Next level AI movie making.
I did more tests with Google's #Veo3. Imagine if AI characters became aware they were living in a simulation!
Jireh retweeted
God is the only reality, and the mystic’s life is a continual discovery of that reality in all things.
Jireh retweeted
I got the chance to talk to @JessicaBRiedl (full piece linked below) about what's going on right now and she highlighted that throughline to all of this is… Congress. Congress just isn’t doing that much. They voted to give up their own power and seem to be afraid of the President. They shrug their shoulders, and say “Boy, someone should handle this”.
In the newsletter, I work through how this is somewhat Eco's “fear of difference” where dissent is dangerous and deviation is punished, etc. What we get is a legislative body that performs democracy, but no longer exercises its constitutional powers. They ignore the Constitution at great costs to their constituents.
But the problem is, this type of compliance doesn't work on the global stage. Trump thinks he’s playing poker with China, but Xi seems to hold the better hand. Martin Wolf argued in the FT that China is now more predictable than the US in the eyes of global business. It’s no longer a complement to the US economy - it’s a substitute.
More in the full piece, linked below!
Jireh retweeted
Forgive me if I come across on X as a critical old grump
There's not a scam/sham/con I've not seen in the past 50 years
And there are more scams/shams/cons right now about futures trading than the total of all previous years
Futures trading is now a con man's delight
Jireh retweeted
One of those stretches where doing less feels like the right move. There’s not a lot of clarity on where things are headed in the short or even medium term.
On one hand, equities just went through a 20% correction. That’s usually enough to shake out most weak hands and tends to be a decent spot to start buying again. Sentiment is at extremes, which often supports that case.
But on the other side, the tariff situation is messy. No clear timeline, keeps flipping on and off, and it’s happening while markets are still historically expensive. That kind of mix has capital starting to worry this could turn into a deeper or even generational downturn.
I’ve been through a couple of those. They’re rough. And I don’t think this is just a standard pullback in a healthy bull. So for me, it makes more sense to stay cautious and avoid 'some' the downside with more limited exposure, rather than bet on a quick return to the old bull market playbook.
If things do bounce back and I miss some of it, I see that as the cost of insurance—not a missed opportunity.
Jireh retweeted
But here is the difference with the previous occasions of the past decade when spreads blew out and markets subsequently collapsed >>>
They occurred after a long liquidity expansion (red arrows). These were the confirmatory signals of a reversal from bullish to bearish regimes for markets as Bitcoin and risk assets peaked.
Jireh retweeted
Don't shoot the messenger.
Just reporting on what the chart says until it says something different
Bear wedge completed with 2X target from the double top at 65,635
Jireh retweeted
This is the rock bottom - it couldn’t be worse from Ukraine’s perspective. In this case, Zelensky should have been better prepared how to engage with Trump.
Jireh retweeted
What a moment with his childhood hero 🥹❤️
#4Nations | #LetsGoOilers
Jireh retweeted
I drew this last November 26th knowing full well no self-respecting family newspaper in the country would be likely to print it. I was right. But given the events of this weekend, I’m gonna to let ‘er rip anyway.
#USA #Canada #tariffs @realDonaldTrump
Jireh retweeted
Readers added context they thought people might want to know
The phrase only began to circulate on social media in late 2020 and early 2021, thousands of years after Sun Tzu’s lifetime. David G. Jones, a researcher and author on Sun Tzu’s writings, has marked this quote as misattributed to Sun Tzu.
truthorfiction.com/sun-tzu-rule-o…
Jireh retweeted
This is absolutely priceless. And probably the most frightening clip you'll ever watch on the people in charge of the US economy.
Jared Bernstein is literally the Chair of the Council of Economic Advisers, the main agency advising Biden on economic policy
Jireh retweeted
The US finally admitting openly by providing further military aid to Ukraine that the #DragonBear is coordinating with Iran to entangle the current geopolitical hotspots in Ukraine, Gaza, the Red Sea, and by extension in the Indo-Pacific (Taiwan, SCS, North Korea). #Velsig
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The new geopolitical world order. And crypto sits over, around and alongside it. $BTC $TIA $XRP #rwa
Bifurcation of the Global System along the key chokepoints and global supply chains is finally manifesting itself by affecting global trade and economy. We are in Cold War 2.0 between the US and the DragonBear. #Velsig