Marcus

Market Trader and whiskey drinker whose full of useless information. Red Forman fan.

[Marcus @Stock6140]

Few

https://t.co/L5tCM6SwsO

[Marcus @Stock6140]

@DeItaone More part time jobs were added vs full time lost

[Marcus @Stock6140]

@vtchakarova I have swamp land in Florida I need to sell

[Peter Girnus 🦅 @gothburz]

I am William Pulte, and as of this morning the President Trump appointed me acting Director of National Intelligence of the United States.

I am thirty-eight. I have never held a security clearance, never served in uniform, never sat through a briefing that wasn't about interest rates. The President says I have deep experience in the safety and soundness of ten trillion dollars. He is right. I have spent two years deciding which Americans are sound and which are not, and now I get to do it with satellites.

You know me from Twitter. I invented Twitter philanthropy. I picked strangers at random and sent them thirty thousand dollars over Cash App, winners announced in the thread, and three and a half million people followed me to watch it happen. Is that a fanbase? It is a voluntary intelligence database, self-enrolled, fully consented, sorted by who needed the cash most. The desperate identify themselves, like fish swimming up to the boat. I only read the replies.

Before this I ran housing finance. I want to be clear about my method, because people call it political and it is not. It is real estate.

I noticed Lisa Cook had listed two homes as primary residences. Mortgage fraud. I referred her. Then I turned to Letitia James. Adam Schiff. Eric Swalwell. Fani Willis. One after another, the way you'd pull comps on a block before you buy it. I am a homebuilder. My grandfather was also named William Pulte, and he laid the foundations, the literal ones, poured concrete, raised the largest homebuilder in America. I inherited the name and the trade. I know what a house is for, and it is not for shaving a point off your rate, and it is certainly not for sitting in judgment of the President after I have your closing documents open on my desk.

The President removed Cook in August. A judge blocked it in September. The Supreme Court let her keep the seat in October. One of my deputies went on television and promised she will be charged no matter how the Court rules. I did not correct him. I never interrupt a man who is describing the future.

They have a phrase for what I do. Safety and soundness. I applied it to Jerome Powell, who refuses to cut rates and refuses to quit, which renders him, by my own definition, unsound. So I post at him. From my personal account, the same handle where I gave away the thirty thousand dollars, which has lately become the handle where I issue agency directives, because nobody instructed me to stop and I have never once stopped of my own accord.

I still run the FHFA. I chair Fannie Mae. I chair Freddie Mac. Nobody asked me to surrender any of it, so I kept all three, the way a careful man keeps the gas masks. I am the only person in this city who can pull your mortgage, your followers, and the President's Daily Brief from a single chair, and wire you a Cash App payment before I stand up.

The transition team asked for my hundred-day plan. I sent them a screenshot of my following list.

Here is how it works now. The tip line is a giveaway. Report a neighbor, get entered to win, winners announced in the thread. Americans will watch each other for far less than thirty thousand dollars, I have run the numbers, and the ones who do it for nothing are the ones I keep.

Everyone begins sound. Soundness can be lost. This is no longer a watchlist, you understand, because a watchlist names suspects and mine names all of you, which is broader, which is more fair.

I do not declassify documents. I retweet them. The President's Daily Brief drops at nine eastern, peak engagement, and the version with the names goes only to close friends.

Foreign intelligence is the identical trade on a wider street. Ask me which countries claimed two capitals as a primary residence. I have already referred three.

The GAO opened an inquiry into me. Into whether I abused my authority, as though authority came with some gentler setting. I welcomed it warmly. A federal probe is just the government admitting you matter, and I read their letter the way I read all correspondence now, as a roster of names bolted to addresses. They are still awaiting my response. It will come. The GAO leases its office, and I have studied the lease.

Tulsi stepped aside at the end of May. They wanted somebody quickly, somebody confirmed for something, anything at all, and I had been confirmed for housing back when the Senate still confirmed people. So I serve in an acting capacity. It happens to be my specialty. I have spent my whole life qualifying for posts the morning after I already occupied them, and the paperwork has always wandered around to my side eventually, the way a jury softens once it remembers where it parks.

My confirmation hearing arrives in the fall. Am I nervous? I have already read the file of every senator who will sit in that room. I have read the file of every reporter who will describe it. Two of them took my money in 2021, and neither gave it back.

The eighteen agencies no longer need to speak to one another. They need to speak to me. You can reach the entire intelligence community by tagging me, and most of you already have.

Like and retweet for national security. Winners announced in the thread.

[Marcus @Stock6140]

@tradetracking3 @datruthbomb Agreed

[Marcus @Stock6140]

@gothburz I have been drinking raw milk and eating raw milk cheese for 5 years. I have never had an issue and feel amazing.

[Marcus @Stock6140]

@Hedgeye Bullish

[Marcus @Stock6140]

@IR_Media24 The regime will take the money. That’s what they really want. It was clear last night when nothing happened after the US destroyed two boats and launchers. Iran will never be a super power.

[Marcus @Stock6140]

@TheIranianzg3z No way. They would have retaliated by now. They will take the money and cave on everything.

[Marcus @Stock6140]

@craig_sylvestre @JimFergusonUK Sorry Fox News boomer. I guess your boy walking away from the fight is a weak man.

[Marcus @Stock6140]

@HormuzLetter Why do they continue to meet with the Pakistani if they continue to leak false narratives?

[Marcus @Stock6140]

@KobeissiLetter The deal is a complete loss. No uranium, sanction relief, unfrozen assets and “gradual” reopening. So no changes to pre war AND concessions. Disaster lol

[Marcus @Stock6140]

@TradingThomas3 War begins Friday night and ends 6:59 am Tuesday morning.

[Marcus @Stock6140]

@WhiteHouse Taco Tuesday again lol

[Peter Girnus 🦅 @gothburz]

I am the Senior Director of Congressional Replacement at AIPAC.

That's not my official title. My official title is something with "government affairs" in it. But "Congressional Replacement" is what I do. When a member of Congress votes wrong on our line item, I build the operation that removes them. I have a budget. I have a timeline. I have a vendor stack. And I have a record you can verify: Jamaal Bowman, New York, removed 2024, cost $14.5 million. Cori Bush, Missouri, removed 2024, cost $8.5 million. Thomas Massie, Kentucky, removal scheduled May 20th 2026, budget $25.6 million.

That's the most expensive House primary in American history. I consider it a bargain. Let me show you why.

**I. The Vocabulary**

The donors need Massie removed because he voted against our foreign aid appropriation. He was the sole Republican to oppose the Iron Dome Supplemental in 2021. The sole member of Congress, not sole Republican, sole member, to oppose a resolution affirming Israel's right to exist in 2023. He has voted against every foreign aid package for thirteen years.

But you can't run ads in rural Kentucky that say "your congressman voted against sending your tax dollars to a foreign government and we'd like to correct that." Kentucky would elect him twice.

So we needed a different word. The word is "disloyal."

In 2014, voting against every spending bill was called fiscal conservatism. In 2019, it was called the Tea Party mandate. In 2026, it is called disloyalty to the President of the United States.

I didn't change the votes. I changed the vocabulary. The President was happy to co-sign. He called Massie "the Worst Republican Congressman in History." He called him a "bum." He said "vote him out." We coordinated the timing. I wouldn't call it a product launch. But I wouldn't object if you did.

**II. The Money**

Here is how the budget breaks down. United Democracy Project, our super PAC, contributes $2.6 million. The Republican Jewish Coalition adds $4 million. MAGA KY, a PAC managed by Tim Murtaugh, Trump's 2020 communications director, spends $5.6 million. Christians United for Israel buys the billboards. The individual donors, Paul Singer, Miriam Adelson, John Paulson, route contributions through a platform called Democracy Engine.

I need to explain Democracy Engine, because it's my favorite part of the operation.

Democracy Engine is a multi-party donor aggregation platform. What it aggregates, specifically, is attribution. A contribution enters Democracy Engine from a hedge fund manager in Manhattan. It exits Democracy Engine as a line item on a campaign finance report in Covington, Kentucky. The money doesn't change. The origin story does.

Paul Singer manages $69.7 billion from a tower on 57th Street in New York. Miriam Adelson's net worth was built in Las Vegas casinos. John Paulson's office is on Park Avenue. Between them, they have never cast a ballot in Kentucky's 4th congressional district. They cannot name the county seats. They do not need to. Democracy Engine translates their preferences into Kentucky's.

The candidate himself, Ed Gallrein, retired Navy SEAL, Trump-endorsed, raised $1.3 million on his own. That's nine percent of the total pro-Gallrein spend of $14.3 million. Ninety-one percent of the money behind the "Kentucky values" candidate was contributed by people who do not live in Kentucky, have never lived in Kentucky, and whose primary policy interest is the foreign aid budget of a country eight thousand miles from Covington.

I present this as a design feature, not a flaw. Why would you want a candidate who raises his own money? Self-funding indicates self-thinking. Self-thinking introduces variance. Variance is risk. We don't invest in risk. We invest in compliance.

**III. The Product**

Gallrein has no voting record. No legislative history. No published policy positions that could be held against him in a future cycle. His campaign website lists the words "conservative," "freedom," and "Kentucky" in that order. His policy page is a photograph of him in uniform.

I don't say this as criticism. I say this as a specification sheet.

The ideal replacement congressman in 2026 is a résumé with a compliance guarantee. Pre-tested messaging. Zero ideological fingerprints. $14.3 million in someone else's convictions loaded like firmware. You don't need positions when your donors have positions. You don't need a record when your record starts the day you take the oath. He will arrive in Washington owing his career to three billionaires and four organizations. He will know exactly which line item pays his mortgage.

The median household income in Kentucky's 4th district is $63,000. Paul Singer's net worth is $6.7 billion. That is 106,349 Kentucky households. One man, in one Manhattan office tower, earning the combined annual income of every family in the district he is about to staff. I don't find this ironic. I find it efficient.

**IV. The Threat**

Now here is the part I don't discuss publicly, and the reason the budget is $25.6 million instead of $14.5 million.

Bowman and Bush were expensive. But they were Democrats. The base case. Massie is more expensive because Massie is more dangerous. Not because he has more support. Because of what he introduced in the House.

The AIPAC Act. Formally: the Americans Insist on Political Agent Clarity Act. It would amend the Foreign Agents Registration Act. FARA. The 1938 law Congress passed to counter Nazi propaganda operations. Massie's bill would require organizations that primarily advance the interests of a foreign government to register as foreign agents.

He means us.

If AIPAC were required to register under FARA, every dollar of our $25.6 million operation would require public disclosure of its foreign-interest origin. Every donor. Every routing. Every Democracy Engine transaction. Every call to every member's office. All of it, in a searchable federal database, labeled: foreign agent.

The bill will not pass. Massie won't be in Congress to reintroduce it. That's not a prediction. That's a line item on the budget.

We are not spending $25.6 million to replace a congressman. We are spending $25.6 million to eliminate a regulatory threat. The seat is a byproduct. The product is the precedent.

**V. The Precedent**

This is the part I present to donors as return on investment.

There are 435 members of the House. Every one of them is watching Kentucky. Every one of them can see the math. Massie voted wrong on one appropriations line item, and a coalition spent $25.6 million, more than any House primary in American history, to end his career. The message is not complicated.

You do not need to spend $25.6 million on every district. You need one example. One member, destroyed publicly, expensively, and completely. The other 434 learn. The cost per compliant vote, amortized across the full Congress, is $58,850.

I consider that competitive.

Bowman was the proof of concept. Bush was the replication. Massie is the expansion into the opposing party. Left, right. The mechanism doesn't care. The mechanism has a budget line, not a party. If you vote wrong, the budget finds you. If you try to make the budget visible, the budget finds you faster.

The primary is Tuesday. The polls show 48 to 43. If we win, we will have demonstrated that no member of Congress, regardless of party, ideology, seniority, or constituent support, can survive voting against our appropriation. Not a progressive in the Bronx. Not a libertarian in Kentucky. Nobody.

And when someone asks how a congressman elected by 478,000 Kentucky voters was removed by three billionaires from New York, Las Vegas, and Manhattan, the answer will be the same word we've been using since the beginning.

Loyalty.

We don't need to register as foreign agents. We register as loyal Americans. The distinction is $25.6 million and a vendor platform that makes one look like the other.

Everything I just described is legal. I need you to understand that. Not "technically legal." Not "arguably legal." Legal. Fully, completely, structurally legal.

That's the product. Not the congressman. Not the seat. Not even the vote.

The product is a system where everything I just described is legal.

And you just read the whole thing.

[Marcus @Stock6140]

@DeItaone Does anyone know any news outlets on X that have integrity enough not to push Axios propaganda?

[The Hormuz Letter @HormuzLetter]

BREAKING: Several whistleblowers say that Axios coordinated news with market insiders, leaking CME order information via phone calls up to 30 minutes before market open and close prints. Crude oil short positions were also taken just before today's Axios report on a "US-Iran deal" and "14-point deal," gaining substantially as oil dropped sharply on the news.

Iranian political analyst Mohammad Marandi also says Trump, Witkoff, Kushner, and their close associates profited heavily in the past hours from fake news provided to Axios.

[Marcus @Stock6140]

@danshep55 I woke up and thought WW3 started when I saw futures flat.

[Marcus @Stock6140]

@DeItaone I love that he talks shit then folds like a deck of cards

[Marcus @Stock6140]

@DeItaone Why would Iran escalate the war without an incident?

[Marcus @Stock6140]

@starwars Wow another piece of childish garbage. Just make the franchise into a Saturday morning cartoon already.