HMK

[HMK @hmkassis]

Opioids only became an endemic after the USA invaded Afghanistan and took control of poppy seed crops

[Del @TheCartelDel]

China would have had this shit cleaned up and executed every dealer before lunchtime

[Ren @ren_stocks]

To think people are expecting the bubble to pop like it did in the dot com era

Today’s Mag 4 P/E ratios:

$META – 16x
$GOOGL – 17x
$AMZN – 24x
$MSFT – 25x

Dot-com bubble peak P/E ratios:
Microsoft – 73x. Cisco – 200x+. Yahoo – 800x.

The Nasdaq as a whole traded at a P/E of 200 at the peak of the dot-com bubble.

Today’s “bubble” is trading at 16-25x earnings on companies generating hundreds of billions in real free cash flow.

Today we have the most profitable companies on earth,
$MSFT $GOOGL $META $AMZN reported beats on earnings, and you think we are in a bubble.

[HMK @hmkassis]

Policy / pursuit out of touch from reality

[Yogi @Houseofyogi]

Spirit Airlines died tonight at the hands of the socialist crusader, Elizabeth Warren

She must be so proud to add another casket to her achievements.

Tonight at 3am, Spirit turns off the lights. 14,000 jobs gone. 30+ smaller airports lose service.

JetBlue offered $3.8 BILLION in cash to buy Spirit in 2022. Shareholders, flight attendants union, literally everyone voted yes.

The combined company would have held 9% of the US market against a Big 4 that already owned 80%.

For anyone who understands numbers: 9% isn’t a monopoly against 80%.

Warren said no.

She wrote letters. She pressured Buttigieg. Biden’s DOJ sued. A federal judge killed the deal in January 2024.

Her argument: the merger would cost consumers $1 billion a year.

Now look at her collateral damage she dusts under the rug.

510 pilots gone in the months after. 1,800 flight attendants furloughed in December.

14,000 jobs in 2023. 7,500 last week. Zero tonight.

And that’s just the people in Spirit uniforms.

Catering goes. Fuel guys go. Baggage crews, gate agents, airport coffee shops, hotels and rental cars in 70 cities Spirit flew to. Every airline job carries 3 more on its back.

40,000 people out of work because of one woman’s moronic crusade against the market.

And the math ain’t mathing.

Spirit abandoned 90 routes during the death spiral. Fares on those routes are up 14% on average. Oakland to Newark: $135 to $288. Fort Myers to San Juan: $92 to $219. Kansas City to Newark up 66%.

That’s reality. Not some BS number from a “study.”

So @SenWarren tell me how this saves the consumer money?

Cheap carriers in a market drop fares 21% across the board. Southwest did this in the 90s and saved Americans $68 BILLION over 20 years.

Warren killed it. That’s what moronic politicians led by socialism do.

Then with her own blind arrogance, she tweeted Spirit’s collapse is “a Biden win for flyers.”

A win.

14,000 people are reading termination letters tonight.

And she’s taking credit.

This is socialism in 2026.

A senator who’s never made payroll thinks she knows how to run a market better than the people who own and work in the company.

She saved you a billion on imaginary paper.

She cost you ten times that in real life.

She didn’t protect consumers from anything.

14,000+ will go from working to welfare.

She will make sure to blame billionaires, hardworking tax payers, AI, capitalism and whatever monster they will make up tomorrow hiding under your bed.

Higher taxes. Fewer jobs. More expensive everything.

She called it a win. I hope you enjoy winning.

[HMK @hmkassis]

America is next - thanks to Palantir (digital incarnation of Satan)

[Songpinganq @songpinganq]

🇨🇳 Tens of thousands of young Chinese people are becoming homeless, Because they are Blacklisted by Social Credit System.

Once you are blacklisted, the digital wallet WeChat immediately bans you from spending your own digital money, or receiving salary..So you become homeless😭

[Financelot @FinanceLancelot]

The problem with being ahead of the curve is everyone thinks you're retarded

[Younis Tirawi | يونس @ytirawi]

Lebanon |

An Israeli soldier smashing the head of a Jesus Christ statue during operations in southern Lebanon.

[WOLF Trading @WOLF_TradingX]

The stock market so far in 2026 explained

[Ben Eisenhart @BEisenhart]

Being in your early 40s is weird, man. People around your age are in every stage of life. You have people who are grandparents. You have people who have newborns. You have people dating 25-year-olds. You have people celebrating their 20th wedding anniversary. Some of them look 60, and some of them look 30. All the bases are covered when you are in your early 40s.

[Financelot @FinanceLancelot]

Waking up Monday morning to realize we're in the blockade of a blockade of another blockade.

[Fr. Daniel☦️ @Fragbaza]

When sorrow and despair begin to tear your soul, remember how much joy I gave you in the days of childhood and infancy.

[The Kobeissi Letter @KobeissiLetter]

China just exited its longest factory deflation on record:

China’s producer prices (PPI) rose +0.5% YoY in March, above the +0.4% expected, ending more than 3 years of factory-gate deflation.

MoM, PPI increased +1.0%, the largest monthly increase since August 2022.

Surging energy costs and commodity prices drove the reversal after the Iran War disrupted global energy supply, with China gas prices up +25% since the war began.

This comes after 41 consecutive months of falling producer prices as a manufacturing oversupply and weak demand led to intense price wars that eroded profits and slowed wage growth.

Meanwhile, China's CPI inflation came in at +1.0% YoY, marking the 7th consecutive month of positive consumer price growth.

It took the shock of war to break China’s deflation.

[Alex Cole @acnewsitics]

Traveling to Hungary to support a loser candidate—your tax dollars at work.

[Alon Mizrahi @alon_mizrahi]

Without Israel, West Asia would be one of the most peaceful and prosperous places on earth, attracting hundreds of millions of tourists every year: free trade, free human movement, religious freedom, equality for all, no oppression, no puppet regimes, no sectarianism. culture, history, hospitality, food, music, sea, spirituality. Israel has been the ruin of some of the world's most fascinating and precious regions

[Funny Degenerate @realfunnydegen]

Male baristas don’t deserve tips… go pour some concrete you fuckin pussy

[Alon Mizrahi @alon_mizrahi]

Fake American Christianity could never produce such heart-melting beauty in a million years

[Dr. Simon @goddek]

2,000 years later and nothing has changed.

[Elon Musk @elonmusk]

Canada is cooked

[Nassim Nicholas Taleb @nntaleb]

Worse because of the victim card.

[HMK @hmkassis]

@citrini It came true

[Dip Wheeler @DipWheeler]

Trump: "a whole civilization will die tonight"

Fartcoin: +6%