Member Info for nomlungu

Another story on Private Credit woes... another big bubble waiting to pop

https://www.nytimes.com/2026/03/03/business/private-credit-crisis-blue-owl-capital.html?unlocked_article_code=1.Q1A.CSvN.jDhbSXoe7KiJ

I am impressed: The Company has therefore raised in total approximately US$8.4 million by way of subscription at approximately a 33% premium to the mid-market price at close on 5 March 2026. A total of 629,991,138 new Ordinary Shares are to be issued under the VFEX Subscription and the UK Subscription.

Quilbot - a free tool for users of ChatGPT. It can rewrite the prompt you type to get a better answer. It changed 'tell me about swuare circles' into:

Please provide a clear, thoughtful explanation about the concept of “square circles.” Begin by addressing why the idea of a square circle is logically impossible or contradictory from a mathematical and geometric perspective. Then, explore the concept more broadly as a paradox or a useful example in philosophy or logic to illustrate impossibility or contradiction. Use clear, natural language that would be easy for a general audience to understand. Write in a concise but engaging style, including examples or analogies where helpful to clarify the idea.

https://quillbot.com/

"blimey trump....wot ya done"

He stopped folks talking about the Epstein files... and now has an excuse for not fixing the cost of living.

Scared Ketchup has been demonetised and released from YouTube jail... he is back and this will make Troajan smile:

https://youtu.be/7iy4rGQB1G8?t=475

HE1 - 600 trades by 08h10.

IMPORTANT - not a Cult! Repeat 5 times whilst rubbing your belly with crossed fingers pointed downwards.

#notacult

The Kurds are on the March

https://www.theatlantic.com/international/2026/03/invasion-iran-israel-us-iraq/686231/

Whats Going on with Shipping: Strait of Hormuz & Persian Gulf Update | March 4, 2026 | US Sub Sinks Iranian Ship | Russian LNG Hit

https://www.youtube.com/watch?v=ruOkuy3Tqv0

The Iran War: Interceptors and a Costly Mistake || Peter Zeihan

https://www.youtube.com/watch?v=eaiVWS0p5jU

The voice of reason... interceptors run out = Shaheed drones can target at will = no more oil or gas from the Gulf.

Noah Smith has a guest writer on his Substack today: Japan can be America's arsenal

https://www.noahpinion.blog/p/japan-can-be-americas-arsenal

Well written / researched; worth a read.

“This is not a war, this is a conflict now,”

https://www.rawstory.com/raw-investigates/trump-iran-2675552828/

The Constitution and the War Powers Act of 1973 say Congress, not the president, has the power to declare war. On Wednesday, Senate Democrats were due to force a vote on a war powers resolution. Many Republicans say that’s unnecessary.

They are letting the 🍊 💩 act like he is a [mad] King.

Helium - not me; it seems to be an AIM bubble and I stay well away when my instinct says beware. Private punters paying way over placing prices is a big 🚩 to me.

But Helium is...

HEX - not a Cult!

The buy is also a sign that he is not in possession of inside information... so it might be safe to assume that there is no company making deal about to be announced. You know, one of those deals that brings in funds that means that a placing is not required.

"The 1m shares bought yesterday aren’t the real signal — it’s the 58.7m accumulated beforehand that shows the true direction of travel."

Yeah, well spotted. The CEO has averaged down after the share price has dropped 85% since he took over.

Non-commissioned officers (NCO) who attended a briefing Monday told the MRFF that a combat-unit commander “urged us to tell our troops that this was ‘all part of God’s divine plan’ and he specifically referenced numerous citations out of the Book of Revelation referring to Armageddon and the imminent return of Jesus Christ.”

The commander also argued that Trump “anointed by Jesus to light the signal fire in Iran to cause Armageddon and mark his return to Earth" and that the Iran war is part of God's plan, the NCO claimed.

The remarks were submitted in more than 110 complaints about commanders across all military branches, including more than 40 units across 30 military installations, the MFRR told Larsen.

https://www.themirror.com/news/world-news/commanders-tell-troops-trump-anointed-1715791?1=

Parkinson's Disease paper highlighted by Eric Topol: 'The Parkinson’s pandemic: prioritizing environmental policy and biological resilience via the gut'

https://www.jci.org/articles/view/205275

The poisons partially to blame for Parkinson's Disease are getting into your brain through your gut; eat a diet higher in fibre, berries, skyr and other fermented foods.

Ominous writing: "“We’re in a very precarious period,” said Kenneth S. Rogoff, a former chief economist at the International Monetary Fund and a professor at Harvard.

A chess grandmaster and a student of history, Mr. Rogoff was skeptical of the consensus that the conflict will be short-lived. He cited the assassination of the presumptive heir to the throne of the Austro-Hungarian Empire more than a century ago — an episode that set off a global conflagration.

“It’s a little bit like asking, when the Archduke Ferdinand got killed, what the macroeconomic consequences would be, and having no idea what was next,” Mr. Rogoff said. “When World War I started, everyone thought it would end in a month.”

https://www.nytimes.com/2026/03/03/business/us-iran-israel-economic-fallout.html?unlocked_article_code=1.QVA.i3wj.yS9lzFpQveIk

Wigan on a Sat night from a vloggers point of view

https://www.youtube.com/watch?v=Qn8shm0aJSw

Dear markets, what did you expect?

https://www.youtube.com/watch?v=55pkD1lBeHM

Paul Krugman... wise economist.