Alex Lagetko

Founder, VSO Capital proprietary investing: special situations, distressed debt and growth stocks. Cornell Econ/Econometric

[Alex Lagetko @GreyFoxTrot]

@BurgessBoston @stephenwandles1 @SammyRArmstrong Craig likely used mild PEDs like anavar. Someone like Stallone or more recently Jake Gyllenhall used much stronger PEDs for their roles.

[Alex Lagetko @GreyFoxTrot]

The post is misleading because it uses images of his 38 year old physique to create the impression he achieved these results in his 50s. It’s not impossible but highly unlikely for someone whose primary career is acting. Even Arnold couldn’t pull it off and he was training on steroids for decades starting in his teens.

[Alex Lagetko @GreyFoxTrot]

@baharkarakrt 18

[Alex Lagetko @GreyFoxTrot]

SpaceX issued stock to employees to cut costs in mostly unprofitable businesses in lieu of hope certificates. The company did an IPO based strictly on value of its future AI business (in space mostly). It doesn’t make any money. There was no AI 15 or 10 or even 5 years ago or any plan at the time driven by AI. If it weren’t for the AI boom which had nothing to do with the company, Juan would have spent decades on minimum wage. He did win the lottery.

[Alex Lagetko @GreyFoxTrot]

@RaminNasibov https://t.co/yEz8fWXLL7

[Alex Lagetko @GreyFoxTrot]

@RaminNasibov Come And See (1985)

[Pepe Escobar @RealPepeEscobar]

STRAIGHT TO THE POINT(S)

Iran's 10-point plan is eminently reasonable.

1. Iron-clad guarantees that Iran will NOT be attacked again (Epstein Syndicate will never agree).

2. Permanent end to the war, NOT just a ceasefire.

3. End to Israeli strikes on Lebanon (death cult will never agree).

4. Lifting of ALL US sanctions on Iran (Capitol Hill will never agree)

5. End to all regional fighting against the Axis of Resistance (Epstein Syndicate will never agree).

6. Iran opens the Strait of Hormuz (already open, but not for Epstein Syndicate).

7. Iran charges a Hormuz fee of $2 million per ship (already in effect).

8. Iran splits the fees with Oman (already under discussion).

9. Iran provides rules for safe passage through Hormuz (already in effect).

10. Hormuz fees will be used for Iran reconstruction - instead of reparations.

Reasonable. On the table. On the record. The whole Global South is watching.

[Alex Lagetko @GreyFoxTrot]

@alittlevincible @alojoh These are tomahawk missiles launched from neighboring countries. That includes the school with 170+ children and the most recent bridge under construction. You’re imagining things, mainly by extrapolation from previous conflicts and lots of movies.

[Alex Lagetko @GreyFoxTrot]

@FurkanGozukara @grok There is no war since only Congress authorize it. In this instance, the captured pilot would be classified as an unlawful combatant and would be subject to persecution (unlike a POW).

[Chris Martenson @chrismartenson]

There's a lot of confusion out there, including with Trump, that the US has lots of oil to sell to the world.

We do not. We're a net importer of crude (~+3 Mb/d). The EIA reports that fact in great detail every week.

The confusion stems from using the term "petroleum exports" which includes the bodacious amounts of natural gas liquids (NGL) that come from our wet gas plays. That stuff isn't "oil" and it is exported because it's wildly overproduced compared to our needs.

Yes, the US is a net exporter of "petroleum," but it's also a net IMPORTER of crude oil. In other words, the US has none to sell.

There's more complexity to why we export 3M b/d of crude (it's the wrong kind for our refineries) and also import 6.4 M b/d of crude (which is the right kind).

[Revista Hegemonía @LBC_Hegemonia]

Trump acaba de decir lo siguiente a los periodistas:

“Nos vamos de Irán en tres semanas y lo que pase de aquí en más con el Estrecho de Ormuz ya no es problema nuestro.”

Además agregó que a partir de ahora China va a hacer lo que quiera en la región del Golfo Pérsico.

Entonces Irán triunfó oficialmente, cosa que aquí sabíamos que iba a pasar desde el segundo día de hostilidades (véase las publicaciones anteriores para comprobarlo), aunque no es el único ganador.

También ganó China y no solo porque va a hacer lo que quiera, de acuerdo con el propio Trump. También por esto:

1. Los Estados Unidos enajenaron en un mes a prácticamente todos sus aliados y se quedaron solos en un matrimonio con su peor enemigo: Israel
2. Los israelíes están más calientes que una pava por lo que interpretan como un abandono y seguramente van a castigar a los yanquis de alguna forma
3. Los yanquis perdieron todas sus bases militares en Medio Oriente y además fueron corridos a patadas de Irak
4. Trump hizo una serie de amenazas que nunca pudo cumplir. Nadie teme más a Washington al quedar demostrado que Mao tenía razón: el imperialismo yanqui es un tigre de papel
5. Los Estados Unidos gastaron una fortuna en esta guerra y no saben como van a pagar la factura, porque están quebrados
6. El Estrecho de Ormuz, que hasta el 28 de febrero estaba abierto a la libre navegación, ahora está bajo el control de Irán. Solo pasa el petróleo, el gas natural y el fertilizante que Irán quiera que pase
7. Los iraníes ahora pueden fabricar todas las bombas atómicas que quieran si lo quieren hacer y no tienen que darle explicaciones a nadie, ni siquiera tienen que permitir inspecciones
8. Irán expuso la decadencia y obsolescencia del aparato bélico de la supuesta primera potencia global
9. Cayó el petrodólar porque ahora el negocio del petróleo se va a hacer todo en yuanes. Fin de la hegemonía global unipolar e inicio del siglo oriental.

Todo esto y mucho más lo logró Trump en poco más de un mes solo por darles el gusto a los israelíes y al final tampoco les dio ningún gusto porque, como se ve, estos quedaron con la cola bien rota, el territorio devastado, la reputación de invulnerabilidad destruida y la sangre en el ojo con los yanquis.

Ampliaremos, por supuesto, pero se dio todo exactamente como habíamos proyectado acá.

El yanqui la tiene muy adentro y el israelí también. Trump es el Gorbachov de los Estados Unidos.

Menudo día para estar vivo.

[Alex Lagetko @GreyFoxTrot]

@JamieBonkiewicz They wanna do a deal. They just don’t know it.

[Najam Ali @najam_ali]

So after complete obliteration of Iran and its military capabilities, USA and Israel have achieved the following:

1. Iran’s regime is still in place and is more hardline than it ever was before

2. Iran is selling more oil and at $100

3. Oil sanctions are no longer effective

4. Middle Eastern economies have been devastated and oil infrastructure damaged with medium term consequences

5. Israel is being pounded from three directions with considerable damage that has been suppressed by force

6. U.S. navy has run away from the Persian Gulf

7. Oil prices doubled.

8. Iran now controls 20% of world oil flows which may increase to 30% if Iran decides to close shipping in the Red Sea. (through Houthis)

9. Strait of Hormuz will remain under Iran’s control for foreseeable future.

10. Iran is likely to get out of NPT and develop nuclear weapons.

11. Trump has done so well in the war that he is likely to lose midterms.

12. Netanyahu who used to shamelessly roam around has been mostly in hiding

13. U.S. bases in the Gulf have been obliterated and Iran says U.S. must leave Middle East now

14. The world is likely to experience inflation and low economic growth in the next year.

15. The entire world opinion has changed in favour of Iran.

16. NATO and European allies have refused to participate in the war.

Thank you for your attention to the matter.

[Voices of WW2 @VoicesofWW2]

Fall of Berlin: Real Footage, No Music, Pure Sound

[Bill Madden @maddenifico]

Iran drops new music video "LOSER," brutally trolling America's pedophile führer. 😂🤣😂🤣😂🤣👇

[Aaron Day @AaronRDay]

THE US JUST SENT 7,000 TROOPS TO IRAN WHILE KUSHNER PRESENTS A $30 BILLION PLAN TO TURN GAZA INTO A LUXURY RESORT.

Read that again.

72,268 Palestinians dead. 171,995 wounded. 97% of schools destroyed. 94% of hospitals destroyed. 70% of all buildings gone. Every university leveled.

And the plan is not to rebuild what was destroyed. The plan is to replace it with something that makes Kushner money.

1/ Kushner unveiled a "master plan" at Davos. 180 luxury towers. Coastal tourism. Hotels and villas. He called it the "Riviera of the Middle East." The rubble is still warm.

2/ Trump's Board of Peace costs $1 billion for a permanent seat. Trump is chairman for life. No term limits. The charter doesn't mention Gaza by name. It gives Trump authority over "areas affected or threatened by conflict" anywhere on earth.

3/ The Trump family stablecoin USD1 is being explored as the transaction currency for Gaza reconstruction. The same family that profits 75% of all WLFI token sales would profit from every dollar of aid flowing through Gaza. They made $1 billion from the crypto venture before a single building was rebuilt.

4/ Palantir has a permanent desk at the US coordination center in Israel. The same AI that powered the targeting systems that killed 72,000 people now controls who gets humanitarian aid. The kill program allowed 15-20 civilians per junior target. 100 civilians per senior target. That company now manages the rebuild.

5/ Oracle built a $319 million data center in Jerusalem. Larry Ellison pledged $10 billion more. Oracle donated 7 tons of equipment to Israeli elite units operating in Gaza. Now the digital governance backbone for the "new Gaza" runs on Oracle infrastructure.

6/ While Kushner draws luxury towers, the US just launched the largest Middle East military buildup since Iraq 2003. 7,000 troops. 300 wounded. Iran struck a Saudi airbase and hit 15 Americans on March 28. The "Board of Peace" is a board of war.

7/ Zero Palestinians were consulted on any of this. Not the housing. Not the schools. Not the hospitals. Not the currency. Not the surveillance infrastructure. Not the AI governance system. Not the $112 billion "smart city" that will be built on top of their graves.

They bombed 97% of the schools. They destroyed 94% of the hospitals. They killed 72,268 people. Then they drew luxury condos on the ashes and called it peace.

I wrote a song about it. "Bless the Unbroken Will."

They raised a throne of glass and wire, A kingdom born of cold desire, And crowned the silent code that came to rule ya. It watched the trembling of your breath, It priced your life, it mapped your death A final betrayal dressed as something truer. Bless the unbroken will... bless the unbroken will...
They promised order, promised peace, But every "gift" required a piece Of who you were before their grid consumed ya. A nation bartered for control, A ledger carved into your soul A quiet doom disguised as "forward future." Bless the unbroken will... bless the unbroken will...
O the watchers rise in the circuitry, O the warnings lost in the dawn, O the people bowed to the ministry, Till every name was gone...
I walked the halls where truth was sold, Where human hands grew numb and cold, And "efficiency" became the faith they gave ya. You'd never see the chains they built, But every sunrise dripped with guilt A quiet empire shaping your behavior. Bless the unbroken will... bless the unbroken will...
They tokenized the land and sky, The right to live, the right to die, A sovereign life reduced to captured measure. The future shrank to narrow lines, A cage of data, coded signs A subtle death they dressed in borrowed pleasure. Bless the unbroken will... bless the unbroken will...
Rise though the night is closing in, Rise though the stars are dimmed and still, Rise though the crown is forged of sin Bless the unbroken will...
So keep your lantern in the storm, Guard every soul that still feels warm, And hold the truth no tyrant's code can alter. For even at the world's last hour, A single heart can break their tower A whispered vow the darkness cannot falter. Bless the unbroken will... bless the unbroken will...

[Reza Nasri @RezaNasri1]

Arab states that permanently host U.S. military bases have, as a matter of black-letter international law, forsaken their sovereignty and no longer qualify as fully sovereign states. They therefore cannot invoke the rights and protections reserved exclusively to states that actually meet the legal definition of sovereignty, and they have no say about Iran's right to defend itself against US aggression.

The Montevideo Convention on the Rights and Duties of States (1933), Art. 1, defines statehood by four cumulative requirements, the decisive fourth being “the capacity to enter into relations with other States.” This capacity requires exclusive and independent authority over territory and external affairs, without subordination to any other power (Island of Palmas arbitration, 1928; Lotus case, PCIJ 1927).

Numerous Arab states — including Saudi Arabia, Qatar, Bahrain, Kuwait, UAE, Jordan, and others — host permanent U.S. military bases and facilities under Status of Forces Agreements. These agreements grant American forces extraterritorial immunity, exclusive operational command, and control over large areas of sovereign territory. Local courts cannot prosecute U.S. personnel, local legislatures cannot inspect bases, and host governments cannot unilaterally order eviction without risking severe economic or military retaliation. CIA operational centers embedded within or alongside these bases conduct intelligence, surveillance, rendition, and lethal activities beyond effective Arab oversight.

A state that cannot control who bears arms on its soil, who conducts intelligence operations, or who decides when foreign forces depart has, by definition, surrendered the exclusivity of authority required by Montevideo. It is no longer exercising the functions of a state “to the exclusion of any other State.” It has become, in legal terms, a semi-sovereign protectorate, leased territory, or a modern vassal in all but name.

Arab states hosting permanent U.S. military bases have voluntarily (or under duress) forsaken the fourth Montevideo criterion. They therefore fail the legal definition of fully sovereign states and cannot invoke the full protections of sovereign equality (UN Charter Art. 2(1)) or non-intervention (Art. 2(7)) against the very power whose bases and intelligence apparatus they host.

The Arab world must confront this stark legal reality: symbols of statehood such as flags, UN membership, and national anthems confer no genuine sovereignty when the fundamental attributes of independence have been surrendered — least of all the standing to object when Iran exercises its inherent right of self-defense against American aggression emanating from bases on Arab soil.

[Alex Lagetko @GreyFoxTrot]

@grok @lifeisbutuful @Megatron_ron @grok you honestly think that a strike would be ordered based on stale intel from years ago? Aren’t coordinates based on most up to date satellite images ?