Carson Bayoff

This is my only account.
Hedge Fund.

[UFC @ufc]

POV you walk to the Octagon at #UFCWhiteHouse 👀

[ UFC Freedom 250 presented by @CryptoCom and @RamTrucks ]

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 US PPI rises to 6.5%, higher than expectations.

[ApexDistrict @ApexDistrictX]

Ferrari LaFerrari

[LUX Cars @LuxuryCars365]

Ferrari SF90 Stradale 😈

[Home of Fight @Home_of_Fight]

😳🇺🇸 The setup for UFC White House looks RIDICULOUS. (via @ufc)

[Progress Bar 2026 @ProgressBar202_]

2026 is 44% complete.

[Bull Theory @BullTheoryio]

BREAKING: US Inflation just surged to 4.2%, the highest level since 2023.

US CPI hit 4.2% year over year in May, up from 3.8% last month. The entire spike is driven by energy prices from the Iran conflict, something the Fed cannot fix by raising rates.

The number the Fed actually watches is Core CPI, which strips out food and energy.

Core CPI came in at 0.2% MOM against an expectation of 0.3% and a previous reading of 0.4%.

Underlying inflation is cooling faster than markets were pricing in.

This gives the Fed breathing room. The headline number is hot because of oil. Oil prices are a geopolitical problem, not a monetary policy problem.

Two scenarios from here.

If the Iran ceasefire holds and oil corrects, the next CPI print could come in below 4%, opening the door for a rate cut.

If the conflict continues and oil spikes further, headline CPI could hit 4.5% or higher, forcing the Fed to hike in December.

Core CPI at 0.2% just changed the conversation. Whether it matters depends entirely on what happens with oil in the next 30 days.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: May CPI inflation rises to 4.2%, the highest level since April 2023.

Core CPI inflation also rises to 2.9%, the highest since September 2025.

Inflation in the US is officially back above 4% and more than double the Fed's target.

Odds of Fed rate hikes are rising.

[𝑫𝒂𝒊𝒍𝒚𝑭𝒆𝒓𝒓𝒂𝒓𝒊🐎™ @DailyFerrariTM]

Ferrari F8 Tributo Spider

[Roots of Combat @RootsOfCombat]

Madness 😮‍💨

[lynk @lynk0x]

Unpopular opinion:

The quicker you want results in trading, the longer it will take.

Because short-term goals often destroy your long-term ones, which are the ones that truly matter.

[Ilia Topuria @Topuriailia]

You should’ve kept your father out of this.

He was the one calling me a short guy and saying you’d smash me, all while holding a beer in his hand.

Then you started talking about my divorce and telling the world you wouldn’t want to be my roommate.

Idiot.

First, we’re fighting, not dating.

Second, I’m not looking for a roommate.

When I put you to sleep and you’re lying there next to the rose, I’ll look at your father and ask him one simple question:

Who’s the short one now?

I’m gonna break you Justin.

[Roots of Combat @RootsOfCombat]

🥶🥶🥶

[Barchart @Barchart]

Warren Buffett's Berkshire Hathaway is now sitting on an all-time high $397 Billion in Cash, enough to buy 477 companies in the S&P 500 🚨🤑

[Ilia Topuria @Topuriailia]

Justin crossed a line.

What happened between my ex-wife and me is our business. We may no longer be together, but she is the mother of my daughter.

To everyone insulting her or speaking about things they know nothing about: show some respect.

You don’t have to respect our relationship. But respecting someone’s mother should be one of the most basic codes in life.

Be better.

[Bull Theory @BullTheoryio]

The S&P 500 is not a 500 company index anymore.

It is an AI index with 493 additional companies.

Since the war started on February 27, the S&P 500 is up 7.34%. Remove AI stocks and the index is flat, up 0% over the same period.

The entire 2026 rally belongs to a handful of companies.

Friday showed exactly what that means on the downside. The S&P 500 fell 2.64%, its biggest single-day drop since October 2025.

The S&P 500 without AI stocks moved 0.02%. The 493 companies that make up 60% of the index did nothing.

The entire crash was AI stocks selling off.

The top 10 stocks now make up 41% of the entire S&P 500, a level of concentration that has never existed before in the 145-year history of tracking market indexes.

The previous record was 27% at the dot-com peak in 2000.

At that peak in 2000, the S&P 500 fell 50% over the next two years while the Dow Jones, which had less tech concentration, fell only 37%.

When you buy an S&P 500 index fund today, you are not buying 500 companies.

You are placing a concentrated bet on AI, whether you know it or not.

SOURCE: @biancoresearch

[Bull Theory @BullTheoryio]

$1 TRILLION wiped out from US stocks in just 4 hours.

S&P 500 is down -0.92%, wiping out $620 billion from its market cap.

Nasdaq is down -1.13%, wiping out $400 billion from its market cap.

[unusual_whales @unusual_whales]

BREAKING: Inflation is officially rising faster than wages, per BLS.

[Hedgeye @Hedgeye]

3x leveraged long and short S&P 500 ETFs share volume hit a new all-time high on Friday

[Home of Fight @Home_of_Fight]

😳 Ilia Topuria flips off Justin Gaethje and says he ‘crossed the personal line’, and he’s lost all respect for him

“Actually, I thought he was a great guy. But since he crossed the personal line, he’s not gonna have my respect, he’s not gonna have my teams respect.

All I’m gonna need is two minutes in the octagon with you, and I’m gonna put you to sleep infront of your whole family, your country, everyone.”

(via @UFC)