hye

[Noah’s Ark 🚢 @NoahsArk1000]

Not enough people know about this.

Ukraine, second Jewish State?

[Barchart @Barchart]

BREAKING 🚨: China

Hang Seng is on the verge of entering a bear market after plunging 18.4% from its January high 📉 📉

[Parody Jeff @Parodyjeffx]

What the hell is going on in Ukraine?

[David Rogers Webb @DavidRogersW]

We are very close to this collapse being triggered, watch the video below to understand WHY. Central banks are using a hidden hand to fund the markets, but the insolvencies are real & growing. Send ‘Portfolio Strategy’ to [email protected] for a contingency plan today

[jolla rogerz @jollarogerzuk]

@juliet_2138_z

[Jon Brooks @jonbrooks]

Mortgage demand is now WORSE than the Great Financial Crisis.

Read that again.

Worse than 2008.

Yet sellers are still pricing homes like it’s 2021 with 3% rates.

The math stopped mathing.

[🇺🇸RealRobert🇺🇸 @Real_RobN]

Here is:

The missing half of the U.S. national debt has been identified.

The Federal Reserve CONFIRMS: The U.S. Congress has built the single largest racket empire on the planet:

U.S. NGOs have combined assets totaling $14.2 trillion of your tax money.

“India’s and Japan’s GDPs are each just over $4 trillion, Germany’s is $5 trillion, and together they total about $13.5 trillion. Guess what? The combined assets of U.S. NGOs equal $14.2 trillion of your tax money—and that of your children, grandchildren, and great-great-great-great-grandchildren.”

In other words, the root of all corruption… the racket—U.S. Congress has racketed half the U.S. national debt to the planet’s most profitable organizations,

[TFTC @TFTC21]

"We're talking in quarters. I don't think we're talking in years."

@NickNemo17 says a segment of the hedge fund community is quietly getting their hands around the private credit problem, and the intensity is picking up.

[JunkSavvy @JunkSavvy]

🚩🚩🚩
Brokers already communicating THEY ARE GOING TO ASSIGN CONTRA "CUSIPS" to NBH divi shares and post them as "IOUs"...
⁉️Why do they need "IOUs" on a 1:30 common stock dividend for shares to which the issuer has already designated a contra CUSIP???...
💥'CAUSE THEY DON'T HAVE THE F'ING SHARES💥

They cannot stop what is coming!!!
#BuckleUp #FO🍿🍿🍿
MMTLP MMAT TRCH NBH

[Noah’s Ark 🚢 @NoahsArk1000]

People:
• Epstein (✡️)
• Maxwell (✡️)
• Wexner (✡️)
• Bronfmans (✡️)
• Soros (✡️)
• Rothschilds (✡️)
• Zelensky (✡️)
• Kolomoyskyi (✡️)
• Nuland (✡️)
• Marx (✡️)
• Kissinger (✡️)
• Edward Bernays (✡️)
• Freud (✡️)
• Jonathan Pollard (✡️)

Organizations and Industries:
• Media (✡️)
• Porn (✡️)
• OnlyFans (✡️)
• Hollywood (✡️)
• Fed (✡️)
• Bolsheviks (✡️)
• First trans clinic (✡️)
• Half the Forbes list (✡️)
• 5 of 7 richest Australians (✡️)
• Blackrock (✡️)
• Most major banks (✡️)
• Mass immigration NGOs (✡️)
• ADL (✡️)
• De Beers (blood diamonds) (✡️)
• Many major tech companies (✡️)
• Large chunk of Biden's administration (✡️)
• Most of the Frankfurt School (✡️)
• Most hedge fund managers (✡️)

Ideas and Concepts:
• Idea that America is a melting pot (✡️)
• Covid vaccine (✡️)
• Neocon masterminds (✡️)
• Most writers of anti-white propaganda (✡️)
• LGBTQ+ (✡️)
• Feminism (✡️)
• Transgenderism (✡️)
• Textbooks (✡️)

Events and Historical References:
• Dancing Israelis found after 9/11 (✡️)
• Twin Towers lease holder (✡️)
• Most big-dollar political donors (✡️)
• Involvement in Chinese communism (✡️)
• Most of the Epstein flight log (✡️)
• Founder of the Church of Satan (✡️)
• Opium kings of China (✡️)
• Attacked our military ship (✡️)
• Slave trade (✡️)

Possible Future events:
• Attack on Al-Aqsa mosque (✡️)
• Building Third-Temple (✡️)
• Possible nuclear attacks (✡️)
• Jewish Messiah (✡️)
• Another Pandemic (✡️)
• Alien Invasion (✡️)
• One world government (✡️)

[hye @ghhhththt]

@TersooAchineku @BigBoris_2 Fuck the Quran

[QE Infinity @StealthQE4]

Rates are falling off a cliff:

[Lumida Wealth Management @LumidaWealth]

ASWATH DAMODARAN: PRIVATE CREDIT IS THE NEXT CRISIS.

His framing starts with a question that nobody in the boom is asking. Who exactly are the lenders writing the checks to fund all these AI data centers? Shale oil companies borrowed heavily when oil was at $120 a barrel and got crushed when prices fell to $60. The same pattern is forming today in compute infrastructure, and the people putting up the capital are getting almost no scrutiny.

Damodaran does not see private credit as the sophisticated, intelligent alternative the marketing has positioned it as. He sees it as sheep. Every fund is chasing the same deals, the same sectors, and the same yield premiums that allegedly justify the structure. Intelligence in his view has been confused with confidence, and confidence in this corner of finance has compounded into something far more dangerous than the participants realize.

His broader point is that hedge funds, private equity, and private credit have all followed the same destructive arc. Each one began as a genuinely good niche business solving a real problem. Hedge funds 30 years ago produced positive alpha, beating passive investing by 3 to 5 percent annually. Today they look like expensive mutual funds, underperforming passive by roughly 1.5 percent. Private equity started as a focused, disciplined strategy for a small set of operators and has grown into a sprawling category that now struggles to deliver the returns that justified its emergence. Private credit had a legitimate original purpose, which was lending to borrowers that banks structurally could not serve.

What killed each of these businesses was the same disease. Overreach. A $200 billion niche business gets sold as a $20 trillion opportunity. When that scaling happens, sloppiness follows, bad actors enter the space, and the average quality of every participant deteriorates. The original alpha disappears not because the strategy stopped working, but because too much money chased too few good deals.

The danger with private credit is far more severe than the parallel problems in private equity and hedge funds. Equity investors take their losses and move on. Lending businesses, when they overreach, take others down with them. Banks. Pensions. Insurance companies. Sovereign wealth funds. The systemic linkages run far deeper than most participants understand, and the social costs of a real default cycle in private credit would extend well beyond the funds themselves.

Damodaran's warning is essentially that the industry is repeating the exact mistake that produced every previous credit crisis. Take a good idea, scale it past its natural capacity, attract bad actors with the promise of easy returns, and wait for the inevitable cycle that exposes how much of the underwriting was never serious in the first place.

@AswathDamodaran @FixedFloating

[AutisticClips @AutisticClip]

Hans Kim on Kill Tony

“A lot of people call Trump a Nazi, what kind of Nazi goes to war for the Jews? I wish he was a Nazi then maybe gas wouldn’t be 5 dollars.”

[First Squawk @FirstSquawk]

LIQUIDITY CONDITIONS DETERIORATE AS KEY LEADING INDICATOR TURNS NEGATIVE FOR FIRST TIME SINCE 2021

WARNING SIGNAL FLASHES: EXCESS LIQUIDITY INDICATOR FALLS BELOW ZERO

[STORM NEWS 📰🗞️ @storm1news]

The DOJ launched a probe into Wall Street short sellers, and the very next day a major TD Ameritrade document warehouse burned down. Four years later: no charges, no answers, and investors are still asking questions.

[Common Sense 🇺🇸💙 @commons96055467]

Peter Thiel the Antichrist lizard has a secret society named Dialog. They convene yearly to plot how to kill the US democracy. You cannot make this shit up. This billionaire asshole is not done yet by escaping to Argentina.

[SaltyGoat @SaltyGoat17]

$18 BILLION on a train that doesn't exist...
$37 BILLION over six+ years on homelessness and it increased...
$33 BILLION in fraudulent unemployment payments

And now Gavin Newsom acts shocked that he's under investigation