Afonso 🌷

Look back over the past, with its changing empires that rose and fell, and you can foresee the future too.

[Afonso 🌷 @NotablyWrong]

Arrived today! I am now ready to join at the bridge! @Decafquest @thetruetelmo

[Afonso 🌷 @NotablyWrong]

@JrMiningNetwork @GavMcCracken

[Afonso 🌷 @NotablyWrong]

📖 @josephwang

[Afonso 🌷 @NotablyWrong]

@calvinfroedge Or he knew Cole Allen was an us asset with the purpose of such a future operation and wanted to create a legendary tweet or warn us about "it's all fake"

[Out of Context Human Race @NoContextHumans]

I’ve never seen anything more accurate

[KKGB @INArteCarloDoss]

Still to this day, a month after the start of the « excursion », nobody seems to understand how exactly this Israeli devised war is not the one Israel/US thought they will be fighting.

The initial month demonstrates that this is morphing into something bigger and longer.

1/11

[KKGB @INArteCarloDoss]

Let’s stop this hypocrisy. This is not about the Iranian people. Nobody gives a damn about the Iranian people in Brussels, Washington and mostly Tel Aviv. They are being polluted to death in Teheran and their children slaughtered.

This is about Crude Oil, China and Israel.

[KKGB @INArteCarloDoss]

I despise the mollah regime, but killing Khamenei was a miscalculation, typical FAFO move. He was the highest living Chiite religious figure, killing him is akin to eliminating the pope or the Dalai Llama. This is not how you creat the conditions for a popular uprising.
1/5

[Barchart @Barchart]

Crypto Explained

[Daractenus @Daractenus]

In an attempt to possibly explain why 77 million Americans voted for this man, while simultaneously explaining just why it is that Europeans live substantially longer, I’m absolutely delighted to introduce the revised list of US food that you cannot legally sell in Europe!🧵

[Alexander Stahel 🌻 @BurggrabenH]

Another energy deception by a wind & solar lobbyist, likely taxpayer funded.

Obviously, China’s coal share in the grid is falling due to steady additions of hydro & nuclear generation (wind remains a hobby).

But that’s irrelevant.

What matters for emissions is that China’s coal generation just hit a new record at 5,900TWh in 2025. At 38% efficiency, that’s 15,500TWh of coal burned just for electricity.

Add coking coal burn of 7,000 TWh (steel), 2,000 TWh (cement) and some Coal-to-chemicals + households to get to China’s total primary energy use of coal of 26,245TWh in 2024, another all-time-high.

Germany? 228TWh in 2024.

China thus burns 115x more coal (!!!) than Germany and the ratio is exploding as is the absolute number.

Bonus: The CCP approved another 292GW of coal-powered capacity to be installed bw 2026-2028. Germany has 32GW left installed.

Message: the CCP wants cheap electricity, among others, to dominate industrial goods globally.

The chap below? Wants a Marxist wind & solar system to personally benefit from it. Let’s stop the lies and deceptions.

[Gp @GPs_capital_]

Wild regulatory standoff for $CERT.V in Portugal!
The Lagoa Salgada EIA saga just exploded:

1.Cerrado declared the project APPROVED by default (“Tacit Approval”) as the agency (APA) missed its legal deadline.

2.APA panicked & issued a REJECTION… after the deadline had passed

[Cassandra Unchained @michaeljburry]

If had the ear @JDVance @realDonaldTrump @DonaldJTrumpJr @GovRonDeSantis @LeaderJohnThune, I would ask them to take a trillion dollars (since trillions just get thrown around like millions now) and bypass all the protests and regulations and dot the whole country with small nuclear reactors, while also building a brand-new, state-of-the-art grid for everyone. Do this as soon as possible and secure it all from attack with the latest physical and cybersecurity; maybe even create a special Nuclear Defense Force that protects each facility, funded federally.

This is the only hope of getting enough power to keep up with China, and it is the only hope we have as a country to grow enough to ultimately pay off our debt and guarantee long-term security, by not letting power be a limiting factor on our innovation.

[Mike and Jeff show @AgrisAcademy @AgrisAcademy]

My Venezuela experience as head of trading in the region for Cargill.

Cargill was/is the leading producer of critical staple ingredients such as flour, pasta, vegetable oil, and rice in VZ. I am not saying I agree with grabbing the dictator, but I did have a front row seat to the damage a kleptocracy did to innocent people.
1. The government took over our "minute rice" facility at gunpoint because we were "gouging" the nation's poor. The government was never able to run the plant. It never ran again. It was returned years later with no equipment inside
2. There are 1000's of generals in the army. They are each given a slice of the economy to loot. The large number of generals made it difficult to organize a coup against the regime.
3. The government opened grocery stores and sold staples below the cost we sold them to the government. In theory they used petro oil money to lower grocery prices. Our regular grocery outlets were forced out of business. When the government demanded we sell them products below cost we simply had to shut down. The populous became ever more dependent on the government handouts. (PS this is the mayor of New York City's proposal.
4. Dollars- We needed dollars to go buy raw materials like wheat from places like the US and Canada. The government would periodically allocate us some dollars that could only be spent for raw materials and freight. Eventually only the local companies that can and would pay bribes got dollar allocations. We had several facilities closed for lack of raw material
5. My employees liked working for Cargill. The office was an armed compound with access to a gym, high speed internet, global communications, and a weekly box of basic staples. Cargill provided a safe and secure environment if only for the working hours.
6. Employees became very close to others inside the apartment building. Going out on the street with a desperate population was not advisable.
7. I needed wood pallets for feed. We tried to export wood pallets to swap for grain. We refused to pay the bribes it would take to export the pallets
8. I once tried to set up a closed loop wheat planting to flour mill supply chain. A. They came and stole all the seed wheat for food. When we tried to ship in seed wheat in containers via US donors there was no way to get it out of the port without it being stolen
9. Livestock- Our feed business completely collapsed. Even if you could raise a pig, you couldn't defend it from being stolen. People with guns were hungry.
10. Employees- In the end my highly skilled team alone with other highly educated people chose to leave. Cargill often found jobs for them in other Latin countries. The regime was more than happy to see the well-educated leave the country. Setting these employees up with high quality stable jobs after fleeing remains one of the best things I ever did in my career. No one remembers millions in trading earnings.

This is a short list. In my opinion the first money spent needs to happen now and it needs to be food. The US is already on the clock. The current regime does not care if it starves the population. The orgy of theft will actually accelerate if they believe their days are numbered. VZ should be an outstanding customer of US grown ag products. Rice, bread wheat, veg oil ect. Feed the people first.

Jeff Kazin
Former head trading Cargill

[KKGB @INArteCarloDoss]

Generally speaking if any investment thesis, trade, analysis, etc…does not make it past a simplified calculus that can be operated manually with help of a basic calculator (preferably Casio), and beyond the maths, straightforward common sense, then it’s a bad one.

[Afonso 🌷 @NotablyWrong]

@INArteCarloDoss @MiamKitty This account will be missed!

[Izabella Kaminska @izakaminska]

There is an interesting, slow-burning realisation, both economically and socially, that we are — as if — living with the after-effects of having lost a war without even realising we were in one.

With no bombs even dropped...

— Our industrial capacity has been eviscerated.
— Our autonomy has been compromised.
— We've lost our youth (not to battlefield deaths, but to low fertility).
— The population has post-traumatic shock in the form of a mental health crisis or an addiction crisis.
— Those working, work harder than ever before due to collapsing boundaries between work life and leisure.
— Cultural traditions and key institutions are being phased out.
— Privacy is being lost.
— Whether you tolerate the rich or not, their wealth is under attack too, but not necessarily for domestic redistribution.
— By many estimates, foreign investors now own more than 50% of the UK stock market, and roughly a quarter to a third of UK government debt, meaning an ever larger amount of our surplus or profit makes its way abroad, where it cannot be taxed.

To quote Kpop demon hunters,- the song we couldn't write, this is what it sounds like.

https://t.co/l9Ew9I8t4C

[Afonso 🌷 @NotablyWrong]

https://t.co/udp0sFp1zm

[Afonso 🌷 @NotablyWrong]

@calvinfroedge Time to load otm Calls on your favourite 700 PE

[Afonso 🌷 @NotablyWrong]

@theluisribeiro Certamente muitos Ds votaram nele na mesma, sem ele é provável que o Mandani tivesse uma votação maior