Scartezini

“Men are more ready to repay an injury than a benefit, because gratitude is a burden and revenge a pleasure”

[Scartezini @_Scartezini_]

Since the Fed’s founding in 1913, monetary tightening has resulted in hard landings in all but about 10 % of the cases. Some of the soft landings avoided a U.S. recession but still caused a financial crisis.

[EternalFaithEO @EternalFaithEO]

“Other people’s sins are not your business. Sit and cry for your sins.”

-St Gabriel of Georgia-

[GURGAVIN @gurgavin]

LEOPOLD’S SITUATIONAL AWARENESS FUND BLOWUP TIMELINE

JULY 1: LEOPOLD’S HEDGE FUND SITUATIONAL AWARENESS REACHES $45 BILLION UP 450% YTD

JULY 10: SK HYNIX US IPO MARKS TOP OF THE AI SECTOR

JULY 10-20: MAJOR SELLOFF ACROSS ALL AI STOCKS, MOST DOWN 30%+ IN 2 WEEKS

JULY 10-20: HIS SHORT POSITIONS START GOING UP CAUSING MORE LOSSES (HE WAS SHORT ADOBE AND OTHER SOFTWARE STOCKS)

JULY 24: HE SENDS INVESTORS A LETTER CALLING THE SELLOFF A BUYING OPPORTUNITY AND ASKS FOR MORE MONEY

JULY 27: CITADEL SECURITIES SAYS THE FED IS GONNA DO A SURPRISE RATE HIKE

JULY 28: THE MARKET SELLS OFF AFTER CITADEL’S REPORT & LEOPOLD TRIES TO RAISE & BORROW MORE MONEY

JULY 29: BANKS MARGIN CALL HIM

JULY 30: CITADEL COMES IN AND BUYS HIS ENTIRE PORTFOLIO FOR A MASSIVE DISCOUNT

LEVERAGE IS THE MAIN REASON PEOPLE GO BROKE IN THE STOCK MARKET ALWAYS BE CAREFUL

[Pope Respecter @poperespecter1]

Depressed? Take a moment to watch this message from Pope Leo.

[Arthur MacWaters @ArthurMacwaters]

Let me get this straight

> the government loses $1.5 trillion per year to fraud waste and abuse

> an entrepreneur makes thousands of employees millionaires

> instead of celebrating American dream, politicians try to find new ways to tax him

You should be far more concerned with how the government spends YOUR money than how a trillionaire spends theirs.

[Andy @PositivFuturist]

Elon could literally solve homelessness tomorrow.

All he needs to do is sell his stake in the companies he created from the ground up, crashing the price and evaporating his wealth as well as the savings and pensions of workers globally.. handing the control of these companies over to short term profit interests and preventing any long term vision from being enacted..

THEN take whatever money that remains which will be nowhere near 1tn and give it to homeless charities who have never solved homelessness anywhere on earth because they’re financially incentivised to do the opposite.

Bam - homelessness solved.

The reason he doesn’t do any of this is because he’s evil.

[Shruti @heyshrutimishra]

Elon just created 4,400 millionaires in a single day.

400 of them are now worth over $100 million.

These aren't VCs. They're SpaceX employees, and the list includes welders, technicians, and cafeteria staff, because for two decades the company paid every level of the workforce in stock instead of higher salaries.

Juan Hernandez immigrated from Mexico and took a $28 an hour contractor welding job in 2015. He says he didn't even know what SpaceX was. The company gave him a $10,000 equity grant and let him buy more shares through payroll deductions. That stake is now worth $880,000.

Trevor Hise's parents wanted him to take a stable job at General Electric. He picked SpaceX instead, stayed 12 years, and accumulated over 100,000 shares. At the $135 listing price that's $13.5 million. He's 37 and semiretired. His words: "The magnitude of this has been ridiculous."

The most telling detail came before the listing. Over 100 employees quietly banded together and negotiated a group wealth management deal covering up to $5 billion, because none of them had ever needed a wealth manager before.

Software IPOs have minted millionaires for 30 years. This is the first one where the money went to the factory floor.

[Palantir @PalantirTech]

“What used to land on someone's desk as a problem now arrives as a decision.”

Vice Admiral Seiko Okano demonstrates how ShipOS is transforming America's maritime industrial base—using AI to orchestrate complex supply chains, optimize shipyard operations, and accelerate production from submarines to surface vessels, ensuring the U.S. Navy can build the fleet faster while empowering American workers and suppliers.

[Scartezini @_Scartezini_]

@BlacklionCTA Give it 2-3 weeks and the traffic over the strait gets back to 70% of what it was, a month until it normalizes at most.

[Jacob King @JacobKinge]

Iran is losing this war so badly.

Khamenei spent the last 50+ years plotting to destroy Israel and America, but was killed in the first 30 minutes, and Iran’s entire leadership structure has been wiped out. Embarrassing. They’re now desperately trying to reassemble, but they’re getting wiped out too.

Their missile force is collapsing. On the first day 1 (Feb  28) Iran launched a very large barrage, with roughly 150–200 ballistic missiles at Israel and other regional targets.

The next day, the size of attacks dropped sharply, with launches reported in the single‑ to low‑double digits per barrage rather than huge waves.

Today, around 40 very weak missiles were launched at U.S. and Israeli targets. 99.9% of them missed or were shot down.

Thats -80 % drop in launch volume in just 4 days of fighting. They’ve effectively exhausted their entire arsenal, have zero leadership, and the entire Arab world has turned on them.

People love to fear‑monger and pretend this will spiral into a global nuclear war, but in reality the Iranian missile threat has already cratered and this conflict is more likely to wind down sooner than most think.

[Conks @conksresearch]

WW3 slop

and you're bearish?

[Scartezini @_Scartezini_]

@badgalDiniz Em minha defesa, eu estou bebendo

[Shubhvani @shubhvanii]

Nothing is sexier than a woman who clearly shows she wants you and only YOU.

[Scartezini @_Scartezini_]

This

[Andrew Torba @BasedTorba]

Probably one of the most important lessons to teach your children is that it takes 15 years to build your reputation and 15 seconds to destroy it.

[zerohedge @zerohedge]

Japan 30-Year Bond Yield Rises 5.5 Basis Points to 3.31%

[Scartezini @_Scartezini_]

@badgalDiniz Você é uns 70% Christopher Moltisanti e uns 30% Adriana La Cerva mozão

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

Distress in the loan markets

US auto loan just had their biggest monthly loss since March 2020

[High Yield Harry @HighyieldHarry]

Scott Bessent whenever someone is talking shit about him

[Scartezini @_Scartezini_]

95% liquid as of this morning. Best of luck to you all.

[Scartezini @_Scartezini_]

Trump just said the endgame out loud, wants to open up markets to those willing, even China can negotiate a deal. Insanely bullish.

[Scartezini @_Scartezini_]

@badgalDiniz Vazou nóis
https://t.co/390DTa0f2S