VinBer

A well travelled Swede

[Charlie Bilello @charliebilello]

Samsung: a memory chip worker with a base ​salary of $52k is expected to receive a total bonus of around $410k this year

SK Hynix: employees are expected to receive bonuses of more than $454k

Luxury jewelry sales in S. Korea: +146% YoY
Luxury watch sales in S. Korea: +85% YoY

[Patrick Collison @patrickc]

I asked Claude about the air conditioning debate in Europe, and it really didn’t pull any punches.

[VinBer @7berglund]

@ReneSellmann I think I had enough as investor... the main benefit with both Wise and Revolut was the seemless transfers but now you are getting frozen accounts with a lot of pain to solve.

I am moving my investment to Klarna - yes, retail but much better management and development...

[Peter Sellei @PeterSellei]

Fotbollsanalys i algerisk TV:

”Judarna ligger bakom målen som Messi gjorde, för Messi skyddas av den judiska lobbyn som styr hela världen. FIFAs ordförande vill oss inte väl, och det beror på Algeriets ståndpunkter i Palestina-frågan och Västsahara. Därför kan vi aldrig gå långt i VM… de kommer att stoppa oss, det är helt säkert”

[VinBer @7berglund]

@Engbl0m Hoppas du får pengar av Velo för detta inlägg

[VinBer @7berglund]

@N7Marcus Uzbekistan

[KKGB @INArteCarloDoss]

France will collapse economically in the not so distant future, as did the Soviet Union before it.

All the current public discourse centres on how to tax capital more, when France has already one of the highest taxation rates globally.

Not a single plan for reforms.

[David Orr @orrdavid]

One of Peter Thiel's most important ideas:

Don't start a new business unless it's at least 10x better on some important dimension than what already exists.

AI will allow many businesses to be 10x+ cheaper, and a bit higher quality, than *a lot* of existing businesses. This is a core filter I'm using as I'm reviewing every holding of mine one by one.

[VinBer @7berglund]

@tekniknisse Jag tror dock kortsiktigt den som har mest oljeproducenter utanför Mellanöstern med hela värdekedjan på händerna vinner!

[Wholesome Side of 𝕏 @itsme_urstruly]

The difference between drinking coffee and tea 😂😂

[VinBer @7berglund]

@Bringselius De måste fixa hemsidan för mobil. Väldigt buggig.

[VinBer @7berglund]

@Sasaki___web I hate ”…”

[Frankie™️🦅 @B7frankH]

A Turkish proverb says, “If a father bathes his children, both will laugh, and if a son bathes his father, both will cry.” Such is the painful beauty of life, where love comes full circle with time.

[HUNTSMAN 🇺🇲 @maphumanintent]

No Kings is not decentralized--it's distributed. That's a major distinction.

While Neville Singham's Maoist hydra has (rightfully) gotten a lot of attention of late, his network appears to be the "dirty" infrastructure where "clean" NGO and 501(c)(3)/(4) money is deployed for more radical ends.

Upstream of Singham (but allied closely with his network--see their collaboration on the recent Nuestra América brigade/convoy to Cuba) is the Democratic Socialists of America (DSA), the key force multiplier behind Mamdani's election.

DSA is a "bridge" organization that illuminates the larger influence machine at work. DSA further appears to act as a cut-out layer between the "Red-Green-Black" nexus of street radicals and their sugar daddies in the mainstream Democrat-NGO complex.

According to senior DSA leaders, whom No Kings organizers have engaged for coalition support, these groups are who are actually quarterbacking the NK astroturf operation (see the small chatbox in the below screenshot of a March 9th web meeting of DSA leaders):

- Indivisible
- SEIU
- Public Citizen
- ACLU
- Move On

A related "movement" that coordinates closely with NK organizers is 50501, which has its roots on Reddit, but was quickly hijacked by radical activists Sarah Parker and Kaitlynn Danehy-Samitz, both of the Sarasota-based 501(c)(3) Voices of Florida. VoF was who led the Amendment 4 campaign against further abortion restrictions in Florida in 2024.

All of these "movements" are also aligned with General Strike US (GSUS), an organized coalition of radical Marxist activist groups who are campaigning to convince 1 million American workers to engage in a general strike to disrupt the economy this year.

Of note is that a consultant for ACLU was allegedly overheard recently in a DC-area coffee shop discussing how his org and ADL were spinning up a "Project 2029" to target and punish Trump appointees and Trump-aligned organizations if the Democrats return to the White House.

Given ACLU's primacy in fomenting and resourcing the No Kings campaign, and No Kings organizer Indivisible's substantial connections to Democrat operatives and dark money, it is patently absurd to view No Kings as anything except operational preparation ahead of escalated violence this summer and for coalition mobilization for November's mid-term elections.

[VinBer @7berglund]

@R2Discovery @10_ch_10

[Cassandra Unchained @michaeljburry]

In light of market events, I am making this article free for the next 24 hours.
Foundations: U.S. Market Structure & Value
Powerful Trends, Increasing Fragility & Coiled Tension
https://t.co/uMpi9k1hN0

[VinBer @7berglund]

@finphysnerd With a substate to Russia I would be careful…

[David Parker @david_parker]

All you people who don't want kids are absolutely nuts. I can't imagine a better way to spend life, than with little mini people, who are in awe of simply being alive, and getting to teach them things.

[Mario Nawfal @MarioNawfal]

Here’s a clear explanation of why Trump attacked Iran, and why I think the war will end soon.

The war isn't about nuclear weapons. It's not about helping the Iranian people. It’s not about doing Israel’s bidding. And it's not about Iran being a threat to the U.S.

It's about China.

China imports 45-57% of its oil through the Strait of Hormuz. Iran has the capacity to shut it down.

A U.S.-aligned Iran means an Iran that would choke off that strait if there's ever a real power struggle between Washington and Beijing.

And there already is one.

The U.S. and China have been locked in a tariff war for over a year now.

Also remember when China threatened export controls on rare earths, encompassing any company anywhere in the world that uses Chinese rare earths?

Yes, China essentially said that any company that uses their rare earths (China refines 85-90% of the world’s supply) must seek their permission before exporting their products.

This means if a German manufacturer uses rare earths fro China to create chips for American companies, China can block the export of these chips.

That’s how much leverage China has over the U.S., and that’s dangerous, especially if China finally decides to reunify with Taiwan.

So controlling the Strait of Hormuz becomes critical for the U.S.

It's the same reason Trump wants China out of the Panama Canal. The same reason Venezuela matters.

The same reason he's eyeing Greenland, where shipping routes to China pass through melting Arctic ice.

Energy is everything now. The AI arms race is the most important strategic competition on the planet.

Limiting China's access to energy is how the U.S. wins that race, and anyone who believes in freedom and democracy should want America to win.

China is investing heavily in domestic energy, building nuclear reactors, solar farms, wind power. They're leapfrogging the rest of the world.

But they still import the majority of their oil. And a significant chunk of it comes through the Strait of Hormuz.

Iran was reportedly nearing a deal for supersonic anti-ship cruise missiles from China, which would make it easier for Iran to threaten shipping in the Strait and strike U.S. naval vessels.

That accelerated the timeline.

Trump's comment today about doing in Iran what he did in Venezuela makes perfect sense in this context. He wants influence over who comes next.

A regime that's workable for Washington.

If he succeeds, this would be a massive strategic win for the U.S. and for Trump.

[Kverulerar @kverulerar]

"Jag är så less på vårt vardagsrumsbord, det är så tråkigt, vi måste ha ett nytt"

Känsla en man aldrig någonsin känner i hela sitt liv.