riskFULL ☣️

'There can be no covenants between men and lions, wolves and lambs can never be of one mind'//

Hedge like Jamie Mai, build like Murray Stahl//

[riskFULL ☣️ @_riskFULL]

It was assumed that the US was in a structural change with it's privilege of global attraction to the USD however when we look at history these eras are never permanent. Historical events show even though money can be printed and financial markets can be controlled what cannot be

[riskFULL ☣️ @_riskFULL]

*marked safe on $clpt move

[riskFULL ☣️ @_riskFULL]

I have winners and then I do things like sell $janx for $clpt on Tuesday. $regn was the icing on the cake.

[riskFULL ☣️ @_riskFULL]

Most of my current short term trades are long bottom section of this. My view is based on certain market dynamics during the summer period this trend will extend. Obviously before the admin blows it up.

[Craig Shapiro @ces921]

Algos gone wild today in quant / factor land

Foreboding?

[riskFULL ☣️ @_riskFULL]

@NotoriousBaggie @JoshCrumb @Bprivateers69 @anaparastasum @KathuriaManan @James_Duade

[riskFULL ☣️ @_riskFULL]

@NotoriousBaggie @JoshCrumb @Bprivateers69 @anaparastasum @KathuriaManan @James_Duade I was the OG royco requestorrrr for labmag. Not sure if you're trolling me or not but I find myself aligned with this post.

[riskFULL ☣️ @_riskFULL]

@James_Duade @RFitz8990 @JoshCrumb @Bprivateers69 @anaparastasum @KathuriaManan For people that don't run data pipes this site has some good utilities. Nice call out James!

[riskFULL ☣️ @_riskFULL]

ATB should have introduced previous desks that participated on deals in the past. It's a right of passage to trade below the deal price for the 5 months post close with $abxxf!

Where's Jody, he should have been required meet and greet beforehand 😂

[Tee G @AlwaysbeTee]

@Veekay0606 @JoshCrumb Interesting to close sub $54… something not adding up

[riskFULL ☣️ @_riskFULL]

@Skillingstad7 @BryanGreenbaum https://t.co/I0ZVo72uGH

[riskFULL ☣️ @_riskFULL]

https://t.co/EpEPub8mQ8

[riskFULL ☣️ @_riskFULL]

https://t.co/EpEPub8mQ8

[Dylan Marrello @ragingbullcap]

Another reminder of the futility of backwards looking financial analysis. NTM EPS will roughly approximate the share price just two year ago.

[riskFULL ☣️ @_riskFULL]

@Bprivateers69 imagine the sit with deeply trained belgian malinois, some guy whose full of risk 300blk sbr next to the door and a marsoc neighbor ready to work.

[riskFULL ☣️ @_riskFULL]

@paulmitche24045 Pct has been a huge contribution to my PnL over the last few years, great options chain with catalysts and visible volume profile to match flow. Not sure where it goes but as far as trading vehicles there are few like it.

[riskFULL ☣️ @_riskFULL]

Now do $pct mike 🥺

[Michael Taylor @Mike_Taylor1972]

In 4Q we talked about T1 energy $TE as a 5x+ return at $3.00 on ⁦@Hedgeye⁩ with ⁦@KeithMcCullough⁩.
Many steps along the way have been accomplished.
Kudos to them (and us!)!

[riskFULL ☣️ @_riskFULL]

He was one of the first to allegedly hold BTC on a corp balance sheet before Treasury companies were a thing, I wish he talked about that more. Not necessarily about the asset itself but the ideology about running a value craft mechanism, Murray(RIP) talked about the flow through if long duration gold companies held a portion of their gold on balance sheet over cycles and the effect on valuation it would have had. HQLA of which can be held as collateral will be a flexible term over 10/20/50 years as certain things move through the social fabric.

[riskFULL ☣️ @_riskFULL]

@endurancetest Permanently Carlyle or rotating between the newest director role I would guess.

[riskFULL ☣️ @_riskFULL]

Over/under on Currie breaking 10 sitting director positions before year end?

[Jeffrey Currie 🆔++ @CommodMkt]

Delighted to be Non-Executive Director and Co-Founder with Ivan Murphy (@eyemurph) of 1947 Oil & Gas PLC (@1947plc).

A REAL US OIL PRODUCER!

[riskFULL ☣️ @_riskFULL]

Quite literally the plot Jurassic World Dominion was based on.

[Bull Theory @BullTheoryio]

BREAKING: Google is planning to release 32 million mosquitoes across Florida and California.

The company has asked the EPA for permission to proceed, with the public given until June 5 to respond.

The mosquitoes are infected with Wolbachia bacteria, which stops them from reproducing and slowly collapses the wild population from within.

Google's previous Debug Project trial in California's Central Valley nearly eliminated mosquitoes from three test sites entirely. A separate trial in Singapore cut dengue cases by 70% within 12 months.

Google has now released over 1 billion mosquitoes across four continents. This new proposal is the largest deployment in US history.

[riskFULL ☣️ @_riskFULL]

POV you enter the private security contracting negotiation

[Corey Hoffstein 🏴‍☠️ @choffstein]

someone call Dan Brown

[riskFULL ☣️ @_riskFULL]

@CrossroadsOnX @grok identify if Ryan is in this picture or if its his body double?

[riskFULL ☣️ @_riskFULL]

$WY TerraForge turning low-grade Southern pine/sawdust into biocarbon for a direct drop-in replacement for met coal in steel making is one path to adding >$1.5B in future earnings. Leveraging their existing timberlands/mills with minimal opex and zero capex needed for end users. First plant online in 2027.

[riskFULL ☣️ @_riskFULL]

Don't want to make a super detailed explanation now but I believe as far as well capitalized land controllers with above average liquidity, $wy will have superior levers to pull outside of where lumber pricing/demand moves(strong LT view) to create substantial value from here.

[riskFULL ☣️ @_riskFULL]

@Bprivateers69 Wait are we still long or are we with Anson?