On July 5 hungarian messenger met with putin.
On July 11 he delivered his masters message to orange guy.
Now that orange guy is set to return to White House, it's reasonable to ask, how will orange repay for reelection help?
A man was made for this job. Best 4 audio hours in a long time. Intense scenarios are complimented with exceptional storytelling.
https://www.youtube.com/watch?v=kZAHHpsPzv0
Tarrifs up, prices up, inflation up, yields up, rates stable short -mid term, taxes down, stocks up. Oil - too many variables outside US.
That's my reading.
As for democracy: it was a good run. Medvedev will be dead drunk this week.
China accounts for 10 of the 12 cases of leaks of critical technologies registered by South Korea's national police agency this year - FT
I chuckle everytime I hear about Chinas innovation. 'bout what? Stealing?
"I recently took a Lyft from Downtown Houston to the airport. The ride was 45 min at no rush hour. Lyft cost was $42, i asked the driver how much he his revenue was. He said $19. He also said that before uber/lyft, he was making $45 for same ride, but now he was making <50%"
https://image.nostr.build/3954972f3a66ec27384ba2f6b310563e1264e10615543b039e066d005d81ead0.png
Mikhail Khodorkovsky: "I was in Germany recently and talked to people who remember the past. I asked them how quick the denazification process in Germany was. They said that German society really started to perceive Hitler in a way that we perceive him now as a global force of evil and started to feel horrified with that Germany did around 1968, so over 20 years later - a generation later. Unfortunately I think that in Russia process won't be fast either."
Al Jazeera often has anti-western smell, but I was surprised by harsh questions and not letting go of Geo's gymnastics. Fun interview.
Victor Zhikai Gao is lawyer, businessman, academic, vice president of the Beijing-based Center for China & Globalization
https://youtu.be/kmYdpHtOv_E
Several points from $SQ Q2 call:
- in 9 months, Amrita spent 800M to repurchase shares from 1B authorization announced last Oct. Resulting YoY share count change: +32M. Can we stop calling employees shareholders, please? Better new 3B authorization make a dent.
-The SQ platform grew enormously, I understand moving fast culture and post covid tendie fat-statis grew technical debt. Jack even mentioned lag behind competitors offers in some cases. New backend, orders migration. SQ offerings sound will be ready by end of 24'. For prime sales motion time with marketing dolla kicking back in for GMV, now that business margins are finally in order.
-was out of loop w/ mining initiative. One analyst asked, Jack explained. Main ASIC provider Bitmain's chips are 6n. $SQ - 3n. Big market, superior product chip ecosystem (open source, composite building blocks structure), w/ Core Scientific contact already in place. Announcement missing dates. Nonetheless, Jack sees it as major revenue line.
Joey on $ANGI revenue: "We have not yet found the turn on revenue growth but believe that will come in time"
Investors were patient getting margins in order. That executed nicely, but its the first time I read they don't know levers to grow revenue, leaving off to organic?
Stress relief Q2 reports from Angi (derivative of $IAC) and $APPS both with again rising sequential Q revenues.
Hopefully will have time this week to listen to calls.
Nigeria's population: 230M+
- ~30% live in extreme poverty
- ~75% of population is under age of 24
Oil has been a blessing and a curse. Extracts, sells raw, buys refined. Foreign capital left. Sector is a mess. Corruption, theft, attacks, division. But locals are stepping up.
If Zuck makes compelling chat agents that would attempt to fill "lonely" hole. That's actually a massive first person data harvester far superior to any cookies, esp. coupled w/ their decades worth work on personality from likes and other interactions.
"smoking has declined basically in tandem with the rise of the smartphone. This makes sense. They’re both something to do with your hands in the empty moments, before or afterwards, when you’re waiting for something else to happen. Both of them will also kill you"
Vice aired this in September 2022. Attempt to dig answers for US youth's shift towards conservativism.
Didn't know PragerU is farm for conservative influencers, with increasing budget
Ebb and flow.. Sadly crucial foreign policy is tangled up here as well
https://www.youtube.com/watch?v=rkUlx2L6t8o
Trump on $TSMC:
“stole our chip business[..]should pay [US] for defence[..] You know, we’re no different than an insurance company[..] Taiwan doesn’t give us anything”
Taiwain is US' biggest arms client. Jensen should sit him on a lap & explain things beyond his checkers board.
On confiscating russian assets for Ukraine reconstruction. I understand the resistance, but why nobodys suggesting a directive that has a countdown?
Still have RU forces within UA's internationally recognized borders by 2026? Chi-ching.
AfD talking points straight from putin's notes. A revealing detail I also noticed in french elections: learning, adapting. Their leader crossed the line w/ explicit nazi shit, now its noticable they are holding back their ultra extreme ideas.
https://youtu.be/wa78IW1i7P8
FT's investigation sheds light on massive underground banking system setup by Chinese nationals, to launder money, help avoid Chinas capital controls ... and move drugs.
And its international. It's not like Chinese nationals have left Italy all of the sudden...
https://image.nostr.build/9f9d818907b8deb2e53deafde3e41d92d2fa3bc51f444cc8fba3f88a4d181bf8.jpg
"Once the bank transfers reach China. .. also difficult to collaboration with Chinese authorities to trace the money" Milan Prosecutor
1. Convenient of you to skip the part about coinjoined sats. Mallers does global business within current international money laundering rules. Of course he was to chain analyze and defend Strike as non ML service, otherwise ins and outs of fiat system will be suspended immediately.
2. Sending nostr message... You sure you are connected to same nodes? Hell, I'm not even sure if you will read this reply.
Sorry about lost sats though.
Chile, Uruguay, Ghana, Armenia, South Africa & 49 others have a higher press freedom index than US in 2024.
The fact that all these years US is prosecuting a journalist, country of first ammendment is bonkers.
Assange should have never spent a day in prison.
Chile, Uruguay, Ghana, Armenia, South Africa & 49 others have a higher press freedom index than US in 2024.
The fact that all these years US is prosecuting a journalist, country of first ammendment is bonkers.
Assange should have never spent a day in prison.
Have to admit, my image of Tokayev may have been too optimistic.
Shot critic (1) claims Tokayev is a Russian puppet (2).
For both 1 and 2, as they say: there's no smoke without a fire.
Does that change $KSPI thesis? No.
US Surgeon General Dr Vivek Murthy calls lawmakers to add warning labels to social media, similar to cigarette packs, warning of mental health issues to kids:
-requires congressional action
-tobacco studies show, that warning label increases awareness & change behavior
-calls for social media companies to share all their data on health effects with independent scientists and the public, which they currently don't do, and allow independent safety audits.
Somebody wasn't paid yet. That's nice.
Laggard Madara stopped the show with late release of audited annual report. Here's a look at 2023 audited results with todays prices at my tracked OMX Baltic equities.
https://void.cat/d/PfS9JLvMrjrpMZxFaxRnoA.webp
Somebody recently said that stayed with me. Origins of China have been around for thousands of years, while US was founded only ~250 years ago. To see somebody rise so quickly and order everybody around has to burn ego hard.
Great short docu on Azerbaijan by DW. Apparently Ngorno-Karabach is rich in minerals and Anglo Asian Mining shook a deal w/ state worth 3B USD a year before recent Karabach war.
Killing of journalists, bribery of EU officials and a dynasty-like ruler.
https://youtu.be/WAorRRm4cfU
US stock market moves to T+1 settlement. A mere inch closer to ~10-30 min settlement of Bitcoin. Still ways to go.
Gary Gensler: "Shortening the settlement cycle also will help the markets because time is money and time is risk. It will make our market plumbing more resilient"
Journalist T.Koppel in docu:
"Kissinger was very conscious[..] of fact, that every time the US pulls out of a country leaving unfinished foreign policy commitment behind, it makes it more difficult the next time around to get some country to commit itself to joint venture w/ US"
Bloomberg has a cool graphic. Chinas GDP growth in bottom, social freedom index on right. Xi Jinping closes down the loop from 1970 across different rulers.
And unsurprisingly - more personal freedom - more growth.
https://void.cat/d/9WTLkta1Hj7N4dUBvhR7dH.webp
ASML is said to have remote control over their machines in Taiwan in worst case scenario.
Military manufacturers should have this as well. Shove that "you will own nothing" into states level.
Last week sold same (small) qty of $SQ as recent purchase from end of Feb. due to sizable annual tax bill. +9.5% for several months, however on FIFO basis, +5.5% profit with abysmal 1.34% CAGR since 2020.
Did not want to let these shares go, especially after Q1 earnings call.
https://void.cat/d/4HAMfk13vSMHHF3uzccq2r.webp
Watched OpenAI's demo of GPT-4o. Generosity for free tiers is data harvesting. That's where ultimate 3-4 winners with unlimited pockets will grow moat, I think.
https://void.cat/d/C8DdddUvafCvf1hxvt1ZRD.webp
Have several tracks of Lulu Rouge in old playlists. Whenever one comes around, its always a subtle and distinct experience. Their music might as well be its own genre. Interesting theatrical video as well (unofficial)
#GLMusicDiscovery
https://youtu.be/7kHPKD9poMA
A little girl in UK received a gif of hearing using gene editing. It would be super if we stopped at hospitals and not bring this to "defense" industry.
Jack in $SQ shareholder letter:
"Less than 3% of company resources are dedicated to bitcoin-related projects".
I'm probably not the only one who pictured BTC related capex in ~10% range.
Also worthy mention of TBD product later in the year ($860B TAM) for remittances. cc: $WU
EU carmakers were left in a “state of shock” by BYD’s affordable cars. SealU makes BYD $15,300 profit in the EU, but just a $1,400 in China
EU imports of Chinese EVs jumped from $1.6B in 20' to $11.5B in 23'.Chinese EVs are expected to account for ¼ of all EVs sold in EU this yr
Profluent Bio developed a system capable of creating a range of bespoke cures for disease by developing molecules that have never existed in nature.
Profluent Bio aims to open source its system [OpenCRISPR-1] for research and commercial use.
There's a stabilityai for biotech.
Dear russian trolls, could you pin point "CIA involvement" in Georgian protests now, rather than few years later?
Stay strong Sakartvel Brothers and Sisters!
Brightline breaking ground on Vegas - LA, US-first high speed rail. Cost: 12B; 3B in subsidies; 2.5B in private bonds. Set to open 28'
CEO says laying the groundwork for future two-mega cities connections. Not mentioning US-wide interconnects. Gotta thank those airline lobbyists
NYT: “The only thing that’s holding us back from being as good as ChatGPT is literally just data volume,” Facebook VP
"Many FB users had deleted their earlier posts, and the platform wasn’t where people wrote essay-type content"
Threads as human-generated training data platform
Arista downgraded. Analyst says, that $ANET might be losing an edge in that technology to Nvidia. "We believe Nvidia has access to the largest and the highest volume of Ethernet switching fabrics today" vs competitors like Broadcom, Marvell Technology, and Cisco
Biden collecting some easy points today:
-first ever limit to dangerous 'forever chemicals' (PFAS)
-'considering' ending the prosecution of Julian Assange after Australia urged U.S. to drop WikiLeaks founder's case
Decades late, but better than never.
"Microsoft, OpenAI plan $100 billion data-center project, media report says"
Bigly capex to put hollywood on Sora rails. Just like semi leather jacket guy said: "every pixel will be generated"
Hopefully MSFTs modular nuclear is ready by then, else would be a shame.
$SQ lawsuit against $MA and $V bears fruit. 4bps win.
https://void.cat/d/KFxE8rfCHuGFeieR9fqGzf.webp
Forbes. 2023-07:
“As the number of interchange categories has increased dramatically, Visa and Mastercard have captured ever-greater margins through increased opacity and complexity,” the lawsuit reads.
Congrats @jack !
Pew:
"we asked opt-in respondents if they were licensed to operate a class SSGN (nuclear) submarine. In the opt-in survey, 12% of adults under 30 claimed this qualification[...]. In reality, the share of Americans with this type of submarine license rounds to 0%"
#survey #data
Apparently Thrasio, Amazon-focused aggregator filed for bankruptcy. Thrasio had previously been one of the most well-capitalized aggregators.
Sector had perfect storm of higher rates at peak leverageinventory glut and slower sales.
$ATER
"Why would you introduce so many firearms into Mexico? The anti-American sentiment in Mexico is at an all time high and it's been growing." - former Baja police agent
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