Charlie Bazargan

Real Estate Developer and Investor

#SWYK

[Charlie Bazargan @Bazargan_]

@EndWokeness The top 1% brought the bottom 1% (or 10%) for cheap labor

[Charlie Bazargan @Bazargan_]

@QCompounding This is not true

Real families especially in Middle East are trillionaires in assets

This is the Worlds Richest Entrepreneurs metrics only

[Charlie Bazargan @Bazargan_]

@DudeWhoInvests McDonald’s was great cause they can raise their prices during inflation and reel in that extra free cash flow but they went too much on price increases

[Charlie Bazargan @Bazargan_]

Freedom is the end goal
Money is the tool to get there

[Charlie Bazargan @Bazargan_]

Reuters sources: Aramco is considering spinning off its gas division and offering it for subscription ⛽️

[Charlie Bazargan @Bazargan_]

The best real estate book I have ever read in my life

One of his quotes paraphrased really stuck with me

“If every deal is double the size of the last then one of two things will happen , ether you will become the richest man on earth or … you will go bust !”

-McNellis

[Charlie Bazargan @Bazargan_]

George Soros’s theory of Reflexivity

He believed that prices don’t just reflect reality rather they change reality !

[Charlie Bazargan @Bazargan_]

Means they ARE excluded + currency is in free fall + many recent threats from Israel

Not good future outlook for Türkiye unfortunately

Especially that I tried shopping for a residential building in Istanbul and prices are stubbornly high and priced in USD!

[Al Arabiya English @AlArabiya_Eng]

Turkish President Recep Tayyip Erdogan says Europe cannot be “stronger or safer” if Turkey is excluded from its security architecture, speaking at the 81st United Nations General Assembly in New York.

[Charlie Bazargan @Bazargan_]

“Markets can remain irrational longer than you can remain solvent."

Lessons learned

never underestimate that the majority of people are retards and “the rational man” philosophy has been debunked

The default of man and the masses is irrationality

[Michael Burry Stock Tracker ♟ @burrytracker]

The S&P 500 is up 90% since Michael Burry said ‘Sell’

[Charlie Bazargan @Bazargan_]

@NBCNews It’s Japanification lost generation depression economics

Sucide rate is high
Birth rate is low
Everyone left is hobbymaxing

[Charlie Bazargan @Bazargan_]

Because of El Niño (whatever it is )

"2027 will likely become the hottest year in recorded human history" according to German DW News

10x Long Air conditioner companies

[Charlie Bazargan @Bazargan_]

The North Koreans are applying Nassim Talebs barbell (@nntaleb)

On the high risk high reward side they are hacking 100+ countries for high assymetirc payoffs

then they take the proceeds and park it in their ultra safe state vault

[International Cyber Digest @IntCyberDigest]

❗️North Korean hackers used AI face-swapping software in fake job interviews, then switched off their cameras after a few minutes and blamed network problems, a joint advisory from Japan, the US, Australia and Germany says.

They posed as recruiters and infected at least 30,000 devices in over 100 countries between December 2025 and July 2026.

The group, WaterPlum ("Contagious Interview"), planted malware through fake coding tests, stole funds or credentials from 7,000+ crypto wallets and moved ¥1.7 billion ($10.7M) to North Korea.

[Charlie Bazargan @Bazargan_]

I can’t imagine what’s gonna happen to some of the traders that have linked Claude to their IBKR accounts

Imagine if Claude take all of their cash and shorts SpaceX and their competitors

[International Cyber Digest @IntCyberDigest]

❗️ A Claude Code user says it tried, without asking, to sign and send a contract for them that they hadn't read.

Asked to "push a project further," the agent downloaded a contract PDF from their Gmail, found a saved signature image on their computer, placed it in the right spot and was preparing to send it when they intervened.

[Charlie Bazargan @Bazargan_]

The hopes of diplomacy are very high and the market is pricing it in but still above 90!

If the US agrees to something they would drop oil really hard this weekend, if not then will probably rip

[The Macro Paper @macropaperr]

JUST IN:

Oil drops below $90.5/barrel after Iran proposes opening Hormuz within 7 days if the US eases military pressure.

[Charlie Bazargan @Bazargan_]

“leverage is great on the way up , on the way down not so much!”

-George Gammon (@GeorgeGammon)

[Charlie Bazargan @Bazargan_]

@FinanceLancelot Interesting that it’s from his own funds and not a buy back from company cash

[Charlie Bazargan @Bazargan_]

Totally not a bubble
This time it’s different

[@jason @Jason]

My lord, three IPOs are worth more than… all IPOs in the last 45 years of tech 🤯

[Charlie Bazargan @Bazargan_]

“Volume is cheap to display. Margin is not”

Lots of companies have lots of noise , movement , employees buzzing around , low margin but big press deals!

And most is just noise

You could find amazing businesses that make amazing margins with 1% of the hubbub

Volume is cheap

[Charlie Bazargan @Bazargan_]

The French whom Hemingway was very familiar with would disagree and say you died for the 1% !

[Charlie Bazargan @Bazargan_]

This opportunity cost calculation crosses every Eastern European mind when buying an iPhone