પનુલુગખਅ

Mahamudra

[Shadow Intel @TheShadowIntelX]

Edward Snowden said it the best:

"When you say 'I don't care about the right to privacy because I have nothing to hide,' that's no different than saying 'I don't care about freedom of speech because I have nothing to say.'"

"Simply because you are following the law, doesn't mean that you'll be exempt from governmental interference in your private life."

[The Energy Realist @EnergyRealist25]

Q2 wasn't good for energy services. The Hormuz uncertainty isn't positive for capex decisions and in the short run some $OIH subsectors definitely have more to gain from a reopening than crisis continuation

[પનુલુગખਅ @koryographers]

LLY CEO bought at $194, now at $225. Good call

[Barchart @Barchart]

Adobe Insider Trading Alert 🚨

Eli Lilly $LLY Chairman and CEO, David Ricks, just bought $1.95 million worth of $ADBE shares 🤯👀

[TraderSZ @trader1sz]

Elon Musk’s own kid about Elon

[Lukas Ekwueme @ekwufinance]

Leaked 1974 government plan to disincentivize physical gold and silver hoarding:

Step 1) Create a futures market that dwarfs the physical market in size.
- Today’s paper gold vs physical gold: 133:1
- Today’s paper silver vs physical silver: 408:1

Step 2) Increase volatility to reduce demand for physical metal.
- The recent 38% intraday flash crash is a perfect example
- In modern portfolio management, volatility = risk.

By increasing volatility, you increase the perceived risk of holding physical gold and silver.

Don’t let them fool you. Gold and silver will go up, but it will be a volatile roller coaster.

Instead of being a victim of volatility, use it to your advantage and add to your favorite positions at wholesale prices.

[Dr. Simon @goddek]

BEN SHAPIRO: “There’s no evidence Epstein trafficked children to his island.”

JEFFREY EPSTEIN: “Hold my toddler.”

And yes, that email is f*cking real. See for yourself: https://t.co/oN8SPP2Mp8

[Ahmad Chamseddine @Achamsedine]

Cet automne, pour la première fois depuis 250 ans, ma famille ne récoltera pas d'olives au Liban.

Nos 600 oliviers ont été arrachés du sol par l'armée israélienne, racines comprises, et emportés. Les plus vieux avaient 500 ans !

Cette terre, mon grand-père la tenait de son arrière-grand-père. En deux siècles et demi, ma famille a acheté de la terre. Elle n'en a jamais vendu un mètre, pas un seul jour. Chez nous, on ne construit pas sur la terre. On y plante. Ces arbres ont survécu à plusieurs guerres. Ils ont survécu à tout.

Regardez les deux photos. À gauche, notre terre le 25 juin, la veille de la signature de l'accord entre le Liban et Israël. À droite, la même terre le 20 juillet.

Il ne reste rien. Et c’est justement ça, la preuve. Un incendie laisse des troncs noirs debout. Une frappe laisse des cratères. Ici, pas un tronc calciné, pas une souche, pas un débris. Une terre nue, raclée, griffée par les chenilles des engins. Déterrer un olivier de 500 ans sans le tuer demande des pelleteuses, un savoir-faire, des camions et une destination. Ce n’est pas un dégât de guerre. C’est une opération, sur une terre où il n’y avait ni armes, ni combattants, ni présence militaire. Ma famille n'a jamais été liée de près ou de loin au Hezbollah, et elle ne le sera jamais. Il n'y avait que des arbres, et des gens qui les taillent depuis huit générations.

D'après les témoignages qui nous parviennent, ces arbres auraient été emportés de l'autre côté de la frontière, vers Israël.

L'accord signé entre le Liban et Israël, censé préparer la paix, protège les biens des civils. Je demande simplement qu'il soit appliqué : que le sort des arbres déterrés soit établi, que ceux qui sont encore vivants soient rendus. Si nos arbres sont vivants quelque part, ils peuvent revenir. Je ne cherche pas une vengeance. Je cherche une adresse !

J'ai hésité à écrire ces lignes, pour ne pas provoquer des réactions d'un côté comme de l'autre. Mais je refuse de faire le deuil de ces oliviers. Dans ces arbres vit l'âme de mon grand-père, ancien général de la police libanaise, un homme qui a toujours cru dans la paix, dans les humains et dans la lumière. Il taillait ces arbres à mains nues. Il répétait : “on ne vend pas la terre, on la transmet”
Je lui dois de ne pas me taire.

[Vestigia Labs @VestigiaLabs]

Chinese shipyards have effectively monopolized global commercial shipbuilding.

Chinese shipyards are operating at maximum capacity with delivery slots fully booked through 2028–2030.

New Orders: 121.06M DWT (up 173.1% YoY), capturing 82.3% of the global market. This six-month haul exceeds the 107.82M DWT secured in all of 2025.

Orderbook Backlog: 363.25M DWT (up 54.9% YoY), representing 71.2% of total global tonnage on order.

Production Output: 36.5M DWT delivered (up 51.2% YoY), accounting for 62.2% of global completions.

China controls over 80% of the global market share across all three major vessel classes: dry bulk carriers, container ships, and crude tankers. The surge is driven by a massive 54.5M DWT in VLCC (Very Large Crude Carrier) orders and a 13M TEU container ship boom.

Key corporate beneficiaries include CSSC, Yangzijiang Shipbuilding (backlog of 252 vessels worth $22.3B), and New Times Shipbuilding (secured 4.63M CGT in orders).

[RJ Moreau 🇧🇹 @toxictiramisu]

In 1963, Rockefeller, who financed MKULTRA, secretly mobilized Brazilian military for a coup, Jim Jones arrived in Brazil to funnel money to right-wing groups & assure them of US support. When a local newspaper exposed Jones as a CIA operative, it printed: "We all know he's CIA."

[unusual_whales @unusual_whales]

"Trump's posts don't move markets like they used to," per Morgan Stanley

[barry with the NED @bonzerbarry]

YAF publishes: To the Saudi enemy… Escalation with escalation.

[Yuto Haga ⚽️ @Yuto_Headline]

高市首相に仕える政府高官、「(総理のことを)考えるのがつらい」とこぼしたそう(＝毎日)。別の高官は「そんなことも分かってないのって驚かされることが多く、知っているつもりでも目配り不足で間違っているのに、資料読むだけで誰の説明も聞かないから」と。最近は各種報道でこの種の吐露が多い。

[Michelle Wiese Bockmann @Michellewb_]

if you pay a toll to Iran to go through the Strait of Hormuz shipowners will lose their insurance cover. London, 23 July 2026, this release from the LMA makes it very clear:

"The Lloyd’s Market Association (LMA) has published a new model clause for use by marine hull underwriters, addressing the position of transit fee, toll or other payments made in connection with vessels passing through the Strait of Hormuz.

"The clause has been developed to provide clarity to the market on the insurance position where it has been confirmed that a payment (including financial or other forms of payment) has been made to enable a vessel to pass through Iranian territorial waters or otherwise transit the Strait.

"The LMA has developed the clause in response to concerns about applicable sanctions and terrorism legislation arising where insurers become aware, or through appropriate due diligence ought reasonably to become aware, that any financial or non-financial payment has been given by the insured. It is intended to operate alongside existing sanctions clauses.

"Under the clause, insurers will not cover any such payment. In addition, where a payment has been made, cover for the relevant vessel will cease due to the risk of a breach of sanctions and/or terrorism legislation in the US, UK or EU.

"Arabella Ramage, Legal and Regulatory Director at the LMA, commented: “The clause and guidance have been developed to support the market in navigating a complex and evolving legal and regulatory environment.

“It provides a clear contractual position for insurers and insureds where transit payments, including non-financial payments, are given in connection with passage through the Strait of Hormuz. The clause and guidance align with existing sanctions and terrorism frameworks, while also evidencing the insurer’s due diligence and compliance.”
https://t.co/IMgb2Sui03

[પનુલુગખਅ @koryographers]

Is this also distilled US tech?

[Dan Collins @DanCollins2011]

30,000 tons.

Liaowang-1🇨🇳: World's largest missile-tracking ship.
3× the 🇺🇸USNS Howard O. Lorenzen

[Korobochka (コロボ) 🇦🇺✝️🇷🇺 @cirnosad]

JUST IN: Yemen has destroyed a major Aramco facility in Jazan. It is within the oil refinery compound which is the largest in the world.

This is a punishment for bombing Sanaa's main port of Hodeidah on the coast of the red sea.

[Cassandra Unchained @michaeljburry]

Everyone should read this. Everyone.

[Oliver Groß @minenergybiz]

Gold Miners' Earnings Season: The quarter after "Peak Margins" 💰⛏️
The eagerly anticipated earnings season in the gold mining sector will begin again in just a few days.
It is already certain that gold producers' margins reached their preliminary high in the first quarter of 2026. The average gold price in the first quarter was approximately $4,900 per ounce. For the second quarter, the estimated selling price of gold from mines is around $4,400 per ounce.
However, even with a gold price of $4,000 and ongoing cost inflation and rising energy costs (assuming AISC of $2,000), most gold producers will continue to generate substantial profits and excellent AISC margins of $2k+/oz.
Now, let's take a look at the AISC margin leaders in the gold mining sector for the first quarter of 2026. 🪙👇
Gold Miners: AISC/Profit Margin Leaders Q1/2026 ($/oz)
1. Thor Explorations: 3,884 👑 $THX.v
2. Lundin Gold: 3,837 👑
3. Artemis Gold: 3,705 👑

[Offshore Energy - Fossil Energy @offshoreenergyt]

LLOG, a subsidiary of @Harbourenergy, has seen a drop in output at its asset in the Gulf of America (U.S. Gulf of Mexico) following a riser leak.

Full story: https://t.co/KdpRkOqKSv

#oilgas #oilandgas #offshoreenergy #oilandgasnews #GulfofAmerica #GulfofMexico #USGulf

[tphuang @tphuang]

Monthly sales of VW, Toyota, Honda, Nissan & Buick in China since start of 2025.

The drop for VW is probably the most noticeable, but Honda has collapsed even more from a lower starting pt.

Toyota has basically done the best.
It remains unclear how much longer Honda & Nissan can stick around

[Eric Nuttall @ericnuttall]

With the Houthis striking 2 Saudi laden vessels overnight, and 90% of Yanbu exports on VLCC's that can't fit through the Suez Canal, we risk losing part of this critical ~4MM Bb/d of exports. Prior to the Houthi entry, total Yanbu/Fujairah/Hormuz exports were down 6.6MM Bbl/d and this number is now clearly increasing. Floating storage has been absorbed, SPRs have been drained, and most crude production growth is long cycle. Simply put, we do not have enough barrels in emergency stocks to make up for this gap...something is going to have to give. With energy stocks discounting ~$66WTI, "we remain bullish."™️