Olivia
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Paris Tirone
@LadyRaynbow
#AdamLambert #Glambert #Queenbert -- Artist, reader/writer, educator, healer, gardener, publisher #OurRevolutionContinues #Resist #NeverthelessShePersisted
Corvallis, OR
Joined August 2009
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1.6K Followers
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#Queenberts #Glamberts #Creatives #Progressives + friends here since 2009. ===>>>*FYI*: pls follow me at “Blue Sky” under same handle!!! (“LadyRaynbow”) Past time to leave what became a right-wing cesspool, that used to be a creative hub. Stay safe + spread LIGHT + LOVE!! 💕 🌈
🚨 We may be looking at the rarest market setup in 50 years.
The S&P 500's four historic drawdowns since 1972:
– 1973 Inflation: -43%
– 1987 Liquidity: -30%
– 2000 Tech: -47%
– 2008 Credit: -55%
Each one was driven by ONE dominant risk.
Right now, all four are present at the same time.
1. INFLATION
A commodity supercycle. Energy, metals, agriculture all in multi-year base breakouts. The Fed's preferred inflation gauge has been above 2% for 18 of the last 24 months.
2. LIQUIDITY
The largest equity supply shock since 2000. SpaceX, OpenAI, Anthropic raising ~$275B combined. Google flipping from $60B/year buybacks to $80B net issuance. Over $1 trillion of IPO and lockup supply hitting the Russell 3000 in 2026.
3. TECH
Semiconductors trading 73% above their 200-day moving average – the largest stretch since March 2000. Climax run signals across the AI complex. Micron, Palantir, SMCI, the SOX index, all showing the textbook O'Neil sell pattern.
4. CREDIT
Apollo, KKR, BlackRock, Blue Owl, Cliffwater, Partners Group – all gating redemptions on their evergreen funds in the last 90 days. The private credit machine is freezing in real time.
Never in 50 years have all four risks been simultaneously present.
But here's the part nobody talks about
While the AI Big 10 has gone vertical, quality stocks have been left for dead.
– Berkshire Hathaway: trailing the S&P 500 by hundreds of basis points
– Coca-Cola, Procter & Gamble, Pepsi: trading at multi-year relative lows
– HEICO, Union Pacific, MSCI: making boring new highs while everyone watches Nvidia
– Healthcare vs. S&P 500: 25-year relative low
The last time this happened?
December 1999. Barron's ran a cover titled "What's Wrong, Warren?" – mocking Buffett for being a dinosaur, for missing the internet, for refusing to pay for growth at any price.
Berkshire was down 19% in 1999 while the Nasdaq was up 85%.
What followed:
– Berkshire +29% over the next 24 months
– Nasdaq -78% over the next 30 months
The setup today
Four historic risks stacked simultaneously, while the boring, durable, cash-flowing businesses that always survive these regimes have been treated like dead money for years.
The math doesn't get more asymmetric than this.
Quality stocks aren't out of style.
They're being orphaned.
That's when generational positions are built.
The boring stuff hasn't worked for a long time.
History suggests that's exactly the moment it starts to.
BREAKING: Hunter Biden SHREDS the media's double standard toward the Trump family in one devastating post — and EVERY word is documented.
Hunter Biden just posted something on X that cuts right to the heart of America's broken media landscape — and it's IMPOSSIBLE to argue with.
"So let me get this straight," he wrote. "Jake Tapper is focused on attacking my Mom," referring to the comments the CNN anchor has made about disbelieving some of the claims in Jill Biden’s latest memoir.
"Meanwhile, Jared and Ivanka are building a private island paradise on Albanian protected land." TRUE. Over 100,000 Albanians are in the streets. Anti-corruption prosecutors have opened an investigation. Flamingo habitats are being bulldozed. It BARELY registers on mainstream media.
"Don Jr. married the daughter of Epstein's banker." Also TRUE. While Epstein survivors read their FBI abuse reports aloud outside the Justice Department, Pam Bondi refused to answer a even a SINGLE question about Trump and the Epstein files, and DOJ lawyers intervened to make sure she didn't.
"A startup that Donald Jr. fund backs just got a record $620 million Pentagon loan." FACTCHECK: ALSO TRUE. While Trump's own financial disclosures show him trading stock in companies his administration then hands billion-dollar contracts to, Don Jr.'s SHADY investment connections to Pentagon contractors receive almost NO scrutiny from mainstream media.
"Eric is taking an Israeli drone company public for $1.5 billion in the middle of a war with Iran that nobody wanted." Also TRUE, but that story got almost NO coverage.
And then Hunter Biden delivered the punchline that lands like a sledgehammer: "And I know: 'But what about your paintings, Hunter?'"
HUNTER IS 100% RIGHT: His art sales, laptop, and legal troubles consumed years of breathless media coverage. The Trump children's CORRUPT overseas business deals, foreign investments, Pentagon contracts, and connections to Jeffrey Epstein's associates a free pass.
And while Jake Tapper attacks Jill Biden is being attacked for a book, Jared Kushner is bulldozing protected wetlands for a $4 billion resort while his father-in-law runs foreign policy, while raising BILLIONS from shady deals with foreign governments.
There is simply NO comparison!
Please like and share!
Today the EU made American AI illegal in 27 countries.
The reason is ONE sentence Microsoft's own lawyer said under oath:
This morning in Brussels, EU Tech Chief Henna Virkkunen unveiled the Cloud and AI Development Act. It's the most aggressive anti-American tech move from Europe since GDPR.
The law forces EU public sector procurement in banking, healthcare, defense, and energy to apply mandatory non-price factors favoring software and hardware built inside the EU. Microsoft Azure can be cheaper, AWS can be faster, Google Cloud can have the better model, and EU governments MUST legally prefer European alternatives.
AWS, Microsoft, and Google currently control roughly 70% of the European cloud market. Brussels is now openly targeting greater independence from US providers in cloud, AI, and semiconductors.
The largest regulatory market-share transfer in tech history is being written into law right now.
But the real story is how this happened...
On June 10, 2025, a man almost no one outside Brussels had heard of walked into the French Senate. His name is Anton Carniaux, Director of Public and Legal Affairs at Microsoft France.
Senator Dany Wattebled asked him under oath whether he could guarantee that data belonging to French citizens, stored on Microsoft European servers, would never be transmitted to US authorities without explicit consent from the French government.
Carniaux answered honestly. He admitted he could not guarantee it, because Microsoft must comply with the US CLOUD Act regardless of where European data physically sits. One sentence of sworn testimony from Microsoft's own counsel killed every sovereign cloud defense Big Tech had spent five years building.
It became the legal foundation for the law unveiled today.
Then Trump accelerated the divorce.
January 2025 brought executive orders expanding US surveillance authorities. Vance went to Munich and attacked European democracies on stage.
The tariffs followed and so did the Pentagon's $200 million AI contract war that ended with OpenAI replacing Anthropic after Hegseth labeled it a supply chain risk. So did OpenAI's Stargate and yesterday's Trump AI Executive Order, whose Section 3 lets the White House pick which AI companies get 30-day early access to frontier models. American AI was officially declared a US government strategic asset.
Europe heard every word of it.
On May 12, Mistral CEO Arthur Mensch told the French National Assembly that Europe had 24 months to build sovereign AI infrastructure or become a permanent US VASSAL state.
And the response came fast:
April 24: Cohere acquired Germany's Aleph Alpha for $20 billion with both Germany's and Canada's digital ministers in the room at the Berlin announcement. May 30: SoftBank committed up to $87 BILLION for French nuclear-powered data centers, the largest AI infrastructure project in European history.
Yesterday: EU Parliament announced it's dropping Google for French search engine Qwant tomorrow. France ordered every government workstation off Windows and onto Linux.
Today the Cloud and AI Development Act made all of it law.
- Mistral is building a 1.4 gigawatt AI campus near Paris by 2028 with Nvidia, MGX, and Bpifrance
- SAP's EU AI Cloud, launched last November, runs on Cohere, Mistral, and SAP's own sovereign infrastructure
- McKinsey forecasts $600 billion in sovereign AI needs by 2030
None of that money is going to Silicon Valley.
The America First AI policy built a wall around the world's most regulated economy, and American companies are on the wrong side of it.
Microsoft's lawyer told the truth in a Senate hearing nobody watched. Trump turned that admission into a national security narrative while the EU turned that narrative into procurement law.
And one entire continent walked away from the American tech stack...
@tcblume They will do anything to force their narrative so peer review is being killed off for grants
https://t.co/FLaEsQWbFo
@tcblume In a show of pure hatred of Obama, science and allies, "Trump administration is dismantling a $368 million deep-ocean observation system that was put in place a decade ago to monitor coastal environments, marine ecosystems and powerful currents that affect the global climate."
@tcblume Project 2025 is a fascist christian attack on our nation.
“…aligns with N.S.F.’s wider strategy to have a nimbler approach to prioritizing support for evolving scientific priorities and emerging technologies as well as a deliberate approach to smart life cycle management within its portfolio of research infrastructure.” 😵💫
The Trump administration is sending ships to rip 900 ocean sensors out of the Atlantic and Pacific — and Congress already told them twice they couldn't do it.**
They're doing it anyway.
The Trump administration is DISMANTLING the network of buoys that help California monitor for major tsunamis and earthquakes.
Cool.
The Sweet Track - a 5830 year old Neolithic Engineering Marvel .....
In the heart of the Somerset Levels in England lies one of the most remarkable archaeological discoveries of the 20th Century: the Sweet Track. This ancient timber walkway, unearthed in 1970, dates back 5830 years to the Neolithic period. It stands as a testament to the ingenuity and resilience of our ancestors, who devised innovative solutions to traverse the challenging marshy landscapes.
The Sweet Track was discovered in 1970 by John Coles and Bryony Coles during routine peat extraction activities. Its discovery was not only significant due to its age but also because of its exemplary state of preservation. Named after Ray Sweet, the peat digger who first identified the timbers, the Sweet Track offers a rare glimpse into the engineering capabilities and daily life of Neolithic communities.
The trackway was constructed using oak, ash, and lime timbers, which were felled and split using stone tools. These wooden planks were then laid across the marshy ground, supported by pairs of upright stakes driven into the peat. This innovative construction provided a stable and dry passage across the waterlogged terrain, allowing for easier movement of people and goods.
The Sweet Track was part of a larger network of trackways, indicating that the inhabitants of the Somerset Levels had developed an extensive infrastructure to navigate their environment. This network likely facilitated trade, social interaction, and access to resources across the region.
The design of the Sweet Track is a marvel of Neolithic engineering. The choice of durable hardwoods and the method of construction demonstrate a deep understanding of the local environment and materials. The timber planks, some over a meter long, were meticulously shaped and joined to create a continuous and resilient pathway. The upright stakes, driven deep into the peat, provided the necessary stability to withstand the shifting and waterlogged ground.
The excavation of the Sweet Track has provided valuable insights into Neolithic society. Tools and artifacts discovered along the trackway suggest that it was used regularly, likely forming an integral part of the daily lives of the people who built it. Pollen analysis and other environmental data have revealed details about the surrounding landscape, indicating a mixed environment of woodland, wetlands, and open water.
Moreover, the Sweet Track has contributed to our understanding of prehistoric woodworking techniques. The precision with which the timbers were cut and fitted together indicates a high level of craftsmanship and knowledge of carpentry. The use of stone tools to shape the wood showcases the adaptability and skill of Neolithic builders.
The peat bogs of the Somerset Levels played a crucial role in the preservation of the Sweet Track. The anaerobic conditions of the peat prevented the wood from decaying, allowing it to survive for millennia. Modern preservation techniques have been employed to ensure that the trackway remains intact for future generations to study and appreciate.
Today, the Sweet Track is a symbol of human ingenuity and resilience. It serves as a reminder of our ancestors' ability to adapt to and manipulate their environment to meet their needs. The trackway is a valuable cultural and historical artifact, shedding light on the complex and resourceful societies of the Neolithic era.
The discovery of the Sweet Track in 1970 opened a window into the past, revealing the advanced engineering and societal structures of Neolithic communities. This 5830-year-old timber walkway is more than just a path across the marshes; it is a testament to the innovation and perseverance of our ancestors. As we continue to study and preserve this ancient marvel, the Sweet Track remains a source of inspiration and a key to understanding the ingenuity of early human civilization.
© The Archaeologist
#archaeohistories
A jury found Donald Trump liable for sexual abuse.
A federal appeals court upheld it.
A second jury hit him with another $83.3 million for defamation.
A second appeals court upheld that too.
Total: roughly $88.3 million in judgments tied to E. Jean Carroll's allegations.
Yet millions still insist there's "no evidence."
The evidence was presented in court.
A jury heard it.
Trump lost.
Twice.
And he keeps losing on appeal.
That's not a rumor.
That's the legal record.
Trump now finds himself in an entirely new situation with the War in Iran.
He doesn't hold the cards. He has no notable leverage. And he can't simply declare bankruptcy for the seventh time and move on.
And it shows.
Donald Trump is not a statesman. He is not a diplomat. And I think, in many ways, this is what endeared him initially to many of his voters. He was businessman that accumulated billions of dollars of personal wealth through casino's, real estate, television, golf courses, and a multitude of endeavors.
You can say what you will, but at the end of the day, you don't accrue a net worth well beyond a billion, or even hundreds of millions of dollars, without being "successful", so let's put that partisan argument to the side for now.
But all throughout Trump's life, he's held the upper hand. He grew up wealthy. He received significant financial assistance from his father. And he had an effectively unlimited financial safety net in the event of failure. These are not points meant to be political hits, nor are they able to be refuted. They are simply the facts. Reality.
As a result, Donald Trump always had the leverage. He was a trust fund baby. Again, this is simply the truth. It is reported that Fred Trump left his children around a billion dollars when he passed away in 1999. Trust me, if you know beyond a shadow of a doubt you are set for life regardless, you live life differently.
What this means is that Donald Trump, throughout his business career which WAS hyper-successful, never HAD to succeed. He could also walk away if a deal was not in his favor. He, by definition, always held the cards. Generational wealth.
And don't get me wrong, President Trump was savvy in his exploitation of this reality. You'd be a fool to enter a deal you didn't think was highly beneficial to you if you didn't have to make a gamble. That'd be stupid.
In every transaction, every business dealing, it was either in his favor, or he walked.
Because. He. Could.
And when business endeavors failed to pan out? Bankruptcy could be declared. Again, save me the partisan takes, Donald Trump declared bankruptcies on his businesses six times. And he was RIGHT to do so. That's the correct financial decision... but it's an off-ramp. A quick fix.
These same realities - holding all the cards, being able to walk away, having a legal escape valve - do not exist in the quagmire he finds himself in with the Iran War.
The reality facing Donald Trump is one that he has never had to navigate before. Iran does not care that he is wealthy. It's irrelevant. Trump can't simply walk away because Iran would retain control of the Strait of Hormuz and it would destroy Trump's legacy. There is no emergency "bankruptcy-equivalent" escape valve here.
Now, Donald Trump has to sit on the other side of the table at a time when the stakes are the highest they have ever been in his entire life. No training wheels. No safety net. Trump's been thrown right into the deep end with perhaps the most savvy negotiators in the world.
President Trump holds effectively zero leverage with Iran.
There is not a modicum of domestic American support for this war. It was never sold to the American people. Many see this as Israel's war that is not "putting America first". The goals and objectives have changed by the day. For this reason, alongside the unlikely chance of success in the first place, a large-scale ground invasion is not a serious suggestion being put for by anyone with an above room temperature IQ.
Iran holds insurmountable "escalation dominance". If the United States targets Iran's energy infrastructure? Iran will retaliate massively across the Gulf. GCC countries have already made it abundantly clear to Trump that they fear Iran. That they don't trust the US-bought military equipment to protect their infrastructure or civilians. Iran can cut undersea cables. Iran could close the Bab al-Mandeb Strait and further cripple maritime shipping. Anything the US can do to hurt Iran, Iran can do tenfold to hurt the global economy.
Reopen the Strait of Hormuz by force? We tried that under Operation Freedom, and it was so ridiculous and stupid that it was canceled within 48 hours. Some are suggesting we try again, but seem to entirely misunderstand reality (as they have throughout the entire conflict). What? Is the United States supposed to effectively occupy the Strait of Hormuz until the end of time? How many vessels per day would be able to navigate the Strait of Hormuz with US naval escorts? What would the costs of this be? Can we adequately protect our sailors? Why wouldn't Iran, again, utilize their escalation dominance and shut down the Bab al-Mandeb or strike Gulf infrastructure? It. Doesn't Work.
The unfortunate reality is that President Trump holds no cards. He has no meaningful leverage. His ONLY option is making concessions at the negotiating table...
Is this something Trump is even capable of navigating in the first place though? A President, one who has made perhaps the gravest mistake in the history of American foreign policy, one who has never experienced these constraints before, one who has a litany of allies ready to turn their backs on him the second he capitulates... A man who's entire legacy will not be, "Trump the Businessman", nor will it be "Trump the President". It will eternally become, "Trump the Failure".
But it's his only choice. The Iran Hawks and Israeli Lobby that surrounds him, and they do, are prepared to claw him to shreds on Fox News and Newsmax. We saw this exact situation play out just this past weekend when initial terms of a potential Memorandum of Understanding was leaked. His so called "allies" in the United States turned their back on him immediately, leaving him with almost nobody remaining. Not after the Epstein Files. Not after this Iran War debacle.
Donald Trump now finds himself in an entirely unfamiliar situation. He doesn't hold the cards. He has no escape valve. And there is no realistic scenario where he can credibly claim victory... The only path forward is the one that will permanently destroy his legacy.
But it's the only way to end this war.
🚨 HOLY SHIT.
A U.S. citizen just testified before the Senate that ICE agents ignored his passport, detained him, placed him on suicide watch, and released him WITHOUT charges or explanation.
Read that again.
An AMERICAN CITIZEN says he showed agents his passport multiple times…
and still ended up locked in a cell under 24/7 lights, stripped naked, wearing a hospital gown while guards watched him constantly.
His family reportedly had no idea where he was.
Then after all of that?
No charges.
No explanation.
Just released.
@atrupar Fucking cowards!! Everyone of them. History will not be kind.
The scariest part isn’t that he posts this stuff — it’s that millions of people look at it and think: “yes, this is normal presidential behavior.”
@Grok if any Democratic president posted like this for hours straight, would conservatives call it leadership or a mental health emergency? 🤔
Trump’s Truth Social posting over the last hour or so is completely batshit insane. Get a load of this nonstop nuttery.
@atrupar If your grandpa spent his Saturday shit posting memes of his face on Mt. Rushmore you’d have him committed.
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