Pepe Silvia

I got boxes full of Pepe.

[Pepe Silvia @bigcitytom]

@michaeljburry @elonmusk I thought @elonmusk was going to make Twitter great again.

[Pepe Silvia @bigcitytom]

@fefe01101100 Thanks. Wen 🌙?

[Andrew Granato @agranato42]

New w/ @PranjalDrall: Private Credit's State Backstop: How Private Equity Socializes Risk Through Insurers. It's about how insurance insolvency, tax, and financial-regulation law have subsidized PE's takeover of life insurance and become the submerged law of private credit.

[Unicus @UnicusResearch]

It gets a lot worse.

We are schedule to publish BlackRock's BDEBT private credit fund analysis to our Confidential Insights members.

From our analysis we can say that, PC funds borrow money from banks and other PC funds; then, buys wealth management firms and RIAs to acquire their investor accounts.

Does this then feed back into PC investments?

So, @michaeljburry, it appears that PC and PE can hold their breath as long as they get inflows - or their "inflow oxygen" gets cut?

[Pepe Silvia @bigcitytom]

@0ivankaTrump1 Educated

[Pepe Silvia @bigcitytom]

@TESLA_N_TRUMP @HunterBiden @realDonaldTrump You are the sofa king.

[Pepe Silvia @bigcitytom]

@AndrewHGiuliani Homosaywhat

[Pepe Silvia @bigcitytom]

@leadlagreport @Global_Pundits Are you intentionally misleading folks, suffer from Trump memory loss, or are you enragement farming?

[Pepe Silvia @bigcitytom]

@leadlagreport The 2028 Election.

[Pepe Silvia @bigcitytom]

@hotgarbagetake @ootpbaseball Coming from you is high praise.

[Awful Announcing @awfulannouncing]

Here was that Sandlot-esque break in the MLB All-Star Game, featuring fireworks and Ray Charles' rendition of "America the Beautiful," as it looked on the Fox broadcast. ⚾️🎆

[Pepe Silvia @bigcitytom]

@UnicusResearch Does @UnicusResearch know about this? Also, boo!

[Pepe Silvia @bigcitytom]

@Kash_Patel So you have a gold plated jet ski... or you're a liar?

[Pepe Silvia @bigcitytom]

@elonmusk What the f bro?

[Pepe Silvia @bigcitytom]

@GBC_Press *dumpster fire

[Northstar @NorthstarCharts]

The Dow/Gold Ratio in all its splendor. The Capital Rotation thesis only needs reconsidering if it punches upwards through the red circle. If not, it's a glorious era for gold & friends 👇

[Pepe Silvia @bigcitytom]

@TESLA_N_TRUMP @HunterBiden @realDonaldTrump Cry harder, MAGA.

[Pepe Silvia @bigcitytom]

@AngelaBelcamino Is this a social experiment?

[Pepe Silvia @bigcitytom]

@Arightside “If I’m still the majority leader of the Senate, think of me as the Grim Reaper.” - Mitch McConnell

[Pepe Silvia @bigcitytom]

@Arightside Nah.