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Joined December 2015
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La cantidad de gente que se despeña en ese salto de octava es motivo suficiente para cambiar de canción de cumpleaños antes de que tengamos un accidente grave.
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And we know the tool works, because the EU already uses it. Since 2014 it has banned imports of all goods from illegally annexed Crimea and Sevastopol, and blocked investment and technology there. That is almost exactly the settlement-goods ban now called too complex for the West Bank, running for over a decade against another occupation. Against Russia the EU even restricted energy by majority over Hungary’s objection. The tools exist. What changes is the will to use them.
↳ Consilium — EU import ban on goods from annexed Crimea/Sevastopol since 2014: consilium.europa.eu/en/polic…
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Here is the machinery. Sanctioning ministers or suspending the whole deal needs all 27 to agree, so one veto kills it, which makes those proposals safe to back because they are doomed. Trade measures are different: they need only a qualified majority of 15, and at least 15 are ready. The Commission did table a broad trade-suspension proposal back in September 2025, and Germany and Italy have kept it frozen for nine months. The narrower settlement-goods ban that could clear the threshold has not been tabled at all, and only the Commission can table it, not Kallas. Von der Leyen holds the pen and will not write.
↳ Euronews — Commission’s Sept 2025 trade-suspension proposal; QMV; von der Leyen “difficult to find majorities”: euronews.com/video/2025/09/1…
↳ RTÉ — “at least 15” states ready on settlement goods; proposal not forthcoming; Kallas requested it (today): rte.ie/news/europe/2026/0615…
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Today the EU had a choice on Israel, and it chose nothing. No sanctions on Ben-Gvir. No ban on settlement goods. No suspension of the trade deal. The same day, a leaked document revealed the EU has known since 2017 that it could lawfully do all of this. So this is not a story about what Europe cannot do. It is a story about what it refuses to do, and how it hides the refusal. 🧵
↳ Reuters : “no consensus” on Ben-Gvir (today): usnews.com/news/world/articl…
The HR/VP @kajakallas is currently in Luxembourg to chair the Foreign Affairs Council meeting.
Watch HR/VP Kaja Kallas remarks following today's meeting: x.com/i/broadcasts/1qxvvvZaa…
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dimaugh retweeted
"Hopefully in 10 years we won't be dependent on American idiots."
Jun 14
Israeli Telegram channel with 180K members is in mourning and fury:
"God will curse Trump."
"The first war in Israel's history that we lost."
"We have to admit the facts: Iranians taught America a lesson."
"Hopefully in 10 years we won't be dependent on American idiots."
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dimaugh retweeted
Jun 14
A real peace deal will require multiple layers of face-saving narrative obfuscation for the parties to sell the deal to their domestic audiences. Iranian tolls on the strait become "maintenance fees." The release of frozen Iranian assets will be called joint US/Iranian trade deals, etc. A compromise on the nuclear issue can be spun.
But if and when the Israelis decide they've had enough, they'll have to grapple with the political impossibility of conceding to Iranian demands for a ceasefire or withdrawal from Lebanon. Blaming Trump for restraining them is a tool they've used before, but it may not be sufficient this time.
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Jun 15
It's great how whatever the subject is, the Europeans are always "ready" to do something. They never actually do it unless someone forces them to. But they're always "prepared" or "planning" to do it.
Jun 14
BREAKING: Germany, Italy, France, UK say ready to lift sanctions on Iran
🔴 LIVE updates: aje.news/y3hc1w?update=46598…
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dimaugh retweeted
Jun 15
BREAKING: Iran says the US has agreed to permanently hand over the Strait of Hormuz to Iran under their full sovereign authority, with Iran collecting tolls called "service fees" from all commercial ships after a 60-day waiver period. The opening is planned for Friday, after the signing, per Fars.
With pre-war Hormuz traffic at 30,000 vessels and 7.6 billion barrels of oil per year, this could generate $10 billion in annual revenue for Iran, and comes on top of the $300 billion in reconstruction funds directly sent to Iran.
This also directly contradicts Trump's claim of a "toll free opening of the Strait of Hormuz" under no fees.
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Jun 15
AI hyperscalers have topped out US debt markets and are now globalising liabilities to allied capital markets so pensioners worldwide can enjoy the coming implosion of credit collapse.
Jun 14
This is WILD!
Something very large is happening in global bond markets, and most people are completely missing it (Save this).
The hyperscalers, Amazon, Google, Microsoft, and Meta have collectively committed $725 billion in capital expenditure for 2026 alone, up 77% from the $410 billion record set in 2025, and Goldman Sachs projects total combined capex from 2026 through 2031 reaching $7.6 trillion.
Those numbers are so large they have broken the American bond market's ability to absorb them.
In 2024, not a single dollar of hyperscaler bond issuance was in a non-USD currency.
In 2025, 100% of new non-USD issuance was new meaning the category barely existed the year before.
By 2026, non-USD currencies already account for 48% of hyperscaler bond funding, with the euro at 52% of that slice, JPY at 15%, CAD at 14%, GBP at 12%, and CHF at 7%.
Bank of America confirmed the shift, hyperscalers have doubled the non-dollar share of their bond funding to 30% of total issuance in 2026.
The individual deal sizes tell the story of how fast this is moving.
In May, Alphabet issued ¥576.5 billion approximately $3.6 billion in yen denominated bonds, the largest yen bond ever sold by any non-Japanese company in history, surpassing the previous record set by Berkshire Hathaway in 2019.
Then Amazon came in June and issued C$14 billion in Canadian dollar bonds, the largest corporate bond ever sold in the Canadian market, attracting over C$28 billion in investor orders, nearly double the amount ultimately sold.
Amazon's single Canadian deal surpassed Alphabet's previous record Canadian issuance of C$8.5 billion set just weeks earlier in May.
Alphabet has now set borrowing records in yen, Canadian dollars, Swiss francs, and sterling in a single calendar year.
Morgan Stanley projects euro borrowing by hyperscalers will hit €50 billion in 2026 potentially making the United States the single largest source of corporate debt issuance in the entire eurozone, ahead of France.
Global AI-related debt issuance is projected to reach $570 billion for the full year 2026, according to Morgan Stanley more than double the pace of the same period last year and nearly four times the 2022 level.
The AI infrastructure buildout is so capital-intensive that even the most cash-rich companies in human history, Apple, Microsoft, Alphabet, Amazon, and Meta collectively hold over a trillion dollars in cash and near-cash assets have concluded they cannot self-fund it.
And they are barely started.
Come join Milk Road Pro for our full breakdown, what $7.6 trillion in hyperscaler capex means for global credit markets over the next five years and our entire Ai thesis.
Link below!
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¿Las reparaciones las pagan los países del Golfo? Eres irrepetible, Donald.
Jun 15
⚡️JUST IN: JD Vance confirms that Iran will receive $300 billion for reconstruction
"That's the sort of things they could have access to, so long as they honor their end of the obligation"
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dimaugh retweeted
Jun 15
BREAKING: 🇺🇸🇮🇷 JD Vance confirms that Iran will get $300 billion for war damages
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Jun 14
Je suis sincèrement désolé de vous partager de telles images un dimanche soir, mais à l'approche de l'été, les gens doivent savoir ce qui se passe sur les plages en matière de racket organisé.
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Jun 14
Jun 14
IRAN'S FARS: IT HAS BEEN DECIDED THAT MARINE TRAFFIC THROUGH THE GULF WILL BE REGULATED BY IRAN IN COORDINATION WITH OMAN
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Mi esperanza a estas alturas es que una crisis de combustible haga inviables los vuelos, que ir en mula vuelva a ser la locomoción preferente.
Entonces se podrá respirar en Granada, Málaga, Sevilla y otras tantas y quién sabe, tal vez hasta recuperen el carácter propio.
Jun 13
Este vídeo del centro de Málaga me dio pena. La chica con el altavoz gigante haciendo el show, la despedida de soltero por detrás, las señales de 'city centre hostels' en inglés... Malagueños, espero que estéis bien. 🥲
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Es mi profe!
Jun 13
Los instrumentos medievales que (quizá) nunca sonaron
eldiario.es/cultura/arte/ins…
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dimaugh retweeted
Jun 13
Para dar contexto a la condena británica sobre los militantes de Palestine Action contra el genocidio, a quienes han metido 25 años, en Reino Unido hay cientos de israelíes con doble nacionalidad cuyos crímenes de guerra están documentados que se pasean impunemente como si nada.
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Jun 12
You can be repulsed by the general idea that there's a trillionaire while also being repulsed by the specific idea that it's Elon Musk.
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Jun 11
Clavicular in 2050
Clavicular had his wisdom teeth removed just one day after undergoing otoplasty surgery😳
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