wtmontell

Personal Account. Tweets aren’t advice. RTs aren’t endorsements.

[wtmontell @wtmontell]

BEATEMDOWN

[wtmontell @wtmontell]

Right. But Kamala had a weird laugh sometimes and people forget that.

[Henrik Dahl @SociologenHD]

After Donald Trump’s visit to China, even the most cautious observer should now be able to see the obvious:

The United States has voluntarily relinquished its role as the central power of the democratic world.

If you are a dictator in Russia or China, you can expect respect, flattering words, and promises of cooperation (Trump would clearly also prefer a cooperative relationship with Putin’s Russia - though domestic political realities still constrain how openly he can pursue that ambition).

If, on the other hand, you are a free country in the political West - or merely a smaller allied nation - you can expect mockery, unreasonable demands, and shifting ultimatums that are forgotten five minutes later because they were never intended to be taken seriously in the first place.

And above all: the implicit message that if things turn ugly, you are on your own.

The correct reaction is neither anger nor indignation. Such reactions make little impression in the United States. And in Europe, they mostly waste valuable time.

Instead, we must make Europe stronger and more independent. And we must deepen the alliances we already have with freedom-oriented nations across the world.

Had Donald Trump consulted the Oracle of Delphi about his plans, the Oracle would probably have replied:

You will cause a great empire to crumble.

Trump would likely have returned happily to Mar-a-Lago. As his reaction to Xi’s references to Thucydides revealed, he does not seem to know his classics either.

[Garry Tan @garrytan]

The biggest alpha leak of 2026 is that you can tokenmax $10k/mo with OpenClaw/Hermes + GBrain and get the AI that everyone will have in 2028 for $100/mo, but you can get it now, and that is the biggest single unlock you can have vs your competition

[frankie @FrankieIsLost]

Frog put the shares in an SPV. “There,” he said. “Now we can transfer these shares freely”

“But Anthropic can still exercise its transfer restrictions” said Toad.

“That is true,” said Frog.

[wtmontell @wtmontell]

It’s almost as if the Iran talks were never real in the first place

[wtmontell @wtmontell]

@unusual_whales @sfoguj He’s hilarious. Absolutely hilarious

[wtmontell @wtmontell]

Yeah but Kamala laughed weird sometimes

[WarMonitor🇺🇦🇬🇧 @WarMonitor3]

Iran has once again clearly refused US peace plans, there’s only one thing left now…

[wtmontell @wtmontell]

Trust the process

[Roger @rdd147]

$XOM CEO warns market is seriously underpricing oil futures contracts for the supply shortages and reserve drawdowns.

[Tim Hopper @tdhopper]

Add a 7-day dependency cooldown.

uv's `exclude-newer` refuses any version published inside a rolling window. With 7 days set, today's malicious uploads would not be considered for resolution at all.

Most malicious uploads are caught within that window.

[wtmontell @wtmontell]

@Jmoon_174 @sairahul1 “Token budget=MAX”

[Wall St Engine @wallstengine]

Oracle said it will now power its Project Jupiter campus in New Mexico with up to 2.45 GW of Bloom Energy $BE fuel cells instead of gas turbines and diesel generators. The switch cuts NOx emissions by about 92% and keeps the AI data center on a single microgrid campus.

[Jeremy @ManaByte]

This is one of the greatest photos ever taken by a human…so far.

[monitor @war_monitor_ua]

⚡️ Палаючий порт Новоросійська із вторинною детонацією.

00:13 06.04.26

[Trill Withers @TylerIAm]

This how you know you about to get five star service

[Max Gagliardi @max_gagliardi]

Living through an oil demand shock of 20mm bbl/d and an oil supply shock of 20mm bbl/d in the span of 6 years is nuts

Two 9 sigma market events

[Pierre Andurand 🇺🇦🇫🇷🇪🇺🕊️ @AndurandPierre]

The oil market now reminds me of when prices were around $30 in March 2020. Plenty of people who never looked at oil were going long oil futures, not realising what could happen to the roll. A few weeks later prices traded negative, with a $50+ contango for WTI a day before expiry. They looked at oil futures like equity, not understanding the impact of futures roll. This time is similar, plenty of people shorting the oil market thinking the Strait of Hormuz will eventually reopen and things will go back to normal. Many are trying to call the top. Without realising they might have to roll their shorts at $30, $50, $70+ backwardation?

[Josh Billinson @jbillinson]

It’s never not funny that Chris Nolan is so dedicated to IMAX that he chooses to walk past Margaritaville and Bubba Gump Shrimp to go to the special movie theater outside an amusement park whenever he wants to screen a cut of what he’s working on

[Marko Kolanovic @markoinny]

There are similarities with COVID. We first had complacency, then daily case runs, and finally market panic. We know about upcoming fuel issues, but soon we will have daily stats of # of pumps, airlines, or even countries without fuel. At some point recession will appear unavoidable. And is not a trade war to be called off with a tweet.