yoyoma!

[Financelot @FinanceLancelot]

You've gotta watch this!

Watch Rick Santelli lose it on Steve Liesman on Friday's CNBC, arguing about the Federal Reserve manipulating markets during the 2020 "virus" (REPO) lockdowns. 🤫

"All the fights I got in over COVID 🫵 and I had to apologize... and I was right!"

[yoyoma! @BalancedTrader1]

@Mr_Derivatives They renewed Seinfeld til 2031 and it shows.

[Elon Musk @elonmusk]

This really happened

[yoyoma! @BalancedTrader1]

META has gotten 0% better for users since...

[Hedgeye @Hedgeye]

BREAKING: Meta is spending close to $50,000/year per employee on AI tokens.

[Nostra, House of Gold @Nostre_damus]

Schrödinger's peace deal

[Anthony Scaramucci @Scaramucci]

Tulsi Gabbard lasts 44.3 Scaramuccis.

[yoyoma! @BalancedTrader1]

@Polymarket

[Elon Musk @elonmusk]

Indeed

[Heisenberg @Mr_Derivatives]

Futes update:

Quick, someone reply back with the CNBC in turmoil jpeg…

[yoyoma! @BalancedTrader1]

@seanfeucht

[Polymarket @Polymarket]

NEW: Fintech startup launches “Buy Now, Pay Maybe” card that randomly covers some purchases.

[Doublewide Capital LLC @DoubleWideCap]

Trumpster on CBS at 6pm central tonight you pajama traders.

[Abigail Spanberger @SpanbergerForVA]

This is good news for Virginia and the country. Gerrymandering is detrimental to our democracy and it weakens the individual voices that form our electorates. Opposing gerrymandering should be a bipartisan priority.

[yoyoma! @BalancedTrader1]

@wabben3 @DittiePE lol. barrels!

[Doublewide Capital LLC @DoubleWideCap]

Just when you think you've seen it all...

[yoyoma! @BalancedTrader1]

@ISeeUOSINT @Polymarket what about ELPIS?

[Aaron Rentfrew 🏔🏜🌋🏕 @AaronRentfrew]

Structure below if we fail here.

[Michael Brown @MrMBrown]

There are only 2 folk who know for sure what Trump will do next - the President himself, and the Elliott Wave people

[Aakash Gupta @aakashgupta]

This is wild: Citrini sent a dude with $15,000 cash, recording sunglasses, and a pack of Cuban cigars to the Strait of Hormuz. What he found flips everything Wall Street thinks about the strait on its head.

Every hedge fund, every macro desk, every retired general on CNBC is watching the same AIS shipping data to price Hormuz risk. The analyst signed a pledge at an Omani checkpoint promising not to gather information, then smuggled in a gimbal, a microphone kit, and a 150x zoom Leica camera past the border officer who inspected his bag.

What he discovered on the ground: the AIS data everyone is trading on is missing roughly half of what's actually transiting the strait on any given day. Ships are going dark, spoofing destinations, broadcasting "CHINESE CREW OWNER" through transponder fields to avoid getting hit. Iran's ghost fleet is running 29+ laden tankers inside the Gulf with transponders off, moving an estimated $3B in crude to Malaysia since the war started.

The entire market is pricing a "closed" strait off satellite imagery and transponder data that has a 50% blind spot. Every oil model, every supply forecast, every macro call built on AIS throughput numbers is working from a dataset that systematically overstates the disruption.

When the signals deliberately go dark, the people staring at dashboards are the last to know what's happening. Citrini figured that out by putting a guy on a speedboat 18 miles from the Iranian coast while Shahed drones flew overhead.

The gap between "what AIS says" and "what's actually transiting" is the most mispriced variable in energy right now.