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Navy DT Landon Robinson eats double teams better at 5'11 291 lbs than some 6'3 320 pounders. Low man wins #BuildingTheBoard

Steve Letizia

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36,236 просмотров • 7 месяцев назад •via X (Twitter)

#BuildingTheBoard

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Following up on Shrine Bowl tape before the action takes off in Mobile: Navy DT Landon Robinson was one of the clear winners in Frisco. 5'11", 291: Sawed-off maniac. Feldman Freak w/ a 20+ MPH top speed and a 33" vert. Knee-drops to beat doubles, club-rips, stunts. He's legit.

Following up on Shrine Bowl tape before the action takes off in Mobile: Navy DT Landon Robinson was one of the clear winners in Frisco. 5'11", 291: Sawed-off maniac. Feldman Freak w/ a 20+ MPH top speed and a 33" vert. Knee-drops to beat doubles, club-rips, stunts. He's legit.

Ian Cummings

232,219 просмотров • 7 месяцев назад

Georges Laraque, listed at 6'3", 273 lbs takes on the 6'9" 260-lb giant Zdeno Chara 🤯 And for the second time, Chara wants no part of trading with Big Georges Laraque, instead looking for the takedown and a way out. Laraque had THAT much of a fear factor. Even the biggest man in the NHL knew better than to stand there and trade with him. 🥊🐧

Georges Laraque, listed at 6'3", 273 lbs takes on the 6'9" 260-lb giant Zdeno Chara 🤯 And for the second time, Chara wants no part of trading with Big Georges Laraque, instead looking for the takedown and a way out. Laraque had THAT much of a fear factor. Even the biggest man in the NHL knew better than to stand there and trade with him. 🥊🐧

Barn Hockey

101,219 просмотров • 12 дней назад

Derek Jeter says Michael Jordan was a much better baseball player than people give him credit for, going from Little League to Double-A and hitting .200 “A lot of people laugh. ‘Oh, Michael was this. Michael was that.’ Michael Jordan played baseball in Little League, and then the next time he played, he’s playing in Double-A baseball” “When you play in the minor leagues… You have rookie ball, Low-A, High-A, Double-A, Triple-A, and then you get to the major leagues. The biggest jump is from A to Double-A. If you can play in Double-A baseball, you can play in the major leagues at some point” “He went from Little League to Double-A and hit .200. That’s not easy to do. My first year, I was a high school Player of the Year. I went to rookie ball and hit .202. I had a great two weeks. I was hot the last two weeks to get just over .200. It’s tough to do” “People think because you’re great at one sport, it should translate into another. It doesn’t happen like that. Michael was a lot better than people give him credit for. And if he had played longer, I think he would have continued to improve”

Derek Jeter says Michael Jordan was a much better baseball player than people give him credit for, going from Little League to Double-A and hitting .200 “A lot of people laugh. ‘Oh, Michael was this. Michael was that.’ Michael Jordan played baseball in Little League, and then the next time he played, he’s playing in Double-A baseball” “When you play in the minor leagues… You have rookie ball, Low-A, High-A, Double-A, Triple-A, and then you get to the major leagues. The biggest jump is from A to Double-A. If you can play in Double-A baseball, you can play in the major leagues at some point” “He went from Little League to Double-A and hit .200. That’s not easy to do. My first year, I was a high school Player of the Year. I went to rookie ball and hit .202. I had a great two weeks. I was hot the last two weeks to get just over .200. It’s tough to do” “People think because you’re great at one sport, it should translate into another. It doesn’t happen like that. Michael was a lot better than people give him credit for. And if he had played longer, I think he would have continued to improve”

dank

889,124 просмотров • 1 месяц назад

This man speaks truth: racism isn't just a white issue, some Black folks can be just as prejudiced, maybe more. Saying "Black Lives Matter" is fine, but dismissing "White Lives Matter" as offensive exposes a double standard. It’s like we think only our struggles count, ignoring everyone else’s pain. Slavery was real, no question, but clinging to victimhood blinds us to our own choices. Family is our greatest strength together, we’re unstoppable. Yet, some chose government handouts over keeping men in the home, weakening us. The system only wins when we let it. No one forced those choices taking low-income housing over family wasn’t mandatory. A man in the house is worth more than any welfare check. Unity, not division, is the answer. He’s right: everyone has got to own their part and rebuild together.

This man speaks truth: racism isn't just a white issue, some Black folks can be just as prejudiced, maybe more. Saying "Black Lives Matter" is fine, but dismissing "White Lives Matter" as offensive exposes a double standard. It’s like we think only our struggles count, ignoring everyone else’s pain. Slavery was real, no question, but clinging to victimhood blinds us to our own choices. Family is our greatest strength together, we’re unstoppable. Yet, some chose government handouts over keeping men in the home, weakening us. The system only wins when we let it. No one forced those choices taking low-income housing over family wasn’t mandatory. A man in the house is worth more than any welfare check. Unity, not division, is the answer. He’s right: everyone has got to own their part and rebuild together.

ꪻꫝể ꪻꫝể

81,215 просмотров • 1 год назад

The most profitable strategy on Polymarket in 2026 is 30 years old and has generated $100 billion. It was not invented by a trader. It was invented by a mathematician Jim Simons, creator of Medallion Fund, the hedge fund that returned 66% annually for 30 years straight and outperformed Buffett, Soros, and all of Wall Street combined. The formula is publicly available, but on Wall Street you need billions and 300 PhDs to run it. On Polymarket you just need a laptop. The entire strategy in one line: small edge × many positions × low correlation. Let me break it down simply. Imagine a coin that lands heads 52 times out of 100. Flip it 10 times and you will not notice the difference. Flip it 10,000 times and you are in profit not probably, but mathematically. Simons did not guess where the market was going. He took hundreds of positions with a tiny edge on each one and waited for statistics to do the work. Some always lost, but the sum of wins was always greater than the sum of losses. On Polymarket this formula works better than anywhere else. Hundreds of markets, prices set by a crowd that makes mistakes every day, inefficiencies at every turn, and the entry threshold is not a billion but $100. I found a wallet that is already trading by this formula. 96 positions spread across politics and sports. Profit: $53K. Sharpe Ratio 3.43, which is higher than Medallion Fund itself and better than 91% of traders on the platform. You can open it and see every trade: 73% on Polymarket are trying to guess and losing. Maybe it is time to start counting?

The most profitable strategy on Polymarket in 2026 is 30 years old and has generated $100 billion. It was not invented by a trader. It was invented by a mathematician Jim Simons, creator of Medallion Fund, the hedge fund that returned 66% annually for 30 years straight and outperformed Buffett, Soros, and all of Wall Street combined. The formula is publicly available, but on Wall Street you need billions and 300 PhDs to run it. On Polymarket you just need a laptop. The entire strategy in one line: small edge × many positions × low correlation. Let me break it down simply. Imagine a coin that lands heads 52 times out of 100. Flip it 10 times and you will not notice the difference. Flip it 10,000 times and you are in profit not probably, but mathematically. Simons did not guess where the market was going. He took hundreds of positions with a tiny edge on each one and waited for statistics to do the work. Some always lost, but the sum of wins was always greater than the sum of losses. On Polymarket this formula works better than anywhere else. Hundreds of markets, prices set by a crowd that makes mistakes every day, inefficiencies at every turn, and the entry threshold is not a billion but $100. I found a wallet that is already trading by this formula. 96 positions spread across politics and sports. Profit: $53K. Sharpe Ratio 3.43, which is higher than Medallion Fund itself and better than 91% of traders on the platform. You can open it and see every trade: 73% on Polymarket are trying to guess and losing. Maybe it is time to start counting?

Blaze

534,223 просмотров • 7 месяцев назад

#BREAKING: THE INTERNET WINS AGAIN! In less than 24 hours since I posted video of a man stealing/destroying a speaker owned by Seattle street preacher Matthew Meneicke, dozens of tips started pouring in. I've now confirmed that the man in the video committing this egregious act is BRENDAN MURPHY, the Director of Fire and Inspections Sales at Guardian Security Systems(Seattle Sentinel Security) based in Seattle's SODO neighborhood. I was unable to reach Murphy for comment today, but Guardian's HR rep sat down with me and confirmed Murphy is indeed one of their employees and the man in the video. The company is now doing a full investigation into this incident. The HR rep told me Murphy was not on duty at the time this happened outside the Mariners(Seattle Mariners) game at T-Mobile Park(T-Mobile Park.) Otherwise, the company plans on sending me a statement once this investigation is over. Meanwhile, I also spoke to Meineicke who says he does not want Murphy to lose his job, but wants this to be a teachable moment. Meineicke says he forgives Murphy. Otherwise, I found tons of info about Murphy on line. He apparently does some acting on the side and is also featured prominently in one of Guardian's promo videos about the importance of surveillance cameras and safety. The irony is unbelievable. I also took some editing liberties to show the hypocrisy using Murphy's own words. And the story gets even better. According to Murphy's LinkedIn page, he used to be a pastor at New Life Fellowship in Lynden, WA. I CANNOT MAKE THIS STUFF UP. 🙃 I attached the entire Guardian promo video in this thread so you can see it in context as well. 🧵👇 #Seattle #Seattle #Mariners #MLB #Baseball #Bible #Christianity Mayor Katie B. Wilson @GovInslee King County Executives Braddock & Constantine Seattle City Council King County Council Councilmember Teresa Mosqueda @CMSaraNelson Councilmember Tammy J. Morales Downtown Seattle Seattle MLB SeattleMetroChamber

#BREAKING: THE INTERNET WINS AGAIN! In less than 24 hours since I posted video of a man stealing/destroying a speaker owned by Seattle street preacher Matthew Meneicke, dozens of tips started pouring in. I've now confirmed that the man in the video committing this egregious act is BRENDAN MURPHY, the Director of Fire and Inspections Sales at Guardian Security Systems(Seattle Sentinel Security) based in Seattle's SODO neighborhood. I was unable to reach Murphy for comment today, but Guardian's HR rep sat down with me and confirmed Murphy is indeed one of their employees and the man in the video. The company is now doing a full investigation into this incident. The HR rep told me Murphy was not on duty at the time this happened outside the Mariners(Seattle Mariners) game at T-Mobile Park(T-Mobile Park.) Otherwise, the company plans on sending me a statement once this investigation is over. Meanwhile, I also spoke to Meineicke who says he does not want Murphy to lose his job, but wants this to be a teachable moment. Meineicke says he forgives Murphy. Otherwise, I found tons of info about Murphy on line. He apparently does some acting on the side and is also featured prominently in one of Guardian's promo videos about the importance of surveillance cameras and safety. The irony is unbelievable. I also took some editing liberties to show the hypocrisy using Murphy's own words. And the story gets even better. According to Murphy's LinkedIn page, he used to be a pastor at New Life Fellowship in Lynden, WA. I CANNOT MAKE THIS STUFF UP. 🙃 I attached the entire Guardian promo video in this thread so you can see it in context as well. 🧵👇 #Seattle #Seattle #Mariners #MLB #Baseball #Bible #Christianity Mayor Katie B. Wilson @GovInslee King County Executives Braddock & Constantine Seattle City Council King County Council Councilmember Teresa Mosqueda @CMSaraNelson Councilmember Tammy J. Morales Downtown Seattle Seattle MLB SeattleMetroChamber

Jonathan Choe

113,410 просмотров • 3 лет назад

Victor Wembanyama was asked in French about being a reactionary team: 🇫🇷: Hello Victor, I get the impression that there’s no team better than yours when it comes to responding after a loss and winning when your backs are against the wall. Do you agree with that and how do you explain it? What needs to happen for you to stop being a "reactionary team"—a team that only finds solutions after running into problems? Even if you're the best at it, it can be both a strength and a weakness. 👽: Definitely. I completely agree. I think it's due to both our lack of experience and our youth, especially since we're playing against experienced teams. To me, the two best examples are Minnesota and New York. They understand how fortunate they are to be in the Finals, and they know it's not guaranteed they'll ever get another chance like this. As for us, we're kind of like spoiled kids. For some of us, it's our first season—or one of our first seasons—and we're already in the Finals. We don't fully realize it yet. And to me, the team that appreciates the position we're in the most will be the one that wins. (Thanks to @ orewaddl for the translation) #GoSpursGo #PorVida

Victor Wembanyama was asked in French about being a reactionary team: 🇫🇷: Hello Victor, I get the impression that there’s no team better than yours when it comes to responding after a loss and winning when your backs are against the wall. Do you agree with that and how do you explain it? What needs to happen for you to stop being a "reactionary team"—a team that only finds solutions after running into problems? Even if you're the best at it, it can be both a strength and a weakness. 👽: Definitely. I completely agree. I think it's due to both our lack of experience and our youth, especially since we're playing against experienced teams. To me, the two best examples are Minnesota and New York. They understand how fortunate they are to be in the Finals, and they know it's not guaranteed they'll ever get another chance like this. As for us, we're kind of like spoiled kids. For some of us, it's our first season—or one of our first seasons—and we're already in the Finals. We don't fully realize it yet. And to me, the team that appreciates the position we're in the most will be the one that wins. (Thanks to @ orewaddl for the translation) #GoSpursGo #PorVida

Wemby Alien Era

59,213 просмотров • 3 месяцев назад

Statistics and data show exclusive games have a far higher likelihood of being higher quality and/or more graphically and technically impressive, relative to the very low volume of releases they make up vs multi-platform games. This doesn't mean exclusives can't be and aren't often bad. Nor that multi-platform games can't be or aren't often better than exclusives, just that exclusivity (inc console and timed) greatly increases the likelihood of higher quality. Despite making up less than 10% of overall releases (see video for context and details), exclusives make up; +The majority of the highest rated games ever made. +The majority of the most Game of the Year Awarded games the last 13 years. +The overwhelming majority of tech and graphics awards winners, by arguably the most prestigious institutions in the field. This isn't a coincidence, as developers themselves keep reminding us. It's because exclusives greatly benefit from single platform focus, and design, development, optimisation, studios, teams, budgets, resources, testing and time, not having to instead be spread far thinner, across many platforms. This doesn't mean all games need to be or should be exclusive. Few games are, and that's fine. But some exclusives existing to push the boundaries of single platform development, tech and design focus, as well as increasing competition in general, is ultimately a great and pro-consumer thing. At least if you're a consumer who values the pursuit of higher potential quality, over accessibility. #PS5 #Xbox #Nintendo #Switch2

Statistics and data show exclusive games have a far higher likelihood of being higher quality and/or more graphically and technically impressive, relative to the very low volume of releases they make up vs multi-platform games. This doesn't mean exclusives can't be and aren't often bad. Nor that multi-platform games can't be or aren't often better than exclusives, just that exclusivity (inc console and timed) greatly increases the likelihood of higher quality. Despite making up less than 10% of overall releases (see video for context and details), exclusives make up; +The majority of the highest rated games ever made. +The majority of the most Game of the Year Awarded games the last 13 years. +The overwhelming majority of tech and graphics awards winners, by arguably the most prestigious institutions in the field. This isn't a coincidence, as developers themselves keep reminding us. It's because exclusives greatly benefit from single platform focus, and design, development, optimisation, studios, teams, budgets, resources, testing and time, not having to instead be spread far thinner, across many platforms. This doesn't mean all games need to be or should be exclusive. Few games are, and that's fine. But some exclusives existing to push the boundaries of single platform development, tech and design focus, as well as increasing competition in general, is ultimately a great and pro-consumer thing. At least if you're a consumer who values the pursuit of higher potential quality, over accessibility. #PS5 #Xbox #Nintendo #Switch2

NIB

12,923 просмотров • 1 год назад

This is the wrap up to my social experiment going undercover on a dating website as a man trying to get a good woman. (I meander more than a little, but hopefully you find some nuggets in here helpful.) These are the conclusions I've come to about why men are struggling so badly on these dating websites. Men face many battles women do not. 40% of female profiles are gold diggers, hookers or bots. Men greatly outnumber women, and they get discouraged quickly. Reasons men fail on dating websites: 1. Refusing to develop your communication skills. My generation has a phrase, "Don't hate the player, hate the game." Be funny, charming and fun, or don't cry when she picks someone else who is. 2. Half-assing your dating profile. Mating rituals exist in all walks of the animal kingdom, so if you refuse to show her why she should pick you then don't expect to be picked. We all sell ourselves to the opposite gender in some way. It's just a fact of human life, and whining about it won't serve you well, change that fact, or get the girl. 3. A cringeworthy user name. Sure, your frat buddies will find, "EatYouAllNight69" hilarious, but it's not going to get you anyone worth a damn. Trust me, high value women hate that. 4. You don't want a pen pal, so go in with the idea that your goal is to get her number and get her off that site as soon as possible, or someone else will. Women are desperate for a strong, masculine man she can trust to lead and protect her from the dragons at the gate. A nice guy is too weak and desperate to do it, and a jerk is just mean and abusive. Again, mating rituals exist in every walk of the animal kingdom and humans are no different. You will only get out of this life and a potential mate the effort you are willing to put in, and that includes developing your mind and body to be the best version of yourself. Not just for her, but for you too. A needy guy with low self-esteem is never going to get the girl. Good boundaries and a healthy self image equals success, so get back into the gym and start eating clean. The better you look the better you'll feel. The better you feel the more success in life you'll have. A 300lb girl with 5 kids with different fathers is never going to get a good man. Control your reproduction and stop being a wh*re. Despite what feminists tell you, girls, your body count does matter to him. Keep it low and maintain your dignity. Research has shown time and again that women are instinctively drawn to certain traits like bravery, intelligence, and a willingness to take risks. Basically, if it would keep you from getting voted off the island on Survivor, she’s going to think it’s hot. Make sure your profile highlights these kind of personality traits in an attractive way. Stop whining about height! We DGAF about how tall you are just so long as it's taller than us. Your insecurities will make you desperate, needy and totally hamstring your chances. Bottom line: Without effort don't expect success. In anything, really. You'll always find an excuse to stay exactly where you are and you'll only change your stars when the place your living becomes more painful/difficult then than they journey you need to take for a better life.

TraderJill (Leigh)

205,793 просмотров • 2 лет назад

The Chinese are advancing on 6th-generation fighters, but I have serious doubts about whether this is truly the right path. Recently, the Turkish company Baykar flew two combat drones that operate in perfect synchronization, guided from a ground base. They executed coordinated maneuvers autonomously and are already capable of conducting BVR (Beyond Visual Range) engagements. The Kızılelma became the first drone to achieve an autonomous kill with an air-to-air missile guided by its own AESA radar. This level of Turkish progress, combined with the kill web integration that Chinese drones are demonstrating, isn’t it a strong indication that manned 6th-generation fighters might be an extraordinarily expensive fantasy? I’ll go further: some drones are already reaching speeds above Mach 3.5 - more than double those of the leading current manned fighters. I’m talking about drones capable of high-speed coordinated operations, fully autonomous, with integrated and shared weapon systems, flying at altitudes far higher than conventional fighters, and employing systems similar to Aegis. How much longer until these drones take off in large swarms, equipped with ultra-modern sensors controlled by AI and armed with long-range air-to-air missiles? How could a human pilot, even at the height of adrenaline, make faster and more accurate decisions, involving multiple scenarios and factors, than an AI commanding a pack of smaller, more agile drones operating at different altitudes? We are entering the real competition between man and machine. Even if a pilot in a 6th-generation fighter has control over slave drones and an entire Aegis-like kill web, what is the point of having him there if everything can be done autonomously, more safely, more cheaply, and in far greater numbers? Some argue that the human pilot offers advantages in unpredictable scenarios where today’s AI still fails, and I agree. But I’m not talking about current AI: I’m talking about the AI of 2030–2040, far more advanced than anything we know today. Geran drones equipped with air-to-air missiles prove that air combat drones can be extremely low-cost, while the Turkish tests show, in a far more sophisticated way, that drones designed for air-to-air missions are evolving much faster than 6th-generation aircraft, whose development and production costs are exorbitant. When we put together the Geran, the Kızılelma, and the drone kill web integration the Chinese are achieving, the question arises: is the future really manned 6th-generation fighters, or much cheaper drones produced in greater numbers, better protected, and more capable? Wouldn’t it be smarter to invest in well-equipped autonomous 6th-generation drones rather than treating them merely as wingmen? It seems that keeping a human pilot on board has more to do with ethical principles and preserving our role than with genuine operational necessity. And how would humanity react to the constant killing of human beings by AI-guided drones? Drones will be cheaper to develop, easier to produce, and possibly more agile than conventional fighters, even 6th-generation ones. In cost-benefit terms, the price of a single 6th-generation fighter could buy dozens of equivalent or even superior drones. This would save hundreds of billions of dollars and could put whoever adopts the strategy a step ahead. The Chinese, by the way, are very well positioned in this race, with HALE drones already armed with air-to-air missiles and integrated into an extensive kill web, which I will describe in detail soon.

The Chinese are advancing on 6th-generation fighters, but I have serious doubts about whether this is truly the right path. Recently, the Turkish company Baykar flew two combat drones that operate in perfect synchronization, guided from a ground base. They executed coordinated maneuvers autonomously and are already capable of conducting BVR (Beyond Visual Range) engagements. The Kızılelma became the first drone to achieve an autonomous kill with an air-to-air missile guided by its own AESA radar. This level of Turkish progress, combined with the kill web integration that Chinese drones are demonstrating, isn’t it a strong indication that manned 6th-generation fighters might be an extraordinarily expensive fantasy? I’ll go further: some drones are already reaching speeds above Mach 3.5 - more than double those of the leading current manned fighters. I’m talking about drones capable of high-speed coordinated operations, fully autonomous, with integrated and shared weapon systems, flying at altitudes far higher than conventional fighters, and employing systems similar to Aegis. How much longer until these drones take off in large swarms, equipped with ultra-modern sensors controlled by AI and armed with long-range air-to-air missiles? How could a human pilot, even at the height of adrenaline, make faster and more accurate decisions, involving multiple scenarios and factors, than an AI commanding a pack of smaller, more agile drones operating at different altitudes? We are entering the real competition between man and machine. Even if a pilot in a 6th-generation fighter has control over slave drones and an entire Aegis-like kill web, what is the point of having him there if everything can be done autonomously, more safely, more cheaply, and in far greater numbers? Some argue that the human pilot offers advantages in unpredictable scenarios where today’s AI still fails, and I agree. But I’m not talking about current AI: I’m talking about the AI of 2030–2040, far more advanced than anything we know today. Geran drones equipped with air-to-air missiles prove that air combat drones can be extremely low-cost, while the Turkish tests show, in a far more sophisticated way, that drones designed for air-to-air missions are evolving much faster than 6th-generation aircraft, whose development and production costs are exorbitant. When we put together the Geran, the Kızılelma, and the drone kill web integration the Chinese are achieving, the question arises: is the future really manned 6th-generation fighters, or much cheaper drones produced in greater numbers, better protected, and more capable? Wouldn’t it be smarter to invest in well-equipped autonomous 6th-generation drones rather than treating them merely as wingmen? It seems that keeping a human pilot on board has more to do with ethical principles and preserving our role than with genuine operational necessity. And how would humanity react to the constant killing of human beings by AI-guided drones? Drones will be cheaper to develop, easier to produce, and possibly more agile than conventional fighters, even 6th-generation ones. In cost-benefit terms, the price of a single 6th-generation fighter could buy dozens of equivalent or even superior drones. This would save hundreds of billions of dollars and could put whoever adopts the strategy a step ahead. The Chinese, by the way, are very well positioned in this race, with HALE drones already armed with air-to-air missiles and integrated into an extensive kill web, which I will describe in detail soon.

Patricia Marins

60,728 просмотров • 8 месяцев назад

$THE STRAIT OF HORMUZ JUST HANDED YOU THE TRADE OF THE DECADE And most investors are looking in completely the wrong direction. Brent crude closed above $103 on Friday. Up nearly 40% since the strikes began on February 28. The Strait of Hormuz is effectively shut down. Insurance companies have canceled war risk coverage. Over 150 ships are stranded. Tanker traffic has collapsed to near zero. The IEA just called it the largest supply disruption in the history of the global oil market. Nearly 20 million barrels per day of crude and product flows have been choked off. The US is scrambling. The IEA coordinated the release of 400 million barrels from strategic reserves, the largest such action ever. Trump ordered emergency insurance for tankers. The Navy was told to begin escort operations. But behind closed doors, Navy officials told tanker executives there's currently NO availability for escorts. And no guarantees there will be. Iran holds the upper hand. And the market knows it. But here's why this matters far beyond the oil price: What we're witnessing is the EMification of America in real time. The US launched strikes in the middle of nuclear negotiations. The executive branch has been attacking central bank independence. Budget deficits are running at levels historically associated with emerging market economies. Erratic policymaking. Massive fiscal deficits. Judicial interference with monetary policy. These are EMERGING MARKET characteristics, and yet the US equity market still carries a premium developed market valuation. That premium is evaporating. Emerging markets returned 33% in 2025. The S&P 500 returned 17%. Almost DOUBLE the outperformance. And 2026 is accelerating the trend. Here's what the consensus is missing: EM macro is BETTER than developed market macro right now. Budget deficits as a percent of GDP? Lower in EM. Debt levels? Lower. Inflation? Lower. Forecasted earnings growth? HIGHER. EM earnings are expected to grow 21% to 29% this year versus 13% to 14% for the U.S. Brazilian equities are trading at roughly 9 times CAPE earnings. About HALF where they traded during the last EM rally in 2018. And the positioning is absurd: US institutional investors have essentially not owned China since Trump 1.0. Most portfolio managers working today weren't even in the business the last time EM led, which was 2001 to 2008. Everyone is out of position. Now layer in commodities: The digital eats the physical. Without copper, silicon, aluminum, and power, there IS no AI. Full stop. And fossil fuels and renewables are rallying AT THE SAME TIME. That tells you the world has a massive power demand problem that isn't going away. Oil above $100. Gold above $4,600. Silver above $85. Copper near all-time highs. The commodity super-cycle is confirming itself in real time. The Iran conflict just poured gasoline on it. Now here's the setup: Emerging market equities, China and Latin America in particular. Commodities across the board. Energy, industrial metals, precious metals. And what to avoid? Long-duration developed market sovereign debt. Overweight positions in the Mag 7, priced for a world where everything goes right and nothing disrupts the AI spending fantasy. Leadership batons in global markets shift in multi-year cycles. The US led from 2009 through 2024. 15 years. Now we're in the early innings of a multi-year rotation into emerging markets and commodities. The flows follow the performance. The performance follows the earnings. And the earnings are now better in EM than in the US. At a fraction of the valuation. With better macro fundamentals. And almost nobody owns it. This is the trade.$

THE STRAIT OF HORMUZ JUST HANDED YOU THE TRADE OF THE DECADE And most investors are looking in completely the wrong direction. Brent crude closed above $103 on Friday. Up nearly 40% since the strikes began on February 28. The Strait of Hormuz is effectively shut down. Insurance companies have canceled war risk coverage. Over 150 ships are stranded. Tanker traffic has collapsed to near zero. The IEA just called it the largest supply disruption in the history of the global oil market. Nearly 20 million barrels per day of crude and product flows have been choked off. The US is scrambling. The IEA coordinated the release of 400 million barrels from strategic reserves, the largest such action ever. Trump ordered emergency insurance for tankers. The Navy was told to begin escort operations. But behind closed doors, Navy officials told tanker executives there's currently NO availability for escorts. And no guarantees there will be. Iran holds the upper hand. And the market knows it. But here's why this matters far beyond the oil price: What we're witnessing is the EMification of America in real time. The US launched strikes in the middle of nuclear negotiations. The executive branch has been attacking central bank independence. Budget deficits are running at levels historically associated with emerging market economies. Erratic policymaking. Massive fiscal deficits. Judicial interference with monetary policy. These are EMERGING MARKET characteristics, and yet the US equity market still carries a premium developed market valuation. That premium is evaporating. Emerging markets returned 33% in 2025. The S&P 500 returned 17%. Almost DOUBLE the outperformance. And 2026 is accelerating the trend. Here's what the consensus is missing: EM macro is BETTER than developed market macro right now. Budget deficits as a percent of GDP? Lower in EM. Debt levels? Lower. Inflation? Lower. Forecasted earnings growth? HIGHER. EM earnings are expected to grow 21% to 29% this year versus 13% to 14% for the U.S. Brazilian equities are trading at roughly 9 times CAPE earnings. About HALF where they traded during the last EM rally in 2018. And the positioning is absurd: US institutional investors have essentially not owned China since Trump 1.0. Most portfolio managers working today weren't even in the business the last time EM led, which was 2001 to 2008. Everyone is out of position. Now layer in commodities: The digital eats the physical. Without copper, silicon, aluminum, and power, there IS no AI. Full stop. And fossil fuels and renewables are rallying AT THE SAME TIME. That tells you the world has a massive power demand problem that isn't going away. Oil above $100. Gold above $4,600. Silver above $85. Copper near all-time highs. The commodity super-cycle is confirming itself in real time. The Iran conflict just poured gasoline on it. Now here's the setup: Emerging market equities, China and Latin America in particular. Commodities across the board. Energy, industrial metals, precious metals. And what to avoid? Long-duration developed market sovereign debt. Overweight positions in the Mag 7, priced for a world where everything goes right and nothing disrupts the AI spending fantasy. Leadership batons in global markets shift in multi-year cycles. The US led from 2009 through 2024. 15 years. Now we're in the early innings of a multi-year rotation into emerging markets and commodities. The flows follow the performance. The performance follows the earnings. And the earnings are now better in EM than in the US. At a fraction of the valuation. With better macro fundamentals. And almost nobody owns it. This is the trade.

George Noble

437,395 просмотров • 6 месяцев назад

NEWSMAX WAKES UP: Rob O'Neill and General Hall QUESTION the FED-SLOP Narrative In Charlie Kirk Investigation 👀 A bombshell segment on Newsmax today has completely dismantled the FBI's official story regarding the assassination of Charlie Kirk. Two elite military experts—including a Navy SEAL Team 6 sniper—have come forward to call the government’s 30.06 narrative a flat-out lie. 💥 "It Looks Like an Explosion" Rob O’Neill, the man who killed bin Laden, and General Hall didn't hold back. They analyzed the ballistics and the visual evidence, concluding that the physics simply don’t match the official report: The "Explosion" Theory: O’Neill stated, "I’ve never seen a shirt move like that. That looks like an explosion to me." Both experts agreed that something exploded on Kirk rather than a standard 30.06 rifle shot. Ballistic Reality: O'Neill, a master sniper, pointed out that if a 30.06 round hit a human spine at that range, the damage would be far more catastrophic than what was seen. He dismissed the FBI’s "hit the spine" theory as "garbage". The "Magic" Screwdriver: The experts mocked the idea that the alleged shooter, Tyler Robinson, took a rifle apart, got it on a roof, reassembled it with a screwdriver that didn't even work, jumped off the roof, and then went to a steakhouse like nothing happened. 🕵️‍♂️ Mainstream Media Finally Asking Real Questions For the first time, we are seeing the mainstream media break the silence on the "shady" behavior at the scene: SD Card Security: O’Neill noted that instead of performing first aid on Kirk, teams were more concerned with removing SIM cards and cameras to "clean up" the scene immediately. The Zach Koreshi Mystery: General Hall raised the alarm about Zach Koreshi, noting that the FBI claimed they had "their guy" only to retract it 90 minutes later—precious time that a real killer could have used to flee. 📉 The Erika Kirk Factor The experts were also highly critical of Erika Kirk, pointing out the bizarre "razzle dazzle" of her quick forgiveness for the alleged shooter: Selective Forgiveness: They noted that while Erika was "really quick to forgive" the man the FBI labeled as the killer, she and the organization have been ruthless toward Candace Owens for simply asking questions. Technical Admission: O’Neill argued that by forgiving him so fast, she was technically confirming the FBI’s narrative before the facts were even in. ⚖️ The Verdict The General’s final word was a chilling warning to the Justice Department: "They know that we know better." From the impossible logistics of the roof to the "shady" cleanup, the military community is standing with Project Constitution. Mainstream media is waking up. The truth is inevitable. Keep going, Newsmax! 🇺🇸⚖️ From: Jami Burns FOLLOW Them!

NEWSMAX WAKES UP: Rob O'Neill and General Hall QUESTION the FED-SLOP Narrative In Charlie Kirk Investigation 👀 A bombshell segment on Newsmax today has completely dismantled the FBI's official story regarding the assassination of Charlie Kirk. Two elite military experts—including a Navy SEAL Team 6 sniper—have come forward to call the government’s 30.06 narrative a flat-out lie. 💥 "It Looks Like an Explosion" Rob O’Neill, the man who killed bin Laden, and General Hall didn't hold back. They analyzed the ballistics and the visual evidence, concluding that the physics simply don’t match the official report: The "Explosion" Theory: O’Neill stated, "I’ve never seen a shirt move like that. That looks like an explosion to me." Both experts agreed that something exploded on Kirk rather than a standard 30.06 rifle shot. Ballistic Reality: O'Neill, a master sniper, pointed out that if a 30.06 round hit a human spine at that range, the damage would be far more catastrophic than what was seen. He dismissed the FBI’s "hit the spine" theory as "garbage". The "Magic" Screwdriver: The experts mocked the idea that the alleged shooter, Tyler Robinson, took a rifle apart, got it on a roof, reassembled it with a screwdriver that didn't even work, jumped off the roof, and then went to a steakhouse like nothing happened. 🕵️‍♂️ Mainstream Media Finally Asking Real Questions For the first time, we are seeing the mainstream media break the silence on the "shady" behavior at the scene: SD Card Security: O’Neill noted that instead of performing first aid on Kirk, teams were more concerned with removing SIM cards and cameras to "clean up" the scene immediately. The Zach Koreshi Mystery: General Hall raised the alarm about Zach Koreshi, noting that the FBI claimed they had "their guy" only to retract it 90 minutes later—precious time that a real killer could have used to flee. 📉 The Erika Kirk Factor The experts were also highly critical of Erika Kirk, pointing out the bizarre "razzle dazzle" of her quick forgiveness for the alleged shooter: Selective Forgiveness: They noted that while Erika was "really quick to forgive" the man the FBI labeled as the killer, she and the organization have been ruthless toward Candace Owens for simply asking questions. Technical Admission: O’Neill argued that by forgiving him so fast, she was technically confirming the FBI’s narrative before the facts were even in. ⚖️ The Verdict The General’s final word was a chilling warning to the Justice Department: "They know that we know better." From the impossible logistics of the roof to the "shady" cleanup, the military community is standing with Project Constitution. Mainstream media is waking up. The truth is inevitable. Keep going, Newsmax! 🇺🇸⚖️ From: Jami Burns FOLLOW Them!

Project Constitution

125,585 просмотров • 4 месяцев назад

Caleb Banks, DT, Florida Age: 23.1 Height: 6'6" Weight: 335 lbs Arms: 35" Current Consensus Rank: 24th 🟨 Market Share Adjusted Production: 67th percentile 34 Games 929 Career Snaps 60 Career Pressures 7 Sacks 48 Tackles 10.5 Tackles For Loss 1 batted pass 4 penalties 🟧 Career PFF Grade: 47th Percentile 🟩 Career PFF Pass Rush Grade: 77th Percentile 10.6% Career Pass Rush Win Rate 10.7% PRWR Last 2 Seasons 🟩 Win Rate: 83rd Percentile 🟨 Career Pass Rush Grade on True Pass Sets: 66th Percentile 18.0% Career Win Rate on TPS 17.7% PRWR on TPS Last 2 Seasons 🟦 True Pass Set Win Rate: 88th Percentile 🟥 PFF Career Run Defense Grade: 25th Percentile 🟥 3.2% Career Run Stop Rate: 1st Percentile 🚩 🟥 25.5% Missed Tackle Rate: 0.7 percentile 🟥 PFF Tackling Grade: 4th Percentile 🟥 Tackles For Losses: 8th Percentile Player Analysis: Caleb Banks has flashes of a super star. He can move laterally and jump a gap at the snap in a blink or he can bull rush right through blockers with ease. The high-end plays are truly incredible. Rare to see a player of that size move so fluidly and then come back with the raw power he possesses on the next play. The flashes are what will sell teams, but Banks has a ways to go before he's that player on a consistent basis. Too often, Banks plays with poor leverage and conditioning (foot injury and weight played a factor). When he's playing too tall, his get-off and power are robbed. Then you've got inconsistent hand usage. He will swing wildly and hit nothing. Leaving his chest open and making himself easy to block. The combination of inconsistent pad level and hand usage leads to having trouble against double teams as he can be displaced and moved down the line. Banks' profile shows pass rush upside with inconsistent run defense and one of the worst tacklers we've ever seen. Banks leaves his feet and lunges or will completely stop his feet and reach for the ball carrier (around the shoulders) and both lead to big missed tackles. These misses have severely affected his overall production. Banks has never played more than 422 snaps in a season and if he's going to become a full time starter in the NFL, he's going to need to stay healthy and improve at the little things. He's a 'Home Run or Strikeout' player right now and at age 23 on Draft Night, he's one of only 4 players in the current consensus top 32 that'll be over that mark. If he pans out, it'll be easy to see why. If his highlights were the whole story, Banks would be a top 12 lock. Instead, you have to wonder if he'll ever reach those heights.

Goodberry

18,913 просмотров • 7 месяцев назад

OpenAI CEO, Sam Altman, sat down for 39 minutes with Y Combinator's Garry Tan and explained where AI is headed better than any $2,000 strategy course. This is what he told the room: 1. The next 6 months will match the last 2 years. Garry asked how much better the models will get. Sam gave a timeline. "I think it will feel like the next six months is maybe equivalent to the last two years of model progress." That's the steepest capability curve yet, from the man shipping the models. 2. Average users now consume what the world record used to be. Sam pulled one stat to show where demand is going. "Six and a half years ago, the world token leader was an OpenAI employee using about 100,000 tokens a month." Today that number is the worldwide average, OpenAI's top user burns hundreds of billions, and if the pattern repeats, the average person hits 500 billion tokens a month by 2033. 3. Startups win when the ground shifts. Asked about credentials and PhDs, he zoomed out to when great startups cluster. "Startups tend to win when the technology landscape is moving very quickly, when costs are coming down, when cycle times are short. All of those things are happening right now." The conditions behind the late-90s internet boom and the App Store wave, running at the same time. 4. Tool fluency beats years of experience. He described founders who grew up on AI automating entire startups with 4 people. "I would bet that this generally will cut against many years of experience in favor of people who have a lot of fluency with the tools." Hours in the tools now outweigh years on a resume. 5. Being called an idiot was the moat. Ten years ago, experts said OpenAI would cause another AI winter. "For years at OpenAI, it felt like we knew the biggest secret in the world. Everybody was calling us an idiot." The critics bought them years of runway with zero competitors. 6. You need 5 believers, not 500. On finding co-founders for a heretical idea. "We used to joke that only 50 people in the world believed that AGI was possible, but it was okay because 45 of them worked at OpenAI." Heretical ideas recruit stronger teams than popular ones. 7. Demand for intelligence has no ceiling. He compared it to electricity and found the analogy breaks. "The demand for sufficiently high-quality intelligence at a sufficiently low price is effectively uncapped." His guess: worldwide inference demand grows 10x a year for years. Watch it, then read the guide to going from zero to AI engineer.

OpenAI CEO, Sam Altman, sat down for 39 minutes with Y Combinator's Garry Tan and explained where AI is headed better than any $2,000 strategy course. This is what he told the room: 1. The next 6 months will match the last 2 years. Garry asked how much better the models will get. Sam gave a timeline. "I think it will feel like the next six months is maybe equivalent to the last two years of model progress." That's the steepest capability curve yet, from the man shipping the models. 2. Average users now consume what the world record used to be. Sam pulled one stat to show where demand is going. "Six and a half years ago, the world token leader was an OpenAI employee using about 100,000 tokens a month." Today that number is the worldwide average, OpenAI's top user burns hundreds of billions, and if the pattern repeats, the average person hits 500 billion tokens a month by 2033. 3. Startups win when the ground shifts. Asked about credentials and PhDs, he zoomed out to when great startups cluster. "Startups tend to win when the technology landscape is moving very quickly, when costs are coming down, when cycle times are short. All of those things are happening right now." The conditions behind the late-90s internet boom and the App Store wave, running at the same time. 4. Tool fluency beats years of experience. He described founders who grew up on AI automating entire startups with 4 people. "I would bet that this generally will cut against many years of experience in favor of people who have a lot of fluency with the tools." Hours in the tools now outweigh years on a resume. 5. Being called an idiot was the moat. Ten years ago, experts said OpenAI would cause another AI winter. "For years at OpenAI, it felt like we knew the biggest secret in the world. Everybody was calling us an idiot." The critics bought them years of runway with zero competitors. 6. You need 5 believers, not 500. On finding co-founders for a heretical idea. "We used to joke that only 50 people in the world believed that AGI was possible, but it was okay because 45 of them worked at OpenAI." Heretical ideas recruit stronger teams than popular ones. 7. Demand for intelligence has no ceiling. He compared it to electricity and found the analogy breaks. "The demand for sufficiently high-quality intelligence at a sufficiently low price is effectively uncapped." His guess: worldwide inference demand grows 10x a year for years. Watch it, then read the guide to going from zero to AI engineer.

Alex Prompter

84,654 просмотров • 1 месяц назад

Thabo Cele and Lebo Maboe double pivot vs Polokwane City📝 The level of organisation, discipline, and resistance was completely different compared to our games vs Magesi, Orbit or TS Galaxy and that matters when analyzing performance. And, before even getting into the Maboe–Cele double pivot, it’s important to address the front 3. Trying to impose a possession-based approach with Lilepo, Duba, and Silva is, at this stage, a bit unrealistic. The profiles don’t naturally support sustained control or efficiency in tight spaces; they are more direct, which makes the approach look slightly disconnected. Otherwise, who should combine with the double pivot to keep possession against a low block cos you're not inverting any fullbacks or CBs? Mdu[10] is also direct and won’t drop deep into ball circulation. ■ The midfield pairing of Cele & Maboe gave the team a clear structural balance in the 1st and 2nd phase, even if the chemistry is still far off. I mean, it's their 1st start together so🤷🏾‍♂️ Cele operated as a holding midfielder, anchoring the team behind/next to Maboe. He took on most of the defensive responsibility, well-positioned to screen the backline, and effective in managing transitions. ■ In possession, Cele was central to the 1st and 2nd phase of progression. He completed more passes than Plk City’s midfield duo of Kambala and Maphangule combined while also neutralising their 10 Mutudza. Mutudza managed just 5 passes in 66 minutes, which says everything about Cele’s dominance in that zone. He constantly made himself available in front of the CBs, scanning, managing the tempo, and organising the team’s structure. He always demanded movement from his teammates, always pointing to open spaces they should be occupying to progress better. At one point, he was calling Mdu to receive while Mdu was instead making a forward run away from Cele who had the ball. Cele didn’t force progression unnecessarily, but that doesn’t mean he lacked intent to move the team forward. He completed more line breaking passes and passes into the final 3rd than any other player. That highlights his awareness of when to accelerate play and when to maintain control. ■ Maboe, on the other hand, operated as the 8, with freedom to impact higher zones. With Cele securing the base, he was free to connect phases and influence play closer to the final 3rd. However, you could still see old habits from his previous role. He often dropped deeper than expected, which slightly limited his presence in decisive attacking areas. As much as he played balls into the final 3rd, we also needed him to receive in the final 3rd more. ■ Together, Cele and Maboe created 5 chances against a very disciplined low block of Plk City. 4 of those came from Maboe, underlining how much creative responsibility he still carried. However, this wasn’t his sharpest attacking performance in terms of passing and shooting. Despite the output in chances created, there were several misplaced passes in key moments, and he didn’t attack the box enough for an 8 with a reliable 6 behind him. It’s a similar issue we had with Mdu yesterday, he also struggled to consistently enter the opposition box as usual or combine between the lines. There was a clear lack of chemistry in the final 3rd in our overall performance. We couldn't stay on the ball enough to put pressure on their defense and cause enough panic for them to crack. ■ Towards midway through the 2nd Half, both Cele & Maboe started to lose some steam, and the pairing needed refreshing. At this point, Plk City had already overloaded the middle and allowed very little space for us to operate. We failed the same way in the loss vs Stellies, they improved their midfield to cancel our dominance, and we looked confused with our subs, no clear intention to improve a clear area that's been neutralized. Our struggles were not in the double pivot. There was nothing result-altering or structurally wrong with Maboe & Cele. [Video] Part 1:

Thabo Cele and Lebo Maboe double pivot vs Polokwane City📝 The level of organisation, discipline, and resistance was completely different compared to our games vs Magesi, Orbit or TS Galaxy and that matters when analyzing performance. And, before even getting into the Maboe–Cele double pivot, it’s important to address the front 3. Trying to impose a possession-based approach with Lilepo, Duba, and Silva is, at this stage, a bit unrealistic. The profiles don’t naturally support sustained control or efficiency in tight spaces; they are more direct, which makes the approach look slightly disconnected. Otherwise, who should combine with the double pivot to keep possession against a low block cos you're not inverting any fullbacks or CBs? Mdu[10] is also direct and won’t drop deep into ball circulation. ■ The midfield pairing of Cele & Maboe gave the team a clear structural balance in the 1st and 2nd phase, even if the chemistry is still far off. I mean, it's their 1st start together so🤷🏾‍♂️ Cele operated as a holding midfielder, anchoring the team behind/next to Maboe. He took on most of the defensive responsibility, well-positioned to screen the backline, and effective in managing transitions. ■ In possession, Cele was central to the 1st and 2nd phase of progression. He completed more passes than Plk City’s midfield duo of Kambala and Maphangule combined while also neutralising their 10 Mutudza. Mutudza managed just 5 passes in 66 minutes, which says everything about Cele’s dominance in that zone. He constantly made himself available in front of the CBs, scanning, managing the tempo, and organising the team’s structure. He always demanded movement from his teammates, always pointing to open spaces they should be occupying to progress better. At one point, he was calling Mdu to receive while Mdu was instead making a forward run away from Cele who had the ball. Cele didn’t force progression unnecessarily, but that doesn’t mean he lacked intent to move the team forward. He completed more line breaking passes and passes into the final 3rd than any other player. That highlights his awareness of when to accelerate play and when to maintain control. ■ Maboe, on the other hand, operated as the 8, with freedom to impact higher zones. With Cele securing the base, he was free to connect phases and influence play closer to the final 3rd. However, you could still see old habits from his previous role. He often dropped deeper than expected, which slightly limited his presence in decisive attacking areas. As much as he played balls into the final 3rd, we also needed him to receive in the final 3rd more. ■ Together, Cele and Maboe created 5 chances against a very disciplined low block of Plk City. 4 of those came from Maboe, underlining how much creative responsibility he still carried. However, this wasn’t his sharpest attacking performance in terms of passing and shooting. Despite the output in chances created, there were several misplaced passes in key moments, and he didn’t attack the box enough for an 8 with a reliable 6 behind him. It’s a similar issue we had with Mdu yesterday, he also struggled to consistently enter the opposition box as usual or combine between the lines. There was a clear lack of chemistry in the final 3rd in our overall performance. We couldn't stay on the ball enough to put pressure on their defense and cause enough panic for them to crack. ■ Towards midway through the 2nd Half, both Cele & Maboe started to lose some steam, and the pairing needed refreshing. At this point, Plk City had already overloaded the middle and allowed very little space for us to operate. We failed the same way in the loss vs Stellies, they improved their midfield to cancel our dominance, and we looked confused with our subs, no clear intention to improve a clear area that's been neutralized. Our struggles were not in the double pivot. There was nothing result-altering or structurally wrong with Maboe & Cele. [Video] Part 1:

El Capitano⚪

58,049 просмотров • 5 месяцев назад