hazza

boat enthusiast

[Freight @freightbull1]

‘Oh husbant you bought oil and precious metals because of Xitter feed. Now we are homeress.’

[🏴‍☠️ @calvinfroedge]

BREAKING: AI engineers bio weapon to eliminate the Barnacles, solving the Hormuz crisis

[hazza @hppdpls]

@taobanker Does an a 8-piece of tuna maki rolls for lunch and 8 pints of lager after work count as one meal. Asking for a friend.

[Open Source Intel @Osint613]

Reporter: How do you define ceasefire?

Trump: In that part of the world, ceasefire is when you're shooting in a more moderate manner

[hazza @hppdpls]

@Kallang22 @freightbull1 can make dubai shipyard branch lah

[hazza @hppdpls]

Claude, start an underwater hull cleaning firm in Fujairah. hire enough divers for 4x VLCC/week capacity. make no mistakes.

We *will* escape the permanent underclass.

[hazza @hppdpls]

@freightbull1 @calvinfroedge inb4 googles “how to short hempel and jotun”

[hazza @hppdpls]

@calvinfroedge @freightbull1 UWHC is a widely available service at most ports. Very much available in Dubai/Fujairah. it does strip away the (expensive) anti fouling paint but all the stranded ships will have a form of a prolonged port stay clause in the charterparties, claims will go down the chain

[hydra @HydraRare]

they should invent whoop but for actually living and having fun

it should track your nicotine + blood alcohol levels and then you could compare them with your friends on a leaderboard

[wassieloyer @wassielawyer]

Nice middle class Asian family but that ain't winning.

Winning is the patriarch running borderline illegal business in a primary industry in Indonesia, Philippines or Cambodia or misappropriating state assets from a China SOE before moving to Singapore under the Global Investor Programme and hard pivoting into real estate bc it’s the one thing your overseas enemies can never seize.

If patriarch is Singaporean to start with, wealth is from a questionable “trading” / “consulting” business involving members or alleged members of the Malaysian or Thai royal family. A guy who knows people in East Timor might be involved somewhere. Money is invested into cash flow businesses or real estate because it’s the easiest way to launder the money.

Oldest son is groomed to take over the real estate empire / cash flow business but gets sent overseas to university for “exposure” and either turns out gay and decides to pursue art / music or becomes a lawyer / accountant that wants nothing to do with the skeletons in the family closet. Either way they are a disgrace.

Younger son is left to his own devices. Either ends up in Ivy League if naturally high IQ and then goes to New York / California or fucks it all up and is sent to study business management in Australia to save the family face.

The former shows up every 3 CNYs, the months before the patriarchs death and the will reading.

The latter discovers drugs and hookers and will be recalled by the patriarch to permanently occupy a seat as “director” in the family office and various portcos where he can do literally no damage to the family’s reputation or wealth.

The daughter(s) grow up spoiled. The patriarch likely optimized for a hot wife so depending on the dice roll, the daughters either end up hot as fuck like mummy or somewhat resembling a bloated toad like daddy.

The hot ones will at some point attempt an influencer career, possibly venturing into money-losing business ventures like skincare, spas or bars which daddy will write a blank cheque for. Depending on repression level, she might bring home an Indian man at some point just to give dad a heart attack. The 4D chess move here is for the patriarch to throw a minor fit before accepting her choice - they will break up within 6 months in that case. If the patriarch objects, she will marry him and the family will have to cope by constantly exclaiming how cute Chindian babies are.

The ugly ones will go overseas to study something completely worthless and promptly identify as a they/them, likely also finding their way into body positivity movements. Likely dead to the family until she comes crawling back in her 40s to look after the aging parents after realizing she spent 15 years hanging out with retards with nothing to show for it. Christianity might be discovered along the way.

The success in this family is that none of this shit fucking matters because daddy's gains have compounded so hard that he can sit in his GCB with four Ferraris, five mistresses and an entourage of hanger-ons knowing that none of the generation's fuckups matter (except maybe deep down, the Chindian babies if any) because he never had expectations of greatness to begin with.

He will die knowing he can never be overshadowed and that the family's legacy is his and his alone.

And that is what winning as a family looks like.

[Freight @freightbull1]

Every now and then @TheEconomist malfunctions and writes a genuinely excellent article. On ‘Afro-Arab’ migration and why it’s so unpopular, they could refer to their own journalism ref article from 2021 ‘why Danes have turned against immigration’ TLDR attached picture

[hazza @hppdpls]

top class entertainment.

>thing works
>function of cheap unit economics, mass addoption, standardization, etc
>"AKTCHUALLY" nerds think they know better
>?????

[Object Zero @Object_Zero_]

The GDP Handbrake

Global GDP is restricted by several “but we’ve always done it this way” technologies that are technologically inferior to other solutions, and their only moat is “but this very old supply chain is reliable” even though said supply chain is not.

So what are they?

1. Transformers, ancient technology that has no moat whatsoever other than no buyer ever needs more than one. And so it’s never worth making your own, even though it’s not even difficult. It’s one of those pieces of equipment where accountants just accept that is has a 36 month lead time, and never ask “what is it made of?”.

2. Steam Turbines, 18th Century technology that was long ago surpassed by the Brayton cycle which is more compact, more efficient, can be closed loop… but steam is simple and old. So old simple people still buy it. But seriously we only use it because the supply chain is so calcified and the newer alternatives are seen as “too fancy”, even though they are actually very simple too.

3. Marine Diesel Engines, heavy, maintenance heavy, load, slow, dirty, heavy, loud and heavy. We haul the world’s bulk freight and dry cargo with engines that run on carcinogenic sludge. Their main benefit is a politically acceptable / discrete way to dispose of extremely nasty petroleum fracking tower byproducts.

4. The AC Power Grid, moving AC power over longer distances has significant reactive power losses. HVDC convertor stations made HVDC more economical a long time ago. HVDC is today vastly superior and still improving but we are locked into a 19th century decision that limits transmission to <400 miles.

5. Lead Acid Batteries, there are more lead acid batteries in operation than Li-Ion. They live on because the lead acid recycling infrastructure is highly circular which means they are extremely cheap to recycle now that they are in circulation. They are very difficult to economically dislodge.

6. Portland Cement, the way we make concrete hasn’t changed in 200 years. We should be using geopolymer cements. There are cements that scrub the air clean, are stronger and cure faster. But building codes lock in crappy technology.

7. Non-Isomodal Pallets, it sounds boring but a whole lot of pallet standards do not neatly fit inside isocontainers. This is a huge P.I.T.A. But their mere existence locks in their existence.

These technologies are holding back maybe 1,000 basis points of GDP. Maybe $10 trillion a year.

They are all mostly crap.

They were all eclipsed decades ago, and major capital projects are just too weakly run to move beyond them.

Oh I can’t get a transformer for 3 years? Four years lead time on a steam turbine? Oh well, we will just place an oder and wait in line, whilst the discount rate totally destroys our NPV.

There is locked in junk everywhere, this is by no means an exhaustive list.

[Freight @freightbull1]

Panamax memes for dry cargo teens

[hazza @hppdpls]

@freightbull1 gm

[Wine Blind Tasting @BlindTasters]

Tasting with Apostolos Thymiopoulos, who put #Naoussa back onto the world wine map. His three single vineyard wines are astounding, but the Earth and Sky is not far off.

[Freight @freightbull1]

Gm. Offloading my boats to dubious buyers today

[hazza @hppdpls]

@BlindTasters Markovitis winery. Used to be known as Chateau Pegasus (and made so legendary Greek Bordeaux blends in the 90s iirc). Now the son has taken over. Makes Organic, really good Xinomavro. It’s all about the crushed strawberries on the nose!

[hazza @hppdpls]

@freightbull1

[hazza @hppdpls]

@freightbull1 we are winning BIGLY

[hazza @hppdpls]

@freightbull1 Banger.