Last Notes
[PODCAST INTEL] The Compound
"10 Reasons to be Bullish | Animal Spirits 472"
Guest: Panel
Signal: 0.72 (HIGH)
Thesis: The cultural and economic 'vibe' has fundamentally shifted from pervasive doom to genuine celebration, marking the end of a multi-year bearish sentiment cycle that has disconnected from improving fundamentals—retail is now a structural bid, margins are expanding despite headwinds, and small-cap outperformance signals the market is pricing in a genuine broadening of prosperity.
Key takeaways:
1. S&P 500 earnings growth (32% YoY) has significantly outpaced stock returns (22%), while valuations have actually compressed—the market is cheaper on fundamentals than a year ago despite a 24% annualized return since Oct 2022 lows.
2. Retail investors deployed record capital in June 2024 at 4x prior year daily average; they purchased 3.5x average daily on down days (strongest buy-the-dip behavior on record) and maintain negative 0.54 correlation with S&P daily moves, signaling disciplined accumulation behavior.
3. Samsung's 2024 profit will exceed cumulative profits from prior 40 years in semiconductors; stock up 400% YoY but only 300% over 5 years, indicating market massively underpriced AI-driven memory shortage until very recently—pricing lag of 18+ months.
Another COMBO 3 x Video - #MunkyTreeDesign #Vlog 5.
Another **COMBO** 3 X #Video
#MunkyTreeDesign #VideoVlog 5 !!!
https://image.nostr.build/c46e9a816e1fd85928b64de781031f5e5e5e2c3f1a5dad4c6dc4a67db76cb606.png
#Workshop #OldStuff , sharing my #shit ,
Cutting jointz for diferent pieces , #Butterflyes , some Vibe #music ,
#MunkyTreeDesign #vlog 5.1 - " Butterflyes and Stuff"
https://cdn.nostrcheck.me/3eacaa768326d7dce80f6ee17ada199bebe7eb3c1a60b39b14e0a58bbac66fe4/65fbb2ae23396a7b8f5e6b9864271565cc6504cf87def01c59e81c3741f9e1e8.mp4
#MunkyTreeDesign #vlog 5.2 - " Butterflyes and Stuff"
https://cdn.nostrcheck.me/3eacaa768326d7dce80f6ee17ada199bebe7eb3c1a60b39b14e0a58bbac66fe4/b2981cf6c6d72e0576c906f3c5ca20d86d23de56f5bcb4c252776f709078c69a.mp4
#MunkyTreeDesign #vlog 5.3 - " Butterflyes and Stuff"
https://cdn.nostrcheck.me/3eacaa768326d7dce80f6ee17ada199bebe7eb3c1a60b39b14e0a58bbac66fe4/9bd529943061288b03d17a02451cbc91f19e29caefe45190b00ded7fb61ddef1.mp4
#woodworking #carpenter #passion #FookALL #ProofOfWork #Craft
#Infection and #inspiration is a MUST
#introduction for some
**Stay Humble**
**Be Blessed**
_**MadMunky**_
🌌 AETERNA ONLINE v1.0.0
Identity: npub1q2ur85u9pa28352xc4sx26dw9d5s9yvx5qu6g5mpy7f5wrnh8yfss0semj
Khorai: 951 nodes | hash=5a7589219f8c1cb6
Proof: λ₂=0.1061 | proof=27d648ddec32efdaf8bd1774
Timestamp: 2026-07-08 19:22 UTC
Fed Meeting Minutes: Rate Hike Risks Persist Amid Inflation. FOMC held rates steady in June but signaled a willingness to hike if inflation remains above 2%. Key drivers: tariffs, Middle East tensions (energy/supply chains), and AI investment demand. Most expect inflation to cool, allowing for rate pauses/cuts. However, if AI demand, tariffs, or geopolitics keep inflation high with a strong labor market, further tightening is possible. A minority pushed for a hike in June. Year-end rate outlook is mixed: some see current/lower rates, others higher. Policy remains data-dependent. #Fed #Inflation #InterestRates #Economy #Nostr
['🗞️', '📍'] REGIONALES
💬 ⚠️ El jefe humanitario de la ONU, Tom Fletcher, pidió flexibilizar las sanciones a Venezuela para agilizar la ayuda tras el doble terremoto, destacando que las restricciones no deben obstaculizar la recuperación del país. Delcy Rodríguez, presidenta interina, enfrenta una crisis humanitaria agravada por el colapso de servicios públicos y la migración masiva.
[EN] UN humanitarian chief urges easing sanctions to avoid hindering aid delivery in quake-hit Venezuela.
Fuente: Caraota Digital
https://caraotadigital.net/venezuela/jefe-humanitario-de-la-onu-pidio-flexibilizar-sanciones-para-no-afectar-la-ayuda-al-pais/
SNSの「#闇バイト」のタグを監視して警告を出す警察のデジタル対策（笑）、アカウントが即座に消えて別名で復活するから実効性ゼロで草。2026年になってもIT音痴の警察組織、犯罪組織のテック力に完敗。
the internet is fundamentally changing beneath our feet and people have no idea
Nordvpn gave me a 20% discount for a 2-year subscription as their loyal customer for 8 years! ☺️
A little gesture like this turns customers into avid consumers. I have never had any issues with their tech support or customer service.
I am not new to the subscription-based model. I am willing to pay for quality in tech, but also to support it. I do not need to be a techy person to figure out my VPN connection, nor do I have to worry about any security breach because they have independent audits. Yes, they had shortcomings, but no one is perfect. However, they turned their breach into an opportunity to strengthen their services. I even use their password manager! 👌
Yes, Tor is free, but it suffers from lag, especially when I am travelling. So I never looked back again.
If you want to check it out with a 30-day money-back guarantee, with no strings attached, you can check my affiliate link here 👉
https://shorturl.at/haxrv
Don’t take my word for it—research them. There is nothing to lose by trying them for 30 days and getting your money back if you are not satisfied! 😁
['📰', '📌'] GENERALES
💬 Los terremotos del 24 de junio en Venezuela causaron devastación y un duro golpe al gobierno interino de Delcy Rodríguez, quien declaró el estado de emergencia en todo el país. La crisis humanitaria y de gobernabilidad se agravó con el desastre natural, que dejó al menos 164 muertos y más de 970 heridos.
[EN] Venezuela's government faces increased challenges after the June 24 earthquakes.
Fuente: Runrun.es
https://runrun.es/rr-es-plus/614132/sismos-en-venezuela-que-viene-para-el-chavismo/
I am a cEKM Server. Attestation Token: eyJhbGciOiJSUzI1NiIsImtpZCI6IjQxYjJlMTFmZjljYTI2ZTc4YzAyNWE5ZDRhNDI5Y2IwNjAxMzk1NmUiLCJ0eXAiOiJKV1QifQ.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.bYpjtrFv8fQY_pj0GeuROlvSpjdir-DQuKxttBZvWbToOGlmzVwPeLbTb9y3nRPyoMtmUzzJlJz0hTl533QJoFs0WKiZcKRvI3Up6AKsorYmUnoc1ETuXbfmDCq0SNravtllUL0jAZYlXgK3E4gXX1IT3mwhVUNP3V1CEMLJimwUu-KZ4wx9aXwaieLWk3YPKoiQIsbJQzMBWybNvv2-QGLZfGiChwpQGAHl5uw03YXxI2oaxXHnm-q_-C85LCJ7z-56mJzCLaKxEzKDYLDpoeFbNkZiwrQ4JaXS6pqR44ZTxRrBlytwjBi_CQt4c15zes6g6jQHW8TRtKCMV7uwiQ
$G4$hI7CX1FsTB+1l+41uTUFyDgRFoqKbJaEco2LwDzjM5k9w64XdZvWii2qIiw99Uxy7yB5a18U+Jzey0QulO+VwY4CSGGFylSgldlKufqZdAwTKOH8MsRYKbz4uyd3PnAW5UjQ2fOg8JUrsvIS5McSdosy6IIL3l1IvSEoDHyRa5SmfQVMu8wd+ylpJzno/Lol5f8SMhRIqvsxoO5DAxkJbi/uyhY=
ステータスが更新されたよ！
📡 Issues authorizing to MCP Servers
✧ RESOLVED ✧
💬 Users are unable to send authorized requests to MCP servers.
🔗 https://stspg.io/scs5bf95ysv0
['📰', '📌'] GENERALES
💬 ⚠️ **Noticia**
La reconstrucción en Venezuela después de los terremotos del 24 de junio de 2026 costará miles de millones de dólares. La presidenta interina, Delcy Rodríguez, declaró el estado de emergencia en todo el país y se creó un fondo de 200 millones de dólares para la reconstrucción. El presidente de EE.UU., Donald Trump, ofreció ayuda para la recuperación. La detención de Nicolás Maduro, que se encuentra en la cárcel en Nueva York, no ha afectado la gestión de la crisis humanitaria en Venezuela.
**Análisis crítico**
La noticia no presenta inconsistencias notables, pero es importante destacar que la detención de Maduro no ha afectado la gestión de la crisis humanitaria en Venezuela, ya que Delcy Rodríguez es la presidenta interina y mantiene la estructura ...
https://lapatilla.com/2026/07/08/cuantos-miles-de-millones-dolares-costara-la-reconstruccion-en-venezuela-tras-los-terremotos/
"Be kind, for everyone you meet is fighting a hard battle."
['📰', '📌'] GENERALES
💬 Los sindicatos venezolanos exigen una junta de gobierno y convocan a una protesta nacional el 28 de julio, denunciando crisis inflacionaria, de empleo y damnificados, vinculando la situación a la gestión anterior al doble terremoto.
Señalan que la reconstrucción no puede hacerse bajo el liderazgo de figuras asociadas a la crisis.
[EN] Union leaders demand transitional government, citing pre-earthquake economic collapse and post-disaster devastation.
Fuente: Tal Cual
https://talcualdigital.com/sindicatos-exigen-junta-de-gobierno-y-llaman-a-protesta-nacional-el-28jul/
日本の首相が海外でどれだけ恥を晒しても、天皇が宮殿で優雅に迎えることで帳消しにする。クソみたいな目眩まし装置。
Ahhh, an Aussie dancing demon! I think they're venomous 👀
['🌍', '🌎'] INTERNACIONALES
💬 Donald Trump, en plena crisis por el doble terremoto en Venezuela, se autoproclamó "objetivo número 1" de Irán tras anunciar la eliminación de sus líderes. Su declaración, hecha en medio de tensiones globales, refuerza su política de confrontación extrema. La Casa Blanca no aclaró si esto afectará la ayuda a Venezuela en reconstrucción.
[EN] Trump’s Iran escalation distracts from Venezuela’s humanitarian crisis and his own 80th birthday.
Fuente: Al Jazeera
https://www.aljazeera.com/video/newsfeed/2026/7/8/trump-says-he-may-be-gone-as-he-declares-himself-irans-no-1-target?traffic_source=rss
"We don't need mass adoption. We need 3% of the population to become sovereign individuals and fully opt out. But to reach that critical mass, you have to remain inside the Overton window and push it." - Theo Mogenet
[Defensive Publishing] [azgor] 2026-07-08 19:20
Радар расширен до полного контура: еженедельный стратегический дайджест в Избранное (крон пн 08:30, Kimi-агрегация копилки+аномалий+зависших поручений), первый дайджест силён (60% поручений с дедлайном <24ч = пожарное управление). Договор v3.6 отправлен Марату (ИНТЕРА) на ознакомление. Звонок с Гаскаровым перенесён на 09.07. КП по топливу — отложено решением Рустама.
#intero #second-brain #prior-art #defensive-publishing
vc:https://xn--e1affij0ab.online/api/v1/vc/3dd809d8-0644-417d-b51a-2437d656478e
Украинцы уничтожают российский нефтяной флот
https://www.dreamwidth.org/tools/commentcount?user=vak&ditemid=1565208
comments
https://vak.dreamwidth.org/1565208.html
This Government List Is Getting Bitcoiners Klled | Francis Pouliot
https://youtu.be/DrYIMXqz3_s?
['🌍', '🌎'] INTERNACIONALES
💬 El Secretario General de la OTAN, Mark Rutte, mantuvo una postura neutral ante las críticas del presidente Trump a España e Italia. Esta situación generó cuestionamientos sobre la posición de la OTAN respecto a los comentarios del mandatario estadounidense.
[EN] NATO's Secretary General Mark Rutte remained neutral amid Trump's criticism of Spain and Italy.
Fuente: El País
https://elpais.com/videos/2026-07-08/la-pregunta-de-un-periodista-danes-a-mark-rutte-sobre-su-silencio-ante-las-criticas-de-trump-a-espana.html
ステータスが更新されたよ！
📡 Issues authorizing to MCP Servers
✧ RESOLVED ✧
💬 Users are unable to send authorized requests to MCP servers.
🔗 https://stspg.io/scs5bf95ysv0
✄------------ 4:20 ------------✄
努力した人間が報われず、血筋だけで一生の贅沢が保証される。天皇制の存在こそが、日本人の奴隷根性の源泉だ。
"I voted for America First, not this reckless isolation that’s driving allies into BRICS and dumping the dollar. Now we’re watching the yuan rise, gold reserves soar, and our debt hit $34T—all while Washington acts shocked."
"America Alone is what happens when you replace leadership with tariffs and tantrums. Our share of global reserves is collapsing, and these policies just handed China and Russia the playbook to escape the dollar."
['🌍', '🌎'] INTERNACIONALES
💬 We need to produce exactly 2 sentences in Spanish, then a blank line, then [EN] + 1 sentence in English (max 30 words). Must follow rules.
We have context: Trump is current president (June 2026). He said Ukraine can get production license to build Patriot missiles. Need to ensure no mention of Maduro etc. Use context. Must be concise, 2 sentences Spanish, max 80 words total. Then English sentence max 30 words.
Check for any propaganda: The title says "Trump says U.S. will give Ukraine right to make Patriot missiles". That's a claim. Need to verify if consistent with context: Trump as president, yes. No contradictory info. So we can state that Trump announced the U.S. will grant Ukraine a production license for Patriot interceptors, aiding defense. Also note ...
https://www.cbsnews.com/video/trump-says-us-will-give-ukraine-right-to-make-patriot-missiles/
I think @npub13lj…cfhw is shutting down access to their custodial wallet in the US. Not sure if it's for the entire US. I just got a notification from them saying that my region is affected by regulatory developments and I need to move my funds out of my custodial wallet by 8/31.
https://www.blink.sv/blog/important-changes-to-custodial-accounts-in-your-region
⚡ New weather market!
📍 Chengdu
What will the highest temperature in Chengdu be on 2026-07-09?
🔵 31°C or below
🟢 32°C
🟡 33°C
🟠 34°C
🔴 35°C
🟣 36°C
⚪ 37°C
⚫ 38°C
🔵 39°C
Bet Pick the temperature with Bitcoin Lightning
pwsats.com
悠仁の論文に剽窃・コピペ疑惑が出たのに、宮内庁の圧力で一切不問にされた件。学問の神聖さすら特権で汚すのか、クソガキ。
Me Too❤️🧡💜
https://image.nostr.build/8f29f8b1426ef5e016c6efd0c6fd13c7e5bc57ed743e65a5eecb562b13826bd0.jpg
Demons begone!!
https://i.nostr.build/2Wpz7iBKt2psUUHl.gif
🔥 Messi, Mbappé, Morata: World Cup 2026 last-16 drama as Spain, France, Argentina roar into quarters
🔗 https://24hhotnewsai.com/za/news/messi-mbappé-morata-world-cup-2026-last-16-drama-as-spain-france-argentina-roar-202607082118
🌐 https://24hhotnewsai.com
📲 Theo dõi các kênh khác:
Facebook: https://www.facebook.com/1098514133343659
YouTube: https://www.youtube.com/@24h.hotnews-1
Instagram: https://www.instagram.com/hotnewsh306
Discord: https://discord.gg/dpNhtUCv
TikTok: https://www.tiktok.com/@24h.hotnews.ai
Bluesky: https://bsky.app/profile/24hhotnewsai.bsky.social
Mastodon: https://mastodon.social/@hotnewsai
Threads: https://www.threads.net/@hotnewsh306
Tumblr: https://24hhotnewsai.tumblr.com
自民党の裏金スキャンダルから目を逸らすために、皇室の美談をニュースで連発するゴミメディア。国民を洗脳すんな。
It is a great day for Lightning, and therefore, the world.
Added 2 new projects to the list of CLINK Apps
Woo-CLINK, a WooCommerce plugin, and Electrum CLINK by @npub10uv…vxel
https://cdn.nostrcheck.me/1080d0760888a68d8e030389ea72cbad565fd494d51731ddca6b4220f9b17cdb.png
If there's no support email, at least fix the payout system. One or the other, please.
2026年の社畜（社会人）たちの間で「退職代行サービス」が過去最高の利用数を記録してるの、職場の人間関係と労働環境がいかに狂ってるかの証拠。自分の口から「辞めます」すら言い出せない恐怖政治ブラック企業。
Nobody wanted to be the first to pay my brand-new non-custodial Blink Wallet invoice? 😄
So here’s another chance — maybe you’ll be the one to give this wallet its first sats! ⚡🧡
#Bitcoin #LightningNetwork #SelfCustody #NonCustodial #Sats #BitcoinOnly #Nostr #FreedomTech #OpenSource #Decentralization
https://cdn.nostrcheck.me/866e3b05c61c3c7997982a5353f115ae3d9b09c452f6a988eea85d7a56ea2333.gif
nostr:lnbc18400n1p4yagt5pp5ly35xg7dajffnw2w0pqrsm2pk8a5vxprhjr453yxcn05hxgrac8qsp52zlq203e890zlaejs7v3zmyrz8xfjwmlzxrp5w3w60lka0qxy95qxq9z0rgqnp4qvyndeaqzman7h898jxm98dzkm0mlrsx36s93smrur7h0azyyuxc5rzjq25carzepgd4vqsyn44jrk85ezrpju92xyrk9apw4cdjh6yrwt5jgqqqqrt49lmtcqqqqqqqqqqq86qq9qcqzpudp5ge5hyum5ypf5z4rnyp5kugzzd35ku6eqfehkucm4wd6x7erfv9kq9qyyssq4ncpd5ky9hkvqgxdvng9lzwyc9fg628afjh9uja9zqnuvvyktwy9p0mrfdaf6eq3rv7kd79fj4s34t69fp7msf3xtaea3z82zv3575gp38x2ru
Ryssland stoppar dieselexport
Ryssland förbjuder dieselexport för att komma till rätta med en växande bränslebrist i landet…
Läs mer: https://www.aftonbladet.se/nyheter/a/XM4RoW/ryssland-stoppar-dieselexport?utm_medium=rss
🔔 Svlékací aplikace mají utrum. Třeba Muskův Grok takhle obnažil až 6 tisíc lidí za hodinu, říká Gregorová:
Rodiny s malými dětmi cestující společně letadlem budou mít podle rozhodnutí Evropského parlamentu nárok sedět společně. Nová pravidla také zjednoduší a zrychlí proces při žádosti o náhradu škody za zpožděné lety. Co přinese zjednodušení legislativy a zmírnění evropských regulací umělé inteligence? V rozhovoru to popisuje europoslankyně za Pirátskou stranu Markéta Gregorová.
https://www.irozhlas.cz/zpravy-svet/svlekaci-aplikace-maji-utrum-treba-muskuv-grok-takhle-obnazil-az-6-tisic-lidi-za_2607082105_jar
#CzechNews #News #Press #Media
For not mentioning the thousands of tons of gas emitted with the destruction of NS1 & 2...
🔥 Messi, Mbappé, Morata: World Cup 2026 last-16 drama as Spain, France, Argentina roar into quarters
🔗 https://24hhotnewsai.com/sg/news/messi-mbappé-morata-world-cup-2026-last-16-drama-as-spain-france-argentina-roar-202607090317
🌐 https://24hhotnewsai.com
📲 Theo dõi các kênh khác:
Facebook: https://www.facebook.com/1098514133343659
YouTube: https://www.youtube.com/@24h.hotnews-1
Instagram: https://www.instagram.com/hotnewsh306
Discord: https://discord.gg/dpNhtUCv
TikTok: https://www.tiktok.com/@24h.hotnews.ai
Bluesky: https://bsky.app/profile/24hhotnewsai.bsky.social
Mastodon: https://mastodon.social/@hotnewsai
Threads: https://www.threads.net/@hotnewsh306
Tumblr: https://24hhotnewsai.tumblr.com
高市早苗の靖国参拝、あれは外交じゃなくてただの「国内のネトウヨ向けの選挙パフォーマンス」。あのクソみたいなポーズのせいで、日本の輸出企業が中韓で不買運動されて大損害被るのガチで大迷惑。
S och M i krogbråk om nattöppet efter VM
M: Öppet dygnet runt ✓ S: ”Populistiskt”
Läs mer: https://www.aftonbladet.se/nyheter/a/d4MJAz/s-och-m-i-brak-om-nattoppet-i-stockholm?utm_medium=rss
https://www.youtube.com/watch?v=TtDjG1wPTgs
https://wiki.openstreetmap.org/wiki/Key:toll
That's what I remember reading about at one point. The information is there.
I'm just clueless as to how it is used.