SILVERSHARK

Change agent

[Michael Gogel @mgogel]

I have capacity to advise up to two people or companies.

I’ll share my market framework, macro outlook, expected timelines for major events, where I believe capital is likely to flow, which assets I think are positioned to outperform or underperform, and how I’m thinking about everything from inflation and monetary policy to AI, crypto, equities, and global markets.

Ask me anything—from broad macro to specific assets or scenarios, and I’ll explain not just what I think, but why.

This is my side hustle and a passion of mine. I’m not a trader, I focus on forecasting, macro analysis, and developing market frameworks. If my perspective proves useful, that’s the value I aim to provide.

Independent, non-professional market commentary from someone who spends an unusual amount of time thinking about macro, markets, and technology.

Thank you for your consideration.

MG

[SILVERSHARK @Recce562]

@mgogel Curious to know about your testes🙃? Where's this going

[SILVERSHARK @Recce562]

@mgogel Happy belated Mike, sry I missed the day, life has me by the horns as usual. Always inspired by your thoughts and unique posts, keep the faith.

[SILVERSHARK @Recce562]

@mgogel Saw this yesterday and was thinking of you, believe it or not

[Josh Mullins @ETFbreakouts]

Biotechs $XBI $IBB have overtaken Semis $SMH in Stockbees momenutm indicators! Semis have led this since beginning of April!

[THE SHORT BEAR @TheShortBear]

Biotech index continuing higher.

$IBB

[H @IfeanyiEmm34386]

Me after teaching my dog to come home every time i sell him:

[unusual_whales @unusual_whales]

Sam Bankman-Fried’s pardon bid faces bipartisan pushback in Congress, with both sides saying: ‘Keep him locked up,' per FORTUNE

[IT Guy @T3chFalcon]

the most powerful cyberweapon ever built was discovered because computers in Iran kept rebooting for no reason.

In an office in Tehran, computers kept crashing, a local IT guy who couldn't figure it out called a friend.

his friend was Sergey Ulasen. a programmer at a small Belarusian antivirus company called VirusBlokAda. he was at a wedding reception when the call came in.

he spent the evening reverse engineering malware.

what he found:

a worm that used four zero days simultaneously. The security community had never seen more than one in a single attack. it spread via USB drives with no user interaction. It was signed with stolen certificates from real companies, so every security tool trusted it completely.

But it wasn't stealing data. it was looking for one thing:

Siemens centrifuges running at frequencies between 807Hz and 1210Hz.

Iran's uranium enrichment centrifuges at Natanz ran at exactly those frequencies.

The worm would watch them for 13 days. then make them spin too fast. then too slow. while telling the monitors everything was fine.

The centrifuges destroyed themselves from the inside while operators watched normal readings on their screens.

An estimated 1,000 centrifuges were destroyed. Iran's nuclear program set back by years.

It had been running undetected since at least 2009. Then a new variant spread wider than intended. reached the internet. The secret leaked out of Natanz the same way it got in.

a USB drive.

[Terrible Maps @TerribleMaps]

All the countries that have won the World Cup fall into this triangle

[Ihtesham Ali @ihtesham2005]

A Columbia psychologist proved that the moment your brain knows it can Google something, it quietly refuses to remember it.

She ran four experiments to be sure. It happened every time.

Her name is Betsy Sparrow.

She runs a research lab in the Department of Psychology at Columbia, and the paper that closed the argument was published in the journal Science in July 2011, with two co-authors, Jenny Liu at the University of Wisconsin-Madison and Daniel Wegner at Harvard.

The finding is brutal enough that it should have changed how we think about the internet itself.

The first experiment was simple. She asked participants to answer a series of difficult trivia questions, then immediately gave them a modified Stroop task where they had to name the color of a word on a screen as quickly as possible.

The words were a mix of everyday objects and technology terms like Google and screen. Every participant slowed down measurably when the tech words appeared, but only after they had been struggling with the trivia. The harder the question they had just failed, the slower they were to read past the word Google.

Their brains had quietly reached for the search bar before the question was even finished.

The second experiment is the one that should genuinely change how you live. She gave participants 40 trivia statements to type into a computer, things like "an ostrich's eye is bigger than its brain."

Half the participants were told the computer would save their work and they could come back to it later. The other half were told the computer would erase everything the moment they finished. Then she tested both groups on how much they remembered.

The group that believed the information had been saved remembered significantly less than the group that believed it had been erased. Same statements, same typing task, same amount of time spent reading each fact, and one group simply forgot more of it because they knew they would not need it later. The brain had quietly decided that storage was someone else's job.

The third experiment pushed the finding even further. Participants were told their typed statements would be saved into specific folders on the computer, with names like Facts or Data.

When tested afterwards, the participants remembered the folder locations significantly better than they remembered the actual statements themselves. They could not tell you that an ostrich's eye is bigger than its brain, but they could tell you exactly which folder you would find that fact in if you went looking for it.

Their memory had reorganized itself in real time around where to find the information, not what the information was.

The fourth experiment confirmed the entire pattern with 34 Columbia undergraduates and a recognition test designed to rule out every other explanation. The result held. People remembered where to find the answer better than they remembered the answer.

Sparrow called this transactive memory, which is a concept her co-author Daniel Wegner had introduced decades earlier to describe how married couples and close colleagues quietly outsource parts of their memory to each other.

You do not need to remember your spouse's mother's birthday if your spouse remembers it. You do not need to remember a complicated client's preferences if your colleague does. The brain treats trusted external sources as extensions of its own memory and reallocates effort accordingly.

What Sparrow showed was that the human brain has done the same thing with the internet now. Google is not the tool you go to when your memory fails. It’s been upgraded to a permanent member of your cognitive team. Your brain just stopped doing the work silently when that happened.

The implication is what should scare anyone who has grown up with a search engine in their pocket. Every fact you’ve looked up in the last 15 years that seemed easy to look up again was processed by your brain at a shallower level than it would have been processed before search engines.

You didn't learn it the way your parents learned stuff. You discover where it lives. The address was written into long-term storage. The stuff went into some sort of cognitive holding area that gets emptied the instant your brain confirms the address is still working.

This is not a moral failing, Brains have always done that with reliable external memory.

The same mechanism that allows you to forget your spouse's phone number because you have it saved in your phone is the same mechanism that allows you to forget almost everything you read on the internet.

Your brain is doing exactly what it was designed to do . Save effort where effort can safely be saved .

The thing is, the more you outsource, the less you have inside. The more a brain has learned where to find information , not what the information is , over 15 years , the more it becomes dependent on the external system that contains the actual content .

The moment the system goes down, the moment you can't search, the moment you have to reason out a problem from raw memory alone, the gap between what you know and what you can access becomes painfully apparent.

The answer is uncomfortable and it’s the same answer that worked before search engines existed. You have to deliberately learn things you could easily look up, but which you don't, not because looking up is hard, but because the looking up is what builds the part of you that can actually think without a phone in your hand.

Your brain is not worse than your parents brain.

it simply stopped storing the things it used to store because someone else volunteered to do it for free.

[Financelot @FinanceLancelot]

Oil is sniffing out Trump's fake DRAFT "Memorandum of Understanding" with Iran.

The Strait of Hormuz is still not open.

[Massimo @Rainmaker1973]

This account has been destroyed by the demonetization and by the public execution explained below, reserved for me only.

This account cannot reach its followers, therefore there's no way some of them decide to support it by subscribing.

In some months (from 4 to 6), if this situation persists, I'll leave this platform.

I'm still posting AS I ALWAYS DID, and this demonstrates I was demonetized upon improvised rules applied to my case ONLY while hundreds or thousands of dear "aggregators" still upload, use fake watermarks and are still monetized.

I'm still posting as AS I ALWAYS DID and I added new posts for subcribers only, many more vs the previous periods.

This account needs support, but given what above, it won't come, and as a consequence, my activity has a countdown, now.

Thanks to the ones who are still subscribing, this message is manly for them.

[zerohedge @zerohedge]

*SPACEX SHARES INDICATED TO OPEN 29% ABOVE IPO PRICE IN DEBUT

[🪩🎲🍒 @expired_grl]

maybe your cat is meowing bc it wants a cigarette

[Doug Finke @dfinke]

True

[Michael Gogel @mgogel]

How old should an Agent be? Is every Agent dot md de facto an adult? Is being an adult 13 or 16 in the agentic and world of artificial intelligence?

If sixteen is now becoming the legal threshold for social network access in many countries, and thirteen remains the lower

[🜌🜈🜓 @D4rk_n3ws]

Not coincidental at all.

The weaponization of religion leads to the downfall and collapse of the United States.

Are you sure the ones you’re worshiping are Christian? If they have dual citizenship, you can bet they practice a religion far beyond what you can currently perceive.

They didn’t need project blue beam to make you believe jesus was real you got caught up in that distraction.

They knew what the baphomet was and you do too. That’s who’s been siphoning the prayer you’re sending out in “the blood of Jesus Christ.”

They told you everything you ever needed to know and you didn’t pay attention. This cycle ends.

Whatever happens when that time comes, most of you won’t even be here to experience it. How long will your books entertain you when the electricity no longer works?

When the blackouts start, the culling games begin, and you won’t see any of it. Be ready. Be very far away from the United States.

Get out by 2028.

[Grummz @Grummz]

So X pulls 35 posts at a time and bumps you if you appear more than once.

Reading the replies, the most interesting suggestions are:

a) Some form of engagement detection, so that if you engage with the post, it won't filter that poster for your next batch.

b) Some sort of snooze button. Zero account penalty, but temp mutes the poster.

I'd like to suggest one more thing, don't move the post. Put a "tweet storm" or "X storm" icon next to the initial post and let users expand it to see all of the ones in that 35 batch. That way they don't take up a full slot, and you can combine it with (a) above as an engagement signal.