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Joined March 2014
Photo by no capitulation (@NoCapitulation)Photo by no capitulation (@NoCapitulation)Photo by no capitulation (@NoCapitulation)Photo by no capitulation (@NoCapitulation)Photo by no capitulation (@NoCapitulation)Photo by no capitulation (@NoCapitulation)Photo by no capitulation (@NoCapitulation)Photo by no capitulation (@NoCapitulation)Photo by no capitulation (@NoCapitulation)Photo by no capitulation (@NoCapitulation)
no capitulation retweeted
Make some cooking fat.
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10y yield plunging as it suddenly appears AI will no longer be "crowding out" duration
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Underrated life advice: Keep proof that good things happen to you. Old photos. Kind messages. Positive feedback. Notes from great days. Whatever. Store them in a single place. Call it a Rainy Day Folder. Pop it open on a bad day and watch your mood turn. It's a free reset button.
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This is sure to become the standard reference for long-term investment returns. rpc.cfainstitute.org/sites/d…
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Trump chose Kevin Warsh to cut rates and then immediately started a new Middle East war, forcing him to hike rates even higher. Sacrificed his entire domestic agenda for a failed war in Iran with Israel.
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15 years ago, if you did the responsible thing & bought $10,000 of 'risk-free' long-term Treasuries, you'd have $11,072 today. If instead you spent $9,995 on drugs & $5 on bitcoin, you'd have $42,778 today.
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getting paid $700 in stocks while my bag nukes $40,000 is insane tek
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i am an anthropic pre-ipo investor via a complex investment vehicle called butthole.
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If you’re a bond investor, or a stock investor who’s scared of the 10 year treasury bond year raising, this video is a must watch. Rick Santelli is a genius…truly!
This is my absolute favorite CNBC moment of all time. He never gave a shit even when it wasn’t popular… Absolute legend! Happy retirement .@RickSantelli 🐐
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Paul Tudor Jones in an Interview with Patrick Oshaughnessy sums up and connects the valuation pieces of the overall market well: “We’re 252% of stock market cap to GDP. In 1929 we were 65%. In 1987 we got to ~85-90%. In 2000, 170%. If you think about the periodicity of significant bear markets. Since 1970, we get a mean reversion about every 10 years. Let’s say mean revert to the past 25 or 30-year PE. That would be a 30, 35% decline. Well, 35% on 250% of GDP is 80, 90% of GDP. 10% of our tax revenues are capital gains, they go to zero. So you can see the budget deficit blowing up. You can see the bond market getting smoked. You can see this kind of negative self-reinforcing effect. In the stock market, we’re over-equitized as a country. We have the highest individual equity weightings in the history of the country. And then the real problem is if you look at private equity in 2007-2008, that was about 7% of institutional portfolios. Now it’s about 16% of the institutional portfolios. We’re so much more illiquid than we were in 2008. The problem is that if you buy the S&P at this current valuation, the 10-year forward return is negative when you buy the S&P with a PE of 22. That’s what history shows. So yes, the S&P is spectacular long-term, if you have a hundred-year view. But that’s because that’s an average of a hundred years, including times when the S&P 500 PE was 6, 7 and 8, or one third of what it is right now. Valuation matters a lot, and the stock market’s really high and it’s gonna be really hard to make money from here with any kind of long-term view.”
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NEW: Photon Matrix built an Iron Dome for mosquitoes. The Blue Laser Mosquito Air Defense is built for patios, campsites, and outdoor dinners, using sensors to find mosquitoes mid-air and zap them with a visible blue laser. -Scans a 20-foot, 90-degree field in front of the unit -Targets flying insects as small as 2 mm -Uses LiDAR, radar, and AI vision to confirm targets -Internal aiming system points the laser at the mosquito -Outdoor kit adds a rotating base for 360-degree coverage -Runs about 4–5 hours from a power bank -Blue flash shows when it fires Pricing starts at $1,088.
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Congratulations to the unvaccinated for not taking health advice from Satanic pedophiles.
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Global Bond Yields hit highest level since the Global Financial Crisis 🚨 🚨
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You're a fucking miracle. Do something with it. Stop fucking around and take advantage of your life.
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The best thing you can give someone is an opportunity to prove themselves
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Reminder: Pfizer was forced to publish the adverse effects of its vaccine—they wanted to hide the data for 75 years A U.S. Judge had to force FDA to release the Pfizer vaccine data and we soon saw that 9 pages were filled with nearly 1,300 adverse effects. No wonder there's so much pulmonary fibrosis, cancer, HIV, myocarditis, cardiac arrests..."suddenitis" and much more!! CHILLING!! And Pfizer knew. Just a reminder.
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Muslims gang raped 250k+ British girls. Evidence that Fauci funded gain-of-function research with tax dollars was made public. Illegal aliens tried to blow up White House UFC event. Media: OMG did you see the algae in the Reflecting Pool???
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ARREST ANTHONY FAUCI! If you believe you should get involved and you should, please REPOST this. I am tired of waiting for "someone" to hold FAUCI accountable! We The People can all file a complaint against his license. It’s fast, it’s free and all complaints must be investigated. Please read this short missive below and please consider reposting. Thank you @DNIGabbard
I made a promise to the first Soldier of mine, who died from the COVID vaccine! Anthony Fauci, M.D., holds an active medical license in Maryland (license number D0004034). Here is a link to file a complaint against the medical license of a doctor in Maryland. mbp.state.md.us/mbp_complain… Maryland Medical Practice Act (Health Occupations Article, Title 14), which lists grounds for disciplinary action, including “immoral conduct” and “unprofessional conduct” in the practice of medicine. Key Statutory Grounds (Health Occupations § 14-404) A disciplinary panel may reprimand, probate, suspend, or revoke a license if a physician: • Is guilty of immoral conduct or unprofessional conduct in the practice of medicine. • Is professionally, physically, or mentally incompetent. • Engages in other prohibited acts (e.g., fraud, patient abandonment, substance abuse, overutilization, false reports, etc.). “Unprofessional conduct” is evaluated on a case-by-case basis by the disciplinary panel. It is not rigidly defined in statute but includes failures to meet standards of care, ethical violations, or behavior that harms patients or the profession. Did the medical recommedations and guidance given by Dr Fauci acting in his offical capacity as the Director of the National Institute of Allergy and Infectious Diseases (NIAID) brake your trust in the profession of medicine? Public health? The safety of vaccines? Were you or your loved ones harmed by SARS-CoV-2 (gain of function bioweapon)? Were you or your loved ones harmed by the COVID vaccine-bioweapon? Did the health of you or your loved ones suffer because of proffesional medical opinions and guidance given by a medical professional acting in his/her offical professional medical capcity? Did your business close because of the fabricated medical advice like 6 ft safe and masking? Did your grandparents or parents die alone in a hospital because of the deadly Remdesivir protocol and or social distancing? Did your mental health suffer from social isolation and stress? Did your children struggle with depression, anxiety, and suicidal ideation secondary to the medical recommendations (social distancing, masks, school by Zoom, etc.) because of the "expert medical opinions and guidance" of a man acting in his official capacity for NIH? Do you think it is "professional" for a medical doctor to use their position and taxpayer money to fund the development of a more lethal, more transmissible virus? Do you think it is "professional" to lie to congress? Do you think it is "professional" for a doctor to lie to the President of the United States about Public Health issues and measures? Do you think it is "professional" for a doctor to spread lies about a vaccine's safety and efficacy that directly results in substantial harm to the health and readiness of our entire Armed Forces? Actions have consequences—and incompetent/corrupt leaders— are deadly!! My last conversation with the first soldier that died from the vax, he said, "I know the vaccine did this to me. I felt that poison go through my body. I was about to retire, and they took everything from me and my family. Make sure they are held accountable for what they did to me. Please make sure my wife is taken care of." I have had conversations most in the military can't imagine. When "leaders" do things that kill my men and women...I take it personally. These men and women did NOT take an oath to be Fauci's "lab rats." WHY DOES ANY DOCTOR INVOLVED IN THIS GLOBAL DECEPTION STILL HAVE A MEDICAL LICENSE? @BrianneDressen @GenFlynn @samosaur @SenRonJohnson @SecKennedy @SenRandPaul @React19org
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Happy Friday
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Leopold lost his aura That’s my honest opinion Got Iran-pilled and loaded up on semi puts before one of the biggest rallies in history Exited his huge $INTC call position at $44 before the $100+ rally - > Sold $HUT before it went up 105% - > Sold $COHR before it went up 52% - > Sold $CIFR before it went up 49% - > Sold $TSEM before it went up 41% - > Sold $LITE before it went up 35% - > Trimmed 40% of $BE before it went up 90% - > Trimmed $CORZ before it went up 59% - > Trimmed $SEI before it went up 40% Exited calls and missed a ton of upside Portfolio getting lower quality, in my opinion, and messier
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