Independent thinking for complex markets and current events
To make matters worse, tax complications on the dividend add extra strain due to MSTR’s lack of sufficient operating profits. This is a costly bump in the road for Saylor’s strategy. MSTR’s leverage train hits a bump. Their $100 8% strike pref offering was priced at $80. After apparently tapping out the zero coupon converts …
The strategy has existed since at least 2018, when the former Trump administration strategist Stephen K. Bannon boasted of the ability to overwhelm Democrats and any media opposition through a determined effort to “flood the zone” with initiatives. This time, the flood is bigger, wider and more brutally efficient. As President Trump begins his second …
MSTR has slowed down their bitcoin purchases.. and bitcoin is down… and their stock is down. 🤔 It’s almost like these things are correlated in some way… I wonder if folks will keep lending them billions to buy bitcoin if this continues. https://t.co/FKAco4hglh pic.twitter.com/duimjODWAw — @jason (@Jason) December 30, 2024 Tether depeg now down to …
MSTR’s latest BTC buy shows Saylor’s strategy relies on 2 things: “numbers go up” and exciting the less sophisticated herd. MSTR issued $561mm of stock between Dec 16-22. And bought $561mm of BTC at $106,662 – and he’s already lost 10% on that latest BTC buy over the weekend.… pic.twitter.com/QHdcjlzcW1 — Novacula Occami (@OccamiCrypto) December …
FT article: https://archive.is/siA0a Microsoft acquires twice as many Nvidia AI chips as tech rivals. OpenAI’s biggest backer buys nearly half a million GPUs this year in global race to build artificial intelligence systems. From the article it seems like msft is only at the beggining of the long journey to build AI chips. google has one, …
There will only be 21 million bitcoins to ever exist. 19.8 million bitcoins have been mined. Controlled by math. — CZ 🔶 BNB (@cz_binance) December 10, 2024 You think this chart is bad? That 1% own 27% of all the assets. If this chart were BTC, 2% would own 92% of all the BTC. "money …
2/7The FT continues: "Beijing has long fought against the “Japanification” of its economy, and has made huge investments in its high-tech, green and electric vehicle sectors with the goal of boosting long-term growth." What isn't said is that this was also Japan's strategy. — Michael Pettis (@michaelxpettis) November 29, 2024 4/7At the time Japan dominated …
by Ihatedominospizza Yes, tons of people have made money on MSTR. And more still will. The Ponzi scheme is still in that beginning growth stage, where everyone’s getting paid. If I could reliably predict how large the pyramid grows before the illusion shatters and it collapses, I’d get in on it too! OTE: This …
Told you… so many times… 😓 But no worries, #BOJ cannot afford to turn off the $JPY printer as you can see from the next line… https://t.co/onTdK9C5S9 pic.twitter.com/C96vRVxxsI — JustDario 🏊♂️ (@DarioCpx) November 18, 2024 Someone should really tell the #BOJ that continuing to bluff about hiking rates so trading algorithms bid the $JPY is …
i Jinping has put the fate of his country and regime in the hands of others, especially the next leader of the country he considers an enemy, the United States. Yes, China’s ruler, who many consider the world’s most powerful figure, is, in reality, helpless. How did that happen? In short, Xi did it to …
by confoundedinterest17 I just watched Dennis Quaid in “Reagan”. Excellent film. But it reminded me of how Reagan sank the Soviet Union: by outspending the Soviet Union on the arms race. It worked! The Soviet Union, hamstrung by grossly inefficent central planning, couldn’t keep up and collapsed under President George H.W.Bush. Fast forward to today. …
US officials, including Pranay Vaddi, an arms control official on the National Security Council, have made public comments about the changes to the strategy. Vaddi said in June that the new strategy emphasizes “the need to deter Russia, the [People’s Republic of China] and North Korea simultaneously.” The strategy also focuses on China for the …
“I do remember how George Soros published his plan, ‘The Project Syndicate Publication’…”-Viktor Orban explains the Soros-Cloward-Piven Strategy which is meant to collapse Countries with Unlimited Immigration.pic.twitter.com/3ie0ew3805 — Liz Churchill (@liz_churchill10) July 9, 2024 https://twitter.com/SandraWeeden/status/1810628838893752779
If the best candidates your party can produce are Biden and Harris, that doesn’t mean you should vote Republican. It means you should BECOME Republican. Because whatever you’re doing now isn’t working. — Scott Adams (@ScottAdamsSays) July 3, 2024 NEW: California delegate Areva Martin says black women will "blow the party up" if Democrats choose …
Below is my column in The Hill on the start of the Hunter Biden trial and the elements of a classic jury nullification strategy by the defense. It is not clear that it will work in an otherwise open-and-shut case, but it might. What is clear is that it may be all that Biden has …
Zelensky announces that Ukraine is working on a security agreement with the U.S. that will fix levels of support for the next 10 years. The $61 billion was just the beginning. The next two U.S. presidents won’t be able to switch it off. pic.twitter.com/q1RWCxf93m — David Sacks (@DavidSacks) April 28, 2024 Reminder: last year I …
Japan’s Yen Intervention Strategy Faces Test From US Data "Kanda’s former boss at the finance ministry, Tatsuo Yamasaki, said this week that Japan is ready to step in as soon as the yen falls beyond its current range"https://t.co/KFAwYm6xAU pic.twitter.com/eYGukkLe2P — Global Markets Investor (@GlobalMktObserv) April 5, 2024 Mr. 151.75 $JPY is warming up again…. https://t.co/nzSMHPc2H5 …
Recent reports have surfaced suggesting that President Biden will be pulling back from engaging with national media, opting instead for interactions with local reporters for the remainder of his campaign. This decision raises eyebrows and invites criticism, particularly given the lack of transparency and accountability it entails. But let’s dissect the facts here. Why the …
Junk bond and leveraged loan issuers have cut ttheir 2024-2026 maturity wall by 40% from a year ago, according to BOA estimates. "This episode represents one of the most aggressive instances of maturity extension in the history of leveraged finance." pic.twitter.com/HFuzx9GpjO — Tracy Alloway (@tracyalloway) March 22, 2024 Back in the days after the 2008 …
Newly-elected Republican National Committee co-chair Lara Trump said it is time for the RNC to up its game and compete with more strategy against the Democrats. “We’ve been playing checkers, and the Democrats have been playing chess,” Trump told the Washington Examiner. Trump was elected on Friday to replace Drew McKissick. Michael Whatley, the former …
DEI’S NEW WEAPON: ‘CULTURAL TAXATION.’ DEI ideology demands members of minorities act in their capacity of members of the group instead of individuals. This results in more work for those people, which DEI labels “cultural taxation” without pointing out that the DEI pushers are the tax collectors. DEI pushers’ solution: everyone else should compensate the victims for …
Sen. Ted Cruz is calling for Senate Minority Leader Mitch McConnell to resign from his position. Cruz criticizes McConnell’s strategy, describing it as “fatally flawed.” Other Republican senators also express dissatisfaction with McConnell’s approach, citing concerns about secret negotiations and exclusion from negotiations on key issues, particularly related to border security. BREAKING: Texas Sen. Ted …
Biden’s strategy is very simple: 1. Get as many illegals in the country as possible. 2. Legalize them to create a permanent majority – a one-party state. That is why they are encouraging so much illegal immigration. Simple, yet effective. Biden’s strategy is very simple: 1. Get as many illegals in the country as possible. …
In a move to stimulate lending and combat economic challenges, China announced a forthcoming reduction in the reserve requirement ratio (RRR) for banks. People’s Bank of China Governor Pan Gongsheng shared that the RRR will be lowered by 0.5 percentage points on February 5. This strategic decision aims to address various hurdles, including a prolonged …
New York is employing the strategy of “Ask, Tell, Make” a DEI strategy of escalation to house illegal aliens in private residences. This is beyond alarming: View post on imgur.com h/t BloodEagle
$500 Billion a year that is NOT budgeted.How does Mayorkas defend this and all the other issues with mass illegal immigration?He goes to a Senate hearing and nothing happens? — floridanow1 (@floridanow1) December 26, 2023 “The border is secure” https://t.co/fTkpC61qRq — Benny Johnson (@bennyjohnson) December 26, 2023 Europe is waking up to the risk of …
This is what a concentrated market looks like The top 10 stocks make up a staggering 35% of the S&P 500 index Such an elevated level was last seen during the Dot Com bubble pic.twitter.com/9Yeez17XMl — Bravos Research (@bravosresearch) December 25, 2023 Home prices may pick up speed after the Fed cuts rates with 88% …
🚨 BREAKING: Joe Biden raises the possibility of “American troops fighting Russian troops”… pic.twitter.com/6uKclxmDE4 — Benny Johnson (@bennyjohnson) December 6, 2023 Biden probably thinks this will help him get reelected because traditionally America rallies behind a U.S. President. Never mind the fact that if Russia starts killing a bunch of American troops it could easily …
Will It Be Riot Season Again in 2024? Conservatives must learn the lessons of 2020—and prepare. via city-journal.org: The resurgence of public protests in support of Hamas has revealed a disturbing truth: the left-wing rioting following George Floyd’s death in 2020 was not an anomaly, but a tactic that activists can repurpose for any …
Allowing illegal aliens to join the military is a very late stage Roman Empire strategy. Here is a little bit of Roman Empire history… In the Later Roman Empire(4th and 5th century AD) the Empire was witness to a mass migration of barbarians into the Empire. These tribes were… https://t.co/fhcO4eRb3A — Wall Street Mav (@WallStreetMav) …