Arthur Lima

[Desiree Rugani @desireerugani]

Que essa benção se estenda para CUBA

[The Kobeissi Letter @KobeissiLetter]

The world's largest oil tankers are being ordered at a record pace:

There are currently 262 supertankers on order at shipyards worldwide, the highest number on record.

This marks an over +1,000% surge from the levels seen just 2 years ago.

Each of these vessels can carry up to 2 million barrels of crude oil.

This also exceeds the previous record of ~255 supertankers set in October 2008, which ultimately flooded the market with too many ships, causing the daily rates shipowners charge to crash and tanker company revenues to collapse.

Shipowners are rushing to capitalize on historic supply chain disruptions.

[Escuela Austriaca de Economía 🇦🇷 @DiegoMac227]

Cuando Milei asumió encontró un país devastado: inflación anual de 211,4%, pobreza estimada en 57,4%, déficit financiero, reservas netas negativas y un Banco Central destruido. Dos años y medio después, con datos oficiales a mayo de 2026, Argentina muestra una transformación enorme: inflación mensual de 2,6%, pobreza bajando al 28,2%, superávit financiero, actividad económica creciendo 5,5%, exportaciones récord por USD 8.914 millones y un BCRA con patrimonio neto positivo. No fue magia, fue orden fiscal, decisión política y terminar con el modelo que hundió al país.

[Escuela Austriaca de Economía 🇦🇷 @DiegoMac227]

📖l Milei ha logrado llevar al gobierno varias de las ideas fundamentales de la escuela austriaca de economía, adaptándolas al contexto argentino.

👉🏼 Por ejemplo, Friedrich Hayek, en su obra "Precios y Producción", enfatiza la importancia de los precios como señales para la asignación eficiente de recursos en un mercado libre. En este sentido, Milei avanzó en la eliminación de regulaciones excesivas y controles de precios que distorsionaban el mercado, promoviendo un sistema en el que los precios reflejen la verdadera oferta y demanda.

👉🏼Por otro lado, Ludwig von Mises, en "La Acción Humana", argumenta que la intervención estatal limita la capacidad de los individuos para actuar según sus intereses, lo que afecta negativamente la prosperidad general. Inspirado en esta visión, Milei impulsó la reducción del gasto público, priorizando la eliminación de programas estatales ineficientes y fomentando la descentralización del poder económico hacia los ciudadanos.

👉🏼Además, Murray Rothbard, en "El Manifiesto Libertario", destaca la importancia de un sistema monetario sólido y critica la manipulación del dinero por parte de los bancos centrales. En este sentido, Milei ha promovido la emisión CERO como una forma de limitar y combatir la inflación crónica.

👉🏼Finalmente, Jesús Huerta de Soto, en "Dinero, Crédito Bancario y Ciclos Económicos", resalta la necesidad de reformar los sistemas bancarios para evitar la expansión artificial del crédito. Milei, alineado con esta idea, ha abogado por fortalecer la disciplina fiscal y promover la competencia en el sistema financiero, asegurando que las inversiones sean el resultado de ahorros reales y no de distorsiones monetarias.

Estas medidas, inspiradas en el pensamiento austriaco, buscan reconstruir la economía argentina sobre pilares de libertad, responsabilidad y orden espontáneo.

[Milton Friedman Quotes @MiltonFriedmanW]

“If you pay people not to work and tax them when they do, don’t be surprised if you get unemployment.”

— Milton Friedman

[Leandro Ruschel 🇧🇷🇺🇸🇮🇹🇩🇪 @leandroruschel]

Wagner Moura quer a detenção de Malafaia por até quatro anos e seis meses por ter sido chamado de "cretino", segundo a Folha

O mesmo Wagner Moura que, em palco de premiação e em rede nacional americana, chamou Bolsonaro de "fascista" e atribuiu ao seu movimento o "esgoto da história", "elite escrota", "medíocres e recalcados", "manual fascista", "anti-mulher, anti-gay, anti-todo mundo".

Eis o duplo padrão da liberdade de expressão no Brasil: o conservador que diz "cretino" vira réu, já o esquerdista pode injuriar, caluniar e difamar meio país que nada lhe acontece.

[Bull Theory @BullTheoryio]

🚨Michael Burry just said Elon Musk and Nvidia's deal is built on fake numbers.

Burry published a detailed breakdown calling the entire structure "Fugazi", his word for fake.

He is alleging that billions of dollars in Nvidia chips are being hidden off balance sheets, and that American retirees are unknowingly funding the whole thing.

Nvidia, the world's largest AI chip company sold $5.4 billion worth of its most advanced GPUs, the GB200, to a company called Valor.

Valor is not a real operating business. It is a special purpose vehicle, a shell company created specifically to hold these chips and nothing else. Nvidia also invested $1.9 billion of its own money directly into Valor on top of the sale.

Those 100,000+ chips are now physically inside xAI's data center. xAI is Elon Musk's artificial intelligence company, the one that builds Grok. xAI is using every single one of those chips right now to run its AI models.

But here is what Burry is flagging.

Neither Nvidia nor xAI owns those chips on paper. Valor, the shell company holds legal title. That means $5.4 billion in GPU assets do not show up on Nvidia's balance sheet as inventory.

They do not show up on xAI's balance sheet as assets. They are legally invisible to both companies.

Nvidia gets to book the $5.4 billion as a completed sale and record it as revenue. xAI gets full use of the chips without owning them. And the risk disappears into a shell company in the middle.

Now here is where American retirees enter the picture.

Valor needed $3.5 billion in debt to fund this structure. Apollo provided it. Apollo is one of the largest asset managers on earth with $1.03 trillion under management and $834 billion specifically in private credit.

Apollo raised the $3.5 billion, packaged it into debt securities, and sold those securities to Athene.

Athene is Apollo's own insurance company. It sells fixed and indexed annuities, retirement savings products, to ordinary Americans.

When a retiree buys an Athene annuity, they believe their money is sitting in safe, stable investments. That money is now inside a structure funding Elon Musk's AI data center.

The numbers inside Athene are most alarming.

Athene holds $74.2 billion in reserves. It has moved $217 billion in assets into a captive insurer based in Bermuda, meaning those assets sit outside normal US insurance regulation and oversight.

Of the entire portfolio, 34.7%, equal to $103 billion, is classified as Level 3 assets.

Level 3 is an accounting classification that means there is no observable market price for these assets. No outside party can independently verify what they are actually worth.

The leverage sitting on top of those unpriced assets is 16 times.

Burry's says:
Every step of this structure is technically legal and publicly disclosed. But the entire thing was deliberately engineered across 8 to 12 steps to move credit risk off balance sheets and away from any market pricing.

- Nvidia books the revenue.
- Apollo collects the fees.
- xAI gets the computing power.
- And retirees sitting at the bottom of a 16x leveraged Bermuda insurance structure, holding $103 billion in assets with no market price carry the risk without knowing it exists.

[Milton Friedman Quotes @MiltonFriedmanW]

Milton Friedman: “Keep your eye on one thing and one thing only: how much government is spending, because that’s the true tax.”

“If you’re not paying for it in the form of explicit taxes, you’re paying for it indirectly in the form of inflation or borrowing.”

[SPACE LIBERDADE  @NewsLiberdade]

🚨URGENTE - Deputado Nikolas Ferreira acaba de denunciar que um juiz condenou país a 55 dias de prisão e multa de R$ 1,1 milhão por educar seus filhos em casa

“Do mesmo jeito que eu fui para cima de um juiz que soltou um pedófilo aqui em MG, a gente vai levar esse juiz ao CNJ!”

[Mario Nawfal @MarioNawfal]

Your personal mosquito air defense system

LiDAR locks onto a mosquito in 3 milliseconds. Laser fires. Fried. Up to 30 per second and works in pitch dark.

It's called the Photon Matrix. The tech is literally descended from Reagan's Star Wars missile defense program, just shrunk down to fry bugs in your backyard.

You wanted one yesterday didn't you.

[Michael A. Arouet @MichaelAArouet]

Prosperity is highly correlated with economic freedom.

Can someone please explain why the left does everything it can to limit economic freedom with unnecessary regulations and overtaxation? Why don’t they want nations and their people to be prosperous and wealthy?

[The Rabbit Hole @TheRabbitHole]

A response on Old Racism vs Modern Racism

[Paradigma Education @ParadigmaEdu]

Esse método SIMPLES que quase ninguém conhece poderia ter evitado isso. 👀

Ele se chama passphrase, ou a "carteira fantasma". Você cria uma carteira extra com as mesmas 12 palavras, mas com um adicional de uma 13ª palavra que só você sabe de cabeça.

Se alguém te forçar a entregar sua seed? Você entrega. E perde só o que está na carteira isca. 🧠

[Mario Nawfal @MarioNawfal]

A solo creator just used AI to produce a Game of Thrones Season 9 trailer that looks like real HBO footage.

This is the new content frontier: one person finishing the stories studios botched.

The industry is about to be unrecognizable...

Source: Ultimate Studios on IG

[Elon Musk @elonmusk]

True