Offshore
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Investing visuals
If you want exposure to semis but don’t want to pick individual stocks, $SMH is worth a look.
It’s one of the best-performing ETFs, up 287% over the past 5 years. https://t.co/yywN9fGDXr
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If you want exposure to semis but don’t want to pick individual stocks, $SMH is worth a look.
It’s one of the best-performing ETFs, up 287% over the past 5 years. https://t.co/yywN9fGDXr
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Roper Technologies, a top holding of Chuck Akre (8% allocation as of Q2 25’ 13F), now trades near its lowest valuation in 5 years
The last time $ROP traded for 23x & a 4.9% FCF Yield was during the extended 2022 bear market https://t.co/RuoLet1wdK
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RT @DimitryNakhla: Roper Technologies, a top holding of Chuck Akre (8% allocation as of Q2 25’ 13F), now trades near its lowest valuation in 5 years
The last time $ROP traded for 23x & a 4.9% FCF Yield was during the extended 2022 bear market https://t.co/RuoLet1wdK
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Offshore
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Emily
Google Gemini 2.5 Nano banana
I love complex prompt design, it can't even fit in one post 😬
{
"photorealistic_indoor_reclining_portrait",
"style": "Natural editorial portrait; lifelike texture; minimal, tasteful retouching.",
"output": { "aspect_ratio": "9:16", "resolution_px": [1440, 2560], "color_profile": "sRGB" },
"subject": {
"category": "human",
"gender_presentation": "female",
"ethnicity": "East Asian",
"age_bracket": "young_adult",
"body": {
"build": "slim with realistic proportions",
"bust": "fuller bust (natural C–D cup), proportional to frame; gentle natural slope, supportive shaping—no extreme push-up",
"skin_tone": "light neutral with natural variation"
},
"pose": {
"orientation": "reclining on back, relaxed",
"right_arm": "raised above head, fingers lightly touching hairline",
"left_arm": "bent across torso, hand resting on midriff",
"head": "slightly tilted toward camera left"
},
"face": {
"shape": "oval with mild asymmetry and natural cheek volume",
"expression": "soft and open",
"gaze": "direct to camera"
},
"eyes": {
"description": "natural-size, lively but realistic",
"color": "neutral gray-blue (low saturation)",
"size_ratio": { "iris_fraction_of_visible_eye": 0.29, "pupil_fraction_of_iris": 0.27 },
"details": {
"limbal_ring_strength": 0.08,
"sclera_brightness_Lstar": 78,
"sclera_texture": "fine veins and faint tear meniscus on lower lid",
"catchlights": "two soft rectangular window reflections about 10% of iris width",
"specular_quality": "satin (no glassy glare)",
"iris_texture": "visible stromal fibers and subtle color noise"
}
},
"makeup": "sheer base preserving pores; soft peach blush; brown mascara/liner; taupe eyeshadow; hydrated nude lips",
"hair": { "length": "long", "style": "half-up with bun, slight wave; a few flyaways visible", "color": "natural black" },
"wardrobe": {
"outfit": "blue top with Gucci shorts",
"top": "powder-blue cropped bustier with sweetheart neckline and structured cups; off-shoulder or slim straps; tasteful cleavage; opaque lined fabric; subtle corset seams; cropped length reveals a sliver of midriff",
"bottom": "Gucci blue GG-monogram denim shorts (small-scale jacquard, navy/indigo on blue; correct 'GG' orientation; no extra text)",
"accessories": {
"jewelry": "thin black velvet choker with tiny pendant, small stud earrings, simple rings",
"wrists": "white fabric scrunchie on right; delicate bracelets on left"
}
}
},
"environment": {
"location": "bedroom",
"set": "plush bed with slightly wrinkled off-white linens and pillows",
"background_props": "upper right: dark round tray with small white ceramic tea set on textured brown surface"
},
"lighting": {
"scheme": "window key + sheet bounce",
"source": "large window through sheer curtains (or 120 cm softbox with double diffusion)",
"quality": "very soft with defined direction",
"direction": "45° from camera right and slightly top; white bedding as fill about 1.5 stops under key",
"temperature": "5200K",
"effect": "gentle modeling with soft nose/lip shadow; crisp but soft eye catchlights; no bloom"
},
"camera": {
"sensor": "full-frame",
"lens": { "focal_length_mm": 85 },
"distance_m": 1.8,
"exposure": {
"aperture_f": 3.2,
"iso": 200,
"shutter_s": 0.005,
"metering": "spot on cheekbone; ETTR then -0.3 EV to protect highlights on fabric"
},
"focus": {
"target": "near eye",
"depth_of_field": "moderate (eyes and bust plane in focus; bedding softly blurred)"
},
"framing": {
"orientation": "vertical",
"angle": "overhead with slight tilt toward face; avoid wide-angle distortion", tweet
Google Gemini 2.5 Nano banana
I love complex prompt design, it can't even fit in one post 😬
{
"photorealistic_indoor_reclining_portrait",
"style": "Natural editorial portrait; lifelike texture; minimal, tasteful retouching.",
"output": { "aspect_ratio": "9:16", "resolution_px": [1440, 2560], "color_profile": "sRGB" },
"subject": {
"category": "human",
"gender_presentation": "female",
"ethnicity": "East Asian",
"age_bracket": "young_adult",
"body": {
"build": "slim with realistic proportions",
"bust": "fuller bust (natural C–D cup), proportional to frame; gentle natural slope, supportive shaping—no extreme push-up",
"skin_tone": "light neutral with natural variation"
},
"pose": {
"orientation": "reclining on back, relaxed",
"right_arm": "raised above head, fingers lightly touching hairline",
"left_arm": "bent across torso, hand resting on midriff",
"head": "slightly tilted toward camera left"
},
"face": {
"shape": "oval with mild asymmetry and natural cheek volume",
"expression": "soft and open",
"gaze": "direct to camera"
},
"eyes": {
"description": "natural-size, lively but realistic",
"color": "neutral gray-blue (low saturation)",
"size_ratio": { "iris_fraction_of_visible_eye": 0.29, "pupil_fraction_of_iris": 0.27 },
"details": {
"limbal_ring_strength": 0.08,
"sclera_brightness_Lstar": 78,
"sclera_texture": "fine veins and faint tear meniscus on lower lid",
"catchlights": "two soft rectangular window reflections about 10% of iris width",
"specular_quality": "satin (no glassy glare)",
"iris_texture": "visible stromal fibers and subtle color noise"
}
},
"makeup": "sheer base preserving pores; soft peach blush; brown mascara/liner; taupe eyeshadow; hydrated nude lips",
"hair": { "length": "long", "style": "half-up with bun, slight wave; a few flyaways visible", "color": "natural black" },
"wardrobe": {
"outfit": "blue top with Gucci shorts",
"top": "powder-blue cropped bustier with sweetheart neckline and structured cups; off-shoulder or slim straps; tasteful cleavage; opaque lined fabric; subtle corset seams; cropped length reveals a sliver of midriff",
"bottom": "Gucci blue GG-monogram denim shorts (small-scale jacquard, navy/indigo on blue; correct 'GG' orientation; no extra text)",
"accessories": {
"jewelry": "thin black velvet choker with tiny pendant, small stud earrings, simple rings",
"wrists": "white fabric scrunchie on right; delicate bracelets on left"
}
}
},
"environment": {
"location": "bedroom",
"set": "plush bed with slightly wrinkled off-white linens and pillows",
"background_props": "upper right: dark round tray with small white ceramic tea set on textured brown surface"
},
"lighting": {
"scheme": "window key + sheet bounce",
"source": "large window through sheer curtains (or 120 cm softbox with double diffusion)",
"quality": "very soft with defined direction",
"direction": "45° from camera right and slightly top; white bedding as fill about 1.5 stops under key",
"temperature": "5200K",
"effect": "gentle modeling with soft nose/lip shadow; crisp but soft eye catchlights; no bloom"
},
"camera": {
"sensor": "full-frame",
"lens": { "focal_length_mm": 85 },
"distance_m": 1.8,
"exposure": {
"aperture_f": 3.2,
"iso": 200,
"shutter_s": 0.005,
"metering": "spot on cheekbone; ETTR then -0.3 EV to protect highlights on fabric"
},
"focus": {
"target": "near eye",
"depth_of_field": "moderate (eyes and bust plane in focus; bedding softly blurred)"
},
"framing": {
"orientation": "vertical",
"angle": "overhead with slight tilt toward face; avoid wide-angle distortion", tweet
Offshore
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Capital Employed
Global valuations update courtesy of The Idea Farm.
Many South American countries looking cheap. The US and India still looking expensive. https://t.co/timevisEKP
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Global valuations update courtesy of The Idea Farm.
Many South American countries looking cheap. The US and India still looking expensive. https://t.co/timevisEKP
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Offshore
Photo
Umesh
Midjourney is a creative enhancer!
No matter what people say or critique about Midjourney, there is no denying it's a unique image model unlike any other.
This is not to say one must use only Midjourney, but rather that it’s so distinct and ahead of the curve (adding a ‘creative’ flavor to its generations) unlike other models that try to stay strictly true to the prompt (for business purposes, obviously).
Prompt : Unknown trying to identify itself --chaos 70 --ar 16:9 --stylize 700
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Midjourney is a creative enhancer!
No matter what people say or critique about Midjourney, there is no denying it's a unique image model unlike any other.
This is not to say one must use only Midjourney, but rather that it’s so distinct and ahead of the curve (adding a ‘creative’ flavor to its generations) unlike other models that try to stay strictly true to the prompt (for business purposes, obviously).
Prompt : Unknown trying to identify itself --chaos 70 --ar 16:9 --stylize 700
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