Andrew M. Keller

Macro Analyst/Consultant

[Super 70s Sports @Super70sSports]

If you don’t remember Tonka in the 70s, let me assure you this Winnebago was made with the same shit as real Winnebagos. That motherfucker is roadworthy.

[Hidden History @HiddenHistoryYT]

In 1945 the USS Indianapolis secretly delivered the parts for the atomic bomb that would hit Hiroshima.

Days later, mission done, a Japanese submarine put two torpedoes into her. She sank in 12 minutes.

Nearly 900 men made it off the ship alive and into the open ocean. Then it got worse.

No one knew they were missing. Three separate Navy stations picked up the distress signals and every one of them ignored it. One officer thought it was a Japanese trap. Another had ordered not to be disturbed.

So the men floated. For almost five days. No food, no fresh water, burning by day and freezing at night. Some drank seawater and went insane. And the whole time, the sharks were circling and feeding. It is considered the worst shark attack in human history.

When rescue finally came by accident, only 316 of the nearly 1,200 crew were still alive.

The Navy needed someone to blame for the disaster. They chose Captain Charles McVay, one of the men who survived it. He became the only U.S. captain in the entire war to be court-martialed for losing his ship to the enemy.

At his trial the Navy did something almost unheard of. They brought in the Japanese commander who sank the ship to testify against him. Instead, the enemy captain told the court that zigzagging would have made no difference and that McVay did nothing wrong.

They convicted him anyway.

For years afterward McVay got hate mail from the families of the dead. Some sent letters every Christmas telling him he murdered their sons. In 1968 he walked onto his front lawn and shot himself, holding a toy sailor he had kept since he was a boy.

Case closed. For fifty years.

Then in 1996 an 11-year-old named Hunter Scott watched Jaws with his dad and got hooked on the 30 second speech about the Indianapolis. He made it his sixth grade history project.

He tracked down and interviewed nearly 150 survivors. He dug through more than 800 documents. And buried in there he found what the Navy had left out, including that they knew enemy subs were operating right on the ship's route and never warned McVay.

A kid's school project turned into a national story. It reached Congress. In 2000 lawmakers passed a resolution clearing McVay's name and President Clinton signed it. The Navy officially cleared his record in 2001.

The captain the Navy spent decades blaming was finally exonerated by a sixth grader.

Hunter Scott grew up and became a naval flight officer.

[The_Real_Fly @The_Real_Fly]

MORON

[Quantіan @quantian1]

In 2001, Nvidia CTO Curtis Priem owned 8.3% of the company, more than Jensen Huang. When he retired, he gifted most of his shares to his alma mater, Rensselaer Polytechnic, who sold it.

Today, those shares would be worth $450 bn, or as much as the top 25 endowments combined.

[Clay Travis @ClayTravis]

It’s insane how the only racial violence the media really covers is white on black, which is statistically almost nonexistent.

[Andrew M. Keller @AMKELLERNY]

"But I figure most of the stores pay staffers to gather the carts, so if you don't put it in the right place, you're helping keep someone employed" This is the truth. Was that guy in high school. Everyone who gets fired up about it today is posturing on social media and has never done the job. Just turning it into some class warfare issue. Joke. Leave the carts, employ the cart retrievers.

[@amuse @amuse]

IRAN: Why is Zohran Mamdani's team trying to meet with the Iranians in the middle of a war? A NYC official secretly scheduled a sit-down with Iran's UN ambassador, until the Trump State Department shut it down. Ana María Archila, a Colombian national, has no business running her own Iran diplomacy.

h/t @americasgreat

[Yappenheimer @gring01234]

Norway is a great case study for immigration because they track everything on race, background etc.

Using 2024 data; Norway has a foreign population of 1,152,000~ people or (20.8% of their population). The majority of these people are from Europe, but around 400,000~ are from the Middle East and Africa.

Social welfare:
72% of all state social welfare/assistance goes towards immigrants, 86% of which was paid to immigrants from Asia (Middle East, pakistan, india) and Africa, 6% to european immigrants.

Health:
Immigrants represented 90% of the annual cases of tuberculosis, 60% of the annual HIV cases and 96% of the annual Hepatitis B cases.

Crime
Immigrants make up 30% of all annual imprisonments.
Immigrants make up 47% of all cases of perpetrators have murdered their partner.
Immigrants made up 47% of cases involving domestic violence to children.

Fiscal effects
The cost of each immigrant to the Norwegian economy by what they take vs what they contribute;

Somalian: $-927,351 USD each (43,200 Somalis in Norway)
Indian: $-164,862 USD each (19,200 indians in Norway)
Pakistani: $-525,555 USD each (38,600 pakistanis in Norway)

Im really not seeing the strength here, maybe it really is all just about the food?

#auspol

[Señor Golgi @SenorGolgi]

@Strategy @saylor I can smell the desperation from here

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

The S&P put/call skew just collapsed to 0.71. Not a low. The lowest reading on record.

The 10-year average is 12. The 2020 panic peaked at 34. We're at 0.71.

What this measures: how much investors pay to protect against a crash versus betting on a rally. At 0.71, crash protection is essentially free. Nobody wants it.

Think about what that means. After two years of gains, at record concentration, with households at record equity exposure, the options market has priced hedging like insurance on a house that cannot burn.

History's lesson is consistent: markets don't crash when everyone fears a crash. Fear is the hedge. This chart says the hedge is gone.

Nobody buys insurance at the top.

That's what makes it the top?

[Elon Musk @elonmusk]

True

[Dr. Eli David @DrEliDavid]

UN prediction in 1989:
“Entire nations could be wiped off the face of the Earth by rising sea levels if global warming trend is not reversed by the year 2000.”
🤡

[Murray Hill Guy @MurrayHillGuy1]

>be Haaland
>born in Leeds because dad was playing Prem ball
>raised in Bryne, Norway, population: sheep and left-footed missiles
>15 years old playing for Bryne’s first team
>doesn’t score once
>Norway says whatever
>Molde buys him
>Ole Gunnar Solskjaer coaches him
>scores 4 goals in 21 minutes
>Red Bull Salzburg buys him
>scores 8 goals in ONE U20 World Cup game
>Dortmund buys him
>hat trick in 23 minutes on debut
>Man City buys him
>36 Prem goals first season
>wins the Treble immediately
>dates Isabel Haugseng Johansen
>hometown supermodel, no IG thirst trap nonsense
>not married tho
>just scores goals and drinks milk like a haunted Viking
>shows up to USA World Cup
>every 9-year-old in Dallas has his jersey
>every divorced mom in Miami suddenly “loves Norway”
>Brazil gets sent home by a guy who looks like he was built by IKEA and steroids
>England next
>it’s coming home?
>no it’s going to Bryne
>future goat

[Andrew M. Keller @AMKELLERNY]

@thegilty @GerritRitt @MaryAnnAhernNBC @ChicagoBears Parades? Lake Forest? I think not!

[Dave Portnoy @stoolpresidente]

I told you @BarstoolBigCat Please credit Davey Pitch

[Cynical Publius @CynicalPublius]

Look, I'm just going to say something that we all know is true.

I'm certain someone will offer some obscure example as an anecdotal rebuttal, but what I am about to say is so true that deep down every one of us must acknowledge its validity.

Here goes:

Democrats and NeverTrumpers are grotesquely unhappy that the vast majority of Americans are unabashedly, openly and without reservation celebrating America's greatness and its 250th Birthday.

Even to you sourpuss Marxist and/or credentialist losers who pretend to be patriotic only when you possess power, Happy Independence Day!🫡🎆🇺🇸

[SemiAnalysis @SemiAnalysis_]

One of the most underappreciated ways to play the AI semiconductor buildout may be through materials rather than chips themselves.

As the industry races to produce more advanced semiconductors, demand isn’t just rising for GPUs and wafer fab equipment, it’s rising for the critical materials that make modern chips possible. (1/6)🧵