Deep tech • AI • Software • Windsurfing 🌊 In war mode now ⚔️ Forces of light will prevail 🇮🇱
Israel
Joined August 2012
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🚨🚨🚨 🚑 🏥 💉
I’m not a psychiatrist, but this is starting to look concerning.
Apparently, this madness is no longer directed only at us. @EUatUN
Tel Aviv Stock Exchange be like:
Crisis? Nope, never heard of it 🤷🏻♂️
At least 42 countries worldwide have stock markets in BEAR MARKET territory.
🇵🇹 Portugal, PSI: −37.9%
🇸🇰Slovakia, SAX: −37.3%
🇹🇭 Thailand, SET: −20.9%
🇺🇦 Ukraine, PFTS: −64.5%
🇷🇺 Russia, MOEX: −42.6%
🇻🇳 Vietnam, HNX: −48.0%
🇹🇼 Taiwan, TAIEX: −20.5%
🇰🇪 Kenya, NSE 20: −33.3%
🇴🇲Oman, MSX 30: −40.2%
🇱🇧 Lebanon, BLOM: −40.6%
🇧🇷 Brazil, Ibovespa: −20.8%
🇱🇻 Latvia, OMX Riga: −31.5%
🇰🇭 Cambodia, CSX: −30.2%
🇷🇸 Serbia, BELEX15: −58.0%
🇯🇵 Japan, Nikkei 225: −21.1%
🇹🇷 Turkey, BIST 100: −25.6%
🇵🇭 Philippines, PSEi: −36.5%
🇧🇭 Bahrain, All Share: −37.5%
🇸🇦 Saudi Arabia, TASI: −51.9%
🇯🇲 Jamaica, JSE Main: −27.3%
🇶🇦 Qatar, QE General: −32.6%
🇱🇺 Luxembourg, LuxX: −30.0%
🇧🇩 Bangladesh, DSEX: −26.5%
🇵🇸 Palestine, Al-Quds: −48.5%
🇰🇷 South Korea, KOSPI: −46.1%
🇯🇴 Jordan, ASE General: −23.6%
🇨🇾 Cyprus, CSE General: −94.4%
🇲🇲 Myanmar, MYANPIX: −34.8%
🇲🇪 Montenegro, MONEX: −60.1%
🇭🇰 Hong Kong, Hang Seng: −26.9%
🇦🇷 Argentina, MSCI Merval: −28.7%
🇻🇪 Venezuela, Caracas IBC: −20.5%
🇬🇷 Greece, Athens General: −60.4%
🇲🇹 Malta, MSE Equity Price: −35.3%
🇨🇳 China, Shanghai Composite: −40.4%
🇮🇩 Indonesia, Jakarta Composite: −45.2%
🇮🇸 Iceland, OMX Iceland All-Share: −76.3%
🇫🇮 Finland, OMX Helsinki All-Share: −29.8%
🇩🇰 Denmark, OMX Copenhagen 20: −44.7%
🇧🇦 Bosnia and Herzegovina, SASX-10: −75.2%
🇧🇧 Barbados, BSE Composite: at least −34.5%
🇦🇪 UAE, Dubai Financial Market General: −28.8%
🇹🇹 Trinidad and Tobago, TTSE Composite: −34.5%
Absolutely wild.
Readers added context they thought people might want to know
Many of the listed declines are from all-time highs years/decades prior (e.g. Cyprus -94% from 2007), not recent peaks. No evidence supports at least 42 countries' main stock markets recently entering bear territory amid the tech selloff.
tradingeconomics.com/portugal/stock…
tradingeconomics.com/cyprus/stock-m…
tradingeconomics.com/japan/stock-ma…
cnbctv18.com/market/nikkei-…
bloomberg.com/news/articles/…
Michael Oz retweeted
This has gone very badly for JD Vance. This video explains just how badly. It’s insane: Despite his position and patronage opportunities, he seems to have no friends who matter; i.e., he is cooked.
After he posted this risible screed—not a “Mea Culpa” but an “Israel Culpa”—distorting Trump’s words from the day before and stabbing his boss in the front while echoing, just in more civilised language, the core arguments of his close friend Tucker Carlson, not one of the many hundreds of elected national Republicans came to his aid with a repost or a supportive comment.
They hate him. He has no base beyond the small clique of publicly unknown postliberal think tankers. The Vanceguard is just smoke and mirrors.
Of the 30,000 regular reposts, the most senior Republicans of any kind to support his post appear to be Vickie Paladino, a city councillor in Queens, and Walter Hudson, a Minnesota state representative.
His unprecedented attack by a VP on a sitting president might lead to historical events, so it’s important to preserve this kind of ephemera.
Why did he do this? Most likely Vance understood that he was about to get thrown under the bus and decided he had nothing to lose. It always seemed likely Vance and his allies would get scapegoated by Trump for a defeat, and that became much more likely when the scale of the collapse became clear, and as it was also clear that Vance’s allies had betrayed Trump in ultra-damaging ways, most of all his mentor, Tucker, with his 100-million-view nuke post.
So here, for posterity, is the full list of the accounts with over 10,000 followers who RTed his attack on his boss and his own administration.
One of the things the data analysts on our side obsessed over was "composition"—whether the electorate looked close enough to 2024 for Republicans to win. And despite polls that showed a Democrat blowout, the data kept on telling us the same story: in some states turnout was merely OK, in other states it was downright amazing, and in no state was it catastrophic. There was a genuine sense of optimism on our team: our people were showing up.
So, I asked the smartest data guy I know, does that mean we're going to shock the world? "No," he told me. "We might do better than the polls suggest. But the data is telling us that a lot of Trump/Vance 2024 voters are pissed and planning to vote for the other guys. Our voters are turning out, but they may not vote for us."
Well, that looks prophetic now. Our voters did show up. In Florida, for example, the electorate was 9 points more Republican than Democrat, just a couple points worse than 2024. Undoubtedly there were places we could have done better on turnout. But the main problem is not turnout. The main problem is that many people who voted for Trump/Vance in 2024 voted for Democrats in 2026.
There will be a lot of infighting and arguing over what happened and why that is. One of the pollsters I really respect told me that our economic messaging wasn’t sharp enough down the stretch. I’m sure that’s true.
But the real reason we lost is obvious to almost everyone.
Another pollster—one of the smartest people I know in politics, told me yesterday we’d lose the generic ballot by 13 points. I felt negative going into Tuesday, but even I was shocked by this. In his polling, he saw that a lot of Trump 2024 voters were angry and planning to vote for Democrats. He asked those voters who had abandoned us what would cause them to come back on our team. The top four answers, accounting for nearly all of the responses were:
1) End the war
2) Focus on cost of living/inflation
3) Put America First
4) Change our relationship to Israel
Our voters showed up. And the above four reasons are why many of them voted for Democrats. This is according to a pollster who nailed the results. While many spent Monday attacking Rachel Campos Duffy for calling for a diplomatic resolution to the conflict, it turns out her political advice was sound. (She’s also a great person.)
In the next few months, there's going to be a lot of gaslighting. Expect to hear any number of establishment politicians say the solution to our woes is amnesty. I'm open to the idea that we should change enforcement—by focusing more on businesses that hire illegal labor, for instance. But anyone pushing amnesty is lying to you.
The reason we lost is the war. The president himself said so last night.
If you'd like to argue it was worth it, that losing the Senate for the next 6 years was worth it, then do so. Argue it was a worthwhile cost to pay. Agree or disagree, that's at least honest.
But everyone knows why we lost. And any honest conversation about where we go from here must start there.
I remain hopeful about our country. To the people who are pissed off and want to say, “I told you so”: you’re right, you did tell us so. Take that energy into electing Republicans who share your worldview. To the people who are just pissed at the results, you should be. Let’s take that anger and get back to the work of saving our country.
Yesterday we had a power grid failure in our town in central Israel - a pretty serious accident with the main power line.
As a result of the electricity surge, the fiber optic internet router in our apartment building died.
Here's the punchline: both issues (handled by two independent companies) were fixed in about 20 minutes. By the time people started calling them, the technicians were already on the premises fixing things.
Speechless. I remember the times when things like that could take days.
The "refrigeration and freezer management system" in our local supermarket is called Yossi and I can assure you he's not connected to Internet in any way 🇮🇱 💪🏻
🚨🇮🇱 Israel issues cyber warning to supermarket chains following attacks in Europe
Israel’s National Cyber Directorate is urging supermarket chains, food companies and logistics centers to immediately secure their refrigeration and freezer systems against cyberattacks.
The warning follows an unusual wave of attacks in Europe in which hackers remotely accessed supermarket temperature-control systems, altered cooling settings and triggered defrost cycles, causing large quantities of food to spoil.
The attacks reportedly caused significant financial losses, operational disruptions and, in some cases, equipment damage and fires.
Israel’s Cyber Directorate is urging companies to:
• Ensure control systems are not directly exposed to the internet.
• Replace default passwords and update outdated systems.
• Secure remote access with multi-factor authentication.
• Install independent alerts for unusual temperature changes.
Companies have also been asked to report their security checks and any suspicious activity to Israel’s National Cyber Directorate hotline.
Michael Oz retweeted
🚨 BREAKING | A source who attended today’s closed-door talks in Qatar between Iranian and Qatari representatives told me: “Nothing is moving. Iran hasn’t budged an inch. The Iranian delegation now in Qatar is made up of people who can’t even decide what they’re allowed to eat. So they’re going to decide on a deal with the U.S.? Both sides know where this is going. The only question is when Trump decides, and how. Everything else is already settled.”
According to the source, Iran is showing some flexibility over the Strait of Hormuz, but is making far-reaching demands even there.
Michael Oz retweeted
If you're Frankenstein, I have the easiest Halloween costume for you, coat your face with a half pint of cooking oil and just start denouncing Israel to everyone you see. Voila, you're Cenk.
If you're black, I have the easiest Halloween costume for you. Wrap an Israeli flag around you, and just start calling everyone you see an antisemite. Voila, you're @VanJones68.
Even Russia's disorganized and decrepit SHORAD and EW needed only about a week to completely decimate Ukraine's Bayraktar fleet at the start of the invasion.
Israel's submarines will be fine, don't worry.
🇹🇷🇮🇱 BREAKING: Turkey’s Bayraktar TB3 could pose a new challenge to Israel’s submarine fleet, according to Israeli outlet i24NEWS.
With more than 24 hours of endurance, the TB3 can deploy acoustic sonobuoys and process incoming data in real time to support submarine detection.
Turkey is combining long endurance drones, low cost sensors and naval warfare capabilities to challenge even some of the region’s most strategically protected assets.
Michael Oz retweeted
It will take time, maybe a long time, to understand what’s happening. But one thing is already clear: Benjamin Netanyahu will remain prime minister for the foreseeable future. He could do it at the head of a unity government, by peeling off parties or candidates from the other side, or as caretaker through another election. Even if the next round ends more or less where this one did, there’s no way to move him.
So the picture is clarifying, and Netanyahu holds the stronger hand. The other side’s only card is the threat of a minority government, and it worries Likud a great deal. Not because the chances are high. But just because you’re paranoid doesn’t mean they’re not after you.
I think the odds of a minority government right now are close to zero. At Yashar’s faction meeting today, at least four of its members made clear they don’t support such a government and couldn’t live with it even briefly. It would need Ra’am’s active support and the Joint List’s abstention, Balad’s anti-Zionist faction included, and for them that’s unacceptable.
What the opposition still has is a stick: replacing the Knesset speaker and trying to push legislation through. That’s the dilemma. If they’re headed to another election anyway, they can tell voters: we replaced the speaker, we passed a law for a state commission of inquiry, and we stopped the government from weakening the attorney general. But electing a new speaker is a permanent, irreversible move. Once they make it, this option is effectively dead.
