MARGIN CALL

Económicamente incorrecto.
🇪🇦 Todo o nada.

[Lawrence McDonald @Convertbond]

*BROADCOM TO LEND ANTHROPIC UP TO $42B TO LEASE ITS CHIPS: RTRS

* Have we seen the synthetic CDO backed by chip rents yet? :)

[Robin Brooks @robin_j_brooks]

A debt crisis always starts in the most vulnerable places. That's what's happening now. Look at how France's 10-year yield has decoupled above the global rise in yields this year. This is causing contagion to Italy, where yields are also rising sharply...
https://t.co/glpR3SDk82

[El normal @normal_bola]

Me he esforzado al máximo por sacar un clip potente o que resuma estos 10 minutos, pero es que son inmejorables de principio a fin.

Lo mejor que he visto en un programa de televisión, y en remoto. Los deja sin argumentos y coloca todos los mensajes.

[The married man @marriedmn]

Until you get married, you will never understand why most married men cheat. Your wife can decide to close the strait of Hormuz for a whole month and because some men cannot go for long without oil, they decide to get it from Venezuela.

[Hated Moats Investor @HatedMoats]

$NVO made literally a million USD every 34 minutes in 2025 yet the stock fell 40% in that year.

-25% YTD.

Even with 2032-2035 outlook, it's criminal to have this name in $30s per share.

[VOX 🇪🇸 @vox_es]

🔴 @CarlosHQuero DEMOLEDOR:

"Se tienen que ir todos los ilegales; todos los que están viviendo de ayudas y no están trabajando, todos los que vienen a imponer costumbres, culturas y hábitos incompatibles con los nuestros; y todos aquellos que están delinquiendo.

No sabemos cuántos son, pero sí sabemos que estas personas no están contribuyendo y si dejan de estar aquí se van a destensar los precios de la vivienda, la presión sobre las listas de espera, sobre los centros de salud y va a permitir que los nuestros puedan vivir mejor".

[kuno @kunoo]

When she finds out me making $1,000 from trading in one day doesn't mean I make $30K a month:

[Clint Warren-Davey @Clint_Davey1]

POV: It's a Saturday morning in 2001.

[Mario Nawfal @MarioNawfal]

🇮🇶🇸🇾 Iraq's workaround for the Strait of Hormuz is to full-send tanker trucks packed with oil over the border into Syria towards Mediterranean ports

And it looks fking insane

Writer: Ian

[Bull Theory @BullTheoryio]

🚨Oracle might be in big trouble.

Its credit default swaps just hit a record high, and its 2056 bonds are now yielding over 8% for the first time.

Oracle is one downgrade away from junk status.

If that happens, $120 billion of its bonds get automatically pulled from investment-grade indexes.

This comes right after Oracle's force majeure notice on its New Mexico data center, and while long-term US yields are hitting multi-decade highs.

This isn't just an Oracle problem.

Credit default swaps are rising across Google, Microsoft, Amazon, Meta, Nvidia, and SpaceX too.

The market is starting to worry about how this entire AI buildout is being financed.

[QE Infinity @StealthQE4]

Ladies and gentlemen:

The next Lehman Brothers

[John Trades MBA @JPATrades]

Everyone who thought they missed today’s rally…

[Heisenberg @Mr_Derivatives]

10yr at 5.20%

S&P500 and Nasdaq-100 right near ATH’s

[JustDario @DarioCpx]

And so it begins…

[Not Jerome Powell @alifarhat79]

Jerome Powell watching bond yields skyrocket and inflation explode right after leaving the Fed

[Nostra, House of Gold @Nostre_damus]

Winter is coming

Europe is cooked

[elEconomista.es @elEconomistaes]

💲 Enviar crudo en superpetrolero ya cuesta 63 millones de dólares por viaje: récord de 1,1 millones de dólares al día.

🚢 Con fletes disparados y rutas colapsadas, ¿qué capacidad real tiene la economía mundial de esquivar este golpe? Te contamos todos los detalles: https://t.co/G3Bhtap60I

[nenn (fan) @FCB_nenn]

Le dije a la que me gusta que prefiero pasar tiempo con ella el finde antes que ver fútbol (hay parón)

[Investseekers @investseekers]

$NVO CEO Mike Doustdar believes pills could capture as much as 50% of the global obesity drug market by 2030.

“What happens if by 2030 the market is 50/50?” Mike Doustdar told Reuters.

He says Novo is preparing for that possibility with five oral obesity treatments in development, while competitors remain much more heavily focused on injections.

Wall Street currently expects pills to account for around 14% to 40% of an obesity market projected to reach $100B to $150B by 2030.

Oral treatments already account for around one-third of U.S. obesity prescriptions, according to Novo, with Oral Wegovy capturing more than 80% of new oral prescriptions.

Mike Doustdar also says Oral Wegovy is protected from generic competition into the “mid and late 30s” through patents covering its SNAC delivery technology, extending beyond the loss of semaglutide exclusivity in the early 2030s.

Link: https://t.co/6FmVWYslDd

[⚡️The Traveling Trader⚡️ @ZTheTrader]

My girl after seeing my portfolio today, not knowing we almost lost the house in July.