Jorge

Saved by Jesus Christ ✝️, Loving husband, Architect. 🇺🇸 Make America Great Again 🇺🇸

[Jorge @JorgeDCubas]

FTC and BBB about your company, @eatlineage . Can you help? My order # is LP3416385, it’s been 30 days and I have not received my items and haven’t even been shipped. Let me know.

[Jorge @JorgeDCubas]

@paulsaladinomd

Paul, I ordered creatine and collagen from @eatlineage over 30 days ago. I contacted customer service about my order multiple times and no one has provided a solution or been able to help. Im making a final attempt to get help before I file a complaint with the

[Jorge @JorgeDCubas]

@NoLimitGains Can you just say it?

[Jorge @JorgeDCubas]

@ClownWorld Its AI

[Jorge @JorgeDCubas]

@NoLimitGains @NoLimitGains what happens next?

[Jorge @JorgeDCubas]

@KobeissiLetter What step is this in the playbook?

[Jorge @JorgeDCubas]

@PBDsPodcast can you guys cover this?

[Bull Theory @BullTheoryio]

🚨WHILE YOU PAID THE TARIFFS, INSIDERS ARE MAKING 5X ON THE REFUNDS.

Howard Lutnick used to run Cantor Fitzgerald. He moved from running a Wall Street firm to holding a top position inside the US government, directly involved in trade and economic policy.

After he stepped down, his sons took control of Cantor. Now here is where it gets serious.

Last year, when Trump imposed massive tariffs under emergency powers, companies across the US paid billions in duties. Many of those tariffs were being challenged in court.

Cantor reportedly offered companies cash in exchange for the rights to any future tariff refunds. Not full value but 20 to 30 cents on the dollar.

If a company had a $100 million refund claim, they could take $20-30 million immediately and hand over the full claim.

Why would anyone buy that?

Because if the courts later cancel those tariffs, whoever owns the claim collects the full amount.

Now fast forward.

The Supreme Court blocked key emergency tariffs. That means those refund claims just became real money. So ask the obvious question:

How did a firm run by the Commerce Secretary’s sons build a trade around the legal collapse of tariffs imposed by the same administration?

Did they have special information?
Did they understand the legal risk better than everyone else?
Did they see something coming?

No one is saying a crime has been proven. But this is exactly how insider style advantages work.

You don’t need to trade on a secret memo.

You just need early visibility into policy direction, legal weakness, or political signals that regular investors don’t have.

Howard Lutnick is not a random person. He sits inside the government. His family firm structured a trade directly tied to the legal survival of tariffs created by that government.

Regular Americans paid higher prices because of those tariffs.

Companies struggled.

Meanwhile, a politically connected firm set up a position that could pay out 3 to 5 times the money if the courts ruled against those tariffs.

Even if this was technically allowed, the structure is clear:

Government imposes policy.
Policy creates uncertainty.
Connected firm monetizes the uncertainty.
Court rules.
Trade pays out.

When government decisions become investment opportunities for people tied to power, the system stops looking fair. This is exactly why trust in Washington keeps collapsing.

[Jorge @JorgeDCubas]

@MarioNawfal @DavidDTawil you are really making this show terrible to listen to by allowing @gnoble79 to throw a tantrum.

[Jorge @JorgeDCubas]

@kevinxu Imagine being able to understand this

[Jorge @JorgeDCubas]

@MarioNawfal Any thoughts on PYPL earnings and new CEO?

[Jorge @JorgeDCubas]

@thedankoe Can u do 1 that takes 5 mins or less? Make sure it’s at my reading speed. Please and thank u

[Jorge @JorgeDCubas]

Why is this in my peanut butter?

Care to explain @Walmart

[Jorge @JorgeDCubas]

@grok

How much is this knife worth?

Made in the USA by a blacksmith in Tennessee, local to the Gatlinburg area.

Damascus steel
Zebra wood
The eagle heads are carved from the tusk of an African Warthog.
And it has a crocodile skin sheath.

[Jorge @JorgeDCubas]

🚨BREAKING 🚨

Large police response to incident at LDS church.

"Salt Lake City / County Police, Fire and UHP".

[Jorge @JorgeDCubas]

@operationdanish 💯

[Jorge @JorgeDCubas]

@infraa_ @howardlutnick Dam, and here i was thinking im getting somewhere in life.. just to found out im poor and i can’t even qualify for food stamps

[Dr Danish @operationdanish]

I’m going to expose one bad actor after another. This one is from Mexico but claims to be American.

RT and turn on your notifications.

[Dr Danish @operationdanish]

I’m going to expose one bad actor after another. RT and turn on your notifications.

[James Wynn @JamesWynnReal]

I’m all-in.

I’m going to be completely and utterly honest here, and this is the gods honest truth.

I have sold my entire crypto portfolio (excluding long term $BTC spot that I will never sell).

And in the past few hours I have deployed all stables (30%) + and thrown it all on top of my short positions. No joke. As all-in as I can get. Pedal to the metal. Money where my mouth is.

I’m either going to make hundreds of millions from my leverage short positions or I will go bust.

If I go bust, it’s fine, I will take my BTC spot, cold storage, delete my X account and live off my real estate, and other passive incomes and still drive off into the sun set with my wife and 4 kids.

However, if I’m right, which I truly believe I am right, and we go lower $67-92K here’s the deal:

1. I’m wrong - I delete my account forever.

2. I’m right ($92k) - you do a public apology saying James Wynn was correct all along.

Deal? Comment deal. If you will adhere to this bet.

- Wynn

[Robert (infra 🏛️⌛️) @infraa_]

Guys...

I hate that I have to do this, but please: I have nothing against @JoeCarlasare
I go out of my way to not have issues with *anyone*- it's not my vibe and it's not productive. In fact, we agree on a lot and have had many productive conversations

The conversation earlier was frustrating and it seemed confrontational and hostile for no reason. That seems to be a recurring theme, and I'd wish it stopped because it's not warranted, nor useful

That being said, I think it's pretty clear that there was a miscommunication (or conflation) of two totally separate issues:

1. Joe was correct that the *fed funds* (unsecured, overnight interbank rate) is indeed within the Fed's corridor, which is bound by IORB to the upside and RRP to the downside:

2. SOFR (secured) and Fed funds (unsecured) are two totally different issues. Bringing up the unsecured market was a straw man.

I wasn't talking about stress in the unsecured market (even though, as evident above, FFR-RRP has increased by 4bps, it's still within the corridor)--

I was talking about stress in the SOFR market. SOFR has been above the Discount Window/SRF rate (the upper bound) for six consecutive days. Not a transient, 2bps that reverses the next day- six consecutive days and >10bps deltas the past two days.

This is *highly* unusual, as the DW/SRF serve as the Fed's upper bound on controlling the overnight cost of capital. There is no higher upper bound as he kept trying to claim (again, he was referring to a separate issue with FF)

The upper bound for overnight rates is the DW/SRF and it's 4%. Joe admitted that Friday, SOFR was 4.22% and yesterday it was 4.13%.

Well, DW/SRF is 4.0%... last I checked, that means SOFR is above their upper bound. This is pretty straightforward stuff: SOFR has been above the upper bound for six consecutive days.

This comes at a time where SOFR-RRP (or whatever SOFR spread you want to use) has been going absolutely vertical for over 2 months now.

This has happened straight through various month end's, quarter end's, tax deadlines, and all other sorts of dates that Joe has (condescendingly) dismissed as meaningless.

The spreads continue to widen and are not coming back in (as he's correct, that they USUALLY do). Yet, every day it's a new dismissive comment about why today's spread blowout doesn't matter...

Not only that, but the Fed's SRF has been getting tapped at an increasingly frequent, increasingly large amount.

As if this all isn't evidence enough, even Fed officials like Jerome Powell and Mary Logan have noted the *obvious* liquidity stress in repo markets in the past two weeks.

This is no longer some wing nut wacko ranting on X- it's now the Fed officials themselves, including their mouthpieces like Nick Timiraos and MSM outlets that are noting the *obvious, observable and quantifiable stress* in overnight funding markets

I seriously don't understand how someone can look at all of this and not make the obvious conclusion that there is a scarcity of liquidity available (and willing) to be lent, no different than in 2019 leading into the repo rate crisis.