simink

Reality? Once it shifts, it’s shifted for good.
And peace? It’s not about freezing everything still.
It’s about balancing things while they’re moving.

[simink @ohshenree]

i don't dislike jews a little bit.
i do hate the genocide of the zionists, Zionists and Netanyahu have massacred tens of thousands of Palestinian children.

[Polymarket @Polymarket]

JUST IN: Chinese robotics company unveils a massive 13-foot-tall, 2,400-pound humanoid robot capable of lifting more than 1,100 pounds.

[simink @ohshenree]

@ekwufinance i agree with your view. thus why silver draw down -6%?

[simink @ohshenree]

@DavidLe76335983 why sliver $slv down?
and gold miner $gdx down?
during $tip up

[simink @ohshenree]

@AnnaEconomist why sliver $slv down?
and gold miner $gdx down?
during $tip up

[simink @ohshenree]

why sliver $slv down?
and gold miner $gdx down?
during $tip up.

[Jackson Hinkle 🇺🇸 @jacksonhinkle]

Trump is a disgusting war criminal.

He belongs in JAIL!

[simink @ohshenree]

@OwdaBisan224 free Palestine!

[simink @ohshenree]

@OwdaBisan224 .

[Bisan Owda @OwdaBisan224]

muslim Today marks three years of Israel's g*noc*de in Gaza. 78 years of Nakba.

[simink @ohshenree]

@themarketear TIP가격을 끌어내려 실질수익률을 치솟게되었는데 사실은 인플레이션에 대한 기대치 BEI가 움직이는게 정상임. GOLD는 TIP처럼 Thin Market이 아님

[Cassandra Unchained @michaeljburry]

“Regarding memory chips—which have seen the sharpest price surges this year—Chen observed that while many industry players continue to publicly predict price increases extending through the end of next year, the reality is that inventories are actually overflowing. Suppliers from mainland China are flooding the market with volume, acting as price disruptors; as for this period of price volatility, "those in the know understand the situation."”

Acer CEO says memory chip supply is rising. Remember the shortage in normal RAM was created by repurposing for HDM but now the production for normal RAM is ramping up - as it always does .

https://t.co/Ca7GZboNhp

[kristen shaughnessy @kshaughnessy2]

Office CMBS delinquencies worse than after 2008?

Bloomberg says one building tells the story

Aon Center, Chicago
2015 - Sold for $712 Million
2026 - $195 Million Appraisal

“…About $64 billion of CMBS debt on US offices is maturing this year and next, according to data compiled by Bloomberg, almost $40 billion of which is delinquent, in default or on a watchlist for potential trouble.

“One of the scariest headlines is that office CMBS delinquencies are higher than after 2008,” said Dan McNamara, chief investment officer of Polpo Capital Management, a hedge fund that often takes short positions on CMBS. “And it’s going to go higher as we face more maturities.”

[Ron Paul @RonPaul]

Israel Wants 'Compensation' After U.S. Announces Sale of F-35s to Saudi Arabia

[Kathleen Tyson @Kathleen_Tyson_]

Not insane. China keeps wages rising steadily at 35% of GDP and does not provide extensive safety net to encourage responsible savings. Also 94% home ownership, 80% without mortgage, means no loss of worker wealth to landlords, banks or other creditors.

Also all utilities and most healthcare are state owned assets provided at low cost. Privatised utilities and healthcare/health insurance in US extract extortionate rents, impoverishing workers and the poor.

[Kurt S. Altrichter, CRPS® @kurtsaltrichter]

You cannot diversify away from AI anymore.

AI is 40% of the S&P 500 market cap. Three chip stocks are over a quarter of the entire emerging market index. Half of investment-grade bond issuance this year. And 87% of venture capital.

Stocks, bonds, private markets, emerging markets. Same bet, four wrappers. Diversification is starting to look like a story you tell yourself.

[Kathleen Tyson @Kathleen_Tyson_]

Trump ambassador Tom Barack said last year that Israel had no borders, could erase Sykes-Picot as far as it wanted.

It seems Ansarullah heard the lesson, may erase Sykes-Picot pencil marks even faster.

As for WW3, depleted oil reserves, low weapons stockpiles, lacking Rare Earth Elements, diesel, and jet fuel, I can’t see how US-UK-EU could prevail against indigenous people protecting their homelands. Economic collapse and tyranny coming at home, but not victory abroad.

[Mario Nawfal @MarioNawfal]

🇰🇷🇮🇷 South Korean President Lee Jae Myung just announced that the nation will not enter the war against Iran.

Lee said that “there will be no involvement or intervention in the war,” adding Seoul would carry out only “the minimum necessary activities” to protect South Korean merchant ships and oil routes.

Of course, that is far easier said than done once any South Korean vessel is deployed to the Middle East.

Writer: Mhedi

[Mario Nawfal @MarioNawfal]

🚨🇨🇳🇺🇸 Chinese Foreign Ministry:

“We oppose any arms race in outer space or any attempts to weaponize it or turn it into a war zone. We urge the U.S. to stop expanding its military buildup in outer space and safeguard global strategic stability with concrete actions.”

In other words: Don’t ever try to blow up our shit in space again! NOT COOL!

Writer: Jamie

[Cassandra Unchained @michaeljburry]

Whether circular financing or schemes emanating from Washington DC, this extrerme enrichment of the few leaving the majority existentially worried about grocery prices is as poison to the health and longevity of the free Republic as well as the ongoing bastardization of its very existence.

[Cassandra Unchained @michaeljburry]

I am righteously indignant over the wealth transfer to the very few that these bubbles create. The whole system is about creating bubbles so the grift can happen, both inside companies, transferring wealth to their employees at obscene rates, and in politics, as we see all over.