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California pension fund loses 71% of $468M clean energy bet. CalPERS blames old management.

October 30, 2025 9:00 am

CA state retirement fund lost 71% of $468M put in clean energy, won’t say how. CETF losses show “the combined dangers of private equity and ESG investment — you have a very opaque investment choice that appears to have been …

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Mystery trader strikes again with massive bond bet, $3.6M in TLT calls dumped seconds before market close

April 11, 2025 9:42 pm

Similar $TLT size trade happened not long ago where trader hit bighttps://t.co/ICMUnwehl1 — John Trades MBA (@JPATrades) April 11, 2025 Watched this live. Jam nailed it as always. 10% interest rates on the way? No one thinks it can happen. …

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If Wall Street still thinks China is a safe bet, they deserve to lose every penny.

February 15, 2025 9:29 pm

There is literally zero foreign investment into China right now. Just straight outflows for 24 months straight now. Nobody on earth trusts Xi with their money. And you shouldn’t. pic.twitter.com/i5tPJ8hJde — Spencer Hakimian (@SpencerHakimian) February 15, 2025

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Massive $2.8M bet on $MSTR with a 1,080 strike, currently trading at 350

January 15, 2025 10:58 am

Someone just bought $2.8M worth of $MSTR calls that have a 1,080 strike… It is trading at 350 right now pic.twitter.com/pnMxTYt5cE — Cheddar Flow (@CheddarFlow) January 14, 2025

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MicroStrategy is no longer a true business; it’s primarily a leveraged bet on Bitcoin. Soon, ETF investors will have to buy at least $2.1 billion worth of its shares.

December 10, 2024 7:26 pm

Why not add $GLD. Like $MSTR it is an asset holding entity. — Michael Lebowitz, CFA (@michaellebowitz) December 10, 2024 While MicroStrategy technically still conducts some data analytics business, it’s now such a small part of its operations that I …

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German food inflation … And I bet the numbers are underreported

May 31, 2023 10:58 amMarch 12, 2023 1:05 pm

by BoatSurfer600

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