guygorilla

Gorilla studying human behaviour. You can't pull the wool over my eyes.

[Hedgie @HedgieMarkets]

🦔A Nikkei investigation found that Alphabet, Microsoft, Amazon, Meta, and Oracle have $1.65 trillion in debt that doesn't appear on their balance sheets, more than the $1.35 trillion they officially report. These are GPU contracts, data center leases, and joint ventures that don't count as debt under accounting rules until the facilities go live. Meta's hidden debt is $420 billion, triple its reported debt. Oracle's grew 30-fold in four years. All five declined to comment.

My Take
Nikkei examined the actual filings and put a number on something the BIS already flagged as "shadow borrowing" back in March. These companies owe more off their balance sheets than on them, and the accounting rules let them keep it that way until the data centers go live. That's legal, but it means investors looking at quarterly earnings this week are seeing less than half the picture.

Four of these five report earnings in the next two weeks. The reported debt will look manageable. The $1.65 trillion in footnotes won't make the headlines. But when those data centers start operating, the leases hit the books all at once. If AI demand comes in below projections, those facilities get marked down and the losses land on the investors and insurance policyholders who funded the construction through private credit and project bonds without realizing how much total exposure they were carrying.

Hedgie🤗

[Afshine Emrani MD FACC @afshineemrani]

I'm a cardiologist. Everyone is sharing this study as a skin story. They're burying the part that matters.
Scientists took the aorta of a 75-year-old donor, applied a single engineered enzyme, and stripped away more than 70% of the molecular damage — bringing it down to the levels you'd see in a 30-year-old artery.
Published five days ago in Nature Communications. Revel Pharmaceuticals, with Calico and the University of Colorado.
Here's what they erased.
Sugar reacts with proteins in your body the same way heat browns bread — slowly, over a lifetime. It leaves behind a residue called CML, the most abundant advanced glycation end product in aging tissue. It welds itself onto collagen and elastin in your skin, your eye lens, and your arterial walls.
Two things follow. Your arteries stiffen. And CML latches onto a receptor called RAGE, which drives chronic inflammation — the exact fire I've been writing about for months as the engine of heart disease.
Since the 1980s this damage was considered permanent. Your body has no enzyme to remove it. Every existing approach only slows new damage from forming. Nothing touched what was already there.
So they built an enzyme that doesn't exist in nature. They screened 45,000 protein structures, then ran five rounds of directed evolution across more than 500 million variants until they had CMLase — a molecular lawnmower that oxidizes the CML off the protein and restores the original, healthy lysine underneath.
Not patched. Reversed.
Over 70% cleared from elderly arterial tissue. Over 55% from elderly skin — below the levels found in 31-year-old skin. 45-78% in lens proteins. The CEO said they expected 20% and were floored.
Arterial stiffness drives systolic hypertension, heart failure, and stroke, and I have no drug that reverses it. I can slow the process. I cannot undo it. This paper says undoing it may be possible.
The caveats are real and I won't skip them. This was done on donated tissue in a dish, not in a living person. No functional data yet — we don't know if that artery got measurably more elastic. Delivering a large enzyme deep into human tissue is a hard, unsolved problem. Clinical trials are years away.
But something considered permanent for forty years just came off human tissue.
We spent a century learning to slow aging. Someone finally figured out how to erase it.
Thank you @theallinpod @friedberg @chamath @pesottas

[Gill Gentles @gillygen]

Already in so many food products! Please sign and share petition on another @ClareCraigPath link Thank you 🙏

[Interesting World @_fluxfeeds]

They built a creative ball run entirely out of sand at the beach. So cool!

📹John A. Bandstra

[Stern Drew @SternDrewCrypto]

🚨 Warning: Bank of Japan Forces $6T Homeward — Prepare for the Biggest Liquidity Crunch Ever!

BoJ insider Yuto Kanzaki just revealed: Japan’s wealth returns home by any means necessary!

This is the Reverse Carry Trade (RCT) unwind going nuclear.

After decades of cheap Yen funding, Japanese institutions are being forced to dump their $6 TRILLION+ in foreign securities (mostly US Treasuries & stocks) and bring the money back.

Japan’s 250%+ debt-to-GDP bomb, exploding pensions, and weak Yen crisis leave them no choice.

Expect a brutal fire sale: US yields spiking, global stocks crashing, liquidity vanishing, and carry trades getting annihilated worldwide.

The world’s largest creditor nation just turned desperate. This isn’t policy normalization, it’s survival mode.

Markets are about to feel the pain.

[Dave @DaveKent101]

Andy Burn'em blaming Mrs Thatcher for de-nationalising companies in energy, water, oil etc which resulted in foreign ownership is completely disingenuous, and frankly dishonest or just plain ignorant.

What Burn'em WON'T tell you is that Mrs Thatcher ensured that her government retained what were known as 'Golden Shares' in these companies.
These allowed the government to stop foreign takeovers and to have a big say in how they operated.

Guess what though?🤔

The EU objected to these Golden Shares through their 'Free Movement of Capital' clause - Article 63 TFEU.
So John Major started to sell them off accordingly BUT the vast majority were sold off by TONY BLAIR and LABOUR.

So the finger for lack of government control in this area needs to be pointed at Tony Blair and Labour, NOT Margaret Thatcher.
So I am calling out Andy Burn'em as a liar.

[guygorilla @guygorillacity]

@pepemoonboy Same here..well done.

[guygorilla @guygorillacity]

@RosannaInvests You have the most insightful observations I've come across on the market. Gems!

[Dr Clare Craig @ClareCraigPath]

The UK is planning to put 5 tonnes of folic acid into flour each year.

If that amount was fed to 20 million mice it would kill 10 million of them.

(And rodents metabolise it 50 times more efficiently than humans).

It is a synthetic drug.

NO TO MASS MEDICATION.

[Andrew Bridgen @ABridgen]

https://t.co/bRWaNRFsHm
When I tell people that the most productive wine producing vineyard in Roman Europe was in York in the north of England where it is now impossible to grow grapes, as it is nowhere near warm enough! And when I inform them that viking farmers and their farm equipment have been discovered under the now permanent frozen permafrost of the plains of Greenland (please do your own fact checking) - people are confused.
“How is this possible!?”
There are 2,000 scientists who have produced accomplished work in the climate space who have signed the ‘Clintel Agreement’ stating that ‘There is no climate emergency’.
These scientist will all point out that it was around 5 degrees centigrade WARMER in Roman and Viking times whilst there was a negligible amount fossil fuel burning and life thrived in these much warmer temperatures!

[Eamonn Butler @eamonnbutler]

A reminder, Andy, of the Thatcher era:
•⁠ ⁠Income tax: 83% → 40%
•⁠ ⁠Basic rate: 33% → 25%
•⁠ ⁠Inflation: 21.9% peak (1980) → 2.4% (1986)
•⁠ ⁠Days lost to strikes: 29.5 million (1979) → 1.9 million (1990)
•⁠ ⁠Real pay for the average earner: up by a third

[Mark @Mark4XX]

2/3 VOTE FOR WAR PARTIES: LEGENDARY CONDUCTOR REVEALS VALIUM SEDATION IN GERMAN SOCIETY

The world-famous conductor and pianist Justus Frantz has spent a lifetime turning music into a force for human connection. At 82 he now delivers a chilling diagnosis of our time. Political reason is collapsing under hedonism, society has fallen into dangerous numbness, and only a swift return to Enlightenment values can stop the slide into catastrophe.

THE COLLAPSE OF POLITICAL REASON
➡️ The present age in the West shows every sign of a new era of hedonism.
➡️ Hedonism did not merely contribute to the fall of ancient Greece and Rome.
➡️ It directly caused the decline of those great cultures.
➡️ The same pattern now threatens our political reason and moral foundation.

THE URGENT RETURN TO ENLIGHTENMENT
➡️ Our central task is to help every person live in a cultivated and spiritually inspired way.
➡️ Only this path can ensure the unspeakable horror of war never happens again.
➡️ We live in an age of constant wars yet music and art remain the ultimate bridge between peoples.
➡️ Music is never armament. Music is always a bridge built from love for humanity and truth.

THE ALARMING STATE OF SOCIETY
➡️ When he returns to Germany it feels as if Valium has been sprayed across the entire country.
➡️ Citizens accept canceled trains, constant strikes and failing systems with shocking patience.
➡️ In recent regional elections two thirds of all votes went to parties openly pushing war and rearmament.
➡️ Even the Greens, once a pacifist movement founded with Petra Kelly, now embrace the opposite of their original principles.
➡️ Germany must become again a pacifist cultural nation with a real claim on the future.
➡️ Better education and genuine chances for participation are vital to pass on our great cultural heritage to the next generation.

THE BOTTOM LINE
Justus Frantz makes it plain: without an immediate return to the spirit of the Enlightenment and a rejection of hedonistic decay, political reason will keep collapsing and society will sleepwalk into disaster.
The choice is culture or barbarism — and the clock is ticking.

HT: YouTube Patrik Baab
#EnlightenmentReturn #PoliticalDecay #SocietalWakeUp #JustusFrantz #MusicAsBridge #CulturalHeritage #ChoosePeace

[Manifest_Lord @Manifest_Lord]

An oncologist admitted: there are 3 types of people who don't get c*ncer.

(save this):

[Isla Morgan @IslaMorgan09]

"When your wife catches you flirting..." 😂

[Chris Rose @ArchRose90]

Ed Miliband is now set to become Foreign Secretary according to the Financial Times.

This is what will be representing Britain on the global stage. Good grief.

[Dr Clare Craig @ClareCraigPath]

Nothing says "trust the science" like criminalising people sharing evidence questioning it...

Lib Dem amendment to health bill:

https://t.co/CoSk9uMiRW

[VBL’s Ghost @Sorenthek]

9 minus 1 equals 8 https://t.co/glCIHj82I2

[Judah💪 @Yrnbenda]

This is most funny video of the day 🤣🤣

[Watcher.Guru @WatcherGuru]

JUST IN: Warren Buffett cuts off donations to the Gates Foundation following revelations about Bill Gates' interactions with Jeffrey Epstein.

[Larry Cook @stopvaccinating]

An excellent analogy to explain how vaccines are “tested” for safety. Vax companies don’t use true placebos as the control. They use other vaccines or all vaccine ingredients minus the antigen. When a pro- vaxxer “trusts the science” - this is what they mean…