Integra Macro

A young bull practicing his bravado.

[Brad Gerstner @altcap]

You are smarter than this Ro. Imagine if Bernie had taxed @elonmusk 100% on his PayPal capital gains. We would have no @Tesla or @SpaceX - none of those jobs or GDP. Who do you think allocated the capital better for society? He will already pay $100 B + in taxes - more than any human ever. I hope he donates some to kids via @TrumpAccounts to make every kid a shareholder in 🇺🇸 & continues investing all his heart, soul & money for the benefit of America & all humanity! 🇺🇸🚀🤍

[Podcast Alpha @PodcastAlphaX]

$75B leaves the market in a single day. Larry McDonald calls it a "colossal sucking sound."

SpaceX at $75B raised. Google front-ran it with an $80B mandatory convertible - a structure where conversion to equity is automatic, not optional, a classic sign of aggressive capital raising. Then Anthropic and OpenAI queue up next.

McDonald's argument on The Master Investor Podcast: the "sideline cash" narrative is wrong. Most of that money is corporate capital, not investor dry powder. The probability of "a serious hit to the market - not an '87 but significant - is very high."

His portfolio advice: rotate out of cap-weighted S&P 500 index and into equal-weight or globally diversified equity. At 50% tech and AI concentration vs financials at 24% before 2008, the index is carrying more risk than most 401K holders understand.

What the macro bear says about your portfolio: https://t.co/08Rbsk0MSl

Source: The Master Investor Podcast with Wilfred Frost - https://t.co/xJrlPSycVI

[Integra Macro @IntegraMacro]

@IterIntellectus Does this make CRISPR obsolete?

[Integra Macro @IntegraMacro]

@LukeGromen Wait until $35k

[Matt Bateman @mbateman]

One irritating aspect of living in a populist age is that no leader of consequence from either party or tribe is the slightest bit curious about American history.

[Integra Macro @IntegraMacro]

@ArmstrongEcon @LukeGromen How much of this is due to price increase?

[Integra Macro @IntegraMacro]

@planert41 Wake up earlier

[Integra Macro @IntegraMacro]

IYKYK

[Garry Tan @garrytan]

Look I've been telling you too

[Integra Macro @IntegraMacro]

@garrytan IYKYK

[Dr. Eli David @DrEliDavid]

Fun fact #1: Trump's new ultimatum expires in 5 days, just when the markets close

Fun fact #2: In 5 days USS Tripoli with 2,200 marines will be in position

[Integra Macro @IntegraMacro]

@SantiagoAuFund @TMTLongShort Masive recency bias is hiding the fact that Just War Theory is officially dead and gone… At least for this admin. Macro pundits haven’t begun to consider that for the first time since ww2, we may just be fighting to win… this is a bigger deal than people realize.

[Integra Macro @IntegraMacro]

@SantiagoAuFund @TMTLongShort Masive recency bias is hiding the fact that Just War Theory is officially dead and gone… At least for this admin. Macro pundits haven’t begun to consider that for the first time since ww2, we may just be fighting to win… this is a bigger deal than people realize.

[Integra Macro @IntegraMacro]

@Scobleizer This is why you must always have dry powder

[Integra Macro @IntegraMacro]

@bingbingbom @calvinfroedge lol

[Doubleview (A Gold-Copper Company) @DoubleviewGold]

Doubleview Gold Corp’s 100%-owned Hat Project in NW British Columbia delivers robust Preliminary Economic Assessment results.

For further details, read more here: https://t.co/4HpJwNQr6n

$DBG #DoubleviewGold #PEA #investors #HatProject #UPDATE #FYP

[Laura Powell @LauraPowellEsq]

🚨BREAKING

Huge win for parents delivered by the US Supreme Court.

In a 6-3 opinion, the Court ruled that California’s policies that prohibit schools from disclosing a child’s gender transition to parents without the child’s consent are likely unconstitutional.

This is the case that will send this insane secrecy policies to the dustbin of history.

[Integra Macro @IntegraMacro]

@PauloMacro Check out $DBV.G

[Amjad Taha أمجد طه @amjadt25]

Iran fired more missiles at the UAE than at anyone else in decades, including Israel. Zero protests in London, Paris, or New York calling on Iran to stop attacking civilization and hope in the Middle East. Yes, no protests tells you who controls your streets and who they work for. That’s information, and you’re welcome.

[Integra Macro @IntegraMacro]

@James56487175 @jbulltard1 You expect them to be down tomorrow?