epilepsy
-Cancer
-Hypothyroidism
-Arachnoiditis
-NEAD
-Neuropathy
-Vasculitis
-Alpha 1 antitrypsin deficiency
- Alpha Gal
- Cirrhosis
-Liver disease
Or some other disease you don't see.
I would like five of my friends to repost this to show that you are always there when that someone needs to talk.
I know this is a long read.
However, in support of a friend or a family member who is fighting any of these diseases, just say “done”.
if one more person tells me “capitalism is making people starve” i’m going to lose it
the poorest people in America are literally gigantic. like medically unexplainable balloon-shaped and built like refrigerators. we’re not dealing with famine—we’re dealing with doorways having to be widened
have you seen what capitalism gives broke people in this country???
you can wake up at 2pm, take your government-subsidized Ozempic with a 3,000 calorie $9 “coffee” milkshake from Starbucks, get driven to Target in an air-conditioned car you don’t own, buy 40 pounds of seed oils and corn syrup with an EBT card, tap pay on your iPhone, and then go home and watch Netflix while you suck your vape in a recliner until the next time you’re ready to shovel food into that nasty mouth hole
your shampoo has biotin. your snacks come in resealable zip pouches. your cats eat grain-free. your dog wears a thunder shirt. you’ve got twelve $7 body washes for different moods. your teeth are rotting from Mountain Dew. your fridge dispenses crushed ice. you have a bluetooth air fryer that makes chicken nuggets shaped like Paw Patrol characters. you’re on six medications and still have the nerve to say the system is failing you
you don’t cook. you don’t walk. you don’t build. you don’t fix. and yet your lifestyle—degrading as it is—is still propped up by diesel engines, shipping containers, water treatment plants, and a thousand invisible laborers you’ll never meet
capitalism isn’t making you starve. it’s keeping you alive in spite of yourself
it gave you DoorDash. it gave you weed delivery. it gave you plus-size lingerie and mental health apps that send you push notifications like “you’re doing great sweetie” even though you’re a fucking emotionally unregulated lunatic. it gave you multiple streaming services to distract you from your own shitty choices. and you’re mad because it didn’t also give you meaning???
capitalism didn’t fail you. it cushioned your fall. it wrapped it in cheese, deep fried it, and let you finance it at 17% APR
but the most ungrateful part is: the system is still carrying your ass
on a reinforced mobility scooter
through the Walmart
to buy more of that trash you call food
take away profit and by day four of your revolution you’ll be shitting in a bucket and trading hot cheetos for insulin in a parking lot
SHUT THE FUCK UP
The wood introduces a velvety texture, with subtle vanilla and caramel notes that complement the cider’s natural tart apple crispness. Hints of toasted almond and warm spice, think nutmeg or clove, emerge, rounding out the palate. The finish gains a sophisticated, slightly creamy depth, with a whisper of tannic structure that balances the cider’s inherent sweetness, creating a wine-like elegance.
Hope this answers your question.