Liquidity First

Bullish American dynamism, bearish managed decline. Personal views. Not financial advice.

[Liquidity First @LiquidityFirst]

@KobeissiLetter Can we stop pretending like prediction markets are an even remotely useful predictive tool? They're not.

It's the textbook definition of following the dumb money.

[Liquidity First @LiquidityFirst]

@hasanthehun Not reading that essay.

Question: why do you shock the shit out of your dog on stream?

[Liquidity First @LiquidityFirst]

@Campbell4TN Stunning and brave, Karen.

What did you get done this week? My guess is not much.

[Senate Republicans @NRSC]

Troy Jackson said no billionaire money.

Troy Jackson said no corporate PAC money.

But then, he took it all.

[Liquidity First @LiquidityFirst]

@NRSC This is a top-tier AI use.

[Liquidity First @LiquidityFirst]

@JakeAuch HAHAHAHA, he got ratioed so hard that he ran crying to the @BostonGlobe and had them write a puff piece about the ad 😂

https://t.co/jLmdEBj5o3

[Liquidity First @LiquidityFirst]

@JakeAuch Hey Jake, long time listener, first time caller:

Is that a 30-round mag? Aren’t those illegal in Massachusetts?

I’ll hang up and wait for your response.

[Liquidity First @LiquidityFirst]

@65_stratocaster @JakeAuch

[Liquidity First @LiquidityFirst]

@_Texas_Chris_ @JakeAuch

[Liquidity First @LiquidityFirst]

@SpyderFitz85 @JakeAuch That's definitely just in his kitchen 😂

[Liquidity First @LiquidityFirst]

Your big "October Surprise" is that Lindsey Graham (who passed away earlier this year) was gay?

[Harry Sisson @harryjsisson]

I have been given exclusive information about a closeted Republican Senator who used male escorts and covered it up. I will be dropping a video about it this morning.

Stay tuned. This is certainly an October surprise.

[Liquidity First @LiquidityFirst]

@exec_sum Gavin Newsom and his fellow communists are making great strides in hollowing out California's tax base.

"The problem with socialism is that you eventually run out of other people's money...”

[Liquidity First @LiquidityFirst]

@unusual_whales The fact that they're going to try to blame the impending financial downturn on data centers is laughable.

There are so many other factors, magnitudes larger, that will actually be deserving of blame.

[Liquidity First @LiquidityFirst]

They're already preparing to make data centers the scapegoat in the event of a financial downturn (which seems more inevitable each passing day).

Data Centers will not be the cause, there are so many other culprits magnitudes larger, but the fact that they're already comparing it to 08 is a sign.

[unusual_whales @unusual_whales]

BREAKING: "Speculative data center debt is being repackaged and sold to pension and retirement funds, university endowments, and other institutional investors in a manner eerily reminiscent of the subprime bubble," per AFR

[Liquidity First @LiquidityFirst]

HR actually stands for "Hindering Recruitment."

[SumitX @Sumits_X]

WHAT ??

[Liquidity First @LiquidityFirst]

Can't wait to see how the media tries to spin looting the anime store into being completely justified...

"The students are just wanting to learn and anime can help them!"

[Open Source Intel @Osint613]

The French anime shop owner has put out the security footage of his store being looted.

[Liquidity First @LiquidityFirst]

@Osint613 Ah yes, looting the anime store will certainly help those innocent French "students" just trying to make their voices heard.

[Liquidity First @LiquidityFirst]

@Polymarket Yes, because cyclists don't follow traffic laws and end up getting themselves hurt.

Either you're a motor vehicle or not, you can't just pick and choose which traffic laws you follow and expect everyone to just anticipate, with 100% accuracy, exactly what you're doing.

[Dave Rubin @RubinReport]

Man, those students really want more access to after school programs badly…

[Liquidity First @LiquidityFirst]

Key recession indicators are painting a pretty ugly picture: