Finance

I’m Still Here.

[Intelschizo @Schizointel]

Oh but it gets even better. They're furious with the United States for importing 22 times less energy than they themselves are importing from Russia and they're so furious that Greek tankers are transporting the Russian diesel to the United States because they want a slice of deal don't pay attention to that though they put out a strongly worded letter.

[✙ Constantine ✙ @Teoyaomiquu]

It's obvious that the US administration has zero understanding of what's going on.

They honestly think that Russia has a legitimate claim to Ukrainian land. But at the same time, they don't understand that Russians give zero fucks about the remaining 11% of Donbas. They want full control over Ukraine's political life. So it's either occupation or the installation of a Russian proxy government.

So the Americans come to Ukraine and say, "You have to give up Donbas, and Russia will stop. That's what they want."

Russia tells them, "Yes, that's exactly what we want."

But the Russians don't give a fuck about Donbas alone. They want to take it without giving anything in return, continue the war, and make the Americans look stupid.

The Americans don't understand this, so they pressure the Ukrainians: "Take the deal."

Ukraine says, "We aren't stupid. If we're going to give something up, we need something in return. A security guarantee."

The Americans go back to the Russians and say, "Well, they've agreed. We just have to give them security guarantees."

The Russians say, "No way in the world."

The Americans go back to Ukraine and say, "Well, they don't agree. Let's just try giving them Donbas. If it doesn't work, we'll continue with what we have."

Ukraine says, "Well, no. Let's work with what we have. If you want to cut off intelligence sharing and Starlink, do it. But we will publicly state that you cut off services we're paying for."

The Russians come up with an idea to cut Starlink and blame Ukraine for it.

The Americans restrict Starlink speeds and intelligence sharing. They halt sales of air-defense missiles.

More Ukrainians start dying because of this. The front line becomes much harder to hold.

The US comes back and says, "See? Just give up Donbas. Russia won't attack."

Ukraine says, "If they won't attack, give us a security guarantee."

Trump says, "No."

Ukrainians keep dying. Trump keeps the pressure up.

[Finance @PerceptionMoney]

I support bringing down the Ayatollah.
I also support our gov being honest about costs and what the hell is going on with our assets and troops.

[Aaron Parnas @AaronParnas]

EXCLUSIVE: U.S. troops told us what the Pentagon hasn’t: destroyed aircraft, bombed barracks, families left behind in Bahrain, troops digging their own foxholes.

Never-before-seen photos and video from the Middle East. My latest with @MeidasTouch and @ValorMediaNet: https://t.co/D7pQIO7AQK

[Asian Kosher Cowboy 🇮🇱🇺🇸 @0321K9]

An Israeli rabbi at my synagogue asked me why the Chicago Bulls logo looks like a robot reading from a Torah scroll when you flip it upside down…

…I can’t unsee it now.

[NEXTA @nexta_tv]

🤡 Trump administration finds a way to remove some Russian shadow fleet tankers from sanctions without formally lifting them — Bloomberg

US Energy Secretary Chris Wright said Washington is allowing sanctioned tankers to be sold to new owners, who would then be able to use them for legitimate oil shipments.

According to Wright, around 1,600 vessels are currently under sanctions. The initiative could bring dozens or even hundreds of tankers back into the legitimate shipping market, helping reduce transportation costs.

Wright rejected the suggestion that the US is effectively lifting sanctions. He explained that under their new owners, the vessels would no longer transport sanctioned oil.

“We’ll move some ships from what I call the ‘bad guys’ fleet to the ‘good guys’ fleet,” the secretary said.

How convenient: yesterday a tanker was “bad,” today it has a new owner — and suddenly it's “good.”

[✙ Constantine ✙ @Teoyaomiquu]

Trump is getting a very bad precedent with American hostages held by russia.

It literally rewards russia taking more and more of them.

[Finance @PerceptionMoney]

@AnnLLarson Why are you surprised?
This has been going on for years in private credit. When it became clear private credit was leveraged to the AI data center buildout, it meant their investors (big institutions) were getting leveraged.

[Boring_Business @BoringBiz_]

Private equity firms adding value to their portfolio companies

[Robin Brooks @robin_j_brooks]

Meloni's strong condemnation of the US diesel deal with Russia would carry more weight if Italian exporters weren't falling over themselves transshipping goods to Russia. Europe is all about big speeches and virtue signaling. It's all just empty words...
https://t.co/Yh9l6rDyxO

[Dilan Esper @dilanesper]

I think a lot of people with El-Sayed's views have no idea how much actual intelligence we get from Israel. And he also underrates how just the fact that Israel is a successful state and many other states in the region are failures matters here.

[Robin Brooks @robin_j_brooks]

Italy's exports to Russia never fell after 2022. That's because the drop in direct exports to Russia (blue) is offset by stuff going to Russia via 3rd countries (gray). You can do this kind of thing, but don't ask to be taken seriously by Putin or Trump...
https://t.co/Yh9l6rDyxO

[Mossad Animal Trainer @Mossadanimals]

It’s almost like we are not the problem or something

[Finance @PerceptionMoney]

@CristianDoroba3 Ronald Reagan is rolling in his grave.
Hell, Richard Nixon, too.

[✙ Constantine ✙ @Teoyaomiquu]

russia has run into serious problems with its offensive in Donbas, where its forces have become bogged down.

One of the main reasons was that russian logistics had been crippled by Ukrainian drone strikes. This campaign depended heavily on Starlink terminals operating on high-speed Ukrainian drones.

russian military command identified this as a critical problem and approached the American side, asking it to restrict the speeds at which Starlink terminals could operate.

The argument was simple: there would be little public backlash because the US could still claim that Starlink was operational and that the service was still being provided.

The Trump administration agreed to the restrictions, effectively solving a critical battlefield problem for Russia.

As a result, russian logistics in Donbas are now safer, and Ukraine has lost an important advantage on the battlefield.

[Eyal Yakoby @EYakoby]

BREAKING: Migrants are now rioting throughout Italy.

It looks like a literal war zone.

[Finance @PerceptionMoney]

@badgal_ari @BurgerKing9757 @interstatejuche 1) manager incompetence is real
2) if HR were competent they would push back on this (which you see in known competent recruitment, eg ultra-high-end executive search firms push back on unreasonable expectations all the time)

[✙ Constantine ✙ @Teoyaomiquu]

The deal being proposed to Ukraine right now is that it withdraws from Donbas and sanctions are lifted on russia in exchange for russia promising not to advance any further.

Ukraine gets peace. So Ukraine said, OK, but let's establish guarantees that russia won't advance any further immediately without stopping.

The Trump administration refused to provide any, and russia said it wouldn't allow foreign troops to be present on the new line, no foreign country agreed to provide any either.

In 1994, Ukraine gave up its nuclear weapons in exchange for security assurances regarding its territorial integrity from russia, the UK, and the USA.

Today, the main argument used to justify russia's violation of those assurances and the USA's refusal to help Ukraine is that the 1994 Budapest Memorandum wasn't legally binding, just like russia's promise today not to attack any further.

So underneath the shiny peace proposal is nothing but a gift to russia and the conditions for the war to continue.

[Deborah Corso @ViadelCorso2266]

Once again the brilliant investigative journalism from @AsraNomani reveals the silent hands orchestrating, financing, inciting the heartbreaking political violence and destruction in France.

[Finance @PerceptionMoney]

@Mossadanimals From the Seine to the Mediterranean!

[Finance @PerceptionMoney]

Doing this, at all, both eliminates the attractiveness of PURL and eliminates the desirability of foreign purchases of US weapons.

Even for those who don’t share my pro-Ukraine views, it is awful for the future of the large, high-employment, American weapons industry.

[Branislav Slantchev @slantchev]

After nearly two years of trying to assist Putin covertly but with the Russians not only proving unable to conquer the rest of Donetsk but actually losing territory there this year, Trump has switched to direct open support for Moscow.

The administration is now delaying deliveries of Patriots purchased under PURL.