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My new #clip Cadence Lux's First Live Session - An Intense Training! just got sold! Cadence Lux⛓️ experiences intense pleasure during this session 😵‍💫 👇 Available now on C4S & APClips! #hypno #hypnosis #mesmerize #deepsleep #trance #hypnodoll #mindless #hypnotized #erotichypnosis #doll #orgasm #brainwash

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🦵 Recovery Update: 2.5 Months Later It’s now been two and a half months since I badly twisted my knee during the summer holidays. At first, I thought it would be a minor setback—just a week or so of rest. But it turned out to be more serious, and I ended up needing surgery. Last Sunday marked nearly one month since the operation. I had a follow-up with the surgeon who said things are healing nicely and gave me the green light to start putting weight on my left leg and begin knee-bending exercises. This morning was my first physiotherapy session at the hospital—and wow, what an experience! The doctor strapped my leg into a machine that bends and straightens your knee for you. He set it to 70 degrees (which is as far as I can bend it for now), turned it on, handed me a panic button, and said “see you in an hour!” 😳 Every 50 seconds it bent to the limit. The pain was intense, but I kept going. When the doctor came back to check on me, I said (very British) “I’m fine.” So, naturally, he turned it up! 😩 Eventually, he noticed the pain in my face and dialled it back to 72 degrees. Small mercies! But the real pain came next—when he manually tried to bend my knee further. I actually cried out. He told me my knee is still very stiff and that full recovery might take many months. He’s given me some exercises to do at home, and I’m back in the “torture chamber” again next Thursday. Not looking forward to it—but I know this is the path to recovery. 🎯 My goal? To be walking (with a limp and a stick) in time for the Royal Blossom train trip to Hua Hin on 12 July. Whether I’ll manage to get up the train steps is another story… let’s see! #Thailand

Richard Barrow

15,303 views • 1 year ago

Here’s the ICE watch training video Cam Higby 🇺🇸 found. Let’s deconstruct the first few minutes. Lead by Eric Ward, a senior fellow at the Southern Poverty Law Center, a far-left NGO with nearly a billion-dollar endowment. His academic work is in “Stochastic terrorism,” which is “using hostile public rhetoric, repeated and amplified across media and communication platforms.” Literally, his expertise is manipulating minds. He’s not an expert on peaceful protests. He’s not an operational guy. His background is in psychological warfare. Participants were told “for their safety” they must “have training,” but this training isn’t about situational awareness, first aid, or practical defense against pepper spray. It’s, in fact, teaching you how to mentally prepare to escalate violence. Let’s look at his tactic. First, a meditation session. Why? To get you “out of your brain” and in “touch with feelings.” He then explicitly tells everyone to tune out everything but their feelings. Next… the four thousand people here are being asked to confront armed federal agents. What is the natural reaction for anyone confronting armed men? Nervousness. I love the police; my father-in-law was an NYPD officer, but my heart beats faster when I’m pulled over by my local PD. He’s telling them to listen to that “heat behind the eyes, tremble in your hands,” which is fine, but then he is lying. He’s telling you to interpret that natural panic when facing authority as moral superiority and your “conscious.” Next, he has to dehumanize opponents and set the stage for “us vs. them,” but this is tricky because almost every American knows a Republican. So he says “I want to be clear who they are,” and he gets very specific so the picture of your MAGA uncle or priest doesn’t enter your mind. Then he states the obvious, which everyone (even MAGA) will agree on: “Renee Good should be alive. Alex Pretti should be alive.” I agree with that statement, but the question is who’s responsible for their deaths. IMHO, the person most responsible is Eric Ward, but of course, he’s not going to blame himself. Then he says, “The people who died at the hands of ICE snd border patrol should be alive.” What people? He doesn’t say. It’s not about the people; it’s about drawing a straight line from Renee and Alex to ICE. Then he says, “Let’s tell the truth.” Which any kindergartener knows is followed by lies, but his listeners are in a trance from the breathing exercise. Listen to the sing-song nature of how he speaks. It’s literally hypnosis. Hypnosis for the BIG whopper lie: “Federal law enforcement is not here to keep us safe.” Really, Eric? Maybe you can make an argument that some federal law enforcement isn’t here to keep us safe… but you didn’t specify. You didn’t exclude organizations like the US Coast Guard, which is federal immigration law enforcement and does keep us safe. Why? Because he needs to paint with broad strokes in case other agencies are called in. Nad now the stage is set to dehumanize: “Federal law enforcement is killing people, beating people…” And the worst lie: “Detaining people like disposable objects.” Once you are hypnotized. Once you trust your feelings over facts. Once you know those feelings make you morally superior. Once you know ICE thinks you are “disposable garbage,” then you are prepared to act with violence! Just trust your feelings and don’t look at the massive endowment the Southern Poverty Law Center has to fund physiological operatives trained in Marxist theory like Eric Ward.

John Ʌ Konrad V

230,051 views • 8 months ago

Look ma new Codex Updates! 0.119.0 and 0.120.0 are here. And with it, a HUGE number of quality of life updates and bug fixes! > Hooks now render in a dedicated live area above the composer. They only persist when they have output, so your terminal stays clean. If you're running PreToolUse or PostToolUse hooks, this is a huge readability win. > Hooks are now available again on Windows > CTRL+O copies the last agent output. Small but clutch when you're pulling a code block into another file or chat. > New statusline option: context usage as a graphical bar instead of a percentage. Easier to glance at mid-session when you're trying to gauge how much runway you have left. > Zellij support is here with no scrollback bugs. If you've been stuck on tmux just because Codex was broken in Zellij, you're free now (shout out Felipe Coury 🦀) > Memory extensions just landed. The consolidation agent can now discover plugin folders under memories_extensions/ and read their instructions.md to learn how to interpret new memory sources. Drop a folder in, give it guidance, and the agent picks it up automatically during summarization. No core code changes needed. This is the first real extension point for Codex's memory system, and it opens the door for third-party memory plugins. > Did you know, you can /rename a thread? But what's really cool about that is, after you rename it, you can resume it with the same name, no more UUIDs. codex resume mynewapp or directly from the TUI: /resume mynewapp > Multi agents v2 got an update to tool descriptions More reliable multi agent environments and inter agent communication > You can now enable TUI notifications whether Codex is in focus or not. Modify this in your config: [tui] notification_condition = "always" > MAJOR overhaul to Codex MCP functionality: 1. Codex Tool Search now works with custom MCP servers, so tools can be searched and deferred instead of all being exposed up front. 2. Custom MCP servers can now trigger elicitations, meaning they can stop and ask for user approval or input mid-flow. 3. MCP tool results now preserve richer metadata, which improves app/UI handoff behavior. 4. Codex can now read MCP resources directly, letting apps return resource URIs that the client can actually open. 5. File params for Codex Apps are smoother: local file paths can be uploaded and remapped automatically. 6. Plugin cache refresh and fallback sync behavior are more reliable, especially for custom and curated plugins. > Composer and chat behavior smoother overall, resize bugs remain though. > Realtime v2 got several significant improvements as well. > You're still reading? What a legend. 🫶 npm i -g @openai/codex to update

am.will

742,455 views • 5 months ago

If you watch this ~50 minute screen recording closely (yeah, I know, it's long; there are also some times when my computer was very slow and laggy, just skip past that part. And at one point I had to run and get my 9-month-old a new bottle and left it on a boring screen, sorry!), I believe you can see real signs of the kind of runaway, recursive AI self-improvement that people have been warning of for a while (Mr. Kurzweil most notably and prophetically). Why do I say that? What's different now? Well, there's a reason my set of agent coding tooling is called the Flywheel. These tools all mutually self-reinforce each other. And they all flow directly into my ntm tool (short for "named_tmux_manager"), which acts as a sort of integration point and nerve center for the tools (this is becoming more true by the minute as I'm now seriously working on ntm). Now, ntm was something I started making to automate some aspects of my workflow, but it was the kind of thing where, until it was perfect, it sort of just slowed me down. So I didn't actually use it even though I kept working on it and trying to improve it, and suggested to users that they try it in my tutorials. Well anyway, I finally got around to "dogfooding" ntm last night, and now it's going to get very dramatically better at an alarming rate. Some of that is from applying my "idea wizard" prompt to generate more useful features and building that stuff out and addressing obvious pain points I encountered during my newfound usage of the tool. But a lot comes from my realization that, once again, ntm's true utility is not as a tool for ME, but for an agent. That is, ntm lets one instance of Claude Code or Codex act as, well, me, do the things that I had been doing manually. Do I wish I had started using ntm earlier? No, for two big reasons: 1) Doing it manually helped me build up my intuition massively, which directly led me down the path of creating useful prompt strategies and workflows; these often began as ad-hoc prompts that I realized could be generalized and made more versatile/universal. Lesson: don't prematurely automate until you have an intimate, intuitive feel for your "core value-add loop." Otherwise you'll have a fully automated system quickly that efficiently and automatically does a stupid or otherwise sub-optimal thing. 2) My eyes have been opened to the beauty and power of Skills. I'm not talking about your garden-variety skills that are just a simple markdown file. I'm talking about true tour-de-force directories of perfectly structured and organized files that are filled with good information, insights, workflows, etc., but presented in a way that is highly optimized for consumption by AI agents, with extreme attention paid to things like perfect progressive disclosure, token density, agent-ergonomics, agent-intuitiveness, etc. And also Skills that go way beyond markdown files, with full integration into Claude Code where it makes sense via hooks, sub-agents, and even Python scripts. These kinds of skills are a qualitative difference in expressive power and usefulness and a total game changer. They are also effectively composable, creating almost an algebra of skills that let you use them together in powerful ways. I'm working on a subscription service website and CLI tool now to share what I've learned here most effectively, stay tuned for that in the coming days. Anyway, I now know what to make and how to make it. So, getting back to that screen recording, what does it show that makes me claim recursive self-improvement is here? If you keep your eye on the upper left tmux pane, that's the "controller" agent. It is using ntm to control all the other panes which are also running Claude Code (but ntm fully supports other agent types like Codex and Gemini-CLI, and it's trivially easy to mix and match them if you wanted to have, say, 8 CCs and 6 Codexes for writing the code and 3 Gemini-CLIs for reviewing code.) Now, there's nothing that crazy about this much so far. But where it starts to get very cool is that as the session continues and we encounter real-world problems, things like my ridiculously overloaded computer that keeps hanging for long periods, Claude Code instances that crash and get into a frozen, unresponsive state, it can learn from that. And you can see it using my skill writing skill to refine its ntm vibe coding skill in real time. And then take that skill and refine it to be more intuitive for itself. Or use my cass tool skill to search all the session histories to look for problems that came up and strategize how to solve them. The most useful part was when, towards the end of the session, I told it to reflect on all the things we had done and problems we encountered. One way it can usefully leverage those reflections is by improving its ntm vibe coding skill to make it cover more edge cases and exigencies. But the other, more fundamental, way is for it to conceive of and design the optimal new features and functionality for ntm itself so that the tool embodies those lessons in a first-class way. This offloads cognition from its brain onto its tooling, just like how a person can lean on spellcheck or a calculator. It codifies correct, effective reasoning at the tool level, where it's more reliable and robust and repeatable. And btw, did you notice what code base it was working on the whole time? It was none other than ntm itself! So as it worked on its own tool, it had reflections and ideas about how to further improve the tool. Now, it could have just as easily gotten those insights and ideas while using ntm to work on a different project, but the fact that it was working on itself is almost gloriously meta and recursive. So by the end, after learning from tending to a big group of agent workers (btw, I have previously emphasized doing everything in a really distributed/decentralized way, where each fungible agent gets identical marching orders that tell it to use my bv tool to find the optimal bead to work on. This does work very well, but occasionally results in some contention and overlap from thundering herd, or at least wastes time/tokens/communication in avoiding that before the agents waste time duplicating work. But in this new ntm-oriented workflow, I was able to have the controller agent in the upper left use bv itself and then optimally parcel out the instructions to each agent so that we could know for sure that there's no overlap), I ended up with a ton of new beads for new features, which I had it optimize and polish a few times. Now I can swap to a new Claude Max account and have the swarm implement all those new features! It should only take a couple passes like the one shown in the screen recording to get everything implemented. Then we can rinse and repeat, having the agent read through the full session histories of each agent and its experience from its own session in sending ntm commands and seeing how they worked out in practice, to come up with the next batch of changes to both its ntm vibe coding skill AND to the ntm tool itself. Do you see how rapidly this turns into Skynet? My mistake earlier was in focusing on making myself a "faster horse" as Henry Ford used to joke about customers wanting before he showed them what they should really want (a Model T). That is, something that would make my experience nicer while doing this agent swarm based development workflow. But the obvious lesson is that you should make all your tooling agent-first because the agents are just better at this stuff. You can still watch, and of course I did add a ridiculous number of very nice human-centric features to ntm that you'll be seeing in the next day or two, but those are really kind of "for fun" to make us humans feel better about the process. All the real value-add is happening "by agents, for agents." PS: Towards the end, you can see me switch to my Mac and tell Claude to improve the skill that I made earlier today for taking the mkv screen recording files from OBS Studio and muxing them into MP4 files for sharing, while downloading songs from YouTube to serve as the background music. I made it so it can also grab the thumbnails and generate little song credit cards that show up in the lower right corner. This worked perfectly the first time! I'll include some screenshots in a response post showing how that worked, but it was awesome to witness. Skills are POWERFUL. I'll also post a link to this video on YouTube if you prefer to watch it there.

Jeffrey Emanuel

25,483 views • 8 months ago

Imagine being such an amateur rookie that you use CapCut video editing app to edit an A.I. deep fake you made showing #KarenRead & her Attorney Alan Jackson “canoodling”, but forgot to remove the “CapCut” screen automatically appended to the end of it? Yeah, rookie move! But, that’s not the only one… This A.I. defamer who created this “Live Photo”—essentially a short video clip—also forgot to edit out their computer or iPhone notification tone sound from the background audio they dubbed into it—something that would never occur, as it presents here, in an authentic Live Photo. There are also visually several things at first glance that quite obviously give it away & make apparent it’s not real. These include: - The fact that the purported Alan Jackson (in the “Live Photo”) doesn’t at all resemble Alan Jackson - AJ’s head & face apparate and morph throughout (gee, if I didn’t know any better, I’d guess that this came from the same source as the Sallyport footage 😂) - AJ’s bracelet on his right wrist that he’s always seen in & wore throughout pretrial hearings & during trial is missing - The dichotomy in resolution of Alan Jackson & Karen Read—their faces in particular—and the things in the foreground & background, which are comparatively far more clearer This is such a shameful & disgraceful move, and shame on anyone for even believing it was real in the first place! Do you really think that these two individuals, Alan Jackson & Karen Read—who were in the national spotlight as they awaited the jury to come back with a verdict, with everyone’s eyeballs on them—would be that stupid & clueless, if they were “canoodling”, to “canoodle” right outside of the hotel Jackson was staying at, in public, right in front of cameras for the whole world to see, when they could just go inside to the privacy of a hotel room? 🤦🏻‍♀️ It strains credulity. Come on people! Respectfully, use your head! Personally, this is why I lent no credence to it in the first place & decided it wasn’t worthy of acknowledgement. Plus, it has nothing to do with the case or trial. But I do care about correcting the record & getting to the truth. Fortunately, thanks to Lars Daniel of Envista Forensics who came to set the record straight, that’s now possible. So, now the question is: Where & from whom did this deep.. or shallow fake 😂 come from? Who made it? And why did they make it? New York Post even ran with it, claiming they verified the authenticity of it via its metadata. What the New York Post apparently doesn’t know is that there are apps that very easily allow you to edit, alter, insert and manipulate metadata. Exif, Metapho & MyMeta are some examples, just to name a few. Alex Oliveira & Steven Vago published the attached article, broadcasting this defamatory, deeply harmful story to the world. Alan Jackson has a wife and a young daughter. How do you think they felt seeing this story? And then the Post even acted on this false information to follow Alan Jackson & his family all the way back to California to the confines of their own home & around town to capture photos of them so as to—I’d wager to say—create the appearance of a fractured couple / family / home. I’m just curious, if New York Post cared about the truth of this story, why not ask Alan Jackson himself when you’re following him around taking pics? While I don’t necessarily blame the reporters or attribute any bad intentions to them—because they apparently got duped—I do think they owe it to the public & those harmed by this malicious deep fake to let them know who sent it to them, and to promptly publish a retraction article apologizing. Just my two cents. It’s amazing this even got through the NYPost legal team, particularly considering the fact that Alan Jackson is one of the top criminal defense attorneys in the country, and certainly doesn’t seem like the type of person you’d want to mess with when it comes to defamation. #KarenReadTrial #FreeKarenRead #CantonCoverup

Olivia

221,739 views • 2 years ago

BREAKING: $2.5 trillion just got wiped from global markets in 24 hours. Bitcoin crashed below $60,000. The Nasdaq dropped 4% in a single session. And every retail trader's feed is full of people posting their losses in real time... Bitcoin fell from $78,000 to $59,300 in 5 days. A 24% drop in under a week. $1.5 billion in leveraged crypto positions got liquidated in 24 hours. Long positions made up $1.28 billion of that. The fourth time in 5 days that daily liquidations crossed $1 billion. US spot Bitcoin ETFs have now posted 11 consecutive days of outflows. $3.5 billion pulled out by institutions in less than two weeks. Then the equity side cracked. Broadcom dropped 13%. Micron dropped 9.5%. SanDisk dropped 11%. Western Digital dropped 8.5%. Roughly $1 trillion in market cap erased from semiconductors alone. Strategy, the largest corporate Bitcoin holder on earth, dropped 10% after disclosing its first Bitcoin sale in years. 32 coins. $2.5 million. A rounding error against their $59 billion stack. It didn't matter. When the maximalist sells one coin, everybody else hears permission to dump everything. Now here's what actually triggered all of this. The May jobs report came in too strong. 172,000 new jobs against an 85,000 estimate. Prior months revised up by another 93,000. That single data point killed the rate cut narrative. If the economy is too strong, the Fed doesn't cut. If the Fed doesn't cut, risk assets get repriced. Crypto first. Tech stocks second. Everything else last. The entire rally of the past 12 months was built on one assumption. Rates are coming down. That assumption got vaporized in one report. And the market reacted exactly the way it always reacts: Panic. Right now Twitter is full of people posting their losses. "Down $40,000 this week." "Sold my entire crypto position." "Out of the market until things calm down." This is the exact moment retail always loses. Not because the market crashed. Because they're making decisions while watching the crash happen in real time. Every single one of these crashes follows the same pattern. October 2025: $19 billion in liquidations. The biggest wipeout in crypto history. Bitcoin made a new all-time high three weeks later. March 2026: S&P 500 dropped 7% on the Iran war. Retail panic sold at the bottom. The index recovered to a new all-time high in 18 days. February 2026: Bitcoin dropped 15% in one day. Two days later it had bounced 11%. Same script. Every time. The crash creates the opportunity. The panic transfers the assets. The people who sell at the bottom always fund the returns of the people who don't. Here's what's actually different this time: Crypto is no longer separate from equities. Bitcoin used to be the "uncorrelated asset." That story died this week. Bitcoin moved down with the Nasdaq. Down with semis. Down with tech. Down with everything. The diversification most retail investors thought they had? They never had it. They held the same trade in three different wrappers. A Nasdaq ETF. A Bitcoin position. A pile of tech stocks. All three crashed together because all three were the same bet on cheap money. This is the moment that exposes who has a system and who was just riding a narrative. The narrative investor sees their feed full of losses and panics. They sell at the bottom. They sit in cash through the recovery. They buy back in 6 months later when the headlines feel safe again. They have already locked in the worst possible outcome. The systematic investor sees the same feed and doesn't react. Because the system already decided what to do at every price level before today happened. Surmount was built for exactly this moment. Automated, rules-based strategies that execute when the market crashes, not when your emotions do. No panic selling. No FOMO buying. Just rules. Running. While everyone else is screenshotting their losses.

Surmount

48,221 views • 3 months ago

The Berliner Prosecution / #Staatsanwaltschaft is a criminal organization, see for yourself: Recap: 02/14/23 Called Polizei Berlin to get rid of Helena Miller for stalking and harassment, she defamed / lied about a mental illness (psychosis) allegedly caused by my last remaining pain medicine (cannabis) Note: I showed my prescriptions and dosage plan, witnesses by my wife. Police obtained a search warrant and ambushed me while leaning peacfully by the window in my daughter's bedroom ventilating the apartment as always. They then lied about the event, and reported that I attacked them, swinging and kicking, (see bloodstains in the corner). Here the injuries I sustained: They first tried to suffocate me, no attempt to make an arrest were made, then a POK Annika Fischer tried to break my neck while four others pinned me down on all for limps, and whole lot more, see link above. I got booked in a psych ward at the Charité - Universitätsmedizin Berlin Station 155, and put on COVID-Isolation after they did a test upon arrival. Helena Miller called the station, which ended up issuing a diagnosis without ever seeing me. See my videos starting on 16.02.23 from the psych ward after my wife brought me my phone below. Better Karma sent the Bezirksamt Mitte Social Psychiatric Service after contacting them on 01.06.23. The next day 02.06.23 right after my morning rehab training, I got greeted by a frantic Leni Hoellerer together with the Polizei Berlin pressing me to let them in to talk. When I refused and dismissed them to go and check my mailbox instead with my coffee mug in hand, I got put in cuffs in front of my neighbors. Despite my demands to be uncuffed and let back up, they drove me to the Charité - Universitätsmedizin Berlin. The same doctor, C. Müller, who already issued the false diagnosis told me that I have to stay per judges orders. After a short phone call, I received my US Passport back and left. The reason for the PsychKG application, based on self endagerment, prolonged tanning (sun exposure) and not consuming enough fluid as reported by Helena Miller on 01.06.23, was ruled unlawful by Judge Arukaslan on 02.06.23. I filed a Polizei Berlin report against Leni Hoellerer and Dr. Biernaht of the Social Psychiatric Service, but the prosecution denied the investigation, because of self endangerment not drinking enough and exposing myself to the sun too much, at 10AM in the morning. Essentially the exact wording used by Dr. Biernaht after a call with Helena Miller. Here that story: Note: The prosecution should have had enough evidence to close any case against me, hand over my unlawfully seized medicine, and investigate Polizei Berlin A56, holding sufficient evidence since 23.03.23. However, a prosecutor Weidemann offered me a deal on 11.04.23, saying that she would close the case, if I consent to having my medicine permanently seized and do not press criminal charges against those criminal cops from 14.02.23. After being humilated and embarrassed infront of my neighbors and having my personal rights violated once again, we got a visit from a BMBFSFJ employee M. Waelisch and Bezirksamt Mitte Leni Hoellerer on 30.06.23. During the meeting, M. Waelisch kept pressing me to sign some "family help", and then threatened that we might lose custody, that our child might have to live in a foster home if I refused to sign, and that he would report to family court that our daughter is endagered here at home. After that we got a visite from a Ariane Wichmann, who coerced my daughter to let her in to question her while I was out grocery shopping. I audio recorded the meeting with her for my legal protection at this point. Despite a clear 30 minute conversation, holding the audio files, she falsely reported that she had to limit me, and that I was psychotic, something the audio files clearly debunk. Then came the court date 27.09.23 on my wife's day off, I called a day before to cancel the hearing, because the case is inherently and obviously unlawful. However, when I told judge Bergmann that the case is unlwaful, and objecting the presentaton of false evidence by Ariane Wichmann and M. Waelisch, I got ejected from the court room. The judge then coerced my intimidated indigenous Mexican wife to chose between me at home or our daughter in a foster home. Here my angry rant from the court house after being ejected, denied my right to be heard: On 10.10.23 while working on making an inlay shelf in the kitchen, removig some drywall I got removed from my home by Ariane Wichmann and Berliner Police. Made homeless without a shower and still injured with a doctors note of incapacitation. Now we are getting to the Family Court, Prosecution and Vivantes Netzwerk für Gesundheit GmbH crime collusion. Judge Bergmann ordered a psychological exploration for me at the Vivantes Netzwerk für Gesundheit GmbH Humboldt with a Dr. S. Krüger. I recorded both meetings, the first biographic meeting with S. Krüger on 26.03.24 and the psychological assessment with Dr. Koes on 10.04.24. Now my argument: If cannabis, my last remaining chronic pain management medicine since 2017 would have ever caused a psychosis, mental extreme state, deulsions and paranoia, as well as aggresive behavior, why hasn't it happened on 10.04.24. Also, S. Krüger wasn't even present on 10.04.24, but wrote that she noticed that I was sweating profusely the longer the exploration went. Mr. Koes said that there are no signs of a personality disorder and no psychotic symptoms, and that this is what they would write in the report for Judge Bergmann. I just received a letter today, about a disciplinary complaint against Prosecutor Mali who apparently handled that case 274 JS 1930/23, denying an investigation saying obtaining the report by S. Krüger on 30.04.24 was legal, however the official date of the writte report sent to the Family Court was 27.05.24. Furthermore, the report from 30.04.24 was used to close a case against me for alledegly hitting, kicking, and resisting arrest on the inability to assume guilt. See the evidence below, like, and share to support my legal case against a criminal German government! 🧵👇

WeedUp Media

11,035 views • 2 months ago

😡GROTESQUE: Jared Kushner on Gaza— "[I'm a] volunteer to help the government when asked... [but] we appointed [the] new government in Gaza... businessmen who are risking their lives." "Tony Blair has been great." "We're building a Palestinian police force." "Steve [Witkoff] and I are both realizing, 'Oh, my God, there's a lot to do to keep this thing held together.'" ---------------Partial transcription of clip---------------- "I have not joined the administration, so I'm still just a, volunteer like other businessmen who volunteer to help the government when asked. The level of engagement has definitely been a lot more than, I anticipated. "It really got started with Gaza. I was helping, Steve Witkoff, who's, really, an amazing human being. And he's really made a big sacrifice to go and devote his life to trying to make a difference on some of these, very, very challenging issues. And I know firsthand how lonely it is to be in those jobs and how hard it is when everyone's rooting against your success. "And so I spent a lot of time helping Steve, just quietly. And then when things got very intense with Gaza, Steve, and the president asked me to get more involved operationally, which obviously, when the president asks you to do something, you do it. And, we worked together incredibly well. We're able to achieve an outcome that, I think nobody thought was possible. "For two years, the war in Gaza was raging. It was causing really, a big dark cloud over the entire world. And I think that, it was something we were able to get in. And really, with the great help of our partners, in Qatar and Egypt and Turkey and many others who helped, we were able to get to a great outcome. "And now the 20 hostages have been brought home. All 28 bodies have been returned. It's the first time since 2014 that there's no, hostages or dead bodies in Gaza. And now that's creating the conditions for a new beginning. "You know, the other side of it as well is now that the war has stopped and we've, you know, a lot of people thought it wouldn't hold. It was a very delicate ceasefire in the beginning. You know, I thought I would get the deal done, and then, you know, I'd go back to my life. But then Steve and I are both realizing, oh, my God, there's a lot to do to keep this thing held together. "You know, there's so much here hatred and emotion and distrust when you're ending a war that you can't just, like a light switch, turn it on and off. So we, then started focusing on how do we deal with the massive humanitarian issue that was occurring in Gaza. You had 2 million people there. "We've been able to work with the United Nations. I give Tom Fletcher a lot of credit. We've, put in more humanitarian aid into a war zone. Than I think has ever been done in history. So now, there's a lot of aid in there, and we've started the rebuilding process. I know Yakir, Gabay is here, who's a great friend of mine, and, he's basically volunteered all of his time away, from his businesses to try and help us come up with a plan to do this. "Tony Blair has been great, so we really have brought a lot of great entrepreneurs and thinkers in, and I think we're, making a lot of progress. And, we're currently, I think it's about four months, since the war, was stopped, and I think nobody thought it would last this long. And, we're kind of at the final stages of the negotiations with Hamas on the demilitarization, where, they've basically agreed in principle to, follow through. That was the agreement we did. Now their concerns are mostly about, well, if we turn over our weapons and we do this, who are we turning them over to? "And, we're building a Palestinian police force. Right now we had over, I think about 200,000 applicants for it, and I think over like 70,000 that passed our vet. So we're going to build a great Palestinian police force, and so we have to work it through. And I think that we appointed a new government in Gaza, which also was a very interesting, experience all, again, businessmen who are risking their lives, to go in and do public service in that area. And, our goal is just to really help them. And I think we want to see this region built for, at least Gaza. We want to see it built for the people of Gaza."

Sense Receptor

48,161 views • 6 months ago

How to set up Claude Cowork so it actually works like an AI chief of staff (not just another chatbot): 1. Most people open Cowork, type a message, and get generic output. It's not a Claude problem. It's a setup problem. Cowork needs context before it can help you. Who you are. How you work. What you're building. Your team. Your priorities. Give it that, and every session feels like picking up a conversation with an executive assistant. 2. The setup has three layers: a) Global instructions (who you are, how you work, what Claude should never do). b) Connectors (Slack, Gmail, Google Calendar, Notion) c) And a folder structure on your computer that acts as Claude's long-term memory. That combination is what takes it from generic to personalized. 3. Skills are the real leverage. A skill is a markdown file that tells Claude exactly how to do one thing well. Write my newsletter. Coach me on a decision. Review a case study. Each skill lives in its own folder with context, examples, and a definition of what success looks like. 4. We built a CEO coach skill in the video below. Gave it business context, leadership style, company goals. Then tested it with a real decision: should we increase our newsletter from once to twice a week? It came back with trade-offs, second-order consequences, and risk assessment. 5. Then we built a multi-agent advisory board. Five subagents, each with a defined persona: a) the operator b) the skeptic c) the customer advocate d) the finance partner e) the legal/risk advisor. You feed it a decision. Each agent evaluates independently. The main agent synthesizes the feedback. It's like having a board meeting on demand. 6. Third skill: a thought leadership content pipeline. Topic scoring, idea capture, distribution cadence, tone calibration. All built from your actual expertise and audience. Designed so an executive can go from idea to published post without starting from scratch every time. 7. The workspace map is what ties it all together. It's a top-level file that shows Claude how to navigate your entire setup. Which folders exist, what skills live where, how to invoke them. Without it, Claude has to search for everything. With it, Claude goes straight to what it needs. 8. Everything you build is portable. The folder structure works in Cowork, Claude Code, and Codex. Push it to a private GitHub repo and you can access it from your phone through Claude Code, or use Claude Dispatch. 9. The pattern is repeatable. Pick a task you do often. Create a folder. Build a skill. Add examples of what success looks like, and what a bad output looks like. Test it. Workshop it. Move on to the next one. Each skill is like onboarding a new employee who never forgets and never needs to be re-trained. The people who invest in this setup now are the ones who will have a 10x advantage when these tools get even better. And they're getting better fast. I sat down with Alex Lieberman on Human In The Loop and we built all three of these live from scratch. Full breakdown in the video below.. I tried to explain this as clear as possible for my non-developer crowd. Send it to someone who should be using Cowork but isn't yet. Or bookmark it to level up when you're ready. Watch 👇🏼

JJ Englert

575,311 views • 6 months ago

At an exclusive event of world leaders, Paul Tudor Jones says a top AI leader warned everyone: “It's going to take an accident where 50 to 100 million people die to make the world take the threat of this really seriously… I'm buying 100 acres in the Midwest, cattle, chickens." He says ALL of the top AI leaders present agreed there was a 10% chance of more than 50% of humanity being exterminated by AI. (SIDEBAR: These are INSANE levels of risk, especially coming from insiders *in* the field, which is totally unprecedented - industry always downplays risks to avoid oversight - and we would NEVER accept risk levels like this in other fields. Don't become numb to this insanity. Civil engineers build mere *pedestrian bridges* capable of supporting "one in a million" type events. Imagine a bridge with all 8 billion people on it - and the engineers themselves say it has a 1 in 10 chance of collapsing!) --------- Andrew Ross Sorkin: I was going to ask you about the stock market itself, but then you just said something to me which makes me a little bit nervous, which is your focus is less on that right this moment than you are about artificial intelligence. What do you mean? Paul Tudor Jones: Well, let me just say: I was minding my business—minding my business. I went to this tech conference about two weeks ago out West, and I just want to share with you what I learned there. Chatham House Rules, so we can talk about the content. It was a small one—forty notables, but real notables, like household names that you would recognize: the leaders in finance, politics, science, tech. The panel that disturbed me the most—is that AI clearly poses an imminent threat, a security threat—imminent in our lifetimes—to humanity. And that—that was the one that really, really got me. Sorkin: When you say “imminent threat,” what do you mean? Jones: So I’ll get to it. They had a panel of, again, four of the leading tech experts, and about halfway through someone asked them on AI security, “Well, what are you doing on AI security?” And they said, “The competitive dynamic is so intense among the companies, and then geopolitically between Russia and China, that there’s no agency—no ability to stop and say, ‘Maybe we should think about what we’re actually creating and building here.’” And so then the follow-up question is, “Well, what are you doing about it?” He said, “Well, I’m buying a hundred acres in the Midwest, I’m getting cattle and chickens, and I’m laying in provisions.” Sorkin: For real? Jones: For real, for real. And that was obviously a little disconcerting. And then he went on to say, “I think it’s going to take an accident where fifty to a hundred million people die to make the world take the threat of this really seriously.” Well, that was—that was freaky-deaky to me. And no one pushed back on him on that panel. And then afterwards we had a breakout session, which was really interesting. All forty people got up in a room like this, and they had a series of propositions and you had to either agree with or disagree with the proposition. And one of the propositions was: “There’s a ten-percent chance in the next twenty years that AI will kill fifty percent of humanity.” So there’s a 10% chance that AI will kill 50% of humanity in the next twenty years—agree or disagree. So I’d say the vast majority of the room moved to the disagree side. Elon Musk said there’s a 20% chance that AI will annihilate humanity. Now I know why he wants to go to Mars, right? And so about six or seven of us went to the agree side. And I’d gone there because of what I’d heard Elon Musk say, who’s maybe the most brilliant engineer of our time. All four modelers were on the agree side of that—all four of the leading developers of the AI models were on that side. And then we debated—then the two sides got to debate—and one of the modelers says to the disagree side, “If you don’t think there’s a 10% chance, as fast as these models are growing and how quickly they’re commoditizing knowledge, how easily they’re making it accessible, that someone couldn’t make a bioweapon weapon that could take out half of humanity, I don’t know, 10% seems… seems reasonable to me.” Sorkin: Okay, so thank you for bringing us great, great news over breakfast. Jones: I’m not a tech expert, but I’ve spent my whole life managing risk. And we just have to realize, to their credit, all these folks in AI are telling us we’re creating something that’s really dangerous. It’s going to be really great, too, but we’re helpless to do anything about it. That’s, to their credit, what they’re telling us, and yet we’re doing nothing right now, and it’s really disturbing. (h/t Andrew Curran for finding the clip!)

AI Notkilleveryoneism Memes ⏸️

720,764 views • 1 year ago

You need to listen to this testimony from Netanyahu on the house floor in regards to the conflict in Iraq on Sept 12 2002. He said the quiet parts out loud that are HIGHLY relevant to what is going on today, and how none of what's happening is truly about peace, diplomacy, justice, or anything else they are purporting on the media right now. It's just imperialism and war with subversive unspoken motivations for world domination and an eventual new world order. I want to remind everyone that at this time, he was not the PM of Israel, but that sure didn't stop him from warmongering to the US establishment and having discussions with the CIA on how they should proceed with invading Iraq for the "war on terror", which they eventually initiated 6 months later on a lie of weapons of mass destruction. The war in Iraq started March 20th 2003, and went on for nearly 9 years, severely destabilizing the middle east, putting the US in immense amounts of debt, and creating terrorists that hated America and subsequently Israel because we invaded their damn country, completely destroyed their economies, and killed 1 million of their people, including women and children. No one likes to talk about that though and how the US and it's western allies have continually been committing war crimes for decades with CIA orchestrated coups because that's perceived as being anti-American and a "terrorist sympathizer", or at least it was during the war. People are now doing the same with the conflict in Israel and Palestine. I'm a people/civilian sympathizer. I sympathize with innocent people who are just like you and me, trying to survive and live their life, make an honest living, and be left alone. I don't sympathize with the corrupt governments, military industrial complex, corporate interests, and obscenely wealthy bankers on either side that are propagandizing and subjugating their people into wars over ideologies, resources, or perhaps something far more sinister. So with that said, this clip of Netanyahu should give you important insight into how the war propagandists think and what their real intent is. It's not peace, it's not diplomacy, it's just war and destruction in pursuit of a New World Order in trying to topple every government in the middle east back to back, with CIA orchestrated coups and manufactured wars to eventually give them "democracy", which in reality is just a puppet president controlled by globalist interests and central bank controlled by the international cult of bankers. Smedley D. Butler, War is a Racket “I spent 33 years and four months in active military service and during that period I spent most of my time as a high class muscle man for Big Business, for Wall Street and the bankers. In short, I was a racketeer, a gangster for capitalism. I helped make Mexico and especially Tampico safe for American oil interests in 1914. I helped make Haiti and Cuba a decent place for the National City Bank boys to collect revenues in. I helped in the raping of half a dozen Central American republics for the benefit of Wall Street. I helped purify Nicaragua for the International Banking House of Brown Brothers in 1902-1912. I brought light to the Dominican Republic for the American sugar interests in 1916. I helped make Honduras right for the American fruit companies in 1903. In China in 1927 I helped see to it that Standard Oil went on its way unmolested. Looking back on it, I might have given Al Capone a few hints. The best he could do was to operate his racket in three districts. I operated on three continents.” --------------------------------------------- Important Parts from Netanyahu Address: Mr. Netanyahu ->Yes. Now the question you have is this: This is now a question of not of values. Obviously, we would like to see a regime change, at least I would like to, in Iran, just as I would like to see in Iraq. The question now is a practical question. What is the best place to proceed? It is not a question of whether Iraq's regime should be taken out, but when should it be taken out. It is not a question of whether you would like to see a regime change in Iran, but how to achieve it. Iran has something that Iraq does not have. Iran has, for example, 250,000 satellite dishes. It has Internet use. I once said to the heads of the CIA when I was Prime Minister that if you want to advance regime change in Iran, you do not have to go through the CIA cloak-and-dagger stuff. What you want to do is take very large, very strong transponders and just beam Melrose Place and Beverly Hills 90210 into Teheran and Iran. That is subversive stuff. The young kids watch it, the young people. They want to have the same nice clothes and houses and swimming pools and so on. That is something that is available, and internal forces of dissention that are available in Iran--which is paradoxically probably the most open society in that part of the world. It is a lot more open than Iraq, which is probably the most closed society, and therefore you have no ability to foment this kind of dynamic inside Iraq. So the question now is choose. You can beam Melrose Place, but it may take a long time. On the other hand, if you take out Saddam's regime, I guarantee you that it will have enormous positive reverberations on the region. And I think that people sitting right next door in Iran, young people and many others will say the time of such regimes of such despots is gone. There is a new age. NEW. WORLD. ORDER. Now go read Project for a New American Century and understand that all the war in the middle east was premeditated in coordination with Israeli interests, and is why 9/11 was allowed by the US government to happen in the first place. Problem, reaction, solution.

Inversionism

1,814,427 views • 3 years ago

🚨 1/ What happens when "Trojan horses" walk through the gates of Congress? Yesterday, I watched it happen on the ground for Fox News Digital with Preston Mizell, Michael Dorgan and a cameraman who has reported around the world, from the brothels of India to the aftermath of terrorism in Israel. Start here. Watch this video that I took filming CodePink. 🎥 This is the moment U.S. Capitol Police escorted CodePink co-founder Medea Benjamin and two fellow activists out of a House Foreign Affairs hearing titled "Trojan Horses: Covert Foreign Malign Influence Operations in America." Capitol Hill rules bar posters and protests during hearings. You can see the T-shirts clearly with big bold clear fonts for the cameras. Benjamin also just flashed an anti-Israel poster before the officer approached her. Benjamin and her crew had turned their T-shirts into walking posters, positioning themselves directly behind the witnesses, where the committee's TV cameras captured their propaganda supporting the Islamic Republic of Iran and Communist Cuba. I watched Benjamin turn toward a TV monitor on the side of the hearing room, zoom in on the image of her T-shirt appearing on the broadcast and take photo after photo of the screen. It might look like a meaningless stunt. But the use of protest theater, messaging and social media was part of the very phenomenon lawmakers and witnesses had gathered to examine: how narratives can be amplified through modern influence operations. It's critical to understand as you watch this: CodePink has received $1.33 million from an American-born tech tycoon named Neville Roy Singham after he moved to Shanghai, supporting the Chinese Communist Party. Singham married CodePink co-founder Jodie Evans in a wedding in Jamaica in 2017 and pumped $278 million into a network of six nonprofits, according to my analysis of scores of IRS filings: 🧧 $167.5 million to People's Support Foundation Ltd., a nonprofit based in Chicago, with CodePink's Evans on the board, funneling money to overseas projects; 🧧 $68.7 million to Justice and Education Fund Inc., a New York City-based nonprofit that funnels grants to far-left causes domestically and overseas; 🧧 $22.44 million to the People's Forum, a hub for pro-communist organizing in New York City; 🧧 $16.76 million to Tricontinental Ltd., a Massachusetts-based think tank led by a friend of Singham's, Vijay Prashad, who led a session on the future of Marxism at Singham's wedding to Evans. 🧧 $1.33 million to CodePink; 🧧 $1.098 million to BreakThrough BT Media, a New York-based propaganda arm of the network that runs BreakThrough News, a media outfit that is often the first to broadcast from anti-America protests. These groups are now coordinating protests nationwide against U.S. tech companies, U.S. AI advancements and AI data centers. The story didn't end when Capitol Police escorted them through the doors. In this thread 🧵, I'll rewind the tape and show you how 45 minutes of political theater unfolded, from the CodePink agitators entering the hearing room to getting in front of the cameras, being escorted out and immediately producing the social-media content that followed. Watch the sequence and decide for yourself: Is this simply a sincere protest or is it the kind of foreign influence operation and political theater lawmakers had convened to examine? Do CodePink agitators act as "Trojan Horses" for malign foreign influence? 🎥👇 Here is our article with the play-by-play:

Asra Nomani

34,421 views • 16 days ago

🚨 “HOLY COW, I CAN BREATHE.” HER STAGE 4 OVARIAN CANCER UPDATE AFTER 6 DAYS ON FENBENDAZOLE Stage 4 ovarian cancer had returned. And she describes this recurrence as super aggressive, moving quickly through multiple areas of her body. Her cancer was reported in or around the: • Omentum • Colon • Liver • Stomach lining • Behind the heart • Esophagus • Behind the diaphragm • Fluid around the lungs • Top of the breastbone The inflammation became severe. 🫁 BREATHING BECAME INCREASINGLY DIFFICULT She says breathing had already been difficult for months. But during the last month, it became much more intense. She says she could barely speak without becoming completely out of breath. Taking just a couple of breaths could leave her struggling. ⚡ She also describes experiencing massive electricity shooting through her stomach and everything. 🔥 THEN CAME DAY 6 She had been told that chemotherapy could potentially reduce some of the inflammation during the first few weeks. She was told that during the first three weeks, she could potentially start feeling less inflammation if chemotherapy was working. But six days into starting her Fenbendazole protocol, she says she noticed a major difference. 📆 DAY 6 📉 Way less inflammation 🫁 She could breathe again ❤️ She started feeling more normal Her words: “Holy cow, I can breathe.” And this wasn't a small change for her. She says: “I literally felt like I was dying.” She describes lying in bed thinking she was dying because each day brought a new symptom and things kept getting worse. ⚡ THE PAIN WAS STILL THERE This wasn't a story where every symptom disappeared. She still had sharp, keeled over stomach pains that she describes as uncontrollably aggressive. But she noticed an important change. Previously, she says the pain could happen throughout the day, sometimes every five minutes. Now, she says it was more typically happening: 🌙 Toward the evening 🍽️ When she ate She says she was still dealing with significant pain, but she was also seeing a lot of improvement in her symptoms. 🧠 WHY WAS THE PAIN SO SEVERE? She explains that her cancer was laying across areas involving major blood vessels and the vagus nerve. She says this could send pain from the top of her head all the way down toward her: • Pelvis • Groin area Her description of the experience? “Kind of brutal.” ❤️ ANOTHER POSITIVE UPDATE She says her port was healing somewhat. It still didn't feel the best. But she says it was definitely getting better. Then came her strongest statement about Fenbendazole. 💊 “I NOTICED A HUGE DIFFERENCE WITH FENBENDAZOLE.” She says: “I really am kind of putting my money on that one guys.” Then she explains why. She says: “Not chemo because it didn't work. That's why I'm back here.” For her, the improvement she describes after starting Fenbendazole became the reason she was putting her confidence in it. 🔥 THE BIGGEST TAKEAWAY This wasn't a claim that everything disappeared. It's a story about what she says she personally experienced. 📆 6 DAYS INTO HER FENBENDAZOLE PROTOCOL ↓ 📉 Less inflammation ↓ 🫁 Easier breathing ↓ ❤️ Feeling more normal ↓ 📉 Pain episodes became less frequent And her simplest description says it all: “I can breathe again.” Experiences like hers continue to generate interest in Fenbendazole, drug repurposing and cancer research. And her story isn't finished. She's continuing her journey and documenting what happens next. What stands out most to you about her Day 6 update: the breathing, inflammation, or change in pain frequency? 👇 📌 SAVE this Stage 4 ovarian cancer + Fenbendazole update. 🔄️ REPOST this for others following Fenbendazole, ovarian cancer and repurposed medicine research. 💊 Researching Fenbendazole? Explore Fenbendazole options at RXMEDS.STORE with worldwide delivery. #Fenbendazole #OvarianCancer #Stage4Cancer #Fenbendazole #CancerResearch #DrugRepurposing #CancerJourney

RXMEDS.STORE

14,233 views • 27 days ago

Rulership: Hot spring inns... once upon a time, they were known as a sacred haven for board gamers. Rulership: Playing cards, Hanafuda, Mahjong... All kinds of games were played there by groups of tourists. Rulership: And now, that paradise... comes back to life across time! Let's move out, Trainer. Time to establish a brand-new resort style for board gamers. A hot spring trip between hardcore gamers—the hype was real even before we set off. And then... ----------ONE BATH SCENE LATER---------- Rulership: Ahhh, that hit the spot... Now that we're fresh out of the bath—HEAVY BOARD GAME MARATHON!! Trainer: Already!? Rulership: Yeah! We’ve got all the time in the world. Which means heavy games are the only way to go! Heavy games! Rulership: "Heavy games"—referring to complex board games requiring massive amounts of time, impossible to play under normal circumstances. Rulership: While balancing a race schedule, a full play session is nothing but a fever dream. But here... Rulership: In this place, we don't have to worry about time limits! We can play as much as we want... Oh man, I'm gonna lose my mind. Rulership: Trainer, which one are we starting with? Which one!? Whoa, I am getting so pumped up~! Trainer: Let's just jump into whatever we grab first! And so, the massive heavy game marathon began. -------------ONE 'HEAVY GAME'------------ Rulership: Woah, look at this super ultra-long map sheet... We can actually unroll the entire thing in this room! Alright, let's start. A 100-year intergalactic alliance war spanning across the entire galaxy! -------------ONE 'HEAVY MAP'-------------- Rulership: Whoaaa, it's finally built! After three whole grueling hours of gathering resources, the Tower of Babel is complete...! Rulership: I've never seen it actually built in a real physical playthrough before... Photo time! I gotta take tons of pictures. Rulership: A streak of rare, unforgettable gaming experiences you could never get on a regular day. And then— Waitress: Pardon the intrusion. Here is your dinner service~ Rulership: Wait, what!? Oh, this board game convention... Even without ordering online, high-end handmade food made with luxury ingredients just gets delivered automatically?! Trainer: Yeah, this is... an absolute game changer. Rulership: Seriously... All-you-can-play heavy games, plus automatic high-end cuisine served right to us. What a god-tier environment. This is a new-era board game cafe. Board Game Cafe 2.0. Rulership: Trainer, I'm so glad for us~Working hard all the way here, so we could finally afford a trip like this. Trainer: Yeah, it's the ultimate reward. Rulership: For a board gamer, there could be no greater bliss than this.... Oh, I just had a brilliant idea, Trainer! In the future, when we become even more successful—why don't we build a "Board Game Ryokan"? Rulership: Yeah, today we brought our own, but we could stock a massive collection of board games in advance... That way, anyone can easily experience what we're feeling today. It'd be the creation of an eternal... paradise. Trainer: If we could actually pull that off, it would be truly amazing. Rulership: Heh... Alright Trainer, it's settled. In the future—I will become the Ruler of the Twinkle Series! And at the same time—I'll become the Proprietor of the Ryokan! I'll make it happen. Rulership: Heh... Supreme Ruler & General Manager. I'll achieve both in one go. Rulership: As for your position... what should it be? Trainer combined with Husband of the Proprietress? Or maybe Trainer combined with Co-Owner works too. Rulership: Alright, once we finish dinner, it's time for another round. Let's unbox all these unopened games too! Trainer: Hell yeah! It was a moment where I felt an irreplaceable bond with Rulership...

Espy

12,319 views • 2 months ago

Bruce Greenwald invited Li Lu to speak to his class on value investing. The result is a 90 minute masterclass on how to be a value investor. If you haven't watched the video, do it now. If you have, it's worth re-watching. Here is a list of my favorite quotes from Li Lu 👇 PERSONALITY OF A VALUE INVESTOR • "Understand who you are as an investor, because you will be tested. You will have to ask yourself if you truly are a value investor." • "Value investing goes against our evolution of following the crowds to survive." • "You will spend most of your time as an investigative journalist. To have insatiable curiosity." • "You almost have to be curious about everything. Because you never know where you'll get that one major insight." INVESTOR CRITERIA • Is it cheap? • Is it a good business? • Why is this opportunity available to me? "Once you answer those questions, you really have to go for it." INVESTMENT CASE STUDY 1: TIMBERLAND • "The first thing I check in a company is it's valuation." • "If you're an investor you don't care where it traded before." • "What matters isn't the price-to-book ratio itself, but what's in the book value." • "You want to compare the capital invested in the business to how much pre-tax cash flow the business generates using that capital." • "So Timberland generated $100M on $200M in capital invested. So why does the opportunity exist?" - Nike, Reebok, all the shoe brands fell off a cliff during the Asian Financial Crisis. - Founder owns 40% of the stock - Company was profitable and didn't need financial markets (no sell-side) - Tons of shareholder lawsuits • "What would be your conclusion if you were a normal mutual fund hearing this information? That management is milking the company for their own gain." What does Li Lu do next? • "I download every file of the shareholder court cases. That's the investigative journalist part." • "The result was that the founder withdrew guidance and shareholders didn't like it. That was it." How do you determine if management are decent people? • "You've got to be an investigative journalist and find the trail of evidence. Go to their community. Introduce yourself to their friends/family/neighbors." Total Time Commitment: "A couple of weeks of diligent/obsessive work" • "Investing is intensive work for short bursts of time." HOW MUCH TO BUY? • "If you go join a fund, they'll tell you not to risk anything more than 25-50bps." • "Think about how much effort you put in to this work. You have no downside and its trading at 5x profits." • "So, I put a shitload of money into Timberland. Over the next 10 years it went up 7x. It was never more than 15x earnings." • "If you're not a good analyst, you'll NEVER be a good investor." • "When it goes up, you don't have to do a damn thing. You just sit on it and ride with it." INVESTMENT CASE STUDY 2: KOREAN COMPANY • "Don't think about per-share numbers. Think of yourself as an owner." • "$236M in book value, $60M market cap, $25M net earnings." How do you know it's cheap? • "You must confirm that the earnings are there, and that the book value is real, liquid, and tangible." • "They're trading at the cash value in the bank with no debt. They have hotels and department stores that they own outright. They're making $30M+ in pre-tax earnings. And insiders own 50%." The result: Went up 5-6x VALUE INVESTING IS NOT NATURAL • "There's a lot of money in value investing. But it's still unnatural to most people." • "One thing you have to do, is you have to do the work. You have to do the reps. You can make a ton of money if you really do this stuff." • "I benefited by listening AND THEN DOING my own work. Making my own investments and mistakes." WHAT MAKES A GREAT ANALYST • "You must provide accurate and complete information. If you can't succeed on that, you can't succeed in this business." • "If you're not confident about your prediction and what you know, you can't put any money when the stock's in free fall." WHAT PROVIDES THE BIGGEST RETURNS • "Your biggest returns will come from no more than ten tremendous insights. That's it." • "The only way to build those insights is intense curiosity, intense study." INVESTING MISTAKES • "The biggest mistakes come when you buy before you've done all the work." • "My biggest mistakes aren't buying and losing money. It's not buying and missing out on 50-60x returns." HOW MANY COMPANIES SHOULD YOU BUY • "I don't have any set rules on how many stocks or companies I buy. Opportunities are sporadic and it depends on the environment." • "I usually have 3-4 big ideas. If the market is exciting, I have more opportunities. Or if the market is boring, I have fewer." HOW LI LU ALLOCATES TIME • "Most of the time I spend reading and studying about everything. Learning new companies and industries." • "If I find an idea that captivates me. I stop everything and obsess over that idea." • "Besides that, I spend a lot of time with my kid and my wife." TL;DR: • Be an investigative journalist. • Work obsessively in short bursts and spend the rest. of your time learning. • When you've done the work and have conviction, buy a shitload to make it worth it. • Before you invest $1, make sure you can answer the three big questions: Is it cheap, is the management team good, and why does the opportunity exist. • Never stop learning. • Become a curiosity machine.

Brandon Beylo

2,751,582 views • 3 years ago

🚨❓🛸 Breaking: What the Heck is Going On? 👽❓🚨 Senior White House Officials: We cannot find any copies of the DIA's AAWSAP records. Robert Bigelow: "We have copies of everything [from AAWSAP]." (Please spread this far and wide and tag the appropriate people. Aaron Lukas Stephen Miller Donald J. Trump BigelowPodcast Bigelow Institute for Consciousness Studies (BICS). Let's get these folks together.) ~ Ainsley Earhardt: "....is releasing new documents that might provide proof of extraterrestrial life, including decades-old, never-before-seen UFO footage." Brian Brian Kilmeade: "Really? We should have led with this." Lawrence Jones: "Right. Peter Doocy joins us live from the White House with this exclusive. Hey, Peter." (Doocy has been kicking ass with his reporting on UAP.) Peter Doocy: "Good morning. I was summoned to an office in the West Wing yesterday for a private briefing about these files that you're about to see on your screen for the first time ever. "Let's show the first clip. It was taken by a Navy aerial photographer. His name was Delbert Newhouse. It was taken along a Utah highway. If you look closely, it looks like a drone swarm, but there were no known drones in the sky when this video was taken in 1952. "I am told they took the first and only copy of this film. They found it in the National Archives. It has been digitized into 4K to be released right here for the first time today." (I watched it today. Film footage from 1952 that's turned into 4K isn't much clearer. But...the Newhouse film clip was first released in 1956, and it was stabilized and posted on YouTube in recent years and that's much better than what was released today. I'm no expert on everything historical in ufology but I'll share something on that 1952 sighting in another post that's MUCH better than what was put out today by our government.) Doocy: "The second clip we have taken by a law enforcement officer's iPhone along a busy Colorado highway three years ago. The officer's narration and some nearby buildings have been redacted. I heard the unredacted version, though, and he is describing multiple orbs hovering over a sensitive military installation for 15 minutes at a time. This one was three years ago. "And then we have a third clip taken by a drone over the Middle East last year. It shows six objects flying in formation, destination unknown. The Pentagon looks at this, they say they do not know what they are looking at on the screen. "And then there's this. There is a newly declassified copy of an expense report, a line-by-line expense report, going through the $22 million dollars that the DIA spent to investigate repeated, years-long claims over something called Skinwalker Ranch. Claims of extra...things in the sky, UFOs, UAPs." (This was AAWSAP and it wasn't focused just on Skinwalker Ranch. Not even close. Read, "Skinwalkers at the Pentagon" by Drs. James Lacatski and Colm Kelleher, and award-winning, investigative journalist, George Knapp, for an inside look at that program. And the three follow-up books, with the last two authored by Lacatski himself). Doocy: "Harry Reid, before he passed away - this was in 2008 - got $22 million dollars to investigate this. Officials now are telling me, senior White House officials are telling me, they cannot find any copy of the records. They've got all the proof that this government contractor was spending $22 million dollars to do this investigation, but when folks high up at the White House who can just pick up the phone and say, 'I need a copy of those records,' make the call, they are being told that if these records were created, they are either lost or something happened to them. "Somebody has them; they are not available to White House officials right now. Which kind of seems like one of these UFO movies where it gets to the Oval Office and the president has to be told that there are certain things that are too classified even for the president." (Those senior White House officials should contact the guy who briefed Trump in the Oval Office in February on UFOs: Robert Bigelow. Bigelow's company, BAASS (Bigelow Aerospace Advanced Space Studies), was the contractor for that program.) Here's Bigelow on Episode 2 of The Bigelow Podcast: Bigelow: "BAASS, our organization, we have the 38 papers. We have copies of everything [from AAWSAP]." George Knapp: "The DIRDs." Bigelow: "We have everything. We have all the other papers going up to about approximately 100. So, DIA has those someplace." Knapp: "But they deny it. They say, 'We don't have 'em.'" Bigelow: "Well, I don't know. They could be buried in a frigging trailer or the back of a car somewhere in the trunk and put into a cellar. I don't know where it is, but we have ours, we have copies of everything. (Problem solved. I'm sure those senior White House officials will be on a plane to Las Vegas once they see my tweet. 🙄) Bigelow: "I don't think it's our business to go around the government and divulge ours without sanction of proof, without approval. I mean, without approval. I feel uncomfortable about that. I don't mind the 38 papers (which have been public for years). I think beyond that, I'm uncomfortable by not having some kind of official, ass-covering approval, you know?" (I disagree. The American taxpayers paid for that. Release it all. They then go on the discuss how personal details of people involved would need to be scrubbed if those papers were to ever be made public. No problem with that. But Mr. Bigelow has had a decade and a half to do that. Either way, that should NOT stop Mr. Bigelow from calling his contact at the White House (or vice verse), doubling down, and saying, "I have ALL of the AAWSAP data. Come to Vegas and I'll let you see it all.") Doocy: "But, we should stress, again, officials do not know what the objects are in these videos that are gonna go wide online after this report." Kilmeade: "Now they don't know, Peter, but do you know? Doocy: "[long pause] Can't say." [All laugh. I like the comedy.] Jones: "Well played." Kilmeade: I would check a burn bag in the FBI building. Jones: "Right, exactly." Earhardt: "He used to know, he wiped the record. They just look like white dots to me. I mean, How do we know that's not a drone?" Kilmeade: "Well, it's the 50s." Earhardt: "I know, but they're just like, white dots." (Exactly. Interesting, but it will NOT move the needle with the masses. We have no idea what those white dots represent and they're not making any incredible maneuvers. But it's still coverage of UFOs on a national news show that has a lot of viewers who aren't into UFOs, like us. So, not a bad thing.) Doocy: "Well, the one clip is from a guy in 1952, and so you look at a lot of this stuff now. It's like, oh well, maybe that's a lens flare, maybe it's a hobbyist, maybe it's a weather balloon. But in 1952, there was not a lot of stuff up in the sky. And so, when you look at a video like this, yes, it is old, but it kind of creates a decades-long storyline. We know that these are things that have been a curiosity of humans on Earth for generations, and this is why. And this is a really clear clip that puts into focus - clearer focus, 4K - what some of these guys were...said that they were seeing." (Excellent summary and context by Doocy.) Earhardt: "Were you able to look through the expense report? What are some of the expenses? How'd they spend $22 million dollars?" Kilmeade: "Wow." Earhardt: "And there are no records?" Jones: "Nothing to show for it." Doocy: "I've got it. It's 59 pages long, and some of the stuff is still blocked out. But you know it's got dates. A lot of the stuff is 2008 and 2009. $2.8 million dollars, $3.6 million dollars, $2.1 million dollars. It's a well-respected government contractor (Bigelow's company, BAASS) that was doing this." (I have ChatGPT trying to find this 59-page document and so far it has struck out. We know they had 50 full time investigators over a 27-month period and they all had to be paid. Plus, they had to retrofit buildings in case they received classified UAP-related materials, allegedly from Lockheed, or elsewhere. And, in 2021, I was told the DIRDs cost $15,000 a piece or $570,000 for all 38 studies.) Doocy: "And again, it was Harry Reid out in Nevada who had an interest in UFOs because there are a lot of sightings out there. Harry Reid is the one who got the $22 million dollars of government money appropriated for this." (Kilmeade scoffs. He should know that it was the late Senators Reid (D), Inouye (D) and Stevens (R) who helped fund AAWSAP to the tune of $22 million. This shouldn't be a partisan issue.) Doocy: "Somebody went and investigated, and the files...they just can't find them. Maybe they will turn up at some point, but it is noteworthy that, given all of the interest and all the money that was spent, that somebody from the West Wing of the White House calls and they can't produce the files." Earhardt: "It disappeared." Kilmeade: "Should check [Reid's] estate. Check Harry Reid's closet." Earhardt: "Or someone's bank account (laughs)." (Or make a phone call to Mr. Bigelow. Long-distance calls are free nowadays. To insinuate that Reid pocketed any of that money is ridiculous, and partisan. Also...apparently, Bigelow spent $1 million of his own money to keep the program going towards the end.) Jones: "They think we're all stupid. The only person that knows is the dead senator, right? I mean, come on. Thanks, Peter." Earhardt: "Very interesting. All right, thank you Peter." Kilmeade: "There's an excellent chance they're gonna be friendly." (Based on what?) Earhardt: "Oh, the aliens?" Kilmeade; "And just tell us what they know. Why are they able to move so quick?"

Joe Murgia

53,991 views • 14 days ago