Crosswind Capital

[Joe Kent @joekent16jan19]

What happened to President Trump?

From the Iran war to the Epstein files, to MAHA & mass deportations- what explains all of the reversals?

It is critical that we look past the emotions & ask the hard questions, because the answers will tell us who truly runs our nation.

[Marco Foster @MarcoFoster_]

Shawn Ryan on Trump: “I just don’t see any positivity coming out of this administration. It seems very self-serving. He had Todd Blanche do the dirty work so him or anybody in his family could never be audited by the IRS? What the fuck is that shit? The drone company, the $400M jet from Qatar, the Executives Club. Does this shit look like he’s serving the fucking people? No.”

[Mike Levin @MikeLevin]

Follow the money on this one. It is rotten to the core.

The Pentagon just lent $620,000,000 to a tiny North Carolina startup called Vulcan Elements. The company is two years old.

It had fewer than 50 employees.

And three months before the deal was announced, Donald Trump Jr.’s venture firm quietly took a stake in it.

Here is the part the administration tried to bury.

Of the dozens of companies the Pentagon was weighing, Vulcan was the only deal initiated by a top White House aide. That aide was Peter Navarro, a close friend of Trump Jr. The order came down to move fast.

One official put it plainly: The call came from the White House. We have to get this done.

Staff worked late nights to push it through in weeks. Deals like this normally take many months of vetting. And when it closed, Vulcan’s valuation jumped from about 200 million dollars to roughly 2 billion.

A windfall for the investors, including the president’s son.

This is public money. Your money.

Routed through the Pentagon to enrich the president’s family and their friends. The Bush administration’s own chief ethics lawyer called it corruption we pay for.

And there is more coming.

A drone parts company Trump Jr. holds a stake in is also under Pentagon review.

This is not a one-off. It is a pattern. The president’s family is treating the federal Treasury like a private bank, and the bill lands on every taxpayer.

https://t.co/4kB1cZNmlE

[Bull Theory @BullTheoryio]

🚨Michael Burry just said Elon Musk and Nvidia's deal is built on fake numbers.

Burry published a detailed breakdown calling the entire structure "Fugazi", his word for fake.

He is alleging that billions of dollars in Nvidia chips are being hidden off balance sheets, and that American retirees are unknowingly funding the whole thing.

Nvidia, the world's largest AI chip company sold $5.4 billion worth of its most advanced GPUs, the GB200, to a company called Valor.

Valor is not a real operating business. It is a special purpose vehicle, a shell company created specifically to hold these chips and nothing else. Nvidia also invested $1.9 billion of its own money directly into Valor on top of the sale.

Those 100,000+ chips are now physically inside xAI's data center. xAI is Elon Musk's artificial intelligence company, the one that builds Grok. xAI is using every single one of those chips right now to run its AI models.

But here is what Burry is flagging.

Neither Nvidia nor xAI owns those chips on paper. Valor, the shell company holds legal title. That means $5.4 billion in GPU assets do not show up on Nvidia's balance sheet as inventory.

They do not show up on xAI's balance sheet as assets. They are legally invisible to both companies.

Nvidia gets to book the $5.4 billion as a completed sale and record it as revenue. xAI gets full use of the chips without owning them. And the risk disappears into a shell company in the middle.

Now here is where American retirees enter the picture.

Valor needed $3.5 billion in debt to fund this structure. Apollo provided it. Apollo is one of the largest asset managers on earth with $1.03 trillion under management and $834 billion specifically in private credit.

Apollo raised the $3.5 billion, packaged it into debt securities, and sold those securities to Athene.

Athene is Apollo's own insurance company. It sells fixed and indexed annuities, retirement savings products, to ordinary Americans.

When a retiree buys an Athene annuity, they believe their money is sitting in safe, stable investments. That money is now inside a structure funding Elon Musk's AI data center.

The numbers inside Athene are most alarming.

Athene holds $74.2 billion in reserves. It has moved $217 billion in assets into a captive insurer based in Bermuda, meaning those assets sit outside normal US insurance regulation and oversight.

Of the entire portfolio, 34.7%, equal to $103 billion, is classified as Level 3 assets.

Level 3 is an accounting classification that means there is no observable market price for these assets. No outside party can independently verify what they are actually worth.

The leverage sitting on top of those unpriced assets is 16 times.

Burry's says:
Every step of this structure is technically legal and publicly disclosed. But the entire thing was deliberately engineered across 8 to 12 steps to move credit risk off balance sheets and away from any market pricing.

- Nvidia books the revenue.
- Apollo collects the fees.
- xAI gets the computing power.
- And retirees sitting at the bottom of a 16x leveraged Bermuda insurance structure, holding $103 billion in assets with no market price carry the risk without knowing it exists.

[Bitcoin Teddy @Bitcoin_Teddy]

Rep. Nancy Mace says she has seen the Epstein client list and warns that the names on it will shock the entire world.

She adds, as a Republican, that the DOJ is protecting those identities.

According to Mace, the list includes both Republicans and Democrats, along with wealthy elites, media figures, people in power, and even current and former prime ministers and presidents.

She says the Epstein case will go down as one of the greatest cover-ups in American history.

[Alif Hossain @alifcoder]

Paid options vs Free options

Don’t pay for Hulu, use ShowZone
Don’t pay for Netflix, use Flixio
Don’t pay for Apple Music, use ESound
Don’t pay for Disney+, use Netmirror
Don’t pay for Peacock, use GlitchTV
Don’t pay for Prime Video, use CineHub
Don’t pay for Spotify, use Lyra
Don’t pay for YouTube Premium, use Brave browser
Don’t pay for HBO Max, use Moviebox
Don’t pay for Paramount+, use EpicFlix
Don’t pay for Apple TV, use Streamly

(Save it)

[AliceMia @Alice_MiaX]

The FBI just found 303 gold bars in a government official's house. 40 million worth.

This guy had top secret clearance. Requested tens of millions in gold bars and foreign currency from his employer for "work expenses."

303 bars. In his house. Each one a kilogram.

He also faked military credentials and collected $77,000 in leave pay he wasn't owed.

Bruh.

[Barbara Oneill @BarbaraOneillAU]

Turmeric + Black Pepper + Coconut Oil + Warm Water
Quarter teaspoon turmeric. Pinch black pepper. Half teaspoon coconut oil.
Coconut oil carries curcumin through the intestinal wall. Black pepper increases absorption 2000%.
Curcumin blocks the exact mechanism that drives liver fibrosis progression.
Three absorption enhancers. Before your first meal.

[Spencer Baggins @bigaiguy]

10 WEBSITES EVERY INTERNET USER SHOULD CHECK TONIGHT.

Bookmark all of them. Most people don't know half of these exist.

1. https://t.co/zwR28T6wZa
Shows every data breach your email is in and what got leaked.

2. https://t.co/3c9sMcOYLH
Shows every social profile, photo, and login tied to an email address.

3. https://t.co/MOsvtupjHn
Free disposable email for any signup you don't trust.

4. https://t.co/t6W6t9kzvQ
Burner inbox that self-destructs in 10 minutes.

5. https://t.co/lHWq4ZeJXH
A directory of direct links to delete your account from any major service.

6. https://t.co/vpVXkaS6Uc
Check if your face was used to train AI image models without consent.

7. https://t.co/cC7q3S3Uui
Tells you if your VPN is actually hiding your real location or leaking it.

8. https://t.co/1Q31VRhSQ6
Shows how trackable your browser fingerprint is, even in incognito mode.

9. https://t.co/TVtBWcv6Sw
Tells you which programs on your PC are useless bloatware or spyware.

10. https://t.co/yvtYh3ade9
Drop any file or link. It scans against 70+ antivirus engines instantly.

The internet is hostile by default. These websites are your free defense.

[Jonny @Goutamdilesh]

🚨BREAKING: Anthropic just dropped free courses to master AI with certificates.

No tuition. No waitlist. No BS.

Here're 10 courses that will replace a $100K degree

[Coach Kev - Belly Fat Pro @AskCoachKev]

Doesn't matter if you've got 10 lbs to lose or 70. The system's the same.

Here's the grocery list, meals, and daily routine I'd use to drop it:

GROCERY LIST

Proteins:
- Chicken breast
- 93/7 ground beef
- Sirloin steak
- Tilapia
- Shrimp
- Eggs
- Turkey bacon
- Greek yogurt
- Cottage cheese
- Whey protein

Carbs:
- White rice
- Sweet potatoes
- Regular potatoes
- Oats
- Low-cal tortillas

Veggies:
- Broccoli
- Asparagus
- Peppers
- Spinach
- Green beans

Supplements:
- Creatine
- Magnesium glycinate
- Electrolytes

DAILY MEALS (pick one per slot)

Meal 1:
- 1 cup Greek yogurt + Fairlife shake
- 3 eggs + 3 strips turkey bacon
- 1 cup Good Culture cottage cheese + Oikos Pro

Meal 2:
- 8oz chicken + 1 cup rice + broccoli
- 8oz 93/7 beef + sweet potato + veggies
- 8oz tilapia + 1 cup rice + asparagus

Meal 3:
- 8oz sirloin + potatoes + asparagus
- 8oz chicken + cauliflower rice + peppers
- 8oz shrimp + rice + mixed veggies

DAILY ROUTINE

- Up by 5:30am
- 30 min of sunlight in the morning
- 8,000 steps minimum
- Two 30-min walks outside
- 45-min lift 3-4x per week
- 150g protein every day. No exceptions.
- Half your bodyweight in oz of water (200 lbs = 100 oz)
- 5g creatine daily
- 400mg magnesium glycinate before bed
- No eating after 7pm
- Zero alcohol
- Asleep by 10pm

Do this for 90 days and watch what happens.

[Jack Prandelli @jackprandelli]

🚨 Silver inventories are draining across every major exchange on earth

Shanghai, London, COMEX... All crashing at the same time.

Nobody is talking about this👇

📉 Shanghai Gold Exchange near zero
📉 Shanghai Futures Exchange near zero
📉 COMEX down from 15,000 to 10,000 tons
📉 London collapsed from 35,000 to near decade lows

This is physical silver leaving the system.

Silver is the most industrial precious metal on earth.

It sits at the intersection of war, energy and tech.
And right now the vaults are empty. 🎯

💡 Subscribe to my newsletter ☑️Link in my Bio

[CooperBaggs 💰🍞 @edgaralandough]

You must create "When I Die" binder.

It will help the people you love find all your financial accounts and guide them on next steps.

Here are 9 things to include:

[The Deal Trader @TheDealTrader_]

How the rich do it

[Pet Paradise @Pet_Paradise0]

Incredible footage from a rescue boat captures a mother raccoon with her kits trapped on a pole amidst rising floodwaters. She takes a leap of faith to save them all.

[Shining Science @ShiningScience]

🚨 This MRI Can Destroy Cancer Without a Single Cut

In Sydney, doctors are using one of the most advanced cancer treatments on Earth — MRI-guided cryoablation.

Here’s how it works: a tiny probe is guided directly into the tumour using real-time MRI imaging, and the tumour is frozen solid from the inside out. No large cuts. No stitches. No long hospital stays. Patients walk in, watch the procedure under MRI, and walk out the same day — pain-free and scar-free.

This treatment is so precise, it destroys only the tumour while leaving surrounding healthy tissue unharmed. For people too weak for surgery, too old for long recoveries, or with tumours in risky spots, this is a second chance at life.

Fun Fact: The probe can freeze tissue to –40°C or colder, causing cancer cells to burst while leaving everything else intact.

Some breakthroughs don’t need bigger surgeries — they just need smarter, cooler technology.

Sources: NSW Health | Sydney Adventist Hospital | Radiological Society of North America (RSNA)

[Felix Prehn 🐶 @felixprehn]

BlackRock is dumping $2.5 billion in US government bonds. They manage more money than the GDP of Japan, Germany, and India combined. The last two times they did this, the assets they moved into returned 300-400% over the following 5 years.

They're not panicking. They're repositioning. And you should be paying very close attention to where the money is going.

BlackRock built a system called Aladdin. It processes 5,000+ risk scenarios per day across $21.6 trillion in assets. Every bond market, commodity flow, and currency fluctuation on earth monitored in real time. When Aladdin's models say "reduce bond duration, add commodity exposure," Larry Fink doesn't argue with the machine. He moves billions.

Three quarters in a row now. Each one larger than the last. This isn't a blip. It's a rotation.

The shift from bonds to commodities has happened three times in 50 years. The 1970s. The early 2000s. And now. Each time, commodities outperformed bonds by 300-400% over the following 5-7 years. The 1970s rotation turned $10k in mining stocks into $400k. Gold went from $35 to $850. Anyone sitting in bonds lost 40% in real terms.

If you're holding a 60/40 portfolio with long-duration bonds right now, you are on the other side of this trade. BlackRock is selling what you're buying.

How to be on the right side:

Physical gold and silver. Direct hedge, no counterparty risk. Copper miners. Every AI data center needs 3x more copper than a standard building and the last major deposit was discovered in 2004. Energy producers with low debt and high free cash flow. And uranium. 34 countries signed a pledge to triple nuclear capacity. There are 8 publicly traded miners at scale. Supply is already in a 7,000-tonne annual deficit before a single new reactor comes online.

Specific tickers worth studying: Freeport-McMoRan (FCX), Cameco (CCJ), Franco-Nevada (FNV), and Sprott Physical Uranium Trust (SRUUF). All positioned in the exact sectors BlackRock is rotating into.

btw you can actually track this rotation instead of reading about it 3 weeks late. Open tradevision. Go to institutional flow tracking. You can see 13F filings, dark pool data, and fund rotation alerts before they hit Bloomberg terminals. When Aladdin shifts another $500 million into commodities next quarter, you'll see the flow in real time instead of reading a headline about it in May. It's free to set up. Ignoring this data is just giving BlackRock a head start with your own retirement money.

(the firm that advises the Federal Reserve on monetary policy is simultaneously repositioning its own portfolio away from the assets that monetary policy supports. they're telling you what to buy with their words. they're telling you what to sell with their money. follow the money.)

[Anderson Martin @hey_andersonnn]

GOODBYE, FUND MANAGERS. GOODBYE, BLOOMBERG TERMINAL.

No more $24,000/year subscriptions.
Claude just turned my laptop into a private quant analyst.

Here are 07 prompts to build your own hedge fund at home ↓

[Truflation @truflation]

US inflation today, according to real price data:

US CPI: 1.41%
US core CPI: 1.79%

[Taylor Kenney @taylorkenneyitm]

🚨 Not normal.

The Fed just dumped $18.5B to U.S. banks overnight, the 4th largest repo since COVID.

This a liquidity crisis warning. When banks can’t get cash, they call the Fed. This is how it starts.

Gold & silver know what's coming next.