Bimmer Sales LTD

[The Maverick of Wall Street @TheMaverickWS]

CoreWeave snakes say the market is irrational for selling the company's bonds and stocks.

If the market is "irrational" for selling, then are CoreWeave executives also irrational for the insane amount of insider selling they're doing?

$CRWV

[Bimmer Sales LTD @BimmerLtd]

@RealSimpleAriel Selling 3 shares? They can’t even wait to sell at least 1000 at a time? Come one Nitil, leave a runner. You never know, it might 3X.

[Bimmer Sales LTD @BimmerLtd]

@jay30494 What about the funny accounting and off the book expenses that are not going into earnings. Perhaps some of these companies learned something from the past and the P/E doesn’t have to get that high even though in reality it may be. Just an observation

[Bimmer Sales LTD @BimmerLtd]

@unusual_whales Check out CRWD

[Ben Graham @BenGrahamUK]

I've seen many people saying the tiger at Yorkshire Wildlife Park should have been shot when the man entered its enclosure.

I couldn't disagree more.

From the footage I've seen, it looks extremely difficult to even get into that enclosure in the first place.

And from what I've heard, the staff did an incredible job reacting as quickly as they did, while showing restraint and avoiding killing an innocent tiger.

These are apex predators. They are extremely dangerous animals that will naturally attack humans when confronted in their territory.

Hopefully this magnificent animal isn't put down in the aftermath of this tragedy.

The tiger did nothing wrong.

[Bimmer Sales LTD @BimmerLtd]

@TraderJonesy Not trying to be argumentative but a 10 percent correction within 12 months is something we get once a year, almost guaranteed.

[Bimmer Sales LTD @BimmerLtd]

@al_xdpg Looking at the 10 day MA of 1 day/1week/1month/3month/6month/9month/52week new highs and lows usually councides with market bottoms. However, they also coincide with some decent drops when the market is near its ATH. Let’s see who flinches first

[Bimmer Sales LTD @BimmerLtd]

@jasongoepfert @TheShortBear And we know when Nasdaq put in the high before the 2022 bear market

[Bimmer Sales LTD @BimmerLtd]

@NoLimitGains That’s not even pocket change for him.

[Bimmer Sales LTD @BimmerLtd]

@Tazerface16 You do know that you’re posting on a platform owned by the man. Isn’t that hypocritical of you? I certainly wouldn’t have anything to do with a person I felt that way about.

[Daily Iran News @DailyIranNews]

THIS IS HIS TRUE FACE OF HIS SOUL!

[Rosie's Yemen Mocha @DarnelSugarfoo]

You will never convince me that this fucker is fully human.

[Aprajita Nafs Nefes 🦋 Ancient Believer @aprajitanefes]

🇮🇷|Ghalibaf Pointed at the Trap Bessent Is Standing In. He Didn't Attack. He Explained.

Bessent said Iran's economy would collapse in two weeks. Ghalibaf did not respond with a threat. He responded with arithmetic.

The US government borrowed for years at near-zero interest rates. Those loans are now maturing. To repay them, the Treasury must borrow again at rates several times higher. That is not a policy problem. That is a debt spiral. The US is refinancing old cheap debt with new expensive debt, and the gap between the two is growing every quarter.

The buyers are walking away. China and Japan, the two largest foreign holders of US Treasuries, are showing less appetite for new issuances. When your biggest creditors lose interest, you have to pay them more to keep them. That drives yields up. That drives the cost of servicing the existing debt up. That drives the deficit up. That requires more borrowing. The circle closes.

What Bessent Knows That He Won't Say

The US Treasury Secretary is not worried about Iran's economy. He is worried about his own bond auctions. He is worried about who will buy the next tranche of debt. He is worried about the fact that the Federal Reserve is shrinking its balance sheet while the Treasury is issuing more debt than ever. He is worried that the world's reserve currency is being supported by inertia, not confidence.

The Iran blockade is not a strategy. It is a distraction. Bessent needs to look tough on Iran because it is easier than explaining why the US is paying 5% on 10-year notes when it was paying 0.5% four years ago.

The Real Pressure Points

Ghalibaf identified three. They are not military. They are financial.

First: the refinancing wall. A significant portion of US debt was issued during the zero-rate era. That debt is maturing now. Rolling it over at current rates adds hundreds of billions to annual interest payments. That money does not go to infrastructure, education, or healthcare. It goes to bondholders. Many of them are foreign. Many of them are not friendly.

Second: the foreign buyer retreat. China has been reducing its Treasury holdings for years. Japan has been intervening to support the yen, which means selling Treasuries to buy dollars. When the largest buyers become sellers, the marginal buyer must be found elsewhere. That buyer demands a higher yield. The higher yield increases the deficit. The deficit requires more issuance. The circle tightens.

Third: the yield spiral. Higher yields mean higher borrowing costs for the government, for corporations, and for households. Mortgage rates rise. Credit card rates rise. Auto loan rates rise. Business investment falls. Consumer spending falls. Tax revenue falls. The deficit widens. The Treasury issues more debt. The yield rises again.

Why This Matters for Iran

Iran is not waiting for the US economy to collapse. Iran is waiting for the US to understand that it cannot fight a war, fund a blockade, service a debt, and maintain domestic stability at the same time.

Every dollar spent on targeting Iranian oil tankers is a dollar not spent on refinancing maturing debt. Every aircraft carrier deployed to the Persian Gulf is a liability on the Treasury's balance sheet. Every sanctions enforcement action against a foreign bank is a reminder to foreign creditors that the dollar system can be weaponized which makes them less likely to hold dollar assets.

Iran does not need to fire a shot at the US economy. The US economy is doing the damage to itself. Iran just needs to survive long enough for the math to finish.

[Bimmer Sales LTD @BimmerLtd]

@TheStripesGirl Where were the parents and family members of this poor girl. I can assure you that this would have been handled in my family.

[#Anonymous @TheStripesGirl]

"How are the women who work with Diego Sarabia at Wells Fargo supposed to feel safe knowing he’s a rapist? And not just any old rapist, but a 7-hour long gang rapist"?
Sarabia is one of the Cornell University hang rapists.

#Anonymous
#AnonCrimeWatch

[Bimmer Sales LTD @BimmerLtd]

@RGIII @OuttaPocketRG3 This is why I stopped watching this crap. You might as well play touch football. I’m from the LT era so the game is just a joke now. They want high scoring games to feed all the gambling companies

[Roshan Rinaldi @Roshan_Rinaldi]

This is the home of Flock CEO Garret Langley, who had his own house blurred off Google Street View because,... he wants privacy.

So some Internet prankster marked his house on Google Maps,... as a public toilet.

😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆AHAHAHA😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆😆

[Bimmer Sales LTD @BimmerLtd]

@Roshan_Rinaldi He just looks like a weasel

[Bethany O’Leary 🇺🇸 🦅 @BethanyForTruth]

🚨THIS IS WILD: Josh Thomas, a Flock Safety executive, told an investigative reporter that “Americans who don’t want their vehicles captured by the company’s surveillance cameras can opt out of society.”

And then months later, a Flock employee called POLICE on that same reporter for filming him installing one of their cameras on a public road.

Three cop cars responded. The reporter identified himself as a journalist and was released without charges.

Wow…ok sooo Flock can record YOU driving around in public, but point a camera back at THEM and suddenly they’re a raccoon caught stealing cat food at 3 a.m. staring directly into the Ring camera. 😭 💀

The irony could power the entire electrical grid. 😂

What are your thoughts on this?