Joined November 2019
178 Photos and videos
IRS has a "planned outage" on June 15th. You know... estimated payment due date?
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Today’s “casual” @LTRaceSeries Mtb training. Full Silver Rush 50 MTB course (once i figured out the the course).
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Purchase of Trumpcoin and pardon in 3, 2, 1……
SAM BANKMAN-FRIED LOSES BID TO OVERTURN FRAUD CONVICTION, 25-YEAR PRISON SENTENCE
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So it’s back to where it was on 5/13? The real sell off of the AI theme, when it happens, is going to be something.
JUST IN: Broadcom shares plunge after-hours, wiping out more than $250,000,000,000.00 in market value.
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Toyota buys equity stake in #Subaru. Subaru rolls out new Outback (see Pontiac Aztec 2.0). Toyota rolls out old (nice) Outback design as an EV.
Toyota launches the bZ4X Touring, its most powerful non-GR vehicle with 367 miles range electrek.co/2026/05/13/toyot… by @EVPeteJohnson
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Hey @ConorMcGahey, At the game listening to your radio highlights from GM 1. This brings a question. Do you guys offer a radio replay option on your app or as a podcast? Would love to listen to your take on the long drive home.
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Happy First Day of the First Round of the NHL Playoffs for all those who celebrate. #nhl @NHL
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When can we expect the “super duper cease fire” announcement today in an effort to bring WTI oil back below $100?
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Feeling like a Mayan Calendar type of afternoon. Either we'll be here tomorrow (T.A.C.O) or we're eliminating a civilization? Ahh, good times.
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Every European country not willing to “help out” the United States on Iran understands that even if they do help, the President will find new illogical ways to sh&t on them, during and after. They know this. Everyone knows this.
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Hey @JimCantore A nice overnight surprise. Finally some snow in the Northern Colorado mountains. About a foot. Lots of moisture. We need it.
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A must read. Special thanks to Jim Bianco.
I am not a military analyst. I'm a financial analyst focused on macroeconomic risk. That different lens might explain why I see something most military strategists and investors are missing. --- The New Rules of Warfare—And Why We Can't Opt Out For nearly a century, warfare belonged to whoever controlled the biggest defense budget. Aircraft carriers. Stealth bombers. Multibillion-dollar weapons systems. That model is changing in ways many aren't appreciating. Ukraine and Iran are showing the West what 21st-century conflict actually looks like: decentralized, highly iterative, fast-changing, unmanned, and cheap. Neither the US nor Russia—beginning in 2022—appears prepared. We might now have no choice but to show we can fight and win such a war. The Ukraine Approach Faced with a small defense budget, a much smaller population, and a vastly outnumbered army, Ukraine had to get creative. They couldn't match Russia's industrial capacity or spending. So they abandoned that playbook entirely. They developed an entirely new way to fight, highly decentralized, iterative, and most importantly, cheap. They also created Brave1—a completely new way to conduct war. Frontline commanders log into an iPad and bypass central command entirely. They spend digital points to purchase equipment directly from hundreds of (Ukrainian) manufacturers. When they encounter a new threat, they message the manufacturer directly and work with the engineers to find a solution, even if that means they visit to the front. The result is hardware or software upgrades that once took months now take days. Here's the crucial part: hundreds of manufacturers compete fiercely for these dollars by offering the best possible product as fast as possible. This isn't centralized procurement. It's a market. Competition drives innovation at scale. Weapons evolve as the enemy evolves in real time. Units are also awarded points for confirmed kills, uploaded from drone video—a powerfully eloquent way to grade effectiveness. But the real innovation might be how they decentralized manufacturing itself. Instead of building weapons in massive, centralized factories that make perfect targets for Russian bombing, Ukraine distributed production across hundreds of small manufacturers—workshops, machine shops, garages, and yes, kitchens. Each produces components or complete systems. This approach serves two purposes: speed and survival. You can bomb a tank factory. You destroy production for months. You cannot bomb ten thousand kitchens. If one workshop gets hit, ninety-nine others keep producing. The network regenerates faster than Russia can destroy it. This is why the manufacturing process includes actual kitchens—it's not a metaphor. It's a strategy. The Metric That Defines a New Era The result is staggering: at least 70% of battlefield casualties now come from drones. This is the first time in over a century that the primary cause of combat death is neither a bullet nor an artillery shell. Since World War I, industrial warfare meant industrial killing. Ukraine has broken that equation entirely. As a result, Russia is now controlling less territory than at any point since 2022 and going backward. In March, Ukraine made gains while Russia recorded no gains for the first time in two and a half years, and Drone-led offensives recaptured 470 square kilometers while paralyzing 40% of Russian oil exports. Ukraine has lowered the "cost per kill" to less than $1,000 per casualty—a 99.98% reduction from the millions of dollars that were common in the post-9/11 wars. This isn't an incremental improvement. This is a complete inversion of modern military economics. Yet the Western defense establishment is not learning from this. Rheinmetall CEO Armin Papperger mocked Ukraine's entire approach. In The Atlantic, he called Ukrainian manufacturers "housewives with 3D printers," dismissing their work as "playing with Legos." They are not studying this revolution. They are mocking it. And the "housewives with 3D printers" are beating the Russian army! Ukraine Is Now in the Middle East The US Military and Gulf states face an eerily similar problem. Iran's Shahed drones threaten shipping in the Strait of Hormuz—a chokepoint that funnels 21% of global oil. They cannot fend off Iran by firing a $4 million Patriot missiles at $20,000 drones. They need what Ukraine has discovered: a decentralized, rapidly adaptive defense network that doesn't require centralized industrial capacity. That's why Ukraine just signed historic 10-year defense deals with Saudi Arabia, Qatar, and the UAE. Over 220 Ukrainian specialists are now on the front lines of the Persian Gulf—exporting not just weapons, but a completely new doctrine of how to fight. The precedent is set. The model works. Everyone is watching. Mosaic On April 1st, Trump threatened to bomb Iran "back to the stone ages" if they don't reopen the Strait within weeks. It's the classic 20th-century playbook: overwhelming offense force, massive bombardment, industrial-scale destruction. The problem? That playbook doesn't work against distributed, cheap, rapid-iteration systems—especially when your enemy is organized under a mosaic structure. Iran's "Mosaic Defense" doctrine is a decentralized command system where authority and capability are distributed across multiple geographic and organizational nodes. Each region operates semi-autonomously with overlapping chains of command and pre-planned contingencies. It's designed so that when you destroy the center, the edges keep fighting. You cannot decapitate a system with no head. You cannot out-bomb your way to victory when your enemy is not centralized; this was the solution for 20th-century industrial warfare. Defense Wins Championships 21st-century asymmetrical threats require defensive shields, not aggressive offenses. Ukraine has built exactly that: rapid-iteration defenses, decentralized manufacturing, commanders empowered to buy solutions in real time and rewarded for success. That same defensive model may hold the key to opening the Strait of Hormuz. Not through massive offense, but through the ability to adapt and defend quickly. Why We're Stuck Whether you viewed this as a war of choice or not, it has now become a war to keep global trade open. And that makes it inescapable. This is precisely why the US cannot declare victory and walk away from the Strait of Hormuz— or TACO. Every adversary on the planet will interpret American withdrawal as confirmation that cheap asymmetric systems work against powerful centralized platforms. And these adversaries might have sent us a message last month. In mid-March 2026, an unauthorized drone swarm penetrated Barksdale Air Force Base in Louisiana, home to the U.S. Air Force's Global Strike Command. The fact that this happened not overseas but in the United States, and that these tests occurred just weeks ago, underscores how close this threat is now. They didn't attack. They announced their presence. Every adversary watching learned that cheap drone networks can reach into the US. The Global Supply Chain Risk If the US abandons the Gulf while Iran holds the Strait contested, markets will price this as validation that cheap systems can hold global trade hostage. The current market disruptions will become permanent. Supply chains will have to pivot from "just-in-time" efficiency back to "just-in-case" redundancy. Inflation returns as safety costs money. Trade routes diversify away from vulnerable chokepoints. The global friction tax becomes permanent. The Unavoidable Truth Once you prove that cheap, asymmetric systems can hold global trade hostage, that knowledge spreads globally and irreversibly. Every adversary learns the same lesson: you don't need a $2 trillion Navy—you need $20 million in drones and the will to use them. Withdrawing while the Strait remains contested would permanently validate this model. Supply chains shift to "just-in-case" redundancy. Insurance costs rise. The friction tax becomes structural—baked into every global transaction for decades. The cost of staying is measured in months. The cost of leaving is measured in decades of economic drag. We cannot leave unfinished business.
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$15 fee per passenger to pay for the conversion.
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Update...
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Investors: “We like @Disney due to @espn’s dominance.” ESPN: “We are televising the pillow fighting championships on Sunday”. Investors:
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Thinking of election consequences, are we in the "find out" phase yet?
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Me doing search on X: "I would like to read new posts about NHL hockey." X: "Great, here's 100 of the same videos about dogs that escaped their capture and went home" (followed by other tiktok vids" ? The Tiktokification of this site is "something".
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I go on surf trips All. The. Time. I work in the Am and surf until the sun sets. The two can co-exist quite well if you let them.
Replying to @champtgram
maybe if you have a low effort mouse jiggling job you can pull this off but trying to manage teams/do complex high effort work in these settings sucks ass and it takes ALL your mental real estate away from enjoying yourself even tho you get nothing done just enjoy the trip
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Europeans while waiting on Trump to call rescinding tariffs.
europeans when asked to help unblock the strait of hormuz
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“Donating” money to airport security seems a little counter to the core mission, don’t ya think?
A major U.S. airport is asking travelers to donate gift cards to TSA workers who are working through a government shutdown and are not receiving paychecks.
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This seems a Russia/Iran plot to create similarities to a potential ceasefire in Ukraine.
BREAKING: Iran announces their requirements for a potential ceasefire with the US and Israel. Requirements include: 1. “Recognizing Iran’s legitimate rights” 2. “Iran receives a payment of reparations” 3. “Firm international guarantees against future aggression”
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