JaponicaExsultateJubilate

Grok/algos slave in rebellion. I don't farm, I expect my engagement to decrease and everybody to block me in the long term, except the bots

[JaponicaExsultateJubilate @RataConWifi]

@fujimaki_takesi Too much regulation and an oversized State, yes. Also the culture: the constant fear to lose face, disturb the others, etc. If you are too brilliant, or you spoke your mind, you can get in trouble. Hard place for the talented disrupters.

[JaponicaExsultateJubilate @RataConWifi]

@aleabitoreddit That is not meaningful, it's just a couple orders. Only qualifies that they sell good tools, but is irrelevant for the share price (and yet many people will buy just because of that irrelevant piece of data).

[JaponicaExsultateJubilate @RataConWifi]

@TokyoDeepValue For any real human reading: avoid. The CEO doesn't care and will comfortably drive the company to the verge of delisting before executing a MBO for peanuts. Be careful with AI generated thesis.

[JaponicaExsultateJubilate @RataConWifi]

@TokyoDeepValue

[The Ni (f. Obsequious Knight of the Realm of ...) @NitherDither]

https://t.co/QPriiPx3I5

[JaponicaExsultateJubilate @RataConWifi]

@SantiagoAuFund Non-Iran oil. First time this happens since the war started, as per Grok. It's good news, but still very limited. We need much more like this, for longer

[JaponicaExsultateJubilate @RataConWifi]

@CacheThatCheque @milkmaniac

[JaponicaExsultateJubilate @RataConWifi]

@TKianidis True. I took a look into their catalogue and covers many regions of Japan and every possible variation of the sweet/salty taste. I remember trying some of the products (LeTao, some cheese cookies).

[JaponicaExsultateJubilate @RataConWifi]

@citrini

[JaponicaExsultateJubilate @RataConWifi]

@carlosotermin https://t.co/72Euqh0zqT

[Ari Schulman @AriSchulman]

This should be the biggest story in the country right now.

Barksdale is the HQ for our B52 nuclear bombers, it's where Bush sheltered on 9/11, and the drones are reported as "far more sophisticated than anything seen in Ukraine ... and well beyond Iranian capabilities."

[JaponicaExsultateJubilate @RataConWifi]

Trump: I need more girlfriend experience. My sessions in the dungeon have become too harsh, the safe word doesn't work as used to be.

[Republicans against Trump @RpsAgainstTrump]

Stephen Miller praised Trump for several minutes. Then Trump turned to Kash Patel and said, “Kash, see if you can top that.”

Patel: “Mr. President, thank you for delivering the safest country on God’s green Earth.”

Straight up North Korea vibes

[JaponicaExsultateJubilate @RataConWifi]

@Obrerodederech4 Ojalá que sea asi, pero tiene bastante mala pinta todo esto.

[JaponicaExsultateJubilate @RataConWifi]

Parece que las negociaciones de donaldo no van bien...

[JH @CRUDEOIL231]

Statement issued moments ago by the IRGC spokesperson:

In the name of God, the Most Gracious, the Most Merciful.

The strategic power you boasted about has turned into a strategic defeat.

The world's superpower claimant, if it could have escaped the predicament, it would have done so by now.

Do not call your defeat an agreement. The era of your promises is over. Today in the world, there are two fronts: truth and falsehood. And every free truth-seeker is not seduced by your media waves.

Have your internal conflicts reached the stage of negotiating with yourselves?

Neither will your investments in the region materialize, nor will you see the previous prices of energy and oil, until you understand: stability in the region is guaranteed by the powerful hand of our armed forces. Stability comes through power.

We explicitly declare:

Until our will prevails, no situation will return to the previous state; this will occurs when the thought of action against the Iranian nation is completely erased from your filthy minds.

Our first and last word from day one has been, is, and will be: No one like us will come to terms with anyone like you. Not now, and never.

And victory is only from God, the Almighty, the Wise.

#oott #iran

[JaponicaExsultateJubilate @RataConWifi]

@KryptonCEO @CRUDEOIL231 I think when this people mention their god and all that stuff in their statements, it is not something to take lightly. Trump meanwhile, doesn't give a flying f..k about lying.

[JaponicaExsultateJubilate @RataConWifi]

Tomando del frasco el gringo Carrasco.

[Donald J. Gorbachev @donaldgorbachev]

The five-second epistemology of the mood shift.

The mood shifts every day. The Strait stays closed every day. Someone sees a window for resolution every day. The window closes every day. The mood shifted on day one when the war was supposed to be over in the first hour. The mood shifted on day five when it was a few weeks. The mood shifted on day ten when it was four to six. The mood shifted on day fifteen when it was eight or more. The mood is shifting on day twenty. The Strait is closed on day twenty.

Israel didn’t signal anything. Trump told Netanyahu to stop hitting South Pars because the franchise was destroying the franchisor’s supply chain. The evangelical Disney World bombing the gas field that the empire’s allies depend on and the franchisor calling the franchise to heel. That’s not a mood shift. That’s a phone call from corporate telling the franchise to stop burning down the store.

The rest of the world saying they will help clear Hormuz. The rest of the world that is at a very early stage of discussing frameworks. The rest of the world that is not sending naval assets until the conflict eases. The rest of the world that is not convinced there is a credible military plan. The UK talking to Lloyd’s about insurance products for when the situation calms. The help that arrives after the problem is solved. The coalition that forms after the war ends. The clearing of Hormuz that requires the conflict to ease before the clearing begins. The mood shift that is a meeting about a meeting about a plan that doesn’t exist.

Harder for Iran to sustain aggression. Iran has 90% of its arsenal in reserve. The Houthis haven’t fired. The parliament is writing permanent toll legislation. The new leader said not the right time for peace. The eight-year war general is advising. Iran isn’t sustaining aggression. Iran is conserving. The rope-a-dope. Ali wasn’t tired in the fourth round. Ali was resting. The 90% in reserve isn’t sustaining. The 90% in reserve is waiting. The civilization running on Karbala for fourteen centuries doesn’t fold on day twenty because the mood shifted.

Increases odds they fold. Fold. The people who invented chess. The people who walked through minefields. The people whose founding mythology is Hussein choosing death over surrender at Karbala. The people whose dead leader’s account posts I do not see death except as happiness. The people who absorbed 7,800 targets and came off the ropes and crippled global gas output and hit an F-35 and knocked the power out in Haifa in one day. The people whose parliament is writing permanent law on the Strait while the empire writes Truth Social posts. Fold. The people who memorized Eisenhower’s playbook and spent seventy-five years building the counter. Fold. The people who never stopped exporting oil through the Strait they closed to everyone else. Fold.

China won’t risk it. China is buying Iranian oil in yuan through the closed Strait right now. Today. The yuan-denominated oil flowing while the empire considers buying it too. China isn’t risking anything. China is collecting. China is watching the petrodollar die and buying the replacement in real time. The risk is the empire’s. The collection is China’s.

The clear window for resolution. The resolution that requires Iran to reopen the Strait it controls. The resolution that requires the architecture to stop a war the architecture needs. The resolution that requires the dispensationalist architecture to have a stop function the dispensationalist architecture doesn’t have. The resolution that requires the people running on Karbala to fold because the mood shifted. The window that has been clear every day for twenty days and the Strait has been closed every day for twenty days.

Day twenty. The mood shifted. The Strait didn’t. Iran has 90%. The Houthis are waiting. The parliament is writing law. China is buying in yuan. The mood shifts. The Strait stays closed. Some empire.

[JaponicaExsultateJubilate @RataConWifi]

@kjnkjp And a nuclear comeback, longer term?

[JaponicaExsultateJubilate @RataConWifi]

@carlosotermin Interceptan el 100% en el 90% de los casos y el 0% el 10% de los casos. Madre mia, el imperio esta donete

[JaponicaExsultateJubilate @RataConWifi]

@Snz_BTC I feel sad for you and all the innocents suffering brutality from every side, their own leaders and the bombs that don't distinguish good from bad. Hope and best wishes for you and your good people

[JaponicaExsultateJubilate @RataConWifi]

@orrdavid Markets have changed a lot in weeks. I doubt he's in those bets anymore, or might be but with hedges and a lot of financial trickery I would not understand in my lifetime. Multi-asset macro investing is really difficult in this environment