Compounding

long capitalist democracies 🇺🇸 short communist dictatorships

[Conor Ryan @ConorRyan_93]

“Loch Lomond” in Foxborough. Quite a sight. #WorldCup

[QBgami @QBgami]

The Germans are revering Taco Bell.
The Swedes are dumbfounded by ranch.
The English have discovered the sun.

Just wait until the Europeans look up and see this ahead of Tunisia-Uzbekistan.

[Compounding @CIOandCEO]

How to fight back against Gen-Z socialism - The Economist https://t.co/w4JnkfJdtf

[herculez gomez @herculezg]

This is one of the most ridiculous strikes you’ll ever see from a #USMNT player.

Robinson with a spectacular goal.

The reaction of Flo Balogun 🤣

[herculez gomez @herculezg]

Tyler Adams and Raul Jimenez star in one of the best football commercials you'll ever see. Reminiscent of iconic early 2000s ⚽ ads.

I’m dying with Channing Tatum as Erling Haaland’s stunt double. 💀

[Dodgers Nation @DodgersNation]

Incredible standing ovation from Dodger Stadium for Yoshinobu Yamamoto as he exits the mound in the 6th inning.

He struck out 10 batters today and the Dodgers lead the Phillies 6-0.

That’ll play 🔥

[Anton Gerashchenko @Gerashchenko_en]

The moment of one of today’s Russian strikes on Kyiv.

I can see that fewer and fewer people are reading news from Ukraine. I understand that on a Sunday morning, people don’t want to read about war. They want to sleep a little longer, drink good coffee, and sit in the sun. I understand that. The algorithms on X limit content about war, destruction, and suffering. You have to make an effort to even see this information.

All of this is understandable on a human level. But unfortunately, if you remove Putin and the war from your information feed, they do not disappear from reality.

Putin is a sadist and a maniac. He is a threat to all of humanity.

There needs to be active resistance. News from Ukraine needs to be shared. People need to keep their focus.

Despite a sleepless night, I’m still here. And I’m grateful to everyone who continues to stand with us.

One day, we’ll drink morning coffee together in a beautiful, peaceful Kyiv.

[Open Source Intel @Osint613]

Ursula von der Leyen:

"Looking back, I believe it was a strategic mistake for Germany to abandon nuclear energy. If we are serious about climate, gas and coal are far worse than nuclear."

[Compounding @CIOandCEO]

@celsoliveira_ because we’ve never run this play before…I guess we’ve been saving it for a big game

[Compounding @CIOandCEO]

@LAFC_X we should run that play every game

[Compounding @CIOandCEO]

@TheIranWatcher did the Americans ever fight against the French in a war?

[Aakash Gupta @aakashgupta]

This is one of the dumbest tax proposals in California's history, and the math is so bad it embarrasses the people who wrote it.

Start with the headline. SEIU promises $100B in revenue. California spends $161B a year on Medi-Cal alone. The entire windfall, if collected at face value, funds 7 months of one program. Then it's gone forever, and the structural deficit they claim to fix returns the day the check clears.

Now the math gets uglier. The Hoover Institution estimates the permanent income tax loss from departing residents makes the net fiscal impact NEGATIVE by $25 billion. Read that twice. California sets fire to political capital, court costs, and capital flight to NET LOSE $25B. They're proposing to torch recurring revenue to fund 7 months of a program they've already underfunded for a decade.

The exodus already happened. $700B in net worth wired out of California before January 1, 2026. Larry Page, Sergey Brin, Travis Kalanick gone. The remaining 208 billionaires aren't tech founders sitting on liquid stock. They're real estate, agriculture, entertainment, the people whose wealth is physically bolted to California. Mobile capital fled. Trapped capital pays.

Read what San José mayor Matt Mahan, a Democrat running for governor, said about this on KQED: "It will lead to middle-class people having to pay higher taxes in the long run." A Democratic gubernatorial candidate openly admitting the wealth tax is a regressive transfer to the middle class. That's the part proponents won't put on the signs.

The legal exposure is worse. The proposal taxes wealth held as of January 1, 2026, retroactively, after voter approval in November 2026. Retroactive wealth taxation has never survived constitutional challenge in any US state. Washington's capital gains tax survived only because the state Supreme Court reclassified it as an excise tax. The poison-pill measure on the same November ballot bans retroactive taxation by constitutional amendment, funded by $80M from people who can afford the lawyers.

Every wealthy democracy that tried this killed it. France's wealth tax drove out an estimated 42,000 millionaires and €100B in capital before they repealed it in 2017. Italy, Sweden, Germany, Denmark, Austria, Finland, Iceland all tried wealth taxes. All repealed. California is about to vote on the experiment every comparable economy already ran and lost.

The signatures are real. The math is fake. The capital is already gone.

[Miad Maleki @miadmaleki]

This confirms ~ 13-day onshore storage estimate: Iran is now using containers and "junk storage" (disused tanks in poor condition) in Ahvaz and Asaluyeh to avoid cutting production. And now rail.

They're delay tactics measured in days, not weeks.

1. Why rail is a dead end: Iran's own senior rail transport expert Morteza Naserian told Mehr News there are only 2 rail corridors to China, never used for petroleum, with severely limited capacity and zero bulk crude infrastructure.

2. The floating storage "fix" is equally thin. Iran pulled NASHA (IMO 9079107), a 30-year-old retired VLCC, out of the breakers. NASHA buys ~48 hours.

3. Jask terminal storage tanks have reportedly already hit maximum capacity as of April 25. Some tankers are now anchored near Kharg acting as improvised overflow. a fleet the Islamic Republic can't replicate at scale.

4. The 2020 precedent that some point out to (85% storage utilization + 120 Mbbl afloat) was managed under very different conditions (I was watching it from the inside): it was sanctions without a naval blockade, and with active export channels still partially open. That escape valve is gone now, and Iran's tankers (including its ghost fleet) are already filled up with 166M barrels.

5. Bottom line: containers, junk tanks, retired VLCCs, and rail fantasies are not a storage strategy. They're the last moves of a system running out of room, exactly on the timeline that was estimated.

Don't forget about the gasoline shortage clock.

https://t.co/isLzXVdFWR

[Baseball Quotes @BaseballQuotes1]

Olivia Pichardo makes history as the first woman to pitch in a NCAA DI game, closing out a victory for Brown University!

[Fabrizio Romano @FabrizioRomano]

🔴⚪️ River Plate have reached 105 consecutive sold-out matches, with more than 85.000 fans in attendance at the Mâs Monumental.

This was the team’s reception at the latest Superclásico against Boca Juniors. ⤵️🎥

[Scott Young 🐊 @Scott_C_Young]

@profstonge @RussJensen5 They never lear.

[Peter St Onge, Ph.D. @profstonge]

Turns out California’s billionaire wealth tax contains language to extend it to everybody else without voter approval.

“Tax the rich” is the cheese in the mousetrap.

[Chamath Palihapitiya @chamath]

On page twenty-six of “The Billionaire Tax” proposal in California, it explains how the state legislature can convert from a Billionaire Tax to an Everyone Tax without voter approval.

They can also adjust the tax to be a yearly tax, not just one time…again, without your approval.

Intelligence test for you: if this was meant to just target Billionaires, why did they write this in?

[Compounding @CIOandCEO]

Asia's richer countries have found alternative energy sources, greenlighted emergency funds and leaned on strategic stockpiles to weather the energy shock https://t.co/UhugzhDgx4

[Reid Wiseman @astro_reid]

Only one chance in this lifetime…

Like watching sunset at the beach from the most foreign seat in the cosmos, I couldn’t resist a cell phone video of Earthset. You can hear the shutter on the Nikon as @Astro_Christina is hammering away on 3-shot brackets and capturing those exceptional Earthset photos through the 400mm lens. @AstroVicGlover was in window 3 watching with @Astro_Jeremy next to him.

I could barely see the Moon through the docking hatch window but the iPhone was the perfect size to catch the view…this is uncropped, uncut with 8x zoom which is quite comparable to the view of the human eye. Enjoy.