Marcus

Sektion 27

[Tim Walz @Tim_Walz]

Found an imaginary problem, said only they could fix it, didn’t listen to experts, hired buddies who grifted millions, failed miserably, bragged how great it went.

The entire Trump presidency in a nutshell.

[Marcus @Bullethega]

@Engbl0m Tror dom flesta gör det för att hylla sina föräldrar så tror inte man ska se det som att man inte ser sig som svensk eller är tacksam för att bo i Sverige.

[Marcus @Bullethega]

@dise_tv @Richard_Brase 69 000

[Qasem Al-Ali @AlaliQasem]

SpaceX IPO is loading.

But this isn’t a listing.

This is the most carefully engineered insider exit Wall Street has ever signed off on.

Thread 🧵

[Marcus Larsson @Skolinkvisition]

Snabbkurs i skolfiffel:

- Äg både skol- och fastighetsföretag.
- Ge dig själv skyhög rektorslön.
- Flytta skolföretagets pengar till fastighetsföretaget.
- Hänvisa till resursbrist när du inte ger elever stöd.
- Gör aktieutdelning i fastighetsbolaget.
https://t.co/KfKKk68ZJr

[Marcus @Bullethega]

@cmuggla Ligger kvar i Vår Energi.
Ca ~7,5% kvar i ordinarie DA + extra utdelning och förväntad norsk kronförstärkning om ca~10% mot sek = bra betalt för potentiellt stor uppsida, frågan är när.
Worst case får man ligga å käka DA 2-3 år till då nästa cykliska uppgång i oljepris väntas.

[Anonymous @YourAnonCentral]

Kaja Kallas warns that the US, China, and Russia all dislike the EU and prefer a divided Europe because a united EU represents a force capable of challenging their dominance.

[Marcus @Bullethega]

@Phreds040 Det säger vell allt om högervågen i väst i dag.
Alla har tagit sina åsikter och fakta från nån på YouTube samt här på x för man har blivit helt Inkapabel att tänka själv, skapa egna åsikter och söka information.
Man spelar på folks känslor så dom inte ska lita på fakta.

[Joakim 🌹🇳🇴🇪🇺 @joakial_]

Also, your income is not created in isolation. It depends on institutions, infrastructure, and social arrangements funded collectively through taxes, so the idea that you’re entitled to every cent of it doesn’t really make sense. No one’s an island.

[Marcus @Bullethega]

@hammarbyfotboll Man måste ändå ge er att ni är principfasta med att vinna inte är något viktigt för er, det ska ni ha en eloge för i dessa moderna tider💪

[Marcus @Bullethega]

@aktiechaffisen Genomsnittligt realiserat pris var lägre q1 2026($76,8) vs 2025 ($78,7).
Men väntas göra stora vinster framåt (fått ca $130 per fat hittills för april) samt gas priser som lär öka(q1 pris lägre än 2025).
Förväntad utdelning under 2026 ca $1.2B men lär öka med vinsten.

[Peter Lukacs Research @Peter_Lukacs_R]

$VAR VAR Energi had a good April

[Marcus @Bullethega]

@PelleWiman Du menar en spelare som flertalet gånger utsetts till allsvenskans bästa spelare samt en före detta PL kapten som dessutom tidigare krossade all statistik enligt fotbollslabbet bland mittbackar helt tappat förmågan att spela fotboll?
Dom andra 9 på planen har inget ansvar då?

[Marcus @Bullethega]

@rallenilssonn Då har vi alltså identitetskris som ska in på lodrätt tre.

[Marcus @Bullethega]

@BajenAdam Dom saknar egen identitet.

[Marcus @Bullethega]

@KimSteen88 @Driverdagg @LennartBucht Du bevisar precis det jag skrev innan med att människor helt tappat förmågan att läsa, tyda och söka information.
Du skriver jag ljuger utan att presentera någon gon som helst fakta som backar upp dina påståenden.

[Marcus @Bullethega]

@KimSteen88 @Driverdagg @LennartBucht Jävlar vad svenskar har blivit tröga eller helt tappat förmågan att läsa.
Fack förhandlar fram en minimum löneökning, inget i detta hindrar din arbetsgivare att ge dig högre lön.
Försvinner facken så kan du glömma semester ersättning mm..

[Eric @amerix]

Most people are comfortable with corruption, theft, dishonesty, and injustice as long as it benefits them.

[Marcus @Bullethega]

@AktieN00ben @Spillepengen För att komma ner på dom nivåerna igen måste oljepriset ner under 60 dollar.
Visa gärna stöd för denna teori.
Goldman sachs kom precis med en nya analys där man ser det som troligt med olja runt 100$ per fat även för 2027.

[George Noble @gnoble79]

This is the most SHAMELESS structural manipulation of a major index I've ever seen.

SpaceX is preparing what could be the largest IPO in history.

Target valuation: $1.75 trillion.

That would make it the sixth-largest company in America on day one.

And Nasdaq wants the listing so badly they're literally CHANGING how the Nasdaq-100 works.

In February, Nasdaq published a "consultation" proposing sweeping changes to how companies enter the index. The timing is pure coincidence, of course.

Just like it's pure coincidence that SpaceX has reportedly made fast index inclusion a CONDITION of listing on Nasdaq.

Here's what they're proposing:

A new "Fast Entry" rule would let any newly listed company whose market cap ranks in the top 40 of current Nasdaq-100 members get added to the index after just 15 trading days.

No seasoning period. No liquidity requirements. Completely exempt from the standards every other company had to meet.

Currently, new public companies typically wait up to a year before they're eligible for major index inclusion.

That waiting period exists for a reason. It lets the market establish real price discovery. It protects passive investors from being forced into untested, illiquid stocks.

And Nasdaq wants to throw all of that out. For ONE listing.

But the Fast Entry rule isn't even the worst part...

The real scandal is the 5x float multiplier.

Right now, the S&P 500 uses a free-float adjusted methodology. If only 5% of a company's shares are available for public trading, the index weights you at 5% of total market cap.

That's common sense. You weight a company based on what investors can actually buy.

Nasdaq's current methodology already uses total market cap rather than free-float for weighting. But for very low-float stocks, they at least had a 10% minimum float threshold.

Under the new proposal, that threshold DISAPPEARS entirely.

Instead, any stock with less than 20% free float gets weighted at FIVE TIMES its actual float percentage, capped at 100%.

Do the math on SpaceX:

If SpaceX IPOs at $1.75 trillion and floats 5% of its shares, there would be roughly $87.5 billion worth of stock available for public trading.

Under Nasdaq's proposed 5x multiplier, the index would weight SpaceX at 25% of its total market cap. That means passive funds would be forced to buy as if SpaceX were a $437.5 billion company.

But only $87.5 billion of stock actually exists in the market.

You are forcing hundreds of billions in passive buying into a $87.5 billion float.

QQQ alone manages nearly $400 billion. The total Nasdaq-100 ecosystem represents over $1.4 trillion in exposure across ETFs, mutual funds, structured notes, and derivatives.

Every single passive vehicle tracking this index would be REQUIRED to buy SpaceX at whatever price the market dictates.

On Day 15.

With zero price discovery. Zero track record as a public company. And a float so thin you could read through it.

So what this actually does is it creates a structural wealth transfer mechanism.

The passive bid from index funds pushes the stock price higher. That higher price benefits exactly one group of people: the insiders and early investors who own the other 95% of the shares.

And when lock-up periods expire 90 to 180 days later? Those insiders sell into the artificially inflated passive bid. Your 401(k) is the exit liquidity.

This is the fundamental corruption of indexing.

Indexing used to be brilliant. Low cost. Efficient. You were free-riding on the price discovery done by active managers. The index reflected the market.

Now the index IS the market. Trillions of dollars flow blindly into whatever the index tells them to buy. And the people who control the index methodology are changing the rules to serve the interests of a single IPO candidate.

The S&P 500 requires companies to have at least 50% of shares available for public trading. It requires 6 to 12 months of seasoning. It uses free-float adjusted weighting so passive investors aren't buying phantom liquidity.

Nasdaq is doing the exact opposite. 15 days. No float requirement. 5x multiplier on insider-held shares.

Every passive investor in QQQ, QQQM, and every fund benchmarked to the Nasdaq-100 should understand what's about to happen:

The rules are being rewritten to benefit IPO issuers and early-stage insiders, and your capital is the tool being USED to enrich them.

45 years in this business and I've watched Wall Street find creative new ways to separate retail investors from their money in every cycle. But usually they at least try to be subtle about it.

This one they put in a PDF and called it a "consultation."

What's your take?