E.S.
@SCAPHA11
“pretium divinum soli est notum” ......i've been around , trading, since 1989, last stop…. family office… multi billion... less conservative than others
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I like ……
$SPY $SPX $ES - My 2026 eoy roadmap/prediction. January starts out choppy (Vol up + Mrkt Up) but mostly we spin our wheels into Feb. With lows tested we grind up to a new ATH into May - where you sell and go away into a 14%ish drawdown - and all da bears come out calling for the…
run faster ……..
Blackrock's Rick Rieder now in the lead to be the next Fed chair, says Polymarket. What Rieder told me several months ago about ballooning US debt: "So the cost of our debt just keeps going up, and the size of it keeps going up. It's not tenable,'s not sustainable. I think…
Goldman on QRA. Interesting note on November.
𝚠𝚒𝚝𝚑 𝚊𝚒, 𝚝𝚑𝚎 𝚞𝚝𝚒𝚕𝚒𝚝𝚢 𝚏𝚞𝚗𝚌𝚝𝚒𝚘𝚗 𝚘𝚏 𝚝𝚑𝚎 𝚕𝚎𝚏𝚝 𝚋𝚛𝚊𝚒𝚗 𝚒𝚜 𝚛𝚊𝚙𝚒𝚍𝚕𝚢 𝚊𝚙𝚙𝚛𝚘𝚊𝚌𝚑𝚒𝚗𝚐 𝚣𝚎𝚛𝚘. 𝚊𝚒 𝚒𝚜 𝚟𝚎𝚛𝚢 𝚏𝚊𝚛 𝚊𝚠𝚊𝚢 𝚏𝚛𝚘𝚖 𝚎𝚡𝚌𝚎𝚕𝚕𝚒𝚗𝚐 𝚊𝚝 𝚌𝚛𝚎𝚊𝚝𝚒𝚟𝚒𝚝𝚢. t𝚑𝚒𝚜 𝚒𝚜 𝚊 𝚐𝚛𝚎𝚊𝚝 𝚝𝚒𝚖𝚎 𝚝𝚘 𝚋𝚎…
They sit out Trump before acting
Yun Sun, Director of the China Program at @StimsonCenter , writes it is increasingly convincing that a Chinese invasion of Taiwan will happen and could even be imminent in 2026. A must read. foreignaffairs.com/china/perfect-…
LIVE: from the World Economic Forum • EN DIRECT : au Forum économique mondial x.com/i/broadcasts/1…
Hahhaha , coupon ?
This would seem a lot more compelling if Mike could sell compute for a profit.
CoreWeave $CRWV CEO Michael Intrator, on the @BigTechPod, providing what I believe is the most compelling rebuttal to the narrative that GPUs only have a 2 to 3-year useful life. CoreWeave's customers are the world's most sophisticated users of GPUs, and they are signing…
Denmark sent thousands of troops to Afghanistan after Al Qaeda attacked the U.S. on 9/11. By several accounts Danish forces suffered the highest per-capita fatality rate of any coalition country.
As Denmark warns that American military action to take Greenland would collapse NATO, Trump says "I DOUBT NATO WOULD BE THERE FOR US IF WE REALLY NEEDED THEM." The only time the alliance has invoked its mutual-defense provision was to support the US after 9-11.
United States Trends
- 1. Giannis N/A
- 2. Nicki N/A
- 3. Schwartz N/A
- 4. Monken N/A
- 5. Browns N/A
- 6. #OlandriaxRobertWun N/A
- 7. Bucks N/A
- 8. Apple cider vinegar N/A
- 9. Fulton County N/A
- 10. Rubio N/A
- 11. Ms. Shirley N/A
- 12. Milwaukee N/A
- 13. Trump Accounts N/A
- 14. Omar N/A
- 15. Rand Paul N/A
- 16. #dressdanandphil N/A
- 17. Streets of Minneapolis N/A
- 18. Staged N/A
- 19. Patrick Reed N/A
- 20. #PresidentialBarbie N/A
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