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Recent
Bolton on NATO support in the Iran war: If you want a coalition to help you in a war, you form it before the war starts.
Trump made no effort to build a coalition with NATO allies, and European leaders are tired of being criticized by him after repeated attacks on the alliance1/
Trump made no effort to build a coalition with NATO allies, and European leaders are tired of being criticized by him after repeated attacks on the alliance1/
Bolton: European leaders saying Iran is not our war is a very dangerous way to put it.
It invites Trump to respond in the same way and say Ukraine is not our war, while the campaign targets the instruments of Iranian power as the regime loses leaders and begins to fracture. 2/
It invites Trump to respond in the same way and say Ukraine is not our war, while the campaign targets the instruments of Iranian power as the regime loses leaders and begins to fracture. 2/
Q: Was Trump unaware Iran could strike neighbors or close Strait of Hormuz?
Bolton: I know for fact he was aware of those potentials, I raised regime change several times.
Each time there was a list of consequences, including closing the strait and attacks on Gulf oil sites. 3X
Bolton: I know for fact he was aware of those potentials, I raised regime change several times.
Each time there was a list of consequences, including closing the strait and attacks on Gulf oil sites. 3X
Steve Jobs delayed cancer surgery for 9 months and tried every alternative treatment imaginable.
None of it worked because he never fixed the one system every human depends on (read to stay safe):
None of it worked because he never fixed the one system every human depends on (read to stay safe):
2003.
A routine scan for kidney stones revealed something unexpected on Steve Jobs' pancreas.
A neuroendocrine tumor.
Rare. Treatable. 93% survival rate with surgery. But Steve said no.
For 9 months, he refused the operation...
A routine scan for kidney stones revealed something unexpected on Steve Jobs' pancreas.
A neuroendocrine tumor.
Rare. Treatable. 93% survival rate with surgery. But Steve said no.
For 9 months, he refused the operation...
Instead of surgery, he tried alternative approaches:
• Acupuncture.
• Dietary supplements.
• Juice cleanses.
AND This wasn't a random decision...
Here's why he chose this path:
• Acupuncture.
• Dietary supplements.
• Juice cleanses.
AND This wasn't a random decision...
Here's why he chose this path:
Silver Market Snapshot Report
Date: March 18, 2026
Focus: COMEX silver vaults, delivery activity, and what it means for physical stackers
Silver was hit hard on screen, with price falling to around $70.56, down roughly 6.37% intraday on the chart shown. But underneath that paper weakness, the physical side tells a more important story:
COMEX registered silver was unchanged
Eligible silver fell by 2,817,057.88 oz
Total COMEX silver stocks fell by 2,817,057.88 oz
The biggest visible drawdowns came from JP Morgan and StoneX
March silver deliveries remain substantial relative to current registered stocks
Bottom line:
This does not look like abundance.
It looks like paper pressure on price while physical metal continues leaving the system.
Date: March 18, 2026
Focus: COMEX silver vaults, delivery activity, and what it means for physical stackers
Silver was hit hard on screen, with price falling to around $70.56, down roughly 6.37% intraday on the chart shown. But underneath that paper weakness, the physical side tells a more important story:
COMEX registered silver was unchanged
Eligible silver fell by 2,817,057.88 oz
Total COMEX silver stocks fell by 2,817,057.88 oz
The biggest visible drawdowns came from JP Morgan and StoneX
March silver deliveries remain substantial relative to current registered stocks
Bottom line:
This does not look like abundance.
It looks like paper pressure on price while physical metal continues leaving the system.
1) COMEX silver vault data
Daily vault change
From the CME metal depository statistics shown:
Total Registered: 78,903,367.869 oz
Total Eligible: 256,172,267.235 oz
Combined Total: 335,075,635.104 oz
Daily change:
Registered: no change
Eligible: -2,817,057.88 oz
Combined total: -2,817,057.88 oz
That is the key signal of the day.
Why that matters
Registered metal is the category most directly associated with metal available to meet futures delivery obligations. Eligible metal is still in the system, but it is not automatically for sale or deliverable unless its owner chooses to convert it.
So when:
registered stays flat
while eligible keeps leaving
…it suggests that silver is not rushing into the “ready-to-deliver” pool. In other words, the exchange is not becoming more comfortable from a physical standpoint.
Daily vault change
From the CME metal depository statistics shown:
Total Registered: 78,903,367.869 oz
Total Eligible: 256,172,267.235 oz
Combined Total: 335,075,635.104 oz
Daily change:
Registered: no change
Eligible: -2,817,057.88 oz
Combined total: -2,817,057.88 oz
That is the key signal of the day.
Why that matters
Registered metal is the category most directly associated with metal available to meet futures delivery obligations. Eligible metal is still in the system, but it is not automatically for sale or deliverable unless its owner chooses to convert it.
So when:
registered stays flat
while eligible keeps leaving
…it suggests that silver is not rushing into the “ready-to-deliver” pool. In other words, the exchange is not becoming more comfortable from a physical standpoint.
2) Where the silver left from
The major visible withdrawals in the report came from:
JP Morgan Chase Bank NA
Eligible withdrawal: 1,611,910.200 oz
No registered increase to offset that outflow
StoneX Precious Metals LLC
Eligible withdrawal: 1,185,217.240 oz
Again, no registered increase to offset it
HSBC
Smaller eligible withdrawal:
19,930.440 oz
Interpretation
This is important because the draw was concentrated in large, known depositories rather than being just random tiny movements. That makes the outflow more meaningful.
The major visible withdrawals in the report came from:
JP Morgan Chase Bank NA
Eligible withdrawal: 1,611,910.200 oz
No registered increase to offset that outflow
StoneX Precious Metals LLC
Eligible withdrawal: 1,185,217.240 oz
Again, no registered increase to offset it
HSBC
Smaller eligible withdrawal:
19,930.440 oz
Interpretation
This is important because the draw was concentrated in large, known depositories rather than being just random tiny movements. That makes the outflow more meaningful.
1/5 As Hungary approaches the April 2026 elections, Orbán faces a severe political test.
His failed rule has actively aligned Budapest with Moscow, obstructed European support for Ukraine, and prioritized Russian energy over Western unity, thereby ruining Hungary's potential
His failed rule has actively aligned Budapest with Moscow, obstructed European support for Ukraine, and prioritized Russian energy over Western unity, thereby ruining Hungary's potential
2/5 The economic reality of this geopolitical positioning is stark.
Hungary's GDP growth stagnated at just 0.4% in 2025.
It has completely decoupled from regional growth trends, falling drastically behind the expanding economies of neighboring Poland and Romania
Hungary's GDP growth stagnated at just 0.4% in 2025.
It has completely decoupled from regional growth trends, falling drastically behind the expanding economies of neighboring Poland and Romania
3/5 This economic stagnation is tied directly to structural state capture.
Transparency International recently ranked Hungary at 40 out of 100 on its Corruption Perceptions Index.
It remains the lowest-scoring and most corrupt member state in the European Union. Pathetic!
Transparency International recently ranked Hungary at 40 out of 100 on its Corruption Perceptions Index.
It remains the lowest-scoring and most corrupt member state in the European Union. Pathetic!
[thread]
I want to dedicate this thread to a woman whose data visualisation helped save countless lives: Florence Nightingale
I don't know which is worse
Trump Devotion Syndrome
or
Trump Derangement Syndrome
I often wonder is it a binary choice?
Is there a 3rd syndrome?
I want to dedicate this thread to a woman whose data visualisation helped save countless lives: Florence Nightingale
I don't know which is worse
Trump Devotion Syndrome
or
Trump Derangement Syndrome
I often wonder is it a binary choice?
Is there a 3rd syndrome?
I am reading the transcript of the Joe Kent & Tucker Carlson interview. I will thread the insights: 🧵
(If you like this type of commentary, do not follow this account. Secretly hover over my posts and don't like or repost them. Don't mention $KHC.
(If you like this type of commentary, do not follow this account. Secretly hover over my posts and don't like or repost them. Don't mention $KHC.
1) Joe Kent: "I think we still could have back channeled to the Iranians and said, “Hey, if something happens here in the next couple of days, it’s not us. We’re still serious about negotiations. And we don’t want to escalate this.”
#traitor
#traitor
2) Joe Kent: "And if you look at the effect of the economic sanctions, that’s what got the Iranian people on the streets actually protesting against the Ayatollah’s government, which is extensively what we would like."
Watchman—Hear the Words of the LORD! 🧵
Proverbs 8:34
Blessed is the man that heareth Me, watching daily at My gates, waiting at the posts of My doors.
Proverbs 8:34
Blessed is the man that heareth Me, watching daily at My gates, waiting at the posts of My doors.
Isaiah 52:7-15
How beautiful upon the mountains are the feet of him that bringeth good tidings, that publisheth peace; that bringeth good tidings of good, that publisheth salvation; that saith unto Zion, Thy God reigneth!
How beautiful upon the mountains are the feet of him that bringeth good tidings, that publisheth peace; that bringeth good tidings of good, that publisheth salvation; that saith unto Zion, Thy God reigneth!
[8] Thy watchmen shall lift up the voice; with the voice together shall they sing: for they shall see eye to eye, when the LORD shall bring again Zion.
🚨BREAKING: Claude has a secret mode called "First Principles Breakdown."
It strips any complex topic down to its raw fundamentals like Elon Musk thinks through problems.
Here's how to activate it:
It strips any complex topic down to its raw fundamentals like Elon Musk thinks through problems.
Here's how to activate it:
Use this exact prompt that activates First Principles mode.
Copy this word for word:
"Break [topic] down using first principles thinking. Start by identifying every assumption people commonly make about this topic. Then strip each assumption away and ask: what is fundamentally, provably true here? Rebuild the concept from only what remains. Show me what changes when you remove inherited thinking."
That's it.
The key phrase is "strip each assumption away."
Without that instruction, Claude defaults to explaining what everyone already knows.
With it, Claude goes layer by layer assumption by assumption until it hits bedrock.
What comes out the other side is a completely different understanding of the topic.
Copy this word for word:
"Break [topic] down using first principles thinking. Start by identifying every assumption people commonly make about this topic. Then strip each assumption away and ask: what is fundamentally, provably true here? Rebuild the concept from only what remains. Show me what changes when you remove inherited thinking."
That's it.
The key phrase is "strip each assumption away."
Without that instruction, Claude defaults to explaining what everyone already knows.
With it, Claude goes layer by layer assumption by assumption until it hits bedrock.
What comes out the other side is a completely different understanding of the topic.
Why this prompt works differently than just asking Claude to "explain" something.
When you ask Claude to explain a topic normally, it pattern-matches to the best existing explanation it's seen.
You get a clear, well-organized version of conventional wisdom.
That's useful. But it's not thinking.
The First Principles prompt forces something different.
It makes Claude identify what's assumed versus what's proven. That's a fundamentally different cognitive operation than summarizing.
Try it on something you think you understand completely.
Ask Claude to break down "how a business makes money" using first principles.
Watch it strip away every assumption pricing, customers, value, exchange until it hits the actual bedrock truth.
You'll realize half of what you "knew" was inherited from somewhere else.
When you ask Claude to explain a topic normally, it pattern-matches to the best existing explanation it's seen.
You get a clear, well-organized version of conventional wisdom.
That's useful. But it's not thinking.
The First Principles prompt forces something different.
It makes Claude identify what's assumed versus what's proven. That's a fundamentally different cognitive operation than summarizing.
Try it on something you think you understand completely.
Ask Claude to break down "how a business makes money" using first principles.
Watch it strip away every assumption pricing, customers, value, exchange until it hits the actual bedrock truth.
You'll realize half of what you "knew" was inherited from somewhere else.
🧵 #HelmsBurton 🇨🇺🇺🇸
Every major US law on Cuba exists because of something specific the Castro tyranny did. This thread breaks down the actions, the laws they produced, and exactly what it takes by law to end the embargo. Because most people arguing about this have no idea what the law actually says. ⬇️
Every major US law on Cuba exists because of something specific the Castro tyranny did. This thread breaks down the actions, the laws they produced, and exactly what it takes by law to end the embargo. Because most people arguing about this have no idea what the law actually says. ⬇️
2/10 1959.. The Castro tyranny seizes American-owned oil refineries, sugar mills, hotels, telephone companies and manufacturing plants. No compensation. International law is clear. When you nationalize foreign property you owe compensation. The Foreign Claims Settlement Commission certified thousands of claims from US nationals. Not a cent was ever paid.
US response: The embargo. Executive order by Kennedy, 1962.
US response: The embargo. Executive order by Kennedy, 1962.
The Communist tyranny begins executing people by firing squad, jailing dissidents, banning political opposition and blocking the UN from investigating abuses on the island. Hundreds of thousands flee. Cuba Archive, which requires two independent sources per name, has documented over 10,700 deaths and disappearances attributed to the tyranny.
US response: The Cuban Adjustment Act of 1966. Cuban nationals in the US could obtain lawful permanent residency on an expedited basis. No other group received this. Because no other group was fleeing that disaster.
US response: The Cuban Adjustment Act of 1966. Cuban nationals in the US could obtain lawful permanent residency on an expedited basis. No other group received this. Because no other group was fleeing that disaster.
In my last thread I asked: what happened to gold the last time leveraged funds dumped it during a geopolitical crisis?
Here is the answer.
Here is the answer.
February 2022. Russia invades Ukraine. Energy prices spike. Inflation runs to 9%. The Fed starts hiking aggressively.
Gold initially jumps to $2,070 on fear. Then sells off for seven straight months. By October 2022 it is at $1,620. A 22% drop from peak.
Sound familiar?
Gold initially jumps to $2,070 on fear. Then sells off for seven straight months. By October 2022 it is at $1,620. A 22% drop from peak.
Sound familiar?
The mechanism was identical to what you are watching today.
Geopolitical shock. Energy spike. Inflation reignites. Rate cut hopes die. Opportunity cost of holding gold rises. Leveraged funds exit. Gold falls even though the crisis that started the rally is still active.
The asset gets sold. The problem does not go away.
Geopolitical shock. Energy spike. Inflation reignites. Rate cut hopes die. Opportunity cost of holding gold rises. Leveraged funds exit. Gold falls even though the crisis that started the rally is still active.
The asset gets sold. The problem does not go away.
Introducing a new upgraded vibe coding experience in @GoogleAIStudio.
You can now turn any idea into functional, production ready apps. Build multiplayer games, collaborative tools, apps with secure log-ins and more.
You can now turn any idea into functional, production ready apps. Build multiplayer games, collaborative tools, apps with secure log-ins and more.
This experience is powered by a new @antigravity coding agent and built-in @Firebase integrations.
Take this multi-player 3D car racing game the agent built in @GoogleAIStudio for a spin → goo.gle/3NzgK31
Take this multi-player 3D car racing game the agent built in @GoogleAIStudio for a spin → goo.gle/3NzgK31
Learn more ↓ goo.gle/4qLBGRK
Your coding agents inherit your credentials and your permissions. No identity system in the stack can tell the difference between you and the agent acting in your name.
Today: Keycard for Coding Agents 🧵
Today: Keycard for Coding Agents 🧵
You click "Allow" 50 times an hour until you stop reading. Or you reach for --dangerously-skip-permissions. Clicking "yes" on autopilot isn't security. It's friction dressed up as governance, and the one call that mattered slips right through.
Credentials are worse. You're copy-pasting static API keys into .env files, scattering long-lived secrets across machines, and handing agents full admin tokens when they need read access to one endpoint. Your policy and your credentials are completely disconnected.
