The eruption of evil in the world in the past few years has come as a surprise to many of us. I think that’s partly because we forget too easily spiritual teachings about the dark side of human nature. One of the reasons why we need spiritual teachings & ancient wisdom.

We witness total collapse of the West. An absolute fall. Trump was the last hope to save the West. He is now revealed as pure nothing. Corrupted perverted zero. Less than zero. No way out.

Araghchi’s tweet reflected an understanding in Tehran, likely based on what they heard from Pakistan, that if they took a positive step by opening Strait of Hormuz, US would reciprocate by lifting the blockade. But Trump kept the blockade in place, and through his many tweets,

Laeeth is a criminally underfollowed former bigshot hedge fund manager with great ideas

Anyone telling you that you need to use Claude to run just about any OpenClaw spending a wacky $1000 or more per month is no expert you should trust. Use @Grok. Great pricing and 4.3 is in another category. You won’t be burning $1000 a month. You will absolutely thank me.

In two days, the EIA will report a massive increase in USA exports of oil and a resultant drop in USA oil storage levels, and that my friends, is the deadline to have already made the bet on higher for longer oil prices. T minus 2 days.

China has been concerned about the block of Strait of Malacca for decades. The concern of US Navy blocking the area to strangle China has been haunting multiple generations of Chinese leadership. If that is blocked, China will be cut off from Persian Gulf energy. Chinese

Russia just gave Germany less than 2 weeks notice. Germany stopped buying Russian oil in 2022 and replaced it with Kazakh oil. The oil still travels through a Russian pipeline so Russia still decides if it moves. On May 1 it will not. The refinery receiving that oil supplies

David Lee It is not a plan designed by Trump. I posted it 4 years ago, because I could see it on the basis of energy. US foreign policy does not depend on the president. As of today, US (with the great help of Iran 🙏) has choked off Hormuz, happily. China is getting nothing, nobody is

Everyone watches humanoid robots, but there is a whole bottom up smart hardware world starting up in Shenzhen. $TUYA

Not sure why people get so toxic over someone sharing a market view. It’s an opinion, not a prophecy. This isn’t a prediction game but a positioning game. Trying to maximize outcome in all environments. And in trading, opinions are wrong all the time and change with the tape.

The 3 ideas Trump had to reduce the deficit were DOGE, $1 million “Gold Card” visas, and tariffs. None worked.

Gas/electricity is 29% of Hikari's *operating profit*. Today the investment portfolio is ~half the company. So gas/electricty is only 15% of the business. Really this is just an investment holding company today.

There is a rocks, paper, scissors relationship between 🥕 The Carrot 🪾 The Stick 🛕 A Higher calling Material rewards can corrupt higher callings such as religion or patriotic duty (Carrot > Higher Calling) Punishment is more powerful than rewards in terms of driving behavior

Australian union votes in favor of strikes at a big LNG export plant 🇦🇺⚠️ Workers could begin strikes after May 15 at the Ichthys export plant, which provided ~2% of global supply last year The timing isn't great. Global LNG supply is tightening due to the Hormuz closure

A mathematician who shared an office with Claude Shannon at Bell Labs gave one lecture in 1986 that explains why some people win Nobel Prizes and other equally smart people spend their whole lives doing forgettable work. His name was Richard Hamming. He won the Turing Award. He

Record turnout in Tonopah for an analyst site visit, hot on the heels of our PEA and 3 drills turning. $BRC.V $BKRRF

Put another way- it’s not the amount of gold they’re buying. It’s the amount of money they’re spending to buy. They just don’t care anymore. They need the gold so they print the money to buy it.

Give me someone who can be responsible for an entire area--someone who can design, hire, and sort to achieve the goal--and I can be comfortable things will go well. These are the most important people to choose and manage well. Senior managers must be capable of higher-level