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Tiberius_Dav (@DavTiberius) profile picture

Tiberius_Dav

@DavTiberius

Once the Gov give, they can never take it away. Risk never disappears, moves elsewhere. Heidelbergs rule (Ctrl+P), Fed has office in every city across the World

Joined June 2020
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Photo by Tiberius_Dav (@DavTiberius)Photo by Tiberius_Dav (@DavTiberius)Photo by Tiberius_Dav (@DavTiberius)Photo by Tiberius_Dav (@DavTiberius)Photo by Tiberius_Dav (@DavTiberius)Photo by Tiberius_Dav (@DavTiberius)Photo by Tiberius_Dav (@DavTiberius)Photo by Tiberius_Dav (@DavTiberius)Photo by Tiberius_Dav (@DavTiberius)Photo by Tiberius_Dav (@DavTiberius)
I'm very excited to announce the September 8 publication of my new book about Leon Black and @apolloglobal. Only three years in the making and it's a barn burner, with a variety of on-the-record interviews with all the principals and more. I hope you will enjoy!
Image from William D. Cohan (@WilliamCohan)
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Tiberius_Dav retweeted
Autopilot (@joinautopilot) profile picture
Autopilot
@joinautopilotMar 2
You just can't make this up Earlier this morning, Jim Cramer said AeroVironment $AVAV  is "the drone company the US government  favors" At the time, it was up 16% Two hours later, its down 32% since
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CF's Market Recap Themes: Equites finish the month strong to quite strong Index Review $SPY $QQQ $IWM Stocks in Video $NVDA $CRWV $NBIS $BE $IONQ $RGTI $ETHA Like & Retweet if Video is helpful! teapawt.net/i/broadcasts/1OyJAjkwR…
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Raphaël | MyFractalRange (@vola2vola) profile pictureRaphaël | MyFractalRange
@vola2vola23 Jul 2025
Target reached @VaidotasSegenis 😉
Image from Raphaël | MyFractalRange (@vola2vola)
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Target reached @VaidotasSegenis 😉
Image from Raphaël | MyFractalRange (@vola2vola)
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Interesting read... bbc.com/news/articles/c98496…
Masato Kanda: The man behind Japan's $170bn bid to prop up the yen

Masato Kanda: The man behind Japan's $170bn bid to prop up the yen

Masato Kanda unleashed an estimated 25 trillion yen to support the currency when it slumped against the dollar.

bbc.com
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Old wall is late again!! Thanks Coach @KeithMcCullough Volatility-linked funds dump US stocks, exacerbating selloff tradingview.com/news/reuters…
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Next few weeks in earnings:
Image from The Transcript (@TheTranscript_)
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Update: The SEC just charged Lordstown Motors with fraud, alleging it misrepresented its order book and the timeline for delivering its flagship electric truck. Lordstown will pay $25.5 million in disgorgement. sec.gov/news/press-release/2…

SEC Charges Lordstown Motors with Misleading Investors about Company’s Flagship Electric Vehicle

sec.gov
Hindenburg Research (@HindenburgRes) profile pictureHindenburg Research
@HindenburgRes12 Mar 2021
NEW FROM US: The Lordstown Motors “Mirage”: Fake Orders, Undisclosed Production Hurdles, And A Prototype Inferno hindenburgresearch.com/lords… $RIDE (1/x)
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Tiberius_Dav retweeted
David Sacks (@DavidSacks) profile picture
David Sacks
@DavidSacks27 Nov 2022
This is a remarkable interview predicting the FTX collapse a month before it happened. Kudos to @AlderLaneEggs @Hedgeye. (Start video at 34:40.)
Marc Cohodes (@AlderLaneEggs) profile pictureMarc Cohodes
@AlderLaneEggs10 Nov 2022
If you have not listened to anything I have said about @sbf_ftx or are new to the program at 34:40 I pick up the Pace on FTX app.hedgeye.com/insights/122…
FLASHBACK | Marc Cohodes: $FTX Is A Scam, "Dirty & Rotten To The Core"

FLASHBACK | Marc Cohodes: $FTX Is A Scam, "Dirty & Rotten To The Core"

Skip to the 34:40 minute mark to watch Marc Cohodes' blistering, excoriating attack of FTX to Hedgeye CEO Keith McCullough made MADE ON OCTOBER 11, a month before the shit hit the fan.

app.hedgeye.com
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The stocks in your portfolio waiting the government to announce a default
Image from Not Jerome Powell (@alifarhat79)
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OMG!! @HedgeyeRJM @Hedgeye wsj.com/articles/a-housing-b…

A Housing Bust Comes for Thousands of Small-Time Investors

They were offered the benefits of owning apartment-building rentals without any of the work, in real-estate investments that have already left some people empty-handed.

wsj.com
Multifamily Madness (@MultifamilyMad) profile pictureMultifamily Madness
@MultifamilyMad23 May 2023
Spoke to Applesways lender on these foreclosures. They told me that he never took a single draw from their capex portion of the loan aka made zero improvements to the properties. Hence the Lake amenity below. wsj.com/articles/a-housing-b…
A Housing Bust Comes for Thousands of Small-Time Investors

A Housing Bust Comes for Thousands of Small-Time Investors

They were offered the benefits of owning apartment-building rentals without any of the work, in real-estate investments that have already left some people empty-handed.

wsj.com
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WHITE HOUSE: VERY CONCERNED ABOUT POTENTIAL DEFAULT
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WHITE HOUSE: STAFF WILL MEET OVER WEEKEND ON DEBT CEILING
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Monday morning #earnings eps.sh/cal $MNDY $WKHS $AZUL $CTLT $FREY $TSEM $TRVN $AMPS $NOVN $ZEV $HCDI $LLAP $SOHU $BITF $ISUN $CGAU $SNCE $VERO $ADN $RMTI $ALIM $GNS $CMRE $STRR $CGEN $TPG $DPSI $PDSB $GOGL $BCLI $SUNW $SGRP $LICY $LWAY $FATH $GRCL $NERV $PHGE $IMCC $ONDS $MDV $MOND $TIO $FULC $SACH $MNSO $CREX $CEPU
Image from Earnings Whispers (@eWhispers)
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#earnings for the week eps.sh/cal $BABA $HD $WMT $MNDY $TGT $SE $BIDU $WKHS $AZUL $NU $CSCO $DE $TJX $AMAT $QBTS $CSIQ $ONON $JACK $FREY $CTLT $ARCO $TSEM $TRVN $INVO $SBLK $DLO $NOVN $AMPS $GBNH $PSFE $ZEV $FL $SQM $LSPD $WIX $STNE $DT $GRAB $TME $SNPS $MMYT $TTWO $GOOS $HCDI $LLAP $XWEL $IQ $BBWI $SOHU $CGAU
The most anticipated earnings releases scheduled for the week are Alibaba #BABA, Home Depot #HD, Walmart #WMT, Monday.com #MNDY, Target #TGT, Sea Limited #SE, Baidu #BIDU, Workhorse #WKHS, Azul #AZUL, and Nu Holdings #NU.

ALT The most anticipated earnings releases scheduled for the week are Alibaba #BABA, Home Depot #HD, Walmart #WMT, Monday.com #MNDY, Target #TGT, Sea Limited #SE, Baidu #BIDU, Workhorse #WKHS, Azul #AZUL, and Nu Holdings #NU.

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Probably nothing... @HedgeyeRJM @HowardWPenney @HedgeyeRetail
Ross Hendricks (@Ross__Hendricks) profile pictureRoss Hendricks
@Ross__Hendricks5 Apr 2023
Pro tip: if $MCD $WMT and now $COST are suffering from a weak consumer, your mega cap tech stonks aren’t gonna save ya
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Tiberius_Dav retweeted
Richard Farr (@farrmacro) profile picture
Richard Farr
@farrmacro12 Mar 2023
michaelwgreen.substack.com/p…
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BREAKING: Silicon Valley Bank $SIVB online banking system and mobile services are now unavailable for business clients. The stock is down over 80% today alone.
Image from Stock Talk (@stocktalkweekly)
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This will not end well. All quiet on the Western Front.
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