stefano g.

Leggo e ragiono

[Ray Dalio @RayDalio]

https://t.co/hadW05gZBl

[Ray Dalio @RayDalio]

I'm often asked what to pay attention to there are two big things:

First, pay attention to the bond market and the cost of money, because that is the backbone to everything. Keep an eye on the Treasury yield and the spreads in relationship to that.

Second, pay attention to the concentration that is existing in one thing right now: AI. Whether or not you think AI is in a bubble, you have to recognize the amount of concentration risk. There is a lot stuck on one thing for the economy and the markets.

Because all of that is risky, I want to have less concentration on one thing and more diversification right now.

I provide a more thorough explanation on the US bond market in my latest article. You can find it here: https://t.co/Bw6HvbIxLk

#BondMarket #AI #Investing #RayDalio

[Visegrád 24 @visegrad24]

French journalist Paul Amar:

“They came prepared. They had the addresses of town halls. They had addresses of Jewish shop owners.

In a street in Marseille, all businesses owned by Jews were set on fire. Businesses run by Muslims weren’t”

[Dr. Maalouf ‏ @realMaalouf]

The ‘student protests’ have spread to Italy, where Muslim rioters are rampaging outside Milan Cathedral (the Duomo) and trying to set it on fire.

This is a religious war of conquest against Europe, Christianity, and Western civilization as a whole.

[Mario Sechi @masechi]

L’Hotel de Ville di Limoges, sopravvissuto a due guerre mondiali, centro della Resistenza francese durante l’occupazione tedesca, oggi è stato divorato dalle fiamme appiccate dai criminali ai quali gli intellò lisciano il pelo in pensosi dibattiti sul “disagio degli studenti”.

[Fabio Scacciavillani @Scacciavillani]

STAZIONE DI B0LOGNA questa sera.

Sono tornati gli anni di piombo ancora una volta grazie alla feccia sinistra violenta.

[James Allen Beckett @jamesabeckett]

Greece eats 24% more olive oil than Spain.
Spain lives 2 years longer.
It was never just the olive oil.
The Spanish Smoking Gun.
Now on Kindle.

[Mor Edge Insight @MorEdge_Insight]

This Christian toddler is now an orphan. His mother was murdered by Muslims in Nigeria for the crime of being Christian.

Where are all the protesters?
Where are the “but the children” activists and podcasters? Why do the media and politicians remain silent?

Oh right… they can’t blame Jews so they don’t care.

Credit: @DidierNeza1 and Let My people Go

[Ray Dalio @RayDalio]

Tolerating a problem has the same consequences as failing to identify it.

Whether you tolerate it because you believe it cannot be solved, because you don't care enough to solve it, or because you can't muster enough of whatever it takes to solve it, if you don't have the will to succeed, then your situation is hopeless. #principleoftheday

[stefano g. @strangedays111]

@Forchielli Mia madre, quinta elementare, figlia di ragazza madre nel 1937 malata di cancro Lei ha sempre lavorato duro accettando tutto quello che trovava (pulizie, operaia, custode in un condominio, edicolante, barista). Ha cresciuto 2 figli che la adorano e oggi, a 90 anni è autonoma

[stefano g. @strangedays111]

https://t.co/7a5bN4slPr

[stefano g. @strangedays111]

https://t.co/8RnDlWhstl

[stefano g. @strangedays111]

https://t.co/WKG0pbPQk8

[Michael A. Arouet @MichaelAArouet]

The left prefers feelings and beliefs, but facts and data are sometimes worth examining. Shall we?

1. Germany has spent about €400 billion on its “green” energy transition, an unbelievable amount.

2. Higher energy prices have imploded energy-intensive industrial production, costing countless well-paid jobs.

3. By shutting clean nuclear plants while keeping coal and gas, German energy production generates 10 times more emissions than France’s. Yep, 10 times more.

4. Production moved to Asia, where the same products generate far more emissions in manufacturing and shipping. A Chinese-built car shipped to Europe causes 70% more emissions than one built in Germany, cement production causes twice as many.

In short, €400bn spent to ruin German industry, destroy jobs, and harm the climate badly. Why do the Germans do this to themselves and the planet?

[stefano g. @strangedays111]

@YisraelOfficial Freedom

[stefano g. @strangedays111]

https://t.co/WZuoQidedn

[stefano g. @strangedays111]

Paul Tudor Jones: "C'è aria di 1999". I mercati sono a un anno dalla bolla. Ecco i motivi - https://t.co/XLNDXCXFhw® https://t.co/ppxAMCz9KX

[Captain Allen @CptAllenHistory]

In 1938, five years into Nazi rule, 32 countries met at Evian, France to decide what to do with the Jews of Germany. They talked for nine days. They ate, drank, laughed, and agreed the Jews faced mortal danger. Then they kept their doors closed.

By 1945, about 1.5 million Jewish children in Europe had been murdered. That’s 94% of those alive at the start of the war in 1939. There was no army, no reliable passport, and no Allied rescue that arrived in time.

Survivors came out of the camps to find neighbors living in their homes and uninterested in their return. In several places, that disinterest turned into violent pogroms. Jews survived Hitler’s madness only to be killed when they tried to return home.

Hundreds of thousands of Jewish survivors had no homes and were placed back behind wire as “displaced persons.” Their ancestral homeland, recognized by the League of Nations in 1922 as the site of a Jewish national home, remained under a British blockade that kept Jewish immigration to a trickle.

In 1947, the UN offered a truncated Jewish state next to an Arab state. The Jews accepted it, but the Arab Higher Committee refused. On the eve of the 1948 invasion, Azzam Pasha of the Arab League declared it would be “a war of extermination and momentous massacre.” The war killed about 1% of the Jewish population. The rest stayed and built a country that is now a technological leader, a regional power, and home to half the world’s Jews.

No conference of self-congratulating leaders gets to decide anymore whether Jews must stay and be slaughtered or leave and hope to be saved. Now, there is a Jewish state. Now, every Jew has a home.

[stefano g. @strangedays111]

https://t.co/Bvl4Qsv9Pv

[Captain Allen @CptAllenHistory]

On this day—October 12, 2000

The Ramallah lynching.

Two Israeli reservists took a wrong turn. Yossi Avrahami, a 38-year-old toy salesman, and Vadim Nurzhitz, a 33-year-old truck driver, were heading to their unit near Beit El in a civilian Ford Escort. They took a wrong turn and ended up in Palestinian Authority-controlled Ramallah.

PA police stopped them, but instead of turning them around, the officers took them to the police station in el-Bireh. Rumors spread that Israelis were being held there, and more than 1,000 Palestinians descended on the station and began calling for their execution.

They stormed the station, found the two Israelis and began beating, stabbing, and mutilating them. Aziz Salha later described entering the room: “We were in a craze to see blood … I saw an Israeli soldier sprawled on the floor … a knife lodged in his back … I removed the knife and stabbed him … I put my hand over his mouth … to strangle him.”

He then walked to the window, hands and shirt soaked in blood, and waved at the baying crowd below. An Italian television crew captured it, and broadcast the images to the world. One of the bodies was thrown from that same window, and the mob immediately started stomping on and beating him. The other man was shot and set on fire. Once they were unrecognizable as humans, the crowd dragged their bodies through the streets to Al-Manara Square for an impromptu celebration.

British photographer Mark Seager arrived in time to see a body being hauled by the feet, lower half on fire, head “a pulp, like a red jelly.” He reached for his camera, but the mob stormed him with punches. They smashed his equipment and shouted, “no picture.” He later wrote: “It was the most horrible thing that I have ever seen and I have reported from Congo, Kosovo, many bad places … There was such hatred … It was murder of the most barbaric kind. When I think about it, I see that man’s head, all smashed. I know that I’ll have nightmares for the rest of my life.”

A Palestinian police officer, Raed Sheikh, later admitted he took an iron pipe into the room and struck one of the still-living Israelis across the body and head. “The soldier began making a grunting noise.”

This was not “resistance.” It was a deliberate, ecstatic, public slaughter of two Israeli men who had taken a wrong turn, carried out in broad daylight by a Palestinian mob.

The image of Salha’s bloody hands became a defining photograph. Salha was later arrested, convicted of murder, sentenced to life, released in the 2011 Gilad Shalit deal, and finally killed in an Israeli strike in Gaza in 2024.

Decades later, Hollywood celebrities and other professional virtue-signalers put on red hand pins. They call it a “ceasefire” symbol. To anyone who lived through October 2000 or who otherwise knows anything about the history of the conflict, those pins are not ambiguous. They are a stylized recreation of the exact gesture a murderer used to show a cheering crowd the blood of the Jews he had just helped butcher. The useful idiots who wear them either do not know, or they do know and have decided the image is aesthetic. Either way, it is a disgrace.