Dunning Kruger Kakistocracy Quiffs

This is an unserious, decadent country populated by unserious people and we get what we deserve.

[Dunning Kruger Kakistocracy Quiffs @dickeemunn]

@RudyHavenstein Rudy nailing the theme as usual.

[Ben Ferraro @BenFerraro]

@SubwayTakes @lararicote Pascal's Wager isn't really belief. Its just an agnostic's philosophy with more sunday morning obligations.

[Dunning Kruger Kakistocracy Quiffs @dickeemunn]

@Rory_Johnston I see that, nicely played.

[Dunning Kruger Kakistocracy Quiffs @dickeemunn]

@Tweet4AnnaNAFO Welcome back again, always great to see your roundup.

[TSCS @SCapStrategist]

Holy shit. This is 100 pages long. It’s the entire oil midstream.

I won’t be coy. This is the most important oil piece we’ve produced. It took a while. Collaboration with @jackprandelli.

It covers what a barrel actually costs to move, who owns every link in the chain, how the benchmarks are manufactured, why insurance reprices a war instantly, and who really made the money in 2026.

Then we created the strongest bear cases we could build against ourselves, with dates and tripwires.

Everyone is trading oil this month. Almost nobody can tell you how it works. That ends today.

https://t.co/9iiCCHEqDs

[Robert Reich @RBReich]

The grasshopper gets it — divide and conquer. Today's oligarchs use the same playbook. But together, we have all the power.

Watch.

[Dunning Kruger Kakistocracy Quiffs @dickeemunn]

@aidnmclaughlin @JoeSquawk Is no more a qualified anchor than I am a Bulgarian gymnast. He’s nothing by a Cheetoh sycophant but most US media is incapable of asking legit questions, just like analysts lobbing balls at CEOs to ensure they have some access. Shameful.

[Ed Zitron @edzitron]

Here's my full interview with CNBC, covering my bear case against generative AI, OpenAI's questionable finances, AI's lack of ROI, and how all of this is a symptom of the tech industry running out of hypergrowth ideas.

It's great to see the mainstream media discussing this.

[Dunning Kruger Kakistocracy Quiffs @dickeemunn]

@Tweet4AnnaNAFO Great to have you back.

[Dunning Kruger Kakistocracy Quiffs @dickeemunn]

Now that @PrimeVideo Is unwatchable with the #enshittification ads, every ad is another boycott @McDonaldsCanada @IKEACanada

[Ed Zitron @edzitron]

Needed to pull out an important part of the interview.

AI is often justified by comparing it to Amazon Web Services' ($57bn) or Uber's ($32bn) losses, when its costs/losses are hundreds of billions of dollars worse.

There'll also be little useful infrastructure left behind.

[Dunning Kruger Kakistocracy Quiffs @dickeemunn]

@anasalhajji Raining so hard up here there’s little risk and the evac notice is cancelled, no fire issue for at least 30 days.

[Qasem Al-Ali @AlaliQasem]

Brent down 17% in May.

The market is pricing in a deal.

But no deal is signed.
Trump hasn’t approved.
Iran said nothing is final.
Hormuz still blocked.

The physical market doesn’t care about hope.

It cares about barrels. 🛢️

Here’s what the data actually says 🧵👇

[. @deityofnightt]

l've never seen anything more accurate

[Dunning Kruger Kakistocracy Quiffs @dickeemunn]

@Peter_Atwater Can’t get enough responses starting with “Look…” like Fox News douche.

[DaBao @DaBao_]

I’m a fan of antifragile companies. It's great if you can find them trading at a discount.

Sinmag (1580) is a bakery machine manufacturer currently trading at an EV/EBIT under 4.7x. A 🧵:

[Democrats Abroad @DemsAbroad]

@RBReich @GemoFehr

[Dunning Kruger Kakistocracy Quiffs @dickeemunn]

@runnel Excellent 3 lubed fingers @McKinsey insert, it's a keeper.

[Dunning Kruger Kakistocracy Quiffs @dickeemunn]

@Knibbs What do you see @edzitron ?