@HyperbolicDisco Hyperbolic Discounter

Hyperbolic Discounter posts on X about $purr, $hype, in the, civilization the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

• [--] Week [-----] +248%
• [--] Month [------] -41%
• [--] Months [------] +109%
• [--] Year [-------] +59%

Mentions: [--] #

• [--] Week [--] -19%
• [--] Month [--] +17%
• [--] Months [---] +8.60%
• [--] Year [---] +54%

Followers: [-----] #

• [--] Week [-----] +1.50%
• [--] Month [-----] +2.70%
• [--] Months [-----] +7.60%
• [--] Year [-----] +16%

CreatorRank: [---------] #

Social Influence

Social category influence finance 15% stocks 10% countries 8% cryptocurrencies 7% travel destinations 4% celebrities 3% technology brands 3% musicians 3% exchanges 2% currencies 1%

Social topic influence $purr #6, $hype #325, in the 4%, civilization 4%, this is 3%, remarkable 3%, the world 3%, $rfix 3%, spx 3%, gas 3%

Top accounts mentioned or mentioned by @auclairsdad @japandeepvalue1 @dsrprivate @dcpcooks @taobanker @santiagoaufund @realhagetaka @ricemaximalist @hypestrat @dampedspring @waveryder91 @lukeytrags @mrjohnnyrainman @tylerneville @beardotrader @bluecapmarkets @investinong @conservawonk @saylor @desmondshum

Top assets mentioned Purr (PURR) Hyperliquid (HYPE) Strategy (MSTR) CME Group Inc (CME) SPDR GOLD ETF (GLD) SPX6900 (SPX)

Top Social Posts

Top posts by engagements in the last [--] hours

"In December I started legging in to $PURR the $HYPE DAT firm for exposure to the Hyperliquid platform as it extended beyond crypto into tradfi securities. Few things are more attractive than rapid growth with 76-80% tax-free net margins more than 97% of which are invested in buybacks. Whats not to like about $HYPE I havent found coherent calculations of $PURRs outstanding mNAV and fully diluted mNAV. Today I went through $PURRs SEC filings to get a handle on its capital structure which enabled me to calculate its mNAV and fully diluted mNAV. The results are attached. Let me know if you have"
X Link 2026-02-07T22:25Z [----] followers, [----] engagements

"This is a very good and succinct account of tomorrows election in Japan. Fingers crossed that Takaichi wins a thumping majority to implement her plan to rearm and prepare the nation. https://t.co/yGq0ihYFxv https://t.co/yGq0ihYFxv"
X Link 2026-02-08T03:19Z [----] followers, [---] engagements

"Claude tells me this is the most compelling case for investments in private security firms tin miners and thermal coal miners it has ever read. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-10T20:26Z [----] followers, [----] engagements

"Yep. Well learn more on the quarterly call. It is woeful that $PURR had months to prepare and launch a proper website and provide a means for investors to get real-time updates of its $HYPE purchases but hasnt done so. Ive read that the company spent $103M on 3.6M tokens but the company hasnt given any updates. They must up their game or risk becoming a clown show like $MSTR. https://twitter.com/i/web/status/2020339507493585126 https://twitter.com/i/web/status/2020339507493585126"
X Link 2026-02-08T03:30Z [----] followers, [---] engagements

"@InvestInOnG @ConservaWonk The real villain was Bill Clinton who foolishly and recklessly allowed China into the WTO. But for that China would have remained the shithole it was"
X Link 2026-02-08T04:14Z [----] followers, [--] engagements

"Yep. It is table stakes for a DAT firm to disclose its token purchases and mNAV calcs in near real-time or disclose enough data for the market to do so and price it. If $PURR doesnt get its act together by the earnings call my concerns about management not knowing the game will deepen. Even @saylor got this part right and hes a moron ffs. https://twitter.com/i/web/status/2020371999311204697 https://twitter.com/i/web/status/2020371999311204697"
X Link 2026-02-08T05:39Z [----] followers, [---] engagements

"@RiceMaximalist Were just guessing about. $PURR should be prompt and transparent in disclosing its holdings - table stakes for a dat"
X Link 2026-02-09T05:58Z [----] followers, [---] engagements

"@JapanDeepValue1 The performance of the trading houses Hitachi and other large caps has been remarkable. I stopped worrying about it and just put on a largish USDJPY straddle"
X Link 2026-02-10T16:46Z [----] followers, [--] engagements

"@JapanDeepValue1 Im the Jim Cramer of Macro as well hence the straddles lol"
X Link 2026-02-10T16:49Z [----] followers, [--] engagements

"Claude tells me this is the most compelling case for investments in private security firms and thermal coal miners it has ever read. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-10T20:21Z [----] followers, [--] engagements

"@DsrPrivate Can you please post the beta basket as well"
X Link 2026-02-11T20:48Z [----] followers, [---] engagements

"I updated the $PURR mNAV report to reflect (i) todays closing price (ii) the current $HYPE price and (iii) additional information which I believe credible on the exercise price of the old Sonnet warrants and the purchase of additional tokens post-merger. E&OE. In 1Q26 investors shouldnt have to guess how many tokens a DAT holds. With luck @HypeStrat will have set up a website with an mNAV dashboard before Wednesday mornings earnings call. An mNAV dashboard is DAT table stakes and it is unacceptable that management does not yet have one up and running. In December I started legging in to $PURR"
X Link 2026-02-10T01:32Z [----] followers, [----] engagements

"Older daughter just went into a print shop in New York and sent me this. Its perfect and ironically not for sale"
X Link 2026-02-10T16:54Z [----] followers, [---] engagements

"Just as we feared the world was out of new ideas Innovation never ends. Single Stock futures - CME Group https://t.co/PBc5lkSYBR Single Stock futures - CME Group https://t.co/PBc5lkSYBR"
X Link 2026-02-10T18:36Z [----] followers, [---] engagements

"Here is the latest report on $PURRs mNav before tomorrows 4Q25 quarterly call. Attached is a link that will take you to the registration details for the call. Hopefully this is my last report. With luck @HypeStrat management will do its job and publish these reports directly. If management takes questions tomorrow be sure to ask why it has taken them so long to pony up table stakes for the DAT game. https://www.prnewswire.com/news-releases/hyperliquid-strategies-inc-announces-webcast-to-discuss-results-for-the-quarter-ended-december-31-2025-302680623.htmltc=eml_cleartime I updated the $PURR"
X Link 2026-02-10T21:08Z [----] followers, [---] engagements

"A Valentines Day amuse bouche a night at the opera - this time Verdis Rigoletto. Decried by Austrian censors as a repugnant example of immorality and obscene triviality I call it one of the great Italian bangers. But first some oysters. Another night at the opera - this time Nabucco but first some saganaki the king of cheese. https://t.co/Z5nDd5RchV Another night at the opera - this time Nabucco but first some saganaki the king of cheese. https://t.co/Z5nDd5RchV"
X Link 2026-02-11T00:03Z [----] followers, [---] engagements

"Canadas courts are drunk on bad ideas and unaccountable power and profoundly out of touch with the public mood. MANDEL: Hamilton judge finds Ontario sex offender registry is unconstitutional https://t.co/mlqyFiEWO4 https://t.co/1GJ3FYuDSs MANDEL: Hamilton judge finds Ontario sex offender registry is unconstitutional https://t.co/mlqyFiEWO4 https://t.co/1GJ3FYuDSs"
X Link 2026-02-12T03:20Z [----] followers, [---] engagements

"RT @DesmondShum: Chinas Prosperity: Built by Households Claimed by the State Let this sink in. The IMF puts Chinas [----] GDP per capita"
X Link 2026-02-12T05:36Z [----] followers, [---] engagements

"RT @michaelxpettis: The point I think Shum is making here is that all that spectacular infrastructure and manufacturing capacity didn't com"
X Link 2026-02-12T05:37Z [----] followers, [--] engagements

"RT @BarbarianCap: My fave headline format: every word brings new info"
X Link 2026-02-12T13:51Z [----] followers, [--] engagements

"If you close your eyes the US labor market looks strong and healthy"
X Link 2026-02-13T05:46Z [----] followers, [---] engagements

"A glimmer of hope this week for duration. There may well be a bit of life left in the old king. @JapanDeepValue1 @taobanker Join me in the agony of steadily adding to $RFIX a [--] year call on 10Y rates a near [--] duration. The water is warm. https://t.co/7MKe707yCQ @JapanDeepValue1 @taobanker Join me in the agony of steadily adding to $RFIX a [--] year call on 10Y rates a near [--] duration. The water is warm. https://t.co/7MKe707yCQ"
X Link 2026-02-14T16:44Z [----] followers, [---] engagements

"@JWnFL007 @bennpeifert Yep. Hard to disagree when you put it that way. I suppose Im pretty conservative when it comes to my own balance sheet"
X Link 2025-12-02T01:50Z [----] followers, [----] engagements

"@AuclairCapital Well played - I think I may join you in the trade. I narrowed my robot exposure to Fanuc mid-summer. It announced a deal with Nvidia this week which put a fire under the stock price"
X Link 2025-12-04T18:08Z [----] followers, [---] engagements

"Kalshi isnt a gambling company. It runs a prediction market like a bookie. Kalshi is NOT a gambling company. Saying so is incorrect. I assume that people calling Kalshi gambling are uninformed rather than being defamatory but Kalshi is not gaming. Its been decided in the courts. Please read the [--] pages of KalshiEx LLC v. CFTC (2024) before Kalshi is NOT a gambling company. Saying so is incorrect. I assume that people calling Kalshi gambling are uninformed rather than being defamatory but Kalshi is not gaming. Its been decided in the courts. Please read the [--] pages of KalshiEx LLC v. CFTC"
X Link 2025-12-05T01:03Z [----] followers, [---] engagements

"@dampedspring @agnostoxxx Me too. At the time all us lawyers in Palo Alto thought it was a sign of things to come not the top"
X Link 2025-12-05T13:57Z [----] followers, [--] engagements

"@mommabearmegan Candace Owens is certifiable a batshit crazy bullshitter"
X Link 2025-12-05T15:13Z [----] followers, [--] engagements

"@AbeGreenwald I see. This may take a https://open.spotify.com/track/6MVmw9Ea73B1XQjbAu6uuwsi=iBP-mm7XTSWlqSeU-v4Nyg https://open.spotify.com/track/6MVmw9Ea73B1XQjbAu6uuwsi=iBP-mm7XTSWlqSeU-v4Nyg"
X Link 2025-12-10T03:01Z [----] followers, [--] engagements

"@waveryder91 @PharmD_KS Toronto but it has been a long time since I ventured into those precincts"
X Link 2025-12-10T06:08Z [----] followers, [--] engagements

"@DsrPrivate Looking sickly - four lower highs on SPX since [--] am. Love to see it crack 59"
X Link 2025-12-16T19:21Z [----] followers, [--] engagements

"@Dcpcooks Thanks. Im entering the new year holding M6 and a large $RFIX position for the convex duration exposure. Feels early tbh"
X Link 2025-12-17T01:02Z [----] followers, [---] engagements

"@DsrPrivate @DanielSimonyi Also $IAUM is much cheaper than $GLD for a long-term gold allocation. [--] bps v [--] bps"
X Link 2025-12-17T17:14Z [----] followers, [---] engagements

"@SandLot84 @JStocker808 That was the fastest capitulation since Powell knifed SPX a year ago"
X Link 2025-12-17T20:52Z [----] followers, [---] engagements

"@AuclairsDad Likewise. Crossing paths with you a few years ago has been a treat on many levels. Ill get down to your neck of the woods one day and hope to look you up. Happy Hanukkah"
X Link 2025-12-17T23:43Z [----] followers, [--] engagements

"@Dcpcooks Totally agree with this although I think it is tough to do well as a part-time activity or hobby. It is a near 24/7 bidness"
X Link 2025-12-19T00:01Z [----] followers, [----] engagements

"@SantiagoAuFund There is only one: Lynyrd Skynyrd performing Freebird at Day on the Green at Oakland Stadium September [--] [----]. https://youtu.be/_3MCa6vnqFgsi=U7SF4Jnzm6qpfLP9 https://youtu.be/_3MCa6vnqFgsi=U7SF4Jnzm6qpfLP9"
X Link 2025-12-19T02:24Z [----] followers, [---] engagements

"@LukeyTrags @realhagetaka @MrJohnnyRainman Nice. Picked up some cheap March calls"
X Link 2025-12-19T05:16Z [----] followers, [--] engagements

"@AuclairsDad The credit goes entirely to @TraderPamplona mintwits hidden gem"
X Link 2025-12-19T21:46Z [----] followers, [--] engagements

"@Tyler_Neville_ Trade the dystopia in front of you. Dont overthink it"
X Link 2025-12-22T21:36Z [----] followers, [---] engagements

"@GoForGrubes2 Youre showing us all how to do it right MacGruber. Merry Christmas"
X Link 2025-12-24T15:50Z [----] followers, [---] engagements

"@AuclairsDad I went diving once in the Solomon Islands. Of course nobody told me about the saltwater crocs. The line that struck me in the shark video you posted was that by entering the ocean one enters a new food chain"
X Link 2025-12-25T19:54Z [----] followers, [--] engagements

"@Citrini7 @crypto_condom fanuc so hot right now"
X Link 2025-12-26T01:10Z [----] followers, [---] engagements

"@TotemMacro @LindseyGrahamSC It did and I think it should accelerate the provision of aid into Gaza. That is beside the point however in relation to the disarmament of Hamas and the release of the final hostage. Hamas charging Gazans rent for tents isnt helping things either"
X Link 2025-12-29T21:04Z [----] followers, [---] engagements

"@AuclairsDad Guinea worms - the field is wide open"
X Link 2025-12-30T02:15Z [----] followers, [--] engagements

"@wstvillrefugee @bankingslut It was the total opposite out west. The rate of new company formation was so high that partners wanted entrepreneurial juniors. On my first deal - a series A financing the partner told me that if I had any questions he didnt want to hear them lol"
X Link 2025-12-31T01:57Z [----] followers, [--] engagements

"@deepgreenresist @stuartlosaltos Civilization does require reliable baseload power however and natural gas thermal coal or nuclear are the options currently available at the necessary scale. Would you prefer coal to LNG as a bridge fuel to a nuclear future"
X Link 2025-12-31T05:36Z [----] followers, [--] engagements

"@jk_rowling @ThomasWillett9 Put more directly: What makes a woman trans"
X Link 2026-01-01T03:18Z [----] followers, 16.4K engagements

"@BeardoTrader Only after July for me. Ive grown soft and cant deal with the mosquitos"
X Link 2026-01-04T19:27Z [----] followers, [--] engagements

"@muddywatersre Yeah but the IR team says the 3.7% return was uncorrelated alpha so its as good as 18% beta"
X Link 2026-01-06T15:51Z [----] followers, [----] engagements

"@TiltFolio Thanks - I will check it out despite needing more stuff to read like I need a hole in the head"
X Link 2026-01-06T16:02Z [----] followers, [--] engagements

"@sdav1986 Final pass-through expenses for a multistrat are the new mutual fund back-end loads and deferred sales charges. Old wine new bottle"
X Link 2026-01-07T19:43Z [----] followers, [---] engagements

"@dampedspring @burner3fs @toiletkingcap @JaredKubin Even if optimism about personal agency is misplaced there is no other way to live. I think its as simple as that"
X Link 2026-01-07T23:59Z [----] followers, [--] engagements

"Deep Green Resistances stated vision is a world without industrial civilization. We know what that kind of world looks like - a sad and unpleasant one incapable of sustaining even a modest fraction of the current population. Those who survive the die-off would live miserable lives without adequate energy or food and without semiconductors and basic medicines etc. It would be an anti-human shithole nobody would want or accept. It is our nature to develop and use technology to alter the physical world so we might thrive. Why dont proponents of Deep Green Resistance lead by example: go live"
X Link 2026-01-08T01:10Z [----] followers, [--] engagements

"No Im saying that Deep Green Resistances vision is dystopic - the world its adherents imagine would necessarily bring misery and ruin to most everyone. The organization doesnt suggest that humans develop new technologies to address their concerns. The orgs own marketing proposes to bring down civilization which is so ridiculous as to be disqualifying. Perhaps you and your comrades dont appreciate the practical effects of this vision. Again I urge you to give it a go - log off and go live without civilization and let us know how it works out or if sooner when a comrade needs help with an"
X Link 2026-01-08T01:54Z [----] followers, [--] engagements

"Deep Green Resistance is saying in effect that no one may use a plane train or automobile (the bring down civilization vision) and eliding the necessary implication that one must therefore walk or ride a horse or donkey to get from BC to Ontario. Likewise if one brings down civilization billions will necessarily die off and the remainder would live in misery. So yeah - thats what you lot are saying. https://twitter.com/i/web/status/2009084525351928157 https://twitter.com/i/web/status/2009084525351928157"
X Link 2026-01-08T02:07Z [----] followers, [--] engagements

"If Polymarket or Kalshi make a prediction market on whether and when riots return to Minneapolis Im going to despair and then turn into Joker. Hundreds of anti-ICE protesters seen marching down Lake Street in Minneapolis Minnesota. - NewsNation reporter https://t.co/PFaltG52RN Hundreds of anti-ICE protesters seen marching down Lake Street in Minneapolis Minnesota. - NewsNation reporter https://t.co/PFaltG52RN"
X Link 2026-01-08T02:21Z [----] followers, [---] engagements

"@DsrPrivate You keep up with these TDS references and the half of your feed that has muted TDS wont see your posts lol"
X Link 2026-01-08T03:58Z [----] followers, [--] engagements

"@AuclairsDad This is European hysteria. One can see the same phenomenon in Canada. It means nothing - neither entity would dare take or has the capacity to take military action against the US"
X Link 2026-01-08T20:40Z [----] followers, [--] engagements

"@BickerinBrattle How do you get around the Supremacy Clause"
X Link 2026-01-10T03:41Z [----] followers, [--] engagements

"@fejau_inc Tomorrow the Toronto Star will quote a York University sociology prof saying an X ban is needed to protect Canadians. Its for our own good"
X Link 2026-01-11T02:38Z [----] followers, [---] engagements

"@AuclairsDad @silentxbuddha At this point it is not our place to ask tbh"
X Link 2026-01-11T03:23Z [----] followers, [--] engagements

"@AuclairsDad It sounds like your old man is out of the woods. Glad to hear that"
X Link 2026-01-11T05:44Z [----] followers, [--] engagements

"A free Iran will be unstoppable in all the right ways. The Western liberal media is ignoring the Iranian uprising because explaining it would force an admission it is desperate to avoid: the Iranian people are rebelling against Islam itself and that fact shatters the moral framework through which these institutions understand the The Western liberal media is ignoring the Iranian uprising because explaining it would force an admission it is desperate to avoid: the Iranian people are rebelling against Islam itself and that fact shatters the moral framework through which these institutions"
X Link 2026-01-12T00:40Z [----] followers, [---] engagements

"Looking forward to the Polymarket on whether Powell finishes his term. I know how Im betting. Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH"
X Link 2026-01-12T01:07Z [----] followers, [----] engagements

"Do you have any concerns vis a long JPY position with Japans ever-growing deficit and the shift in the composition of its issuance towards bills and shorter-term notes I dont see either the deficit or the issuance composition reversing any time soon and wouldnt be surprised if the BOJ starts buying bills at some point. https://twitter.com/i/web/status/2011159754069213244 https://twitter.com/i/web/status/2011159754069213244"
X Link 2026-01-13T19:33Z [----] followers, [---] engagements

"I remember being in Venice when you dropped out and trying to contact you through a mutual because I was worried. He didnt have a contact number either which underscored the thinness of the connections on here. To remedy that Ill be down in NYC this year to visit my daughter. The plan is to drop by your place and hang a bit. I may come with the family so brace yourself lol https://twitter.com/i/web/status/2012403389594791975 https://twitter.com/i/web/status/2012403389594791975"
X Link 2026-01-17T05:55Z [----] followers, [--] engagements

"@Globalflows Yep. I agree with this thesis and likewise Im long $PURR. Having said that when a $HYPE ETF goes live in the US the better play will be to leverage long that security instead of a treasury company however well run"
X Link 2026-01-18T04:54Z [----] followers, [---] engagements

"@HyperliquidX Focus on 24/7 markers for shares in each company in the $NDX and then round out with the $SPX companies. Then add 2Y 10Y and 30Y Treasuries and SOFR futures out [--] quarters. Dont listen to the community and what it wants until youve done that"
X Link 2026-01-18T05:04Z [----] followers, [---] engagements

"I dont think so. Through last year and into December the MOF scaled back duration issuance and alongside a ballooning fiscal deficit is steering a tsunami of new issuance and refinancings to the front-end. Nobody really dies in Japan if bond yields continue to rise - the BOJ owns most of them. I think the risk is the MOF burns the yen only occasionally dousing it with a thimble of intervention. My bet is that the trade is still long Japanese equities which I think continue to rally as the yen devalues. Ive been long a Japanese equity basket for years and last week put on a USDJPY straddle"
X Link 2026-01-20T03:41Z [----] followers, [---] engagements

"@SantiagoAuFund I once punched a bully in the face. It was fraught and bloody but gloriously effective. And probably an outlier"
X Link 2026-01-20T16:42Z [----] followers, [---] engagements

"@Iamhere4theAds @SantiagoAuFund There is an important difference between a schoolyard and international relations. "The strong do what they can and the weak suffer what they must.""
X Link 2026-01-20T17:30Z [----] followers, [--] engagements

"@LukeyTrags @realhagetaka @MrJohnnyRainman Thanks for flagging Yancoals low EV last month. Id been out of the beast for a couple years (after consolidating my coal exposure in $WHC) and probably wouldnt have twigged to its low EV. These March calls are up about 3X - much appreciated"
X Link 2026-01-21T04:13Z [----] followers, [---] engagements

"Hello again old friend. Cant quit crazy. Sized large enough to make a difference small enough to sleep well. #CC_F On February [--] I closed my oversized high-conviction cocoa longs. 5% of profits went into OTM July calls a blood sacrifice bet on a right-tail dislocation that may yet come. Today the object of my 7-month white-knuckle speculation arrived from San Gimignano bringing to a https://t.co/fcIyGospos On February [--] I closed my oversized high-conviction cocoa longs. 5% of profits went into OTM July calls a blood sacrifice bet on a right-tail dislocation that may yet come. Today the object"
X Link 2026-01-21T20:40Z [----] followers, [---] engagements

"Canadians will be all shits and giggles about Carneys antics until the free trade deal is scrapped visa-free travel to the US is suspended and the cancellation of the TN Visa program traps our best and brightest in a stagnant high tax low-productivity economy. What a mess. Carney Trump and the admin in Washington continue their war of words. https://t.co/5VaUYywpUv Carney Trump and the admin in Washington continue their war of words. https://t.co/5VaUYywpUv"
X Link 2026-01-23T00:06Z [----] followers, [---] engagements

"Finally an industry expert lays out the bull case for Canadian natural gas that nobody is talking about. https://t.co/EQlGsyUyvp https://t.co/EQlGsyUyvp"
X Link 2026-01-21T05:02Z [----] followers, [---] engagements

"@IDtheX Lets just say cocoa is covering up many of 2024s sins. See: $JMS. And a long VIX trade that is currently bleeding me white lol"
X Link 2024-12-04T20:06Z [----] followers, [---] engagements

"@MichaelKantro @Dcpcooks $BOXX for cash $FCTE for consistent periodic adds to actively-managed quality large cap exposure"
X Link 2025-03-31T23:17Z [----] followers, [---] engagements

"Cook should have resigned. Powell should have required it. Also POTUS and the Senate must tighten up their vetting of Board governors. They should at least review a candidates mortgage applications and securities trading records. Also Bill Pulte has no business being in public office. Trump fires Fed governor Lisa Cook https://t.co/VABHNoLgDR Trump fires Fed governor Lisa Cook https://t.co/VABHNoLgDR"
X Link 2025-08-26T01:08Z [----] followers, [----] engagements

"@Dcpcooks Ive been using $BOXX as a tax-efficient vehicle to park cash for a couple years. Pretty slick product. Kevin Muir did a good interview with the sponsor in 2022/23ish"
X Link 2025-10-29T17:27Z [----] followers, [---] engagements

"@coeus12345 @contrarian8888 @Scot126126 @Flight_Useful $PANR demonstrates that the same muppets can be fooled over and over and more often than seems possible. Cant believe this fraud staggers on after all these years"
X Link 2025-12-31T05:30Z [----] followers, [---] engagements

"@taobanker Yep. Harley Bassman is behind all the good ones - he has a gift for launching a great ETF about a year early. $PFIX bottomed about a year after its launch and then did a 3X iirc when rates started to moon in 2022"
X Link 2026-01-21T06:04Z [----] followers, [--] engagements

"Great chart from @Tyler_Neville_ on the decline over the decades in nominal yields and YTW on IG and Treasuries. Interesting to overlay the nomenclature used over time for lower quality bonds. Junk bonds was de rigueur from the 70s to early 90s. After the Drexel stigma the more appealing term high yield became common parlance. Today we use even more abstract terms likeHYG and now Private Debt. 19% off sale on quality private debt Still good for a chuckle five hours later. Love Blackstones fee waiver - its the price sponsors happily pay for gate the fund leverage. Now thats liability"
X Link 2026-01-24T16:57Z [----] followers, [---] engagements

"Im looking forward to Fridays market close. Its a kaleidoscope of cross currents out there. Time to draw breath and take stock"
X Link 2026-01-28T04:57Z [----] followers, [---] engagements

"@BobDolan111 @nypost I havent been there in years but used to live up the street. Celine Dion is a co-owner"
X Link 2026-01-28T05:31Z [----] followers, [--] engagements

"@DsrPrivate Unreal. Richard Russell was right"
X Link 2026-01-28T23:43Z [----] followers, [---] engagements

"@waveryder91 Old Adele is the best Adele"
X Link 2026-01-29T19:00Z [----] followers, [---] engagements

"I dont know about you but my first thought when I heard Kevin Warsh is likely to be the new Fed Chair was NOT that the Federal Reserve would soon be controlled by Ronald Lauder Warshs Jewish father-in-law and apparent puppeteer. Would it surprise anyone if Cem Karsan thinks Jewish market makers also caused his fund Kai Volatilitys terrible returns The numbers speak for themselves. Kai Volatility has underperformed t-bills since inception. I appreciate that long vol is hard. My point is that the talking heads of VolTwit who hold themselves out loudly as experts very often underperform."
X Link 2026-01-30T03:24Z [----] followers, [----] engagements

"Good to see Panama asserting its sovereignty in favor of US interests by cancelling CK Hutchisons concession on the Panama Canal. The CCPs scheme to buy and hold control of the canal (by contract no less) was always ballsy and doomed. 🚨 Huge defeat for China in the Western Hemisphere. In a landmark ruling the Panama Supreme Court has voided the port concession contracts at both ends of the Panama Canal operated by CK Hutchison Holdings. For decades Beijing leveraged commercial proxies to entrench https://t.co/WBMCnXCAjd 🚨 Huge defeat for China in the Western Hemisphere. In a landmark ruling"
X Link 2026-01-30T06:28Z [----] followers, [----] engagements

"@LongTplexTrader Remarkable. There is one in my neighbourhood as well which Ive never seen before"
X Link 2026-01-31T15:16Z [----] followers, [--] engagements

"@TwainsMustache @sictransitglora Yep. Thats peak performance at any age. I dont think I reached that level on the transcendental ergometer in my 20s"
X Link 2026-01-31T23:15Z [----] followers, [--] engagements

"@BeardoTrader Climate makes all the difference. I used to live in Palo Alto. Pretty much every day the sky was blue and the temperature lovely. As many people missed the cold as missed ice fishing"
X Link 2026-02-03T20:45Z [----] followers, [--] engagements

"@abcampbell Hi my name is also Joe. Im the companys new accountant. I work from home in Abilene Texas"
X Link 2026-02-04T00:06Z [----] followers, [---] engagements

"Whom the gods would destroy they first make mad. Nuts to see a first rate compounder like Oracle reduced to issuing common stock under an ATM. Over the past [--] years buybacks have reduced Oracles share count by half leaving Larry Ellison with approximately 40% - nearly [--] years after he founded the company. Imaging betting the farm at [--] on the slowest nag in the AI race. Beware an old man in a hurry. - Lord Randolph Churchill Winstons father The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet"
X Link 2026-02-04T05:19Z [----] followers, [---] engagements

"@MPelletierCIO For context the renovations to the Eccles building will cost more than the inflation-adjusted land and construction costs of the Wynn Las Vegas and the Burj Al Arab. Setting aside ones thoughts about Jerome Powell whether the Fed should reduce or hold steady short rates or change its SOMA portfolio run-off policy the cost to renovate the Marriner S. Eccles building is stupendous. Originally budgeted at $1.9B in [----] the Eccles building https://t.co/1cX4MF6mzU Setting aside ones thoughts about Jerome Powell whether the Fed should reduce or hold steady short rates or change its"
X Link 2026-02-05T03:42Z [----] followers, [--] engagements

"@AuclairsDad Have you watched the old Bill Murray movie Stripes Good one. Not sure if those gems made it to the younger generations"
X Link 2026-02-05T05:07Z [----] followers, [--] engagements

"I doubt one in a hundred Canadians have read either the Clarity Act or the last few pages of the Supreme Courts Secession Reference. The so-called quiet part was proclaimed by the Supreme Court which laid out a roadmap to leave the country. Chretiens folly is eclipsed only by the ham-fisted strategy of the Canadian establishment to browbeat Albertans to remain. https://twitter.com/i/web/status/2019580082524733877 https://twitter.com/i/web/status/2019580082524733877"
X Link 2026-02-06T01:13Z [----] followers, [--] engagements

"@jengerson Addressing Albertans legitimate concerns with respect and then rallying to encourage the federal government to exercise its power to deregulate the oil and gas sector and build a pipeline or two to the coast would be a good start"
X Link 2026-02-06T03:18Z [----] followers, [--] engagements

"With apologies to Evelyn Waugh a note on the moment one breaks free of the bearish inclination: Here my last love died. There was nothing remarkable in the manner of its death. One day not long before CPI as I lay awake before the cash open gazing into the complete blackness amid the unheard breathing and muttering of other traders around the world turning over in my mind what I had to do that day--had I checked the ZB put spreads Should I again add to my SPX puts Could I trust Powell to do the right thing - as I lay in that dark hour I was aghast to realize that something within me long"
X Link 2024-05-15T20:44Z [----] followers, 11K engagements

"Another night at the opera - this time Nabucco but first some saganaki the king of cheese"
X Link 2024-10-25T22:58Z [----] followers, [----] engagements

"@JapanDeepValue1 @taobanker Join me in the agony of steadily adding to $RFIX a [--] year call on 10Y rates a near [--] duration. The water is warm"
X Link 2026-01-21T05:57Z [----] followers, [----] engagements

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