Stu_Anon

Banner - @nft_sato

[kaffe @probablykaffe]

hyperscale datacenters originate in the late 2000s ("the cloud" era), and all those services he mentioned *are* producing most of the scale of current expansions. each of these services has gotten much more data dense.

so it's not "old internet good, new internet bad"

it's bad

[Sam Steffanina @SamSteffanina]

nintendo lawyers having an aneurism as we speak

[Stu_Anon @stu__anon]

@beansm00thie Good enough, welcome back Nick Mullen

[ape attack survivor @pissvortex]

Not me #Henchman #ProudToBeAGoon

[average lady @girlcloudnine]

ok here's the trick to having a healthy relationship with a man: he should be a communist and also a little gay

[emi @girlcelona]

? straight male btw

[Animale Umano 🔻 @Israhellmerd]

Il compagno Socrates mentre ribasisce la corretta linea marxista-leninista contro l'URSS revisionista

[Bikrum Gill @bikrumsinghgill]

This statement is an instructive example of how capitalist imperialism meets white supremacy and orientalism.

There is no problem for goods transiting through Red Sea and Hormuz - these waters are open, provided ships are not servicing genocide and imperialism 1/

[Mission Local @MLNow]

JUST IN: A San Francisco judge released from jail the man who fought w/Mayor Lurie's police security detail in the Tenderloin last week.

Tony Phillips was charged with assault on an officer. The judge says *he’s* the one who was "violently assaulted."

https://t.co/nR3sqsokDC

[U.S. Fentanyl Command @FENTCOM]

FENTCOM Update

It appears our Ukrainian friends are e-begging again.

We UNAPOLOGETICALLY and FIRMLY prioritize Our Greatest Ally. You are on your own Ukraine, no welfare Patriots for you.

[𝗹𝗼𝗿𝗲𝗺 𝗶𝗽𝘀𝘂𝗺 🇦🇷☀️ @nicotinomano_]

los van a financiar?

[George in Frisco @TenderloinDad]

Pretty brave of the Giants and KNBR to have Glen Kuiper saying Nicaragua on the broadcast

[Stu_Anon @stu__anon]

It’s going to be cinema when Iran can specifically target ships w trump policies and basically pay 30 racks a pop (cost of drones) to print billion dollar liabilities (sunk/disabled tanker) to hang on the US govs head

[Stu_Anon @stu__anon]

“Ballsy power play”
Tell the DFC - which DOGE cut the staff of by >25% - to create a global war risk maritime insurance service out of thin air when we KNOW the USN can do fuckall to prevent Iran from sinking tankers and underwrite the whole thing w the US govs balance sheet

[Steve Skojec @SteveSkojec]

This is a ballsy power play by Trump.

Lloyd's of London was the gold standard for maritime insurance policies until just a day or two ago when they started cancelling policies or jacking them up 3-5X. Others insurers followed. That collapsed commercial shipping traffic through Hormuz, which choked oil shipments out of the Middle East.

Trump doing this means the DFC has the chance to displace Lloyd's as the big dog in this game, when they have been the lock-in player for many years.

It also frees up all the oil that was getting trapped there, heading off shortages and keeping the energy market alive.

And why not? It's the American navy that sunk the Iranian ships that were harassing tankers. And the American Navy -- at least for now -- will keep those tankers safe.

It's a huge reassurance to allies -- both oil producers and oil consumers -- that our campaign in Iran isn't going to sink their economies. And it allows America to be choosy about traffic in the Strait.

It also potentially means billions of dollars in insurance premiums at wartime rates going to America instead of the UK. And those rates are STILL going to be cheaper than what shippers were getting.

[Stu_Anon @stu__anon]

@SteveSkojec It’s going to be cinema when Iran can specifically target ships w trump policies and be basically paying 30 racks a pop (cost of drones) to print billion dollar liabilities (sunk/disabled tanker) to hang on the US govs head

[Steve Skojec @SteveSkojec]

This is a ballsy power play by Trump.

Lloyd's of London was the gold standard for maritime insurance policies until just a day or two ago when they started cancelling policies or jacking them up 3-5X. Others insurers followed. That collapsed commercial shipping traffic through Hormuz, which choked oil shipments out of the Middle East.

Trump doing this means the DFC has the chance to displace Lloyd's as the big dog in this game, when they have been the lock-in player for many years.

It also frees up all the oil that was getting trapped there, heading off shortages and keeping the energy market alive.

And why not? It's the American navy that sunk the Iranian ships that were harassing tankers. And the American Navy -- at least for now -- will keep those tankers safe.

It's a huge reassurance to allies -- both oil producers and oil consumers -- that our campaign in Iran isn't going to sink their economies. And it allows America to be choosy about traffic in the Strait.

It also potentially means billions of dollars in insurance premiums at wartime rates going to America instead of the UK. And those rates are STILL going to be cheaper than what shippers were getting.

[Jim Bianco @biancoresearch]

A complementary explanation for the sudden mass cancellations lies in an under-appreciated regulatory dynamic: Solvency II, the European Union’s insurance capital framework.

This regime was enacted in 2016, before Brexit; the United Kingdom effectively copied and retained it in full through the European Union (Withdrawal) Act 2018, so that Lloyd’s syndicates and the International Group P&I clubs continue to operate under functionally identical rules today.

In plain terms, these rules mandate that insurers and reinsurers must at all times hold sufficient capital to withstand a “once-in-200-year” loss event. When conflict escalated in the Gulf, internal risk models immediately recalculated the probability of catastrophic claims upward.

This produced an instantaneous increase in the Solvency Capital Requirement.

Raising the additional capital required would have taken months of board approvals, investor negotiations, and regulatory filings.

Standard reinsurance treaties, however, allow cancellation on as little as seven days’ notice. Confronted with that binary choice, the firms selected the faster option.

Solvency II was expressly designed to prevent a financial crisis within the insurance industry by imposing rigorous capital standards. Yet, by compelling insurers to withdraw from the very coverage they exist to provide — war-risk and political-risk protection — these rules COULD BE triggering a far broader economic crisis through interrupted oil shipments, sharply higher global energy prices, and widespread supply-chain disruption.

[Is EU Concerned? @ISEUConcerned]

Greatly