I'm far from the only person to note this, but maybe if they wanted broad social acceptance of AI, they shouldn't have led with "it will eliminate all your jobs & might also wipe out humanity."

I don’t know how many Hokies follow me, but my thoughts are with you today. It was unimaginable what many of us experienced. Trying to make sense of the senselessness.

The response from you, and others, coming to help our community brought so much light after the darkest day.

#neVerforgeT

Screenshot of mobile bsky not loading

Screenshot of Lord of the Rings. The main character says "All right, then. Keep your secrets."

Whhhaaaatt I'm right in the center here.

Shooting completely in the dark here but maaayyybe how they provide liquidity. Not by cc issuance but something else?

Left exit 12 meme showing flatbed taking the exit vs staying with normal seasonality.

SONAR Tender Rejection, Volume, and Rate data.

My goodness does the Flatbed market keep humming. I still think we're on the leeward side of rejections for the year, but this post Easter reversal is not to be ignored.

Van and Reefer are meandering only to the high side of the historical bands, not well above like this mode.

It's socially-accepted voyeurism

There are people who waste precious mental energy on this shit. It feels almost obscene to waste the gift of sapience so.

I think a lot about what @weisenthal.bsky.social has said about oral vs written culture. About our brief phase with writing as we ebb back into a more oral tradition with social media and the internet.

Which makes more sense as to why posters smell BS while others hear authority through epithets.

Tl;dr the generals are not coming to save us and it’s not even clear they should be anyway. The problem is us for electing bad politicians.

The grifters are using fake Musk X posts to sell crypto now. Incredible.

It looks like the thesis that demand has been building is finally catching up in bank data.

You have to remember, they’re processing tenders weeks behind the day it was even delivered, not just sent. They are great corroborators. Not leading indicators.

This is defunding the police

This is a play Trump has run for decades. If someone has a valid criticism or conflict with him he will personally insult them and the story becomes a two-sided "feud" or "quarrel" rather than "authority figure levies valid criticism of Trump"

Trump AI Jesus style image, but it's of a Canadian used car dealer touching a Honda Civic, and the caption reads, "doctor of pre owned inventory. Our clients tell us we make miracles happen"

absolutely incredible work from this canadian used car dealer advertising to me on insta

To be fair I can include many others, so yes, institutional. It’s almost like they’re so paralyzed by trying to appear ethical or nonpartisan that they give things moral equivalence to stay above board.

Remember KodakCoin?

I can’t get over how repeatedly the NYT will see the equivalent of someone holding gold in one hand, dog shit in the other, and come to the conclusion what we really value is up for debate.

Am I overthinking it? Maybe it’s hard to accept people would just eviscerate all credibility and goodwill for like a Rolex.

Let’s not forget to act like these types of arguments are balanced and worth considering who said something over what substance was within.

bsky.app/profile/ajba...

lol of course.

bsky.app/profile/becc...

Let’s go with Russia owns everyone. All compromised. It can’t be money or power that keeps anyone in check right? The grifting is so open you can just do the cash grab.

Stooges appointed everywhere in positions of power.

It has to come down to blackmail.

So what do you do for fun?

I’m a builder

Oouoo, what do you make?

Charts…

Here's what makes 2026 different.

The consumer entered this shock with sentiment/oil near its lowest since 2008.

No cushion. The tide was already high before the next rogue wave hit.

We're in month 2 of a 6 month runway.

This cascade will recur w/ every physical shock. Unless the production coefficients change.
Renewables break the transmission chain.

Every electrified truck, every gigawatt of renewable baseload is one less input that reprices when Gulf supply drops.

Transitioning countries are seeing 1st hand.

The open ?

Does demand destruction arrive before full transmission?

2008: yes — the GFC cut it short.

2021: no — stimulus held demand long enough for the full chain to reprice.

2026: the ceasefire is the GFC analog. But the physical shortage pocket is already in the pipeline. We may get both.

A view of the current situation with the front end spike in oil prices. Most are coming from negative positions which also underscores impact.

March '26: crude just flipped positive again after months negative. The clock restarted Feb 28.

Plastics: still negative. Packaging: flat. Food: barely moving.

Based on prior lag structures — plastics peaks Jun–Jul, packaging Aug–Sep, food Q4 at earliest.

A ceasefire today doesn't change these.

A view of price transmission across the pandemic window following the path we've described.

In 2021 crude ran more than 2x the 2008 peak at 260% YoY.

Plastics followed 3 months later. Packaging 6 months.
Fertilizer didn't peak until 17 months after crude.
Duration amplified what intensity alone couldn't. Food got there eventually.

Price changes over the GFC shock period in '08

2008: crude spiked hard. Plastics followed ~2 months later. Packaging ~4 months.

Then demand destruction hit and cut the cascade short before it fully transmitted downstream. This is why fears of spirals get snuffed out.

The shock was intense but brief. Food barely moved.

PPI prices indexed to 1980 to show headline fuel prices followed by downstream components.

Prior shocks show the pattern clearly.

The GFC and pandemic both followed similar lag structures, just differing by duration and intensity.