We will tariff China on everything but the 99% of what we import!

- Llegó Perón y puso el CEPO Lo sacó Frondizi - Volvió Perón y puso el CEPO Lo sacó Memem - Volvió el Peronismo y puso el CEPO Lo sacó Macri - Volvió el Peronismo y puso el CEPO Lo sacó Milei Sólo hay CEPO en países con dictaduras o en Argentina cuando Gobierna el Peronismo.

To give you an idea of how expensive cloud has gotten, I picked up a server off FB marketplace today for $500. 128Gb of RAM and a 1Tb SSD. It will cost about $6/month in electricity to run it. An equivalent server in AWS would cost $950/mo. so I'll have payback in two weeks.

🚨 BREAKING: Google just launched a new internet protocol. It’s A2A. Backed by 50+ partners including Salesforce, Atlassian, and SAP. It’s designed to let AI agents collaborate across companies, platforms, and clouds. Here’s what it means for the future of enterprise AI: 🧵

Everything that happens to you is a form of instruction if you pay attention.

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Brazil’s international reserves have been slow to recover after the last year’s sizable intervention – But we don’t think this is an issue. Brazil’s reserve adequacy is perfectly OK and Brazil is a net sovereign creditor (reserves>government’s external debt):

Según números gruesos, el FCF de las minas de $MUX rondó aprox us$ 33 millones en 2024, con el oro en us$ 2300 aprox. Para 2025, usando límite inferior de guidance en producción (120 kGEO) y superior en costos, con el oro en us$ 3300, tendríamos un FCF de us$ 133 millones!

Gold hits $3,500 first time ever, new all time high.

A new exchange traded era for #lithium is here ⚡ Benchmark (BMI) has announced partnership with Intercontinental Exchange (ICE) to develop futures contracts for lithium: Lithium Carbonate CIF Asia (BMI) Future Lithium Hydroxide CIF Asia (BMI) Future Spodumene Concentrate FOB

“The five most dangerous words in business are: Everybody else is doing it.” — Warren Buffett

x.com/i/article/1916…

Taleb critiques Bryan Johnson’s approach to longevity and optimization.

Barrick’s Q1 2025 Results ✅ Net EPS up 59% y/y to $0.27 ✅ Adjusted net EPS up 84% y/y to $0.35 ✅ Operating cash flow up 59% y/y to $1.2 billion ✅ $143 million in share buybacks ✅ $0.10 per share quarterly dividend ✅ Full year gold and copper guidance maintained ✅ Costs per

Right now, cardinals are selecting a new Pope in this room, beneath Michelangelo's epic ceiling. But what did he actually paint up there, and what does it mean? Well, it's something quite strange — because these are no ordinary Bible scenes… (thread) 🧵

When your choices turn you into someone who has to worry about money, then you are not rich. No matter how much you make.