MartingaleCapital

[MartingaleCapital @MartingaleTrade]

@LDrogen There’s a new digital divide - those who think AI just makes slop and refuse it, and those who can use it as a super power to 10 or 100x their impact. Druck is just a bit ahead, as usual.

Also his thesis is just correct. This AI debate distracts from that awkward truth.

[MartingaleCapital @MartingaleTrade]

@Choosey_Beggar @GordonJohnson19 No - the Quantum pound short was put on by Druck and Soros encouraged him to size it up.

Bessent was on the European team doing analysis, but he was not trading it.

Every time he’s managed money directly he’s failed, just like his boss.

[MartingaleCapital @MartingaleTrade]

@tradeanalytica @JesseCohenInv Or maybe it’s time zones, weekends and exchange opening hours

🤣 🤦‍♂️ 🤡

[MartingaleCapital @MartingaleTrade]

@Brad76_ @_MAGA_NEWS_

[MartingaleCapital @MartingaleTrade]

@LieutenantPonzi @AntiTrumpCanada Cope harder, Ponzi. There was a time when Americans knew ideas and character have real power.

You bet on Trump and were wrong. Don’t bag hold to zero.

[MartingaleCapital @MartingaleTrade]

@PossumPolitic @RonFilipkowski Sorry, which Democrats have seized another country’s natural resources by force and are keeping the proceeds? Not that it would be ok if it went to general government revenues but a private slush fund in Qatar?

Seriously wtf are you talking about? There’s no equivalency here

[MartingaleCapital @MartingaleTrade]

@ShaunIsntFunny @Acyn You have that backwards - if Taiwan can’t sell to China’s adversaries, ONLY China will get Taiwan’s chips and only China will be able to sell finished electronics. They’d have a temporary global high tech monopoly

[MartingaleCapital @MartingaleTrade]

@PaulSmith1921 @MaritStiles Screw that. He’s corrupt. Time to say it loudly

[MartingaleCapital @MartingaleTrade]

@unhealthytruth @broadwaybabyto No - grok said it’s not a statewide ban but if you really think creeping bottom-up emergence of thought police and this growing totalitarian control is ok, you are either a fascist or need to learn some history.

[MartingaleCapital @MartingaleTrade]

@chickengenius Why would the floor be NAV? What was the discount on ETHE and GBTC in 22/23?

Without a create / redeem feature NAV is no floor. No reason it can’t trade 55%+ below NAV like ETHE did for ages

[MartingaleCapital @MartingaleTrade]

@0xKuzco @finphysnerd True for pod shops and l/s but check out quant/HFT trading/dev/research groups and you’ll find lots. All about results rather than bro culture

[MartingaleCapital @MartingaleTrade]

@jasonjamesbnn It’s called an order in council and yes, it very much is a thing in our parliamentary system. You maple magas are either really ignorant about Canada or are lying. 🤔

[MartingaleCapital @MartingaleTrade]

@dgt10011 Oh you think these things are real, rather than distraction fairy dust, spoon fed to idiots to pass a debt-binge of a budget that still hurts as many people as possible

Ok maybe 😉

I’m sure this set of policies is on the up and up and they will see them through this time

[MartingaleCapital @MartingaleTrade]

@snowmaga He’s very reminiscent of what used to be a Progressive Conservative. If the Cons can ditch the meanness and rediscover compassionate pragmatism, they’d win more elections. This seems very clear.

[MartingaleCapital @MartingaleTrade]

@trackingdonald @matt_vanswol Do Americans get news of the millions of HIV patients getting AIDS symptoms or millions starving in places like Sudan to due to DOGE? The rest of the world knows this well and are horrified that anyone could support this cruelty. Why not plan orderly handovers of these programs?

[MartingaleCapital @MartingaleTrade]

@SNewmanPodcast How exactly is mineral extraction supposed to happen in a war zone on land either occupied or being fought over with Russia? Pretty much everyone understands this is a fake piece of paper written to appease Trump and his moron cult.

[MartingaleCapital @MartingaleTrade]

@koshercockney @drmeenalviz Bringing a phone that doesn’t have your social media on it is now standard advice for any business travellers to the US. Any large company with a good security team is recommending this.

Until a few months ago that was only true for visits to totalitarian countries. Sad.

[MartingaleCapital @MartingaleTrade]

@voytechs @farzyness You have it backwards. The board needs investors to know it’s doing its job and considering a new CEO otherwise they are absolutely going to get sued by shareholders. The Board cannot allow a CEO to not show up to work while destroying the brand. Ask Travis/Uber how that ends.

[MartingaleCapital @MartingaleTrade]

@ryangerritsen It’s so distasteful how some people are ignorant of the history of why we have secret ballots and why partisan activity is not allowed at the polls.

If you want to cheer for a team go to a game but when you are voting some decorum is appropriate.

[MartingaleCapital @MartingaleTrade]

@Lostisl54521696 @SpencerHakimian 3 reasons

1. Waste & corruption <> things you politically disagree with

2. The loss of ability to collect tax revenue will cost more than $150b so its a big net loss

3. Terminating USAID with no notice is evil. Result is starvation and resumption of the global AIDS epidemic