Nad 🇲🇾

Stay in sync with mother nature rhyme 🔆

[Nad 🇲🇾 @mizznsms]

Even more irony saying living in equator but our population are deficient in vitD. Bukan naratif sendiri, Public Health Research kata.

Kalau populasi kita cukup pendedahan 🌞 & lifestyle, kita mungkin bukan negara tertinggi kadar non-communicable disease (NCD)di rantau Asia.

[Razif Othman @rajifusama]

Practicing #Kultusmatahari while living in the equator where you’ll get unlimited matahari supply? Thats just bizarre

[madilog @madilog_id]

Titik Kebakaran di Kalimantan Sudah Hampir Satu Pulau.

Sudah tidak ada udara Segar. Yang ada Kabut Asap yang tebal mengganggu Pernapasan.

mana tanggungjawab Korporasi?
Pak Menhut Kemana?
dan Presiden Instruksi apa?

#praykalimantan

[BBC News Indonesia @BBCIndonesia]

Sungai Barito di Kalimantan Tengah mengering di tengah kemarau panjang.

Hamparan pasir pun terlihat di bawah Jembatan Kalahien, Barito Selatan.

Fenomena ini berdampak pada transportasi, logistik, dan perekonomian warga lokal.

[Daniel Lacalle Official Account @dlacalle_IA]

Selling gold to buy debt of insolvent governments is not hedging, it is portfolio suicide.

[Penguin X @ThePenguinBTC]

ABD'de 3 olay aynı haftaya denk geldi. Ray Dalio dün bir uyarı yayınladı.

Uyarıyı anlamak için önce o 3 olaya bakmak gerekiyor.

1. 30 yıllık ABD tahvil faizi %5.33 ile 19 yılın zirvesini gördü.

2. Japonya, elindeki ABD tahvillerinin bir bölümünü satıp parayı ülkesine çekti.

3. ABD Hazinesi kendi tahvillerini geri almaya başladı.

Herkes bu 3 haberi ayrı ayrı okudu.

Ray Dalio ise dün yayınladığı makalede 3'ünü tek bir sürecin parçaları olarak anlattı ve yatırımcıları uyardı.

Size o hikayeyi ve uyarının ne olduğunu göstereceğim.

Ray Dalio tarihteki büyük borç krizlerini inceledi.

Ülkelerin nasıl battığını anlatan kitabında bunların 35'ini tek tek gösterdi.

Bu hafta ona sürekli aynı soru soruldu. ABD'de olanlar kitabındaki sürece uyuyor mu?

Cevabı evet oldu.

Kitabın anlattığı süreç 3 adımda ilerliyor.

Önce devletin borç ödemeleri gelirinden daha hızlı büyür ve bütçeyi sıkıştırmaya başlar.

Sonra alacaklılar rahatsız olur. Tahvilini satanlar ve borcu yenilemek istemeyenler çoğalır.

Son adımda devletin önünde 2 yol kalır.

Ya faizin yükselmesine izin verilir, faturayı piyasalar ve ekonomi öder.

Ya da para basılır, faturayı paranın değeri öder.

Dalio'ya göre 2 yolda da kaybeden değişmiyor. Tahvili tutan kaybediyor.

Şimdi bu adımları ABD'nin bugünkü tablosuyla karşılaştıralım.

Rakamların hepsi Dalio'nun makalesinden geliyor.

Devletin geliri 5.5 trilyon dolar, gideri 7.5 trilyon dolar. Aradaki 2 trilyonluk açık borçla kapatılacak.

Yıllık faiz ödemesi 1 trilyon dolar, yani gelirin yaklaşık %20'si.

Üstelik bu yıl vadesi gelen yaklaşık 10 trilyon dolarlık anapara da çevrilmek zorunda.

Faiz ve anapara birlikte 11 trilyon dolar ediyor, yani devletin gelirinin 2 katı.

Borcun hane başına düşen kısmı ise yaklaşık 240 bin dolar.

Şimdi bu haftanın 3 olayına geri dönelim.

Faizin en çok uzun vadede yükselmesi, Dalio'ya göre talebin arza yetmediğinin işareti.

Japonya'nın satışı, en büyük alacaklının masadan kalkmaya başladığının işareti.

Hazine'nin kendi tahvilini alması ise en kritik olanı.

Alıcı azalınca devletin kendisinin alıcı olması, kitapta yolun sonuna doğru ortaya çıkan bir hamle.

Dalio buraya bir not da düşüyor. Hazine'nin bunu yapma kapasitesi sınırlı.

Makalede bir detay daha var.

Yolun bu noktasında devletler borçlanma vadelerini kısaltmaya başlar, çünkü uzun vadeye alıcı bulmak zorlaşır. ABD'nin bu hafta yaptığı tam olarak bu.

Uzun vadeli tahvilleri geri alıp yerine kısa vadeli borç koyuyor.

Dalio bu yolu tarihte 35 kez inceledi.

Rezerv para statüsünü kaybeden her para bu yoldan geçti.

Detaylar ülkeden ülkeye değişti ama sonunda hep aynı şey oldu.

Borç ya yeniden yapılandırıldı ya da paranın değeri düşürülerek eritildi.

Peki ABD için zaman var mı?

Dalio'ya göre var ama daralıyor.

Gidişat değişmezse krizin 3 yıl gibi bir sürede gelebileceğini, bunun 2 yıl erken ya da geç olabileceğini söylüyor.

Çıkışı da yazıyor.

Bütçe açığı milli gelirin %3'üne indirilirse risk ciddi biçimde azalır.

Bunun için harcamaları kısmanın, vergi gelirini artırmanın ve faizin zorlamayla değil kendiliğinden gerilemesinin birlikte gerçekleşmesi gerekiyor.

Yolun sonunda ne olduğunu merak edenler için Dalio bir örnek veriyor.

Japonya.

Japon devleti tahviline yeterli alıcı bulamayınca açığı yıllarca para basarak kapattı ve sonuç kayıtlı.

2013'ten beri Japon tahvili tutanlar dolara karşı %51, altına karşı %76 kaybetti. Japon işçisinin ücreti de aynı dönemde ABD'li işçiye göre %55 geriledi.

Dalio makaleyi yatırımcılara bir tavsiyeyle bitiriyor.

Borç varlıklarının ağırlığını azaltmayı, altına yer açmayı ve bir miktar Bitcoin bulundurmayı öneriyor.

Son sözü Dalio'nun makalesindeki cümleye bırakıyorum.

Para ve borç, serveti koruyabildiği sürece ayakta kalır.

Koruyamadığı gün önce değer kaybeder, sonra terk edilir.

Dalio çıkışın hâlâ mümkün olduğunu da yazıyor.

Önümüzdeki dönem hangi yolun seçildiğini gösterecek.

[FOX Weather @foxweather]

SEISMIC SURGE ‼️: The Ring of Fire has been rattling over the past seven days, with at least 187 earthquakes impacting the region. The Ring of Fire is the most seismically and volcanically active zone in the world.

#seismic #earthquake #ringoffire #volcano

[Ray Dalio @RayDalio]

https://t.co/VXVQj5NGAc

[The Futurizts @TheFuturizts]

Tax reliefs you shouldn't miss out:

1. Vaccines: RM1,000

2. Dental checkup / treatment: RM1,000

3. Medical checkup / mental health: RM1,000

4. Any books (physical or electronic), laptop, phone, tablet, internet bill: RM2,500

5. Sports equipment, rental fees, gym membership: RM1,000

6. EPF voluntary contribution: RM3,000

7. PRS: RM3,000

8. Medical insurance: RM4,000

9. EV Charger + Home CCTV + Food composting machine: RM2,500

10. Entrance fees to zoos, museums, theme parks: RM1,000

View the full list here: https://t.co/iE8XuTFK0T

[Electroverse @Electroversenet]

Dr. Richard Lindzen, Professor Emeritus of Atmospheric Science at MIT, says global warming fear isn't driven by data, but by money and control.

He recently told the Daily Mail that politicians saw 'climate policy' as a multi-trillion dollar opportunity to reshape industries, to push globalization.

The public was fed panic over a minuscule temperature change that means almost nothing.

Lindzen calculates that even a doubling of CO2 would warm the planet by only half a degree. He argues nature stabilizes, not amplifies, climate swings, and that today's warmth and CO2 levels actually help plants grow and expand farmland.

"People are finally starting to question this," he said. "It'll be an embarrassment to our era."

[Nad 🇲🇾 @mizznsms]

Coming from a man who has lived beyond a century and witnessed the world transform, shift through wars, geopolitical conflicts, economic crises, political upheavals and immense social change, this post and words somehow carry a different weight.

[Nad 🇲🇾 @mizznsms]

Unusual tweets from Tun M. Perhaps it is more than just a casual reflection.

A hint. A reminder. A warning. A life lesson all in one.

[Dr Mahathir Mohamad @chedetofficial]

One thing that will happen in the future. Things will change. Even the most cherished thing will change. So enjoy yourself now.

DR MAHATHIR BIN MOHAMAD
21 August 2026

[Jack Prandelli @jackprandelli]

35 African countries have taken Chinese loans for energy projects.

This map is what energy geopolitics actually looks like.

Oil.
Gas.
Coal.
Nuclear.
Solar.
Hydro.
Transmission infrastructure.

China has financed all of them, across the entire continent, from Morocco to South Africa.

Resource-rich countries get oil and gas financing Nigeria, Angola, Gabon, Congo, Chad, Sudan.

China funds the extraction of commodities it needs, using loans that are often collateralised against future production.

Infrastructure poor countries get transmission and distribution financing Ethiopia, Kenya, Tanzania, DRC, Zambia.

China builds the grid, then owns the relationship with the government that depends on it.

Everywhere else gets a mix solar, hydro, coal whatever the bilateral deal required to get the contract signed.

This is a 35 country energy supply chain built on Chinese capital, Chinese contractors, and Chinese terms.

The loans come with conditions.
The conditions create leverage.
The leverage compounds over decades.

Africa holds some of the world's largest reserves of critical minerals, oil, and gas.

China now has loan relationships with the governments sitting on top of them.

[Nad 🇲🇾 @mizznsms]

@MuzammilKhairi Wah never thought E&E hold such significant %. I thought our main exports still petrochem & palm oil related industry.

E&E main contributor related to semiconductor & data center expansion is it? So we have been shifting a lot. Our economies looks like > semiconductor dependent

[عُرُوْقُ الْعِلْم @RootsOfKnowldge]

Some words of wisdom:

"ولا ادري لماذا تهتاج امة لهزيمة رياضية ولا تهتز لها شعرة لهزائمها الحضارية والصناعية والاجتماعية"
"I don't know why a nation gets so worked up over a sporting defeat, yet displays profound apathy towards its civilizational, industrial, and social decline"

[Megatron @Megatron_ron]

🇺🇸🇨🇳 Why did all these powerful people go with Trump to kneel in China?

The answer is access to rare materials.

The reality is that Tesla, Apple, Boeing, GE Aerospace, and all the others desperately need China, while Beijing structurally needs them less and less.

China controls 70% of global extraction, 85% of refining, 90% of permanent magnets, and 99% of dysprosium and terbium, without which no F-35 fighter jet takes off, no MRI machine works, and no iPhone starts up.

And the card with which the US could blackmail China - semiconductors - is already completely exhausted. SMIC produces 7nm chips using DUV multipatterning, Huawei's Ascend competes with Nvidia on AI inference, QiMeng designs RISC-V chips via AI, and SMEE has announced its first domestic EUV machine for 2027.

The US is now totally dependent on China and its military machine without China will completely fail.

@BetterCallMedhi

[𝘊𝘰𝘳𝘳𝘪𝘯𝘦 @OopsGuess]

Trump had barely finished showing off how warmly he was received in Beijing.

Then Putin landed in China.

Trump was received by Vice President Han Zheng.
Putin was welcomed by Wang Yi, China’s foreign minister and Politburo member.

A tiny protocol difference.
A very large psychological message.

For Beijing, this is balance:
America is too important to ignore.
Russia is too useful to downgrade.

And China is too central to behave like anyone’s supporting actor.

Beijing understood Trump perfectly.
He does not merely want diplomacy.
He wants a stage.
He wants exclusivity.
He wants to feel that history paused for him.

So China gave him ceremony, access, and the illusion of singular importance.

Not because Beijing was weak.
But because it knew exactly which button to press.

Putin needs strategy.
Trump needs spectacle.

China gave each man what he understood best.

[Nad 🇲🇾 @mizznsms]

Him with the top US elites basically walked into China saying ‘I messed this up. Can you clean it for me? Can you talk to Iran for us?’

Ironically US spent years tried to contain China's global influence but asking China to resolve Middle East conflict they initially escalate?😅

[Megatron @Megatron_ron]

BREAKING:

🇺🇸🇨🇳🇮🇷 Trump failed to persuade the Chinese President Xi to mediate a peace deal between the US and Iran, per Foreign Policy

[Robin Monotti @robinmonotti]

THE SUN IS WHAT DRIVES CLIMATE CHANGE, NOT CO2!
The warming from the Sun is cyclical, it's NOT constant. The distance of where you are from the Sun is constantly changing because both the Earth's orbit around the Sun is irregular and the Sun itself wobbles due to the combined gravitational pull of all the planets together. Look at the Schwabe solar cycle of 11 years, the Jose solar cycle of solar Inertial Motion of 179 years, Eddy Solar Cycle of 1000 years, the Bray-Halstatt Cycles of 2300-2500 years, then look into the three Milankovitch Cycles.

Short to medium term climate change:
Solar Inertial Motion: the combined mass of the planets also moves the position of the Sun through their combined gravitational pull, meaning the Sun moves around following the ever moving barycentre of the Solar system rather than being in a fixed central point in the middle Solar System. That is the key thing to understand: the Sun is moving around, wobbling in spiral like motion as it travels, it is not stationary. Once you understand that all medium term climate change can be explained simply because of the Sun's changing distance from the Earth.

None of this has anything to do with humans. None of this has anything to do with CO2. The models of the Solar System you grew up believing as a child were gross over simplifications. They conditioned you to believe that the Solar system has a fixed Sun position with a regular Sun activity with regular orbits, of which the Earth is one. Yet that is not the reality: not only the earth both tilts and wobbles as it orbits, but the orbit is a changing ellipse not a perfect circle, meaning the distance from the Sun is not constant. These are the three Milankovitch cycles. Also other planets have irregular orbits.

The combined effect of all these irregular orbits together pulls the Sun off centre of the solar system into the barycentre. A wobbling Sun is the real reason for short to medium term climate change, and an irregular earth orbit, tilt and wobble is the reason for long term climate change.

And this is just the beginning of the story of irregularity in the Earth's orbit around the Sun, then there are cycles of Sun activity, making it stronger and weaker according to how close to the 11 year cycle of magnetic poles flip it is, next being in 2024, and how many Sun spots & Solar flares we are exposed to.

Then you need to factor volcanic activity, the Hunga-Tonga Hunga underwater volcanic eruption of January 2022 increased the water vapour in the stratosphere by 10%, this in itself will cause considerable warming of the planet in most regions.

It's definitely not a simplistic neat black and white story of CO2, a minor greenhouse gas, as 95% of the earth's greenhouse gases are constituted by water vapour instead.

Humans have no power to determine either the orbit of the Earth around the Sun or the Sun's internal & external activity, or the water vapour in the atmosphere.

Life adapts much more easily to higher temperatures and increases in CO2, particularly plants, vegetation, trees, plankton& phytoplankton, than it does to decreases in CO2.

The real danger is a decrease of CO2, and a decrease in temperature, not an increase in either.

Once again, we have been deceived by a systematically corrupt scientific funding system linked to oligarchs interests.

CO2 was always a control knob for economic prosperity, not climate.

[RT @RT_com]

Iran rebuild bridges in record speed from US bombs

[Nad 🇲🇾 @mizznsms]

Looks like Iran is preparing for US ground invasion expecting wider disruption and ongoing strikes from war escalation. Taking prior precautionary steps to minimise civilian exposure if situation intensifies despite blockage, they indeed do have the internal economic resilience.

[BRICS News @BRICSinfo]

JUST IN: 🇮🇷 Iran to shift all schools nationwide to virtual learning starting April 21st.

[Pastor Who @PastorMarvy]

Why should a sovereign nation seek the permission of another sovereign nation roughly 13,000km away for oil that it needs for its population. It is insanity!

This is why Iran’s push for a multipolar world order deserves all the support.