Niko

[Zack @Asmongold]

Banned for an entire week because I said I don't give a fuck about the opinions of illiterate third worlders.

Would someone be banned for saying they don't care about what an American's opinion is on the Middle East?

Of course not

Blatant double standard, I didn't break ToS

[James E. Thorne @DrJStrategy]

Bessent Is Not Reacting. He Is Forcing Bretton Woods 2.0, and getting out in front.

Bessent is emerging as the most consequential Treasury Secretary since Alexander Hamilton and much of the policy establishment still does not see it. This is not a random turn in markets. It is the long-delayed reckoning for decades of excess leverage, central bank overreach, and willful policy blindness.

The roadmap was written in Japan. Postwar growth, fueled by mercantilism and Bank of Japan-directed credit, was supercharged through window guidance and artificially suppressed rates. The result was predictable: a historic asset bubble followed by collapse.

What came next, zero rates, quantitative easing, and a permanent liquidity trap, was not bad luck. It was the logical endpoint of sustained market distortion. U.S. policymakers studied it, then repeated it after the Global Financial Crisis.

The United States drifted into its own version of secular stagnation. Now, that era is ending. Supply-side reform, deregulation, and pro-growth tax policy, set in motion under Trump, are colliding with a repricing of capital and the return of private markets as the arbiter of credit and interest rates.

The reality is unavoidable: the global economy is buried in debt. It cannot function with structurally high rates. Rates must come down, not to stimulate excess, but to allow the real economy to breathe again.

Enter Bessent. What he is executing, alongside the Federal Reserve, is not traditional yield curve control—it is strategic control of the long end. The 10-year yield is the fulcrum of the global system. This is not volatility. It is policy.

And it carries real risk: the rise in long-end yields and the yen’s devaluation are fault lines. The lessons of LTCM remain as relevant as ever. Bessent is getting out in front .

The Keynesian response is predictable, hand-wringing over Treasury-Fed coordination. But this critique rests on a false premise: that the Federal Reserve should operate in isolation from elected leadership and national economic strategy. It never has. It never will.

Bessent is moving with intent: cutting off the IRGC’s financial lifelines while managing the unwind of the yen carry trade. These are not isolated developments. They are coordinated moves to unwind distortions decades in the making.

This is Bretton Woods 2.0, not just a financial system, but a strategic one. Rules matter. Standards matter. The Clarity Act is not a side issue; it is a signal. The United States is writing the rules for the next era of capital formation, digital assets, and financial power. That some, particularly on the Warren left, fail to grasp this is not surprising, but it is consequential.

Bessent is not reacting to markets. He is disciplining them and in the process, redefining the system itself.

[The White House @WhiteHouse]

The truth.

https://t.co/nWMBrHOpHH 👀

[Chamath Palihapitiya @chamath]

Marijuana is disgusting. Regular use is a one way door to becoming a retard and a loser.

Go out. Have a glass of wine. Be social. Get some sun. Take an uber. Fin.

[Politics UK @PolitlcsUK]

🚨 NEW: Teenagers claiming PIP for anxiety are receiving £100 more a week than those working the maximum hours in a minimum wage part-time job

[Alexander @alexanderrX_]

This is cool but have you seen our new No10 North?

[Landeur 🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Landeur]

This will sound incomprehensible to many people, but this could have been Britain.

We could easily have become leaders in AI and space if we wished to.

Instead we built an international welfare state.

[Disclose.tv @disclosetv]

NEW - Only 6% of people in the UK would volunteer to fight for the country in the face of an "imminent" invasion, according to polling from yougov — Sky

[Director Michael Kratsios @mkratsios47]

We have information that Moonshot AI distilled Anthropic’s Fable for the development of its K3 model.

To do this they developed a sophisticated internal platform to conduct large scale distillation against U.S. models, allowing them to quickly switch between multiple methods of access to avoid detection. Moonshot AI has also acquired GB300-equipped servers and has accessed GB300s in Thailand, likely to train its AI models.

The United States strongly supports the free and fair development of AI, including a thriving competitive ecosystem that spans frontier models, specialized systems, open-source frameworks, and open-weight models. Legitimate AI distillation used to create smaller, more efficient models plays a vital role in this open innovation ecosystem. However, large-scale, covert industrial distillation aimed at stealing proprietary U.S. technology and undermining American research is unacceptable.

[Matthias Schmidt @eurofounder]

While on a plane to Europe from America I witnessed something completely absurd

Before take off, the pilot came on the speaker

"Ladies and gentlemen, we have a retired veteran member of our US armed forces with us today"

The entire cabin stood up and started clapping

I looked around with disgust, and rolled my eyes

The grandmother next to me tapped my arm

"Why are you not standing? We celebrate our heroes here in America"

I chuckled

"I paid for this seat, I intend to use it. Besides, I don't see any reason to join this circus" I said

"He served our country, show some respect" she hissed

"Good for him. But in Europe we do not applaud people for holding a gun" I replied

She didn't say another word

This is exactly why Europeans think America is a ridiculous country

[@amuse @amuse]

SPORTSBALL: The black players targeting Caitlin Clark are being protected by WMBA referees.

[Polymarket @Polymarket]

JUST IN: Marco Rubio accuses Iran & Cuba of directly aiding Antifa.

[Pete Hegseth @PeteHegseth]

The flyovers will continue until morale improves.

[@jason @Jason]

Congratulations to the California Socialist Commie lunatics for driving ANOTHER amazing American company to Texas!!!!!

New York and California are in a competition to drive business out of the state… keep going @GavinNewsom @GovKathyHochul !!!! 😂😂😂😂

Socialism Forever!!!

[RAW EGG NATIONALIST @Babygravy9]

There’s this one thing the US could do though.

[RAW EGG NATIONALIST @Babygravy9]

There’s something called “suspension of disbelief” and it’s necessary for any narrative to be successful, whether it’s a book or a film. One of the strongest professions of faith in the Middle Ages was the “credo quia absurdum est”—“I believe it because it is absurd.” According to this formula, absurdity—the sheer incomprehensibility of something—is actually what makes it (i.e. religion) worth believing. Indeed, it is a test of faith that you can suspend your disbelief and surrender to absurdity and God’s incomprehensible plan.

If you want to understand ideology and tyranny today, this is something you have to grasp. You are forced on a daily basis to believe things that are absurd. This is a test. Diversity is our strength. Standing six feet away from other people will prevent the spread of an airborne respiratory virus. Helen of Troy actually looked like the Predator without its mask on (“You’re one ugly motherfucker,” Dutch snarls…). Etc.

There is nothing subversive or clever about this film. Whatever Jonathan Pageau or that abysmal lisping rape-apologist Tom Holland says, Christopher Nolan is not doing symbolic jiu-jitsu. This film is a pure ruse of power. Every second this woman is on screen and you surrender to the notion she is Helen of Troy—the face that launched a thousand ships—you are literally enslaved to a power that wants to destroy you and your ancestors—not just your stories and traditions, but your actual existence—right back to the beginning. All you have to do is turn your face away and refuse to look.

[Kip Herriage @KHerriage]

My call, next 30-60 days:

-Irans IRGC will collapse.

- Oil into the $50’s.

-Pure disinflation will become the primary trend (well into the 2030’s) as rates plummet. Sub 4% 10 yr in Q4 and 3.5% in Q1 2027.

- No, Kevin Warsh is most certainly NOT a hawk.

-Interest rate sensitive names will begin a parabolic
move higher into year end.

-Groups to own; semis/tech, small caps, gold, silver…especially gold miners… housing, Bitcoin.

[Jeremy Clarkson @JeremyClarkson]

It was hard to dislike our opponents last night. On Wednesday however….

[OSINTtechnical @Osinttechnical]

Russian anti-drone team sets up a Yak-B 12.7mm minigun borrowed from a Hind helicopter gunship in a truck bed, forgetting about the concepts of torque and recoil.