I placed $1.5 billion in futures at 6:50 AM.
Fourteen minutes before President Trump's Truth Social post. That's generous. Usually, I get five.
The S&P was barely breathing. Premarket Monday. The kind of quiet where a single order echoes through the entire book. I bought $1.5 billion in futures. The index moved 0.3% on my entry alone.
That's how thin the market was.
That's how empty the room was.
At the same time, I shorted $192 million in crude oil.
Then I sat there. Three screens. One coffee. The futures blinking green on the left, the oil contract bleeding red on the right, and in the center, a Truth Social feed set to refresh every four seconds. Fourteen minutes is a long time when you know what's coming.
Not because I was nervous.
Because I was early.
At 7:04 AM, the president posted. Productive discussions. Five-day halt on strikes. Peace talks with Iran.
S&P jumped 2.5%. Oil cratered 6%. My position gained $60 million before most Americans' alarm clocks went off.
Good morning.
Iran later denied that the talks ever happened. Called it fake news. The speaker of their parliament accused the president of manipulating financial markets.
The talks might not be real.
The sixty million dollars is.
The analytics accounts flagged it within the hour. "Unusual activity." "Orders 4-6x larger than anything else trading at the time."
That's their word for it. Unusual.
My word for it is Tuesday.
They always flag it. That's their function. Flagging is not investigating. Flagging is the system's way of noting that it saw something, documenting that it will do nothing, and calling that process oversight.
The actual investigation is conducted by the CFTC. The CFTC has one commissioner. Out of five seats. One.
The other four chairs are empty. Not vacant. Emptied. There is a difference. Vacant means nobody applied. Emptied means somebody decided the body responsible for policing futures markets should not have enough members to hold a vote.
That's not negligence. That's architecture.
You know what we call this pattern on the desk? TACO. Trump Always Chickens Out. Escalate on Friday, capitulate on Monday, and extract in the window between the decision and the post.
It's so reliable, we named it. We have a private Slack channel. #taco-tuesday. It updates automatically when Truth Social pushes a new geopolitical keyword.
We don't teach it as insider trading. We teach it as a market structure. New analysts learn it in their first week. By the second week, they stop flinching.
The phone rang at 6:47 AM. Three minutes before I entered the position. The call lasted ninety seconds.
Ninety seconds of context. $60 million of outcome.
You call that insider trading. I understand why. Insider trading is the word you learned. It's the crime from the movies. The whispered merger at a cocktail party. Four hundred shares of a mid-cap pharmaceutical. That gets prosecuted.
That's the version of this crime the system was built to catch.
What I do is different.
I place $1.5 billion against a war decision made in a room I have the phone number to. On a platform overseen by a commission with one member. In a market where the president's social media account is the most powerful price-setting mechanism on earth.
That's not insider trading.
That's infrastructure.
You would go to federal prison for trading on a tip from your brother-in-law. I made $60 million trading on a war. The difference is not the crime. The difference is the decimal point.
Americans paid for this war with four-dollar gas and sixteen billion in taxes. I paid for a phone call. We are not in the same economy.
Last month, $529 million was wagered on Polymarket's Iran strikes market. Six accounts pocketed $1.2 million. Deposited funds the same day. Hours before the bombs fell. One account cleared $553,000 at 17% odds, seventy-one minutes before public confirmation. He has not placed another bet since.
The president's son sits on Polymarket's advisory board. Two federal investigations into the platform were quietly dropped this year. Twelve government officials sold stocks in the weeks before the tariff crash. All of them reported the sales after the deadline.
Nobody calls any of that insider trading. They call it prediction markets. Delayed disclosures. Portfolio rebalancing. I call it the junior varsity version of what I do with futures.
An Oxford law professor called it the most far-reaching securities fraud in history. We call it the window.
Tomorrow, this will be gone. Buried under a new tariff. A new ultimatum. A new TACO. Next Monday at 6:50 AM, I will be here again. Coffee. Three screens. The phone. The ninety-second call. The fourteen-minute window.
The game isn't rigged.
Rigged implies something broke. Nothing broke. Every component is functioning exactly as specified. The one-member commission. The anonymous platforms. The four-second refresh on the Truth Social feed. The phone that rings at 6:47.
I didn't exploit a flaw in the system.
I am the system.
Left handed pen arm. Threw just 3 IP this Spring (gave up 1 ER). Fastball still sits 92-94 mph.
Had a 3.76 ERA over 38 appearances (38.1 IP) in his first full relief year with the Giants in 2025. Has 119 MLB appearances since 2018.
@lambo_raulG MEN LIE
WOMEN LIE
BUT NUMBERS DON'T $220,000 + profit 🔥
With the numbers I’m currently making, definitely acting like you now Raul 🤣
I’m truly grateful I made the decision to invest with you @lambo_raulG. It’s clear that not doing so would have been one of my biggest regrets.
Nio shares hit today a new 5-year low at $3.57 as the company raises $518M and prepares to launch eight models between April and the year-end. $NIO
https://t.co/jwRXnVoiim
Some fun news (and a hilarious idea) from DoorDash:
In honor of Scottie’s addition of ravioli to his Champions Dinner menu (if you know you know), DashPass members can get free ravioli with an order of $25 or more next weekend using the code RAVIOLI.
What a wild finish at Whirlwind! Congrats to Hyo Joo Kim for pulling through in a playoff to snag her 7th LPGA Tour win. The Thunderbirds are proud to back this incredible event with @LPGA & @Ford. #RESPECT
Another note with ASU being ranked No. 24 this week is that ASU and Coastal Carolina are the only two teams in the top 25 and top ten in terms of strength of schedule.
A big reason ASU was able to enter despite not having reached 20 wins yet.
@DevilsDigest
FED & State taxes due in 2 weeks. The business is profitable and we have zero debt besides 1 company car $TSLA we are financing. If I can do it, I believe $NIO can too. They just need to do better. They need to sell more, cut all unnecessary spending and make this company profitable by year end. I still believe in the company, the products and management. I'm not selling and I'm not buying. Just sitting to see what 2025 brings. Keep your negative bullshit to yourself, we knowwwww! ☠️