This cycle is quite similar to the 2000-2002 TMT bust...

Lots of sharp bear market rallies, tech underperformance and similar to the TMT bust, very high odds that recession will land about a year after the start of the bear market in stocks.

Earnings declines are not priced in!

According to @RadioZET_NEWS PKN Orlen (major Polish oil refiner and petrol retailer) is considering entering F1 as a fuel sponsor (supplier) and personal sponsor of Robert Kubica. #F1

Yesterday Kubica was at Orlen's headquarters and met with Polish Prime Minister. #F1

I present to you all, my (possibly) superthread On how and why the Unknown God from Genshin Impact, and The Herrscher of Void/God Kiana/Sirin from Honkai Impact!

First off! We’ll start with the obvious things that constitute a possible connection.

They share the same Japanese Voice actress! Rie Kugimiya.
Usually this is a stretch reason, but considering everything else, it’s not unlikely that it’s the same character.

Secondly, their Appearances.
The both have very long white hair with identical bang style, and a very noticeable small piece of hair on top that curls upwards. That’s a defining part Of all of Kiana’s hairstyles, and for it to be shared with this god says something.

Another notable thing is their eyes. They both have Glowing golden eyes with very similar appearances. They contain a ring, and a 4-point star pupil. Resemblant of a scope if you will. That’s The Herrscher of Void’s defining characteristic

If you’d even like to take a look at their outfits, there’s resemblances including the black fur collar, the designs on the torso and chest, and the use of something similar to coat tails/skirt. The Herrscher can change their outfit and they aren’t stuck with one. Sirin does this

(MAJOR NOTE) The reason Manafort took over Trump's campaign in just 3 weeks despite being hired as a mere delegate counter is that ROGER STONE initiated a whisper campaign against Corey Lewandowski. That campaign started...days after Manafort returned from meeting with WikiLeaks.

2/ Stone and Manafort are longtime business partners; we'd expect Manafort to tell Stone what Assange told him, and for him to expect Stone to then pressure the campaign not only to hire him but quickly elevate him.

And who was Stone in touch with at the campaign? Trump himself.

3/ I bet you Manafort's late March emails are very interesting and that some of them are to/from his longtime business associate Roger Stone. And I bet Roger Stone's late March phone calls are very interesting and that some of them are to/from his longtime friend Donald Trump.

4/ At the end of March 2016, Trump suddenly convenes a NatSec meeting. At that meeting he directs his NatSec team to change the RNC platform in July to benefit Putin. Who later takes credit for that change?

Paul Manafort's business associate, Kremlin agent Konstantin Kilimnick.

5/ Why did Donald Trump suddenly convene a NatSec meeting 3 days after he finally hired Manafort? Why did he issue a pro-Kremlin directive at that meeting that Manafort's camp would later take credit for? What did Manafort tell Trump in the days leading up to that NatSec meeting?

I'm going to attempt to chronologically list all of the Marvel characters Stan Lee had a hand in creating. Working with his genius collaborators, Stan and his team produced an insane amount of iconic characters in a roughy ten year period. (Thread)

With his younger brother, writer Larry Lieber, and Jack "the King" Kirby:

Groot

Tales to Astonish #13 (November, 1960)

With writer Lieber, and artist Kirby:

Fin Fang Foom

Strange Tales #89 (October, 1961)

With the King, Stan gives birth to the Marvel Universe:

The Fantastic Four

Fantastic Four #1 (November, 1961)

With Jack Kirby:

Mister Fantastic

Fantastic Four #1 (November, 1961)

@ChenHuailun here. I'm adding a supplementary thread before today's scheduled one to expand on the origins and early history of the Church of the East (aka the Nestorian Church) ~ahc #jingjiao 1/

The Church of the East traces its origins to the christological position of the School of Antioch, which held that the human and divine and human essences (ουσία) of Christ were united in a single prosopon (πρόσωπον). ~ahc #jingjiao 2/

This ran against the position of the School of Alexandria, which held that the two essences of Christ were united in a single hypostasis (ὑπόστασις). In general terms, hypostasis is more inherent than prosopon. ~ahc #jingjiao 3/

One implication of the Antiochene rejection of the hypostatic union is that Mary could not accurately be called the Theotokos, or God-bearer. Instead, she is the Christotokos, the Christ-bearer. ~ahc #jingjiao 4/

These Christological debates were further complicated by Syriac terms such as 'kyana' (ܟܝܢܐ), associated with 'ousia' but later translated to 'hypostasis' by Syrian Orthodox; and 'qnoma ' (ܩܢܘܡܐ), sometimes contentiously translated as 'hypostasis' or 'person.' ~ahc #jingjiao 5/